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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 15 of 55  ·  1,090 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 NI NISOURCE INC COM USD0.01 Utilities 712.0 $34K 0.03% $47.55 -14.7%
282 FDN FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD 125.0 $33K 0.03% $264.72 +11.2%
283 VDC VANGUARD WORLD FD CONSUM STP ETF 146.0 $33K 0.03% +1.0 +0.7% $225.50 +2.2%
284 AVUS AVANTIS US EQUITY ETF 256.0 $33K 0.03% $128.08 +1.9%
285 AVY AVERY DENNISON CORP COM USD1 Industrials 201.0 $33K 0.03% $162.35 +9.5%
286 SGOL ETFS GOLD TR PHYSCL GOLD SHS Financial Services 849.0 $32K 0.03% NEW $38.23 +11.0%
287 GTOP GOLDMAN SACHS ETF TR TECHN OPPOR ETF 650.0 $32K 0.03% $49.79 -2.5%
288 PDP INVESCO EXCHANGE TRADED FD TR DORSEY WRIGHT MO 211.0 $32K 0.03% $151.73 -11.8%
289 FAN FIRST TRUST GLOBAL WIND ENERGY ETF 1,277.0 $32K 0.02% $24.98 -4.6%
290 MBB ISHARES TR MBS ETF 332.0 $31K 0.02% +10.0 +3.1% $94.52 -1.4%
291 DVYE ISHARES INC EM MKTS DIV ETF 966.0 $31K 0.02% $32.23 +8.6%
292 CEG CONSTELLATION ENERGY CORP COM Utilities 125.0 $31K 0.02% $248.37 +11.4%
293 FVD FIRST TR VALUE LINE DIVID INDE SHS 644.0 $31K 0.02% $48.18 +4.8%
294 XLE SELECT SECTOR SPDR TRUST STATE STREET ENERGY SELECT SECTOR SPDR ETF 582.0 $31K 0.02% $53.11 +18.0%
295 STM STMICROELECTRONICS SPON ADR EACH REP 1 ORD SHS Technology 412.0 $31K 0.02% $74.89 -34.1%
296 FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 108.0 $31K 0.02% +30.0 +38.5% $285.58 +0.4%
297 ES EVERSOURCE ENERGY Utilities 426.0 $31K 0.02% $72.27 -2.0%
298 IMCG ISHARES TR MRGSTR MD CP GRW 313.0 $31K 0.02% $98.30 -0.9%
299 NFLX NETFLIX INC Communication Services 430.0 $31K 0.02% -100.0 -18.9% $71.40 +14.5%
300 ACWI ISHARES TR MSCI ACWI ETF 195.0 $31K 0.02% $156.95 +2.6%
Page 15 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%