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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
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
FASTFastenal Co
Recent Activity
Decreased -1.62%
2.13%
$21.321M
296,500 shares@ $71.92 avg price
KOCoca Cola Co
Recent Activity
Decreased -0.09%
2.09%
$20.935M
336,252 shares@ $62.27 avg price
TFCTruist Finl Corp
Recent Activity
Decreased -0.63%
2%
$20.02M
461,500 shares@ $43.38 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -1.01%
1.02%
$10.211M
17,422 shares@ $586.09 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -1.2%
0.55%
$5.439M
50,566 shares@ $107.58 avg price