GODSEY & GIBB, INC

data from 30/09/2025

Capitalization

$ 1.133 B 5.99 %

Average holding period

9 ans

Performance

$ -2.933 B -1 174.83 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in GODSEY & GIBB, INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 AVGO BROADCOM INC 4.39% 49.724 M $ 150720 2022/09/30 8.993 M $ 19.68 %
2025/09/30 ORCL ORACLE CORP 3.88% 43.946 M $ 156257 2023/03/31 10.731 M $ 28.64 %
2025/09/30 AAPL APPLE INC 3.58% 40.537 M $ 159201 2022/03/31 7.968 M $ 24.11 %
2025/09/30 GLW CORNING INC 3.23% 36.552 M $ 445598 2023/03/31 13.664 M $ 55.98 %
2025/09/30 MSFT MICROSOFT CORP 3.22% 36.491 M $ 70452 2022/12/31 1.464 M $ 4.13 %
2025/09/30 RTX RTX CORPORATION 2.85% 32.308 M $ 193082 2023/03/31 4.264 M $ 14.59 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 2.77% 31.335 M $ 111055 2023/03/31 -1.425 M $ -4.28 %
2025/09/30 ETR ENTERGY CORP NEW 2.72% 30.840 M $ 330938 2023/09/30 3.421 M $ 12.12 %
2025/09/30 ETN EATON CORP PLC 2.57% 29.151 M $ 77893 2022/12/31 1.381 M $ 4.83 %
2025/09/30 RY ROYAL BK CDA 2.57% 29.105 M $ 197561 2022/12/31 3.152 M $ 11.99 %
2025/09/30 T AT&T INC 2.45% 27.784 M $ 983856 2022/12/31 -703.010 K $ -2.42 %
2025/09/30 FAST FASTENAL CO 2.43% 27.553 M $ 561857 2022/12/31 4.145 M $ 16.76 %
2025/09/30 V VISA INC 2.40% 27.233 M $ 79774 2023/03/31 -1.098 M $ -3.85 %
2025/09/30 TD TORONTO DOMINION BK ONT 2.39% 27.081 M $ 338725 2022/12/31 2.239 M $ 8.85 %
2025/09/30 BLK BLACKROCK INC 2.35% 26.640 M $ 22850 2024/12/31 2.715 M $ 11.11 %
2025/09/30 CTAS CINTAS CORP 2.26% 25.659 M $ 125006 2023/03/31 -2.143 M $ -7.90 %
2025/09/30 DUK DUKE ENERGY CORP NEW 2.22% 25.141 M $ 203162 2022/12/31 1.176 M $ 4.87 %
2025/09/30 LNT ALLIANT ENERGY CORP 2.22% 25.118 M $ 372619 2022/12/31 2.597 M $ 11.48 %
2025/09/30 STT STATE STR CORP 2.21% 25.014 M $ 215620 2024/12/31 2.087 M $ 9.09 %
2025/09/30 HD HOME DEPOT INC 2.20% 24.896 M $ 61442 2022/12/31 2.379 M $ 10.51 %
2025/09/30 NVS NOVARTIS AG 2.19% 24.784 M $ 193262 2023/03/31 1.419 M $ 5.97 %
2025/09/30 COST COSTCO WHSL CORP NEW 2.17% 24.639 M $ 26619 2021/12/31 -1.698 M $ -6.50 %
2025/09/30 SYK STRYKER CORPORATION 2.15% 24.315 M $ 65776 2022/09/30 -1.712 M $ -6.56 %
2025/09/30 PNC PNC FINL SVCS GROUP INC 2.11% 23.927 M $ 119080 2022/12/31 1.733 M $ 7.78 %
2025/09/30 D DOMINION ENERGY INC 2.07% 23.503 M $ 384229 2022/09/30 1.781 M $ 8.23 %
2025/09/30 MDT MEDTRONIC PLC 2.06% 23.327 M $ 244927 2022/12/31 1.973 M $ 9.26 %
2025/09/30 KO COCA COLA CO 2.00% 22.609 M $ 340913 2023/03/31 -1.511 M $ -6.26 %
2025/09/30 TFC TRUIST FINL CORP 1.93% 21.860 M $ 478119 2022/06/30 1.318 M $ 6.35 %
2025/09/30 A AGILENT TECHNOLOGIES INC 1.92% 21.776 M $ 169659 2022/12/31 1.723 M $ 8.76 %
2025/09/30 AEP AMERICAN ELEC PWR CO INC 1.91% 21.654 M $ 192482 2022/09/30 1.690 M $ 8.42 %
2025/09/30 AMGN AMGEN INC 1.82% 20.653 M $ 73187 2022/12/31 216.978 K $ 1.07 %
2025/09/30 CVX CHEVRON CORP NEW 1.82% 20.592 M $ 132604 2022/12/31 1.607 M $ 8.45 %
2025/09/30 PAYX PAYCHEX INC 1.80% 20.403 M $ 160957 2022/12/31 -2.974 M $ -12.86 %
2025/09/30 PEP PEPSICO INC 1.69% 19.152 M $ 136368 2022/06/30 1.119 M $ 6.36 %
2025/09/30 MRK MERCK & CO INC 1.68% 19.059 M $ 227087 2022/12/31 1.025 M $ 6.03 %
2025/09/30 KMB KIMBERLY-CLARK CORP 1.68% 19.018 M $ 152951 2023/03/31 -689.157 K $ -3.55 %
2025/09/30 MCHP MICROCHIP TECHNOLOGY INC. 1.65% 18.684 M $ 290941 2023/03/31 -1.738 M $ -8.74 %
2025/09/30 SLB SCHLUMBERGER LTD 1.60% 18.136 M $ 527657 2022/12/31 281.062 K $ 1.69 %
2025/09/30 CMCSA COMCAST CORP NEW 1.48% 16.755 M $ 533244 2022/12/31 -2.212 M $ -11.96 %
2025/09/30 SWK STANLEY BLACK & DECKER INC 1.39% 15.794 M $ 212480 2023/03/31 1.220 M $ 9.71 %
2025/09/30 UPS UNITED PARCEL SERVICE INC 1.33% 15.099 M $ 180761 2021/12/31 -2.814 M $ -17.25 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.99% 11.222 M $ 16845 2023/03/31 818.903 K $ 7.82 %
2025/09/30 XOM EXXON MOBIL CORP 0.49% 5.558 M $ 49292 2022/12/31 247.727 K $ 4.59 %
2025/09/30 HDV ISHARES TR 0.33% 3.701 M $ 30226 2023/03/31 151.831 K $ 4.51 %
2025/09/30 SCHX SCHWAB STRATEGIC TR 0.33% 3.682 M $ 139805 2023/03/31 241.064 K $ 7.77 %
2025/09/30 AMZN AMAZON COM INC 0.32% 3.676 M $ 16744 2022/03/31 3.030 K $ 0.08 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.24% 2.730 M $ 5430 2023/03/31 92.147 K $ 3.49 %
2025/09/30 NVDA NVIDIA CORPORATION 0.22% 2.483 M $ 13310 2023/03/31 378.188 K $ 18.10 %
2025/09/30 IGSB ISHARES TR 0.16% 1.760 M $ 33192 2023/03/31 8.296 K $ 0.51 %
2025/09/30 DIA SPDR DOW JONES INDL AVERAGE 0.13% 1.471 M $ 3171 2022/06/30 67.515 K $ 5.24 %
2025/09/30 GOOG ALPHABET INC 0.11% 1.280 M $ 5256 2023/03/31 346.016 K $ 37.30 %
2025/09/30 IJH ISHARES TR 0.11% 1.270 M $ 19459 2023/03/31 60.882 K $ 5.22 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.11% 1.233 M $ 8026 2022/12/31 -48.064 K $ -3.56 %
2025/09/30 QQQ INVESCO QQQ TR 0.09% 1.017 M $ 1694 2022/12/31 83.035 K $ 8.83 %
2025/09/30 GOOGL ALPHABET INC 0.09% 976.048 K $ 4015 2023/03/31 266.142 K $ 37.94 %
2025/09/30 MO ALTRIA GROUP INC 0.08% 957.566 K $ 14495 2022/12/31 100.267 K $ 12.67 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 0.08% 933.114 K $ 15573 2022/12/31 39.648 K $ 5.10 %
2025/09/30 K KELLANOVA 0.08% 926.826 K $ 11300 2022/12/31 28.136 K $ 3.13 %
2025/09/30 COP CONOCOPHILLIPS 0.08% 903.398 K $ 9551 2022/12/31 46.729 K $ 5.40 %
2025/09/30 LLY ELI LILLY & CO 0.07% 844.641 K $ 1107 2022/12/31 -18.182 K $ -2.12 %
2025/09/30 META META PLATFORMS INC 0.07% 804.925 K $ 1096 2023/03/31 -4.099 K $ -0.50 %
2025/09/30 FNF FIDELITY NATIONAL FINANCIAL 0.07% 774.575 K $ 12805 2023/03/31 56.726 K $ 7.90 %
2025/09/30 DIS DISNEY WALT CO 0.07% 771.709 K $ 6740 2022/12/31 -65.191 K $ -7.67 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.06% 732.080 K $ 2321 2022/09/30 59.691 K $ 8.80 %
2025/09/30 AFL AFLAC INC 0.06% 694.397 K $ 6217 2021/03/31 44.285 K $ 5.92 %
2025/09/30 BX BLACKSTONE INC 0.06% 656.748 K $ 3844 2022/12/31 81.761 K $ 14.22 %
2025/09/30 INTU INTUIT 0.05% 618.034 K $ 905 2023/03/31 -94.771 K $ -13.30 %
2025/09/30 VBR VANGUARD INDEX FDS 0.05% 582.613 K $ 2791 2022/06/30 38.236 K $ 7.02 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.05% 578.789 K $ 3568 2022/12/31 -71.708 K $ -10.94 %
2025/09/30 APH AMPHENOL CORP NEW 0.05% 544.500 K $ 4400 2022/06/30 110.000 K $ 25.32 %
2025/09/30 NFLX NETFLIX INC 0.05% 529.923 K $ 442 2024/09/30 -63.374 K $ -10.47 %
2025/09/30 SFST SOUTHERN FIRST BANCSHARES 0.05% 514.440 K $ 11660 2022/12/31 71.009 K $ 16.01 %
2025/09/30 SCHD SCHWAB STRATEGIC TR 0.04% 486.756 K $ 17830 2022/12/31 14.264 K $ 3.02 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 0.04% 485.743 K $ 1655 2022/12/31 -24.659 K $ -4.83 %
2025/09/30 SO SOUTHERN CO 0.04% 445.704 K $ 4703 2022/12/31 13.826 K $ 3.20 %
2025/09/30 ABBV ABBVIE INC 0.04% 414.892 K $ 1792 2021/03/31 84.263 K $ 24.74 %
2025/09/30 MA MASTERCARD INCORPORATED 0.04% 404.424 K $ 711 2022/12/31 4.747 K $ 1.22 %
2025/09/30 OMC OMNICOM GROUP INC 0.04% 397.704 K $ 4878 2023/03/31 46.780 K $ 13.33 %
2025/09/30 EMR EMERSON ELEC CO 0.03% 395.902 K $ 3018 2022/06/30 -6.703 K $ -1.61 %
2025/09/30 SCHG SCHWAB STRATEGIC TR 0.03% 392.003 K $ 12285 2023/03/31 33.169 K $ 9.24 %
2025/09/30 SCHW SCHWAB CHARLES CORP 0.03% 378.444 K $ 3964 2025/09/30 0.000 $ 0.00 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.03% 377.986 K $ 2039 2022/12/31 72.919 K $ 21.39 %
2025/09/30 ALL ALLSTATE CORP 0.03% 364.905 K $ 1700 2022/06/30 22.678 K $ 6.63 %
2025/09/30 HON HONEYWELL INTL INC 0.03% 336.800 K $ 1600 2022/09/30 -36.434 K $ -9.61 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.03% 334.486 K $ 1007 2021/03/31 13.918 K $ 4.13 %
2025/09/30 MUSA MURPHY USA INC 0.03% 329.245 K $ 848 2024/03/31 -15.721 K $ -4.56 %
2025/09/30 ABT ABBOTT LABS 0.03% 328.727 K $ 2454 2023/03/31 -5.121 K $ -1.52 %
2025/09/30 VYM VANGUARD WHITEHALL FDS 0.03% 325.595 K $ 2310 2022/12/31 17.648 K $ 5.73 %
2025/09/30 QQQM INVESCO EXCH TRADED FD TR II 0.03% 320.021 K $ 1295 2025/09/30 0.000 $ 0.00 %
2025/09/30 XLU SELECT SECTOR SPDR TR 0.03% 288.024 K $ 3303 2022/09/30 19.752 K $ 6.80 %
2025/09/30 MCD MCDONALDS CORP 0.03% 287.177 K $ 945 2022/12/31 11.567 K $ 4.01 %
2025/09/30 DHR DANAHER CORPORATION 0.02% 277.564 K $ 1400 2022/12/31 1.007 K $ 0.36 %
2025/09/30 GE GE AEROSPACE 0.02% 276.153 K $ 918 2025/09/30 0.000 $ 0.00 %
2025/09/30 MDLZ MONDELEZ INTL INC 0.02% 276.089 K $ 4420 2022/12/31 -21.967 K $ -7.37 %
2025/09/30 SYY SYSCO CORP 0.02% 275.839 K $ 3350 2023/03/31 22.110 K $ 8.71 %
2025/09/30 CSCO CISCO SYS INC 0.02% 274.159 K $ 4007 2023/03/31 -5.670 K $ -1.38 %
2025/09/30 AMAT APPLIED MATLS INC 0.02% 258.997 K $ 1265 2022/06/30 27.412 K $ 11.84 %
2025/09/30 MS MORGAN STANLEY 0.02% 258.469 K $ 1626 2022/06/30 31.674 K $ 12.85 %
2025/09/30 FIS FIDELITY NATL INFORMATION SV 0.02% 256.243 K $ 3886 2022/06/30 -60.936 K $ -19.00 %
2025/09/30 EPD ENTERPRISE PRODS PARTNERS L 0.02% 249.441 K $ 7977 2022/12/31 2.074 K $ 0.84 %