test

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
GLWCorning Inc
Recent Activity
Increased 0.25%
2.16%
$21.617M
454,893 shares@ $47.53 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
STTState Str Corp
Recent Activity
New Position
2%
$19.972M
203,480 shares@ $98.15 avg price
DDominion Energy Inc
Recent Activity
Increased 1.03%
1.99%
$19.865M
368,821 shares@ $53.86 avg price
DISDisney Walt Co
Recent Activity
Increased 1.37%
1.98%
$19.783M
177,664 shares@ $111.36 avg price
KMBKimberly-clark Corp
Recent Activity
Increased 0.48%
1.9%
$19.023M
145,166 shares@ $131.05 avg price
NVSNovartis Ag
Recent Activity
Increased 0.5%
1.87%
$18.711M
192,287 shares@ $97.32 avg price
MDTMedtronic Plc
Recent Activity
Increased 2.07%
1.86%
$18.619M
233,086 shares@ $79.89 avg price