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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 19 of 20  ·  389 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 NET CLOUDFLARE INC Technology 7.0 $1K $206.43 +9.8%
362 TKO TKO GROUP HOLDINGS INC Communication Services 7.0 $1K $201.71 -0.5%
363 FNDC SCHWAB STRATEGIC TR 30.0 $1K $46.37 +8.4%
364 BROWN FORMAN CORP 44.0 $1K $26.45
365 COIN COINBASE GLOBAL INC Financial Services 6.0 $1K $174.67 +3.6%
366 SOUTH BOW CORP 31.0 $1K $33.32
367 OKLO OKLO INC Utilities 15.0 $744.0 $49.60 +37.7%
368 ATLANTA BRAVES HLDGS INC 10.0 $472.0 $47.20
369 BIV VANGUARD BD INDEX FDS 6.0 $464.0 -85.0 -93.4% $77.33 -0.7%
370 NLOP NET LEASE OFFICE PROPERTIES Real Estate 40.0 $461.0 $11.53 +3.8%
371 VWOB VANGUARD WHITEHALL FDS 7.0 $460.0 -105.0 -93.8% $65.71 +2.1%
372 SCHV SCHWAB STRATEGIC TR 15.0 $458.0 $30.53 +9.9%
373 EXC EXELON CORP Utilities 5.0 $246.0 $49.20 -6.8%
374 BLNE BEELINE HOLDINGS INC Consumer Defensive 100.0 $235.0 $2.35 -46.2%
375 EXPAND ENERGY CORPORATION 2.0 $220.0 $110.00
376 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 7.0 $197.0 NEW $28.14 +21.7%
377 TEM TEMPUS AI INC Healthcare 4.0 $181.0 $45.25 +13.7%
378 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 10.0 $170.0 NEW $17.00 +11.1%
379 VST VISTRA CORP Utilities 1.0 $151.0 $151.00 +7.3%
380 SMCI SUPER MICRO COMPUTER INC Technology 5.0 $114.0 $22.80 +82.6%
Page 19 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%