Godshalk Welsh Capital Management, Inc.

Est. AUM

$172.5M

13F long equity, this entity only

Positions

129

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Apple Inc	COM	$8.2M	32302	4.75%	SOLE
2	Microsoft Corporation	COM	$7.3M	19815	4.25%	SOLE
3	Costco Wholesale Corp	COM	$5.6M	5649	3.26%	SOLE
4	Alphabet Inc Cl A	COM	$5.1M	17874	2.98%	SOLE
5	Oracle Corp	COM	$4.3M	29460	2.51%	SOLE
6	Berkshire Hathaway Inc Cl B	COM	$4.3M	9033	2.51%	SOLE
7	iShares iBonds Dec 2028 Term C	ETF	$3.5M	138850	2.04%	SOLE
8	Globus Medical Inc A	COM	$3.4M	40000	2.00%	SOLE
9	Alphabet Inc Cl C	COM	$3.3M	11340	1.89%	SOLE
10	American Express	COM	$3.2M	10710	1.88%	SOLE
11	Intuit Inc	COM	$3.2M	7385	1.85%	SOLE
12	iShares Russell 2000 Index	ETF	$3.2M	12722	1.83%	SOLE
13	iShares iBonds Dec 2029 Term C	ETF	$3.1M	132750	1.79%	SOLE
14	iShares iBonds Dec 2027 Term C	ETF	$3.0M	125335	1.76%	SOLE
15	WR Berkley Corp	COM	$3.0M	45158	1.74%	SOLE
16	Johnson & Johnson	COM	$2.9M	11799	1.67%	SOLE
17	Invesco S&P 500 Eq Wt	ETF	$2.9M	15019	1.67%	SOLE
18	Cisco Systems Inc	COM	$2.9M	37070	1.67%	SOLE
19	JP Morgan Chase & Co	COM	$2.8M	9495	1.62%	SOLE
20	iShares Core MSCI EAFE	ETF	$2.5M	27990	1.47%	SOLE
21	Fidelity High Dividend	ETF	$2.2M	39919	1.28%	SOLE
22	iShares iBonds Dec 2026 Term C	ETF	$2.2M	90025	1.27%	SOLE
23	Chevron Corp	COM	$2.2M	10475	1.26%	SOLE
24	Bank of America Corp	COM	$2.1M	44070	1.25%	SOLE
25	iShares iBonds Dec 2030 Term C	ETF	$2.1M	95100	1.21%	SOLE
26	Procter & Gamble	COM	$2.1M	14345	1.20%	SOLE
27	TJX Companies Inc	COM	$2.0M	12465	1.15%	SOLE
28	Waste Management Inc	COM	$1.9M	8455	1.13%	SOLE
29	Home Depot Inc	COM	$1.8M	5619	1.07%	SOLE
30	Corning Inc	COM	$1.8M	13425	1.06%	SOLE
31	Valero Energy Corp	COM	$1.8M	7250	1.04%	SOLE
32	Lowes Companies Inc	COM	$1.8M	7480	1.02%	SOLE
33	T Rowe Price Capital Apprec Eq	ETF	$1.7M	48875	1.01%	SOLE
34	Walmart Inc	COM	$1.7M	13625	0.98%	SOLE
35	Automatic Data Processing	COM	$1.6M	7975	0.94%	SOLE
36	Sysco Corporation	COM	$1.6M	22650	0.94%	SOLE
37	RTX Corp	COM	$1.6M	8071	0.90%	SOLE
38	Paychex Inc	COM	$1.5M	16655	0.89%	SOLE
39	Vanguard Div Appreciation	ETF	$1.4M	6634	0.83%	SOLE
40	Merck & Co	COM	$1.4M	11785	0.82%	SOLE
41	iShares Short Term Nat Muni Bd	ETF	$1.4M	13050	0.81%	SOLE
42	Taiwan Semiconductor Mfg ADR	ADR	$1.4M	4090	0.80%	SOLE
43	Pepsico Inc	COM	$1.3M	8400	0.76%	SOLE
44	iShares iBonds Dec 2031 Term C	ETF	$1.3M	62050	0.75%	SOLE
45	Phillips 66	COM	$1.3M	7100	0.75%	SOLE
46	Ecolab Inc	COM	$1.3M	4860	0.75%	SOLE
47	iShares Core Moderate Allocati	ETF	$1.3M	27224	0.75%	SOLE
48	McDonalds Corp	COM	$1.3M	4110	0.74%	SOLE
49	iShares National Muni	ETF	$1.2M	11550	0.71%	SOLE
50	SPDR S&P 500	ETF	$1.2M	1875	0.71%	SOLE

1–50 of 129

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.