StockDriftsStockDriftsTop 50 Godsey & Gibb INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLW | CORNING INC | 4.32% | 206.3K | $52.7M | -33.65%(-104.66K) | $36.99(+358.73%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.6% | 151.7K | $43.9M | -3.47%(-5.45K) | $158.33(+92.88%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.56% | 115.1K | $43.5M | -3.80%(-4.54K) | $92.77(+324.44%) | 2026-06-30 | |
| RY | ROYAL BK CDA | 2.9% | 170.8K | $35.4M | -6.11%(-11.11K) | $69.01(+214.24%) | 2026-06-30 | |
| TD | TORONTO DOMINION BK ONT | 2.74% | 275.5K | $33.4M | -10.04%(-30.75K) | $48.53(+154.00%) | 2026-06-30 | |
| RTX | RTX CORPORATION | 2.67% | 171.6K | $32.6M | -1.20%(-2.08K) | $99.49(+124.72%) | 2026-06-30 | |
| ETN | EATON CORP PLC | 2.65% | 75.9K | $32.4M | -2.21%(-1.71K) | $157.27(+190.86%) | 2026-06-30 | |
| STT | STATE STR CORP | 2.62% | 188.5K | $32.0M | -12.70%(-27.41K) | $93.59(+107.79%) | 2026-06-30 | |
| ETR | ENTERGY CORP NEW | 2.45% | 259.8K | $29.8M | -6.73%(-18.76K) | $47.96(+124.84%) | 2026-06-30 | |
| PNC | PNC FINL SVCS GROUP INC | 2.41% | 119.3K | $29.4M | -0.98%(-1.18K) | $96.63(+164.94%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.59% | +71.03% | +10.78% | +66.82% |
| Top 20 Holdings Unweighted | +19.27% | +69.68% | +11.57% | +72.84% |
Godsey & Gibb INC reports $1.22B in US-listed equity holdings across 383 positions in its most recent 13F filing. Its largest disclosed positions are GLW (4.3%), AAPL (3.6%) and AVGO (3.6%). The top 20 holdings account for 52.7% of reported assets. Its disclosed equity book has returned +71.03% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Godsey & Gibb INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 887402). View Godsey & Gibb INC’s 13F filings on SEC