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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
MRKMerck & Co Inc
Recent Activity
Increased 5.43%
1.85%
$18.504M
186,004 shares@ $99.49 avg price
AAgilent Technologies Inc
Recent Activity
Increased 2.52%
1.84%
$18.4M
136,969 shares@ $134.35 avg price
CVXChevron Corp New
Recent Activity
Increased 0.15%
1.83%
$18.236M
125,903 shares@ $144.84 avg price
UPSUnited Parcel Service Inc
Recent Activity
Increased 2.81%
1.8%
$17.955M
142,387 shares@ $126.1 avg price
PEPPepsico Inc
Recent Activity
Increased 2.07%
1.79%
$17.866M
117,494 shares@ $152.06 avg price
TDToronto Dominion Bk Ont
Recent Activity
Increased 1.78%
1.78%
$17.8M
334,340 shares@ $53.25 avg price
AEPAmerican Elec Pwr Co Inc
Recent Activity
Increased 2.82%
1.77%
$17.687M
191,772 shares@ $92.24 avg price
CMCSAComcast Corp New
Recent Activity
Increased 0.67%
1.73%
$17.244M
459,464 shares@ $37.53 avg price
AMGNAmgen Inc
Recent Activity
Increased 3.26%
1.69%
$16.868M
64,718 shares@ $260.65 avg price
SLBSchlumberger Ltd
Recent Activity
Increased 2.5%
1.69%
$16.844M
439,335 shares@ $38.35 avg price