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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 1 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GLW CORNING INC Technology 310,995.0 $42.3M 3.68% -72K -18.8% $135.97 +41.2%
2 AVGO BROADCOM INC Technology 119,601.0 $37.0M 3.22% -5K -4.1% $309.51 +37.6%
3 RTX RTX CORPORATION Industrials 173,709.0 $33.5M 2.92% -12K -6.5% $192.90 -6.4%
4 ENTERGY CORP NEW 278,519.0 $31.3M 2.73% -29K -9.4% $112.36
5 RY ROYAL BK CDA Financial Services 181,933.0 $29.4M 2.56% -12K -6.4% $161.78 +16.1%
6 TD TORONTO DOMINION BK ONT Financial Services 306,209.0 $28.6M 2.49% -19K -5.7% $93.31 +20.6%
7 NVS NOVARTIS AG Healthcare 185,572.0 $28.3M 2.47% -6K -2.9% $152.75 -1.2%
8 AMGN AMGEN INC Healthcare 71,485.0 $25.2M 2.19% -866.0 -1.2% $351.85 -4.7%
9 SPY STATE STR SPDR S&P 500 ETF T Financial Services 16,444.0 $10.7M 0.93% -237.0 -1.4% $650.35 +15.9%
10 XOM EXXON MOBIL CORP Energy 48,980.0 $8.3M 0.72% -312.0 -0.6% $169.66 -12.6%
11 BERKSHIRE HATHAWAY INC DEL 5,186.0 $2.5M 0.22% -255.0 -4.7% $479.20
12 NVDA NVIDIA CORPORATION Technology 13,638.0 $2.4M 0.21% -294.0 -2.1% $174.40 +21.7%
13 GOOG ALPHABET INC Communication Services 5,017.0 $1.4M 0.12% -209.0 -4.0% $286.86 +34.7%
14 COP CONOCOPHILLIPS Energy 8,976.0 $1.2M 0.10% -237.0 -2.6% $132.00 -12.9%
15 GOOGL ALPHABET INC Communication Services 3,885.0 $1.1M 0.10% -182.0 -4.5% $287.56 +35.8%
16 PG PROCTER & GAMBLE CO Consumer Defensive 7,578.0 $1.1M 0.10% -243.0 -3.1% $144.45 +0.9%
17 LLY ELI LILLY & CO Healthcare 1,190.0 $1.1M 0.10% -7.0 -0.6% $919.77 +22.8%
18 VEA VANGUARD TAX-MANAGED FDS 15,991.0 $1.0M 0.09% -834.0 -5.0% $64.08 +11.8%
19 QQQ INVESCO QQQ TR Financial Services 1,697.0 $979K 0.09% -25.0 -1.4% $577.18 +27.3%
20 DIA STATE STR SPDR DOW JONES IND Financial Services 1,926.0 $892K 0.08% -776.0 -28.7% $463.19 +9.5%
Page 1 of 5  ·  89 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%