GODSEY & GIBB, INC — 13F Holdings & Portfolio

CIK 887402 · latest 13F-HR filed 2026-07-13

GODSEY & GIBB, INC manages $1.22B in 13F-reported U.S. long-equity assets across 383 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GLW (4.32%), AAPL (3.60%), AVGO (3.56%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 22 new positions, exited 28, added to 176, and trimmed 100.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
6806 PARAGON PLACE SUITE 230
RICHMOND, VA 23230
Phone
(804) 285-7333
Filing Manager
GODSEY & GIBB, INC
RICHMOND, VA
Signatory
Brittany P. Zorn
Chief Compliance Officer
Loading holdings…
AUM

$1.22B

Long-equity book

Holdings

383

Distinct positions

Period

2026-06-30

Filed 2026-07-13

Q/Q Activity

+22 / −28 / ↑176 / ↓100

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ABBVIE INC$18.3M +4740.7%
  • CORNING INC$10.4M +24.6%
  • MICROCHIP TECHNOLOGY INC.$7.8M +39.5%
  • BROADCOM INC$6.4M +17.4%
  • ROYAL BK CDA$5.9M +20.1%
Show all 176

Top Trims

  • AT&T INC-$8.2M -28.8%
  • CHEVRON CORPORATION-$8.1M -26.6%
  • NETFLIX INC.-$5.5M -24.2%
  • CME GROUP INC-$5.0M -24.2%
  • SLB LIMITED-$3.3M -11.8%
Show all 100

New Positions

  • HONEYWELL INTL INC$164.0K
  • HONEYWELL AEROSPACE INC$161.8K
  • REVOLUTION MEDICINES INC$93.6K
  • SPACE EXPLORATION TECHN CORP$59.6K
  • INVESCO EXCHANGE TRADED FD T$26.3K
Show all 22

Exited Positions

  • HONEYWELL INTL INC$343.6K
  • VANGUARD INDEX FDS$93.2K
  • SCHWAB STRATEGIC TR$28.6K
  • J P MORGAN EXCHANGE TRADED F$20.3K
  • SELECT SECTOR SPDR TR$17.3K
Show all 28
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 CORNING INC GLW 219350105 $52.7M 4.32% 206,338 SH
2 APPLE INC AAPL 037833100 $43.9M 3.60% 151,701 SH
3 BROADCOM INC AVGO 11135F101 $43.5M 3.56% 115,060 SH
4 ROYAL BK CDA RY 780087102 $35.4M 2.90% 170,820 SH
5 TORONTO DOMINION BK ONT TD 891160509 $33.4M 2.74% 275,464 SH
6 RTX CORPORATION RTX 75513E101 $32.6M 2.67% 171,629 SH
7 EATON CORP PLC ETN G29183103 $32.4M 2.65% 75,924 SH
8 STATE STR CORP STT 857477103 $32.0M 2.62% 188,457 SH
9 ENTERGY CORP NEW ETR 29364G103 $29.8M 2.45% 259,761 SH
10 PNC FINL SVCS GROUP INC PNC 693475105 $29.4M 2.41% 119,333 SH
11 MERCK & CO INC MRK 58933Y105 $28.9M 2.37% 224,875 SH
12 INTERNATIONAL BUSINESS MACHS IBM 459200101 $28.8M 2.36% 102,474 SH
13 NOVARTIS AG NVS 66987V109 $28.7M 2.35% 183,015 SH
14 ALLIANT ENERGY CORP LNT 018802108 $28.0M 2.30% 366,907 SH
15 VISA INC V 92826C839 $28.0M 2.29% 81,515 SH
16 COCA COLA CO KO 191216100 $27.6M 2.27% 339,869 SH
17 MICROCHIP TECHNOLOGY INC. MCHP 595017104 $27.4M 2.25% 300,549 SH
18 FASTENAL CO FAST 311900104 $27.1M 2.22% 564,601 SH
19 MICROSOFT CORP MSFT 594918104 $26.7M 2.19% 71,539 SH
20 AMERICAN ELEC PWR CO INC AEP 025537101 $26.6M 2.18% 194,184 SH
21 DOMINION ENERGY INC D 25746U109 $26.4M 2.17% 387,155 SH
22 AMGEN INC AMGN 031162100 $25.9M 2.13% 71,580 SH
23 DUKE ENERGY CORP NEW DUK 26441C204 $25.6M 2.10% 202,322 SH
24 COSTCO WHOLESALE CORPORATION COST 22160K105 $25.0M 2.05% 26,742 SH
25 SLB LIMITED SLB 806857108 $24.5M 2.01% 527,785 SH
26 TRUIST FINL CORP TFC 89832Q109 $24.5M 2.01% 490,908 SH
27 AGILENT TECHNOLOGIES INC A 00846U101 $23.3M 1.91% 175,728 SH
28 HOME DEPOT INC HD 437076102 $23.3M 1.91% 65,998 SH
29 CHEVRON CORPORATION CVX 166764100 $22.4M 1.84% 135,021 SH
30 BLACKROCK INC BLK 09290D101 $22.3M 1.83% 23,217 SH
31 CINTAS CORP CTAS 172908105 $21.9M 1.80% 129,005 SH
32 STRYKER CORPORATION SYK 863667101 $21.9M 1.79% 69,441 SH
33 ORACLE CORP ORCL 68389X105 $21.6M 1.77% 147,306 SH
34 STANLEY BLACK & DECKER INC SWK 854502101 $20.8M 1.70% 220,806 SH
35 UNITED PARCEL SVCS INC UPS 911312106 $20.7M 1.69% 192,098 SH
36 AT&T INC T 00206R102 $20.2M 1.66% 977,149 SH
37 MEDTRONIC PLC MDT G5960L103 $19.5M 1.60% 249,657 SH
38 PEPSICO INC PEP 713448108 $19.0M 1.56% 140,346 SH
39 PAYCHEX INC PAYX 704326107 $18.9M 1.55% 192,456 SH
40 ABBVIE INC ABBV 00287Y109 $18.7M 1.53% 74,257 SH
41 NETFLIX INC. NFLX 64110L106 $17.2M 1.41% 240,237 SH
42 CME GROUP INC CME 12572Q105 $15.7M 1.29% 71,310 SH
43 COMCAST CORP NEW CMCSA 20030N101 $14.2M 1.16% 576,786 SH
44 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $12.3M 1.01% 16,410 SH
45 EXXON MOBIL CORP XOM 30231G102 $6.7M 0.55% 48,775 SH
46 SCHWAB STRATEGIC TR SCHX 808524201 $5.0M 0.41% 170,375 SH
47 ISHARES TR HDV 46429B663 $4.7M 0.38% 169,863 SH
48 AMAZON COM INC AMZN 023135106 $4.0M 0.33% 16,936 SH
49 NVIDIA CORPORATION NVDA 67066G104 $2.6M 0.21% 12,992 SH
50 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.6M 0.21% 5,114 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-13 $1.22B 383 0000887402-26-000003
2026-03-31 2026-04-20 $1.15B 389 0000887402-26-000002
2025-12-31 2026-01-27 $1.11B 439 0000887402-26-000001