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Portfolio (Quarterly) Guide ↗

Godfrey Financial Associates, Inc.

· CIK 0002097943
13F Portfolio $131M AUM 1,090 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 32 New 115 Added 134 Reduced 52 Exited
Page 1 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 TRGP TARGA RES CORP Energy 200 $50K 0.04% SOLD
2 IXC ISHARES TR 380 $22K 0.02% SOLD
3 YUM YUM BRANDS INC Consumer Cyclical 122 $19K 0.02% SOLD
4 EWC ISHARES INC 240 $13K 0.01% SOLD
5 CCL CARNIVAL CORP Consumer Cyclical 300 $8K 0.01% SOLD
6 YUMC YUM CHINA HLDGS INC Consumer Cyclical 121 $6K 0.01% SOLD
7 VOOG VANGUARD ADMIRAL FDS INC 10 $4K 0.00% SOLD
8 CTRA COTERRA ENERGY INC Energy 90 $3K 0.00% SOLD
9 FOLD AMICUS THERAPEUTIC Healthcare 183 $3K 0.00% SOLD
10 ENVIRI CORP 118 $2K 0.00% SOLD
11 DD DUPONT DE NEMOURS INC Basic Materials 38 $2K 0.00% SOLD
12 JXN JACKSON FINANCIAL INC Financial Services 16 $2K 0.00% SOLD
13 THOMSON REUTERS CORP 16 $1K 0.00% SOLD
14 AIR LEASE CORP 20 $1K 0.00% SOLD
15 FN FABRINET Technology 2 $1K 0.00% SOLD
16 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 12 $1K 0.00% SOLD
17 CSGS CSG SYS INTL INC Technology 13 $1K 0.00% SOLD
18 PBW INVESCO EXCHANGE TRADED FD T 29 $916.0 0.00% SOLD
19 PNR PENTAIR PLC Industrials 10 $871.0 0.00% SOLD
20 TDC TERADATA CORP DEL Technology 32 $807.0 0.00% SOLD
Page 1 of 3  ·  52 positions
Sector Allocation
Technology 40.8%
Financial Services 12.6%
Healthcare 9.7%
Consumer Cyclical 9.1%
Communication Services 8.2%
Industrials 7.3%
Energy 3.8%
Utilities 3.3%
Consumer Defensive 3.1%
Basic Materials 1.4%