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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
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
BLKBlackrock Inc
Recent Activity
New Position
2.38%
$23.795M
23,212 shares@ $1025.11 avg price
RTXRtx Corporation
Recent Activity
Increased 0.32%
2.34%
$23.432M
202,492 shares@ $115.72 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.71%
2.33%
$23.311M
59,927 shares@ $388.99 avg price
CTASCintas Corp
Recent Activity
Decreased -2.64%
2.32%
$23.151M
126,716 shares@ $182.71 avg price
PNCPnc Finl Svcs Group Inc
Recent Activity
Decreased -0.63%
2.23%
$22.338M
115,830 shares@ $192.86 avg price
PAYXPaychex Inc
Recent Activity
Decreased -1.14%
2.21%
$22.088M
157,524 shares@ $140.23 avg price
LNTAlliant Energy Corp
Recent Activity
Decreased -0.26%
2.19%
$21.9M
370,304 shares@ $59.15 avg price
DUKDuke Energy Corp New
Recent Activity
Increased 0.17%
2.18%
$21.783M
202,185 shares@ $107.74 avg price