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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 12 of 55  ·  1,090 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ISRG INTUITIVE SURGICAL INC Healthcare 155.0 $62K 0.05% $397.68 -6.3%
222 APLE APPLE HOSPITALITY REIT INC COM NEW Real Estate 3,651.0 $61K 0.05% $16.81 -1.5%
223 AVGO BROADCOM INC COM Technology 162.0 $61K 0.05% -2.0 -1.2% $377.75 -2.4%
224 XLK SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 300.0 $61K 0.05% NEW $203.22 -8.6%
225 HELO JP MORGAN ETF TRUST HEDGED EQUITY LADDERED OVERLAY ETF 898.0 $61K 0.05% $67.58 +3.1%
226 BK BANK OF NEW YORK MELLON CORP COM USD0.01 Financial Services 408.0 $59K 0.04% $144.61 -1.9%
227 DFAS DIMENSIONAL ETF TRUST US SMALL CAP ETF 714.0 $59K 0.04% $82.40 -0.4%
228 FENY FIDELITY MSCI ENERGY INDEX ETF 1,964.0 $58K 0.04% $29.56 +17.5%
229 IWC ISHARES TR MICRO-CAP ETF 290.0 $58K 0.04% $200.04 -2.5%
230 IMTB ISHARES CORE 5-10 YEAR USD 1,318.0 $57K 0.04% $43.61 -1.5%
231 FTCS FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 611.0 $57K 0.04% $93.92 +7.9%
232 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 988.0 $57K 0.04% -254.0 -20.4% $57.64 +15.5%
233 C CITIGROUP INC Financial Services 407.0 $57K 0.04% $139.86 -5.0%
234 GLD SPDR GOLD TR GOLD SHS Financial Services 154.0 $57K 0.04% -45.0 -22.6% $368.38 +11.0%
235 SCHB SCHWAB US BROAD MARKET ETF 1,935.0 $56K 0.04% $28.96 +2.6%
236 SCHD SCHWAB US DIVIDEND EQUITY ETF 1,754.0 $56K 0.04% $31.72 +10.0%
237 VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR 254.0 $55K 0.04% +64.0 +33.7% $217.93 +3.4%
238 XLP SELECT SECTOR SPDR TRUST STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 649.0 $54K 0.04% -358.0 -35.5% $83.09 +2.8%
239 PTH INVESCO EXCHANGE-TRADED FUND TRUST INVESCO DORSEY WRIGHT HEALTHCARE MOMENTUM ETF 900.0 $54K 0.04% $59.76 +2.2%
240 TYL TYLER TECHNOLOGIES INC Technology 180.0 $53K 0.04% $292.38 +29.3%
Page 12 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%