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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 13 of 22  ·  439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CEG CONSTELLATION ENERGY CORP Utilities 56.0 $20K 0.00% NEW $353.29 -18.9%
242 FSTA FIDELITY COVINGTON TRUST 400.0 $20K 0.00% NEW $49.19 +6.3%
243 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 400.0 $19K 0.00% NEW $48.58 +76.1%
244 QUAL ISHARES TR 96.0 $19K 0.00% NEW $198.62 +8.7%
245 EOG EOG RES INC Energy 180.0 $19K 0.00% NEW $105.01 +27.0%
246 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 300.0 $19K 0.00% NEW $62.66 +8.9%
247 KR KROGER CO Consumer Defensive 300.0 $19K 0.00% NEW $62.48 -0.0%
248 SOFI SOFI TECHNOLOGIES INC Financial Services 701.0 $18K 0.00% NEW $26.18 -30.8%
249 IWB ISHARES TR 49.0 $18K 0.00% NEW $373.45 +10.5%
250 CARR CARRIER GLOBAL CORPORATION Industrials 341.0 $18K 0.00% NEW $52.84 +22.0%
251 LEN LENNAR CORP Consumer Cyclical 175.0 $18K 0.00% NEW $102.80 -11.4%
252 IJK ISHARES TR 185.0 $18K 0.00% NEW $97.05 +17.4%
253 JTEK J P MORGAN EXCHANGE TRADED F 197.0 $18K 0.00% NEW $90.08 +18.7%
254 BP BP PLC Energy 500.0 $17K 0.00% NEW $34.73 +20.4%
255 LHX L3HARRIS TECHNOLOGIES INC Industrials 59.0 $17K 0.00% NEW $293.58 +5.9%
256 HOMB HOME BANCSHARES INC Financial Services 620.0 $17K 0.00% NEW $27.78 -3.0%
257 RALLIANT CORP 333.0 $17K 0.00% NEW $50.91
258 FNDE SCHWAB STRATEGIC TR 461.0 $17K 0.00% NEW $36.06 +14.3%
259 SHOP SHOPIFY INC Technology 103.0 $17K 0.00% NEW $160.97 -26.8%
260 FNDF SCHWAB STRATEGIC TR 363.0 $16K 0.00% NEW $45.21 +20.8%
Page 13 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%