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Portfolio (Quarterly) Guide ↗

GODSEY & GIBB, INC

· CIK 0000887402
13F Portfolio $1.1B AUM 389 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 50 Added 89 Reduced 59 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPDW SPDR INDEX SHS FDS 955.0 $44K 0.00% NEW $45.65 +11.4%
2 SCHM SCHWAB STRATEGIC TR 923.0 $29K 0.00% NEW $30.96 +13.5%
3 SPYV SPDR SERIES TRUST 286.0 $16K 0.00% NEW $56.58 +8.0%
4 IUSG ISHARES TR 58.0 $9K 0.00% NEW $155.12 +21.8%
5 SM SM ENERGY COMPANY Energy 137.0 $4K NEW $31.18 -1.8%
6 VSNT VERSANT MEDIA GROUP INC Industrials 69.0 $3K NEW $37.09 +17.0%
7 AVAV AEROVIRONMENT INC Industrials 8.0 $1K NEW $183.12 -1.0%
8 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 7.0 $197.0 NEW $28.14 +22.8%
9 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 10.0 $170.0 NEW $17.00 +11.6%

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
Financial Services 19.9%
Technology 19.8%
Industrials 14.9%
Healthcare 13.5%
Utilities 9.5%
Consumer Defensive 7.1%
Communication Services 6.5%
Energy 6.3%
Consumer Cyclical 2.3%
Real Estate 0.0%