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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 2 of 22  ·  439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DUK DUKE ENERGY CORP NEW Utilities 203,338.0 $23.8M 2.14% NEW $117.21 +5.5%
22 MDT MEDTRONIC PLC Healthcare 247,407.0 $23.8M 2.13% NEW $96.06 -21.4%
23 AMGN AMGEN INC Healthcare 72,351.0 $23.7M 2.13% NEW $327.31 +2.7%
24 CTAS CINTAS CORP Industrials 125,394.0 $23.6M 2.12% NEW $188.07 -8.1%
25 TFC TRUIST FINL CORP Financial Services 478,764.0 $23.6M 2.12% NEW $49.21 -2.8%
26 SYK STRYKER CORPORATION Healthcare 66,831.0 $23.5M 2.11% NEW $351.47 -12.7%
27 COST COSTCO WHSL CORP NEW Consumer Defensive 26,801.0 $23.1M 2.08% NEW $862.34 +15.7%
28 A AGILENT TECHNOLOGIES INC Healthcare 168,979.0 $23.0M 2.07% NEW $136.07 +1.1%
29 FAST FASTENAL CO Industrials 566,226.0 $22.7M 2.04% NEW $40.13 +11.4%
30 D DOMINION ENERGY INC Utilities 387,524.0 $22.7M 2.04% NEW $58.59 +15.8%
31 AEP AMERICAN ELEC PWR CO INC Utilities 191,340.0 $22.1M 1.98% NEW $115.31 +10.5%
32 HD HOME DEPOT INC Consumer Cyclical 62,463.0 $21.5M 1.93% NEW $344.10 -7.0%
33 CVX CHEVRON CORP NEW Energy 135,815.0 $20.7M 1.86% NEW $152.41 +20.1%
34 SLB SLB LIMITED Energy 538,313.0 $20.7M 1.86% NEW $38.38 +44.0%
35 PEP PEPSICO INC Consumer Defensive 137,101.0 $19.7M 1.77% NEW $143.52 +1.7%
36 MCHP MICROCHIP TECHNOLOGY INC. Technology 300,335.0 $19.1M 1.72% NEW $63.72 +52.4%
37 PAYX PAYCHEX INC Industrials 164,084.0 $18.4M 1.65% NEW $112.18 -14.7%
38 CME CME GROUP INC Financial Services 67,069.0 $18.3M 1.65% NEW $273.08 +1.8%
39 UPS UNITED PARCEL SERVICE INC Industrials 181,243.0 $18.0M 1.61% NEW $99.19 +7.3%
40 CMCSA COMCAST CORP NEW Communication Services 519,812.0 $15.5M 1.40% NEW $29.89 -16.5%
Page 2 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%