Godshalk Welsh Capital Management
Latest statistics and disclosures from Godshalk Welsh Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, ORCL, GOOGL, INTU, and represent 19.95% of Godshalk Welsh Capital Management's stock portfolio.
- Added to shares of these 10 stocks: IBDU, IBDT, IBDV, IBMS, IBDW, SOLS, IBMT, LLY, IBDS, DHR.
- Started 8 new stock positions in SOLS, IBDW, IBMT, LLY, EMR, DHR, COF, ADI.
- Reduced shares in these 10 stocks: GMED, IBDQ, DD, PGX, IBMN, CTVA, VLTO, , AAPL, WTRG.
- Sold out of its positions in CMCSA, CTVA, DD, IBDQ, IBMN, VLTO, WOW.
- Godshalk Welsh Capital Management was a net buyer of stock by $910k.
- Godshalk Welsh Capital Management has $175M in assets under management (AUM), dropping by 0.46%.
- Central Index Key (CIK): 0001631775
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Portfolio Holdings for Godshalk Welsh Capital Management
Godshalk Welsh Capital Management holds 132 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.5 | $9.7M | 20k | 483.62 |
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| Apple (AAPL) | 5.1 | $8.9M | 33k | 271.86 |
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| Oracle Corporation (ORCL) | 3.3 | $5.8M | 30k | 194.91 |
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| Alphabet Inc Class A cs (GOOGL) | 3.2 | $5.6M | 18k | 313.00 |
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| Intuit (INTU) | 2.8 | $4.9M | 7.4k | 662.42 |
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| Costco Wholesale Corporation (COST) | 2.8 | $4.9M | 5.7k | 862.34 |
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| Berkshire Hathaway (BRK.B) | 2.7 | $4.8M | 9.6k | 502.65 |
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| American Express Company (AXP) | 2.3 | $4.0M | -3% | 11k | 369.95 |
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| Alphabet Inc Class C cs (GOOG) | 2.0 | $3.6M | 11k | 313.80 |
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| Globus Med Inc cl a (GMED) | 2.0 | $3.5M | -20% | 40k | 87.31 |
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| W.R. Berkley Corporation (WRB) | 1.8 | $3.2M | 45k | 70.12 |
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| iShares Russell 2000 Index Etf (IWM) | 1.8 | $3.1M | 13k | 246.16 |
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| iShares iBonds Dec 2028 Term C Etf (IBDT) | 1.8 | $3.1M | +21% | 123k | 25.45 |
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| JPMorgan Chase & Co. (JPM) | 1.8 | $3.1M | 9.6k | 322.22 |
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| Cisco Systems (CSCO) | 1.6 | $2.9M | 37k | 77.03 |
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| Invesco S&P 500 Eq Wt Etf (RSP) | 1.6 | $2.8M | +3% | 15k | 191.56 |
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| iShares iBonds Dec 2027 Term C Etf (IBDS) | 1.5 | $2.7M | +9% | 112k | 24.28 |
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| Johnson & Johnson (JNJ) | 1.4 | $2.5M | 12k | 206.95 |
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| iShares Core MSCI EAFE Etf (IEFA) | 1.4 | $2.5M | 28k | 89.46 |
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| Bank of America Corporation (BAC) | 1.4 | $2.4M | 44k | 55.00 |
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| iShares iBonds Dec 2029 Term C Etf (IBDU) | 1.3 | $2.3M | +50% | 100k | 23.41 |
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| Fidelity High Dividend Etf (FDVV) | 1.2 | $2.1M | +2% | 37k | 56.69 |
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| Procter & Gamble Company (PG) | 1.2 | $2.1M | 14k | 143.31 |
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| Automatic Data Processing (ADP) | 1.2 | $2.1M | 8.0k | 257.23 |
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| iShares iBonds Dec 2026 Term C Etf (IBDR) | 1.2 | $2.0M | +9% | 84k | 24.23 |
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| Paychex (PAYX) | 1.1 | $1.9M | 17k | 112.18 |
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| Home Depot (HD) | 1.1 | $1.9M | 5.7k | 344.10 |
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| Waste Management (WM) | 1.1 | $1.9M | 8.7k | 219.71 |
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| TJX Companies (TJX) | 1.1 | $1.9M | 12k | 153.61 |
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| Lowe's Companies (LOW) | 1.0 | $1.8M | 7.5k | 241.16 |
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| T Rowe Price Capital Apprec Eq Etf (TCAF) | 1.0 | $1.8M | +3% | 47k | 38.22 |
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| SYSCO Corporation (SYY) | 1.0 | $1.7M | 23k | 73.69 |
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| Chevron Corporation (CVX) | 0.9 | $1.6M | 11k | 152.41 |
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| Blackstone Group Inc Com Cl A (BX) | 0.9 | $1.5M | 10k | 154.14 |
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| Raytheon Technologies Corp (RTX) | 0.9 | $1.5M | 8.2k | 183.40 |
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| Wal-Mart Stores (WMT) | 0.9 | $1.5M | 13k | 111.41 |
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| iShares Short Term Nat Muni Bd Etf (SUB) | 0.9 | $1.5M | +2% | 14k | 106.70 |
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| Vanguard Div Appreciation Etf (VIG) | 0.8 | $1.5M | 6.6k | 219.78 |
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| iShares iBonds Dec 2030 Term C Etf (IBDV) | 0.8 | $1.4M | +61% | 62k | 22.07 |
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| Visa (V) | 0.8 | $1.3M | 3.8k | 350.72 |
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| iShares National Muni Etf (MUB) | 0.7 | $1.3M | +8% | 12k | 107.11 |
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| Ecolab (ECL) | 0.7 | $1.3M | 5.0k | 262.52 |
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| Merck & Co (MRK) | 0.7 | $1.3M | 12k | 105.26 |
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| SPDR S&P 500 Etf (SPY) | 0.7 | $1.3M | 1.9k | 681.92 |
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| McDonald's Corporation (MCD) | 0.7 | $1.3M | 4.1k | 305.63 |
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| Taiwan Semiconductor Mfg Adr (TSM) | 0.7 | $1.2M | +3% | 4.1k | 303.89 |
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| Pepsi (PEP) | 0.7 | $1.2M | 8.4k | 143.52 |
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| Abbvie (ABBV) | 0.7 | $1.2M | 5.3k | 228.49 |
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| Becton, Dickinson and (BDX) | 0.7 | $1.2M | 6.2k | 194.07 |
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| Valero Energy Corporation (VLO) | 0.7 | $1.2M | 7.3k | 162.79 |
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| Corning Incorporated (GLW) | 0.7 | $1.2M | 14k | 87.56 |
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| Starbucks Corporation (SBUX) | 0.6 | $1.1M | 14k | 84.21 |
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| Uber Technologies (UBER) | 0.6 | $1.1M | +5% | 13k | 81.71 |
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| iShares Core Moderate Allocati Etf (AOM) | 0.6 | $1.0M | +22% | 22k | 47.73 |
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| Nestle SA Adr (NSRGY) | 0.6 | $1.0M | -5% | 10k | 98.78 |
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| L3harris Technologies (LHX) | 0.6 | $1.0M | 3.4k | 293.57 |
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| Zoetis Inc Cl A (ZTS) | 0.6 | $1.0M | 8.0k | 125.82 |
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| iShares Russell Top 200 Growth Etf (IWY) | 0.6 | $1000k | 3.6k | 276.94 |
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| American Tower Reit (AMT) | 0.6 | $996k | -5% | 5.7k | 175.57 |
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| CSX Corporation (CSX) | 0.5 | $939k | 26k | 36.25 |
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| Ida (IDA) | 0.5 | $928k | 7.3k | 126.56 |
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| iShares iBonds Dec 2027 Term M Etf (IBMP) | 0.5 | $922k | +12% | 36k | 25.39 |
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| Phillips 66 (PSX) | 0.5 | $919k | 7.1k | 129.04 |
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| iShares iBonds Dec 2028 Term M Etf (IBMQ) | 0.5 | $903k | +20% | 35k | 25.57 |
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| Yum! Brands (YUM) | 0.5 | $901k | -8% | 6.0k | 151.28 |
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| RPM International (RPM) | 0.5 | $890k | 8.6k | 104.00 |
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| iShares iBonds Dec 2026 Term M Etf (IBMO) | 0.5 | $833k | +14% | 33k | 25.64 |
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| ConocoPhillips (COP) | 0.5 | $813k | 8.7k | 93.61 |
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| iShares iBonds Dec 2029 Term M Etf (IBMR) | 0.5 | $796k | +31% | 31k | 25.43 |
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| Nextera Energy (NEE) | 0.4 | $776k | -3% | 9.7k | 80.28 |
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| iShares iBonds Dec 2030 Term M Etf (IBMS) | 0.4 | $732k | +212% | 28k | 26.06 |
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| CIGNA Corporation | 0.4 | $731k | 2.7k | 275.23 |
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| Invesco QQQ Trust Etf (QQQ) | 0.4 | $728k | -4% | 1.2k | 614.31 |
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| Essential Utils (WTRG) | 0.4 | $718k | -18% | 19k | 38.36 |
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| Vanguard REIT Etf (VNQ) | 0.4 | $715k | 8.1k | 88.49 |
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| iShares Core S&P US Growth Etf (IUSG) | 0.4 | $715k | 4.3k | 167.94 |
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| UnitedHealth (UNH) | 0.4 | $642k | -4% | 1.9k | 330.11 |
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| Mondelez Int (MDLZ) | 0.4 | $631k | -10% | 12k | 53.83 |
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| SPDR Portfolio High Yield Bond Etf (SPHY) | 0.4 | $621k | -5% | 26k | 23.67 |
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| iShares Core Growth Allocation Etf (AOR) | 0.4 | $615k | 9.5k | 65.01 |
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| 3M Company (MMM) | 0.3 | $602k | 3.8k | 160.10 |
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| Honeywell International (HON) | 0.3 | $578k | +5% | 3.0k | 195.09 |
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| Quest Diagnostics Incorporated (DGX) | 0.3 | $573k | 3.3k | 173.53 |
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| Colgate-Palmolive Company (CL) | 0.3 | $566k | 7.2k | 79.02 |
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| Waste Connections (WCN) | 0.3 | $556k | -8% | 3.2k | 175.36 |
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| MasterCard Incorporated (MA) | 0.3 | $548k | 960.00 | 570.88 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $532k | 1.1k | 483.67 |
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| iShares MSCI EmergMkt Min Vol Etf (EEMV) | 0.3 | $500k | 7.8k | 64.04 |
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| MetLife (MET) | 0.2 | $434k | 5.5k | 78.94 |
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| Amgen (AMGN) | 0.2 | $421k | +4% | 1.3k | 327.31 |
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| Consolidated Edison (ED) | 0.2 | $410k | 4.1k | 99.32 |
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| iShares iBonds Dec 2031 Term C Etf (IBDW) | 0.2 | $403k | NEW | 19k | 21.15 |
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| Laboratory Corp. of America Holdings | 0.2 | $394k | 1.6k | 250.88 |
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| Abbott Laboratories (ABT) | 0.2 | $392k | 3.1k | 125.29 |
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| iShares MSCI EAFE Index Etf (EFA) | 0.2 | $384k | 4.0k | 96.03 |
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| American Water Works (AWK) | 0.2 | $382k | -9% | 2.9k | 130.50 |
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| Vgd Consumer Discretionary Etf (VCR) | 0.2 | $376k | 955.00 | 393.92 |
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| eBay (EBAY) | 0.2 | $375k | 4.3k | 87.10 |
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| Solstice Advanced Matls (SOLS) | 0.2 | $356k | NEW | 7.3k | 48.58 |
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| Republic Services (RSG) | 0.2 | $344k | -4% | 1.6k | 211.93 |
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| Vanguard Total Stock Mkt Etf (VTI) | 0.2 | $337k | 1.0k | 335.28 |
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| Nokia Corporation (NOK) | 0.2 | $328k | 1.3k | 256.99 |
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| Cava Group Ord (CAVA) | 0.2 | $324k | +2% | 5.5k | 58.69 |
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| Vanguard Info Technology Etf (VGT) | 0.2 | $324k | 430.00 | 753.78 |
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| Target Corporation (TGT) | 0.2 | $313k | -31% | 3.2k | 97.75 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $312k | -27% | 890.00 | 349.99 |
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| Masco Corporation (MAS) | 0.2 | $311k | 4.9k | 63.46 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $310k | 2.6k | 120.34 |
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| Airbnb (ABNB) | 0.2 | $306k | +9% | 2.3k | 135.72 |
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| Union Pacific Corporation (UNP) | 0.2 | $301k | 1.3k | 231.32 |
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| International Business Machines (IBM) | 0.2 | $296k | 1.0k | 296.21 |
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| Coca-Cola Company (KO) | 0.2 | $273k | 3.9k | 69.91 |
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| Vgd Int Term Bond Index Fund Etf (BIV) | 0.2 | $271k | +3% | 3.5k | 77.88 |
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| Markel Corporation (MKL) | 0.2 | $264k | +9% | 123.00 | 2149.65 |
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| iShares iBonds Dec 2031 Term M Etf (IBMT) | 0.1 | $260k | NEW | 10k | 25.95 |
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| Vanguard Short Term Bond Index Etf (BSV) | 0.1 | $257k | +3% | 3.3k | 78.82 |
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| Schwab US Small Cap Etf (SCHA) | 0.1 | $251k | 8.8k | 28.48 |
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| BHP Billiton Adr (BHP) | 0.1 | $245k | -5% | 4.1k | 60.37 |
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| Eli Lilly & Co. (LLY) | 0.1 | $242k | NEW | 225.00 | 1074.68 |
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| Chubb (CB) | 0.1 | $231k | 740.00 | 312.12 |
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| Danaher Corporation (DHR) | 0.1 | $229k | NEW | 1.0k | 228.92 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $223k | 775.00 | 287.25 |
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| Clorox Company (CLX) | 0.1 | $219k | -6% | 2.2k | 100.83 |
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| Anthem (ELV) | 0.1 | $219k | 625.00 | 350.55 |
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| Southern Company (SO) | 0.1 | $218k | 2.5k | 87.20 |
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| Analog Devices (ADI) | 0.1 | $217k | NEW | 800.00 | 271.20 |
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| Capital One Financial (COF) | 0.1 | $215k | NEW | 885.00 | 242.36 |
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| Simon Property (SPG) | 0.1 | $208k | 1.1k | 185.11 |
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| Stantec (STN) | 0.1 | $208k | 2.2k | 94.36 |
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| Hershey Company (HSY) | 0.1 | $200k | 1.1k | 181.98 |
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| Emerson Electric (EMR) | 0.1 | $186k | NEW | 1.4k | 132.72 |
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| Invesco Preferred Etf (PGX) | 0.1 | $168k | -63% | 15k | 11.24 |
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Past Filings by Godshalk Welsh Capital Management
SEC 13F filings are viewable for Godshalk Welsh Capital Management going back to 2014
- Godshalk Welsh Capital Management 2025 Q4 filed Feb. 12, 2026
- Godshalk Welsh Capital Management 2025 Q3 filed Nov. 14, 2025
- Godshalk Welsh Capital Management 2025 Q2 filed Aug. 14, 2025
- Godshalk Welsh Capital Management 2025 Q1 filed May 15, 2025
- Godshalk Welsh Capital Management 2024 Q4 filed Feb. 12, 2025
- Godshalk Welsh Capital Management 2024 Q3 filed Nov. 13, 2024
- Godshalk Welsh Capital Management 2024 Q1 filed May 15, 2024
- Godshalk Welsh Capital Management 2023 Q4 filed Feb. 12, 2024
- Godshalk Welsh Capital Management 2023 Q3 filed Nov. 14, 2023
- Godshalk Welsh Capital Management 2023 Q2 filed Aug. 14, 2023
- Godshalk Welsh Capital Management 2023 Q1 filed May 12, 2023
- Godshalk Welsh Capital Management 2022 Q4 filed Feb. 14, 2023
- Godshalk Welsh Capital Management 2022 Q3 filed Nov. 14, 2022
- Godshalk Welsh Capital Management 2022 Q2 filed Aug. 10, 2022
- Godshalk Welsh Capital Management 2022 Q1 filed May 12, 2022
- Godshalk Welsh Capital Management 2021 Q4 filed Feb. 14, 2022