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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
SOBOSouth Bow Corp
Recent Activity
New Position
0.01%
$731
31 shares@ $23.59 avg price
EXEELExpand Energy Corporation
Recent Activity
New Position
0.01%
$606
7 shares@ $86.58 avg price
EXEExpand Energy Corporation
Recent Activity
New Position
0.01%
$299
3 shares@ $99.67 avg price
SMCISuper Micro Computer Inc
Recent Activity
New Position
0.01%
$92
3 shares@ $30.67 avg price
VFLOVictory Portfolios Ii
Recent Activity
New Position
0.01%
$40
1 shares@ $40.0 avg price