Godsey & Gibb, Inc

13F filer · CIK 0000887402

Reported Jul 13, 2026

Net seller this quarter

13F portfolio value$1.22BU.S. long equity reported on 13F

Positions29714 new · 15 closed

Net flow last quarter-$26.9MBuys minus sells

Top 10 positions weight29.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 13, 2026297 positions
GLWCorning Inc	$52.7M	4.32%	0.02%	-33.7%	Q1 2022
AAPLApple Inc.	$43.9M	3.60%	0.00%	-3.5%	Q2 2015
AVGOBroadcom Inc.	$43.5M	3.56%	0.00%	-3.8%	Q3 2022
RYRoyal Bank of Canada	$35.4M	2.90%	0.01%	-6.1%	Q3 2013
TDToronto Dominion Bank	$33.4M	2.74%	0.02%	-10.0%	Q2 2013
RTXRTX Corp	$32.6M	2.67%	0.01%	-1.2%	Q2 2020
ETNEaton Corp plc	$32.4M	2.65%	0.02%	-2.2%	Q1 2018
STTState Street Corp	$32M	2.62%	0.07%	-12.7%	Q4 2024
ETREntergy Corp	$29.8M	2.45%	0.06%	-6.7%	Q3 2023
PNCPNC Financial Services Group, Inc.	$29.4M	2.41%	0.03%	-1.0%	Q3 2013
MRKMerck & Co., Inc.	$28.9M	2.37%	0.01%	-2.0%	Q2 2013
IBMInternational Business Machines Corp	$28.8M	2.36%	0.01%	-0.3%	Q2 2013
NVSNovartis AG	$28.7M	2.35%	0.01%	-1.4%	Q2 2013
LNTAlliant Energy Corp	$28M	2.30%	0.14%	-1.8%	Q2 2013
VVisa Inc.	$28M	2.29%	0.00%	+0.5%	Q3 2013
KOCoca Cola Co	$27.6M	2.27%	0.01%	-1.6%	Q2 2013
MCHPMicrochip Technology Inc	$27.4M	2.25%	0.06%	-1.2%	Q2 2013
FASTFastenal Co	$27.1M	2.22%	0.05%	-1.0%	Q3 2018
MSFTMicrosoft Corp	$26.7M	2.19%	0.00%	+0.2%	Q2 2013
AEPAmerican Electric Power Co Inc	$26.6M	2.18%	0.04%	+1.1%	Q1 2019
DDominion Energy, Inc	$26.4M	2.17%	0.04%	-1.2%	Q2 2013
AMGNAmgen Inc	$25.9M	2.13%	0.01%	+0.1%	Q1 2019
DUKDuke Energy CORP	$25.6M	2.10%	0.03%	-0.7%	Q2 2013
COSTCostco Wholesale Corp	$25M	2.05%	0.01%	-0.2%	Q3 2013
SLBSLB Limited	$24.5M	2.01%	0.04%	-2.5%	Q2 2013
TFCTruist Financial Corp	$24.5M	2.01%	0.04%	+0.9%	Q4 2019
AAgilent Technologies, Inc.	$23.3M	1.91%	0.06%	+1.0%	Q4 2018
HDHome Depot, Inc.	$23.3M	1.91%	0.01%	+5.0%	Q3 2013
CVXChevron Corp	$22.4M	1.84%	0.01%	-8.4%	Q2 2013
BLKBlackRock, Inc.	$22.3M	1.83%	0.02%	+0.5%	Q3 2014
CTASCintas Corp	$21.9M	1.80%	0.03%	+1.6%	Q1 2022
SYKStryker Corp	$21.9M	1.79%	0.02%	+2.4%	Q2 2013
ORCLOracle Corp	$21.6M	1.77%	0.01%	+3.6%	Q2 2013
SWKStanley Black & Decker, Inc.	$20.8M	1.70%	0.14%	+4.0%	Q3 2020
UPSUnited Parcel Service Inc	$20.7M	1.69%	0.03%	0.0%	Q2 2015
TAt&T Inc.	$20.2M	1.66%	0.01%	-0.3%	Q2 2013
MDTMedtronic plc	$19.5M	1.60%	0.02%	-0.1%	Q4 2022
PEPPepsico Inc	$19M	1.56%	0.01%	-0.1%	Q2 2013
PAYXPaychex Inc	$18.9M	1.55%	0.05%	+2.5%	Q3 2018
ABBVAbbVie Inc.	$18.7M	1.53%	0.00%	+4083.5%	Q2 2021
NFLXNetflix Inc	$17.2M	1.41%	0.01%	+2.1%	Q3 2021
CMECme Group Inc.	$15.7M	1.29%	0.02%	+1.4%	Q4 2025
CMCSAComcast Corp	$14.2M	1.16%	0.01%	+1.7%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$12.3M	1.01%	Not reported	-0.2%	Q2 2015
XOMExxonMobil Holdings Corp	$6.67M	0.55%	0.00%	-0.4%	Q2 2013
AMZNAmazon Com Inc	$4.04M	0.33%	0.00%	-1.6%	Q3 2018
NVDANvidia Corp	$2.6M	0.21%	0.00%	-4.7%	Q1 2022
BRK.BBerkshire Hathaway Inc	$2.56M	0.21%	Not reported	-1.4%	Q1 2016
MUMicron Technology Inc	$2.31M	0.19%	0.00%	+3.4%	Q3 2022
GOOGAlphabet Inc.	$1.65M	0.14%	Not reported	-6.7%	Q1 2018

Q1 2026Reported Apr 20, 2026296 positions
GLWCorning Inc	$42.3M	3.68%	0.04%	-18.8%	Q1 2022
AAPLApple Inc.	$39.9M	3.47%	0.00%	+0.6%	Q2 2015
AVGOBroadcom Inc.	$37M	3.22%	0.00%	-4.1%	Q3 2022
RTXRTX Corp	$33.5M	2.92%	0.01%	-6.5%	Q2 2020
ETREntergy Corp	$31.3M	2.73%	0.06%	-9.4%	Q3 2023
CVXChevron Corp	$30.5M	2.65%	0.01%	+8.5%	Q2 2013
RYRoyal Bank of Canada	$29.4M	2.56%	0.01%	-6.4%	Q3 2013
TDToronto Dominion Bank	$28.6M	2.49%	0.02%	-5.7%	Q2 2013
TAt&T Inc.	$28.4M	2.47%	0.01%	-0.2%	Q2 2013
NVSNovartis AG	$28.3M	2.47%	0.01%	-2.9%	Q2 2013
SLBSLB Limited	$27.8M	2.42%	0.04%	+0.5%	Q2 2013
ETNEaton Corp plc	$27.8M	2.42%	0.02%	+0.5%	Q1 2018
MRKMerck & Co., Inc.	$27.6M	2.40%	0.01%	-0.4%	Q2 2013
STTState Street Corp	$27.3M	2.38%	0.08%	+0.5%	Q4 2024
LNTAlliant Energy Corp	$26.8M	2.34%	0.14%	+1.0%	Q2 2013
COSTCostco Wholesale Corp	$26.7M	2.33%	0.01%	0.0%	Q3 2013
DUKDuke Energy CORP	$26.7M	2.32%	0.03%	+0.3%	Q2 2013
FASTFastenal Co	$26.5M	2.30%	0.05%	+0.7%	Q3 2018
MSFTMicrosoft Corp	$26.4M	2.30%	0.00%	+1.1%	Q2 2013
KOCoca Cola Co	$26.3M	2.29%	0.01%	+0.6%	Q2 2013
AEPAmerican Electric Power Co Inc	$25.2M	2.19%	0.04%	+0.4%	Q1 2019
AMGNAmgen Inc	$25.2M	2.19%	0.01%	-1.2%	Q1 2019
PNCPNC Financial Services Group, Inc.	$25.1M	2.18%	0.03%	+0.5%	Q3 2013
IBMInternational Business Machines Corp	$24.9M	2.17%	0.01%	0.0%	Q2 2013
VVisa Inc.	$24.5M	2.13%	0.00%	+1.4%	Q3 2013
DDominion Energy, Inc	$24.2M	2.11%	0.04%	+1.1%	Q2 2013
NFLXNetflix Inc	$22.6M	1.97%	0.01%	+5286.0%	Q3 2021
TFCTruist Financial Corp	$22.4M	1.95%	0.04%	+1.6%	Q4 2019
SYKStryker Corp	$22.3M	1.94%	0.02%	+1.5%	Q2 2013
BLKBlackRock, Inc.	$22.2M	1.94%	0.01%	+0.2%	Q3 2014
PEPPepsico Inc	$21.8M	1.90%	0.01%	+2.4%	Q2 2013
MDTMedtronic plc	$21.6M	1.89%	0.02%	+1.0%	Q4 2022
CTASCintas Corp	$21.5M	1.87%	0.03%	+1.3%	Q1 2022
ORCLOracle Corp	$20.9M	1.82%	0.00%	+4.6%	Q2 2013
CMECme Group Inc.	$20.8M	1.81%	0.02%	+4.9%	Q4 2025
HDHome Depot, Inc.	$20.7M	1.80%	0.01%	+0.6%	Q3 2013
AAgilent Technologies, Inc.	$19.8M	1.73%	0.06%	+3.0%	Q4 2018
MCHPMicrochip Technology Inc	$19.6M	1.71%	0.06%	+1.2%	Q2 2013
UPSUnited Parcel Service Inc	$18.9M	1.64%	0.03%	+6.0%	Q2 2015
PAYXPaychex Inc	$17.3M	1.51%	0.05%	+14.4%	Q3 2018
CMCSAComcast Corp	$16.3M	1.42%	0.01%	+9.1%	Q2 2013
SWKStanley Black & Decker, Inc.	$15.1M	1.31%	0.14%	+1.8%	Q3 2020
SPYSPDR S&P 500 ETF Trust	$10.7M	0.93%	Not reported	-1.4%	Q2 2015
XOMExxonMobil Holdings Corp	$8.31M	0.72%	0.00%	-0.6%	Q2 2013
AMZNAmazon Com Inc	$3.58M	0.31%	0.00%	+1.9%	Q3 2018
BRK.BBerkshire Hathaway Inc	$2.49M	0.22%	Not reported	-4.7%	Q1 2016
NVDANvidia Corp	$2.38M	0.21%	0.00%	-2.1%	Q1 2022
GOOGAlphabet Inc.	$1.44M	0.13%	Not reported	-4.0%	Q1 2018
COPConocophillips	$1.18M	0.10%	0.00%	-2.6%	Q3 2014
GOOGLAlphabet Inc.	$1.12M	0.10%	0.00%	-4.5%	Q1 2018

Q4 2025Reported Jan 27, 2026328 positions
AVGOBroadcom Inc.	$43.2M	3.88%	0.00%	-17.3%	Q3 2022
AAPLApple Inc.	$42.5M	3.81%	0.00%	-1.9%	Q2 2015
MSFTMicrosoft Corp	$34.2M	3.07%	0.00%	+0.2%	Q2 2013
RTXRTX Corp	$34.1M	3.06%	0.01%	-3.8%	Q2 2020
GLWCorning Inc	$33.5M	3.01%	0.04%	-14.1%	Q1 2022
RYRoyal Bank of Canada	$33.1M	2.98%	0.01%	-1.6%	Q3 2013
TDToronto Dominion Bank	$30.6M	2.75%	0.02%	-4.1%	Q2 2013
IBMInternational Business Machines Corp	$30.4M	2.74%	0.01%	-7.5%	Q2 2013
ETREntergy Corp	$28.4M	2.55%	0.07%	-7.1%	Q3 2023
VVisa Inc.	$28M	2.52%	0.00%	+0.3%	Q3 2013
STTState Street Corp	$27.7M	2.49%	0.08%	-0.4%	Q4 2024
ORCLOracle Corp	$26.5M	2.38%	0.00%	-13.0%	Q2 2013
NVSNovartis AG	$26.3M	2.37%	0.01%	-1.1%	Q2 2013
PNCPNC Financial Services Group, Inc.	$25M	2.25%	0.03%	+0.7%	Q3 2013
BLKBlackRock, Inc.	$24.7M	2.22%	0.01%	+0.9%	Q3 2014
ETNEaton Corp plc	$24.6M	2.21%	0.02%	-0.9%	Q1 2018
TAt&T Inc.	$24.4M	2.19%	0.01%	-0.2%	Q2 2013
MRKMerck & Co., Inc.	$24.2M	2.18%	0.01%	+1.4%	Q2 2013
LNTAlliant Energy Corp	$24.1M	2.16%	0.14%	-0.7%	Q2 2013
KOCoca Cola Co	$24M	2.15%	0.01%	+0.6%	Q2 2013
DUKDuke Energy CORP	$23.8M	2.14%	0.03%	+0.1%	Q2 2013
MDTMedtronic plc	$23.8M	2.14%	0.02%	+1.0%	Q4 2022
AMGNAmgen Inc	$23.7M	2.13%	0.01%	-1.1%	Q1 2019
CTASCintas Corp	$23.6M	2.12%	0.03%	+0.3%	Q1 2022
TFCTruist Financial Corp	$23.6M	2.12%	0.04%	+0.1%	Q4 2019
SYKStryker Corp	$23.5M	2.11%	0.02%	+1.6%	Q2 2013
COSTCostco Wholesale Corp	$23.1M	2.08%	0.01%	+0.7%	Q3 2013
AAgilent Technologies, Inc.	$23M	2.07%	0.06%	-0.4%	Q4 2018
FASTFastenal Co	$22.7M	2.04%	0.05%	+0.8%	Q3 2018
DDominion Energy, Inc	$22.7M	2.04%	0.04%	+0.9%	Q2 2013
AEPAmerican Electric Power Co Inc	$22.1M	1.98%	0.04%	-0.6%	Q1 2019
HDHome Depot, Inc.	$21.5M	1.93%	0.01%	+1.7%	Q3 2013
CVXChevron Corp	$20.7M	1.86%	0.01%	+2.4%	Q2 2013
SLBSLB Limited	$20.7M	1.86%	0.04%	+2.0%	Q2 2013
PEPPepsico Inc	$19.7M	1.77%	0.01%	+0.5%	Q2 2013
MCHPMicrochip Technology Inc	$19.1M	1.72%	0.06%	+3.2%	Q2 2013
PAYXPaychex Inc	$18.4M	1.65%	0.05%	+1.9%	Q3 2018
CMECme Group Inc.	$18.3M	1.65%	0.02%	New	Q4 2025
UPSUnited Parcel Service Inc	$18M	1.62%	0.03%	+0.3%	Q2 2015
CMCSAComcast Corp	$15.5M	1.40%	0.01%	-2.5%	Q2 2013
SWKStanley Black & Decker, Inc.	$15.5M	1.39%	0.13%	-1.8%	Q3 2020
SPYSPDR S&P 500 ETF Trust	$11.4M	1.02%	Not reported	-1.0%	Q2 2015
XOMExxonMobil Holdings Corp	$5.93M	0.53%	0.00%	Not reported	Q2 2013
AMZNAmazon Com Inc	$3.9M	0.35%	0.00%	+0.8%	Q3 2018
WMTWalmart Inc.	$3.29M	0.30%	0.00%	Not reported	Q2 2013
BRK.BBerkshire Hathaway Inc	$2.73M	0.25%	Not reported	+0.2%	Q1 2016
NVDANvidia Corp	$2.6M	0.23%	0.00%	+4.7%	Q1 2022
GOOGAlphabet Inc.	$1.64M	0.15%	Not reported	-0.6%	Q1 2018
DIASPDR Dow Jones Industrial Average ETF Trust	$1.3M	0.12%	Not reported	-14.8%	Q2 2022
LLYELI LILLY & Co	$1.29M	0.12%	0.00%	+8.1%	Q3 2019

Q3 2025Reported Oct 24, 2025299 positions
AVGOBroadcom Inc.	$49.7M	4.39%	0.00%	-9.1%	Q3 2022
ORCLOracle Corp	$43.9M	3.88%	0.01%	-8.8%	Q2 2013
AAPLApple Inc.	$40.5M	3.58%	0.00%	-1.2%	Q2 2015
GLWCorning Inc	$36.6M	3.23%	0.05%	-4.0%	Q1 2022
MSFTMicrosoft Corp	$36.5M	3.22%	0.00%	-1.2%	Q2 2013
RTXRTX Corp	$32.3M	2.85%	0.01%	-3.5%	Q2 2020
IBMInternational Business Machines Corp	$31.3M	2.77%	0.01%	-1.6%	Q2 2013
ETREntergy Corp	$30.8M	2.72%	0.07%	-2.6%	Q3 2023
ETNEaton Corp plc	$29.2M	2.57%	0.02%	-2.7%	Q1 2018
RYRoyal Bank of Canada	$29.1M	2.57%	0.01%	-1.2%	Q3 2013
TAt&T Inc.	$27.8M	2.45%	0.01%	-2.0%	Q2 2013
FASTFastenal Co	$27.6M	2.43%	0.05%	-4.6%	Q3 2018
VVisa Inc.	$27.2M	2.40%	0.00%	-0.7%	Q3 2013
TDToronto Dominion Bank	$27.1M	2.39%	0.02%	-1.7%	Q2 2013
BLKBlackRock, Inc.	$26.6M	2.35%	0.01%	-1.9%	Q3 2014
CTASCintas Corp	$25.7M	2.26%	0.03%	+2.7%	Q1 2022
DUKDuke Energy CORP	$25.1M	2.22%	0.03%	-0.7%	Q2 2013
LNTAlliant Energy Corp	$25.1M	2.22%	0.15%	-0.4%	Q2 2013
STTState Street Corp	$25M	2.21%	0.08%	-0.1%	Q4 2024
HDHome Depot, Inc.	$24.9M	2.20%	0.01%	-0.4%	Q3 2013
NVSNovartis AG	$24.8M	2.19%	0.01%	-1.5%	Q2 2013
COSTCostco Wholesale Corp	$24.6M	2.17%	0.01%	+0.8%	Q3 2013
SYKStryker Corp	$24.3M	2.15%	0.02%	-0.2%	Q2 2013
PNCPNC Financial Services Group, Inc.	$23.9M	2.11%	0.03%	-0.3%	Q3 2013
DDominion Energy, Inc	$23.5M	2.07%	0.05%	+0.3%	Q2 2013
MDTMedtronic plc	$23.3M	2.06%	0.02%	+0.2%	Q4 2022
KOCoca Cola Co	$22.6M	2.00%	0.01%	0.0%	Q2 2013
TFCTruist Financial Corp	$21.9M	1.93%	0.04%	-1.0%	Q4 2019
AAgilent Technologies, Inc.	$21.8M	1.92%	0.06%	+1.8%	Q4 2018
AEPAmerican Electric Power Co Inc	$21.7M	1.91%	0.04%	-0.5%	Q1 2019
AMGNAmgen Inc	$20.7M	1.82%	0.01%	+0.9%	Q1 2019
CVXChevron Corp	$20.6M	1.82%	0.01%	-0.1%	Q2 2013
PAYXPaychex Inc	$20.4M	1.80%	0.04%	+1.2%	Q3 2018
PEPPepsico Inc	$19.2M	1.69%	0.01%	+2.4%	Q2 2013
MRKMerck & Co., Inc.	$19.1M	1.68%	0.01%	+5.7%	Q2 2013
KMBKimberly Clark Corp	$19M	1.68%	0.05%	+1.7%	Q2 2013
MCHPMicrochip Technology Inc	$18.7M	1.65%	0.05%	+3.0%	Q2 2013
SLBSLB Limited	$18.1M	1.60%	0.04%	+7.0%	Q2 2013
CMCSAComcast Corp	$16.8M	1.48%	0.01%	+3.0%	Q2 2013
SWKStanley Black & Decker, Inc.	$15.8M	1.39%	0.14%	+14.6%	Q3 2020
UPSUnited Parcel Service Inc	$15.1M	1.33%	0.03%	+11.9%	Q2 2015
SPYSPDR S&P 500 ETF Trust	$11.2M	0.99%	Not reported	-0.6%	Q2 2015
XOMExxonMobil Holdings Corp	$5.56M	0.49%	0.00%	-1.5%	Q2 2013
AMZNAmazon Com Inc	$3.68M	0.32%	0.00%	-0.5%	Q3 2018
BRK.BBerkshire Hathaway Inc	$2.73M	0.24%	Not reported	Not reported	Q1 2016
NVDANvidia Corp	$2.48M	0.22%	0.00%	+0.6%	Q1 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$1.47M	0.13%	Not reported	+8.5%	Q2 2022
GOOGAlphabet Inc.	$1.28M	0.11%	Not reported	+0.5%	Q1 2018
PGPROCTER & GAMBLE Co	$1.23M	0.11%	0.00%	-5.3%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$1.02M	0.09%	Not reported	-0.6%	Q1 2019

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