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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 Q4 2025 · Filed February 12, 2026 · Accession 0001631775-26-000001

Total Value
$175.1M
Positions
132
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (132)

#IssuerTicker / CUSIPSharesValue% of Filing
1Microsoft CorporationMSFT20,075$9.7M5.54%
2Apple IncAAPL32,667$8.9M5.07%
3Oracle CorpORCL-PD29,710$5.8M3.31%
4Alphabet Inc Cl AGOOG18,015$5.6M3.22%
5Intuit IncINTU7,425$4.9M2.81%
6Costco Wholesale Corp22160K1055,676$4.9M2.80%
7Berkshire Hathaway Inc Cl BBRK-A9,558$4.8M2.74%
8American ExpressAXP10,795$4.0M2.28%
9Alphabet Inc Cl CGOOG11,340$3.6M2.03%
10Globus Medical Inc AGMED40,000$3.5M1.99%
11WR Berkley CorpWRB-PH45,270$3.2M1.81%
12iShares Russell 2000 Index46428765512,747$3.1M1.79%
13iShares iBonds Dec 2028 Term C46435U515123,000$3.1M1.79%
14JP Morgan Chase & CoVYLD9,580$3.1M1.76%
15Cisco Systems IncCSCO37,320$2.9M1.64%
16Invesco S&P 500 Eq WtIVZ14,588$2.8M1.60%
17iShares iBonds Dec 2027 Term C46435UAA9111,625$2.7M1.55%
18Johnson & JohnsonJNJ12,041$2.5M1.42%
19iShares Core MSCI EAFE46432F84227,765$2.5M1.42%
20Bank of America Corp06050510444,320$2.4M1.39%
21iShares iBonds Dec 2029 Term C46436E20599,900$2.3M1.34%
22Fidelity High Dividend31609284037,109$2.1M1.20%
23Procter & Gamble74271810914,345$2.1M1.17%
24Automatic Data ProcessingADP7,975$2.1M1.17%
25iShares iBonds Dec 2026 Term C46435GAA084,375$2.0M1.17%
26Paychex IncPAYX17,380$1.9M1.11%
27Home Depot IncHD5,659$1.9M1.11%
28Waste Management Inc94106L1098,740$1.9M1.10%
29TJX Companies Inc87254010912,250$1.9M1.07%
30Lowes Companies Inc5486611077,540$1.8M1.04%
31T Rowe Price Capital Apprec Eq87283Q86746,525$1.8M1.02%
32Sysco CorporationSYY22,690$1.7M0.95%
33Chevron CorpCVX10,500$1.6M0.91%
34Blackstone Group IncBX10,020$1.5M0.88%
35RTX CorpRTX8,221$1.5M0.86%
36Walmart IncWMT13,380$1.5M0.85%
37iShares Short Term Nat Muni Bd46428815813,950$1.5M0.85%
38Vanguard Div Appreciation9219088446,614$1.5M0.83%
39iShares iBonds Dec 2030 Term C46436E72661,600$1.4M0.78%
40Visa IncV3,780$1.3M0.76%
41iShares National Muni46428841412,250$1.3M0.75%
42Ecolab IncECL4,960$1.3M0.74%
43Merck & CoMRK12,205$1.3M0.73%
44SPDR S&P 500SPY1,875$1.3M0.73%
45McDonalds CorpMCD4,110$1.3M0.72%
46Taiwan Semiconductor Mfg ADR8740391004,060$1.2M0.70%
47Pepsico IncPEP8,425$1.2M0.69%
48AbbVie IncABBV5,281$1.2M0.69%
49Becton Dickinson & CoBDX6,165$1.2M0.68%
50Valero Energy CorpVLO7,325$1.2M0.68%
51Corning IncGLW13,575$1.2M0.68%
52Starbucks CorpSBUX13,500$1.1M0.65%
53Uber Technologies IncUBER13,035$1.1M0.61%
54iShares Core Moderate Allocati46428987521,799$1.0M0.59%
55Nestle SA ADR64106940610,250$1.0M0.58%
56L3Harris Technologies IncLHX3,440$1.0M0.58%
57Zoetis IncZTS7,950$1.0M0.57%
58iShares Russell Top 200 Growth4642894383,609$999,4760.57%
59American Tower Corp03027X1005,675$996,3600.57%
60CSX CorpCSX25,890$938,5130.54%
61IdaCorp IncorporatedIDA7,336$928,4440.53%
62iShares iBonds Dec 2027 Term M46435U28336,300$921,6570.53%
63Phillips 66PSX7,125$919,4100.53%
64iShares iBonds Dec 2028 Term M46435U32535,300$902,7980.52%
65YUM! Brands IncYUM5,955$900,8720.51%
66RPM International7496851038,555$889,7200.51%
67iShares iBonds Dec 2026 Term M46435U25932,500$833,2030.48%
68ConocoPhillipsCOP8,680$812,5350.46%
69iShares iBonds Dec 2029 Term M46436E16331,300$795,9590.45%
70NextEra Energy IncNEE-PW9,660$775,5050.44%
71iShares iBonds Dec 2030 Term M46438G68728,100$732,2860.42%
72Cigna CorpCI2,655$730,7360.42%
73Invesco QQQ TrustIVZ1,185$727,9570.42%
74Essential Utilities Inc29670G10218,711$717,7540.41%
75Vanguard REIT9229085538,085$715,4420.41%
76iShares Core S&P US Growth4642876714,255$714,5850.41%
77UnitedHealth Group IncUNH1,945$642,0640.37%
78Mondelez Intl Inc Cl A60920710511,725$631,1570.36%
79SPDR Portfolio High Yield Bond78468R60626,250$621,3380.35%
80iShares Core Growth Allocation4642898679,464$615,2810.35%
813M CoMMM3,760$601,9760.34%
82Honeywell International Inc4385161062,960$577,4660.33%
83Quest Diagnostics IncDGX3,300$572,6490.33%
84Colgate-Palmolive CoCL7,160$565,7830.32%
85Waste Connections IncWCN3,170$555,8910.32%
86Mastercard IncMA960$548,0450.31%
87Lockheed Martin CorpLMT1,100$532,0370.30%
88iShares MSCI EmergMkt Min Vol4642865337,800$499,5120.29%
89MetLife IncMET-PF5,500$434,1700.25%
90Amgen IncAMGN1,285$420,5930.24%
91Consolidated Edison IncED4,125$409,6950.23%
92iShares iBonds Dec 2031 Term C46436E48619,050$402,9080.23%
93Labcorp Hldgs Inc.50540R4091,570$393,8820.22%
94Abbott LaboratoriesABLZF3,125$391,5310.22%
95iShares MSCI EAFE Index4642874654,000$384,1200.22%
96American Water Works Inc0304201032,925$381,7130.22%
97Vgd Consumer Discretionary92204A108955$376,1940.21%
98eBay IncEBAY4,300$374,5300.21%
99Solstice Advanced Materials In83443Q1037,337$356,4310.20%
100Republic Services Inc7607591001,625$344,3860.20%
101Vanguard Total Stock Mkt9229087691,006$337,2930.19%
102Applied Materials IncNOKBF1,275$327,6620.19%
103Cava Group IncCAVA5,525$324,2620.19%
104Vanguard Info Technology92204A702430$324,1250.19%
105Target CorporationTGT3,200$312,8000.18%
106Adobe Systems IncADBE890$311,4910.18%
107Masco CorpMAS4,900$310,9540.18%
108Exxon Mobil CorpXOM2,575$309,8760.18%
109Airbnb IncABNB2,255$306,0490.17%
110Union Pacific CorpUNP1,300$300,7160.17%
111IBM CorpINTR1,000$296,2100.17%
112Coca-Cola CompanyKO3,900$272,6490.16%
113Vgd Int Term Bond Index Fund9219378193,483$271,2610.15%
114Markel CorpMKL123$264,4070.15%
115iShares iBonds Dec 2031 Term M46438G35610,000$259,5000.15%
116Vanguard Short Term Bond Index9219378273,261$257,0310.15%
117Schwab US Small Cap8085246078,800$250,6240.14%
118BHP Billiton Ltd ADRBHPLF4,050$244,4990.14%
119Lilly Eli & CoLLY225$241,8030.14%
120Chubb LimitedCB740$230,9690.13%
121Danaher Corp2358511021,000$228,9200.13%
122Hilton Worldwide HldgsHLT775$222,6190.13%
123Clorox CompanyCLX2,175$219,3050.13%
124Elevance HealthELV625$219,0940.13%
125Southern CompanySOMN2,500$218,0000.12%
126Analog Devices IncADI800$216,9600.12%
127Capital One Financial (DH)14040H105885$214,4890.12%
128Simon Property Group8288061091,125$208,2490.12%
129Stantec IncSTN2,200$207,5920.12%
130Hershey CompanyHSY1,100$200,1780.11%
131Emerson Electric CoEMR1,400$185,8080.11%
132Invesco PreferredIVZ14,900$167,4760.10%