Godshalk Welsh Capital Management, Inc.
13F Reported Value
ⓘ$172.5M
Holdings
129
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Godshalk Welsh Capital Management, Inc. disclosed 129 positions worth $172.5M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 4.8% of the equity portfolio, followed by $MSFT and $COST. During the quarter the fund opened 5 new positions and exited 7 — including a new stake in $WAT. The portfolio is most concentrated in Technology (25.9% of disclosed assets). All figures are sourced directly from Godshalk Welsh Capital Management, Inc.’s Form 13F-HR filing with the SEC under CIK 1631775.
AI Fund Analysis
Diversifying
$AAPL
$MSFT
$COST
$GOOG
$ORCL
$BAHSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 76.1#112
Quality
$8.2M32,302 sh - 83.7#15
Quality
$7.3M19,815 sh - 67.0#489
Quality
$5.6M5,649 sh - 80.2
Quality
$5.1M17,874 sh - 67.2
Quality
$4.3M29,460 sh - 64.5
Quality
$4.3M9,033 sh iShares iBonds Dec 2028 Term C
—Quality
$3.5M138,850 sh- 77.6
Quality
$3.4M40,000 sh - 80.2
Quality
$3.3M11,340 sh - 73.2
Quality
$3.2M10,710 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $8.2M | 32,302 |
| MICROSOFT CORP$MSFT | 83.7#15 | $7.3M | 19,815 |
| COSTCO WHOLESALE CORP /NEW$COST | 67.0#489 | $5.6M | 5,649 |
| Alphabet Inc.$GOOG | 80.2 | $5.1M | 17,874 |
| ORACLE CORP$ORCL | 67.2 | $4.3M | 29,460 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $4.3M | 9,033 |
| iShares iBonds Dec 2028 Term C | — | $3.5M | 138,850 |
 GLOBUS MEDICAL INC$GMED | 77.6 | $3.4M | 40,000 |
 Alphabet Inc.$GOOGL | 80.2 | $3.3M | 11,340 |
 AMERICAN EXPRESS CO$AXP | 73.2 | $3.2M | 10,710 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Godshalk Welsh Capital Management, Inc.'s 129 positions.
Showing top 10 of 129 holdings.
Sector Allocation
Technology
$44.7M
Other
$41.9M
Financials
$22.3M
Consumer Discretionary
$19.0M
Healthcare
$15.1M
Energy
$6.8M
Utilities
$6.5M
Consumer Staples
$5.3M
Full Holdings — Godshalk Welsh Capital Management, Inc. (Q1 2026)
All 129 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $8.2M | 4.8% | -1% | 76.1 |
| 2 | $MSFT | MICROSOFT CORP | $7.3M | 4.3% | -1% | 83.7 |
| 3 | $COST | COSTCO WHOLESALE CORP /NEW | $5.6M | 3.3% | -0% | 67 |
| 4 | $GOOG | Alphabet Inc. | $5.1M | 3.0% | -1% | 80.2 |
| 5 | $ORCL | ORACLE CORP | $4.3M | 2.5% | -1% | 67.2 |
| 6 | $BRK.B | BERKSHIRE HATHAWAY INC | $4.3M | 2.5% | -5% | 64.5 |
| 7 | — | iShares iBonds Dec 2028 Term C | $3.5M | 2.0% | +13% | — |
| 8 | $GMED | GLOBUS MEDICAL INC | $3.4M | 2.0% | +0% | 77.6 |
| 9 | $GOOGL | Alphabet Inc. | $3.3M | 1.9% | +0% | 80.2 |
| 10 | $AXP | AMERICAN EXPRESS CO | $3.2M | 1.9% | -1% | 73.2 |
| 11 |  $INTU | INTUIT INC. | $3.2M | 1.9% | -1% | 82 |
| 12 | — | iShares Russell 2000 Index | $3.2M | 1.8% | -0% | — |
| 13 | — | iShares iBonds Dec 2029 Term C | $3.1M | 1.8% | +33% | — |
| 14 | — | iShares iBonds Dec 2027 Term C | $3.0M | 1.8% | +12% | — |
| 15 |  $WRB | BERKLEY W R CORP | $3.0M | 1.7% | -0% | 71.8 |
| 16 |  $JNJ | JOHNSON & JOHNSON | $2.9M | 1.7% | -2% | 72.8 |
| 17 |  $IVZ | Invesco Ltd. | $2.9M | 1.7% | +3% | — |
| 18 |  $CSCO | CISCO SYSTEMS, INC. | $2.9M | 1.7% | -1% | 72.3 |
| 19 |  $JPM | JPMORGAN CHASE & CO | $2.8M | 1.6% | -1% | 35.6 |
| 20 | — | iShares Core MSCI EAFE | $2.5M | 1.5% | +1% | — |
| 21 | — | Fidelity High Dividend | $2.2M | 1.3% | +8% | — |
| 22 | — | iShares iBonds Dec 2026 Term C | $2.2M | 1.3% | +7% | — |
| 23 |  $CVX | CHEVRON CORP | $2.2M | 1.3% | -0% | 54.7 |
| 24 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.1M | 1.3% | -1% | 68.4 |
| 25 | — | iShares iBonds Dec 2030 Term C | $2.1M | 1.2% | +54% | — |
| 26 |  $PG | PROCTER & GAMBLE Co | $2.1M | 1.2% | +0% | 72.9 |
| 27 |  $TJX | TJX COMPANIES INC /DE/ | $2.0M | 1.1% | +2% | 70.7 |
| 28 |  $WM | WASTE MANAGEMENT INC | $1.9M | 1.1% | -3% | 70.7 |
| 29 |  $HD | HOME DEPOT, INC. | $1.8M | 1.1% | -1% | 69.2 |
| 30 |  $GLW | CORNING INC /NY | $1.8M | 1.1% | -1% | 72.7 |
| 31 |  $VLO | VALERO ENERGY CORP/TX | $1.8M | 1.0% | -1% | 51.4 |
| 32 |  $LOW | LOWES COMPANIES INC | $1.8M | 1.0% | -1% | 63.5 |
| 33 | $BAH | Booz Allen Hamilton Holding Corp | $1.7M | 1.0% | +5% | 65.5 |
| 34 |  $WMT | Walmart Inc. | $1.7M | 1.0% | +2% | 63.2 |
| 35 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.6M | 0.9% | +0% | 77.9 |
| 36 |  $SYY | SYSCO CORP | $1.6M | 0.9% | -0% | 58.4 |
| 37 |  $RTX | RTX Corp | $1.6M | 0.9% | -2% | 70 |
| 38 |  $PAYX | PAYCHEX INC | $1.5M | 0.9% | -4% | 75.1 |
| 39 | — | Vanguard Div Appreciation | $1.4M | 0.8% | +0% | — |
| 40 |  $MRK | Merck & Co., Inc. | $1.4M | 0.8% | -3% | 70.9 |
| 41 | — | iShares Short Term Nat Muni Bd | $1.4M | 0.8% | -6% | — |
| 42 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.4M | 0.8% | +1% | — |
| 43 |  $PEP | PEPSICO INC | $1.3M | 0.8% | -0% | 62.7 |
| 44 | — | iShares iBonds Dec 2031 Term C | $1.3M | 0.8% | +226% | — |
| 45 |  $PSX | Phillips 66 | $1.3M | 0.8% | -0% | 47.6 |
| 46 |  $ECL | ECOLAB INC. | $1.3M | 0.8% | -2% | 64.3 |
| 47 | — | iShares Core Moderate Allocati | $1.3M | 0.8% | +25% | — |
| 48 |  $MCD | MCDONALDS CORP | $1.3M | 0.7% | +0% | 73.9 |
| 49 | — | iShares National Muni | $1.2M | 0.7% | -6% | — |
| 50 |  $SPY | SPDR S&P 500 ETF TRUST | $1.2M | 0.7% | +0% | — |
| 51 |  $SBUX | STARBUCKS CORP | $1.2M | 0.7% | +1% | 54.6 |
| 52 | — | iShares iBonds Dec 2028 Term M | $1.2M | 0.7% | +33% | — |
| 53 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $1.2M | 0.7% | -0% | 66.5 |
| 54 | — | iShares iBonds Dec 2029 Term M | $1.2M | 0.7% | +47% | — |
| 55 |  $BX | Blackstone Inc. | $1.2M | 0.7% | -0% | 68 |
| 56 |  $COP | CONOCOPHILLIPS | $1.1M | 0.7% | +0% | 74.8 |
| 57 |  $V | VISA INC. | $1.1M | 0.7% | -1% | 83.5 |
| 58 |  $ABBV | AbbVie Inc. | $1.1M | 0.7% | -2% | 59.3 |
| 59 | — | iShares iBonds Dec 2027 Term M | $1.1M | 0.6% | +17% | — |
| 60 |  $CSX | CSX CORP | $1.1M | 0.6% | +0% | 66.4 |
| 61 |  $BDX | BECTON DICKINSON & CO | $1.1M | 0.6% | +9% | 50.7 |
| 62 |  $IDA | IDACORP INC | $1.0M | 0.6% | +0% | 62.6 |
| 63 | — | iShares iBonds Dec 2026 Term M | $961,125 | 0.6% | +15% | — |
| 64 |  $ZTS | Zoetis Inc. | $926,175 | 0.5% | -1% | 72.6 |
| 65 |  $YUM | YUM BRANDS INC | $922,774 | 0.5% | -0% | 71.7 |
| 66 |  $UBER | Uber Technologies, Inc | $920,704 | 0.5% | -2% | 79.3 |
| 67 | — | iShares Russell Top 200 Growth | $898,064 | 0.5% | +0% | — |
| 68 |  $NEE | NEXTERA ENERGY INC | $850,781 | 0.5% | -5% | 71.7 |
| 69 |  $RPM | RPM INTERNATIONAL INC/DE/ | $830,487 | 0.5% | -2% | 57.3 |
| 70 | — | iShares iBonds Dec 2030 Term M | $826,560 | 0.5% | +14% | — |
| 71 |  $AMT | AMERICAN TOWER CORP /MA/ | $809,400 | 0.5% | -17% | 69.8 |
| 72 | — | Vanguard REIT | $717,140 | 0.4% | +0% | — |
| 73 |  $CI | Cigna Group | $708,221 | 0.4% | +0% | 66.8 |
| 74 |  $HON | HONEYWELL INTERNATIONAL INC | $691,652 | 0.4% | +3% | 65.7 |
| 75 |  $LMT | LOCKHEED MARTIN CORP | $664,829 | 0.4% | +0% | 65 |
| 76 | — | iShares Core S&P US Growth | $659,993 | 0.4% | +0% | — |
| 77 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $655,099 | 0.4% | -4% | — |
| 78 |  $DGX | QUEST DIAGNOSTICS INC | $641,835 | 0.4% | -1% | 69.1 |
| 79 | — | iShares Core Growth Allocation | $617,207 | 0.4% | +1% | — |
| 80 |  $SOLS | Solstice Advanced Materials Inc. | $615,982 | 0.4% | +10% | — |
| 81 | — | SPDR Portfolio High Yield Bond | $612,150 | 0.3% | +0% | — |
| 82 |  $CL | COLGATE PALMOLIVE CO | $597,462 | 0.3% | -2% | 72.4 |
| 83 |  $MDLZ | Mondelez International, Inc. | $580,723 | 0.3% | -14% | 53.9 |
| 84 |  $MMM | 3M CO | $546,065 | 0.3% | +0% | 60.7 |
| 85 |  $UNH | UNITEDHEALTH GROUP INC | $526,298 | 0.3% | +0% | 66.8 |
| 86 |  $WCN | Waste Connections, Inc. | $514,935 | 0.3% | +0% | — |
| 87 | — | iShares MSCI EmergMkt Min Vol | $504,894 | 0.3% | +0% | — |
| 88 |  $WAT | WATERS CORP /DE/ | $495,837 | 0.3% | NEW | 69.9 |
| 89 |  $MA | Mastercard Inc | $479,674 | 0.3% | +0% | 81.7 |
| 90 |  $WTRG | Essential Utilities, Inc. | $460,528 | 0.3% | -39% | 70.9 |
| 91 |  $ED | CONSOLIDATED EDISON INC | $455,550 | 0.3% | -2% | 71.6 |
| 92 |  $AMGN | AMGEN INC | $452,127 | 0.3% | +0% | 79.5 |
| 93 |  $CAVA | CAVA GROUP, INC. | $446,973 | 0.3% | +0% | 62.7 |
| 94 |  $XOM | EXXON MOBIL CORP | $436,875 | 0.3% | +0% | 61.8 |
| 95 | — | iShares iBonds Dec 2031 Term M | $436,337 | 0.3% | +70% | — |
| 96 |  $NOK | NOKIA CORP | $435,782 | 0.3% | +0% | — |
| 97 |  $LH | LABCORP HOLDINGS INC. | $418,892 | 0.2% | +0% | 54.8 |
| 98 |  $EBAY | EBAY INC | $391,386 | 0.2% | +0% | 69.3 |
| 99 | — | iShares MSCI EAFE Index | $388,520 | 0.2% | +0% | — |
| 100 |  $MET | METLIFE INC | $381,888 | 0.2% | -2% | 73.9 |
| 101 |  $AWK | American Water Works Company, Inc. | $370,845 | 0.2% | -7% | 61.7 |
| 102 |  $TGT | TARGET CORP | $363,600 | 0.2% | -6% | 53.1 |
| 103 |  $RSG | REPUBLIC SERVICES, INC. | $355,908 | 0.2% | +0% | 72 |
| 104 | — | Vgd Consumer Discretionary | $342,874 | 0.2% | +0% | — |
| 105 | — | Vanguard Total Stock Mkt | $322,787 | 0.2% | +0% | — |
| 106 |  $ABT | ABBOTT LABORATORIES | $320,844 | 0.2% | +0% | 67 |
| 107 |  $UNP | UNION PACIFIC CORP | $315,406 | 0.2% | +0% | 74 |
| 108 | — | Vanguard Info Technology | $300,020 | 0.2% | +0% | — |
| 109 |  $KO | COCA COLA CO | $296,595 | 0.2% | +0% | 74 |
| 110 |  $MAS | MASCO CORP /DE/ | $295,813 | 0.2% | +0% | 59.9 |
| 111 |  $BHP | BHP Group Ltd | $294,597 | 0.2% | +0% | — |
| 112 |  $ABNB | Airbnb, Inc. | $284,761 | 0.2% | +0% | 70.1 |
| 113 |  $MKL | MARKEL GROUP INC. | $283,282 | 0.2% | +20% | 68.2 |
| 114 | — | Vgd Int Term Bond Index Fund | $276,845 | 0.2% | +3% | — |
| 115 |  $META | Meta Platforms, Inc. | $264,054 | 0.1% | +3% | 80.9 |
| 116 | — | Schwab US Small Cap | $255,904 | 0.1% | +0% | — |
| 117 |  $ADI | ANALOG DEVICES INC | $254,512 | 0.1% | +0% | 76.2 |
| 118 |  $COF | CAPITAL ONE FINANCIAL CORP | $244,456 | 0.1% | +51% | 71 |
| 119 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $242,390 | 0.1% | +0% | 66.7 |
| 120 |  $SO | SOUTHERN CO | $241,300 | 0.1% | +0% | 65.1 |
| 121 |  $CB | Chubb Ltd | $241,188 | 0.1% | +0% | — |
| 122 |  $CTVA | Corteva, Inc. | $238,741 | 0.1% | NEW | 48.4 |
| 123 |  $HLT | Hilton Worldwide Holdings Inc. | $235,662 | 0.1% | +0% | 73.1 |
| 124 |  $HSY | HERSHEY CO | $228,679 | 0.1% | +0% | 59.4 |
| 125 |  $CLX | CLOROX CO /DE/ | $225,395 | 0.1% | +0% | 63.5 |
| 126 |  $VZ | VERIZON COMMUNICATIONS INC | $222,537 | 0.1% | NEW | 71.6 |
| 127 |  $Q | Qnity Electronics, Inc. | $221,991 | 0.1% | NEW | — |
| 128 |  $SPG | SIMON PROPERTY GROUP INC. | $209,846 | 0.1% | +0% | 76.9 |
| 129 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $209,728 | 0.1% | NEW | 75.4 |
New Positions (5)
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