Fund HoldingsGODSEY & GIBB, INC

Total Portfolio Value
$815.17M
Total Bought
$43.16M
Total Sold
$73.87M
Net Transaction
-$30.71M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ENTERGY CORP NEW(ETR)0153,925+153,925014,2381.75%+14,238
AMGEN INC(AMGN)59,50462,029+2,52513,21116,6712.05%+3,460
SCHLUMBERGER LTD(SLB)446,446402,592-43,85421,92923,4712.88%+1,542
CHEVRON CORP NEW(CVX)119,652119,566-8618,82720,1612.47%+1,334
INTERNATIONAL BUSINESS MACHS(IBM)139,203140,082+87918,62719,6532.41%+1,027
COMCAST CORP NEW(CCZ)446,503435,835-10,66818,55219,3252.37%+773
PAYCHEX INC(PAYX)155,268154,775-49317,37017,8502.19%+480
BROADCOM INC(AVGO)2,4782,934+4562,1492,4370.30%+288
COSTCO WHSL CORP NEW(COST)41,04239,437-1,60522,09622,2802.73%+184
CONOCOPHILLIPS(COP)11,64911,609-401,2071,3910.17%+184
DUKE ENERGY CORP NEW(DUK)187,358192,505+5,14716,81416,9912.08%+177
HOME BANCSHARES INC(HOMB)07,835+7,83501640.02%+164
EXXON MOBIL CORP52,70549,363-3,3425,6535,8040.71%+151
TRUIST FINL CORP(TFC)406,814436,845+30,03112,34712,4981.53%+151
BERKSHIRE HATHAWAY INC DEL5,0625,317+2551,7261,8630.23%+136
META PLATFORMS INC(META)01,009+1,00903030.04%+303
ABBVIE INC(ABBV)02,205+2,20503290.04%+329
CISCO SYS INC(CSCO)9,04410,408+1,3644685600.07%+92
PNC FINL SVCS GROUP INC(PNC)112,168115,699+3,53114,12814,2041.74%+77
ELI LILLY & CO(LLY)1,2221,207-155736480.08%+75
MASTERCARD INCORPORATED(MA)0691+69102740.03%+274
ONEOK INC NEW(OKE)01,133+1,1330720.01%+72
BLACKSTONE INC(BX)4,8374,83704505180.06%+69
FIDELITY NATIONAL FINANCIAL(FNF)12,80512,80504615290.06%+68
AFLAC INC(AFL)8,3708,37005846420.08%+58
BANK AMERICA CORP06,515+6,51501780.02%+178
INTUIT(INTU)90590504154620.06%+48
VANGUARD SPECIALIZED FUNDS0575+5750890.01%+89
GENTEX CORP(GNTX)12,10012,10003543940.05%+40
AUTOMATIC DATA PROCESSING IN1,8001,80003964330.05%+37
ENTERPRISE PRODS PARTNERS L(EPD)07,280+7,28001990.02%+199
ISHARES TR15,91816,720+8027998330.10%+35
CVS HEALTH CORP(CVS)0758+7580530.01%+53
SCHWAB STRATEGIC TR17,63918,868+1,2299249550.12%+31
VANGUARD INDEX FDS8991,010+1113663970.05%+31
REALTY INCOME CORP(O)01,667+1,6670830.01%+83
ISHARES TR
CORE HIGH DV ETF
19,09919,734+6351,9251,9510.24%+27
GLOBAL PMTS INC(GPN)01,475+1,47501700.02%+170
SOUTHERN FIRST BANCSHARES13,59013,360-2303363600.04%+24
KIMBELL RTY PARTNERS LP(KRP)01,600+1,6000260.00%+26
NVIDIA CORPORATION(NVDA)0489+48902130.03%+213
ISHARES TR2,4602,652+1926436610.08%+18
MURPHY OIL CORP(MUR)02,556+2,55601160.01%+116
PHILLIPS 66(PSX)0722+7220870.01%+87
BRITISH AMERN TOB PLC(BTI)0538+5380170.00%+17
REGENERON PHARMACEUTICALS(REGN)0130+13001070.01%+107
ARM HOLDINGS PLC0250+2500130.00%+13
VANGUARD TAX-MANAGED FDS7,8418,571+7303623750.05%+13
ADOBE INC(ADBE)53753702632740.03%+11
MSCI INC(MSCI)0250+25001280.02%+128
CROWN CASTLE INC(CCI)0118+1180110.00%+11
VERIZON COMMUNICATIONS INC(VZ)03,504+3,50401140.01%+114
CORNERSTONE STRATEGIC VALUE(CLM)02,258+2,2580180.00%+18
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
066+66090.00%+9
KBR INC(KBR)0262+2620150.00%+15
BUNGE LIMITED0518+5180560.01%+56
LILIUM N V010,000+10,000070.00%+7
OLD REP INTL CORP(ORI)03,920+3,92001060.01%+106
AMPLIFY ENERGY CORP NEW011,351+11,3510830.01%+83
PENNANTPARK FLOATING RATE CA(PFLA)0608+608060.00%+6
FRONTLINE PLC(FRO)01,500+1,5000280.00%+28
SYNOPSYS INC(SNPS)0258+25801180.01%+118
HORIZON TECHNOLOGY FIN CORP0508+508060.00%+6
MARATHON PETE CORP(MPC)0162+1620250.00%+25
EMERSON ELEC CO(EMR)0900+9000870.01%+87
DANAHER CORPORATION(DHR)1,4251,400-253423470.04%+5
ENERGY TRANSFER L P(ET)04,000+4,0000560.01%+56
ALBEMARLE CORP(ALB)090+900150.00%+15
ALPHABET INC(GOOG)3,9963,696-3004834870.06%+4
NOVO-NORDISK A S(NVO)0590+5900540.01%+54
CHENIERE ENERGY INC(LNG)0250+2500410.01%+41
F&G ANNUITIES & LIFE INC(FG)0870+8700240.00%+24
DIGITAL RLTY TR INC(DLR)0350+3500420.01%+42
EVERSOURCE ENERGY(ES)043+43030.00%+3
MEDTRONIC PLC(MDT)030+30020.00%+2
EOG RES INC(EOG)0180+1800230.00%+23
FIDELITY NATL INFORMATION SV(FIS)03,886+3,88602150.03%+215
CITIZENS FINL GROUP INC(CFG)079+79020.00%+2
ISHARES U S ETF TR
GSCI CMDTY STGY
0624+6240180.00%+18
JACOBS SOLUTIONS INC(J)0100+1000140.00%+14
DIAGEO PLC(DEO)057+57090.00%+9
COLONY BANKCORP INC02,625+2,6250260.00%+26
BAXTER INTL INC034+34010.00%+1
THE CIGNA GROUP(CI)0229+2290660.01%+66
TRANE TECHNOLOGIES PLC(TT)0100+1000200.00%+20
EA SERIES TRUST
STRI US ENER ETF
0410+4100120.00%+12
CIVITAS RESOURCES INC095+95080.00%+8
GEOSPACE TECHNOLOGIES CORP0200+200030.00%+3
FIDELITY COVINGTON TRUST040+40010.00%+1
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0108+1080100.00%+10
DT MIDSTREAM INC(DTM)0250+2500130.00%+13
INVESCO EXCHANGE TRADED FD T
S&P500 EQL ENR
095+95070.00%+7
GSK PLC(GSK)01,280+1,2800460.01%+46
LULULEMON ATHLETICA INC(LULU)0100+1000390.00%+39
UNITEDHEALTH GROUP INC(UNH)025+250130.00%+13
VERISK ANALYTICS INC(VRSK)050+500120.00%+12
AUTODESK INC0205+2050420.01%+42
CHART INDS INC(GTLS)050+50080.00%+8
AIRBNB INC050+50070.00%+7
BIOMARIN PHARMACEUTICAL INC(BMRN)0250+2500220.00%+22
Page 1 of 1