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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 20 of 22  ·  439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 KVUE KENVUE INC Consumer Defensive 160.0 $3K NEW $17.25 +2.3%
382 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 200.0 $3K NEW $13.28 -0.4%
383 CINF CINCINNATI FINL CORP Financial Services 16.0 $3K NEW $163.38 -2.0%
384 DD DUPONT DE NEMOURS INC Basic Materials 65.0 $3K NEW $40.20 +18.7%
385 Q QNITY ELECTRONICS INC Technology 32.0 $3K NEW $81.66 +94.6%
386 CIVITAS RESOURCES INC 95.0 $3K NEW $27.09
387 RDVI FIRST TR EXCHANGE-TRADED FD 96.0 $3K NEW $26.25 +4.4%
388 EFG ISHARES TR 22.0 $3K NEW $113.95 +8.1%
389 BCE BCE INC Communication Services 95.0 $2K NEW $23.82 +4.5%
390 UVV UNIVERSAL CORP VA Consumer Defensive 42.0 $2K NEW $52.29 -1.1%
391 TER TERADYNE INC Technology 11.0 $2K NEW $193.64 +97.7%
392 BB BLACKBERRY LTD Technology 550.0 $2K NEW $3.79 +134.9%
393 CDW CDW CORP Technology 15.0 $2K NEW $138.33 -16.4%
394 SONY SONY GROUP CORP Technology 75.0 $2K NEW $25.60 -14.7%
395 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 120.0 $2K NEW $15.85 +3.4%
396 EMBC EMBECTA CORP Healthcare 158.0 $2K NEW $11.89 -72.1%
397 IDEV ISHARES TR 21.0 $2K NEW $82.52 +9.5%
398 CTVA CORTEVA INC Basic Materials 25.0 $2K NEW $67.04 +20.4%
399 STZ CONSTELLATION BRANDS INC Consumer Defensive 12.0 $2K NEW $138.00 +3.3%
400 ANNALY CAPITAL MANAGEMENT IN 72.0 $2K NEW $22.36
Page 20 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%