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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 17 of 55  ·  1,090 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 IBB ISHARES TR ISHARES BIOTECH 140.0 $27K 0.02% -132.0 -48.5% $190.19 +9.9%
322 IEUR ISHARES CORE MSCI EUROPE ETF 351.0 $26K 0.02% +20.0 +6.0% $75.17 +3.6%
323 AAXJ ISHARES TR MSCI AC ASIA ETF 220.0 $26K 0.02% $119.33 -2.1%
324 IWL ISHARES TR RUS TOP 200 ETF 140.0 $26K 0.02% $184.95 +3.1%
325 INFY INFOSYS LTD SPON ADR EACH REP 1 ORD SHS Technology 2,400.0 $25K 0.02% $10.49 +14.9%
326 PFE PFIZER INC Healthcare 1,041.0 $25K 0.02% +7.0 +0.7% $24.08 +16.1%
327 ASTS AST SPACEMOBILE INC COM CL A Technology 281.0 $25K 0.02% +200.0 +246.9% $88.86 -34.7%
328 MAS MASCO CORP COM USD1.00 Industrials 304.0 $25K 0.02% $81.40 -10.0%
329 CVLC MORGAN STANLEY ETF TRUST CALVERT US LARCP 260.0 $25K 0.02% NEW $94.47 +1.9%
330 SCHZ SCHWAB STRATEGIC TR US AGGREGATE BD ETF 1,050.0 $24K 0.02% $23.13 -1.5%
331 EUFN ISHARES TRUST MSCI EUROPE FINANCIALS ISIN US4642891802 SEDOL B633900 621.0 $24K 0.02% $38.99 +8.6%
332 NVO NOVO NORDISK A/S ADR-EACH CNV INTO 1 CLASS B DKK1 Healthcare 505.0 $24K 0.02% +12.0 +2.4% $47.90 -4.8%
333 FELC FIDELITY ENHANCED LARGE CAP CORE ETF 575.0 $24K 0.02% $41.94 +4.4%
334 HGLB HIGHLAND GLOBAL ALLOCATION FD COM Financial Services 3,203.0 $24K 0.02% $7.52 +0.1%
335 TMO THERMO FISHER SCIENTIFIC INC Healthcare 48.0 $24K 0.02% +7.0 +17.1% $501.35 +24.1%
336 SPYG SPDR SERIES TRUST STATE STREET PORTFOLIO S&P 500 GROWTH ETF 200.0 $24K 0.02% $118.99 +1.9%
337 CRBN ISHARES TRUST LOW CARBON OPTIMIZED MSCI ACWI ETF 94.0 $24K 0.02% NEW $252.97 +2.7%
338 IAU ISHARES GOLD TR ISHARES NEW ISIN US4642852044 SEDOL BKP74N6 Financial Services 312.0 $24K 0.02% $75.51 +11.0%
339 SYK STRYKER CORPORATION COM Healthcare 74.0 $23K 0.02% $314.84 +5.0%
340 IGOV ISHARES TR INTL TREA BD ETF 560.0 $23K 0.02% $41.03 +0.4%
Page 17 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%