BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 24 of 55  ·  1,090 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 CRH ORD EUR 0.32 DI 84.0 $9K 0.01% $107.00
462 EW EDWARDS LIFESCIENCES CORP Healthcare 99.0 $9K 0.01% $90.46 -0.3%
463 PID INVESCO EXCHANGE TRADED FD TR INTL DIVI ACHI 400.0 $9K 0.01% $22.20 +2.4%
464 HOG HARLEY DAVIDSON COM USD0.01 Consumer Cyclical 362.0 $9K 0.01% $24.46 +14.9%
465 XLG INVESCO EXCHANGE TRADED FD TR S&P 500 TOP 50 144.0 $9K 0.01% +60.0 +71.4% $61.23 +2.3%
466 VOD VODAFONE GROUP SPON ADR EACH REP 10 ORD Communication Services 662.0 $9K 0.01% -195.0 -22.8% $13.23 +21.3%
467 TOPT ISHARES TR TOP 20 U S ETF 262.0 $9K 0.01% $32.92 +2.1%
468 CARNIVAL CORP LTD COM USD0.01 300.0 $9K 0.01% NEW $28.57
469 FEDERATED HERMES INC CL B 155.0 $9K 0.01% $55.22
470 SYY SYSCO CORP Consumer Defensive 102.0 $9K 0.01% $83.58 -2.0%
471 DEMZ ADVISORS INNER CIRCLE FD III DEMCRATIC LG ETF 178.0 $8K 0.01% $47.74 +0.9%
472 BDX BECTON DICKINSON &CO COM USD1.00 Healthcare 54.0 $8K 0.01% $151.33 +25.2%
473 PWRD TCW ETF TRUST TRANSFORM SYSTEM 66.0 $8K 0.01% $122.95 -14.0%
474 SPMO INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 50.0 $8K 0.01% +10.0 +25.0% $161.54 -9.1%
475 GSK GSK PLC SPON ADS EACH REP 2 ORD SHS Healthcare 152.0 $8K 0.01% $52.42 -3.1%
476 TAP MOLSON COORS BEVERAGE CO CL B Consumer Defensive 204.0 $8K 0.01% $39.00 +6.3%
477 EVV EATON VANCE LTD DURATION INCOM COM Financial Services 833.0 $8K 0.01% $9.37 -2.7%
478 APP APPLOVIN CORP COM CL A Technology 15.0 $8K 0.01% -1.0 -6.2% $515.20 -38.3%
479 FIDELITY MSCI HEALTH CARE INDEX ETF 100.0 $8K 0.01% $77.25
480 INFL LISTED FD TR HORIZON KINETICS 154.0 $8K 0.01% $49.88 +10.8%
Page 24 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%