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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 5 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLF SELECT SECTOR SPDR TR 109.0 $5K -20.0 -15.5% $49.40 +3.7%
82 IWN ISHARES TR 27.0 $5K -15.0 -35.7% $189.59 +13.7%
83 ISHARES TR 74.0 $3K -37.0 -33.3% $46.24
84 TMUS T-MOBILE US INC Communication Services 16.0 $3K -14.0 -46.7% $210.06 -9.8%
85 EFG ISHARES TR 15.0 $2K -7.0 -31.8% $111.40 +10.8%
86 BIV VANGUARD BD INDEX FDS 6.0 $464.0 -85.0 -93.4% $77.33 -0.7%
87 VWOB VANGUARD WHITEHALL FDS 7.0 $460.0 -105.0 -93.8% $65.71 +2.1%
88 EMBC EMBECTA CORP Healthcare 9.0 $80.0 -149.0 -94.3% $8.89 -63.2%
89 DOW DOW HLDGS INC Basic Materials 1.0 $42.0 -25.0 -96.2% $42.00 -17.2%
Page 5 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%