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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 5 of 22  ·  439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JNJ JOHNSON & JOHNSON Healthcare 1,854.0 $384K 0.03% NEW $206.90 +11.6%
82 SCHD SCHWAB STRATEGIC TR 12,911.0 $354K 0.03% NEW $27.43 +19.0%
83 ALL ALLSTATE CORP Financial Services 1,700.0 $354K 0.03% NEW $208.15 -0.4%
84 SCHW SCHWAB CHARLES CORP Financial Services 3,455.0 $345K 0.03% NEW $99.91 -14.6%
85 MUSA MURPHY USA INC Consumer Cyclical 848.0 $342K 0.03% NEW $403.52 +26.8%
86 AMAT APPLIED MATLS INC Technology 1,298.0 $334K 0.03% NEW $256.99 +75.0%
87 VYM VANGUARD WHITEHALL FDS 2,310.0 $332K 0.03% NEW $143.52 +10.3%
88 DHR DANAHER CORPORATION Healthcare 1,410.0 $323K 0.03% NEW $228.92 -21.1%
89 ABT ABBOTT LABS Healthcare 2,482.0 $311K 0.03% NEW $125.30 -31.2%
90 CSCO CISCO SYS INC Technology 3,852.0 $297K 0.03% NEW $77.03 +54.0%
91 HON HONEYWELL INTL INC Industrials 1,520.0 $297K 0.03% NEW $195.09 +19.4%
92 MCD MCDONALDS CORP Consumer Cyclical 945.0 $289K 0.03% NEW $305.63 -9.1%
93 MS MORGAN STANLEY Financial Services 1,626.0 $289K 0.03% NEW $177.53 +14.8%
94 XLU SELECT SECTOR SPDR TR 6,605.0 $282K 0.03% NEW $42.69 +4.5%
95 MU MICRON TECHNOLOGY INC Technology 908.0 $259K 0.02% NEW $285.41 +223.6%
96 FIS FIDELITY NATL INFORMATION SV Technology 3,886.0 $258K 0.02% NEW $66.46 -36.5%
97 EPD ENTERPRISE PRODS PARTNERS L Energy 7,977.0 $256K 0.02% NEW $32.06 +17.0%
98 SYY SYSCO CORP Consumer Defensive 3,350.0 $247K 0.02% NEW $73.69 +3.0%
99 SDY SPDR SERIES TRUST 1,768.0 $246K 0.02% NEW $139.16 +7.7%
100 RSPT INVESCO EXCHANGE TRADED FD T 5,360.0 $244K 0.02% NEW $45.51 +37.4%
Page 5 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%