13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000887402
Total reported value
$1.2B
$1.2B
431 檔
12.9%
The Q3 2024 SEC filing reveals that Godsey & Gibb, Inc held a total portfolio value of $1.2B, covering 431 public equity positions.
In Q3 2024, Godsey & Gibb, Inc displayed an active expansion posture, initiating 0 new positions and adding to 30 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AVGO, ORCL) accounted for 12.9% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 431 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.38% | +0.13% | +0.32% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 2.98% | +0.34% | +886.96% | |
| 3 | ORCL | Oracle CORP | Stock-Tech | 2.98% | -0.05% | -2.23% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.96% | -0.11% | -0.08% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.79% | -0.28% | -3.88% | |
| 6 | IBM | Intl Business Machines CORP | Stock-Tech | 2.63% | +0.19% | -2.23% | |
| 7 | CTAS | Cintas CORP | Stock-Industrials | 2.56% | -0.07% | +281.52% | |
| 8 | ETN | Eaton Corporation plc | Stock-Industrials | 2.51% | +0.23% | +2.32% | |
| 9 | RY | Royal Bank Of Canada | Stock-Financials | 2.45% | +0.34% | +1.62% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 2.34% | +0.11% | -2.36% | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 2.34% | -0.25% | -1.27% | |
| 12 | SYK | Stryker CORP | Stock-Healthcare | 2.32% | -0.15% | +0.60% | |
| 13 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.31% | -0.02% | +0.07% | |
| 14 | ETR | Entergy CORP | Stock-Utilities | 2.26% | -0.27% | +1.83% | |
| 15 | T | At&t Inc | Stock-Comm Services | 2.25% | -0.81% | +0.46% | |
| 16 | DUK | Duke Energy CORP | Stock-Utilities | 2.23% | -0.22% | -0.03% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 2.22% | +0.16% | +1.22% | |
| 18 | LNT | Alliant Energy CORP | Stock-Utilities | 2.16% | -0.04% | -0.27% | |
| 19 | BLKCHF | Blackrock Inc | Stock-Other | 2.15% | — | -0.71% | |
| 20 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 2.10% | -0.12% | +0.22% | |
| 21 | PNC | Pnc Financial Services Group | Stock-Financials | 2.06% | +0.23% | -0.27% | |
| 22 | FAST | Fastenal Co | Stock-Industrials | 2.06% | -0.08% | -2.66% | |
| 23 | PAYX | Paychex Inc | Stock-Tech | 2.05% | +0.04% | -0.60% | |
| 24 | D | Dominion Energy Inc | Stock-Utilities | 2.02% | +0.06% | -0.58% | |
| 25 | TD | Toronto-dominion Bank | Stock-Financials | 1.99% | +0.25% | +3.55% | |
| 26 | MDT | Medtronic plc | Stock-Healthcare | 1.97% | -0.29% | +9.71% | |
| 27 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.97% | -0.01% | +2.05% | |
| 28 | GLW | Corning Inc | Stock-Tech | 1.96% | +0.64% | +0.59% | |
| 29 | AMGN | Amgen Inc | Stock-Healthcare | 1.93% | -0.06% | -2.04% | |
| 30 | MCHP | Microchip Technology Inc | Stock-Tech | 1.92% | +0.54% | +2.13% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.92% | -0.03% | +1.85% | |
| 32 | TFC | Truist Financial CORP | Stock-Financials | 1.90% | +0.06% | +2.73% | |
| 33 | A | Agilent Technologies Inc | Stock-Healthcare | 1.90% | +0.18% | +1.31% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.87% | -0.34% | +2.14% | |
| 35 | BCE | Bce Inc | Stock-Comm Services | 1.84% | — | +4.95% | |
| 36 | AEP | American Electric Power | Stock-Utilities | 1.83% | -0.01% | -1.35% | |
| 37 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.82% | -0.26% | +2.42% | |
| 38 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.81% | +0.05% | +2.89% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 1.77% | -0.81% | +2.90% | |
| 40 | SLB | Slb LTD | Stock-Energy | 1.72% | -0.41% | +6.80% | |
| 41 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 1.68% | — | +2.33% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.61% | — | +5.92% | |
| 43 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 1.52% | +0.39% | -0.08% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.97% | +0.08% | -2.77% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.57% | -0.17% | -2.48% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | +0.02% | +11.79% | |
| 47 | HDV | Ishares Core High Dividend E | ETF-Other | 0.30% | -0.02% | +3.94% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | -0.01% | +0.35% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.23% | — | -7.56% | |
| 50 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.23% | +0.04% | +13.49% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBM | Intl Business Machines CORP | +0.4% | -2.23% | Trim |
| 2 | SWK | Stanley Black & Decker Inc | +0.3% | -0.08% | Trim |
| 3 | ETR | Entergy CORP | +0.3% | +1.83% | Add |
| 4 | MDT | Medtronic plc | +0.3% | +9.71% | Add |
| 5 | ORCL | Oracle CORP | +0.3% | -2.23% | Trim |
| 6 | RY | Royal Bank Of Canada | +0.2% | +1.62% | Add |
| 7 | RTX | Rtx CORP | +0.2% | -1.27% | Trim |
| 8 | BLKCHF | Blackrock Inc | +0.2% | -0.71% | Trim |
| 9 | LNT | Alliant Energy CORP | +0.2% | -0.27% | Trim |
| 10 | TD | Toronto-dominion Bank | +0.2% | +3.55% | Add |
| 11 | PNC | Pnc Financial Services Group | +0.2% | -0.27% | Trim |
| 12 | D | Dominion Energy Inc | +0.2% | -0.58% | Trim |
| 13 | GLW | Corning Inc | +0.2% | +0.59% | Add |
| 14 | T | At&t Inc | +0.1% | +0.46% | Add |
| 15 | HD | Home Depot Inc | +0.1% | -2.36% | Trim |
| 16 | DUK | Duke Energy CORP | +0.1% | -0.03% | Trim |
| 17 | A | Agilent Technologies Inc | +0.1% | +1.31% | Add |
| 18 | AEP | American Electric Power | +0.1% | -1.35% | Trim |
| 19 | KO | Coca-cola Co/the | +0.1% | +0.07% | Add |
| 20 | AAPL | Apple Inc | +0.1% | +0.32% | Add |
| 21 | CTAS | Cintas CORP | +0.1% | +281.52% | Add |
| 22 | PAYX | Paychex Inc | +0.1% | -0.60% | Trim |
| 23 | TFC | Truist Financial CORP | +0.1% | +2.73% | Add |
| 24 | BCE | Bce Inc | +0.1% | +4.95% | Add |
| 25 | FAST | Fastenal Co | +0.1% | -2.66% | Trim |
| 26 | CMCSA | Comcast Corp-class A | 0% | +2.42% | Add |
| 27 | SCHX | Schwab US Large-cap ETF | 0% | +13.49% | Add |
| 28 | ETN | Eaton Corporation plc | 0% | +2.32% | Add |
| 29 | HDV | Ishares Core High Dividend E | 0% | +3.94% | Add |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.35% | Add |
| 31 | NVS | Novartis Ag-sponsored Adr | — | +0.22% | Add |
| 32 | AMZN | Amazon.com Inc | — | +11.79% | Add |
| 33 | SYK | Stryker CORP | 0% | +0.60% | Add |
| 34 | AMD | Advanced Micro Devices | 0% | -46.14% | Trim |
| 35 | HON | Honeywell International Inc | 0% | -38.06% | Trim |
| 36 | V | Visa Inc-class A Shares | 0% | +1.22% | Add |
| 37 | GNTX | Gentex CORP | 0% | EXIT | Sold out |
| 38 | VOO | Vanguard S&p 500 ETF | 0% | -50.09% | Trim |
| 39 | KMB | Kimberly-clark CORP | -0.1% | +2.05% | Add |
| 40 | PEP | Pepsico Inc | -0.1% | +2.14% | Add |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -2.77% | Trim |
| 42 | AVGO | Broadcom Inc | -0.1% | +886.96% | Add |
| 43 | UPS | United Parcel Service-cl B | -0.1% | +2.89% | Add |
| 44 | DIS | Walt Disney Co/the | -0.1% | +5.92% | Add |
| 45 | CVX | Chevron CORP | -0.2% | +2.90% | Add |
| 46 | SLB | Slb LTD | -0.2% | +6.80% | Add |
| 47 | MRK | Merck & Co. Inc. | -0.3% | +1.85% | Add |
| 48 | MSFT | Microsoft CORP | -0.4% | -0.08% | Trim |
| 49 | MCHP | Microchip Technology Inc | -0.4% | +2.13% | Add |
| 50 | SBUX | Starbucks CORP | -1.5% | -99.26% | Trim |
According to official SEC Form 13F filings, Godsey & Gibb, Inc reported a total U.S. public equity portfolio value of $1.2B across 431 disclosed positions in Q3 2024.
During Q3 2024, Godsey & Gibb, Inc's top holdings by market value included AAPL (3.4%)、AVGO (3.0%)、ORCL (3.0%). The largest single position, AAPL, represented 3.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top Position Liquidated / Trimmed
GNTX
前期市值: $407.9K
In Q3 2024, Godsey & Gibb, Inc made 50 total portfolio adjustments, initiating 0 new buys, adding to 30 positions, trimming 19 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.