Godsey & Gibb, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 13, 2026), Godsey & Gibb, Inc. reported 383 stock positions worth $1.2 billion. Its top holding was Corning (GLW) at 4.3% of the portfolio, followed by Apple (AAPL, 3.6%) and Broadcom (AVGO, 3.6%). Compared with Q1 2026, it opened 17 new positions, sold out of 25, added to 34 and reduced 97. The biggest buy was Abbvie (ABBV, shares +4083%) and the biggest sale Chevron (CVX, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0000887402
- Portfolio Value
- $1.2B (Q2 2026)
- SEC Filing
- 0000887402-26-000003 ↗ filed Jul 13, 2026
Holdings Value
Holdings 383 stocks · $1.2B
| GLW Corning Inc. | 4.32% | 206,338 | $52.7M | Reduce -33.6% |
| AAPL Apple Inc. | 3.60% | 151,701 | $43.9M | Reduce -3.5% |
| AVGO Broadcom Inc. | 3.56% | 115,060 | $43.5M | Reduce -3.8% |
| RY Royal Bank of Canada | 2.90% | 170,820 | $35.4M | Reduce -6.1% |
| TD Toronto-Dominion Bank | 2.74% | 275,464 | $33.4M | Reduce -10.0% |
| RTX RTX Corp. | 2.67% | 171,629 | $32.6M | Reduce -1.2% |
| ETN Eaton Corp. PLC | 2.65% | 75,924 | $32.4M | Reduce -2.2% |
| STT State Street Corp. | 2.62% | 188,457 | $32.0M | Reduce -12.7% |
| ETR Entergy Corp. | 2.45% | 259,761 | $29.8M | Reduce -6.7% |
| PNC PNC Financial Services Group | 2.41% | 119,333 | $29.4M | Reduce -1.0% |
| MRK Merck & Co. Inc. | 2.37% | 224,875 | $28.9M | Reduce -2.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.36% | 102,474 | $28.8M | Reduce -0.3% |
| NVS Novartis AG-Sponsored ADR | 2.35% | 183,015 | $28.7M | Reduce -1.4% |
| LNT Alliant Energy Corp. | 2.30% | 366,907 | $28.0M | Reduce -1.8% |
| V Visa Inc. Class A | 2.29% | 81,515 | $28.0M | Add +0.5% |
| KO The Coca-Cola Co. | 2.27% | 339,869 | $27.6M | Reduce -1.6% |
| MCHP Microchip Technology Inc. | 2.25% | 300,549 | $27.4M | Reduce -1.1% |
| FAST Fastenal Co. | 2.22% | 564,601 | $27.1M | Reduce -1.0% |
| MSFT Microsoft Corp. | 2.19% | 71,539 | $26.7M | Add +0.2% |
| AEP American Electric Power | 2.18% | 194,184 | $26.6M | Add +1.1% |
| D Dominion Energy Inc. | 2.17% | 387,155 | $26.4M | Reduce -1.2% |
| AMGN Amgen Inc. | 2.13% | 71,580 | $25.9M | Add +0.1% |
| DUK Duke Energy Corp. | 2.10% | 202,322 | $25.6M | Reduce -0.7% |
| COST Costco Wholesale Corp. | 2.05% | 26,742 | $25.0M | Reduce -0.2% |
| SLB SLB Ltd. filed as SLB LIMITED | 2.01% | 527,785 | $24.5M | Reduce -2.5% |
| TFC Truist Financial Corp. | 2.01% | 490,908 | $24.5M | Add +0.9% |
| A Agilent Technologies Inc. | 1.91% | 175,728 | $23.3M | Add +0.9% |
| HD Home Depot Inc. | 1.91% | 65,998 | $23.3M | Add +5.0% |
| CVX Chevron Corp. | 1.84% | 135,021 | $22.4M | Reduce -8.3% |
| BLK BlackRock Inc. | 1.83% | 23,217 | $22.3M | Add +0.5% |
| CTAS Cintas Corp. | 1.80% | 129,005 | $21.9M | Add +1.6% |
| SYK Stryker Corp. | 1.79% | 69,441 | $21.9M | Add +2.4% |
| ORCL Oracle Corp. | 1.77% | 147,306 | $21.6M | Add +3.6% |
| SWK Stanley Black & Decker Inc. | 1.70% | 220,806 | $20.8M | Add +4.0% |
| UPS United Parcel Service Class B | 1.69% | 192,098 | $20.7M | Add +0.0% |
| T AT&T Inc. | 1.66% | 977,149 | $20.2M | Reduce -0.3% |
| MDT Medtronic PLC | 1.60% | 249,657 | $19.5M | Reduce -0.1% |
| PEP Pepsico Inc. | 1.56% | 140,346 | $19.0M | Reduce -0.1% |
| PAYX Paychex Inc. | 1.55% | 192,456 | $18.9M | Add +2.5% |
| ABBV Abbvie Inc. | 1.53% | 74,257 | $18.7M | Add +4083.5% |
| NFLX Netflix Inc. | 1.41% | 240,237 | $17.2M | Add +2.1% |
| CME Cme Group Inc. | 1.29% | 71,310 | $15.7M | Add +1.4% |
| CMCSA Comcast Corp. Class A | 1.16% | 576,786 | $14.2M | Add +1.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.01% | 16,410 | $12.3M | Reduce -0.2% |
| XOM Exxon Mobil Corp. | 0.55% | 48,775 | $6.7M | Reduce -0.4% |
| SCHX Schwab US Large-Cap ETF | 0.41% | 170,375 | $5.0M | Add +4.0% |
| HDV iShares Core High Dividend E | 0.38% | 169,863 | $4.7M | Add +0.7% |
| AMZN Amazon.com Inc. | 0.33% | 16,936 | $4.0M | Reduce -1.6% |
| NVDA Nvidia Corp. | 0.21% | 12,992 | $2.6M | Reduce -4.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 5,114 | $2.6M | Reduce -1.4% |
| MU Micron Technology Inc. | 0.19% | 1,998 | $2.3M | Add +3.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.18% | 42,014 | $2.2M | Add +3.5% |
| IJH iShares Core S&P Midcap ETF | 0.14% | 21,937 | $1.7M | Add +1.6% |
| GOOG Alphabet Inc. Class C | 0.14% | 4,682 | $1.7M | Reduce -6.7% |
| LLY Eli Lilly & Co. | 0.12% | 1,185 | $1.4M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 0.11% | 3,815 | $1.4M | Reduce -1.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 1,677 | $1.2M | Reduce -1.2% |
| VEA Vanguard Ftse Developed ETF | 0.09% | 15,576 | $1.1M | Reduce -2.6% |
| PG The Procter & Gamble Co. | 0.09% | 7,461 | $1.1M | Reduce -1.5% |
| COP Conocophillips | 0.08% | 8,978 | $933K | Add +0.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.08% | 1,771 | $925K | Reduce -8.1% |
| AMAT Applied Materials Inc. | 0.07% | 1,265 | $915K | No change |
| MO Altria Group Inc. | 0.07% | 12,695 | $913K | No change |
| APH Amphenol Corp. Class A | 0.06% | 4,441 | $783K | Add +0.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.06% | 2,816 | $684K | No change |
| SFST Southern First Bancshares | 0.06% | 11,060 | $676K | No change |
| PM Philip Morris International | 0.05% | 3,568 | $646K | Reduce -1.5% |
| AMD Advanced Micro Devices | 0.05% | 1,110 | $645K | No change |
| AFL Aflac Inc. | 0.05% | 5,453 | $639K | Reduce -12.3% |
| FNF Fidelity National Financial | 0.05% | 12,270 | $579K | No change |
| META Meta Platforms Inc. Class A | 0.05% | 983 | $554K | Reduce -5.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 5,709 | $549K | No change |
| INTC Intel Corp. | 0.04% | 3,855 | $538K | Reduce -4.3% |
| JPM JPMorgan Chase & Co. | 0.04% | 1,501 | $491K | Reduce -6.3% |
| JNJ Johnson & Johnson | 0.04% | 1,854 | $471K | No change |
| MUSA Murphy USA Inc. | 0.04% | 848 | $457K | No change |
| CSCO Cisco Systems Inc. | 0.04% | 3,807 | $447K | No change |
| SO The Southern Co. | 0.04% | 4,543 | $435K | No change |
| EMR Emerson Electric Co. | 0.04% | 3,018 | $432K | Reduce -0.7% |
| SCHG Schwab US Large-Cap Growth | 0.04% | 12,669 | $429K | Add +0.9% |
| SCHD Schwab US DVD Equity ETF | 0.03% | 13,175 | $418K | Reduce -1.7% |
| BX Blackstone Inc. | 0.03% | 3,494 | $411K | Reduce -9.9% |
| ALL Allstate Corp. | 0.03% | 1,700 | $404K | No change |
| ADP Automatic Data Processing | 0.03% | 1,655 | $371K | No change |
| COHR Coherent Corp. | 0.03% | 935 | $369K | Reduce -0.5% |
| VYM Vanguard High DVD Yield ETF | 0.03% | 2,310 | $365K | No change |
| OMC Omnicom Group | 0.03% | 4,878 | $355K | No change |
| RSPT Invesco S&P 500 Equal Weight | 0.03% | 5,360 | $346K | No change |
| MS Morgan Stanley | 0.03% | 1,626 | $340K | No change |
| AXP American Express Co. | 0.03% | 972 | $329K | Reduce -3.3% |
| SCHW Schwab (charles) Corp. | 0.03% | 3,455 | $319K | No change |
| TSLA Tesla Inc. | 0.03% | 740 | $311K | Add +39.6% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.02% | 6,605 | $299K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.02% | 620 | $296K | Reduce -8.0% |
| SYY Sysco Corp. | 0.02% | 3,350 | $280K | No change |
| DHR Danaher Corp. | 0.02% | 1,400 | $267K | Reduce -0.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.02% | 2,845 | $261K | Add +2088.5% |
| PSA Public Storage | 0.02% | 813 | $259K | No change |
| MCD McDonald's Corp. | 0.02% | 920 | $249K | No change |
| MDLZ Mondelez International Inc. Class A | 0.02% | 4,240 | $245K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| CVX Chevron Corp. | Reduce -8.3% | 1.84% | −0.82 |
| T AT&T Inc. | Reduce -0.3% | 1.66% | −0.81 |
| SLB SLB Ltd. | Reduce -2.5% | 2.01% | −0.41 |
| PEP Pepsico Inc. | Reduce -0.1% | 1.56% | −0.34 |
| MDT Medtronic PLC | Reduce -0.1% | 1.60% | −0.28 |
| ETR Entergy Corp. | Reduce -6.7% | 2.45% | −0.28 |
| COST Costco Wholesale Corp. | Reduce -0.2% | 2.05% | −0.27 |
| RTX RTX Corp. | Reduce -1.2% | 2.67% | −0.25 |
| DUK Duke Energy Corp. | Reduce -0.7% | 2.10% | −0.22 |
| XOM Exxon Mobil Corp. | Reduce -0.4% | 0.55% | −0.18 |
| NVS Novartis AG-Sponsored ADR | Reduce -1.4% | 2.35% | −0.12 |
| FAST Fastenal Co. | Reduce -1.0% | 2.22% | −0.08 |
| LNT Alliant Energy Corp. | Reduce -1.8% | 2.30% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -2.0% | 2.37% | −0.03 |
| KO The Coca-Cola Co. | Reduce -1.6% | 2.27% | −0.02 |
| HON Honeywell International Inc. | Reduce -3.5% | 0.01% | −0.02 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.01 |
| AFL Aflac Inc. | Reduce -12.3% | 0.05% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -41.3% | 0.01% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -26.9% | 0.02% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.4% | 0.21% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -5.8% | 0.05% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -1.5% | 0.09% | −0.01 |
| KMB Kimberly-Clark Corp. | Reduce -84.3% | 0.00% | −0.01 |
| BX Blackstone Inc. | Reduce -9.9% | 0.03% | −0.01 |
| KRP Kimbell Royalty Partners LP | Reduce -92.7% | 0.00% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -41.0% | 0.01% | −0.00 |
| ABT Abbott Laboratories | Reduce -1.2% | 0.02% | −0.00 |
| ATO Atmos Energy Corp. | Reduce -16.8% | 0.01% | −0.00 |
| GLD SPDR Gold Shares | Reduce -2.5% | 0.01% | −0.00 |
| SCHM Schwab US Mid Cap ETF | Sold out | 0.00% | −0.00 |
| RSP Invesco S&P 500 Equal Weight | Reduce -62.0% | 0.00% | −0.00 |
| SCHF Schwab Intl Equity ETF | Reduce -44.7% | 0.00% | −0.00 |
| JPIE JPMorgan Income ETF | Sold out | 0.00% | −0.00 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -8.1% | 0.08% | −0.00 |
| VT Vanguard Tot World STK ETF | Reduce -54.8% | 0.00% | −0.00 |
| QUAL iShares MSCI USA Quality Fac | Reduce -60.7% | 0.00% | −0.00 |
| PSX Phillips 66 | Reduce -9.0% | 0.01% | −0.00 |
| IWP iShares Russell Mid-Cap Grow | Reduce -80.0% | 0.00% | −0.00 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.7% | 0.03% | −0.00 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −0.00 |
| DHR Danaher Corp. | Reduce -0.7% | 0.02% | −0.00 |
| HONA Honeywell Aerospace Inc. | Reduce -3.7% | 0.01% | −0.00 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -79.7% | 0.00% | −0.00 |
| PPG PPG Industries Inc. | Reduce -32.1% | 0.00% | −0.00 |
| SPYV SS SPDR P S&P 500 Value ETF | Sold out | 0.00% | −0.00 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -28.9% | 0.00% | −0.00 |
| KR Kroger Co. | Reduce -56.7% | 0.00% | −0.00 |
| NSC Norfolk Southern Corp. | Reduce -24.3% | 0.00% | −0.00 |
| JPEF JPMorgan Equity Focus ETF | Reduce -25.9% | 0.00% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| ABBV Abbvie Inc. | Add +4083.5% | 1.53% | +1.50 |
| SWK Stanley Black & Decker Inc. | Add +4.0% | 1.70% | +0.39 |
| A Agilent Technologies Inc. | Add +0.9% | 1.91% | +0.19 |
| V Visa Inc. Class A | Add +0.5% | 2.29% | +0.16 |
| MU Micron Technology Inc. | Add +3.4% | 0.19% | +0.13 |
| HD Home Depot Inc. | Add +5.0% | 1.91% | +0.11 |
| TFC Truist Financial Corp. | Add +0.9% | 2.01% | +0.06 |
| UPS United Parcel Service Class B | Add +0.0% | 1.69% | +0.05 |
| PAYX Paychex Inc. | Add +2.5% | 1.55% | +0.05 |
| SCHX Schwab US Large-Cap ETF | Add +4.0% | 0.41% | +0.05 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +2088.5% | 0.02% | +0.02 |
| APH Amphenol Corp. Class A | Add +0.9% | 0.06% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Add +1.6% | 0.14% | +0.01 |
| TSLA Tesla Inc. | Add +39.6% | 0.03% | +0.01 |
| RVMD Revolution Medicines Inc. | New | 0.01% | +0.01 |
| SPCX Space Exploration Techn Class A | New | 0.00% | +0.00 |
| SCHG Schwab US Large-Cap Growth | Add +0.9% | 0.04% | +0.00 |
| PSI Invesco Semiconductors ETF | New | 0.00% | +0.00 |
| SMH Vaneck Semiconductor ETF | New | 0.00% | +0.00 |
| ARTY iShares Future AI & Tech ETF | New | 0.00% | +0.00 |
| SBUX Starbucks Corp. | Add +18.0% | 0.01% | +0.00 |
| SCHH Schwab US REIT ETF | New | 0.00% | +0.00 |
| JEPQ JPM Nasdaq Equity Premium | Add +51.8% | 0.00% | +0.00 |
| DVN Devon Energy Corp. | New | 0.00% | +0.00 |
| JKHY Jack Henry & Associates Inc. | New | 0.00% | +0.00 |
| RMD Resmed Inc. | New | 0.00% | +0.00 |
| STE Steris PLC | New | 0.00% | +0.00 |
| CHD Church & Dwight Co. Inc. | New | 0.00% | +0.00 |
| ROP Roper Technologies Inc. | New | 0.00% | +0.00 |
| BR Broadridge Financial Solutio | New | 0.00% | +0.00 |
| RSG Republic Services Inc. | Add +18.3% | 0.00% | +0.00 |
| ROL Rollins Inc. | New | 0.00% | +0.00 |
| LUMN Lumen Technologies Inc. | New | 0.00% | 0.00 |
| PLUG Plug Power Inc. | New | 0.00% | 0.00 |
| VOD Vodafone Group PLC-SP ADR | New | 0.00% | 0.00 |
| SCCO Southern Copper Corp. | Add +0.7% | 0.00% | −0.00 |
| VZ Verizon Communications Inc. | Add +4.7% | 0.00% | −0.00 |
| NEE Nextera Energy Inc. | Add +2.7% | 0.02% | −0.00 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +3.5% | 0.18% | −0.01 |
| AEP American Electric Power | Add +1.1% | 2.18% | −0.01 |
| HDV iShares Core High Dividend E | Add +0.7% | 0.38% | −0.02 |
| COP Conocophillips | Add +0.0% | 0.08% | −0.03 |
| ORCL Oracle Corp. | Add +3.6% | 1.77% | −0.05 |
| AMGN Amgen Inc. | Add +0.1% | 2.13% | −0.06 |
| CTAS Cintas Corp. | Add +1.6% | 1.80% | −0.07 |
| BLK BlackRock Inc. | Add +0.5% | 1.83% | −0.10 |
| MSFT Microsoft Corp. | Add +0.2% | 2.19% | −0.11 |
| SYK Stryker Corp. | Add +2.4% | 1.79% | −0.15 |
| CMCSA Comcast Corp. Class A | Add +1.7% | 1.16% | −0.26 |
| CME Cme Group Inc. | Add +1.4% | 1.29% | −0.52 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 383 | $1.2B | GLW, AAPL, AVGO, RY, TD |
| Q1 2026 | 389 | $1.1B | GLW, AAPL, AVGO, RTX, ETR |
| Q4 2025 | 438 | $1.1B | AVGO, AAPL, MSFT, RTX, GLW |
| Q3 2025 | 373 | $1.1B | AVGO, ORCL, AAPL, GLW, MSFT |
| Q2 2025 | 352 | $1.1B | AVGO, ORCL, MSFT, IBM, AAPL |
| Q1 2025 | 388 | $1.0B | AAPL, T, COST, ETR, IBM |
| Q4 2024 | 366 | $1.0B | AVGO, AAPL, MSFT, COST, ORCL |
| Q3 2024 | 430 | $1.0B | AAPL, AVGO, ORCL, MSFT, COST |
| Q2 2024 | 398 | $967.4M | MSFT, AAPL, AVGO, COST, ORCL |
| Q1 2024 | 381 | $949.8M | MSFT, AAPL, COST, AVGO, ETN |