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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 11 of 56  ·  1,113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 COP CONOCOPHILLIPS Energy 632.0 $59K 0.05% NEW $93.61 +28.8%
202 SCHA SCHWAB STRATEGIC TR 2,073.0 $59K 0.05% NEW $28.47 +16.5%
203 TD TORONTO DOMINION BK ONT Financial Services 624.0 $59K 0.05% NEW $94.20 +16.3%
204 IMTB ISHARES TR 1,314.0 $58K 0.05% NEW $44.20 -1.9%
205 CGDV CAPITAL GROUP DIVIDEND VALUE 1,329.0 $58K 0.05% NEW $43.65 +9.7%
206 FDVV FIDELITY COVINGTON TRUST 1,000.0 $57K 0.05% NEW $56.69 +6.1%
207 FTCS FIRST TR EXCHANGE-TRADED FD 611.0 $57K 0.05% NEW $92.51 +1.3%
208 NEE NEXTERA ENERGY INC Utilities 698.0 $56K 0.05% NEW $80.28 +11.7%
209 AVGO BROADCOM INC Technology 161.0 $56K 0.05% NEW $346.10 +19.8%
210 WMB WILLIAMS COS INC Energy 897.0 $54K 0.05% NEW $60.14 +29.5%
211 FSLR FIRST SOLAR INC Energy 206.0 $54K 0.05% NEW $261.23 -4.7%
212 RFG INVESCO EXCHANGE TRADED FD T 1,006.0 $53K 0.05% NEW $52.45 +16.8%
213 WBD WARNER BROS DISCOVERY INC Communication Services 1,823.0 $53K 0.05% NEW $28.82 -4.9%
214 JCI JOHNSON CTLS INTL PLC Industrials 429.0 $51K 0.04% NEW $119.75 +13.1%
215 SATS ECHOSTAR CORP Technology 470.0 $51K 0.04% NEW $108.70 +30.5%
216 SCHB SCHWAB STRATEGIC TR 1,941.0 $51K 0.04% NEW $26.23 +9.0%
217 SGOV ISHARES TR 502.0 $50K 0.04% NEW $100.38 +0.2%
218 VWOB VANGUARD WHITEHALL FDS 743.0 $50K 0.04% NEW $67.43 -1.8%
219 NFLX NETFLIX INC Communication Services 520.0 $49K 0.04% NEW $93.76 -4.8%
220 FENY FIDELITY COVINGTON TRUST 1,964.0 $49K 0.04% NEW $24.77 +32.9%
Page 11 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%