13F filer

Godsey & Gibb

As of Sep 30, 2026 Filed Oct 14, 2026 CIK 887402 SEC filings ↗

13F Value

$1.21B

Positions

611

Top Position

AAPL4.1%

Top 5

15.8%

Latest filing changes

vs Jun 30, 2026

1 CAT Caterpillar >999%+$6.1M

2 ORCL Oracle +9.7%+$2.0M

3 COST Costco Wholesale +4.1%+$988K

4 MCHP Microchip Technology +2.4%+$556K

5 AEP American Electric Power +2.3%+$536K

Holdings611

#
1	AAPL Apple	4.1%	$49.8M	-1.3%	149.7K	3.6%	Common Stock
2	AVGO Broadcom	3.3%	$39.7M	-1.7%	113.1K	3.6%	Common Stock
3	MSFT Microsoft	3.1%	$37.2M	+1.3%	72.4K	2.2%	Common Stock
4	ETN Eaton	2.7%	$32.8M	+0.5%	76.3K	2.7%	Common Stock
5	GLW Corning	2.6%	$32.1M	+1.3%	208.9K	4.3%	Common Stock
6	MRK Merck	2.6%	$31.5M	-3.5%	217.0K	2.4%	Common Stock
7	RTX RTX	2.6%	$31.5M	-1.1%	169.7K	2.7%	Common Stock
8	RY Royal Bank of Canada	2.6%	$31.4M	-6.6%	159.6K	2.9%	Common Stock
9	A Agilent Technologies	2.5%	$30.7M	+1.5%	178.4K	1.9%	Common Stock
10	TD Toronto-Dominion Bank	2.5%	$30.5M	-5.7%	259.9K	2.7%	Common Stock
11	STT State Str	2.5%	$30.0M	-8.9%	171.8K	2.6%	Common Stock
12	AMGN Amgen	2.4%	$29.6M	-1.8%	70.3K	2.1%	Common Stock
13	V Visa	2.4%	$29.1M	-0.5%	81.1K	2.3%	Common Stock
14	KO Coca-Cola	2.4%	$28.6M	-2.2%	332.5K	2.3%	Common Stock
15	FAST Fastenal	2.3%	$27.5M	-1.6%	555.6K	2.2%	Common Stock
16	CVX Chevron	2.2%	$26.8M	-2.8%	131.3K	1.8%	Common Stock
17	PNC PNC Financial Services	2.2%	$26.5M	-0.0%	119.3K	2.4%	Common Stock
18	NVS Novartis	2.1%	$25.8M	-1.0%	181.2K	2.4%	ADR
19	ETR Entergy	2.1%	$25.8M	-0.1%	259.5K	2.4%	Common Stock
20	SLB SLB	2.1%	$25.8M	+0.1%	528.5K	2.0%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing31

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.