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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 11 of 22  ·  439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CNNE CANNAE HLDGS INC Consumer Cyclical 1,944.0 $31K 0.00% NEW $15.73 -6.0%
202 VMC VULCAN MATLS CO Basic Materials 106.0 $30K 0.00% NEW $285.23 +0.3%
203 XLG INVESCO EXCHANGE TRADED FD T 510.0 $30K 0.00% NEW $59.28 +8.4%
204 AEM AGNICO EAGLE MINES LTD Basic Materials 178.0 $30K 0.00% NEW $169.53 +5.3%
205 DTM DT MIDSTREAM INC Energy 250.0 $30K 0.00% NEW $119.68 +18.4%
206 XT ISHARES TR 423.0 $29K 0.00% NEW $69.73 +19.7%
207 J JACOBS SOLUTIONS INC Industrials 221.0 $29K 0.00% NEW $132.46 -9.0%
208 SCHA SCHWAB STRATEGIC TR 1,010.0 $29K 0.00% NEW $28.48 +19.0%
209 ENB ENBRIDGE INC Energy 597.0 $29K 0.00% NEW $47.83 +15.6%
210 ITOT ISHARES TR 190.0 $28K 0.00% NEW $148.69 +11.0%
211 HOOD ROBINHOOD MKTS INC Financial Services 249.0 $28K 0.00% NEW $113.10 -23.4%
212 BMY BRISTOL-MYERS SQUIBB CO Healthcare 520.0 $28K 0.00% NEW $53.94 +5.9%
213 IGV ISHARES TR 260.0 $27K 0.00% NEW $105.69 -6.2%
214 IWF ISHARES TR 58.0 $27K 0.00% NEW $473.31 -73.1%
215 ARM ARM HOLDINGS PLC Technology 250.0 $27K 0.00% NEW $109.31 +209.1%
216 JMUB J P MORGAN EXCHANGE TRADED F 541.0 $27K 0.00% NEW $50.50 -0.1%
217 PFF ISHARES TR 875.0 $27K 0.00% NEW $30.96 +1.9%
218 IRM IRON MTN INC DEL Real Estate 325.0 $27K 0.00% NEW $82.95 +52.9%
219 MPC MARATHON PETE CORP Energy 162.0 $26K 0.00% NEW $162.64 +54.1%
220 VTV VANGUARD INDEX FDS 135.0 $26K 0.00% NEW $190.99 +11.0%
Page 11 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%