Institutions / Godshalk Welsh Capital Management, Inc.

Godshalk Welsh Capital Management, Inc.

CIK 1631775 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$175.11M
Positions
132
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
Microsoft Corpโ€”$9.71M20,0755.5%
Apple Inc.โ€”$8.88M32,6675.1%
Oracle Corpโ€”$5.79M29,7103.3%
Alphabet Inc.โ€”$5.64M18,0153.2%
Intuit Inc.โ€”$4.92M7,4252.8%
Costco Wholesale Corp /Newโ€”$4.89M5,6762.8%
Warren E. Buffettโ€”$4.80M9,5582.7%
American Express Coโ€”$3.99M10,7952.3%
Alphabet Inc.โ€”$3.56M11,3402.0%
Globus Medical Incโ€”$3.49M40,0002.0%
W. R. Berkley Corporationโ€”$3.17M45,2701.8%
iShares Russell 2000 Indexโ€”$3.14M12,7471.8%
iShares iBonds Dec 2028 Term Cโ€”$3.13M123,0001.8%
JPMorgan Chase & Coโ€”$3.09M9,5801.8%
Cisco Systems, Inc.โ€”$2.87M37,3201.6%
Invesco S&P 500 Eq Wtโ€”$2.79M14,5881.6%
iShares iBonds Dec 2027 Term Cโ€”$2.71M111,6251.5%
Johnson & Johnsonโ€”$2.49M12,0411.4%
iShares Core MSCI EAFEโ€”$2.48M27,7651.4%
Bank of America Corp /Deโ€”$2.44M44,3201.4%
iShares iBonds Dec 2029 Term Cโ€”$2.34M99,9001.3%
Fidelity High Dividendโ€”$2.10M37,1091.2%
PROCTER & GAMBLE Coโ€”$2.06M14,3451.2%
Automatic Data Processing Incโ€”$2.05M7,9751.2%
iShares iBonds Dec 2026 Term Cโ€”$2.04M84,3751.2%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.