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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 23 of 55  ·  1,090 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ISCF ISHARES INTERNATIONAL SMALL CAP EQUITY FACTOR ETF 237.0 $10K 0.01% $43.29 +6.3%
442 NUDM NUSHARES ETF TR NUVEEN ESG INTL 256.0 $10K 0.01% $39.95 +2.9%
443 FDHY FIDELITY ENHANCED HIGH YIELD ETF 208.0 $10K 0.01% +2.0 +1.0% $49.14 -0.4%
444 SBUX STARBUCKS CORP COM USD0.001 Consumer Cyclical 100.0 $10K 0.01% $102.19 +5.5%
445 FAB FIRST TR MULTI CP VAL ALPHA FD SHS ISSUED FRST 100.0 $10K 0.01% $101.50 +5.6%
446 SPHY SPDR SERIES TRUST STATE STREET PORTFOLIO HIGH YIELD BOND ETF 432.0 $10K 0.01% -55.0 -11.3% $23.42 -0.4%
447 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 224.0 $10K 0.01% $45.11 +15.9%
448 HYD VANECK ETF TRUST HIGH YLD MUNIETF 95.0 $10K 0.01% +50.0 +111.1% $105.73 -52.6%
449 SCHR SCHWAB STRATEGIC TR INT-TRM U.S TRES 405.0 $10K 0.01% $24.66 -1.3%
450 SLYV SPDR SERIES TRUST STATE STREET S&P 600 SMALL CAP VALUE ETF 91.0 $10K 0.01% +8.0 +9.6% $109.11 +0.5%
451 SPLV INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 132.0 $10K 0.01% $75.17 -0.1%
452 IBIT ISHARES BITCOIN TRUST ETF Financial Services 295.0 $10K 0.01% $33.29 +31.9%
453 BROS DUTCH BROS INC CL A Consumer Cyclical 135.0 $10K 0.01% $71.81 -30.5%
454 TMUS T-MOBILE US INC COM Communication Services 57.0 $10K 0.01% +4.0 +7.5% $167.74 +8.1%
455 EWT ISHARES MSCI TAIWAN ETF 88.0 $10K 0.01% -36.0 -29.0% $108.61 -0.7%
456 ETG EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND INCOME FUND Financial Services 400.0 $9K 0.01% $23.54 +3.7%
457 FMAT FIDELITY MSCI MATLS INDEX ETF 160.0 $9K 0.01% $58.51 +4.3%
458 HRI HERC HLDGS INC COM Industrials 64.0 $9K 0.01% $143.34 +5.1%
459 HUBS HUBSPOT INC Technology 50.0 $9K 0.01% $182.52 +42.9%
460 GOVT ISHARES TR US TREAS BD ETF 395.0 $9K 0.01% +112.0 +39.6% $22.78 -1.4%
Page 23 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%