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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 6 of 55  ·  1,090 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GS GOLDMAN SACHS GROUP INC COM USD0.01 Financial Services 181.0 $183K 0.14% -8.0 -4.2% $1011.37 +2.2%
102 ILCG ISHARES TR MORNINGSTAR GRWT 1,545.0 $181K 0.14% $117.05 -1.6%
103 VHT VANGUARD WORLD FD HEALTH CAR ETF 570.0 $170K 0.13% $299.01 +7.3%
104 IOO ISHARES GLOBAL 100 ETF 1,243.0 $170K 0.13% $136.56 +6.1%
105 VT VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF 1,076.0 $169K 0.13% $156.88 +2.6%
106 PG PROCTER AND GAMBLE CO COM Consumer Defensive 1,150.0 $169K 0.13% +22.0 +1.9% $146.55 -1.9%
107 DUK DUKE ENERGY CORP NEW COM NEW ISIN US26441C2044 SEDOL B7JZSK0 Utilities 1,327.0 $168K 0.13% $126.58 -5.0%
108 AEIS ADVANCED ENERGY INDUSTRIES INC Industrials 450.0 $168K 0.13% $372.87 -26.8%
109 VCSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS 2,112.0 $167K 0.13% -21.0 -1.0% $79.03 -0.7%
110 LIN LINDE PLC COM EUR0.001 Basic Materials 316.0 $164K 0.13% $518.94 -5.7%
111 JHML JOHN HANCOCK EXCHANGE TRADED MLTFCTR LRG CAP 1,817.0 $160K 0.12% -30.0 -1.6% $88.14 +3.2%
112 TPL TEXAS PACIFIC LAND CORPORATION COM Energy 360.0 $158K 0.12% $437.64 -16.7%
113 ENTG ENTEGRIS INC Technology 875.0 $157K 0.12% $179.86 -25.0%
114 FENI FIDELITY ENHANCED INTERNATIONAL ETF 3,666.0 $147K 0.11% +32.0 +0.9% $40.13 +3.2%
115 MRK MERCK &CO. INC COM Healthcare 1,140.0 $146K 0.11% +27.0 +2.4% $128.50 +15.4%
116 T AT&T INC COM USD1 Communication Services 7,025.0 $145K 0.11% -3K -31.5% $20.70 +25.6%
117 RSP INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT 680.0 $145K 0.11% $212.77 +3.7%
118 BSX BOSTON SCIENTIFIC CORP Healthcare 3,375.0 $144K 0.11% $42.68 +9.7%
119 EUSB ISHARES TRUST ISHARES ESG ADVANCED UNIVERSAL USD BOND ETF 3,239.0 $141K 0.11% +39.0 +1.2% $43.45 -1.4%
120 AOR ISHARES TRUST CORE 60/40 BALANCED ALLOCATION ETF 1,983.0 $138K 0.11% $69.51 +0.6%
Page 6 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%