Godsey & Gibb Associates has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $995 Million distributed in 390 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $35.7M, At&T Inc. with a value of $29.9M, Costco Wholesale Corp with a value of $29.9M, Entergy Corp with a value of $29.7M, and International Business Machines Corp with a value of $29M.

Examining the 13F form we can see an increase of $17.8M in the current position value, from $977M to 995M. Also it can be appreciated an additional of 41 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 $995 Million
Technology: $182 Million
Industrials: $153 Million
Financial Services: $138 Million
Healthcare: $126 Million
Utilities: $122 Million
Consumer Defensive: $103 Million
Communication Services: $68.5 Million
Energy: $48.3 Million
Other: $54.6 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

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

Summary

  • Portfolio
  • No. of Stocks 390
  • Current Value $995 Million
  • Prior Value $977 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 41 stocks
  • Additional Purchases 72 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 52 stocks
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