Godsey & Gibb Associates has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.04 Billion distributed in 354 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $45.7M, Oracle Corp with a value of $37.5M, Microsoft Corp with a value of $35.5M, International Business Machines Corp with a value of $33.3M, and Apple Inc. with a value of $33.1M.
Examining the 13F form we can see an increase of $48.9M in the current position value, from $995M to 1.04B.
Also it can be appreciated an additional of 17 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
$1.04 Billion
Technology: $234 Million
Industrials: $165 Million
Financial Services: $154 Million
Healthcare: $131 Million
Utilities: $118 Million
Consumer Defensive: $91.9 Million
Communication Services: $51.9 Million
Energy: $42.8 Million
Other: $56.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
