Godshalk Welsh Capital Management, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$172.5M
Q ending 2026-03-31
Prior quarter
$175.1M
Q ending 2025-12-31
Change
-1.5% QoQ · +12.8% YoY
Positions
129
reported holdings
Largest positions
Top 100 of 129 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $8.2M | 32K |
| Microsoft Corporation | MSFT | Shares | $7.3M | 20K |
| Costco Wholesale Corp | COST | Shares | $5.6M | 6K |
| Alphabet Inc Cl A | GOOGL | Shares | $5.1M | 18K |
| Oracle Corp | ORCL | Shares | $4.3M | 29K |
| Berkshire Hathaway Inc Cl B | BRK/B | Shares | $4.3M | 9K |
| Ishares Ibonds Dec 2028 Term C | IBDT | Shares | $3.5M | 139K |
| Globus Medical Inc A | GMED | Shares | $3.4M | 40K |
| Alphabet Inc Cl C | GOOG | Shares | $3.3M | 11K |
| American Express | AXP | Shares | $3.2M | 11K |
| Intuit Inc | INTU | Shares | $3.2M | 7K |
| Ishares Russell 2000 Index | IWM | Shares | $3.2M | 13K |
| Ishares Ibonds Dec 2029 Term C | IBDU | Shares | $3.1M | 133K |
| Ishares Ibonds Dec 2027 Term C | IBDS | Shares | $3.0M | 125K |
| Wr Berkley Corp | WRB | Shares | $3.0M | 45K |
| Johnson & Johnson | JNJ | Shares | $2.9M | 12K |
| Invesco S&P 500 Eq Wt | RSP | Shares | $2.9M | 15K |
| Cisco Systems Inc | CSCO | Shares | $2.9M | 37K |
| Jp Morgan Chase & Co | JPM | Shares | $2.8M | 9K |
| Ishares Core Msci Eafe | IEFA | Shares | $2.5M | 28K |
| Fidelity High Dividend | FDVV | Shares | $2.2M | 40K |
| Ishares Ibonds Dec 2026 Term C | IBDR | Shares | $2.2M | 90K |
| Chevron Corp | CVX | Shares | $2.2M | 10K |
| Bank Of America Corp | BAC | Shares | $2.1M | 44K |
| Ishares Ibonds Dec 2030 Term C | IBDV | Shares | $2.1M | 95K |
| Procter & Gamble | PG | Shares | $2.1M | 14K |
| Tjx Companies Inc | TJX | Shares | $2.0M | 12K |
| Waste Management Inc | WM | Shares | $1.9M | 8K |
| Home Depot Inc | HD | Shares | $1.8M | 6K |
| Corning Inc | GLW | Shares | $1.8M | 13K |
| Valero Energy Corp | VLO | Shares | $1.8M | 7K |
| Lowes Companies Inc | LOW | Shares | $1.8M | 7K |
| T Rowe Price Capital Apprec Eq | TCAF | Shares | $1.7M | 49K |
| Walmart Inc | WMT | Shares | $1.7M | 14K |
| Automatic Data Processing | ADP | Shares | $1.6M | 8K |
| Sysco Corporation | SYY | Shares | $1.6M | 23K |
| Rtx Corp | RTX | Shares | $1.6M | 8K |
| Paychex Inc | PAYX | Shares | $1.5M | 17K |
| Vanguard Div Appreciation | VIG | Shares | $1.4M | 7K |
| Merck & Co | MRK | Shares | $1.4M | 12K |
| Ishares Short Term Nat Muni Bd | SUB | Shares | $1.4M | 13K |
| Taiwan Semiconductor Mfg Adr | TSM | Shares | $1.4M | 4K |
| Pepsico Inc | PEP | Shares | $1.3M | 8K |
| Ishares Ibonds Dec 2031 Term C | IBDW | Shares | $1.3M | 62K |
| Phillips 66 | PSX | Shares | $1.3M | 7K |
| Ecolab Inc | ECL | Shares | $1.3M | 5K |
| Ishares Core Moderate Allocati | AOM | Shares | $1.3M | 27K |
| Mcdonalds Corp | MCD | Shares | $1.3M | 4K |
| Ishares National Muni | MUB | Shares | $1.2M | 12K |
| Spdr S&P 500 | SPY | Shares | $1.2M | 2K |
| Starbucks Corp | SBUX | Shares | $1.2M | 14K |
| Ishares Ibonds Dec 2028 Term M | IBMQ | Shares | $1.2M | 47K |
| L3Harris Technologies Inc | LHX | Shares | $1.2M | 3K |
| Ishares Ibonds Dec 2029 Term M | IBMR | Shares | $1.2M | 46K |
| Blackstone Group Inc | BX | Shares | $1.2M | 10K |
| Conocophillips | COP | Shares | $1.1M | 9K |
| Visa Inc | V | Shares | $1.1M | 4K |
| Abbvie Inc | ABBV | Shares | $1.1M | 5K |
| Ishares Ibonds Dec 2027 Term M | IBMP | Shares | $1.1M | 43K |
| Csx Corp | CSX | Shares | $1.1M | 26K |
| Becton Dickinson & Co | BDX | Shares | $1.1M | 7K |
| Idacorp Incorporated | IDA | Shares | $1.0M | 7K |
| Ishares Ibonds Dec 2026 Term M | IBMO | Shares | $961K | 38K |
| Zoetis Inc | ZTS | Shares | $926K | 8K |
| Yum! Brands Inc | YUM | Shares | $923K | 6K |
| Uber Technologies Inc | UBER | Shares | $921K | 13K |
| Ishares Russell Top 200 Growth | IWY | Shares | $898K | 4K |
| Nextera Energy Inc | NEE | Shares | $851K | 9K |
| Rpm International | RPM | Shares | $830K | 8K |
| Ishares Ibonds Dec 2030 Term M | IBMS | Shares | $827K | 32K |
| American Tower Corp | AMT | Shares | $809K | 5K |
| Vanguard Reit | VNQ | Shares | $717K | 8K |
| Cigna Corp | Shares | $708K | 3K | |
| Honeywell International Inc | HONGBP | Shares | $692K | 3K |
| Lockheed Martin Corp | LMT | Shares | $665K | 1K |
| Ishares Core S&P Us Growth | IUSG | Shares | $660K | 4K |
| Invesco Qqq Trust | QQQ | Shares | $655K | 1K |
| Quest Diagnostics Inc | DGX | Shares | $642K | 3K |
| Ishares Core Growth Allocation | AOR | Shares | $617K | 10K |
| Solstice Advanced Materials In | SOLS | Shares | $616K | 8K |
| Spdr Portfolio High Yield Bond | SPHY | Shares | $612K | 26K |
| Colgate-Palmolive Co | CL | Shares | $597K | 7K |
| Mondelez Intl Inc Cl A | MDLZ | Shares | $581K | 10K |
| 3M Co | MMM | Shares | $546K | 4K |
| Unitedhealth Group Inc | UNH | Shares | $526K | 2K |
| Waste Connections Inc | WCN | Shares | $515K | 3K |
| Ishares Msci Emergmkt Min Vol | EEMV | Shares | $505K | 8K |
| Waters Corp | WAT | Shares | $496K | 2K |
| Mastercard Inc | MA | Shares | $480K | 960 |
| Essential Utilities Inc | WTRG | Shares | $461K | 11K |
| Consolidated Edison Inc | ED | Shares | $456K | 4K |
| Amgen Inc | AMGN | Shares | $452K | 1K |
| Cava Group Inc | CAVA | Shares | $447K | 6K |
| Exxon Mobil Corp | XOM | Shares | $437K | 3K |
| Ishares Ibonds Dec 2031 Term M | IBMT | Shares | $436K | 17K |
| Applied Materials Inc | NOK | Shares | $436K | 1K |
| Labcorp Hldgs Inc. | Shares | $419K | 2K | |
| Ebay Inc | EBAY | Shares | $391K | 4K |
| Ishares Msci Eafe Index | EFA | Shares | $389K | 4K |
| Metlife Inc | MET | Shares | $382K | 5K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.