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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
Page 4 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IWR ISHARES TR 497.0 $48K 0.00% -154.0 -23.7% $97.23 +10.3%
62 SCHE SCHWAB STRATEGIC TR 1,220.0 $40K 0.00% -135.0 -10.0% $32.95 +10.6%
63 VWO VANGUARD INTL EQUITY INDEX F 544.0 $29K 0.00% -336.0 -38.2% $54.05 +11.0%
64 BMY BRISTOL-MYERS SQUIBB CO Healthcare 455.0 $28K 0.00% -65.0 -12.5% $60.65 -6.1%
65 PFE PFIZER INC Healthcare 778.0 $22K 0.00% -33.0 -4.1% $28.09 -7.2%
66 IEFA ISHARES TR 222.0 $20K 0.00% -206.0 -48.1% $90.53 +8.3%
67 XLK SELECT SECTOR SPDR TR 130.0 $17K 0.00% -20.0 -13.3% $132.90 +40.8%
68 SCHA SCHWAB STRATEGIC TR 585.0 $17K 0.00% -425.0 -42.1% $29.08 +17.5%
69 GS GOLDMAN SACHS GROUP INC Financial Services 20.0 $17K 0.00% -7.0 -25.9% $846.00 +18.6%
70 FNDF SCHWAB STRATEGIC TR 322.0 $16K 0.00% -41.0 -11.3% $48.93 +10.9%
71 RSG REPUBLIC SVCS INC Industrials 60.0 $13K 0.00% -51.0 -46.0% $219.03 -6.6%
72 BIL SPDR SERIES TRUST 130.0 $12K 0.00% -265.0 -67.1% $91.65 -0.0%
73 DFIV DIMENSIONAL ETF TRUST 181.0 $10K 0.00% -220.0 -54.9% $52.78 +5.4%
74 SPG SIMON PPTY GROUP INC NEW Real Estate 50.0 $9K 0.00% -22.0 -30.6% $186.54 +11.0%
75 SHEL SHELL PLC Energy 100.0 $9K 0.00% -200.0 -66.7% $93.00 -9.6%
76 SNOW SNOWFLAKE INC Technology 58.0 $9K 0.00% -6.0 -9.4% $150.83 +61.6%
77 UBER UBER TECHNOLOGIES INC Technology 120.0 $9K 0.00% -71.0 -37.2% $71.93 -1.5%
78 IJK ISHARES TR 85.0 $9K 0.00% -100.0 -54.0% $101.01 +12.6%
79 UNH UNITEDHEALTH GROUP INC Healthcare 25.0 $7K 0.00% -8.0 -24.2% $270.60 +41.2%
80 ACN ACCENTURE PLC IRELAND Technology 30.0 $6K 0.00% -17.0 -36.2% $198.30 -10.1%
Page 4 of 5  ·  89 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
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%