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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 4 of 20  ·  389 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AFL AFLAC INC Financial Services 6,217.0 $682K 0.06% $109.70 +3.0%
62 MU MICRON TECHNOLOGY INC Technology 1,933.0 $653K 0.06% +1K +112.9% $337.84 +175.4%
63 VBR VANGUARD INDEX FDS 2,816.0 $612K 0.05% +20.0 +0.7% $217.29 +8.4%
64 SFST SOUTHERN FIRST BANCSHARES Financial Services 11,060.0 $603K 0.05% -600.0 -5.2% $54.50 +6.4%
65 PM PHILIP MORRIS INTL INC Consumer Defensive 3,621.0 $599K 0.05% -24.0 -0.7% $165.36 +8.4%
66 META META PLATFORMS INC Communication Services 1,043.0 $597K 0.05% -56.0 -5.1% $572.14 +10.5%
67 FNF FIDELITY NATL FINL INC Financial Services 12,270.0 $569K 0.05% $46.38 +2.9%
68 APH AMPHENOL CORP Technology 4,400.0 $556K 0.05% $126.35 +17.1%
69 DIS DISNEY WALT CO Communication Services 5,709.0 $550K 0.05% -891.0 -13.5% $96.38 +7.5%
70 JPM JPMORGAN CHASE & CO Financial Services 1,602.0 $471K 0.04% -770.0 -32.5% $294.16 +0.7%
71 JNJ JOHNSON & JOHNSON Healthcare 1,854.0 $453K 0.04% $244.38 -5.5%
72 BX BLACKSTONE INC Financial Services 3,878.0 $446K 0.04% -22.0 -0.6% $114.99 +0.6%
73 SO SOUTHERN CO Utilities 4,543.0 $438K 0.04% -85.0 -1.8% $96.52 -4.2%
74 AMAT APPLIED MATLS INC Technology 1,265.0 $432K 0.04% -33.0 -2.5% $341.79 +31.4%
75 MUSA MURPHY USA INC Consumer Cyclical 848.0 $419K 0.04% $493.97 +3.7%
76 SCHD SCHWAB STRATEGIC TR 13,402.0 $411K 0.04% +491.0 +3.8% $30.68 +6.2%
77 EMR EMERSON ELEC CO Industrials 3,038.0 $398K 0.04% $131.02 +7.9%
78 INTU INTUIT Technology 905.0 $391K 0.03% $432.38 -27.2%
79 ABBV ABBVIE INC Healthcare 1,775.0 $386K 0.03% -20.0 -1.1% $217.48 +0.3%
80 OMC OMNICOM GROUP INC Communication Services 4,878.0 $367K 0.03% $75.31 -2.0%
Page 4 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%