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Asset Manager ← All Institutions

Godfrey Financial Associates, Inc.

Q1 2026 · Filed 2026-05-12
Market Value
$117M
Holdings
1,127
New Purchases
30
Added To
172
Closed
33
Reduced
89
Top 10 Concentration
49.9%
Turnover
5.6%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 76 $33M 28.0%
Large Cap 493 $68M 58.7%
Mid Cap 370 $10M 8.2%
Small Cap 151 $5M 4.2%
Micro Cap 37 $979K 0.8%

Portfolio Analytics

Avg Market Cap
$80.4B
Median Market Cap
$10.3B
Avg P/E
32.6
Median P/E
21.0
Avg Dividend Yield
0.02%
Avg Beta
0.98
# Stocks
770
# ETFs / Funds
357

Top Holdings (1,127 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 11.23% 20,040 $13M $653.20 -$1M -685 -3.3%
2 IVW 8.77% 90,387 $10M $113.11 -$1M -1,044 -1.1%
3 HDV 7.08% 60,781 $8M $135.72 $783K -611 -1.0%
4 IJH 6.76% 116,676 $8M $67.53 $158K -304 -0.3%
5 DVY 3.54% 27,205 $4M $151.41 $405K +887 +3.4%
6 AGG 3.29% 38,592 $4M $99.27 $53K +764 +2.0%
7 IJR 2.78% 26,014 $3M $124.31 $64K -358 -1.4%
8 ITOT 2.70% 22,095 $3M $142.43 -$216K -524 -2.3%
9 STIP 2.25% 25,311 $3M $103.43 $3M +16,710 +194.3%
10 NVDA 1.51% 10,104 $2M $174.40 -$105K +90 +0.9%
11 BRK-B 1.38% 3,352 $2M $479.20 -$76K +6 +0.2%
12 IJK 1.35% 15,612 $2M $100.62 -$29K -899 -5.4%
13 MSFT 1.25% 3,926 $1M $370.19 -$442K +7 +0.2%
14 SCHX 1.17% 53,156 $1M $25.64 -$80K -453 -0.8%
15 GOOGL 1.17% 4,729 $1M $287.56 -$114K +19 +0.4%
16 NYF 1.00% 21,884 $1M $53.12 -$9K
17 AMZN 0.96% 5,377 $1M $208.27 -$109K +52 +1.0%
18 JNJ 0.95% 4,543 $1M $244.42 $171K +2 +0.0%
19 IDV 0.92% 25,242 $1M $42.56 $145K +945 +3.9%
20 EFG 0.85% 10,988 $992K $90.25 $236K +4,351 +65.6%
21 ANET 0.81% 7,696 $945K $122.78 -$63K
22 VEA 0.78% 14,165 $908K $64.08 $77K +864 +6.5%
23 AAPL 0.70% 3,205 $813K $253.82 -$46K +42 +1.3%
24 IEFA 0.64% 8,266 $748K $90.53 -$54K -700 -7.8%
25 SCHG 0.62% 24,910 $726K $29.13 -$985K -26,795 -51.8%
26 TSLA 0.62% 1,943 $722K $371.75 -$154K -6 -0.3%
27 V 0.58% 2,233 $675K $302.23 -$110K -6 -0.3%
28 FELG 0.56% 17,404 $652K $37.49 -$88K -349 -2.0%
29 LQD 0.53% 5,689 $620K $109.00 -$28K -193 -3.3%
30 DSI 0.52% 4,955 $600K $121.19 -$183K -1,126 -18.5%
31 ISTB 0.51% 12,294 $596K $48.46 -$4K +49 +0.4%
32 IBM 0.50% 2,395 $581K $242.39 -$128K +2 +0.1%
33 IJT 0.49% 3,951 $572K $144.71 $14K
34 DGRO 0.48% 8,000 $561K $70.18 $55K +700 +9.6%
35 XOM 0.48% 3,308 $561K $169.66 $164K +6 +0.2%
36 DELL 0.47% 3,338 $548K $164.13 $128K
37 ESGU 0.45% 3,703 $524K $141.43 -$39K -76 -2.0%
38 IYW 0.44% 2,806 $509K $181.42 -$14K +186 +7.1%
39 TIP 0.40% 4,224 $466K $110.35 -$628 -23 -0.5%
40 EFIV 0.39% 7,193 $454K $63.08 $77K +1,499 +26.3%
41 ASML 0.38% 338 $446K $1,320.93 $85K
42 SPHD 0.35% 8,224 $408K $49.61 $11K -55 -0.7%
43 IXN 0.34% 4,020 $402K $99.97 -$20K
44 JPM 0.34% 1,364 $401K $294.23 -$39K -3 -0.2%
45 VCIT 0.31% 4,421 $366K $82.75 -$2K +31 +0.7%
46 ICLN 0.30% 19,099 $349K $18.29 $29K -406 -2.1%
47 GOOG 0.29% 1,190 $341K $286.86 -$32K
48 CAT 0.29% 475 $337K $708.46 $65K +1 +0.2%
49 INTU 0.28% 767 $332K $432.38 -$176K
50 LCTU 0.28% 4,672 $328K $70.14 -$22K -46 -1.0%
51 IVE 0.27% 1,492 $315K $211.15 $67K +375 +33.6%
52 IEV 0.27% 4,606 $313K $67.94 -$3K
53 IWM 0.27% 1,258 $312K $248.00 $2K
54 IWR 0.27% 3,208 $312K $97.23 $3K
55 T 0.26% 10,251 $297K $28.99 $43K +14 +0.1%
56 SUSB 0.24% 11,049 $277K $25.07 -$2K +8 +0.1%
57 SPY 0.23% 410 $267K $650.37 -$20K -11 -2.6%
58 VWO 0.22% 4,817 $260K $54.05 $32K +562 +13.2%
59 BNDX 0.22% 5,339 $257K $48.05 -$7K -92 -1.7%
60 WMT 0.22% 2,055 $255K $124.25 $28K +17 +0.8%
61 IUSV 0.22% 2,495 $255K $102.25 $253K
62 BAC 0.22% 5,163 $252K $48.75 -$31K +29 +0.6%
63 ADSK 0.21% 1,045 $250K $239.40 -$59K
64 GE 0.21% 865 $245K $283.77 -$19K +5 +0.6%
65 ESML 0.21% 5,126 $241K $47.02 $13K +158 +3.2%
66 CSCO 0.20% 3,074 $238K $77.59 $3K +14 +0.5%
67 IUSG 0.20% 1,490 $231K $155.11 -$19K
68 SUSC 0.20% 9,967 $231K $23.14 $2K +190 +1.9%
69 ADBE 0.20% 939 $228K $243.08 -$100K
70 QQQ 0.19% 392 $226K $576.61 -$23K -13 -3.2%
71 BINC 0.19% 4,249 $221K $51.94 $43K +874 +25.9%
72 IYM 0.19% 1,247 $219K $175.89 $74K +300 +31.7%
73 VZ 0.19% 4,296 $216K $50.20 $41K +6 +0.1%
74 ACN 0.18% 1,075 $213K $198.29 -$75K
75 BSX 0.18% 3,375 $212K $62.75 -$110K
76 SCHH 0.18% 9,752 $210K $21.49 $10K +213 +2.2%
77 AGZ 0.18% 1,872 $205K $109.69 -$1K
78 IWV 0.17% 546 $202K $370.68 -$14K -14 -2.5%
79 SPLG 0.17% 2,588 $198K $76.54 $15K +301 +13.2%
80 VV 0.17% 656 $196K $298.85 $5K +50 +8.2%
81 BUFZ 0.17% 7,456 $196K $26.27 $61K +2,364 +46.4%
82 DMXF 0.17% 2,566 $194K $75.46 $12K +155 +6.4%
83 PZT 0.16% 8,547 $189K $22.07 -$2K
84 MA 0.16% 376 $188K $499.72 -$25K +3 +0.8%
85 CGMS 0.16% 6,768 $184K $27.23 -$1K +50 +0.7%
86 LLY 0.16% 200 $184K $919.77 -$30K +1 +0.5%
87 QUAL 0.16% 957 $184K $191.81 $56K +314 +48.8%
88 PFF 0.16% 6,027 $183K $30.32 -$10K -190 -3.1%
89 IXUS 0.16% 2,085 $181K $86.63 $8K +41 +2.0%
90 GEV 0.15% 205 $179K $872.90 $45K
91 VTWO 0.15% 1,781 $178K $100.14 $2K +7 +0.4%
92 FMDE 0.15% 4,947 $178K $35.96 -$23K -579 -10.5%
93 EAGG 0.15% 3,710 $176K $47.55 $9K +272 +7.9%
94 EFV 0.15% 2,358 $175K $74.35 $53K +641 +37.3%
95 DUK 0.15% 1,327 $174K $130.94 $18K
96 TPL 0.15% 360 $171K $474.56 $67K
97 VCSH 0.15% 2,133 $169K $79.27 $693 +21 +1.0%
98 VTI 0.14% 524 $168K $320.77 $168K -11 -2.1%
99 PG 0.14% 1,128 $163K $144.48 $1K
100 NBIX 0.14% 1,225 $161K $131.74 -$12K

New Positions

SymbolValue% Port
IGRO $108K 0.09%
SCHC $87K 0.08%
PDP $25K 0.02%
FXH $16K 0.01%
LDOS $16K 0.01%
FBT $14K 0.01%
BLDX $10K 0.01%
HISF $6K —%
IGV $4K —%
VYMI $3K —%
FFSM $2K —%
HYD $2K —%
WAT $2K —%
VSNTV $2K —%
VBR $2K —%

Sold Out Positions

SymbolValue% Port
CSV —%
VEL —%
ESNT —%
NNI —%
NJR —%
PNFP —%
IRT —%
AVA —%
SXT —%
CHCO —%
FBLA —%
GABC —%
BNTX —%
CNXN —%
AMSF —%
View SEC EDGAR Filings for Godfrey Financial Associates, Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms