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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 13 of 55  ·  1,090 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BX BLACKSTONE INC Financial Services 445.0 $52K 0.04% -40.0 -8.2% $117.67 +21.0%
242 BSV VANGUARD BD INDEX FDS SHORT TRM BOND 671.0 $52K 0.04% $77.91 -0.5%
243 CVS CVS HEALTH CORPORATION COM USD0.01 Healthcare 501.0 $52K 0.04% +23.0 +4.8% $103.46 -10.1%
244 VGIT VANGUARD SCOTTSDALE FDS INTER TERM TREAS 872.0 $51K 0.04% -23.0 -2.6% $58.98 -1.3%
245 IYR ISHARES US REAL ESTATE ETF 503.0 $51K 0.04% $102.17 +1.2%
246 SGOV ISHARES TR 0-3 MNTH TREASRY 502.0 $51K 0.04% $100.67 +0.0%
247 VWOB VANGUARD WHITEHALL FDS EM MK GOV BD ETF 743.0 $50K 0.04% $67.24 -1.8%
248 INGERSOLL RAND INC COM 600.0 $49K 0.04% $81.99
249 AEP AMERICAN ELEC PWR CO INC COM Utilities 358.0 $49K 0.04% $136.81 -10.6%
250 FSLR FIRST SOLAR INC Energy 206.0 $49K 0.04% $235.96 -13.4%
251 UNH UNITEDHEALTH GROUP INC Healthcare 115.0 $48K 0.04% -5.0 -4.2% $415.63 -5.5%
252 SATS ECHOSTAR CORPORATION COM USD0.001 CLASS A Technology 470.0 $48K 0.04% $101.50 -14.3%
253 GFS GLOBALFOUNDRIES INC COM USD0.02 Technology 576.0 $47K 0.04% +55.0 +10.6% $82.41 -45.7%
254 FIXT TCW ETF TRUST CORE PLUS BOND 1,247.0 $47K 0.04% $37.79 -1.4%
255 NEE NEXTERA ENERGY INC COM USD0.01 Utilities 535.0 $47K 0.04% -163.0 -23.4% $87.77 -6.8%
256 SCZ ISHARES TR EAFE SML CP ETF 570.0 $47K 0.04% $82.27 +5.7%
257 XLY SELECT SECTOR SPDR TRUST STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 370.0 $43K 0.03% $117.28 -0.1%
258 CIBR FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF 465.0 $42K 0.03% -42.0 -8.3% $89.85 +9.7%
259 NEAR ISHARES SHORT DURATION BOND ACTIVE ETF 810.0 $41K 0.03% +60.0 +8.0% $50.66 -0.3%
260 FDIF FIDELITY DISRUPTORS ETF 1,000.0 $40K 0.03% $40.48 +3.0%
Page 13 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%