Godsey & Gibb, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 23, 2025), Godsey & Gibb, Inc. reported 352 stock positions worth $1.1 billion. Its top holding was Broadcom (AVGO) at 4.3% of the portfolio, followed by Oracle (ORCL, 3.5%) and Microsoft (MSFT, 3.3%). Compared with Q1 2025, it opened 16 new positions, sold out of 52, added to 49 and reduced 83. The biggest buy was Oracle (ORCL, shares +0%) and the biggest sale Walt Disney (DIS, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0000887402
- Portfolio Value
- $1.1B (Q2 2025)
- SEC Filing
- 0000887402-25-000004 ↗ filed Jul 23, 2025
Holdings Value
Holdings 352 stocks · $1.1B
| AVGO Broadcom Inc. | 4.27% | 165,741 | $45.7M | Reduce -1.0% |
| ORCL Oracle Corp. | 3.51% | 171,395 | $37.5M | Add +0.2% |
| MSFT Microsoft Corp. | 3.32% | 71,280 | $35.5M | Reduce -0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 3.11% | 112,888 | $33.3M | Reduce -3.2% |
| AAPL Apple Inc. | 3.09% | 161,094 | $33.1M | Add +0.2% |
| RTX RTX Corp. | 2.73% | 200,072 | $29.2M | Reduce -0.9% |
| T AT&T Inc. | 2.72% | 1,004,301 | $29.1M | Reduce -5.0% |
| ETN Eaton Corp. PLC | 2.67% | 80,027 | $28.6M | Add +3.8% |
| V Visa Inc. Class A | 2.67% | 80,349 | $28.5M | Reduce -1.1% |
| ETR Entergy Corp. | 2.64% | 339,698 | $28.2M | Reduce -2.1% |
| CTAS Cintas Corp. | 2.54% | 121,711 | $27.1M | Reduce -1.3% |
| RY Royal Bank of Canada | 2.46% | 199,901 | $26.3M | Add +0.0% |
| COST Costco Wholesale Corp. | 2.45% | 26,405 | $26.1M | Reduce -16.4% |
| SYK Stryker Corp. | 2.44% | 65,934 | $26.1M | Reduce -0.2% |
| TD Toronto-Dominion Bank | 2.37% | 344,395 | $25.3M | Reduce -0.3% |
| FAST Fastenal Co. | 2.31% | 588,833 | $24.7M | Reduce -1.9% |
| BLK BlackRock Inc. | 2.28% | 23,280 | $24.4M | Add +0.3% |
| GLW Corning Inc. | 2.28% | 464,133 | $24.4M | Add +2.3% |
| DUK Duke Energy Corp. | 2.26% | 204,502 | $24.1M | Add +0.1% |
| KO The Coca-Cola Co. | 2.26% | 341,016 | $24.1M | Reduce -0.2% |
| NVS Novartis AG-Sponsored ADR | 2.22% | 196,287 | $23.8M | Add +0.4% |
| PAYX Paychex Inc. | 2.16% | 159,027 | $23.1M | Add +2.3% |
| STT State Street Corp. | 2.15% | 215,795 | $22.9M | Add +1.8% |
| LNT Alliant Energy Corp. | 2.12% | 374,229 | $22.6M | Add +0.2% |
| HD Home Depot Inc. | 2.12% | 61,712 | $22.6M | Add +2.7% |
| PNC PNC Financial Services Group | 2.08% | 119,430 | $22.3M | Add +2.9% |
| D Dominion Energy Inc. | 2.02% | 382,934 | $21.6M | Add +0.3% |
| MDT Medtronic PLC | 1.99% | 244,536 | $21.3M | Add +1.7% |
| TFC Truist Financial Corp. | 1.94% | 482,894 | $20.8M | Add +5.1% |
| AMGN Amgen Inc. | 1.90% | 72,568 | $20.3M | Add +9.9% |
| AEP American Electric Power | 1.88% | 193,387 | $20.1M | Add +1.8% |
| MCHP Microchip Technology Inc. | 1.86% | 282,581 | $19.9M | Add +2.8% |
| A Agilent Technologies Inc. | 1.84% | 166,664 | $19.7M | Add +19.8% |
| KMB Kimberly-Clark Corp. | 1.81% | 150,471 | $19.4M | Add +0.9% |
| CVX Chevron Corp. | 1.78% | 132,789 | $19.0M | Add +4.8% |
| CMCSA Comcast Corp. Class A | 1.73% | 517,937 | $18.5M | Add +8.5% |
| PEP Pepsico Inc. | 1.64% | 133,178 | $17.6M | Add +2.2% |
| MRK Merck & Co. Inc. | 1.59% | 214,919 | $17.0M | Add +3.3% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 1.56% | 493,092 | $16.7M | Add +9.6% |
| UPS United Parcel Service Class B | 1.53% | 161,606 | $16.3M | Add +3.5% |
| SWK Stanley Black & Decker Inc. | 1.17% | 185,340 | $12.6M | Add +8.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.98% | 16,944 | $10.5M | Reduce -2.1% |
| XOM Exxon Mobil Corp. | 0.50% | 50,046 | $5.4M | Reduce -0.7% |
| AMZN Amazon.com Inc. | 0.35% | 16,834 | $3.7M | Reduce -17.3% |
| HDV iShares Core High Dividend E | 0.32% | 28,756 | $3.4M | Add +2.3% |
| SCHX Schwab US Large-Cap ETF | 0.29% | 126,876 | $3.1M | Add +8.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 5,430 | $2.6M | Reduce -0.5% |
| NVDA Nvidia Corp. | 0.20% | 13,228 | $2.1M | Reduce -4.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.15% | 30,726 | $1.6M | Add +9.3% |
| PG The Procter & Gamble Co. | 0.13% | 8,477 | $1.4M | Reduce -2.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.12% | 2,924 | $1.3M | Reduce -2.8% |
| IJH iShares Core S&P Midcap ETF | 0.11% | 18,791 | $1.2M | Add +5.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.09% | 1,704 | $940K | Add +0.6% |
| GOOG Alphabet Inc. Class C | 0.09% | 5,230 | $928K | Reduce -14.1% |
| K Kellanova | 0.08% | 11,300 | $899K | No change |
| COP Conocophillips | 0.08% | 9,635 | $865K | Reduce -14.6% |
| LLY Eli Lilly & Co. | 0.08% | 1,100 | $857K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.08% | 6,855 | $850K | Reduce -96.2% |
| META Meta Platforms Inc. Class A | 0.08% | 1,105 | $816K | Reduce -2.8% |
| MO Altria Group Inc. | 0.07% | 13,495 | $791K | Reduce -3.0% |
| VEA Vanguard Ftse Developed ETF | 0.07% | 13,625 | $777K | Add +2.9% |
| AFL Aflac Inc. | 0.07% | 7,097 | $748K | No change |
| FNF Fidelity National Financial | 0.07% | 12,805 | $718K | No change |
| INTU Intuit Inc. | 0.07% | 905 | $713K | No change |
| GOOGL Alphabet Inc. Class A | 0.07% | 3,980 | $701K | Reduce -4.3% |
| JPM JPMorgan Chase & Co. | 0.06% | 2,339 | $678K | Reduce -3.9% |
| PM Philip Morris International | 0.06% | 3,598 | $655K | No change |
| NFLX Netflix Inc. | 0.06% | 452 | $605K | Reduce -24.9% |
| BX Blackstone Inc. | 0.05% | 3,844 | $575K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.05% | 2,791 | $544K | No change |
| ADP Automatic Data Processing | 0.05% | 1,655 | $510K | No change |
| SCHD Schwab US DVD Equity ETF | 0.04% | 17,830 | $472K | Reduce -0.4% |
| SFST Southern First Bancshares | 0.04% | 11,660 | $443K | No change |
| APH Amphenol Corp. Class A | 0.04% | 4,400 | $435K | No change |
| SO The Southern Co. | 0.04% | 4,703 | $432K | Reduce -3.2% |
| EMR Emerson Electric Co. | 0.04% | 3,118 | $416K | Reduce -1.8% |
| CSCO Cisco Systems Inc. | 0.04% | 5,907 | $410K | Reduce -3.0% |
| CSX CSX Corp. | 0.04% | 12,108 | $395K | Add +776.8% |
| MA Mastercard Inc. Class A | 0.04% | 691 | $388K | No change |
| HON Honeywell International Inc. | 0.04% | 1,628 | $379K | Reduce -2.7% |
| SCHG Schwab US Large-Cap Growth | 0.03% | 12,285 | $359K | Add +8.6% |
| OMC Omnicom Group | 0.03% | 4,878 | $351K | No change |
| MUSA Murphy USA Inc. | 0.03% | 848 | $345K | No change |
| ALL Allstate Corp. | 0.03% | 1,700 | $342K | No change |
| JNJ Johnson & Johnson | 0.03% | 2,232 | $341K | No change |
| ABBV Abbvie Inc. | 0.03% | 1,835 | $341K | Reduce -0.2% |
| AXP American Express Co. | 0.03% | 1,056 | $337K | Reduce -1.9% |
| ABT Abbott Laboratories | 0.03% | 2,474 | $337K | Reduce -20.3% |
| FIS Fidelity National Info Serv | 0.03% | 3,939 | $321K | No change |
| VYM Vanguard High DVD Yield ETF | 0.03% | 2,310 | $308K | Reduce -12.7% |
| MDLZ Mondelez International Inc. Class A | 0.03% | 4,420 | $298K | Reduce -2.7% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.03% | 3,559 | $291K | No change |
| MCD McDonald's Corp. | 0.03% | 987 | $288K | No change |
| DHR Danaher Corp. | 0.03% | 1,400 | $277K | Reduce -3.5% |
| VOO Vanguard S&P 500 ETF | 0.02% | 460 | $261K | Reduce -10.8% |
| SYY Sysco Corp. | 0.02% | 3,350 | $254K | Reduce -36.2% |
| EPD Enterprise Products Partners | 0.02% | 7,977 | $247K | No change |
| MS Morgan Stanley | 0.02% | 1,750 | $247K | No change |
| PSA Public Storage | 0.02% | 817 | $240K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.02% | 1,751 | $238K | Add +0.5% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $756 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| EXEEL Chesapeake Energy Corp. -CW26 | *W EXP 02/09/202 | 7 | $756 | No change |
Lines left out (1) · $11 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| DIVI Franklin International Core | INTL COR DIV TIL | 0 | $11 |
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: $1.1B.
Portfolio Sells Q1 2025 → Q2 2025
| DIS The Walt Disney Co. | Reduce -96.2% | 0.08% | −1.65 |
| COST Costco Wholesale Corp. | Reduce -16.4% | 2.45% | −0.49 |
| ETR Entergy Corp. | Reduce -2.1% | 2.64% | −0.27 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.25 |
| T AT&T Inc. | Reduce -5.0% | 2.72% | −0.22 |
| KO The Coca-Cola Co. | Reduce -0.2% | 2.26% | −0.15 |
| V Visa Inc. Class A | Reduce -1.1% | 2.67% | −0.13 |
| XOM Exxon Mobil Corp. | Reduce -0.7% | 0.50% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.5% | 0.25% | −0.04 |
| COP Conocophillips | Reduce -14.6% | 0.08% | −0.04 |
| AMZN Amazon.com Inc. | Reduce -17.3% | 0.35% | −0.04 |
| VCIT Vanguard Int-Term Corporate | Sold out | 0.00% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -2.4% | 0.13% | −0.02 |
| SYY Sysco Corp. | Reduce -36.2% | 0.02% | −0.01 |
| AMD Advanced Micro Devices | Reduce -88.2% | 0.00% | −0.01 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.01 |
| OKE Oneok Inc. | Sold out | 0.00% | −0.01 |
| TSLA Tesla Inc. | Reduce -44.8% | 0.02% | −0.01 |
| ABT Abbott Laboratories | Reduce -20.3% | 0.03% | −0.01 |
| VXUS Vanguard Total Intl Stock | Sold out | 0.00% | −0.01 |
| MO Altria Group Inc. | Reduce -3.0% | 0.07% | −0.01 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -29.4% | 0.01% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -14.1% | 0.09% | −0.01 |
| ABBV Abbvie Inc. | Reduce -0.2% | 0.03% | −0.01 |
| ITW Illinois Tool Works | Reduce -31.9% | 0.01% | −0.01 |
| BNDX Vanguard Total Intl Bond ETF | Sold out | 0.00% | −0.01 |
| TFI SS SPDR N Ice Muni Bond ETF | Sold out | 0.00% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.4% | 0.04% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -12.7% | 0.03% | −0.00 |
| ATO Atmos Energy Corp. | Reduce -19.7% | 0.01% | −0.00 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.00 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Sold out | 0.00% | −0.00 |
| XLC SS Comm Select Sector SPDR | Reduce -48.8% | 0.00% | −0.00 |
| PPG PPG Industries Inc. | Reduce -17.1% | 0.02% | −0.00 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -2.8% | 0.12% | −0.00 |
| GOVT iShares US Treasury Bond ETF | Sold out | 0.00% | −0.00 |
| SO The Southern Co. | Reduce -3.2% | 0.04% | −0.00 |
| DHR Danaher Corp. | Reduce -3.5% | 0.03% | −0.00 |
| MBB iShares MBS ETF | Sold out | 0.00% | −0.00 |
| COMT iShares Gsci Commodity Dynam | Sold out | 0.00% | −0.00 |
| VXF Vanguard Extended Market ETF | Sold out | 0.00% | −0.00 |
| BA The Boeing Co. | Reduce -56.2% | 0.00% | −0.00 |
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −0.00 |
| HOMB Home Bancshares Inc. | Reduce -47.6% | 0.00% | −0.00 |
| NEE Nextera Energy Inc. | Reduce -8.3% | 0.02% | −0.00 |
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.00 |
| EUFN iShares MSCI Europe Financia | Sold out | 0.00% | −0.00 |
| MDLZ Mondelez International Inc. Class A | Reduce -2.7% | 0.03% | −0.00 |
| XLK SS Technology Select Sector | Reduce -66.3% | 0.00% | −0.00 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -56.1% | 0.00% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| ORCL Oracle Corp. | Add +0.2% | 3.51% | +1.15 |
| ETN Eaton Corp. PLC | Add +3.8% | 2.67% | +0.61 |
| MCHP Microchip Technology Inc. | Add +2.8% | 1.86% | +0.55 |
| STT State Street Corp. | Add +1.8% | 2.15% | +0.28 |
| RY Royal Bank of Canada | Add +0.0% | 2.46% | +0.25 |
| GLW Corning Inc. | Add +2.3% | 2.28% | +0.24 |
| A Agilent Technologies Inc. | Add +19.8% | 1.84% | +0.24 |
| BLK BlackRock Inc. | Add +0.3% | 2.28% | +0.13 |
| TFC Truist Financial Corp. | Add +5.1% | 1.94% | +0.08 |
| NVS Novartis AG-Sponsored ADR | Add +0.4% | 2.22% | +0.08 |
| PNC PNC Financial Services Group | Add +2.9% | 2.08% | +0.08 |
| SCHX Schwab US Large-Cap ETF | Add +8.8% | 0.29% | +0.04 |
| CSX CSX Corp. | Add +776.8% | 0.04% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.6% | 0.09% | +0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +9.3% | 0.15% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +5.2% | 0.11% | +0.01 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | New | 0.01% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +2.9% | 0.07% | +0.01 |
| SCHF Schwab Intl Equity ETF | Add +4595.3% | 0.01% | +0.01 |
| SCHG Schwab US Large-Cap Growth | Add +8.6% | 0.03% | +0.01 |
| FNDA Schwab Fndmntl US SM Co. ETF | New | 0.01% | +0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | New | 0.00% | +0.00 |
| PLTR Palantir Technologies Inc. Class A | Add +51.2% | 0.01% | +0.00 |
| SCHC Schwab Intl Small-Cap Equity | New | 0.00% | +0.00 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +26.6% | 0.02% | +0.00 |
| FIDU Fidelity MSCI Indust Indx | Add +48.9% | 0.01% | +0.00 |
| LMT Lockheed Martin Corp. | Add +14.7% | 0.02% | +0.00 |
| SCHB Schwab US Broad Market ETF | Add +37.7% | 0.01% | +0.00 |
| PXF Invesco Rafi Developed Marke | New | 0.00% | +0.00 |
| TQQQ Proshares Ultrapro QQQ | New | 0.00% | +0.00 |
| BAC Bank of America Corp. | Add +4.6% | 0.01% | +0.00 |
| PXH Inves Rafi Emer MRKT-Usd Inc. | New | 0.00% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +10.9% | 0.01% | +0.00 |
| HPE Hewlett Packard Enterprise | New | 0.00% | +0.00 |
| GLD SPDR Gold Shares | Add +7.5% | 0.01% | +0.00 |
| IONQ Ionq Inc. | New | 0.00% | +0.00 |
| VSS Vanguard Ftse All Wo X-US SC | New | 0.00% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +6.7% | 0.00% | +0.00 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | New | 0.00% | +0.00 |
| AMTM Amentum Holdings Inc. | Add +6.0% | 0.00% | +0.00 |
| AAL American Airlines Group Inc. | New | 0.00% | 0.00 |
| BLNE Beeline Holdings Inc. | New | 0.00% | 0.00 |
| SHOP Shopify Inc. Class A | New | 0.00% | 0.00 |
| SMCI Super Micro Computer Inc. | Add +66.7% | 0.00% | 0.00 |
| TEM Tempus AI Inc. Class A | New | 0.00% | 0.00 |
| VST Vistra Corp. | New | 0.00% | 0.00 |
| SDY SS SPDR S&P Dividend ETF | Add +0.5% | 0.02% | −0.00 |
| CMCSA Comcast Corp. Class A | Add +8.5% | 1.73% | −0.00 |
| HDV iShares Core High Dividend E | Add +2.3% | 0.32% | −0.02 |
| HD Home Depot Inc. | Add +2.7% | 2.12% | −0.05 |
Notes & Other Activity Q1 2025 → Q2 2025
| DIVI Franklin International Core | INTL COR DIV TIL | Reduce -100.0% | 0 | $11 |
| VIGI Vanguard Int Div App Indx FD | INTL DVD ETF | Sold out | 0 | $4before exit |
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 |