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Portfolio (Quarterly) Guide ↗

Godfrey Financial Associates, Inc.

· CIK 0002097943
13F Portfolio $117M AUM 1,122 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 31 New 152 Added 82 Reduced 34 Exited
Page 17 of 56  ·  1,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 IGOV ISHARES TR 560.0 $23K 0.02% $41.06 +0.9%
322 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 322.0 $23K 0.02% -12.0 -3.6% $71.18 -9.6%
323 ORA ORMAT TECHNOLOGIES INC Utilities 203.0 $23K 0.02% -18.0 -8.1% $111.92 +19.6%
324 TR TOOTSIE ROLL INDS INC Consumer Defensive 530.0 $23K 0.02% $42.72 -5.5%
325 IWL ISHARES TR 140.0 $22K 0.02% $160.48 +15.1%
326 FIDI FIDELITY COVINGTON TRUST 804.0 $22K 0.02% $27.60 +2.8%
327 WFC WELLS FARGO &CO Financial Services 278.0 $22K 0.02% +11.0 +4.1% $79.61 -4.8%
328 IXC ISHARES TR 380.0 $22K 0.02% $57.61 -2.7%
329 XBI SPDR SERIES TRUST 170.0 $22K 0.02% $127.73 +4.0%
330 EUFN ISHARES TR 621.0 $22K 0.02% $34.85 +10.5%
331 AAXJ ISHARES TR 220.0 $21K 0.02% $96.29 +18.6%
332 BA BOEING CO Industrials 106.0 $21K 0.02% $199.03 +10.3%
333 FELC FIDELITY COVINGTON TRUST 575.0 $21K 0.02% $36.29 +14.5%
334 QLTA ISHARES TR 435.0 $21K 0.02% $47.59 -0.8%
335 SLV ISHARES SILVER TR Financial Services 300.0 $20K 0.02% $68.14 +1.9%
336 TMO THERMO FISHER SCIENTIFIC INC Healthcare 41.0 $20K 0.02% $491.54 -8.1%
337 SPYG SPDR SERIES TRUST 200.0 $20K 0.02% $97.91 +20.8%
338 EXC EXELON CORP Utilities 391.0 $19K 0.02% $49.02 -7.5%
339 MTUM ISHARES TR 79.0 $19K 0.02% $239.99 +25.9%
340 YUM YUM BRANDS INC Consumer Cyclical 122.0 $19K 0.02% $154.84 -1.4%
Page 17 of 56  ·  1,110 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 35.7%
Financial Services 12.6%
Communication Services 10.3%
Healthcare 10.2%
Consumer Cyclical 10.1%
Industrials 6.6%
Energy 5.5%
Consumer Defensive 3.6%
Utilities 3.5%
Basic Materials 1.4%