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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 10 of 20  ·  389 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TJX TJX COS INC NEW Consumer Cyclical 280.0 $45K 0.00% $159.70 -2.9%
182 SPDW SPDR INDEX SHS FDS 955.0 $44K 0.00% NEW $45.65 +12.0%
183 NUE NUCOR CORP Basic Materials 250.0 $42K 0.00% $169.10 +46.7%
184 TT TRANE TECHNOLOGIES PLC Industrials 100.0 $42K 0.00% $416.74 +9.4%
185 VLTO VERALTO CORP Industrials 466.0 $41K 0.00% $88.42 -4.9%
186 FG F&G ANNUITIES & LIFE INC Financial Services 1,606.0 $41K 0.00% $25.32 +10.3%
187 PFXF VANECK ETF TRUST 2,318.0 $41K 0.00% $17.54 +7.4%
188 VT VANGUARD INTL EQUITY INDEX F 292.0 $40K 0.00% $138.32 +14.3%
189 SCHE SCHWAB STRATEGIC TR 1,220.0 $40K 0.00% -135.0 -10.0% $32.95 +10.5%
190 MPC MARATHON PETE CORP Energy 162.0 $40K 0.00% $244.19 +2.3%
191 ARM ARM HOLDINGS PLC Technology 250.0 $38K 0.00% $151.28 +126.1%
192 SCHI SCHWAB STRATEGIC TR 1,633.0 $37K 0.00% $22.68 +0.1%
193 AEM AGNICO EAGLE MINES LTD Basic Materials 178.0 $36K 0.00% $202.98 -12.3%
194 DTM DT MIDSTREAM INC Energy 250.0 $34K 0.00% $134.67 +5.3%
195 BA BOEING CO Industrials 167.0 $33K 0.00% $199.04 +15.2%
196 IRM IRON MTN INC DEL Real Estate 325.0 $33K 0.00% $102.14 +23.9%
197 ENB ENBRIDGE INC Energy 597.0 $32K 0.00% $54.14 +2.0%
198 QUAL ISHARES TR 163.0 $31K 0.00% +67.0 +69.8% $191.82 +12.7%
199 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 400.0 $30K 0.00% $76.16 +11.0%
200 RACE FERRARI N V Consumer Cyclical 90.0 $30K 0.00% $338.46 +1.3%
Page 10 of 20  ·  389 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%