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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 11 of 55  ·  1,090 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 GNR SPDR INDEX SHARES FUNDS STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF 1,063.0 $72K 0.06% $67.31 +15.6%
202 RFG INVESCO EXCHANGE TRADED FD TR S&P MDCP400 PR 1,106.0 $71K 0.06% $64.54 -5.9%
203 JMST J P MORGAN EXCHANGE TRADED FD ULTRA SHT MUNCPL 1,393.0 $71K 0.05% $51.00 -0.1%
204 EAOR ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF 1,859.0 $70K 0.05% $37.91 +0.3%
205 AON AON PLC SHS CL A COM USD0.01 Financial Services 210.0 $70K 0.05% $331.69 +7.1%
206 DHDG FIRST TR EXCHANGE TRADED FD VIII FT VEST US EQTY QURTRLY 2.5 TO 15 BUFF E 1,900.0 $69K 0.05% $36.57 +3.0%
207 BIL SPDR SERIES TRUST STATE STREET BLOOMBERG 1-3 MONTH T-BILL ETF 750.0 $69K 0.05% +600.0 +400.0% $91.64 +0.0%
208 QTEC FIRST TR NASDAQ 100 TECH INDX SHS 200.0 $67K 0.05% $334.69 -5.5%
209 WMB WILLIAMS COS INC COM Energy 897.0 $67K 0.05% $74.37 -0.9%
210 SCHW SCHWAB CHARLES CORP COM Financial Services 719.0 $66K 0.05% $92.27 +19.4%
211 COP CONOCOPHILLIPS COM Energy 632.0 $66K 0.05% $103.96 +25.4%
212 CGCP CAPITAL GRP FIXED INCM ETF TR CORE PLUS INCM 2,920.0 $65K 0.05% +49.0 +1.7% $22.29 -1.2%
213 KO COCA-COLA CO Consumer Defensive 799.0 $65K 0.05% -108.0 -11.9% $81.26 +10.3%
214 NGG NATIONAL GRID SPON ADR EACH REP 5 ORD SHS POST SPLT Utilities 779.0 $65K 0.05% $82.87 -4.2%
215 ORCL ORACLE CORP Technology 435.0 $64K 0.05% $146.71 +2.7%
216 TSCO TRACTOR SUPPLY CO Consumer Cyclical 2,005.0 $63K 0.05% $31.61 +9.8%
217 JEPI J P MORGAN EXCHANGE TRADED FD EQUITY PREMIUM 1,120.0 $63K 0.05% +242.0 +27.6% $56.48 +2.3%
218 JCI JOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00 Industrials 429.0 $63K 0.05% $146.11 -4.5%
219 VGSH VANGUARD SCOTTSDALE FUNDS SHORT-TERM TREASURY ETF 1,075.0 $63K 0.05% -8.0 -0.7% $58.20 -0.3%
220 JLL JONES LANG LASALLE INC COM USD0.01 Real Estate 201.0 $62K 0.05% $310.18 +21.9%
Page 11 of 55  ·  1,090 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 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%