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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 8 of 22  ·  439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NKE NIKE INC Consumer Cyclical 1,624.0 $103K 0.01% NEW $63.71 -26.6%
142 VOO VANGUARD INDEX FDS 163.0 $102K 0.01% NEW $627.13 +10.9%
143 ITW ILLINOIS TOOL WKS INC Industrials 400.0 $99K 0.01% NEW $246.30 +0.6%
144 DE DEERE & CO Industrials 208.0 $97K 0.01% NEW $465.57 +15.5%
145 CSX CSX CORP Industrials 2,638.0 $96K 0.01% NEW $36.25 +24.8%
146 IMMUNITYBIO INC 46,100.0 $91K 0.01% NEW $1.98
147 SCHF SCHWAB STRATEGIC TR 3,747.0 $90K 0.01% NEW $24.04 +15.6%
148 IVV ISHARES TR 131.0 $90K 0.01% NEW $684.95 +11.0%
149 DOV DOVER CORP Industrials 450.0 $88K 0.01% NEW $195.24 +8.7%
150 PSX PHILLIPS 66 Energy 680.0 $88K 0.01% NEW $129.04 +36.9%
151 FDVV FIDELITY COVINGTON TRUST 1,475.0 $84K 0.01% NEW $56.69 +8.8%
152 OEF ISHARES TR 242.0 $83K 0.01% NEW $342.97 +10.1%
153 XLC SELECT SECTOR SPDR TR 683.0 $80K 0.01% NEW $117.72 -1.9%
154 SCHB SCHWAB STRATEGIC TR 2,895.0 $76K 0.01% NEW $26.23 +11.1%
155 GEV GE VERNOVA INC Utilities 111.0 $73K 0.01% NEW $653.58 +48.3%
156 TFX TELEFLEX INCORPORATED Healthcare 550.0 $67K 0.01% NEW $122.04 +5.8%
157 ET ENERGY TRANSFER L P Energy 4,053.0 $67K 0.01% NEW $16.49 +16.9%
158 NSC NORFOLK SOUTHN CORP Industrials 226.0 $65K 0.01% NEW $288.32 +5.2%
159 JGRO J P MORGAN EXCHANGE TRADED F 700.0 $65K 0.01% NEW $92.80 +6.4%
160 FIDU FIDELITY COVINGTON TRUST 761.0 $63K 0.01% NEW $82.49 +13.9%
Page 8 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%