Godsey & Gibb
Godsey & Gibb reported 611 stocks worth $1.2B in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are AAPL (4.1%), AVGO (3.3%) and MSFT (3.1%). Compared with Q2 2026, the fund opened new positions in WM, XOM and WMT, added to MSFT, ETN and GLW, trimmed AAPL, AVGO and MRK and sold out of XOM, JMUB and PSI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $49.8M | 4.1% | 150K | −2,019 (−1%) | 8 of 8 | |
| 2 |  AVGO Broadcom Inc | $39.7M | 3.3% | 113K | −1,911 (−2%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $37.2M | 3.1% | 72K | +895 (+1%) | 8 of 8 | |
| 4 |  ETN Eaton Corp PLC | $32.8M | 2.7% | 76K | +346 (+0%) | 8 of 8 | |
| 5 |  GLW Corning Inc | $32.1M | 2.6% | 209K | +2,603 (+1%) | 8 of 8 | |
| 6 |  MRK Merck & Co Inc | $31.5M | 2.6% | 217K | −7,854 (−3%) | 8 of 8 | |
| 7 |  RTX Rtx Corp | $31.5M | 2.6% | 170K | −1,912 (−1%) | 8 of 8 | |
| 8 |  RY Royal BK Cda | $31.4M | 2.6% | 160K | −11K (−7%) | 8 of 8 | |
| 9 |  A Agilent Technologies Inc | $30.7M | 2.5% | 178K | +2,660 (+2%) | 8 of 8 | |
| 10 |  TD Toronto Dominion BK Ont | $30.5M | 2.5% | 260K | −16K (−6%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $6.7M | 49K |
 JMUB J P Morgan Exchange Traded F | $27K | 541 |
 PSI Invesco Exchange Traded FD T | $26K | 140 |
 SMH Vaneck ETF Trust | $25K | 38 |
 KMB Kimberly Clark Corp | $13K | 118 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Godsey & Gibb 13F FAQ
What does Godsey & Gibb own?
Godsey & Gibb reported 611 stocks worth $1.2B in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are AAPL (4.1%), AVGO (3.3%) and MSFT (3.1%). The table above lists every position in the filing (the top 10 without an account).
What did Godsey & Gibb buy and sell in Q3 2026?
Compared with Q2 2026: 261 new positions, 112 added to, 65 trimmed and 33 sold out. New positions include WM, XOM and WMT. It sold all of XOM, JMUB and PSI.
When will Godsey & Gibb file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Godsey & Gibb's portfolio worth?
The Q3 2026 filing reports $1.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.