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

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MICROCHIP TECHNOLOGY INC

MCHP|595017104

Shares:—

Value:$13.3M

% of Portfolio:1.3% ($13.3M/$1.0B)

STANLEY BLACK & DECKER, INC.

SWK|854502101

Shares:—

Value:$13.1M

% of Portfolio:1.3% ($13.1M/$1.0B)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:—

Value:$9.7M

% of Portfolio:1.0% ($9.7M/$1.0B)

EXXON MOBIL CORP

XOM|30231G102

Shares:—

Value:$6.0M

% of Portfolio:0.6% ($6.0M/$1.0B)

AMAZON COM INC

AMZN|023135106

Shares:—

Value:$3.9M

% of Portfolio:0.4% ($3.9M/$1.0B)

46429B663

Shares:—

Value:$3.4M

% of Portfolio:0.3% ($3.4M/$1.0B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:—

Value:$2.9M

% of Portfolio:0.3% ($2.9M/$1.0B)

Walmart Inc.

WMT|931142103

Shares:—

Value:$2.6M

% of Portfolio:0.3% ($2.6M/$1.0B)

808524201

SCHX|808524201

Shares:—

Value:$2.6M

% of Portfolio:0.3% ($2.6M/$1.0B)

NVIDIA CORP

NVDA|67066G104

Shares:—

Value:$1.5M

% of Portfolio:0.1% ($1.5M/$1.0B)

PROCTER & GAMBLE Co

PG|742718109

Shares:—

Value:$1.5M

% of Portfolio:0.1% ($1.5M/$1.0B)

464288646

Shares:—

Value:$1.5M

% of Portfolio:0.1% ($1.5M/$1.0B)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:—

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$1.0B)

CONOCOPHILLIPS

COP|20825C104

Shares:—

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$1.0B)

464287507

IJH|464287507

Shares:—

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$1.0B)

Alphabet Inc.

GOOG|02079K107

Shares:—

Value:$951.4K

% of Portfolio:0.1% ($951.4K/$1.0B)

KELLANOVA

K|487836108

Shares:—

Value:$932.1K

% of Portfolio:0.1% ($932.1K/$1.0B)

ELI LILLY & Co

LLY|532457108

Shares:—

Value:$908.5K

% of Portfolio:0.1% ($908.5K/$1.0B)

ALTRIA GROUP, INC.

MO|02209S103

Shares:—

Value:$834.6K

% of Portfolio:0.1% ($834.6K/$1.0B)

Fidelity National Financial, Inc.

FNF|31620R303

Shares:—

Value:$833.4K

% of Portfolio:0.1% ($833.4K/$1.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROCHIP TECHNOLOGY INC(MCHPcusip595017104)	—	QoQ - YoY -	All Managers (Combined)	$13.3M	1.3% ($13.3M/$1.0B)	QoQ -9.82% (-$1.4M) YoY -40.04% (-$8.9M)
STANLEY BLACK & DECKER, INC.(SWKcusip854502101)	—	QoQ - YoY -	All Managers (Combined)	$13.1M	1.3% ($13.1M/$1.0B)	QoQ +7.33% (+$897.8K) YoY -3.80% (-$520.1K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	—	QoQ - YoY -	All Managers (Combined)	$9.7M	1.0% ($9.7M/$1.0B)	QoQ -5.15% (-$526.0K) YoY -5.70% (-$586.3K)
EXXON MOBIL CORP(XOMcusip30231G102)	—	QoQ - YoY -	All Managers (Combined)	$6.0M	0.6% ($6.0M/$1.0B)	QoQ +10.23% (+$556.6K) YoY +3.31% (+$192.6K)
AMAZON COM INC(AMZNcusip023135106)	—	QoQ - YoY -	All Managers (Combined)	$3.9M	0.4% ($3.9M/$1.0B)	QoQ +10.79% (+$377.6K) YoY +39.09% (+$1.1M)
(cusip46429B663)✕	—	QoQ - YoY -	All Managers (Combined)	$3.4M	0.3% ($3.4M/$1.0B)	QoQ +11.83% (+$360.5K) YoY +41.61% (+$1.0M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	—	QoQ - YoY -	All Managers (Combined)	$2.9M	0.3% ($2.9M/$1.0B)	QoQ +18.91% (+$462.0K) YoY +21.07% (+$505.7K)
Walmart Inc.(WMTcusip931142103)	—	QoQ - YoY -	All Managers (Combined)	$2.6M	0.3% ($2.6M/$1.0B)	QoQ -1.94% (-$51.3K) YoY +35.77% (+$680.2K)
(SCHXcusip808524201)	—	QoQ - YoY -	All Managers (Combined)	$2.6M	0.3% ($2.6M/$1.0B)	QoQ -0.54% (-$14.0K) YoY +51.45% (+$874.7K)
NVIDIA CORP(NVDAcusip67066G104)	—	QoQ - YoY -	All Managers (Combined)	$1.5M	0.1% ($1.5M/$1.0B)	QoQ +4.72% (+$67.4K) YoY +124.21% (+$827.2K)
PROCTER & GAMBLE Co(PGcusip742718109)	—	QoQ - YoY -	All Managers (Combined)	$1.5M	0.1% ($1.5M/$1.0B)	QoQ -0.19% (-$2.9K) YoY -3.24% (-$49.6K)
(cusip464288646)✕	—	QoQ - YoY -	All Managers (Combined)	$1.5M	0.1% ($1.5M/$1.0B)	QoQ +10.79% (+$143.4K) YoY +34.54% (+$377.9K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	—	QoQ - YoY -	All Managers (Combined)	$1.3M	0.1% ($1.3M/$1.0B)	QoQ -6.59% (-$89.2K) YoY -9.11% (-$126.8K)
CONOCOPHILLIPS(COPcusip20825C104)	—	QoQ - YoY -	All Managers (Combined)	$1.2M	0.1% ($1.2M/$1.0B)	QoQ +5.91% (+$66.2K) YoY -21.29% (-$320.5K)
(IJHcusip464287507)	—	QoQ - YoY -	All Managers (Combined)	$1.0M	0.1% ($1.0M/$1.0B)	QoQ -2.53% (-$27.1K) YoY +18.78% (+$164.9K)
Alphabet Inc.(GOOGcusip02079K107)	—	QoQ - YoY -	All Managers (Combined)	$951.4K	0.1% ($951.4K/$1.0B)	QoQ -19.15% (-$225.5K) YoY +62.94% (+$367.5K)
KELLANOVA(Kcusip487836108)	—	QoQ - YoY -	All Managers (Combined)	$932.1K	0.1% ($932.1K/$1.0B)	QoQ +1.87% (+$17.2K) YoY +18.76% (+$147.3K)
ELI LILLY & Co(LLYcusip532457108)	—	QoQ - YoY -	All Managers (Combined)	$908.5K	0.1% ($908.5K/$1.0B)	QoQ +6.98% (+$59.3K) YoY -3.24% (-$30.5K)
ALTRIA GROUP, INC.(MOcusip02209S103)	—	QoQ - YoY -	All Managers (Combined)	$834.6K	0.1% ($834.6K/$1.0B)	QoQ +13.29% (+$97.9K) YoY +11.62% (+$86.9K)
Fidelity National Financial, Inc.(FNFcusip31620R303)	—	QoQ - YoY -	All Managers (Combined)	$833.4K	0.1% ($833.4K/$1.0B)	QoQ +15.92% (+$114.5K) YoY +22.56% (+$153.4K)