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 18 of 20

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NEWMONT Corp /DE/

NEM|651639106

Shares:—

Value:$3.4K

% of Portfolio:0.0% ($3.4K/$1.0B)

37954Y483

Shares:—

Value:$3.3K

% of Portfolio:0.0% ($3.3K/$1.0B)

CIVITAS RESOURCES, INC.

CIVI|17888H103

Shares:—

Value:$3.3K

% of Portfolio:0.0% ($3.3K/$1.0B)

BCE INC

BCE|05534B760

Shares:—

Value:$3.2K

% of Portfolio:0.0% ($3.2K/$1.0B)

601137102

Shares:—

Value:$3.2K

% of Portfolio:0.0% ($3.2K/$1.0B)

Spotify Technology S.A.

SPOT|L8681T102

Shares:—

Value:$2.8K

% of Portfolio:0.0% ($2.8K/$1.0B)

Bancorp, Inc.

TBBK|05969A105

Shares:—

Value:$2.5K

% of Portfolio:0.0% ($2.5K/$1.0B)

Li Auto Inc.

LI|50202M102

Shares:—

Value:$2.5K

% of Portfolio:0.0% ($2.5K/$1.0B)

Luminar Technologies, Inc./DE

LAZR|550424303

Shares:—

Value:$2.5K

% of Portfolio:0.0% ($2.5K/$1.0B)

CDW Corp

CDW|12514G108

Shares:—

Value:$2.4K

% of Portfolio:0.0% ($2.4K/$1.0B)

UNIVERSAL CORP /VA/

UVV|913456109

Shares:—

Value:$2.3K

% of Portfolio:0.0% ($2.3K/$1.0B)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:—

Value:$2.3K

% of Portfolio:0.0% ($2.3K/$1.0B)

DEVON ENERGY CORP/DE

DVN|25179M103

Shares:—

Value:$2.2K

% of Portfolio:0.0% ($2.2K/$1.0B)

QuantumScape Corp

QS|74767V109

Shares:—

Value:$2.1K

% of Portfolio:0.0% ($2.1K/$1.0B)

BLACKBERRY Ltd

BB|09228F103

Shares:—

Value:$2.1K

% of Portfolio:0.0% ($2.1K/$1.0B)

Viatris Inc

VTRS|92556V106

Shares:—

Value:$2.0K

% of Portfolio:0.0% ($2.0K/$1.0B)

Embecta Corp.

EMBC|29082K105

Shares:—

Value:$2.0K

% of Portfolio:0.0% ($2.0K/$1.0B)

CARNIVAL CORP

CCL|143658300

Shares:—

Value:$2.0K

% of Portfolio:0.0% ($2.0K/$1.0B)

Sony Group Corp

SONY|835699307

Shares:—

Value:$1.9K

% of Portfolio:0.0% ($1.9K/$1.0B)

SEABRIDGE GOLD INC

SA|811916105

Shares:—

Value:$1.9K

% of Portfolio:0.0% ($1.9K/$1.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
NEWMONT Corp /DE/(NEMcusip651639106)	—	QoQ - YoY NEW	All Managers (Combined)	$3.4K	0.0% ($3.4K/$1.0B)	QoQ +29.70% (+$774) YoY NEW(+$3.4K)
(cusip37954Y483)✕	—	QoQ - YoY -	All Managers (Combined)	$3.3K	0.0% ($3.3K/$1.0B)	QoQ -8.72% (-$318) YoY -7.14% (-$256)
CIVITAS RESOURCES, INC.(CIVIcusip17888H103)	—	QoQ - YoY -	All Managers (Combined)	$3.3K	0.0% ($3.3K/$1.0B)	QoQ -23.93% (-$1.0K) YoY -54.03% (-$3.9K)
BCE INC(BCEcusip05534B760)	—	QoQ - YoY -	All Managers (Combined)	$3.2K	0.0% ($3.2K/$1.0B)	QoQ -0.95% (-$31) YoY -99.97% (-$15.4M)
(cusip601137102)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$3.2K	0.0% ($3.2K/$1.0B)	QoQ NEW(+$3.2K) YoY NEW(+$3.2K)
Spotify Technology S.A.(SPOTcusipL8681T102)	—	QoQ - YoY -	All Managers (Combined)	$2.8K	0.0% ($2.8K/$1.0B)	QoQ +22.97% (+$514) YoY +108.40% (+$1.4K)
Bancorp, Inc.(TBBKcusip05969A105)	—	QoQ - YoY -	All Managers (Combined)	$2.5K	0.0% ($2.5K/$1.0B)	QoQ +0.39% (+$10) YoY +57.87% (+$930)
Li Auto Inc.(LIcusip50202M102)	—	QoQ - YoY -	All Managers (Combined)	$2.5K	0.0% ($2.5K/$1.0B)	QoQ +5.04% (+$121) YoY -16.77% (-$508)
Luminar Technologies, Inc./DE(LAZRcusip550424303)	—	QoQ - YoY NEW	All Managers (Combined)	$2.5K	0.0% ($2.5K/$1.0B)	QoQ +0.19% (+$5) YoY NEW(+$2.5K)
CDW Corp(CDWcusip12514G108)	—	QoQ - YoY -	All Managers (Combined)	$2.4K	0.0% ($2.4K/$1.0B)	QoQ -7.58% (-$198) YoY -37.11% (-$1.4K)
UNIVERSAL CORP /VA/(UVVcusip913456109)	—	QoQ - YoY -	All Managers (Combined)	$2.3K	0.0% ($2.3K/$1.0B)	QoQ +2.23% (+$51) YoY +8.35% (+$180)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	—	QoQ - YoY -	All Managers (Combined)	$2.3K	0.0% ($2.3K/$1.0B)	QoQ -0.56% (-$13) YoY -71.57% (-$5.7K)
DEVON ENERGY CORP/DE(DVNcusip25179M103)	—	QoQ NEW YoY NEW	All Managers (Combined)	$2.2K	0.0% ($2.2K/$1.0B)	QoQ NEW(+$2.2K) YoY NEW(+$2.2K)
QuantumScape Corp(QScusip74767V109)	—	QoQ - YoY -	All Managers (Combined)	$2.1K	0.0% ($2.1K/$1.0B)	QoQ -19.84% (-$515) YoY -33.86% (-$1.1K)
BLACKBERRY Ltd(BBcusip09228F103)	—	QoQ - YoY -	All Managers (Combined)	$2.1K	0.0% ($2.1K/$1.0B)	QoQ -0.24% (-$5) YoY +36.62% (+$556)
Viatris Inc(VTRScusip92556V106)	—	QoQ - YoY -	All Managers (Combined)	$2.0K	0.0% ($2.0K/$1.0B)	QoQ -30.04% (-$868) YoY -31.21% (-$917)
Embecta Corp.(EMBCcusip29082K105)	—	QoQ - YoY -	All Managers (Combined)	$2.0K	0.0% ($2.0K/$1.0B)	QoQ -38.24% (-$1.2K) YoY -14.72% (-$348)
CARNIVAL CORP(CCLcusip143658300)	—	QoQ - YoY -	All Managers (Combined)	$2.0K	0.0% ($2.0K/$1.0B)	QoQ -21.62% (-$539) YoY +19.52% (+$319)
Sony Group Corp(SONYcusip835699307)	—	QoQ - YoY -	All Managers (Combined)	$1.9K	0.0% ($1.9K/$1.0B)	QoQ +20.03% (+$318) YoY +48.01% (+$618)
SEABRIDGE GOLD INC(SAcusip811916105)	—	QoQ - YoY -	All Managers (Combined)	$1.9K	0.0% ($1.9K/$1.0B)	QoQ +2.30% (+$42) YoY -22.80% (-$552)