Godshalk Welsh Capital Management

Godshalk Welsh Capital Management as of June 30, 2026

Portfolio Holdings for Godshalk Welsh Capital Management

Godshalk Welsh Capital Management holds 137 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.0 $9.3M 32k 289.36
Microsoft Corporation (MSFT) 4.0 $7.4M 20k 373.02
Alphabet Inc Class A cs (GOOGL) 3.4 $6.4M 18k 357.37
Costco Wholesale Corporation (COST) 2.9 $5.3M 5.7k 935.47
Berkshire Hathaway (BRK.B) 2.4 $4.4M 8.8k 500.39
Oracle Corporation (ORCL) 2.3 $4.3M 29k 146.55
Cisco Systems (CSCO) 2.3 $4.3M 36k 117.46
Alphabet Inc Class C cs (GOOG) 2.2 $4.0M 11k 353.33
iShares Russell 2000 Index Etf (IWM) 2.1 $3.8M 13k 300.45
iShares iBonds Dec 2028 Term C Etf (IBDT) 2.0 $3.7M 145k 25.25
American Express Company (AXP) 2.0 $3.6M 11k 338.25
Corning Incorporated (GLW) 1.8 $3.4M 13k 255.43
Invesco S&P 500 Eq Wt Etf (RSP) 1.7 $3.2M 15k 212.77
W.R. Berkley Corporation (WRB) 1.7 $3.2M 45k 70.53
iShares iBonds Dec 2029 Term C Etf (IBDU) 1.7 $3.2M 137k 23.16
Globus Med Inc cl a (GMED) 1.7 $3.2M 40k 79.01
JPMorgan Chase & Co. (JPM) 1.7 $3.1M 9.4k 327.33
iShares iBonds Dec 2027 Term C Etf (IBDS) 1.7 $3.1M 127k 24.22
Johnson & Johnson (JNJ) 1.6 $3.0M 12k 253.97
iShares Core MSCI EAFE Etf (IEFA) 1.4 $2.7M 28k 96.58
Bank of America Corporation (BAC) 1.3 $2.5M 44k 56.98
Fidelity High Dividend Etf (FDVV) 1.3 $2.5M 41k 60.29
iShares iBonds Dec 2030 Term C Etf (IBDV) 1.2 $2.2M 102k 21.80
iShares iBonds Dec 2026 Term C Etf (IBDR) 1.2 $2.2M 90k 24.23
T Rowe Price Capital Apprec Eq Etf (TCAF) 1.1 $2.1M 52k 41.10
Procter & Gamble Company (PG) 1.1 $2.1M 14k 146.64
Home Depot (HD) 1.1 $2.0M 5.6k 352.68
Taiwan Semiconductor Mfg Adr (TSM) 1.0 $1.9M 4.1k 477.57
TJX Companies (TJX) 1.0 $1.9M 13k 151.50
SYSCO Corporation (SYY) 1.0 $1.9M 23k 83.58
Valero Energy Corporation (VLO) 1.0 $1.9M 7.2k 260.44
Waste Management (WM) 1.0 $1.9M 8.4k 222.88
Automatic Data Processing (ADP) 1.0 $1.8M 8.0k 223.95
Intuit (INTU) 0.9 $1.7M 6.7k 261.00
Chevron Corporation (CVX) 0.9 $1.7M 11k 165.76
Lowe's Companies (LOW) 0.9 $1.6M 7.5k 220.49
Paychex (PAYX) 0.9 $1.6M 17k 98.33
Wal-Mart Stores (WMT) 0.8 $1.6M 14k 113.26
Raytheon Technologies Corp (RTX) 0.8 $1.5M 8.0k 189.73
Merck & Co (MRK) 0.8 $1.5M 12k 128.50
Vanguard Div Appreciation Etf (VIG) 0.8 $1.5M 6.2k 236.62
iShares iBonds Dec 2031 Term C Etf (IBDW) 0.8 $1.4M 69k 20.84
SPDR S&P 500 Etf (SPY) 0.8 $1.4M 1.9k 746.77
Starbucks Corporation (SBUX) 0.7 $1.4M 14k 102.19
iShares Short Term Nat Muni Bd Etf (SUB) 0.7 $1.4M 13k 106.47
iShares Core Moderate Allocati Etf (AOM) 0.7 $1.4M 27k 49.89
Ecolab (ECL) 0.7 $1.4M 4.9k 278.61
Abbvie (ABBV) 0.7 $1.3M 5.2k 251.64
Visa (V) 0.7 $1.3M 3.7k 343.09
iShares iBonds Dec 2028 Term M Etf (IBMQ) 0.7 $1.3M 50k 25.58
iShares iBonds Dec 2029 Term M Etf (IBMR) 0.7 $1.2M 49k 25.39
iShares National Muni Etf (MUB) 0.7 $1.2M 11k 107.62
CSX Corporation (CSX) 0.7 $1.2M 26k 47.53
Phillips 66 (PSX) 0.6 $1.2M 7.1k 169.05
Blackstone Group Inc Com Cl A (BX) 0.6 $1.2M 9.8k 117.67
iShares iBonds Dec 2027 Term M Etf (IBMP) 0.6 $1.1M 45k 25.42
Pepsi (PEP) 0.6 $1.1M 8.3k 135.40
McDonald's Corporation (MCD) 0.6 $1.1M 4.1k 270.31
Ida (IDA) 0.6 $1.1M 7.3k 151.30
iShares iBonds Dec 2030 Term M Etf (IBMS) 0.6 $1.1M 43k 25.87
iShares Russell Top 200 Growth Etf (IWY) 0.6 $1.0M 3.6k 290.62
iShares iBonds Dec 2026 Term M Etf (IBMO) 0.6 $1.0M 41k 25.64
Becton, Dickinson and (BDX) 0.6 $1.0M 6.8k 151.33
L3harris Technologies (LHX) 0.5 $998k 3.4k 290.59
Yum! Brands (YUM) 0.5 $949k 5.9k 159.86
RPM International (RPM) 0.5 $929k 8.4k 111.15
Uber Technologies (UBER) 0.5 $924k 13k 72.16
Nokia Corporation (NOK) 0.5 $922k 1.3k 723.00
ConocoPhillips (COP) 0.5 $902k 8.7k 103.96
Invesco QQQ Trust Etf (QQQ) 0.5 $836k 1.1k 736.40
UnitedHealth (UNH) 0.4 $808k 1.9k 415.63
Nextera Energy (NEE) 0.4 $800k 9.1k 87.77
iShares Core S&P US Growth Etf (IUSG) 0.4 $793k 4.2k 188.09
Vanguard REIT Etf (VNQ) 0.4 $789k 8.2k 96.43
CIGNA Corporation 0.4 $732k 2.7k 275.68
Solstice Advanced Matls (SOLS) 0.4 $717k 8.1k 88.60
Quest Diagnostics Incorporated (DGX) 0.4 $694k 3.3k 211.95
Waters Corporation (WAT) 0.4 $668k 1.8k 375.04
iShares Core Growth Allocation Etf (AOR) 0.4 $667k 9.6k 69.50
Colgate-Palmolive Company (CL) 0.3 $643k 7.0k 91.68
SPDR Portfolio High Yield Bond Etf (SPHY) 0.3 $621k 27k 23.44
3M Company (MMM) 0.3 $609k 3.8k 161.91
American Tower Reit (AMT) 0.3 $594k 3.6k 163.57
iShares MSCI EmergMkt Min Vol Etf (EEMV) 0.3 $587k 7.8k 75.28
Mondelez Int (MDLZ) 0.3 $571k 9.9k 57.84
Zoetis Inc Cl A (ZTS) 0.3 $568k 7.9k 71.86
Lockheed Martin Corporation (LMT) 0.3 $560k 1.1k 509.46
Vanguard Total Stock Mkt Etf (VTI) 0.3 $553k 1.5k 370.11
iShares iBonds Dec 2031 Term M Etf (IBMT) 0.3 $542k 21k 25.80
Waste Connections (WCN) 0.3 $528k 3.2k 166.69
MasterCard Incorporated (MA) 0.3 $493k 960.00 513.60
eBay (EBAY) 0.3 $481k 4.3k 111.75
Amgen (AMGN) 0.3 $465k 1.3k 362.12
Consolidated Edison (ED) 0.2 $445k 4.0k 110.63
MetLife (MET) 0.2 $444k 5.3k 84.61
Cava Group Ord (CAVA) 0.2 $442k 5.6k 78.48
Laboratory Corp. of America Holdings 0.2 $440k 1.6k 280.00
Essential Utils (WTRG) 0.2 $438k 11k 38.31
iShares MSCI EAFE Index Etf (EFA) 0.2 $416k 4.0k 103.88
Vanguard Info Technology Etf (VGT) 0.2 $411k 3.4k 119.52
Masco Corporation (MAS) 0.2 $399k 4.9k 81.37
Target Corporation (TGT) 0.2 $385k 3.0k 130.61
Vgd Consumer Discretionary Etf (VCR) 0.2 $379k 955.00 396.61
American Water Works (AWK) 0.2 $359k 2.7k 131.58
Union Pacific Corporation (UNP) 0.2 $354k 1.3k 272.00
Exxon Mobil Corporation (XOM) 0.2 $352k 2.6k 136.72
Republic Services (RSG) 0.2 $346k 1.6k 213.08
Honeywell International 0.2 $343k 1.5k 223.90
Honeywell Aerospace (HONA) 0.2 $338k 1.5k 221.08
BHP Billiton Adr (BHP) 0.2 $337k 4.1k 83.31
Airbnb (ABNB) 0.2 $337k 2.4k 143.10
Schwab US Small Cap Etf (SCHA) 0.2 $318k 8.8k 36.13
Analog Devices (ADI) 0.2 $318k 800.00 397.17
Intel Corporation (INTC) 0.2 $318k 2.3k 139.63
Coca-Cola Company (KO) 0.2 $317k 3.9k 81.27
Qnity Electronics (Q) 0.2 $314k 1.9k 163.31
Markel Corporation (MKL) 0.2 $289k 148.00 1953.01
Capital One Financial (COF) 0.2 $289k 1.4k 200.62
Abbott Laboratories (ABT) 0.2 $284k 3.1k 90.74
International Business Machines (IBM) 0.2 $281k 1.0k 281.21
Vgd Int Term Bond Index Fund Etf (BIV) 0.1 $276k 3.6k 76.71
Vanguard Short Term Bond Index Etf (BSV) 0.1 $263k 3.4k 77.92
Hilton Worldwide Holdings (HLT) 0.1 $256k 775.00 330.46
Chubb (CB) 0.1 $252k 740.00 340.74
Eli Lilly & Co. (LLY) 0.1 $252k 210.00 1199.43
Simon Property (SPG) 0.1 $252k 1.1k 223.65
Anthem (ELV) 0.1 $242k 625.00 386.73
Corteva (CTVA) 0.1 $242k 2.9k 84.69
Southern Company (SO) 0.1 $239k 2.5k 95.71
Carrier Global Corporation (CARR) 0.1 $233k 3.2k 73.35
Vanguard S&P Small-Cap 600 Gro Etf (VIOG) 0.1 $228k 1.5k 153.42
Franklin Financial Services (FRAF) 0.1 $219k 3.5k 62.60
American Electric Power Company (AEP) 0.1 $219k 1.6k 136.81
W.W. Grainger (GWW) 0.1 $218k 160.00 1360.40
Caterpillar (CAT) 0.1 $213k 200.00 1064.90
Clorox Company (CLX) 0.1 $208k 2.2k 95.44
Emerson Electric (EMR) 0.1 $200k 1.4k 143.15