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Brittany Zorn

@Godsey & Gibb, Inc

Latest period2024 - Q4ReportedManaged Assets$1.002BTotal holdings369
Assets growth rate-4.18%Assets growth rate (2-Q avg)1.95%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Godsey & Gibb, Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 369 positions.

Assets under management

The assets under management (AUM) of Godsey & Gibb, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.002B in assets, with a quarterly growth rate of -4.18% and a 2-quarter average growth rate of 1.95%. The portfolio is managed by Brittany Zorn, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AVGOBroadcom Inc
Recent Activity
Decreased -2.82%
4.07%
$40.706M
175,577 shares@ $231.85 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.43%
2.99%
$29.857M
70,834 shares@ $421.5 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -2.18%
2.94%
$29.44M
32,130 shares@ $916.28 avg price
ORCLOracle Corp
Recent Activity
Decreased -4.27%
2.92%
$29.16M
174,990 shares@ $166.64 avg price
IBMInternational Business Machs
Recent Activity
Decreased -3.45%
2.64%
$26.389M
120,042 shares@ $219.84 avg price
VVisa Inc
Recent Activity
Decreased -1.44%
2.63%
$26.293M
83,195 shares@ $316.05 avg price
ETNEaton Corp Plc
Recent Activity
Decreased -3.17%
2.54%
$25.407M
76,556 shares@ $331.88 avg price
TAt&t Inc
Recent Activity
Decreased -0.38%
2.43%
$24.304M
1.067M shares@ $22.78 avg price
RYRoyal Bk Cda
Recent Activity
Decreased -2.43%
2.41%
$24.106M
200,036 shares@ $120.52 avg price
SYKStryker Corporation
Recent Activity
Decreased -1.07%
2.4%
$23.956M
66,536 shares@ $360.06 avg price