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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 26 of 56  ·  1,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 SPIB SPDR SERIES TRUST 179.0 $6K 0.01% $33.54 -0.6%
502 IWO ISHARES TR 19.0 $6K 0.01% $313.79 +17.3%
503 YUMC YUM CHINA HLDGS INC Consumer Cyclical 121.0 $6K 0.01% $48.78 -6.6%
504 NOV NOV INC Energy 309.0 $6K 0.01% $18.81 +10.9%
505 HISF FIRST TR EXCHANGE-TRADED FD 130.0 $6K 0.01% NEW $44.34 -0.6%
506 ING ING GROEP N.V. Financial Services 219.0 $6K 0.01% $26.05 +17.7%
507 ABCB AMERIS BANCORP Financial Services 71.0 $6K 0.01% +17.0 +31.5% $77.99 +8.7%
508 CII BLACKROCK ENHANCED LARGE CAP Financial Services 262.0 $6K 0.01% +12.0 +4.8% $21.02 +17.9%
509 IEUS ISHARES TR 83.0 $6K 0.01% $66.33 +10.3%
510 MMSI MERIT MED SYS INC Healthcare 79.0 $5K 0.01% $68.92 -7.7%
511 FV FIRST TR EXCHANGE TRADED FD 90.0 $5K 0.01% $60.43 +16.8%
512 VSGX VANGUARD WORLD FD 75.0 $5K 0.01% -50.0 -40.0% $71.73 +11.9%
513 NUHY NUSHARES ETF TR 254.0 $5K 0.01% $21.18 +0.6%
514 DVN DEVON ENERGY CORP NEW Energy 106.0 $5K 0.01% $50.32 -6.4%
515 HPE HEWLETT PACKARD ENTERPRISE C Technology 224.0 $5K 0.01% $23.81 +42.7%
516 GFF GRIFFON CORP Industrials 73.0 $5K 0.01% $72.68 +16.4%
517 AIN ALBANY INTL CORP Consumer Cyclical 100.0 $5K 0.00% $52.21 +16.8%
518 BTZ BLACKROCK CR ALLOCATION Financial Services 500.0 $5K 0.00% $10.10 -0.8%
519 HMC HONDA MOTOR CO LTD Consumer Cyclical 207.0 $5K 0.00% $24.37 +7.8%
520 XLF SELECT SECTOR SPDR TR 102.0 $5K 0.00% $49.30 +4.9%
Page 26 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%