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Portfolio (Quarterly) Guide ↗

Godfrey Financial Associates, Inc.

· CIK 0002097943
13F Portfolio $115M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1113 New
Page 30 of 56  ·  1,113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 GSLC GOLDMAN SACHS ETF TR 21.0 $3K 0.00% NEW $132.38 +6.4%
582 CGCB CAPITAL GRP FIXED INCM ETF T 2,745.0 $3K 0.00% NEW $1.00 +2505.0%
583 TFI SPDR SERIES TRUST 60.0 $3K 0.00% NEW $45.72 -1.2%
584 AIG AMERICAN INTL GROUP INC Financial Services 32.0 $3K 0.00% NEW $85.56 -8.1%
585 FRONTIER COMMUNICATIONS PARE 71.0 $3K 0.00% NEW $38.07
586 RLI RLI CORP Financial Services 42.0 $3K 0.00% NEW $63.98 -17.7%
587 EMTL SSGA ACTIVE TR 62.0 $3K 0.00% NEW $43.32 -1.4%
588 XSOE WISDOMTREE TR 68.0 $3K 0.00% NEW $39.01 +20.4%
589 XRAY DENTSPLY SIRONA INC Healthcare 232.0 $3K 0.00% NEW $11.43 -13.9%
590 BUD ANHEUSER BUSCH INBEV SA/NV Consumer Defensive 41.0 $3K 0.00% NEW $64.05 +30.2%
591 TTT PROSHARES TR 39.0 $3K 0.00% NEW $67.03 +8.1%
592 BAX BAXTER INTL INC Healthcare 134.0 $3K 0.00% NEW $19.11 -0.4%
593 RKT ROCKET COS INC Financial Services 132.0 $3K 0.00% NEW $19.36 -29.6%
594 FLAGSTAR BANK NATIONAL ASSOC 203.0 $3K 0.00% NEW $12.59
595 OGS ONE GAS INC Utilities 33.0 $3K 0.00% NEW $77.24 +6.6%
596 CALM CAL MAINE FOODS INC Consumer Defensive 32.0 $3K 0.00% NEW $79.56 -3.3%
597 BALI BLACKROCK ETF TRUST 80.0 $3K 0.00% NEW $31.68 +6.7%
598 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 67.0 $3K 0.00% NEW $37.45 +54.9%
599 SPYD SPDR SERIES TRUST 58.0 $3K 0.00% NEW $43.26 +9.2%
600 ASGN ASGN INC Technology 52.0 $3K 0.00% NEW $48.17 -60.4%
Page 30 of 56  ·  1,113 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 38.4%
Financial Services 13.1%
Consumer Cyclical 10.4%
Communication Services 10.3%
Healthcare 9.9%
Industrials 6.0%
Energy 3.9%
Consumer Defensive 3.2%
Utilities 2.9%
Basic Materials 1.2%