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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 19 of 22  ·  439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 IJR ISHARES TR 31.0 $4K NEW $120.19 +16.2%
362 KLAC KLA CORP Technology 3.0 $4K NEW $1215.33 +59.0%
363 FS SPECIALTY LENDING FD 252.0 $4K NEW $14.14
364 MILLROSE PPTYS INC 119.0 $4K NEW $29.87
365 QYLD GLOBAL X FDS 200.0 $4K NEW $17.67 +2.2%
366 DYNF BLACKROCK ETF TRUST 58.0 $4K NEW $60.81 +10.8%
367 DEO DIAGEO PLC Consumer Defensive 39.0 $3K NEW $86.28 -1.9%
368 DPZ DOMINOS PIZZA INC Consumer Cyclical 8.0 $3K NEW $416.88 -25.1%
369 NSA NATIONAL STORAGE AFFILIATES Real Estate 115.0 $3K NEW $28.22 +53.9%
370 TBBK BANCORP INC DEL Financial Services 48.0 $3K NEW $67.52 -18.2%
371 AMTM AMENTUM HOLDINGS INC Industrials 106.0 $3K NEW $29.00 -17.1%
372 EQT EQT CORP Energy 57.0 $3K NEW $53.61 +3.4%
373 CCL CARNIVAL CORP Consumer Cyclical 100.0 $3K NEW $30.54 -8.2%
374 FCX FREEPORT-MCMORAN INC Basic Materials 60.0 $3K NEW $50.80 +29.4%
375 GPC GENUINE PARTS CO Consumer Cyclical 24.0 $3K NEW $123.00 -19.5%
376 CHWY CHEWY INC Consumer Cyclical 88.0 $3K NEW $33.06 -35.1%
377 SPOT SPOTIFY TECHNOLOGY S A Communication Services 5.0 $3K NEW $580.80 -10.4%
378 VTRS VIATRIS INC Healthcare 232.0 $3K NEW $12.45 +29.4%
379 JIG J P MORGAN EXCHANGE TRADED F 39.0 $3K NEW $73.36 +15.1%
380 EMLC VANECK ETF TRUST 110.0 $3K NEW $25.83 -1.0%
Page 19 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%