Godshalk Welsh Capital Management

Godshalk Welsh Capital Management as of March 31, 2026

Portfolio Holdings for Godshalk Welsh Capital Management

Godshalk Welsh Capital Management holds 129 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.8 $8.2M 32k 253.79
Microsoft Corporation (MSFT) 4.3 $7.3M 20k 370.17
Costco Wholesale Corporation (COST) 3.3 $5.6M 5.6k 996.43
Alphabet Inc Class A cs (GOOGL) 3.0 $5.1M 18k 287.56
Oracle Corporation (ORCL) 2.5 $4.3M 30k 147.11
Berkshire Hathaway (BRK.B) 2.5 $4.3M 9.0k 479.20
iShares iBonds Dec 2028 Term C Etf (IBDT) 2.0 $3.5M 139k 25.33
Globus Med Inc cl a (GMED) 2.0 $3.4M 40k 86.16
Alphabet Inc Class C cs (GOOG) 1.9 $3.3M 11k 286.86
American Express Company (AXP) 1.9 $3.2M 11k 302.48
Intuit (INTU) 1.9 $3.2M 7.4k 432.38
iShares Russell 2000 Index Etf (IWM) 1.8 $3.2M 13k 248.00
iShares iBonds Dec 2029 Term C Etf (IBDU) 1.8 $3.1M 133k 23.26
iShares iBonds Dec 2027 Term C Etf (IBDS) 1.8 $3.0M 125k 24.24
W.R. Berkley Corporation (WRB) 1.7 $3.0M 45k 66.28
Johnson & Johnson (JNJ) 1.7 $2.9M 12k 244.44
Invesco S&P 500 Eq Wt Etf (RSP) 1.7 $2.9M 15k 191.92
Cisco Systems (CSCO) 1.7 $2.9M 37k 77.59
JPMorgan Chase & Co. (JPM) 1.6 $2.8M 9.5k 294.16
iShares Core MSCI EAFE Etf (IEFA) 1.5 $2.5M 28k 90.53
Fidelity High Dividend Etf (FDVV) 1.3 $2.2M 40k 55.24
iShares iBonds Dec 2026 Term C Etf (IBDR) 1.3 $2.2M 90k 24.24
Chevron Corporation (CVX) 1.3 $2.2M 11k 206.90
Bank of America Corporation (BAC) 1.2 $2.1M 44k 48.75
iShares iBonds Dec 2030 Term C Etf (IBDV) 1.2 $2.1M 95k 21.89
Procter & Gamble Company (PG) 1.2 $2.1M 14k 144.44
TJX Companies (TJX) 1.2 $2.0M 13k 159.70
Waste Management (WM) 1.1 $1.9M 8.5k 229.79
Home Depot (HD) 1.1 $1.8M 5.6k 328.89
Corning Incorporated (GLW) 1.1 $1.8M 13k 135.97
Valero Energy Corporation (VLO) 1.0 $1.8M 7.3k 247.08
Lowe's Companies (LOW) 1.0 $1.8M 7.5k 236.28
T Rowe Price Capital Apprec Eq Etf (TCAF) 1.0 $1.7M 49k 35.59
Wal-Mart Stores (WMT) 1.0 $1.7M 14k 124.28
Automatic Data Processing (ADP) 0.9 $1.6M 8.0k 203.18
SYSCO Corporation (SYY) 0.9 $1.6M 23k 71.33
Raytheon Technologies Corp (RTX) 0.9 $1.6M 8.1k 192.90
Paychex (PAYX) 0.9 $1.5M 17k 92.12
Vanguard Div Appreciation Etf (VIG) 0.8 $1.4M 6.6k 215.06
Merck & Co (MRK) 0.8 $1.4M 12k 120.29
iShares Short Term Nat Muni Bd Etf (SUB) 0.8 $1.4M 13k 106.50
Taiwan Semiconductor Mfg Adr (TSM) 0.8 $1.4M 4.1k 337.95
Pepsi (PEP) 0.8 $1.3M 8.4k 155.29
iShares iBonds Dec 2031 Term C Etf (IBDW) 0.8 $1.3M 62k 20.93
Phillips 66 (PSX) 0.7 $1.3M 7.1k 182.18
Ecolab (ECL) 0.7 $1.3M 4.9k 266.02
iShares Core Moderate Allocati Etf (AOM) 0.7 $1.3M 27k 47.37
McDonald's Corporation (MCD) 0.7 $1.3M 4.1k 310.79
iShares National Muni Etf (MUB) 0.7 $1.2M 12k 106.15
SPDR S&P 500 Etf (SPY) 0.7 $1.2M 1.9k 650.34
Starbucks Corporation (SBUX) 0.7 $1.2M 14k 89.59
iShares iBonds Dec 2028 Term M Etf (IBMQ) 0.7 $1.2M 47k 25.53
L3harris Technologies (LHX) 0.7 $1.2M 3.4k 345.15
iShares iBonds Dec 2029 Term M Etf (IBMR) 0.7 $1.2M 46k 25.35
Blackstone Group Inc Com Cl A (BX) 0.7 $1.2M 10k 114.99
ConocoPhillips (COP) 0.7 $1.1M 8.7k 132.00
Visa (V) 0.7 $1.1M 3.7k 302.24
Abbvie (ABBV) 0.7 $1.1M 5.2k 217.49
iShares iBonds Dec 2027 Term M Etf (IBMP) 0.6 $1.1M 43k 25.44
CSX Corporation (CSX) 0.6 $1.1M 26k 41.05
Becton, Dickinson and (BDX) 0.6 $1.1M 6.7k 157.23
Ida (IDA) 0.6 $1.0M 7.3k 142.97
iShares iBonds Dec 2026 Term M Etf (IBMO) 0.6 $961k 38k 25.63
Zoetis Inc Cl A (ZTS) 0.5 $926k 7.8k 118.21
Yum! Brands (YUM) 0.5 $923k 5.9k 155.48
Uber Technologies (UBER) 0.5 $921k 13k 71.93
iShares Russell Top 200 Growth Etf (IWY) 0.5 $898k 3.6k 248.84
Nextera Energy (NEE) 0.5 $851k 9.2k 92.88
RPM International (RPM) 0.5 $831k 8.4k 99.40
iShares iBonds Dec 2030 Term M Etf (IBMS) 0.5 $827k 32k 25.83
American Tower Reit (AMT) 0.5 $809k 4.7k 172.58
Vanguard REIT Etf (VNQ) 0.4 $717k 8.1k 88.70
CIGNA Corporation 0.4 $708k 2.7k 266.75
Honeywell International (HON) 0.4 $692k 3.1k 226.03
Lockheed Martin Corporation (LMT) 0.4 $665k 1.1k 604.39
iShares Core S&P US Growth Etf (IUSG) 0.4 $660k 4.3k 155.11
Invesco QQQ Trust Etf (QQQ) 0.4 $655k 1.1k 577.18
Quest Diagnostics Incorporated (DGX) 0.4 $642k 3.3k 195.98
iShares Core Growth Allocation Etf (AOR) 0.4 $617k 9.6k 64.35
Solstice Advanced Matls (SOLS) 0.4 $616k 8.1k 76.16
SPDR Portfolio High Yield Bond Etf (SPHY) 0.4 $612k 26k 23.32
Colgate-Palmolive Company (CL) 0.3 $598k 7.0k 85.23
Mondelez Int (MDLZ) 0.3 $581k 10k 57.64
3M Company (MMM) 0.3 $546k 3.8k 145.23
UnitedHealth (UNH) 0.3 $526k 1.9k 270.59
Waste Connections (WCN) 0.3 $515k 3.2k 162.44
iShares MSCI EmergMkt Min Vol Etf (EEMV) 0.3 $505k 7.8k 64.73
Waters Corporation (WAT) 0.3 $496k 1.7k 297.80
MasterCard Incorporated (MA) 0.3 $480k 960.00 499.66
Essential Utils (WTRG) 0.3 $461k 11k 40.27
Consolidated Edison (ED) 0.3 $456k 4.0k 113.18
Amgen (AMGN) 0.3 $452k 1.3k 351.85
Cava Group Ord (CAVA) 0.3 $447k 5.5k 80.90
Exxon Mobil Corporation (XOM) 0.3 $437k 2.6k 169.66
iShares iBonds Dec 2031 Term M Etf (IBMT) 0.3 $436k 17k 25.67
Nokia Corporation (NOK) 0.3 $436k 1.3k 341.79
Laboratory Corp. of America Holdings 0.2 $419k 1.6k 266.81
eBay (EBAY) 0.2 $391k 4.3k 91.02
iShares MSCI EAFE Index Etf (EFA) 0.2 $389k 4.0k 97.13
MetLife (MET) 0.2 $382k 5.4k 70.72
American Water Works (AWK) 0.2 $371k 2.7k 136.09
Target Corporation (TGT) 0.2 $364k 3.0k 121.20
Republic Services (RSG) 0.2 $356k 1.6k 219.02
Vgd Consumer Discretionary Etf (VCR) 0.2 $343k 955.00 359.03
Vanguard Total Stock Mkt Etf (VTI) 0.2 $323k 1.0k 320.86
Abbott Laboratories (ABT) 0.2 $321k 3.1k 102.67
Union Pacific Corporation (UNP) 0.2 $315k 1.3k 242.62
Vanguard Info Technology Etf (VGT) 0.2 $300k 430.00 697.72
Coca-Cola Company (KO) 0.2 $297k 3.9k 76.05
Masco Corporation (MAS) 0.2 $296k 4.9k 60.37
BHP Billiton Adr (BHP) 0.2 $295k 4.1k 72.74
Airbnb (ABNB) 0.2 $285k 2.3k 126.28
Markel Corporation (MKL) 0.2 $283k 148.00 1914.07
Vgd Int Term Bond Index Fund Etf (BIV) 0.2 $277k 3.6k 77.18
Vanguard Short Term Bond Index Etf (BSV) 0.2 $264k 3.4k 78.40
Schwab US Small Cap Etf (SCHA) 0.1 $256k 8.8k 29.08
Analog Devices (ADI) 0.1 $255k 800.00 318.14
Capital One Financial (COF) 0.1 $245k 1.3k 182.43
International Business Machines (IBM) 0.1 $242k 1.0k 242.39
Southern Company (SO) 0.1 $241k 2.5k 96.52
Chubb (CB) 0.1 $241k 740.00 325.93
Corteva (CTVA) 0.1 $239k 2.9k 83.71
Hilton Worldwide Holdings (HLT) 0.1 $236k 775.00 304.08
Hershey Company (HSY) 0.1 $229k 1.1k 207.89
Clorox Company (CLX) 0.1 $225k 2.2k 103.63
Verizon Communications (VZ) 0.1 $223k 4.4k 50.20
Qnity Electronics (Q) 0.1 $222k 1.9k 115.38
Simon Property (SPG) 0.1 $210k 1.1k 186.53
American Electric Power Company (AEP) 0.1 $210k 1.6k 131.08