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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 6 of 20  ·  389 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AMD ADVANCED MICRO DEVICES INC Technology 1,110.0 $226K 0.02% $203.43 +152.0%
102 COHR COHERENT CORP Technology 940.0 $224K 0.02% -20.0 -2.1% $238.21 +49.5%
103 PSA PUBLIC STORAGE OPER CO Real Estate 813.0 $220K 0.02% $270.88 +13.0%
104 VO VANGUARD INDEX FDS 751.0 $216K 0.02% -44.0 -5.5% $287.18 -72.6%
105 VUG VANGUARD INDEX FDS 458.0 $200K 0.02% +16.0 +3.6% $436.79 -79.5%
106 VIG VANGUARD SPECIALIZED FUNDS 925.0 $199K 0.02% -85.0 -8.4% $215.07 +9.1%
107 TSLA TESLA INC Consumer Cyclical 530.0 $197K 0.02% $371.75 +15.7%
108 LNG CHENIERE ENERGY INC Energy 669.0 $190K 0.02% +69.0 +11.5% $283.76 -20.3%
109 FNDX SCHWAB STRATEGIC TR 6,557.0 $183K 0.02% -236.0 -3.5% $27.85 +11.5%
110 FIS FIDELITY NATL INFORMATION SV Technology 3,886.0 $182K 0.02% $46.91 -9.8%
111 INTC INTEL CORP Technology 4,028.0 $178K 0.01% -400.0 -9.0% $44.13 +172.4%
112 LMT LOCKHEED MARTIN CORP Industrials 285.0 $172K 0.01% -128.0 -31.0% $604.39 -12.3%
113 CENCORA INC 529.0 $166K 0.01% $314.14
114 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 2,235.0 $162K 0.01% -55.0 -2.4% $72.69 +10.9%
115 NOC NORTHROP GRUMMAN CORP Industrials 232.0 $158K 0.01% $682.24 -19.1%
116 CAT CATERPILLAR INC Industrials 222.0 $157K 0.01% +6.0 +2.8% $708.46 +24.4%
117 ORI OLD REP INTL CORP Financial Services 3,830.0 $153K 0.01% $39.90 -6.1%
118 LOW LOWES COS INC Consumer Cyclical 640.0 $151K 0.01% -18.0 -2.7% $236.28 -8.1%
119 PLTR PALANTIR TECHNOLOGIES INC Technology 1,000.0 $146K 0.01% $146.28 +6.3%
120 SLV ISHARES SILVER TR Financial Services 2,121.0 $145K 0.01% $68.14 -0.7%
Page 6 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%