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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 7 of 20  ·  389 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BAC BANK AMERICA CORP Financial Services 2,891.0 $141K 0.01% +129.0 +4.7% $48.75 +4.9%
122 MUR MURPHY OIL CORP Energy 3,392.0 $140K 0.01% $41.25 -12.5%
123 GLD SPDR GOLD TR Financial Services 322.0 $139K 0.01% $430.29 -3.4%
124 MSCI MSCI INC Financial Services 250.0 $135K 0.01% $539.01 +16.4%
125 CLX CLOROX CO DEL Consumer Defensive 1,245.0 $129K 0.01% $103.63 -10.6%
126 GD GENERAL DYNAMICS CORP Industrials 370.0 $127K 0.01% $343.22 +0.9%
127 VTI VANGUARD INDEX FDS 383.0 $123K 0.01% +64.0 +20.1% $320.81 +16.0%
128 DE DEERE & CO Industrials 208.0 $117K 0.01% $563.30 -4.5%
129 BDX BECTON DICKINSON & CO Healthcare 745.0 $117K 0.01% -16.0 -2.1% $157.23 -6.0%
130 ATO ATMOS ENERGY CORP Utilities 627.0 $116K 0.01% -120.0 -16.1% $184.72 -7.5%
131 ITA ISHARES TR 510.0 $112K 0.01% $218.75 +5.6%
132 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 180.0 $111K 0.01% $616.76 +10.2%
133 IWC ISHARES TR 676.0 $108K 0.01% $159.61 +18.5%
134 VBK VANGUARD INDEX FDS 345.0 $104K 0.01% $302.25 +16.3%
135 ITW ILLINOIS TOOL WKS INC Industrials 400.0 $104K 0.01% $260.29 -4.8%
136 EXPD EXPEDITORS INTL WASH INC Industrials 700.0 $100K 0.01% $143.23 +11.1%
137 MA MASTERCARD INCORPORATED Financial Services 200.0 $100K 0.01% -491.0 -71.1% $499.66 -0.5%
138 GEV GE VERNOVA INC Utilities 111.0 $97K 0.01% $872.90 +11.1%
139 SPMO INVESCO EXCH TRADED FD TR II 861.0 $97K 0.01% -240.0 -21.8% $112.11 +34.6%
140 IVV ISHARES TR 145.0 $95K 0.01% +14.0 +10.7% $653.21 +16.4%
Page 7 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%