Godshalk Welsh Capital Management, Inc.
138 holdingsFiling period: 2026-06-30Current AUM: $188.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 32.2K | $9.3M | $10.7M | 5.65% | -125 | 2026-06-30 |
| 2 | MSFT | Microsoft Corporation | 19.7K | $7.4M | $9.8M | 5.19% | -90 | 2026-06-30 |
| 3 | GOOGL | Alphabet Inc Cl A | 17.8K | $6.3M | $6.1M | 3.25% | -105 | 2026-06-30 |
| 4 | COST | Costco Wholesale Corp | 5.7K | $5.3M | $5.1M | 2.71% | +25 | 2026-06-30 |
| 5 | BRK-B | Berkshire Hathaway Inc Cl B | 8.8K | $4.4M | $4.4M | 2.33% | -220 | 2026-06-30 |
| 6 | ORCL | Oracle Corp | 29.4K | $4.3M | $4.1M | 2.18% | -100 | 2026-06-30 |
| 7 | CSCO | Cisco Systems Inc | 36.4K | $4.3M | $4.0M | 2.12% | -675 | 2026-06-30 |
| 8 | GOOG | Alphabet Inc Cl C | 11.3K | $4.0M | $3.9M | 2.05% | -- | 2026-06-30 |
| 9 | IWM | iShares Russell 2000 Index | 12.7K | $3.8M | $3.6M | 1.92% | -2 | 2026-06-30 |
| 10 | IBDT | iShares iBonds Dec 2028 Term C | 144.8K | $3.7M | $3.6M | 1.92% | +6.0K | 2026-06-30 |
| 11 | AXP | American Express | 10.7K | $3.6M | $3.5M | 1.85% | +35 | 2026-06-30 |
| 12 | GLW | Corning Inc | 13.3K | $3.4M | $1.9M | 1.01% | -75 | 2026-06-30 |
| 13 | RSP | Invesco S&P 500 Eq Wt | 15.2K | $3.2M | $3.3M | 1.72% | +186 | 2026-06-30 |
| 14 | WRB | WR Berkley Corp | 45.2K | $3.2M | $3.2M | 1.70% | -- | 2026-06-30 |
| 15 | IBDU | iShares iBonds Dec 2029 Term C | 136.8K | $3.2M | $3.1M | 1.65% | +4.0K | 2026-06-30 |
| 16 | GMED | Globus Medical Inc A | 40.0K | $3.2M | $3.0M | 1.58% | -- | 2026-06-30 |
| 17 | JPM | JP Morgan Chase & Co | 9.4K | $3.1M | $3.3M | 1.75% | -125 | 2026-06-30 |
| 18 | IBDS | iShares iBonds Dec 2027 Term C | 126.6K | $3.1M | $3.1M | 1.62% | +1.3K | 2026-06-30 |
| 19 | JNJ | Johnson & Johnson | 11.7K | $3.0M | $3.1M | 1.66% | -98 | 2026-06-30 |
| 20 | IEFA | iShares Core MSCI EAFE | 27.8K | $2.7M | $2.7M | 1.45% | -145 | 2026-06-30 |
| 21 | BAC | Bank of America Corp | 43.9K | $2.5M | $2.6M | 1.38% | -200 | 2026-06-30 |
| 22 | FDVV | Fidelity High Dividend | 41.1K | $2.5M | $2.6M | 1.36% | +1.2K | 2026-06-30 |
| 23 | IBDV | iShares iBonds Dec 2030 Term C | 101.8K | $2.2M | $2.2M | 1.15% | +6.8K | 2026-06-30 |
| 24 | IBDR | iShares iBonds Dec 2026 Term C | 90.1K | $2.2M | $2.2M | 1.15% | +100 | 2026-06-30 |
| 25 | TCAF | T Rowe Price Capital Apprec Eq | 51.5K | $2.1M | $2.2M | 1.15% | +2.6K | 2026-06-30 |
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