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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002097943

Godfrey Financial Associates, Inc.

GLENMONT, NY · File #028-26155

Latest AUM
$115.3M
Positions
1,116
Top-10 Concentration
66.6%
Filings
1

Sector Allocation

Technology
7.8%$9.0M
Financials
3.4%$4.0M
Healthcare
2.1%$2.4M
Industrials
0.9%$1.1M
Energy
0.8%$881,626
Consumer Staples
0.5%$529,978
Materials
0.3%$300,403
Utilities
0.2%$212,156
Real Estate
0.1%$134,472

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR46428720020,725$14.2M16.19%
2ISHARES TR46428730991,431$11.3M12.85%
3ISHARES TR464287507116,980$7.7M8.80%
4ISHARES TR46429B66361,392$7.5M8.51%
5ISHARES TR46428722637,828$3.8M4.31%
6ISHARES TR46428716826,318$3.7M4.24%
7ISHARES TR46428715022,619$3.4M3.83%
8ISHARES TR46428780426,372$3.2M3.61%
9MICROSOFT CORPMSFT3,919$1.9M2.16%
10NVIDIA CORPORATIONNVDA10,014$1.9M2.13%
11BERKSHIRE HATHAWAY INC DELBRK-A3,346$1.7M1.92%
12ISHARES TR46428760616,511$1.6M1.82%
13ALPHABET INCGOOG4,710$1.5M1.68%
14SCHWAB STRATEGIC TR80852420153,609$1.4M1.64%
15AMAZON COM INCAMZN5,325$1.2M1.40%
16ISHARES TR46428832321,884$1.2M1.34%
17ARISTA NETWORKS INCANET7,696$1.0M1.15%
18JOHNSON &JOHNSONJNJ4,541$939,6731.07%
19ISHARES TR46428844824,297$929,6531.06%
20SCHWAB STRATEGIC TR80852430026,775$897,2191.02%