Institutional Manager · CIK 0001631775
Godshalk Welsh Capital Management, Inc.
RADNOR, PA · File #028-16414
Latest AUM
$175.1M
Positions
132
Top-10 Concentration
42.2%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025132 pos · $175.1M
- 13F HOLDINGS REPORTQ/E Sep 2025131 pos · $174.3M
- 13F HOLDINGS REPORTQ/E Jun 2025130 pos · $162.3M
- 13F HOLDINGS REPORTQ/E Mar 2025121 pos · $152.9M
- 13F HOLDINGS REPORTQ/E Dec 2024120 pos · $154.9M
- 13F HOLDINGS REPORTQ/E Sep 2024124 pos · $158.2M
- 13F HOLDINGS REPORTQ/E Jun 2024119 pos · $150.0M
- 13F HOLDINGS REPORTQ/E Mar 2024121 pos · $148.8M
- 13F HOLDINGS REPORTQ/E Dec 2023114 pos · $132.5M
- 13F HOLDINGS REPORTQ/E Sep 2023116 pos · $145.2M
- 13F HOLDINGS REPORTQ/E Jun 2023118 pos · $141.6M
- 13F HOLDINGS REPORTQ/E Mar 2023113 pos · $137.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Microsoft Corporation | MSFT | 20,075 | $9.7M | 7.37% |
| 2 | Apple Inc | AAPL | 32,667 | $8.9M | 6.74% |
| 3 | Oracle Corp | ORCL-PD | 29,710 | $5.8M | 4.39% |
| 4 | Alphabet Inc Cl A | GOOG | 18,015 | $5.6M | 4.28% |
| 5 | Intuit Inc | INTU | 7,425 | $4.9M | 3.73% |
| 6 | Costco Wholesale Corp | 22160K105 | 5,676 | $4.9M | 3.71% |
| 7 | Berkshire Hathaway Inc Cl B | BRK-A | 9,558 | $4.8M | 3.64% |
| 8 | American Express | AXP | 10,795 | $4.0M | 3.03% |
| 9 | Alphabet Inc Cl C | GOOG | 11,340 | $3.6M | 2.70% |
| 10 | Globus Medical Inc A | GMED | 40,000 | $3.5M | 2.65% |
| 11 | WR Berkley Corp | WRB-PH | 45,270 | $3.2M | 2.41% |
| 12 | iShares Russell 2000 Index | 464287655 | 12,747 | $3.1M | 2.38% |
| 13 | iShares iBonds Dec 2028 Term C | 46435U515 | 123,000 | $3.1M | 2.38% |
| 14 | JP Morgan Chase & Co | VYLD | 9,580 | $3.1M | 2.34% |
| 15 | Cisco Systems Inc | CSCO | 37,320 | $2.9M | 2.18% |
| 16 | Invesco S&P 500 Eq Wt | IVZ | 14,588 | $2.8M | 2.12% |
| 17 | iShares iBonds Dec 2027 Term C | 46435UAA9 | 111,625 | $2.7M | 2.06% |
| 18 | Johnson & Johnson | JNJ | 12,041 | $2.5M | 1.89% |
| 19 | iShares Core MSCI EAFE | 46432F842 | 27,765 | $2.5M | 1.88% |
| 20 | Bank of America Corp | 060505104 | 44,320 | $2.4M | 1.85% |