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Portfolio (Quarterly) Guide ↗

GODSEY & GIBB, INC

· CIK 0000887402
13F Portfolio $1.1B AUM 439 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 439 New
Page 18 of 22  ·  439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 LVHI LEGG MASON ETF INVT 144.0 $5K NEW $36.83 +14.5%
342 IWO ISHARES TR 16.0 $5K NEW $323.06 +15.8%
343 ISHARES TR 111.0 $5K NEW $45.45
344 ED CONSOLIDATED EDISON INC Utilities 50.0 $5K NEW $99.32 +12.4%
345 CTRA COTERRA ENERGY INC Energy 185.0 $5K NEW $26.32 +23.7%
346 SPEM SPDR INDEX SHS FDS 104.0 $5K NEW $46.82 +8.0%
347 FE FIRSTENERGY CORP Utilities 108.0 $5K NEW $44.78 +10.0%
348 APP APPLOVIN CORP Technology 7.0 $5K NEW $673.86 -39.2%
349 EVRG EVERGY INC Utilities 65.0 $5K NEW $72.49 +18.9%
350 JAVA J P MORGAN EXCHANGE TRADED F 62.0 $4K NEW $71.73 +11.0%
351 SRE SEMPRA Utilities 50.0 $4K NEW $88.30 +5.6%
352 TPL TEXAS PACIFIC LAND CORPORATI Energy 15.0 $4K NEW $287.27 +51.2%
353 PJT PJT PARTNERS INC Financial Services 25.0 $4K NEW $167.20 -2.2%
354 KHC KRAFT HEINZ CO Consumer Defensive 170.0 $4K NEW $24.25 +6.1%
355 KD KYNDRYL HLDGS INC Technology 155.0 $4K NEW $26.56 -56.6%
356 ARES ARES MANAGEMENT CORPORATION Financial Services 25.0 $4K NEW $161.64 -24.8%
357 APD AIR PRODS & CHEMS INC Basic Materials 16.0 $4K NEW $247.06 +20.4%
358 PANW PALO ALTO NETWORKS INC Technology 21.0 $4K NEW $184.24 +75.8%
359 CRH PLC 31.0 $4K NEW $124.81
360 NOW SERVICENOW INC Technology 25.0 $4K NEW $153.20 -36.7%
Page 18 of 22  ·  439 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 22.2%
Financial Services 21.7%
Industrials 15.0%
Healthcare 13.9%
Utilities 8.8%
Consumer Defensive 6.9%
Energy 4.6%
Communication Services 4.3%
Consumer Cyclical 2.5%
Real Estate 0.0%