Godshalk Welsh Capital Management, Inc.
130 holdingsFiling period: 2026-03-31Current AUM: $185.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 32.3K | $8.2M | $10.0M | 5.37% | -365 | 2026-03-31 |
| 2 | MSFT | Microsoft Corporation | 19.8K | $7.3M | $9.2M | 4.96% | -260 | 2026-03-31 |
| 3 | COST | Costco Wholesale Corp | 5.6K | $5.6M | $5.4M | 2.90% | -27 | 2026-03-31 |
| 4 | GOOGL | Alphabet Inc Cl A | 17.9K | $5.1M | $6.4M | 3.43% | -141 | 2026-03-31 |
| 5 | ORCL | Oracle Corp | 29.5K | $4.3M | $3.8M | 2.06% | -250 | 2026-03-31 |
| 6 | BRK-B | Berkshire Hathaway Inc Cl B | 9.0K | $4.3M | $4.3M | 2.33% | -525 | 2026-03-31 |
| 7 | IBDT | iShares iBonds Dec 2028 Term C | 138.8K | $3.5M | $3.5M | 1.88% | +15.8K | 2026-03-31 |
| 8 | GMED | Globus Medical Inc A | 40.0K | $3.4M | $3.2M | 1.70% | -- | 2026-03-31 |
| 9 | GOOG | Alphabet Inc Cl C | 11.3K | $3.3M | $4.0M | 2.18% | -- | 2026-03-31 |
| 10 | AXP | American Express | 10.7K | $3.2M | $3.6M | 1.94% | -85 | 2026-03-31 |
| 11 | INTU | Intuit Inc | 7.4K | $3.2M | $2.3M | 1.26% | -40 | 2026-03-31 |
| 12 | IWM | iShares Russell 2000 Index | 12.7K | $3.2M | $3.7M | 2.00% | -25 | 2026-03-31 |
| 13 | IBDU | iShares iBonds Dec 2029 Term C | 132.8K | $3.1M | $3.1M | 1.65% | +32.9K | 2026-03-31 |
| 14 | IBDS | iShares iBonds Dec 2027 Term C | 125.3K | $3.0M | $3.0M | 1.63% | +13.7K | 2026-03-31 |
| 15 | WRB | WR Berkley Corp | 45.2K | $3.0M | $3.3M | 1.76% | -112 | 2026-03-31 |
| 16 | JNJ | Johnson & Johnson | 11.8K | $2.9M | $3.0M | 1.63% | -242 | 2026-03-31 |
| 17 | RSP | Invesco S&P 500 Eq Wt | 15.0K | $2.9M | $3.2M | 1.74% | +431 | 2026-03-31 |
| 18 | CSCO | Cisco Systems Inc | 37.1K | $2.9M | $4.3M | 2.32% | -250 | 2026-03-31 |
| 19 | JPM | JP Morgan Chase & Co | 9.5K | $2.8M | $3.3M | 1.80% | -85 | 2026-03-31 |
| 20 | IEFA | iShares Core MSCI EAFE | 28.0K | $2.5M | $2.7M | 1.48% | +225 | 2026-03-31 |
| 21 | FDVV | Fidelity High Dividend | 39.9K | $2.2M | $2.5M | 1.35% | +2.8K | 2026-03-31 |
| 22 | IBDR | iShares iBonds Dec 2026 Term C | 90.0K | $2.2M | $2.2M | 1.18% | +5.7K | 2026-03-31 |
| 23 | CVX | Chevron Corp | 10.5K | $2.2M | $2.1M | 1.11% | -25 | 2026-03-31 |
| 24 | BAC | Bank of America Corp | 44.1K | $2.1M | $2.7M | 1.47% | -250 | 2026-03-31 |
| 25 | IBDV | iShares iBonds Dec 2030 Term C | 95.1K | $2.1M | $2.1M | 1.11% | +33.5K | 2026-03-31 |
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