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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 14 of 55  ·  1,090 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FMNB FARMERS NATIONAL BANC CORP COM Financial Services 2,750.0 $40K 0.03% $14.60 +7.4%
262 VDE VANGUARD WORLD FD ENERGY ETF 263.0 $39K 0.03% $150.13 +17.6%
263 IYJ ISHARES TR US INDUSTRIALS 230.0 $38K 0.03% $166.65 -2.3%
264 IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 279.0 $38K 0.03% $136.79 +0.5%
265 XLF SELECT SECTOR SPDR TRUST STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 702.0 $38K 0.03% +600.0 +588.2% $53.60 +8.4%
266 VYMI VANGUARD WHITEHALL FDS INTL HIGH ETF 380.0 $37K 0.03% +344.0 +955.6% $98.20 +7.0%
267 ISHG ISHARES TR 3YRTB ETF 500.0 $37K 0.03% $74.25 +1.9%
268 MAR MARRIOTT INTERNATIONAL INC COM USD0.01 CLASS A Consumer Cyclical 100.0 $37K 0.03% $370.59 -5.3%
269 GILD GILEAD SCIENCES INC COM USD0.001 Healthcare 293.0 $37K 0.03% +10.0 +3.5% $126.34 +15.3%
270 SCCO SOUTHERN COPPER CORP Basic Materials 211.0 $37K 0.03% +2.0 +1.0% $174.26 +20.4%
271 VOOV VANGUARD S&P 500 VALUE INDEX FUND 167.0 $37K 0.03% $219.21 +4.6%
272 WM WASTE MANAGEMENT INC Industrials 163.0 $36K 0.03% +11.0 +7.2% $222.88 -1.4%
273 XOP SPDR SERIES TRUST STATE STREET S&P OIL & GAS EXPLORATION & PRODUCTION ETF 235.0 $36K 0.03% $154.26 +20.5%
274 ED CONSOLIDATED EDISON INC COM USD0.10 Utilities 327.0 $36K 0.03% $110.63 -2.8%
275 BLDX IMPAX FUNDS SERIES TRUST I GLOBAL SUSTAINABLE INFRASTRUCTURE ETF 1,382.0 $36K 0.03% +1K +264.6% $26.05 -0.2%
276 SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF 326.0 $36K 0.03% $110.35 +0.0%
277 FSIG FIRST TR EXCHANGE TRADED FD IV LIMITED DURATION INV GRADE CORP ETF USD 1,884.0 $36K 0.03% $18.86 -0.5%
278 NCPB NUSHARES ETF TR NUVE CORE PL ETF 1,416.0 $35K 0.03% $25.00 -1.7%
279 UYM PROSHARES TR ULTRA MATERIALS 1,176.0 $35K 0.03% -630.0 -34.9% $29.70 +7.7%
280 HYMB SPDR SERIES TRUST STATE STREET NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF 1,353.0 $34K 0.03% $25.44 -2.5%
Page 14 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%