Godsey & Gibb, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 11, 2025), Godsey & Gibb, Inc. reported 388 stock positions worth $1.0 billion. Its top holding was Apple (AAPL) at 3.5% of the portfolio, followed by AT&T (T, 2.9%) and Costco Wholesale (COST, 2.9%). Compared with Q4 2024, it opened 40 new positions, sold out of 18, added to 72 and reduced 52. The biggest buy was Amgen (AMGN, shares +2%) and the biggest sale Broadcom (AVGO, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0000887402
- Portfolio Value
- $1.0B (Q1 2025)
- SEC Filing
- 0000887402-25-000003 ↗ filed Apr 11, 2025
Holdings Value
Holdings 388 stocks · $1.0B
| AAPL Apple Inc. | 3.51% | 160,783 | $35.7M | Add +3.1% |
| T AT&T Inc. | 2.94% | 1,057,694 | $29.9M | Reduce -0.9% |
| COST Costco Wholesale Corp. | 2.93% | 31,581 | $29.9M | Reduce -1.7% |
| ETR Entergy Corp. | 2.91% | 346,968 | $29.7M | Reduce -2.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.85% | 116,628 | $29.0M | Reduce -2.8% |
| V Visa Inc. Class A | 2.80% | 81,264 | $28.5M | Reduce -2.3% |
| AVGO Broadcom Inc. | 2.75% | 167,410 | $28.0M | Reduce -4.7% |
| MSFT Microsoft Corp. | 2.63% | 71,334 | $26.8M | Add +0.7% |
| RTX RTX Corp. | 2.63% | 201,887 | $26.7M | Reduce -0.3% |
| CTAS Cintas Corp. | 2.49% | 123,266 | $25.3M | Reduce -2.7% |
| DUK Duke Energy Corp. | 2.45% | 204,405 | $24.9M | Add +1.1% |
| SYK Stryker Corp. | 2.42% | 66,046 | $24.6M | Reduce -0.7% |
| KO The Coca-Cola Co. | 2.40% | 341,734 | $24.5M | Add +1.6% |
| LNT Alliant Energy Corp. | 2.36% | 373,584 | $24.0M | Add +0.9% |
| PAYX Paychex Inc. | 2.36% | 155,518 | $24.0M | Reduce -1.3% |
| ORCL Oracle Corp. | 2.35% | 171,081 | $23.9M | Reduce -2.2% |
| FAST Fastenal Co. | 2.29% | 300,237 | $23.3M | Add +1.3% |
| RY Royal Bank of Canada | 2.21% | 199,871 | $22.5M | Reduce -0.1% |
| HD Home Depot Inc. | 2.16% | 60,076 | $22.0M | Add +0.3% |
| BLK BlackRock Inc. | 2.16% | 23,212 | $22.0M | No change |
| NVS Novartis AG-Sponsored ADR | 2.14% | 195,457 | $21.8M | Add +1.6% |
| MDT Medtronic PLC | 2.12% | 240,451 | $21.6M | Add +3.2% |
| D Dominion Energy Inc. | 2.10% | 381,674 | $21.4M | Add +3.5% |
| KMB Kimberly-Clark Corp. | 2.08% | 149,126 | $21.2M | Add +2.7% |
| CVX Chevron Corp. | 2.08% | 126,659 | $21.2M | Add +0.6% |
| ETN Eaton Corp. PLC | 2.06% | 77,080 | $21.0M | Add +0.7% |
| GLW Corning Inc. | 2.04% | 453,853 | $20.8M | Reduce -0.2% |
| AEP American Electric Power | 2.04% | 189,932 | $20.8M | Reduce -1.0% |
| TD Toronto-Dominion Bank | 2.03% | 345,305 | $20.7M | Add +3.3% |
| AMGN Amgen Inc. | 2.02% | 66,003 | $20.6M | Add +2.0% |
| PNC PNC Financial Services Group | 2.00% | 116,080 | $20.4M | Add +0.2% |
| PEP Pepsico Inc. | 1.92% | 130,283 | $19.5M | Add +10.9% |
| STT State Street Corp. | 1.87% | 212,072 | $19.0M | Add +4.2% |
| TFC Truist Financial Corp. | 1.86% | 459,451 | $18.9M | Reduce -0.4% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 1.85% | 449,957 | $18.8M | Add +2.4% |
| MRK Merck & Co. Inc. | 1.84% | 208,129 | $18.7M | Add +11.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.73% | 178,677 | $17.6M | Add +0.6% |
| CMCSA Comcast Corp. Class A | 1.73% | 477,289 | $17.6M | Add +3.9% |
| UPS United Parcel Service Class B | 1.69% | 156,136 | $17.2M | Add +9.7% |
| A Agilent Technologies Inc. | 1.60% | 139,144 | $16.3M | Add +1.6% |
| MCHP Microchip Technology Inc. | 1.31% | 274,906 | $13.3M | Add +6.8% |
| SWK Stanley Black & Decker Inc. | 1.29% | 170,880 | $13.1M | Add +12.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.95% | 17,313 | $9.7M | Reduce -0.6% |
| XOM Exxon Mobil Corp. | 0.59% | 50,416 | $6.0M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 0.38% | 20,364 | $3.9M | Add +27.8% |
| HDV iShares Core High Dividend E | 0.33% | 28,119 | $3.4M | Add +3.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 5,455 | $2.9M | Add +1.2% |
| WMT Walmart Inc. | 0.25% | 29,406 | $2.6M | Add +0.9% |
| SCHX Schwab US Large-Cap ETF | 0.25% | 116,604 | $2.6M | Add +4.4% |
| NVDA Nvidia Corp. | 0.15% | 13,777 | $1.5M | Add +29.8% |
| PG The Procter & Gamble Co. | 0.15% | 8,682 | $1.5M | Reduce -1.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.14% | 28,102 | $1.5M | Add +9.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.12% | 3,009 | $1.3M | Reduce -5.3% |
| COP Conocophillips | 0.12% | 11,276 | $1.2M | Add +0.0% |
| IJH iShares Core S&P Midcap ETF | 0.10% | 17,869 | $1.0M | Add +4.1% |
| GOOG Alphabet Inc. Class C | 0.09% | 6,090 | $951K | Reduce -1.5% |
| K Kellanova | 0.09% | 11,300 | $932K | No change |
| LLY Eli Lilly & Co. | 0.09% | 1,100 | $909K | No change |
| MO Altria Group Inc. | 0.08% | 13,905 | $835K | Reduce -1.3% |
| FNF Fidelity National Financial | 0.08% | 12,805 | $833K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 1,694 | $794K | Reduce -1.5% |
| AFL Aflac Inc. | 0.08% | 7,097 | $789K | No change |
| VEA Vanguard Ftse Developed ETF | 0.07% | 13,239 | $673K | Add +8.7% |
| META Meta Platforms Inc. Class A | 0.06% | 1,137 | $655K | Add +5.0% |
| GOOGL Alphabet Inc. Class A | 0.06% | 4,160 | $643K | Add +4.5% |
| JPM JPMorgan Chase & Co. | 0.06% | 2,433 | $597K | Reduce -5.3% |
| PM Philip Morris International | 0.06% | 3,598 | $571K | Reduce -10.7% |
| NFLX Netflix Inc. | 0.06% | 602 | $561K | New |
| INTU Intuit Inc. | 0.05% | 905 | $556K | No change |
| BX Blackstone Inc. | 0.05% | 3,844 | $537K | Reduce -0.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.05% | 2,791 | $520K | No change |
| ADP Automatic Data Processing | 0.05% | 1,655 | $506K | No change |
| SCHD Schwab US DVD Equity ETF | 0.05% | 17,900 | $500K | Reduce -4.2% |
| SO The Southern Co. | 0.04% | 4,858 | $447K | No change |
| ABT Abbott Laboratories | 0.04% | 3,104 | $412K | Reduce -0.2% |
| OMC Omnicom Group | 0.04% | 4,878 | $404K | No change |
| MUSA Murphy USA Inc. | 0.04% | 848 | $398K | No change |
| SYY Sysco Corp. | 0.04% | 5,250 | $394K | No change |
| ABBV Abbvie Inc. | 0.04% | 1,838 | $385K | Add +4.4% |
| SFST Southern First Bancshares | 0.04% | 11,660 | $384K | Reduce -4.9% |
| MA Mastercard Inc. Class A | 0.04% | 691 | $379K | No change |
| CSCO Cisco Systems Inc. | 0.04% | 6,087 | $376K | Reduce -3.0% |
| JNJ Johnson & Johnson | 0.04% | 2,232 | $370K | No change |
| HON Honeywell International Inc. | 0.03% | 1,673 | $354K | Reduce -9.1% |
| ALL Allstate Corp. | 0.03% | 1,700 | $352K | No change |
| EMR Emerson Electric Co. | 0.03% | 3,176 | $348K | Add +1.9% |
| VYM Vanguard High DVD Yield ETF | 0.03% | 2,646 | $341K | Add +14.6% |
| MCD McDonald's Corp. | 0.03% | 987 | $308K | Add +4.4% |
| MDLZ Mondelez International Inc. Class A | 0.03% | 4,542 | $308K | Reduce -0.6% |
| DHR Danaher Corp. | 0.03% | 1,450 | $297K | No change |
| FIS Fidelity National Info Serv | 0.03% | 3,939 | $294K | No change |
| AXP American Express Co. | 0.03% | 1,076 | $289K | Reduce -1.8% |
| APH Amphenol Corp. Class A | 0.03% | 4,400 | $289K | No change |
| SCHG Schwab US Large-Cap Growth | 0.03% | 11,308 | $283K | Add +14.7% |
| TSLA Tesla Inc. | 0.03% | 1,089 | $282K | Reduce -36.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.03% | 3,559 | $281K | No change |
| EPD Enterprise Products Partners | 0.03% | 7,977 | $272K | Add +29.2% |
| VOO Vanguard S&P 500 ETF | 0.03% | 516 | $265K | Reduce -7.2% |
| PSA Public Storage | 0.02% | 817 | $245K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.02% | 1,743 | $236K | Reduce -6.1% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $705 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| EXEEL Chesapeake Energy Corp. -CW26 | *W EXP 02/09/202 | 7 | $705 | No change |
Lines left out (1) · $4 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| VIGI Vanguard Int Div App Indx FD | INTL DVD ETF | 0 | $4 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $1.0B.
Portfolio Sells Q4 2024 → Q1 2025
| AVGO Broadcom Inc. | Reduce -4.7% | 2.75% | −1.31 |
| ORCL Oracle Corp. | Reduce -2.2% | 2.35% | −0.56 |
| RY Royal Bank of Canada | Reduce -0.1% | 2.21% | −0.19 |
| TFC Truist Financial Corp. | Reduce -0.4% | 1.86% | −0.14 |
| GLW Corning Inc. | Reduce -0.2% | 2.04% | −0.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.6% | 0.95% | −0.07 |
| TSLA Tesla Inc. | Reduce -36.2% | 0.03% | −0.04 |
| GOOG Alphabet Inc. Class C | Reduce -1.5% | 0.09% | −0.02 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -48.1% | 0.02% | −0.02 |
| BX Blackstone Inc. | Reduce -0.8% | 0.05% | −0.01 |
| NAD Nuveen Quality Municipal Inc. | Sold out | 0.00% | −0.01 |
| MKL Markel Group Inc. | Sold out | 0.00% | −0.01 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -5.3% | 0.12% | −0.01 |
| SFST Southern First Bancshares | Reduce -4.9% | 0.04% | −0.01 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.5% | 0.08% | −0.01 |
| JEPQ JPM Nasdaq Equity Premium | Sold out | 0.00% | −0.01 |
| PPG PPG Industries Inc. | Reduce -19.8% | 0.02% | −0.01 |
| HON Honeywell International Inc. | Reduce -9.1% | 0.03% | −0.01 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.01 |
| JEPI JPMorgan Equity Premium Inco | Reduce -84.9% | 0.00% | −0.01 |
| ADM Archer-Daniels-Midland Co. | Reduce -23.2% | 0.01% | −0.00 |
| STAG Stag Industrial Inc. | Reduce -86.2% | 0.00% | −0.00 |
| COST Costco Wholesale Corp. | Reduce -1.7% | 2.93% | −0.00 |
| AXP American Express Co. | Reduce -1.8% | 0.03% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -7.2% | 0.03% | −0.00 |
| INTC Intel Corp. | Reduce -32.9% | 0.01% | −0.00 |
| SYLD Cambria Shareholder Yield Et | Sold out | 0.00% | −0.00 |
| EEMV iShares MSCI Emg MKT Min Vol | Sold out | 0.00% | −0.00 |
| LOW Lowe's Cos Inc. | Reduce -10.5% | 0.01% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -5.3% | 0.06% | −0.00 |
| LMT Lockheed Martin Corp. | Reduce -5.9% | 0.02% | −0.00 |
| SUM Summit Materials Inc. Class A | Sold out | 0.00% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -1.8% | 0.15% | −0.00 |
| LUV Southwest Airlines Co. | Reduce -35.6% | 0.00% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −0.00 |
| SCHD Schwab US DVD Equity ETF | Reduce -4.2% | 0.05% | −0.00 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -32.8% | 0.00% | −0.00 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.00 |
| UTF Cohen & Steers Infrastructur | Sold out | 0.00% | −0.00 |
| SDY SS SPDR S&P Dividend ETF | Reduce -6.1% | 0.02% | −0.00 |
| VOD Vodafone Group PLC-SP ADR | Sold out | 0.00% | −0.00 |
| DE Deere & Co. | Reduce -16.1% | 0.01% | −0.00 |
| XLY SS Consumer Disc Select Sect | Reduce -42.5% | 0.00% | −0.00 |
| SPLV Invesco S&P 500 Low Volatili | Sold out | 0.00% | −0.00 |
| ACN Accenture PLC Class A | Reduce -0.8% | 0.00% | −0.00 |
| XLF SS Financial Select Sector | Reduce -21.3% | 0.00% | −0.00 |
| TEX Terex Corp. | Reduce -40.7% | 0.00% | −0.00 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −0.00 |
| SUPN Supernus Pharmaceuticals Inc. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| AMGN Amgen Inc. | Add +2.0% | 2.02% | +0.34 |
| KO The Coca-Cola Co. | Add +1.6% | 2.40% | +0.31 |
| DUK Duke Energy Corp. | Add +1.1% | 2.45% | +0.28 |
| NVS Novartis AG-Sponsored ADR | Add +1.6% | 2.14% | +0.27 |
| MDT Medtronic PLC | Add +3.2% | 2.12% | +0.26 |
| CVX Chevron Corp. | Add +0.6% | 2.08% | +0.26 |
| TD Toronto-Dominion Bank | Add +3.3% | 2.03% | +0.26 |
| KMB Kimberly-Clark Corp. | Add +2.7% | 2.08% | +0.18 |
| LNT Alliant Energy Corp. | Add +0.9% | 2.36% | +0.18 |
| SLB SLB Ltd. | Add +2.4% | 1.85% | +0.17 |
| FAST Fastenal Co. | Add +1.3% | 2.29% | +0.16 |
| PEP Pepsico Inc. | Add +10.9% | 1.92% | +0.14 |
| D Dominion Energy Inc. | Add +3.5% | 2.10% | +0.12 |
| SWK Stanley Black & Decker Inc. | Add +12.1% | 1.29% | +0.07 |
| NFLX Netflix Inc. | New | 0.06% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.2% | 0.29% | +0.04 |
| AMZN Amazon.com Inc. | Add +27.8% | 0.38% | +0.03 |
| HDV iShares Core High Dividend E | Add +3.7% | 0.33% | +0.03 |
| BND Vanguard Total Bond Market | New | 0.01% | +0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +9.4% | 0.14% | +0.01 |
| CMCSA Comcast Corp. Class A | Add +3.9% | 1.73% | +0.01 |
| VXUS Vanguard Total Intl Stock | New | 0.01% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +8.7% | 0.07% | +0.01 |
| EPD Enterprise Products Partners | Add +29.2% | 0.03% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +343.4% | 0.01% | +0.01 |
| ABBV Abbvie Inc. | Add +4.4% | 0.04% | +0.01 |
| VCIT Vanguard Int-Term Corporate | Add +45.9% | 0.02% | +0.01 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.01% | +0.01 |
| COP Conocophillips | Add +0.0% | 0.12% | +0.00 |
| AGG iShares Core U.S. Aggregate | New | 0.00% | +0.00 |
| NVDA Nvidia Corp. | Add +29.8% | 0.15% | +0.00 |
| VYM Vanguard High DVD Yield ETF | Add +14.6% | 0.03% | +0.00 |
| GOVT iShares US Treasury Bond ETF | New | 0.00% | +0.00 |
| COMT iShares Gsci Commodity Dynam | New | 0.00% | +0.00 |
| VXF Vanguard Extended Market ETF | New | 0.00% | +0.00 |
| PLTR Palantir Technologies Inc. Class A | Add +740.0% | 0.00% | +0.00 |
| TIP iShares Tips Bond ETF | New | 0.00% | +0.00 |
| MCD McDonald's Corp. | Add +4.4% | 0.03% | +0.00 |
| VGK Vanguard Ftse Europe ETF | New | 0.00% | +0.00 |
| SHY iShares 1-3 Year Treasury Bo | New | 0.00% | +0.00 |
| IEMG iShares Core MSCI Emerging | Add +117.3% | 0.00% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +44.6% | 0.01% | +0.00 |
| LNG Cheniere Energy Inc. | Add +12.2% | 0.01% | +0.00 |
| XLC SS Comm Select Sector SPDR | Add +36.5% | 0.01% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +170.0% | 0.00% | +0.00 |
| TMUS T-Mobile US Inc. | Add +139.5% | 0.00% | +0.00 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.00% | +0.00 |
| EWJ iShares MSCI Japan ETF | New | 0.00% | +0.00 |
| ISTB iShares Core 1-5 Year Usd Bo | New | 0.00% | +0.00 |
| IEI iShares 3-7 Year Treasury Bo | New | 0.00% | +0.00 |
Notes & Other Activity Q4 2024 → Q1 2025
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Sold out | 25 | $689before exit |
| PFFA Virtus Infracap US Pref STCK | VIRTUS INFRCAP | Sold out | 0 | $8before exit |
| VIGI Vanguard Int Div App Indx FD | INTL DVD ETF | Reduce -100.0% | 0 | $4 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |