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Portfolio (Quarterly) Guide ↗

Godfrey Financial Associates, Inc.

· CIK 0002097943
13F Portfolio $117M AUM 1,122 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 31 New 152 Added 82 Reduced
Page 9 of 56  ·  1,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AMD ADVANCED MICRO DEVICES INC Technology 434.0 $88K 0.08% +30.0 +7.4% $203.43 +134.8%
162 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 1,090.0 $88K 0.08% $80.95 -9.0%
163 SCHC SCHWAB STRATEGIC TR 1,870.0 $87K 0.07% NEW $46.74 +10.4%
164 ESGE ISHARES INC 1,920.0 $87K 0.07% +62.0 +3.3% $45.47 +22.1%
165 DIS DISNEY WALT CO Communication Services 892.0 $86K 0.07% -8.0 -0.9% $96.41 +9.2%
166 GLD SPDR GOLD TR Financial Services 199.0 $86K 0.07% +20.0 +11.2% $430.29 -5.5%
167 SHY ISHARES TR 1,019.0 $84K 0.07% $82.57 -1.1%
168 IAGG ISHARES TR 1,681.0 $84K 0.07% +1K +230.3% $50.04 -0.6%
169 VGT VANGUARD WORLD FD 120.0 $84K 0.07% -20.0 -14.3% $700.18 -82.7%
170 COP CONOCOPHILLIPS Energy 632.0 $83K 0.07% $132.00 +1.7%
171 XLP SELECT SECTOR SPDR TR 1,007.0 $83K 0.07% +25.0 +2.5% $81.99 +3.2%
172 CGBL CAPITAL GROUP CORE BALANCED 2,389.0 $82K 0.07% $34.41 +10.8%
173 SCHV SCHWAB STRATEGIC TR 2,686.0 $82K 0.07% $30.50 +14.2%
174 VNQ VANGUARD INDEX FDS 922.0 $82K 0.07% +14.0 +1.5% $88.70 +8.3%
175 DYNF BLACKROCK ETF TRUST 1,396.0 $81K 0.07% +345.0 +32.8% $58.18 +20.4%
176 PRU PRUDENTIAL FINL INC Financial Services 817.0 $80K 0.07% $97.69 +24.9%
177 GNR SPDR INDEX SHS FDS 1,063.0 $79K 0.07% $74.67 +5.5%
178 IGSB ISHARES TR 1,504.0 $79K 0.07% +859.0 +133.2% $52.56 -1.3%
179 DFIV DIMENSIONAL ETF TRUST 1,496.0 $79K 0.07% $52.78 +11.7%
180 QCOM QUALCOMM INC Technology 608.0 $78K 0.07% $128.78 +31.0%
Page 9 of 56  ·  1,110 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.3%
Financial Services 12.8%
Healthcare 10.4%
Consumer Cyclical 10.2%
Communication Services 9.1%
Industrials 6.7%
Energy 5.2%
Consumer Defensive 3.7%
Utilities 3.5%
Basic Materials 1.4%