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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 3 of 55  ·  1,090 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CAT CATERPILLAR INC COM Industrials 475.0 $506K 0.39% $1064.90 -24.7%
42 TIP ISHARES TIPS BOND ETF 4,311.0 $472K 0.36% +87.0 +2.1% $109.44 -2.3%
43 XOM EXXON MOBIL CORP COM Energy 3,159.0 $432K 0.33% -149.0 -4.5% $136.72 +13.9%
44 GOOG ALPHABET INC CAP STK CL C 1,190.0 $420K 0.32% $353.33
45 JPM JPMORGAN CHASE &CO. COM Financial Services 1,266.0 $415K 0.32% -98.0 -7.2% $327.41 +9.1%
46 ICLN ISHARES TR GL CLEAN ENE ETF 19,113.0 $392K 0.30% $20.49 -14.6%
47 IVE ISHARES S&P 500 VALUE ETF 1,711.0 $388K 0.30% +219.0 +14.7% $227.06 +4.5%
48 IWM ISHARES RUSSELL 2000 ETF 1,258.0 $378K 0.29% $300.45 -1.4%
49 SPHD INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 7,400.0 $376K 0.29% -824.0 -10.0% $50.84 +4.0%
50 BLACKROCK ETF TRUST ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF 4,675.0 $375K 0.29% $80.15
51 VCIT VANGUARD SCOTTSDALE FUNDS VANGUARD INTER-TERM CORP BD ETF 4,381.0 $362K 0.28% -40.0 -0.9% $82.65 -1.8%
52 IWR ISHARES TR RUS MID CAP ETF 3,208.0 $354K 0.27% $110.32 +1.9%
53 CSCO CISCO SYSTEMS INC Technology 2,929.0 $344K 0.26% -145.0 -4.7% $117.45 -6.5%
54 IEV ISHARES EUROPE ETF 4,606.0 $336K 0.26% $72.85 +3.3%
55 GE GE AEROSPACE COM NEW Industrials 865.0 $323K 0.25% $373.73 -8.1%
56 VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF 5,271.0 $316K 0.24% +454.0 +9.4% $60.03 +1.2%
57 VV VANGUARD LARGE-CAP INDEX FUND 906.0 $312K 0.24% +250.0 +38.1% $343.91 +3.1%
58 SPY STATE STREET SPDR S&P 500 ETF UNITS Financial Services 410.0 $306K 0.23% $746.84 +3.0%
59 ESML ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF 5,417.0 $303K 0.23% +291.0 +5.7% $55.93 -1.5%
60 BAC BANK AMERICA CORP COM Financial Services 5,163.0 $297K 0.23% $57.51 +8.5%
Page 3 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%