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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Godshalk Welsh Capital Management, Inc.

Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001631775-25-000006

Total Value
$174.3M
Positions
131
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (131)

#IssuerTicker / CUSIPSharesValue% of Filing
1Microsoft CorporationMSFT20,330$10.5M6.04%
2Apple IncAAPL33,327$8.5M4.87%
3Oracle CorpORCL-PD29,725$8.4M4.80%
4Costco Wholesale Corp22160K1055,778$5.3M3.07%
5Intuit IncINTU7,475$5.1M2.93%
6Berkshire Hathaway Inc Cl BBRK-A9,668$4.9M2.79%
7Alphabet Inc Cl AGOOG18,345$4.5M2.56%
8American ExpressAXP11,185$3.7M2.13%
9WR Berkley CorpWRB-PH45,919$3.5M2.02%
10iShares Russell 2000 Index46428765512,762$3.1M1.77%
11JP Morgan Chase & CoVYLD9,690$3.1M1.75%
12Globus Medical Inc AGMED50,000$2.9M1.64%
13Alphabet Inc Cl CGOOG11,340$2.8M1.58%
14Invesco S&P 500 Eq WtIVZ14,082$2.7M1.53%
15iShares iBonds Dec 2028 Term C46435U515101,600$2.6M1.49%
16Cisco Systems IncCSCO37,445$2.6M1.47%
17iShares iBonds Dec 2027 Term C46435UAA9101,750$2.5M1.42%
18iShares Core MSCI EAFE46432F84227,714$2.4M1.39%
19Automatic Data ProcessingADP7,975$2.3M1.34%
20Bank of America Corp06050510445,220$2.3M1.34%
21Home Depot IncHD5,669$2.3M1.32%
22Johnson & JohnsonJNJ12,041$2.2M1.28%
23Procter & Gamble74271810914,345$2.2M1.26%
24Paychex IncPAYX17,380$2.2M1.26%
25Fidelity High Dividend31609284036,060$2.0M1.15%
26Waste Management Inc94106L1098,790$1.9M1.11%
27Lowes Companies Inc5486611077,665$1.9M1.11%
28iShares iBonds Dec 2026 Term C46435GAA077,150$1.9M1.08%
29Sysco CorporationSYY22,690$1.9M1.07%
30TJX Companies Inc87254010912,490$1.8M1.04%
31Blackstone Group IncBX10,070$1.7M0.99%
32T Rowe Price Capital Apprec Eq87283Q86745,025$1.7M0.97%
33Chevron CorpCVX10,375$1.6M0.92%
34iShares iBonds Dec 2029 Term C46436E20566,450$1.6M0.89%
35iShares Short Term Nat Muni Bd46428815813,625$1.5M0.83%
36Vanguard Div Appreciation9219088446,630$1.4M0.82%
37RTX CorpRTX8,221$1.4M0.79%
38Ecolab IncECL5,020$1.4M0.79%
39Walmart IncWMT13,330$1.4M0.79%
40Visa IncV3,740$1.3M0.73%
41McDonalds CorpMCD4,125$1.3M0.72%
42SPDR S&P 500SPY1,875$1.2M0.72%
43Valero Energy CorpVLO7,325$1.2M0.72%
44AbbVie IncABBV5,306$1.2M0.70%
45Uber Technologies IncUBER12,300$1.2M0.69%
46iShares National Muni46428841411,275$1.2M0.69%
47Zoetis IncZTS8,100$1.2M0.68%
48Pepsico IncPEP8,325$1.2M0.67%
49Becton Dickinson & CoBDX6,175$1.2M0.66%
50American Tower Corp03027X1005,975$1.1M0.66%
51Starbucks CorpSBUX13,500$1.1M0.66%
52Corning IncGLW13,650$1.1M0.64%
53Taiwan Semiconductor Mfg ADR8740391003,930$1.1M0.63%
54L3Harris Technologies IncLHX3,440$1.1M0.60%
55Merck & CoMRK12,355$1.0M0.59%
56RPM International7496851038,555$1.0M0.58%
57Nestle SA ADR64106940610,800$991,1160.57%
58iShares Russell Top 200 Growth4642894383,610$987,8770.57%
59YUM! Brands IncYUM6,480$984,9600.57%
60IdaCorp IncorporatedIDA7,336$969,4520.56%
61Phillips 66PSX7,125$969,1430.56%
62CSX CorpCSX25,890$919,3540.53%
63Essential Utilities Inc29670G10222,961$916,1440.53%
64iShares Core Moderate Allocati46428987517,827$848,2040.49%
65iShares iBonds Dec 2030 Term C46436E72638,100$843,9150.48%
66iShares iBonds Dec 2025 Term C46434VBD133,350$840,0870.48%
67iShares iBonds Dec 2027 Term M46435U28332,300$822,8430.47%
68ConocoPhillipsCOP8,680$821,0410.47%
69Mondelez Intl Inc Cl A60920710513,125$819,9190.47%
70Cigna CorpCI2,655$765,3040.44%
71NextEra Energy IncNEE-PW10,000$754,9000.43%
72iShares iBonds Dec 2028 Term M46435U32529,300$751,2520.43%
73Invesco QQQ TrustIVZ1,235$741,4570.43%
74iShares iBonds Dec 2026 Term M46435U25928,500$731,3100.42%
75Vanguard REIT9229085537,935$725,4180.42%
76iShares Core S&P US Growth4642876714,315$709,9900.41%
77UnitedHealth Group IncUNH2,045$706,1390.41%
78SPDR Portfolio High Yield Bond78468R60627,750$664,3350.38%
79Quest Diagnostics IncDGX3,300$628,9140.36%
80Waste Connections IncWCN3,470$610,0260.35%
81iShares iBonds Dec 2029 Term M46436E16323,800$607,6140.35%
82iShares Core Growth Allocation4642898679,407$605,6010.35%
83Honeywell International Inc4385161062,795$588,3480.34%
843M CoMMM3,760$583,4770.33%
85Colgate-Palmolive CoCL7,160$572,3700.33%
86Lockheed Martin CorpLMT1,100$549,1310.32%
87Mastercard IncMA960$546,0580.31%
88iShares MSCI EmergMkt Min Vol4642865337,800$497,8740.29%
89Invesco PreferredIVZ40,900$474,4400.27%
90MetLife IncMET-PF5,500$453,0350.26%
91Labcorp Hldgs Inc.50540R4091,570$450,6840.26%
92American Water Works Inc0304201033,225$448,8880.26%
93Adobe Systems IncADBE1,235$435,6460.25%
94Abbott LaboratoriesABLZF3,150$421,9110.24%
95Consolidated Edison IncED4,175$419,6710.24%
96Target CorporationTGT4,645$416,6570.24%
97eBay IncEBAY4,300$391,0850.22%
98Republic Services Inc7607591001,700$390,1160.22%
99Vgd Consumer Discretionary92204A108960$380,3040.22%
100iShares MSCI EAFE Index4642874654,000$373,4800.21%
101Amgen IncAMGN1,235$348,5170.20%
102Masco CorpMAS4,900$344,9110.20%
103DuPont de Nemours IncDD4,249$330,9970.19%
104Vanguard Total Stock Mkt9229087691,006$330,0750.19%
105Cava Group IncCAVA5,375$324,7040.19%
106Vanguard Info Technology92204A702430$321,0510.18%
107Union Pacific CorpUNP1,300$307,2810.18%
108Clorox CompanyCLX2,325$286,6730.16%
109Exxon Mobil CorpXOM2,525$284,6940.16%
110IBM CorpINTR1,000$282,1600.16%
111iShares iBonds Dec 2025 Term M46435U43210,000$267,9000.15%
112Vgd Int Term Bond Index Fund9219378193,375$263,5650.15%
113Applied Materials IncNOKBF1,275$261,0440.15%
114Coca-Cola CompanyKO3,900$258,6480.15%
115Airbnb IncABNB2,055$249,5180.14%
116Vanguard Short Term Bond Index9219378273,149$248,4770.14%
117Schwab US Small Cap8085246078,800$245,5200.14%
118BHP Billiton Ltd ADRBHPLF4,300$239,7250.14%
119Stantec IncSTN2,200$237,1600.14%
120Southern CompanySOMN2,500$236,9250.14%
121iShares iBonds Dec 2030 Term M46438G6879,000$234,7200.13%
122Corteva IncCTVA3,252$219,9330.13%
123Markel CorpMKL112$214,0720.12%
124Simon Property Group8288061091,125$211,1290.12%
125Chubb LimitedCB740$208,8650.12%
126Veralto CorpVLTO1,950$207,8900.12%
127Hershey CompanyHSY1,100$205,7550.12%
128Comcast Corp Class ACCZ6,434$202,1560.12%
129Elevance HealthELV625$201,9500.12%
130Hilton Worldwide HldgsHLT775$201,0660.12%
131WideOpenWest Inc96758W10121,500$110,9400.06%