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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 15 of 22  ·  439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 RDDT REDDIT INC Communication Services 53.0 $12K 0.00% NEW $229.89 -25.0%
282 DRLL EA SERIES TRUST 410.0 $12K 0.00% NEW $28.53 +24.7%
283 DVA DAVITA INC Healthcare 100.0 $11K 0.00% NEW $113.61 +73.0%
284 SOUTHSTATE BK CORP 120.0 $11K 0.00% NEW $94.12
285 JEPQ J P MORGAN EXCHANGE TRADED F 193.0 $11K 0.00% NEW $58.12 +5.1%
286 VRSK VERISK ANALYTICS INC Industrials 50.0 $11K 0.00% NEW $223.70 -21.9%
287 HPE HEWLETT PACKARD ENTERPRISE C Technology 458.0 $11K 0.00% NEW $24.02 +81.6%
288 UNH UNITEDHEALTH GROUP INC Healthcare 33.0 $11K 0.00% NEW $330.12 +15.1%
289 CI THE CIGNA GROUP Healthcare 39.0 $11K 0.00% NEW $275.23 +2.4%
290 EIX EDISON INTL Utilities 175.0 $11K 0.00% NEW $60.02 +15.7%
291 GOVT ISHARES TR 447.0 $10K 0.00% NEW $23.03 -1.1%
292 GDX VANECK ETF TRUST 119.0 $10K 0.00% NEW $85.65 +3.8%
293 RGLD ROYAL GOLD INC Basic Materials 45.0 $10K 0.00% NEW $221.93 +1.6%
294 AEE AMEREN CORP Utilities 100.0 $10K 0.00% NEW $99.86 +8.6%
295 FNV FRANCO NEV CORP Basic Materials 47.0 $10K 0.00% NEW $207.30 +11.0%
296 FNDA SCHWAB STRATEGIC TR 306.0 $10K 0.00% NEW $31.51 +14.7%
297 VOT VANGUARD INDEX FDS 34.0 $9K 0.00% NEW $279.15 +6.3%
298 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 283.0 $9K 0.00% NEW $33.37 +2.6%
299 JCI JOHNSON CTLS INTL PLC Industrials 77.0 $9K 0.00% NEW $119.75 +13.5%
300 XSMO INVESCO EXCHANGE TRADED FD T 126.0 $9K 0.00% NEW $72.02 +22.2%
Page 15 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%