Fund HoldingsGODSEY & GIBB, INC

Total Portfolio Value
$882.28M
Total Bought
$45.57M
Total Sold
$84.15M
Net Transaction
-$38.58M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
BROADCOM INC(AVGO)2,93420,651+17,7172,43723,0522.61%+20,615
MICROSOFT CORP(MSFT)080,019+80,019030,0913.41%+30,091
BLACKROCK INC(BLK)024,100+24,100019,5642.22%+19,564
CINTAS CORP(CTAS)038,715+38,715023,3322.64%+23,332
PNC FINL SVCS GROUP INC(PNC)115,699114,939-76014,20417,7982.02%+3,594
AGILENT TECHNOLOGIES INC(A)0134,748+134,748018,7342.12%+18,734
ROYAL BK CDA(RY)0197,528+197,528019,9762.26%+19,976
APPLE INC(AAPL)0166,296+166,296032,0173.63%+32,017
TRUIST FINL CORP(TFC)436,845423,929-12,91612,49815,6511.77%+3,153
ENTERGY CORP NEW(ETR)153,925170,115+16,19014,23817,2141.95%+2,976
FASTENAL CO(FAST)0307,730+307,730019,9322.26%+19,932
COSTCO WHSL CORP NEW(COST)39,43738,234-1,20322,28025,2382.86%+2,957
INTERNATIONAL BUSINESS MACHS(IBM)140,082137,034-3,04819,65322,4122.54%+2,758
HOME DEPOT INC(HD)060,446+60,446020,9472.37%+20,947
RTX CORPORATION(RTX)0211,711+211,711017,8132.02%+17,813
MICROCHIP TECHNOLOGY INC.(MCHP)0247,585+247,585022,3272.53%+22,327
VISA INC(V)086,493+86,493022,5182.55%+22,518
AT&T INC(T)0851,932+851,932014,2951.62%+14,295
UNITED PARCEL SERVICE INC(UPS)0111,799+111,799017,5781.99%+17,578
TORONTO DOMINION BK ONT(TD)0282,025+282,025018,2242.07%+18,224
DUKE ENERGY CORP NEW(DUK)192,505192,113-39216,99118,6432.11%+1,652
STRYKER CORPORATION(SYK)071,373+71,373021,3732.42%+21,373
AMGEN INC(AMGN)62,02963,568+1,53916,67118,3092.08%+1,638
STANLEY BLACK & DECKER INC(SWK)0135,706+135,706013,3131.51%+13,313
WALMART INC(WMT)09,756+9,75601,5380.17%+1,538
EATON CORP PLC(ETN)096,238+96,238023,1762.63%+23,176
MERCK & CO INC(MRK)0193,382+193,382021,0822.39%+21,082
SPDR S&P 500 ETF TR(SPY)020,192+20,19209,5971.09%+9,597
ALLIANT ENERGY CORP(LNT)0330,876+330,876016,9741.92%+16,974
COCA COLA CO(KO)0320,893+320,893018,9102.14%+18,910
STARBUCKS CORP(SBUX)0184,559+184,559017,7202.01%+17,720
DISNEY WALT CO(DIS)0156,992+156,992014,1751.61%+14,175
DOMINION ENERGY INC(D)0292,024+292,024013,7251.56%+13,725
PAYCHEX INC(PAYX)154,775153,957-81817,85018,3382.08%+488
SCHWAB STRATEGIC TR18,86825,158+6,2909551,4190.16%+464
AMAZON COM INC(AMZN)015,401+15,40102,3400.27%+2,340
BCE INC(BCE)0390,184+390,184015,3651.74%+15,365
TESLA INC(TSLA)03,574+3,57408880.10%+888
AMERICAN ELEC PWR CO INC0191,618+191,618015,5631.76%+15,563
ARCHER DANIELS MIDLAND CO0214,777+214,777015,5111.76%+15,511
INTEL CORP(INTC)012,626+12,62606340.07%+634
PEPSICO INC(PEP)0109,672+109,672018,6272.11%+18,627
ISHARES TR
CORE HIGH DV ETF
19,73420,915+1,1811,9512,1330.24%+182
ISHARES TR02,019+2,01901700.02%+170
JOHNSON & JOHNSON(JNJ)03,558+3,55805580.06%+558
ISHARES TR16,72019,534+2,8148331,0020.11%+168
BERKSHIRE HATHAWAY INC DEL5,3175,688+3711,8632,0290.23%+166
SPDR DOW JONES INDL AVERAGE(DIA)03,495+3,49501,3170.15%+1,317
NVIDIA CORPORATION(NVDA)489699+2102133460.04%+133
ISHARES TR2,6522,853+2016617910.09%+129
META PLATFORMS INC(META)1,0091,209+2003034280.05%+125
FIDELITY NATIONAL FINANCIAL(FNF)12,80512,80505296530.07%+124
SYNOPSYS INC(SNPS)258458+2001182360.03%+117
SOUTHERN FIRST BANCSHARES13,36012,860-5003604770.05%+117
BLACKSTONE INC(BX)4,8374,83705186330.07%+115
INTUIT(INTU)90590504625660.06%+103
NIKE INC(NKE)02,180+2,18002370.03%+237
FREEPORT-MCMORAN INC(FCX)01,700+1,7000720.01%+72
ISHARES TR0668+6680700.01%+70
VANGUARD TAX-MANAGED FDS8,5719,256+6853754430.05%+69
OMNICOM GROUP INC(OMC)04,878+4,87804220.05%+422
ELI LILLY & CO(LLY)1,2071,20706487040.08%+55
TELEFLEX INCORPORATED(TFX)01,000+1,00002490.03%+249
BUNGE GLOBAL SA(BG)0518+5180520.01%+52
AMERICAN EXPRESS CO(AXP)01,337+1,33702500.03%+250
INVESCO QQQ TR0987+98704040.05%+404
PPG INDS INC(PPG)02,475+2,47503700.04%+370
GILEAD SCIENCES INC(GILD)0600+6000490.01%+49
ALLSTATE CORP(ALL)01,700+1,70002380.03%+238
AFLAC INC(AFL)8,3708,37006426900.08%+48
VANGUARD INDEX FDS02,344+2,34404220.05%+422
ADOBE INC(ADBE)53753702743200.04%+47
NEWMONT CORP(NEM)01,000+1,0000410.00%+41
CAPITAL ONE FINL CORP(COF)0300+3000390.00%+39
HENRY SCHEIN INC(HSIC)01,300+1,3000980.01%+98
MEDTRONIC PLC(MDT)30500+4702410.00%+39
VERALTO CORP(VLTO)0466+4660380.00%+38
DIREXION SHS ETF TR
DA TE BU 3X ETF
0529+5290350.00%+35
PUBLIC STORAGE(PSA)0813+81302480.03%+248
ALPHABET INC(GOOG)3,6963,69604875210.06%+34
AMPHENOL CORP NEW02,200+2,20002180.02%+218
ALPHABET INC(GOOG)03,720+3,72005200.06%+520
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)0200+2000320.00%+32
SCHWAB STRATEGIC TR01,835+1,83501520.02%+152
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
0406+4060310.00%+31
ISHARES TR
CORE MSCI PAC
0512+5120300.00%+30
SCHWAB STRATEGIC TR05,708+5,70804350.05%+435
INVESCO EXCHANGE TRADED FD T
SEMICONDUCTORS
0600+6000300.00%+30
VANGUARD INDEX FDS1,010976-343974260.05%+29
APPLIED MATLS INC01,200+1,20001940.02%+194
ABRDN GLOBAL DYNAMIC DIVIDEN
COM
04,453+4,4530420.00%+42
MCDONALDS CORP(MCD)01,020+1,02003020.03%+302
JPMORGAN CHASE & CO(JPM)02,443+2,44304160.05%+416
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0130+1300250.00%+25
PFIZER INC(PFE)02,047+2,0470590.01%+59
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
05,360+5,36001750.02%+175
SYSCO CORP(SYY)03,300+3,30002410.03%+241
PARAMOUNT GLOBAL01,500+1,5000220.00%+22
ATMOS ENERGY CORP(ATO)02,147+2,14702490.03%+249
MASTERCARD INCORPORATED(MA)69169102742950.03%+21
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