GODSEY & GIBB, INC — 13F Holdings & Portfolio

CIK 887402 · latest 13F-HR filed 2026-04-20

GODSEY & GIBB, INC manages $1.15B in 13F-reported U.S. long-equity assets across 389 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are GLW (3.68%), AAPL (3.47%), AVGO (3.22%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 9 new positions, exited 59, added to 122, and trimmed 161.

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.

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AUM

$1.15B

Long-equity book

Holdings

389

Distinct positions

Period

2026-03-31

Filed 2026-04-20

Q/Q Activity

+9 / −59 / ↑122 / ↓161

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • NETFLIX INC.$22.2M +5423.3%
  • CHEVRON CORPORATION$9.8M +47.2%
  • CORNING INC$8.8M +26.1%
  • SLB LIMITED$7.1M +34.6%
  • AT&T INC$4.0M +16.5%
Show all 122

Top Trims

  • MICROSOFT CORP-$7.7M -22.6%
  • BROADCOM INC-$6.1M -14.2%
  • ORACLE CORP-$5.6M -21.0%
  • INTERNATIONAL BUSINESS MACHS-$5.5M -18.2%
  • ROYAL BK CDA-$3.7M -11.2%
Show all 161

New Positions

  • SPDR INDEX SHS FDS$43.6K
  • SCHWAB STRATEGIC TR$28.6K
  • SPDR SERIES TRUST$16.2K
  • ISHARES TR$9.0K
  • SM ENERGY COMPANY$4.3K
Show all 9

Exited Positions

  • WALMART INC$3.3M
  • IMMUNITYBIO INC$91.3K
  • PRINCIPAL FINANCIAL GROUP IN$61.7K
  • ROCKWELL AUTOMATION INC$48.6K
  • ISHARES TR$48.2K
Show all 59
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 $42.3M 3.68% 310,995 SH
2 APPLE INC AAPL 037833100 $39.9M 3.47% 157,149 SH
3 BROADCOM INC AVGO 11135F101 $37.0M 3.22% 119,601 SH
4 RTX CORPORATION RTX 75513E101 $33.5M 2.92% 173,709 SH
5 ENTERGY CORP NEW ETR 29364G103 $31.3M 2.73% 278,519 SH
6 CHEVRON CORPORATION CVX 166764100 $30.5M 2.65% 147,318 SH
7 ROYAL BK CDA RY 780087102 $29.4M 2.56% 181,933 SH
8 TORONTO DOMINION BK ONT TD 891160509 $28.6M 2.49% 306,209 SH
9 AT&T INC T 00206R102 $28.4M 2.47% 979,826 SH
10 NOVARTIS AG NVS 66987V109 $28.3M 2.47% 185,572 SH
11 SLB LIMITED SLB 806857108 $27.8M 2.42% 541,082 SH
12 EATON CORP PLC ETN G29183103 $27.8M 2.42% 77,638 SH
13 MERCK & CO INC MRK 58933Y105 $27.6M 2.40% 229,420 SH
14 STATE STR CORP STT 857477103 $27.3M 2.38% 215,862 SH
15 ALLIANT ENERGY CORP LNT 018802108 $26.8M 2.34% 373,772 SH
16 COSTCO WHOLESALE CORPORATION COST 22160K105 $26.7M 2.33% 26,805 SH
17 DUKE ENERGY CORP NEW DUK 26441C204 $26.7M 2.32% 203,839 SH
18 FASTENAL CO FAST 311900104 $26.5M 2.30% 570,186 SH
19 MICROSOFT CORP MSFT 594918104 $26.4M 2.30% 71,376 SH
20 COCA COLA CO KO 191216100 $26.3M 2.29% 345,238 SH
21 AMERICAN ELEC PWR CO INC AEP 025537101 $25.2M 2.19% 192,166 SH
22 AMGEN INC AMGN 031162100 $25.2M 2.19% 71,485 SH
23 PNC FINL SVCS GROUP INC PNC 693475105 $25.1M 2.18% 120,517 SH
24 INTERNATIONAL BUSINESS MACHS IBM 459200101 $24.9M 2.17% 102,747 SH
25 VISA INC V 92826C839 $24.5M 2.13% 81,097 SH
26 DOMINION ENERGY INC D 25746U109 $24.2M 2.11% 391,933 SH
27 NETFLIX INC. NFLX 64110L106 $22.6M 1.97% 235,370 SH
28 TRUIST FINL CORP TFC 89832Q109 $22.4M 1.95% 486,408 SH
29 STRYKER CORPORATION SYK 863667101 $22.3M 1.94% 67,843 SH
30 BLACKROCK INC BLK 09290D101 $22.2M 1.94% 23,108 SH
31 PEPSICO INC PEP 713448108 $21.8M 1.90% 140,453 SH
32 MEDTRONIC PLC MDT G5960L103 $21.6M 1.89% 249,835 SH
33 CINTAS CORP CTAS 172908105 $21.5M 1.87% 126,999 SH
34 ORACLE CORP ORCL 68389X105 $20.9M 1.82% 142,246 SH
35 CME GROUP INC CME 12572Q105 $20.8M 1.81% 70,325 SH
36 HOME DEPOT INC HD 437076102 $20.7M 1.80% 62,858 SH
37 AGILENT TECHNOLOGIES INC A 00846U101 $19.8M 1.73% 174,068 SH
38 MICROCHIP TECHNOLOGY INC. MCHP 595017104 $19.6M 1.71% 304,034 SH
39 UNITED PARCEL SVCS INC UPS 911312106 $18.9M 1.64% 192,021 SH
40 PAYCHEX INC PAYX 704326107 $17.3M 1.51% 187,744 SH
41 COMCAST CORP NEW CMCSA 20030N101 $16.3M 1.42% 567,221 SH
42 STANLEY BLACK & DECKER INC SWK 854502101 $15.1M 1.31% 212,332 SH
43 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $10.7M 0.93% 16,444 SH
44 EXXON MOBIL CORP XOM 30231G102 $8.3M 0.72% 48,980 SH
45 ISHARES TR HDV 46429B663 $4.6M 0.40% 33,726 SH
46 SCHWAB STRATEGIC TR SCHX 808524201 $4.2M 0.37% 163,789 SH
47 AMAZON COM INC AMZN 023135106 $3.6M 0.31% 17,206 SH
48 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.5M 0.22% 5,186 SH
49 NVIDIA CORPORATION NVDA 67066G104 $2.4M 0.21% 13,638 SH
50 ISHARES TR IGSB 464288646 $2.1M 0.19% 40,593 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-20 $1.15B 389 0000887402-26-000002
2025-12-31 2026-01-27 $1.11B 439 0000887402-26-000001