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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 22 of 56  ·  1,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 DOV DOVER CORP Industrials 50.0 $10K 0.01% $208.46 -0.3%
422 DEW WISDOMTREE TR 154.0 $10K 0.01% +1.0 +0.7% $66.13 +4.6%
423 SCHR SCHWAB STRATEGIC TR 405.0 $10K 0.01% $24.91 -1.3%
424 LPTH LIGHTPATH TECHNOLOGIES INC Technology 1,000.0 $10K 0.01% $10.03 +42.4%
425 FDHY FIDELITY COVINGTON TRUST 206.0 $10K 0.01% +3.0 +1.5% $48.42 +1.3%
426 ISCF ISHARES TR 237.0 $10K 0.01% $41.79 +7.1%
427 XJH ISHARES TR 216.0 $10K 0.01% +25.0 +13.1% $45.36 +8.5%
428 VOE VANGUARD INDEX FDS 53.0 $10K 0.01% $184.28 +4.5%
429 BLDX IMPAX FUNDS SERIES TRUST I 379.0 $10K 0.01% NEW $25.65 +3.6%
430 SPLV INVESCO EXCH TRADED FD TR II 132.0 $10K 0.01% +1.0 +0.8% $73.00 +0.9%
431 MDYG SPDR SERIES TRUST 100.0 $10K 0.01% $95.96 +10.2%
432 FAB FIRST TR EXCHANGE-TRADED ALP 100.0 $9K 0.01% $94.55 +3.1%
433 MSB MESABI TR Financial Services 300.0 $9K 0.01% $31.50 -17.2%
434 FDX FEDEX CORP Industrials 26.0 $9K 0.01% +1.0 +4.0% $356.19 +9.2%
435 NUDM NUSHARES ETF TR 256.0 $9K 0.01% $36.05 +7.6%
436 FMAT FIDELITY COVINGTON TRUST 160.0 $9K 0.01% +60.0 +60.0% $57.64 +0.5%
437 FDG AMERICAN CENTY ETF TR 80.0 $9K 0.01% $114.05 +20.8%
438 EEM ISHARES TR 160.0 $9K 0.01% $56.79 +16.3%
439 SBUX STARBUCKS CORP Consumer Cyclical 100.0 $9K 0.01% $89.59 +18.9%
440 QCLN FIRST TR EXCHANGE-TRADED FD 192.0 $9K 0.01% $46.56 +33.4%
Page 22 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%