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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 6 of 22  ·  439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TSLA TESLA INC Consumer Cyclical 530.0 $238K 0.02% NEW $449.72 -4.4%
102 MDLZ MONDELEZ INTL INC Consumer Defensive 4,420.0 $238K 0.02% NEW $53.82 +14.9%
103 AMD ADVANCED MICRO DEVICES INC Technology 1,110.0 $238K 0.02% NEW $214.16 +139.4%
104 VO VANGUARD INDEX FDS 795.0 $231K 0.02% NEW $290.22 -72.8%
105 VIG VANGUARD SPECIALIZED FUNDS 1,010.0 $222K 0.02% NEW $219.79 +6.7%
106 VUG VANGUARD INDEX FDS 442.0 $216K 0.02% NEW $487.86 -81.7%
107 NEE NEXTERA ENERGY INC Utilities 2,628.0 $211K 0.02% NEW $80.29 +7.6%
108 PSA PUBLIC STORAGE OPER CO Real Estate 813.0 $211K 0.02% NEW $259.50 +18.0%
109 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 664.0 $202K 0.02% NEW $303.89 +39.3%
110 LMT LOCKHEED MARTIN CORP Industrials 413.0 $200K 0.02% NEW $483.67 +9.6%
111 FNDX SCHWAB STRATEGIC TR 6,793.0 $185K 0.02% NEW $27.21 +14.1%
112 CENCORA INC 529.0 $179K 0.02% NEW $337.75
113 PLTR PALANTIR TECHNOLOGIES INC Technology 1,000.0 $178K 0.02% NEW $177.75 -12.6%
114 COHR COHERENT CORP Technology 960.0 $177K 0.02% NEW $184.57 +93.0%
115 ORI OLD REP INTL CORP Financial Services 3,830.0 $175K 0.02% NEW $45.64 -17.9%
116 INTC INTEL CORP Technology 4,428.0 $163K 0.01% NEW $36.90 +225.7%
117 LOW LOWES COS INC Consumer Cyclical 658.0 $159K 0.01% NEW $241.16 -9.9%
118 BAC BANK AMERICA CORP Financial Services 2,762.0 $152K 0.01% NEW $55.00 -7.0%
119 BDX BECTON DICKINSON & CO Healthcare 761.0 $148K 0.01% NEW $194.07 -23.8%
120 PPG PPG INDS INC Basic Materials 1,435.0 $147K 0.01% NEW $102.46 +10.5%
Page 6 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%