Godsey--Gibb

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "NLY",
  "PBA",
  "SMCI",
  "SOBO.TO",
  "BCE",
  "ARM",
  null,
  "MPLX",
  "ACN",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "SBCF",
  null,
  "ALL",
  "GOOGL",
  null,
  "AXP",
  null,
  null,
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  null,
  "LOW",
  null,
  "CLM",
  null,
  "CCI",
  "KRP",
  "DUK",
  "D",
  "NLOP",
  "QS",
  "SAND",
  "WTRG",
  null,
  "FG",
  "EOG",
  "EXPD",
  null,
  "BATRA",
  "FERG",
  "FCX",
  null,
  "GD",
  "ACNB",
  "GIS",
  "AMPY",
  "XAIR",
  "HON",
  "HD",
  "AZN",
  "MCD",
  "INTU",
  null,
  "FNV",
  null,
  "UNP",
  "SCCO",
  "ISRG",
  null,
  "LEN",
  "ITW",
  "AMAT",
  "EMR",
  "META",
  null,
  null,
  "IJH",
  "SA",
  "SWK",
  null,
  null,
  null,
  "SHOT",
  null,
  null,
  "MPC",
  "PWR",
  "SPE",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "NDAQ",
  "EQIX",
  "FIS",
  "FTV",
  "NVS",
  "OXY",
  null,
  "OMC",
  null,
  null,
  "EMN",
  "ADM",
  "BX",
  "AMP",
  "FAST",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  null,
  "DASH",
  "PAYX",
  "VGIT",
  "DOC",
  null,
  "PEP",
  "PNC",
  "IRM",
  null,
  "IEMG",
  "IVV",
  null,
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "OGN",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  "PPG",
  "FNDX",
  "ROK",
  "RY",
  "SCHX",
  null,
  null,
  "SLB",
  "SPG",
  "SHEL",
  "RTX",
  "GLD",
  null,
  null,
  null,
  "BP",
  null,
  null,
  "RSG",
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "CI",
  "TXN",
  "TD",
  "TGT",
  "TJX",
  "TFC",
  "UBER",
  "UL",
  "UPS",
  "VNQ",
  "VO",
  "NEM",
  "LAZR",
  "DTM",
  "VXF",
  "AGNC",
  "SOUN",
  "HOMB",
  "STAG",
  "BTG",
  "NSA",
  "NJR",
  "PRF",
  "VCIT",
  "SFST",
  "TOWN",
  "UVV",
  "VIG",
  "SKLZ",
  "TSCO",
  "IEF",
  "VIAV",
  null,
  "TSM",
  "GPN",
  null,
  null,
  "ETR",
  "VYM",
  "DD",
  "K",
  "TT",
  "VRSK",
  "GRBK",
  "VRT",
  "MUR",
  "RGLD",
  "LITE",
  "MUSA",
  "MAT",
  "ATO",
  "ARE",
  "ADSK",
  "SSB",
  "AEE",
  "GM",
  "TEX",
  "ALB",
  "AFL",
  "APH",
  "AMD",
  "SONY",
  "AVB",
  "SDY",
  "FI",
  "DOV",
  "DEO",
  "AJG",
  "IWR",
  "HSIC",
  "AEP",
  null,
  null,
  null,
  "PJT",
  "IEX",
  "RACE",
  "NVO",
  "VIGI",
  "AMZN",
  "MSI",
  "SCHB",
  "CLF",
  "PFG",
  "LUV",
  null,
  "LI",
  null,
  "KD",
  "TPL",
  "AMTM",
  null,
  "ACM",
  "VUG",
  "VEA",
  "VGK",
  "VXUS",
  "VBK",
  "BNDX",
  "BND",
  "VBR",
  "VOO",
  "VRA",
  "VLTO",
  "VTRS",
  "V",
  "WBD",
  "WMT",
  "WBA",
  "LNT",
  "DTE",
  null,
  "FNF",
  "AEM",
  "SCHD",
  "ET",
  "SCHG",
  "IMKTA",
  "SCHF",
  "MSCI",
  "EIX",
  "NSC",
  null,
  "NXPI",
  "EMBC",
  "SO",
  "TRP",
  "PSX",
  "CRM",
  "SWKS",
  "SYY",
  "DIA",
  "ORI",
  "TFX",
  "SPOT",
  null,
  "DINO",
  null,
  "MCK",
  "PSA",
  "SYF",
  "NUE",
  "FDX",
  "STM",
  "KMB",
  "ADP",
  "BAC",
  "TBBK",
  "BRK-B",
  "BDX",
  "BB",
  "BBY",
  "BXMT",
  "BA",
  "BMY",
  "BORR.OL",
  "BG",
  "CZR",
  "CCJ",
  "CPB",
  "CDNS",
  "CNNE",
  "CARR",
  "CCL",
  "CDW",
  "CVX",
  "GTLS",
  "LNG",
  "CTAS",
  "CSCO",
  "CIVI",
  "C",
  "CLX",
  "KO",
  "COHR",
  "CBAN",
  "COIN",
  "CMCSA",
  "COP",
  "CEG",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CRWD",
  "CSX",
  "DHR",
  "DAKT",
  "DVA",
  "DELL",
  "DAR",
  "DE",
  "DVN",
  "DLR",
  "EWJ",
  null,
  "J",
  "ADI",
  "VMC",
  "USMV",
  "NEE",
  "NKE",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "MO",
  "XLK",
  "MCHP",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 390
Total Value: 1017738542
Accession Number: 0000887402-25-000003
Form Type: 13F-HR
CIK: godsey--gibb
Manager Name: Godsey--Gibb

Data Enrichment

86% identified

337 identified53 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

390 positions • $1.0B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 11 of 20

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464287176

Shares:—

Value:$29.1K

% of Portfolio:0.0% ($29.1K/$1.0B)

Elevance Health, Inc.

ELV|036752103

Shares:—

Value:$28.6K

% of Portfolio:0.0% ($28.6K/$1.0B)

922042874

VGK|922042874

Shares:—

Value:$28.0K

% of Portfolio:0.0% ($28.0K/$1.0B)

IRON MOUNTAIN INC

IRM|46284V101

Shares:—

Value:$28.0K

% of Portfolio:0.0% ($28.0K/$1.0B)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:—

Value:$27.8K

% of Portfolio:0.0% ($27.8K/$1.0B)

LENNAR CORP /NEW/

LEN|526057104

Shares:—

Value:$27.5K

% of Portfolio:0.0% ($27.5K/$1.0B)

T-Mobile US, Inc.

TMUS|872590104

Shares:—

Value:$27.5K

% of Portfolio:0.0% ($27.5K/$1.0B)

46428Q109

Shares:—

Value:$27.1K

% of Portfolio:0.0% ($27.1K/$1.0B)

464288687

Shares:—

Value:$26.9K

% of Portfolio:0.0% ($26.9K/$1.0B)

92189F643

Shares:—

Value:$26.8K

% of Portfolio:0.0% ($26.8K/$1.0B)

ARM HOLDINGS PLC /UK

ARM|042068205

Shares:—

Value:$26.7K

% of Portfolio:0.0% ($26.7K/$1.0B)

922908553

VNQ|922908553

Shares:—

Value:$26.3K

% of Portfolio:0.0% ($26.3K/$1.0B)

464289180

Shares:—

Value:$26.2K

% of Portfolio:0.0% ($26.2K/$1.0B)

464287457

Shares:—

Value:$26.0K

% of Portfolio:0.0% ($26.0K/$1.0B)

464287499

IWR|464287499

Shares:—

Value:$25.5K

% of Portfolio:0.0% ($25.5K/$1.0B)

Vulcan Materials CO

VMC|929160109

Shares:—

Value:$24.7K

% of Portfolio:0.0% ($24.7K/$1.0B)

46434V381

Shares:—

Value:$24.3K

% of Portfolio:0.0% ($24.3K/$1.0B)

PFIZER INC

PFE|717081103

Shares:—

Value:$24.3K

% of Portfolio:0.0% ($24.3K/$1.0B)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:—

Value:$24.2K

% of Portfolio:0.0% ($24.2K/$1.0B)

DT Midstream, Inc.

DTM|23345M107

Shares:—

Value:$24.1K

% of Portfolio:0.0% ($24.1K/$1.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287176)✕	—	QoQ NEW YoY -	All Managers (Combined)	$29.1K	0.0% ($29.1K/$1.0B)	QoQ NEW(+$29.1K) YoY -37.56% (-$17.5K)
Elevance Health, Inc.(ELVcusip036752103)	—	QoQ - YoY -	All Managers (Combined)	$28.6K	0.0% ($28.6K/$1.0B)	QoQ +17.90% (+$4.3K) YoY -35.69% (-$15.9K)
(VGKcusip922042874)	—	QoQ NEW YoY NEW	All Managers (Combined)	$28.0K	0.0% ($28.0K/$1.0B)	QoQ NEW(+$28.0K) YoY NEW(+$28.0K)
IRON MOUNTAIN INC(IRMcusip46284V101)	—	QoQ - YoY NEW	All Managers (Combined)	$28.0K	0.0% ($28.0K/$1.0B)	QoQ -18.14% (-$6.2K) YoY NEW(+$28.0K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	—	QoQ - YoY -	All Managers (Combined)	$27.8K	0.0% ($27.8K/$1.0B)	QoQ +7.83% (+$2.0K) YoY +309.36% (+$21.0K)
LENNAR CORP /NEW/(LENcusip526057104)	—	QoQ - YoY NEW	All Managers (Combined)	$27.5K	0.0% ($27.5K/$1.0B)	QoQ -15.82% (-$5.2K) YoY NEW(+$27.5K)
T-Mobile US, Inc.(TMUScusip872590104)	—	QoQ - YoY -	All Managers (Combined)	$27.5K	0.0% ($27.5K/$1.0B)	QoQ +189.42% (+$18.0K) YoY +951.76% (+$24.9K)
(cusip46428Q109)✕	—	QoQ - YoY -	All Managers (Combined)	$27.1K	0.0% ($27.1K/$1.0B)	QoQ +17.70% (+$4.1K) YoY +36.21% (+$7.2K)
(cusip464288687)✕	—	QoQ - YoY -	All Managers (Combined)	$26.9K	0.0% ($26.9K/$1.0B)	QoQ -2.25% (-$621) YoY +66.85% (+$10.8K)
(cusip92189F643)✕	—	QoQ - YoY NEW	All Managers (Combined)	$26.8K	0.0% ($26.8K/$1.0B)	QoQ -5.09% (-$1.4K) YoY NEW(+$26.8K)
ARM HOLDINGS PLC /UK(ARMcusip042068205)	—	QoQ - YoY -	All Managers (Combined)	$26.7K	0.0% ($26.7K/$1.0B)	QoQ -13.43% (-$4.1K) YoY -14.56% (-$4.5K)
(VNQcusip922908553)	—	QoQ - YoY NEW	All Managers (Combined)	$26.3K	0.0% ($26.3K/$1.0B)	QoQ +1.63% (+$425) YoY NEW(+$26.3K)
(cusip464289180)✕	—	QoQ - YoY NEW	All Managers (Combined)	$26.2K	0.0% ($26.2K/$1.0B)	QoQ +22.27% (+$4.8K) YoY NEW(+$26.2K)
(cusip464287457)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$26.0K	0.0% ($26.0K/$1.0B)	QoQ NEW(+$26.0K) YoY NEW(+$26.0K)
(IWRcusip464287499)	—	QoQ - YoY -	All Managers (Combined)	$25.5K	0.0% ($25.5K/$1.0B)	QoQ -3.76% (-$999) YoY +1.16% (+$294)
Vulcan Materials CO(VMCcusip929160109)	—	QoQ - YoY NEW	All Managers (Combined)	$24.7K	0.0% ($24.7K/$1.0B)	QoQ -9.30% (-$2.5K) YoY NEW(+$24.7K)
(cusip46434V381)✕	—	QoQ - YoY -	All Managers (Combined)	$24.3K	0.0% ($24.3K/$1.0B)	QoQ -3.51% (-$888) YoY -3.45% (-$871)
PFIZER INC(PFEcusip717081103)	—	QoQ - YoY -	All Managers (Combined)	$24.3K	0.0% ($24.3K/$1.0B)	QoQ -4.48% (-$1.1K) YoY -34.93% (-$13.1K)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	—	QoQ - YoY -	All Managers (Combined)	$24.2K	0.0% ($24.2K/$1.0B)	QoQ -10.83% (-$2.9K) YoY -23.33% (-$7.4K)
DT Midstream, Inc.(DTMcusip23345M107)	—	QoQ - YoY -	All Managers (Combined)	$24.1K	0.0% ($24.1K/$1.0B)	QoQ -2.96% (-$738) YoY +57.90% (+$8.8K)