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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 25 of 55  ·  1,090 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 CVSB MORGAN STANLEY ETF TRUST CALVERT ULT SHR 151.0 $8K 0.01% $50.64 +0.3%
482 MSB MESABI TRUST CTF BEN INT Financial Services 300.0 $8K 0.01% $25.30 -5.3%
483 WAB WABTEC COM Industrials 28.0 $8K 0.01% -2.0 -6.7% $269.61 +8.4%
484 IWO ISHARES TR RUS 2000 GRW ETF 19.0 $7K 0.01% $393.95 -3.8%
485 AIN ALBANY INTERNATIONAL CORP Consumer Cyclical 100.0 $7K 0.01% $74.50 -21.7%
486 FNB F N B CORP COM Financial Services 389.0 $7K 0.01% $19.08 -3.5%
487 CLOA ISHARES AAA CLO ACTIVE ETF 142.0 $7K 0.01% $51.91 +0.1%
488 SPOT SPOTIFY TECHNOLOGY S.A. COM EUR0.000625 Communication Services 16.0 $7K 0.01% $459.12 +19.3%
489 TOTL SSGA ACTIVE TR STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF 185.0 $7K 0.01% $39.47 -1.7%
490 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 160.0 $7K 0.01% $45.52 +31.8%
491 EMB ISHARES TR JP MOR EM MK ETF 75.0 $7K 0.01% $96.44 -1.6%
492 AVNT AVIENT CORPORATION COM Basic Materials 195.0 $7K 0.01% $36.96 +20.9%
493 FSMD FIDELITY SML MID MLTFCT 135.0 $7K 0.01% -8.0 -5.6% $52.85 -2.9%
494 GFF GRIFFON CORP Industrials 73.0 $7K 0.01% $97.53 +1.5%
495 DOCU DOCUSIGN INC COM Technology 160.0 $7K 0.01% $44.42 +44.1%
496 IYC ISHARES TR US CONSUM DISCRE 70.0 $7K 0.01% $101.10 +0.9%
497 BDC BELDEN INC Technology 59.0 $7K 0.01% -2.0 -3.3% $119.92 -3.9%
498 USRT ISHARES TR CRE U S REIT ETF 106.0 $7K 0.01% $66.45 -0.5%
499 DVN DEVON ENERGY CORP NEW Energy 169.0 $7K 0.01% +63.0 +59.4% $41.32 +14.6%
500 SPIB SPDR SERIES TRUST STATE STREET PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 207.0 $7K 0.01% +28.0 +15.6% $33.46 -1.1%
Page 25 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%