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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 13 of 56  ·  1,113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 EMXC ISHARES INC 569.0 $41K 0.04% NEW $72.68 +31.5%
242 AEP AMERICAN ELEC PWR CO INC Utilities 358.0 $41K 0.04% NEW $115.31 +12.4%
243 INTC INTEL CORP Technology 1,118.0 $41K 0.04% NEW $36.88 +221.3%
244 UNH UNITEDHEALTH GROUP INC Healthcare 119.0 $40K 0.04% NEW $338.38 +13.3%
245 ABT ABBOTT LABS Healthcare 305.0 $38K 0.03% NEW $125.29 -29.9%
246 FXO FIRST TR EXCHANGE TRADED FD 631.0 $38K 0.03% NEW $60.35 -1.5%
247 CVS CVS HEALTH CORP Healthcare 478.0 $38K 0.03% NEW $79.37 +17.6%
248 ISHG ISHARES TR 500.0 $38K 0.03% NEW $75.24 +0.2%
249 EPAM EPAM SYS INC Technology 183.0 $37K 0.03% NEW $204.88 -49.6%
250 TRGP TARGA RES CORP Energy 200.0 $37K 0.03% NEW $184.50 +46.7%
251 FMNB FARMERS NATIONAL BANC CORP Financial Services 2,750.0 $37K 0.03% NEW $13.32 +6.9%
252 AVY AVERY DENNISON CORP Industrials 201.0 $37K 0.03% NEW $181.88 -12.6%
253 CIBR FIRST TR EXCHANGE TRADED FD 507.0 $36K 0.03% NEW $71.45 +15.0%
254 FSIG FIRST TR EXCHANGE-TRADED FD 1,884.0 $36K 0.03% NEW $19.19 -1.8%
255 FDIF FIDELITY COVINGTON TRUST 1,000.0 $36K 0.03% NEW $35.81 +5.7%
256 CRM SALESFORCE INC Technology 135.0 $36K 0.03% NEW $264.91 -33.4%
257 NCPB NUSHARES ETF TR 1,416.0 $36K 0.03% NEW $25.25 -1.8%
258 VPLS VANGUARD MALVERN FDS 457.0 $36K 0.03% NEW $78.12 -1.4%
259 CMCSA COMCAST CORP NEW Communication Services 1,190.0 $36K 0.03% NEW $29.89 -16.1%
260 SHV ISHARES TR 320.0 $35K 0.03% NEW $110.15 +0.1%
Page 13 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%