Godsey & Gibb, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 27, 2026), Godsey & Gibb, Inc. reported 438 stock positions worth $1.1 billion. Its top holding was Broadcom (AVGO) at 3.9% of the portfolio, followed by Apple (AAPL, 3.8%) and Microsoft (MSFT, 3.1%). Compared with Q3 2025, it opened 91 new positions, sold out of 29, added to 87 and reduced 66. The biggest buy was a new position in Cme (CME) and the biggest sale Kimberly-Clark (KMB, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0000887402
- Portfolio Value
- $1.1B (Q4 2025)
- SEC Filing
- 0000887402-26-000001 ↗ filed Jan 27, 2026
Holdings Value
Holdings 438 stocks · $1.1B
| AVGO Broadcom Inc. | 3.88% | 124,703 | $43.2M | Reduce -17.3% |
| AAPL Apple Inc. | 3.81% | 156,158 | $42.5M | Reduce -1.9% |
| MSFT Microsoft Corp. | 3.07% | 70,619 | $34.2M | Add +0.2% |
| RTX RTX Corp. | 3.06% | 185,738 | $34.1M | Reduce -3.8% |
| GLW Corning Inc. | 3.01% | 382,958 | $33.5M | Reduce -14.1% |
| RY Royal Bank of Canada | 2.98% | 194,331 | $33.1M | Reduce -1.6% |
| TD Toronto-Dominion Bank | 2.75% | 324,806 | $30.6M | Reduce -4.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.74% | 102,785 | $30.4M | Reduce -7.5% |
| ETR Entergy Corp. | 2.55% | 307,473 | $28.4M | Reduce -7.1% |
| V Visa Inc. Class A | 2.52% | 79,971 | $28.0M | Add +0.3% |
| STT State Street Corp. | 2.49% | 214,692 | $27.7M | Reduce -0.4% |
| ORCL Oracle Corp. | 2.38% | 135,962 | $26.5M | Reduce -13.0% |
| NVS Novartis AG-Sponsored ADR | 2.37% | 191,084 | $26.3M | Reduce -1.1% |
| PNC PNC Financial Services Group | 2.25% | 119,918 | $25.0M | Add +0.7% |
| BLK BlackRock Inc. | 2.22% | 23,055 | $24.7M | Add +0.9% |
| ETN Eaton Corp. PLC | 2.21% | 77,224 | $24.6M | Reduce -0.9% |
| T AT&T Inc. | 2.19% | 981,545 | $24.4M | Reduce -0.2% |
| MRK Merck & Co. Inc. | 2.18% | 230,345 | $24.2M | Add +1.4% |
| LNT Alliant Energy Corp. | 2.16% | 369,980 | $24.1M | Reduce -0.7% |
| KO The Coca-Cola Co. | 2.15% | 343,088 | $24.0M | Add +0.6% |
| DUK Duke Energy Corp. | 2.14% | 203,338 | $23.8M | Add +0.1% |
| MDT Medtronic PLC | 2.14% | 247,407 | $23.8M | Add +1.0% |
| AMGN Amgen Inc. | 2.13% | 72,351 | $23.7M | Reduce -1.1% |
| CTAS Cintas Corp. | 2.12% | 125,394 | $23.6M | Add +0.3% |
| TFC Truist Financial Corp. | 2.12% | 478,764 | $23.6M | Add +0.1% |
| SYK Stryker Corp. | 2.11% | 66,831 | $23.5M | Add +1.6% |
| COST Costco Wholesale Corp. | 2.08% | 26,801 | $23.1M | Add +0.7% |
| A Agilent Technologies Inc. | 2.07% | 168,979 | $23.0M | Reduce -0.4% |
| FAST Fastenal Co. | 2.04% | 566,226 | $22.7M | Add +0.8% |
| D Dominion Energy Inc. | 2.04% | 387,524 | $22.7M | Add +0.9% |
| AEP American Electric Power | 1.98% | 191,340 | $22.1M | Reduce -0.6% |
| HD Home Depot Inc. | 1.93% | 62,463 | $21.5M | Add +1.7% |
| CVX Chevron Corp. | 1.86% | 135,815 | $20.7M | Add +2.4% |
| SLB SLB Ltd. filed as SLB LIMITED | 1.86% | 538,313 | $20.7M | Add +2.0% |
| PEP Pepsico Inc. | 1.77% | 137,101 | $19.7M | Add +0.5% |
| MCHP Microchip Technology Inc. | 1.72% | 300,335 | $19.1M | Add +3.2% |
| PAYX Paychex Inc. | 1.65% | 164,084 | $18.4M | Add +1.9% |
| CME Cme Group Inc. | 1.65% | 67,069 | $18.3M | New |
| UPS United Parcel Service Class B | 1.61% | 181,243 | $18.0M | Add +0.3% |
| CMCSA Comcast Corp. Class A | 1.40% | 519,812 | $15.5M | Reduce -2.5% |
| SWK Stanley Black & Decker Inc. | 1.39% | 208,673 | $15.5M | Reduce -1.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.02% | 16,681 | $11.4M | Reduce -1.0% |
| XOM Exxon Mobil Corp. | 0.53% | 49,292 | $5.9M | No change |
| SCHX Schwab US Large-Cap ETF | 0.36% | 150,688 | $4.1M | Add +7.8% |
| HDV iShares Core High Dividend E | 0.36% | 32,688 | $4.0M | Add +8.2% |
| AMZN Amazon.com Inc. | 0.35% | 16,882 | $3.9M | Add +0.8% |
| WMT Walmart Inc. | 0.30% | 29,525 | $3.3M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 5,441 | $2.7M | Add +0.2% |
| NVDA Nvidia Corp. | 0.23% | 13,932 | $2.6M | Add +4.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.18% | 38,696 | $2.0M | Add +16.6% |
| GOOG Alphabet Inc. Class C | 0.15% | 5,226 | $1.6M | Reduce -0.6% |
| IJH iShares Core S&P Midcap ETF | 0.12% | 20,866 | $1.4M | Add +7.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.12% | 2,702 | $1.3M | Reduce -14.8% |
| LLY Eli Lilly & Co. | 0.12% | 1,197 | $1.3M | Add +8.1% |
| GOOGL Alphabet Inc. Class A | 0.11% | 4,067 | $1.3M | Add +1.3% |
| PG The Procter & Gamble Co. | 0.10% | 7,821 | $1.1M | Reduce -2.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 1,722 | $1.1M | Add +1.6% |
| VEA Vanguard Ftse Developed ETF | 0.09% | 16,825 | $1.1M | Add +8.0% |
| COP Conocophillips | 0.08% | 9,213 | $862K | Reduce -3.5% |
| MO Altria Group Inc. | 0.07% | 13,495 | $778K | Reduce -6.9% |
| JPM JPMorgan Chase & Co. | 0.07% | 2,372 | $764K | Add +2.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.07% | 6,600 | $751K | Reduce -2.1% |
| META Meta Platforms Inc. Class A | 0.07% | 1,099 | $725K | Add +0.3% |
| AFL Aflac Inc. | 0.06% | 6,217 | $686K | No change |
| FNF Fidelity National Financial | 0.06% | 12,270 | $670K | Reduce -4.2% |
| BX Blackstone Inc. | 0.05% | 3,900 | $601K | Add +1.5% |
| SFST Southern First Bancshares | 0.05% | 11,660 | $601K | No change |
| INTU Intuit Inc. | 0.05% | 905 | $599K | No change |
| APH Amphenol Corp. Class A | 0.05% | 4,400 | $595K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.05% | 2,796 | $592K | Add +0.2% |
| PM Philip Morris International | 0.05% | 3,645 | $585K | Add +2.2% |
| SCHG Schwab US Large-Cap Growth | 0.04% | 13,073 | $426K | Add +6.4% |
| ADP Automatic Data Processing | 0.04% | 1,655 | $426K | No change |
| ABBV Abbvie Inc. | 0.04% | 1,795 | $410K | Add +0.2% |
| NFLX Netflix Inc. | 0.04% | 4,370 | $410K | Reduce -1.1% |
| SO The Southern Co. | 0.04% | 4,628 | $404K | Reduce -1.6% |
| EMR Emerson Electric Co. | 0.04% | 3,038 | $403K | Add +0.7% |
| MA Mastercard Inc. Class A | 0.04% | 691 | $394K | Reduce -2.8% |
| OMC Omnicom Group | 0.04% | 4,878 | $394K | No change |
| AXP American Express Co. | 0.03% | 1,047 | $387K | Add +4.0% |
| JNJ Johnson & Johnson | 0.03% | 1,854 | $384K | Reduce -9.1% |
| SCHD Schwab US DVD Equity ETF | 0.03% | 12,911 | $354K | Reduce -27.6% |
| ALL Allstate Corp. | 0.03% | 1,700 | $354K | No change |
| SCHW Schwab (charles) Corp. | 0.03% | 3,455 | $345K | Reduce -12.8% |
| MUSA Murphy USA Inc. | 0.03% | 848 | $342K | No change |
| AMAT Applied Materials Inc. | 0.03% | 1,298 | $334K | Add +2.6% |
| VYM Vanguard High DVD Yield ETF | 0.03% | 2,310 | $332K | No change |
| DHR Danaher Corp. | 0.03% | 1,410 | $323K | Add +0.7% |
| ABT Abbott Laboratories | 0.03% | 2,482 | $311K | Add +1.1% |
| CSCO Cisco Systems Inc. | 0.03% | 3,852 | $297K | Reduce -3.9% |
| HON Honeywell International Inc. | 0.03% | 1,520 | $297K | Reduce -5.0% |
| MCD McDonald's Corp. | 0.03% | 945 | $289K | No change |
| MS Morgan Stanley | 0.03% | 1,626 | $289K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.03% | 6,605 | $282K | No change |
| MU Micron Technology Inc. | 0.02% | 908 | $259K | Add +5575.0% |
| FIS Fidelity National Info Serv | 0.02% | 3,886 | $258K | No change |
| EPD Enterprise Products Partners | 0.02% | 7,977 | $256K | No change |
| SYY Sysco Corp. | 0.02% | 3,350 | $247K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.02% | 1,768 | $246K | Add +0.5% |
| RSPT Invesco S&P 500 Equal Weight | 0.02% | 5,360 | $244K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $399 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| EXEEL Chesapeake Energy Corp. -CW26 | *W EXP 02/09/202 | 4 | $399 | New |
Total filed on the 13F, all lines: $1.1B.
Portfolio Sells Q3 2025 → Q4 2025
| KMB Kimberly-Clark Corp. | Reduce -99.1% | 0.01% | −1.67 |
| ORCL Oracle Corp. | Reduce -13.0% | 2.38% | −1.50 |
| AVGO Broadcom Inc. | Reduce -17.3% | 3.88% | −0.51 |
| ETN Eaton Corp. PLC | Reduce -0.9% | 2.21% | −0.36 |
| T AT&T Inc. | Reduce -0.2% | 2.19% | −0.26 |
| GLW Corning Inc. | Reduce -14.1% | 3.01% | −0.21 |
| ETR Entergy Corp. | Reduce -7.1% | 2.55% | −0.17 |
| CMCSA Comcast Corp. Class A | Reduce -2.5% | 1.40% | −0.08 |
| K Kellanova | Sold out | 0.00% | −0.08 |
| LNT Alliant Energy Corp. | Reduce -0.7% | 2.16% | −0.06 |
| IBM Intl Business Machines Corp. | Reduce -7.5% | 2.74% | −0.03 |
| QQQM Invesco Nasdaq 100 ETF | Sold out | 0.00% | −0.03 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.02 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -82.9% | 0.00% | −0.02 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.02 |
| MO Altria Group Inc. | Reduce -6.9% | 0.07% | −0.01 |
| GE General Electric | Reduce -60.5% | 0.01% | −0.01 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -14.8% | 0.12% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Reduce -27.6% | 0.03% | −0.01 |
| NFLX Netflix Inc. | Reduce -1.1% | 0.04% | −0.01 |
| PFE Pfizer Inc. | Reduce -82.1% | 0.00% | −0.01 |
| FNF Fidelity National Financial | Reduce -4.2% | 0.06% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -2.5% | 0.10% | −0.01 |
| FDL First Trust Morn DVD Lead Inc. | Sold out | 0.00% | −0.01 |
| GEV GE Vernova Inc. | Reduce -57.5% | 0.01% | −0.01 |
| CSX CSX Corp. | Reduce -38.0% | 0.01% | −0.00 |
| XSMO Invesco S&P Smallcap Momentu | Reduce -83.6% | 0.00% | −0.00 |
| IEX Idex Corp. | Reduce -50.0% | 0.01% | −0.00 |
| BNDX Vanguard Total Intl Bond ETF | Sold out | 0.00% | −0.00 |
| IBRX Immunitybio Inc. | Reduce -14.8% | 0.01% | −0.00 |
| ADBE Adobe Inc. | Reduce -45.5% | 0.00% | −0.00 |
| HON Honeywell International Inc. | Reduce -5.0% | 0.03% | −0.00 |
| SO The Southern Co. | Reduce -1.6% | 0.04% | −0.00 |
| ATO Atmos Energy Corp. | Reduce -18.5% | 0.01% | −0.00 |
| LNG Cheniere Energy Inc. | Reduce -3.4% | 0.01% | −0.00 |
| SCHW Schwab (charles) Corp. | Reduce -12.8% | 0.03% | −0.00 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −0.00 |
| COP Conocophillips | Reduce -3.5% | 0.08% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -24.3% | 0.01% | −0.00 |
| FNDA Schwab Fndmntl US SM Co. ETF | Reduce -72.3% | 0.00% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -20.9% | 0.01% | −0.00 |
| SWKS Skyworks Solutions Inc. | Sold out | 0.00% | −0.00 |
| SWK Stanley Black & Decker Inc. | Reduce -1.8% | 1.39% | −0.00 |
| F Ford Motor Co. | Sold out | 0.00% | −0.00 |
| XLV SS Health Care Select Sector | Reduce -94.2% | 0.00% | −0.00 |
| VZ Verizon Communications Inc. | Reduce -13.9% | 0.01% | −0.00 |
| C Citigroup Inc. | Sold out | 0.00% | −0.00 |
| XLI SS Industrial Select Sector | Sold out | 0.00% | −0.00 |
| ALLE Allegion PLC | Sold out | 0.00% | −0.00 |
| TT Trane Technologies PLC | Reduce -16.7% | 0.00% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| CME Cme Group Inc. | New | 1.65% | +1.65 |
| MRK Merck & Co. Inc. | Add +1.4% | 2.18% | +0.50 |
| WMT Walmart Inc. | New | 0.30% | +0.30 |
| UPS United Parcel Service Class B | Add +0.3% | 1.61% | +0.28 |
| SLB SLB Ltd. | Add +2.0% | 1.86% | +0.26 |
| TFC Truist Financial Corp. | Add +0.1% | 2.12% | +0.19 |
| KO The Coca-Cola Co. | Add +0.6% | 2.15% | +0.16 |
| PNC PNC Financial Services Group | Add +0.7% | 2.25% | +0.14 |
| V Visa Inc. Class A | Add +0.3% | 2.52% | +0.12 |
| PEP Pepsico Inc. | Add +0.5% | 1.77% | +0.08 |
| MDT Medtronic PLC | Add +1.0% | 2.14% | +0.08 |
| MCHP Microchip Technology Inc. | Add +3.2% | 1.72% | +0.07 |
| CVX Chevron Corp. | Add +2.4% | 1.86% | +0.04 |
| LLY Eli Lilly & Co. | Add +8.1% | 0.12% | +0.04 |
| SCHX Schwab US Large-Cap ETF | Add +7.8% | 0.36% | +0.04 |
| HDV iShares Core High Dividend E | Add +8.2% | 0.36% | +0.03 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +16.6% | 0.18% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +1.3% | 0.11% | +0.03 |
| AMZN Amazon.com Inc. | Add +0.8% | 0.35% | +0.03 |
| MU Micron Technology Inc. | Add +5575.0% | 0.02% | +0.02 |
| AMD Advanced Micro Devices | Add +560.7% | 0.02% | +0.02 |
| COR Cencora Inc. | New | 0.02% | +0.02 |
| NVDA Nvidia Corp. | Add +4.7% | 0.23% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +8.0% | 0.09% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +7.2% | 0.12% | +0.01 |
| SPMO Invesco S&P 500 Momentum ETF | Add +1001.0% | 0.01% | +0.01 |
| FDVV Fidelity High Dividend ETF | New | 0.01% | +0.01 |
| AMAT Applied Materials Inc. | Add +2.6% | 0.03% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +49.8% | 0.02% | +0.01 |
| OEF iShares S&P 100 ETF | Add +868.0% | 0.01% | +0.01 |
| JGRO JPMorgan Active Growth ETF | New | 0.01% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +57.5% | 0.02% | +0.01 |
| AXP American Express Co. | Add +4.0% | 0.03% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.6% | 0.10% | +0.01 |
| XMMO Invesco S&P Midcap Momentum | New | 0.01% | +0.01 |
| JPEF JPMorgan Equity Focus ETF | New | 0.01% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.2% | 0.25% | +0.00 |
| DHR Danaher Corp. | Add +0.7% | 0.03% | +0.00 |
| INTC Intel Corp. | Add +25.8% | 0.01% | +0.00 |
| AGG iShares Core U.S. Aggregate | New | 0.00% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | New | 0.00% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +2.2% | 0.07% | +0.00 |
| JMEE JPM Sma & Mid Cap En Eq Et-U | New | 0.00% | +0.00 |
| SCHG Schwab US Large-Cap Growth | Add +6.4% | 0.04% | +0.00 |
| VT Vanguard Tot World STK ETF | New | 0.00% | +0.00 |
| TSLA Tesla Inc. | Add +17.0% | 0.02% | +0.00 |
| IWR iShares Russell Mid-Cap ETF | Add +117.0% | 0.01% | +0.00 |
| ET Energy Transfer LP | Add +102.7% | 0.01% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Add +7.1% | 0.02% | +0.00 |
| XLG Invesco S&P 500 Top 50 ETF | New | 0.00% | +0.00 |
Notes & Other Activity Q3 2025 → Q4 2025
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Sold out | 2 | $3Kbefore exit |
| EXEEL Chesapeake Energy Corp. -CW26 | *W EXP 02/09/202 | New | 4 | $399 |
| PGR Progressive Corp. | COM | Sold out | 0 | $13before 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 |