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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 17 of 20  ·  389 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 IONQ IONQ INC Technology 160.0 $5K $28.83 +20.3%
322 CPB THE CAMPBELLS COMPANY Consumer Defensive 200.0 $4K $22.27 -1.8%
323 JAVA J P MORGAN EXCHANGE TRADED F 62.0 $4K $71.76 +11.6%
324 KLAC KLA CORP Technology 3.0 $4K $1472.67 -85.4%
325 NSA NATIONAL STORAGE AFFILIATES Real Estate 115.0 $4K $37.75 +15.0%
326 SM SM ENERGY COMPANY Energy 137.0 $4K NEW $31.18 +6.4%
327 KHC KRAFT HEINZ CO Consumer Defensive 170.0 $4K $22.49 +15.4%
328 FCX FREEPORT MCMORAN INC Basic Materials 60.0 $4K $58.78 +10.6%
329 PJT PJT PARTNERS INC Financial Services 25.0 $3K $139.72 +17.5%
330 QYLD GLOBAL X FDS 200.0 $3K $17.15 +3.8%
331 ISHARES TR 74.0 $3K -37.0 -33.3% $46.24
332 TMUS T-MOBILE US INC Communication Services 16.0 $3K -14.0 -46.7% $210.06 -9.1%
333 TER TERADYNE INC Technology 11.0 $3K $296.55 +24.6%
334 FS SPECIALTY LENDING FD 252.0 $3K $12.51
335 VTRS VIATRIS INC Healthcare 232.0 $3K $13.51 +25.9%
336 DD DUPONT DE NEMOURS INC Basic Materials 65.0 $3K $45.80 +204.9%
337 DEO DIAGEO PLC Consumer Defensive 39.0 $3K $74.46 +13.3%
338 JIG J P MORGAN EXCHANGE TRADED F 39.0 $3K $74.26 +10.9%
339 APP APPLOVIN CORP Technology 7.0 $3K $398.00 +3.6%
340 AMTM AMENTUM HOLDINGS INC Industrials 106.0 $3K $26.08 -17.9%
Page 17 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%