StockDriftsStockDriftsTop 50 Godsey & Gibb INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.11% | 149.7K | $49.8M | -1.33%(-2.02K) | $158.59(+116.24%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 3.28% | 113.1K | $39.7M | -1.66%(-1.91K) | $92.77(+260.67%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.06% | 72.4K | $37.2M | +1.25%(+895) | $69.40(+668.81%) | 2026-09-30 | |
| ETN | EATON CORP PLC | 2.7% | 76.3K | $32.8M | +0.46%(+346) | $158.50(+147.00%) | 2026-09-30 | |
| GLW | CORNING INC | 2.65% | 208.9K | $32.1M | +1.26%(+2.60K) | $39.08(+239.70%) | 2026-09-30 | |
| MRK | MERCK & CO INC | 2.6% | 217.0K | $31.5M | -3.49%(-7.85K) | $44.90(+219.90%) | 2026-09-30 | |
| RTX | RTX CORPORATION | 2.6% | 169.7K | $31.5M | -1.11%(-1.91K) | $99.49(+93.10%) | 2026-09-30 | |
| RY | ROYAL BK CDA | 2.59% | 159.6K | $31.4M | -6.59%(-11.26K) | $69.01(+184.47%) | 2026-09-30 | |
| A | AGILENT TECHNOLOGIES INC | 2.53% | 178.4K | $30.7M | +1.51%(+2.66K) | $83.88(+102.55%) | 2026-09-30 | |
| TD | TORONTO DOMINION BK ONT | 2.52% | 259.9K | $30.5M | -5.65%(-15.58K) | $48.18(+149.21%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.66% | +67.07% | +9.67% | +58.64% |
| Top 20 Holdings Unweighted | +18.79% | +67.62% | +11.14% | +69.58% |
Godsey & Gibb INC reports $1.21B in US-listed equity holdings across 611 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.1%), AVGO (3.3%) and MSFT (3.1%). The top 20 holdings account for 51.35% of reported assets. Its disclosed equity book has returned +67.07% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Godsey & Gibb INC, compare funds side by side, and get alerts the moment positions change.
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