Godsey & Gibb Associates has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $977 Million distributed in 369 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $40.7M, Apple Inc. with a value of $39M, Microsoft Corp with a value of $29.9M, Costco Wholesale Corp with a value of $29.4M, and Oracle Corp with a value of $29.2M.

Examining the 13F form we can see an decrease of $67.4M in the current position value, from $1.04B to 977M. Also it can be appreciated an additional of 15 stocks purchases and 1 closed positions.

Below you can find more details about Godsey & Gibb Associates portfolio as well as his latest detailed transactions.

Portfolio value $977 Million
Technology: $206 Million
Industrials: $148 Million
Financial Services: $138 Million
Healthcare: $118 Million
Utilities: $109 Million
Consumer Defensive: $94.7 Million
Communication Services: $64.4 Million
Energy: $42.6 Million
Other: $56 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 369
  • Current Value $977 Million
  • Prior Value $1.04 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 15 stocks
  • Additional Purchases 46 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 94 stocks
Track This Portfolio

Track Godsey & Gibb Associates Portfolio

Follow Godsey & Gibb Associates and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Godsey & Gibb Associates, based on Form 13F filings with the SEC.

News

Stay updated on Godsey & Gibb Associates with notifications on news.