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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
PSXPhillips 66
Recent Activity
Decreased -45.74%
0.01%
$74,055
650 shares@ $113.94 avg price
CATCaterpillar Inc
Recent Activity
Decreased -68.09%
0.01%
$70,013
193 shares@ $362.77 avg price
SBUXStarbucks Corp
Recent Activity
Decreased -56.38%
0.01%
$56,119
615 shares@ $91.26 avg price
USMVIshares Tr
Recent Activity
Decreased -24.69%
0.01%
$54,162
610 shares@ $88.8 avg price
SCCOSouthern Copper Corp
Recent Activity
Decreased -18.89%
0.01%
$38,731
425 shares@ $91.14 avg price
ULUnilever Plc
Recent Activity
Decreased -15.49%
0.01%
$34,020
600 shares@ $56.7 avg price
TJXTjx Cos Inc New
Recent Activity
Decreased -22.22%
0.01%
$33,827
280 shares@ $120.82 avg price
BPBp Plc
Recent Activity
Decreased -8.39%
0.01%
$29,679
1,004 shares@ $29.57 avg price
RSGRepublic Svcs Inc
Recent Activity
Decreased -15.62%
0.01%
$27,160
135 shares@ $201.19 avg price
PFEPfizer Inc
Recent Activity
Decreased -5.23%
0.01%
$25,446
959 shares@ $26.54 avg price