Godshalk Welsh Capital Management, Inc.
CIK: 0001631775SEC EDGAR →
Portfolio Value
$175.1M
Holdings
132
As of
Q4 2025
New Positions
3
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Microsoft Corporation | 20,075 | $9.7M | 5.54% |
| 2 | Apple Inc | 32,667 | $8.9M | 5.07% |
| 3 | Oracle Corp | 29,710 | $5.8M | 3.31% |
| 4 | Alphabet Inc Cl A | 18,015 | $5.6M | 3.22% |
| 5 | Intuit Inc | 7,425 | $4.9M | 2.81% |
| 6 | Costco Wholesale Corp | 5,676 | $4.9M | 2.79% |
| 7 | Berkshire Hathaway Inc Cl B | 9,558 | $4.8M | 2.74% |
| 8 | American Express | 10,795 | $4.0M | 2.28% |
| 9 | Alphabet Inc Cl C | 11,340 | $3.6M | 2.03% |
| 10 | Globus Medical Inc A | 40,000 | $3.5M | 1.99% |
Quarterly Changes
Top Buys
New Positions (8)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 44 | $55.6M | 31.8% |
| Technology | 12 | $36.8M | 21.0% |
| Healthcare | 15 | $14.5M | 8.3% |
| Consumer Defensive | 10 | $13.2M | 7.5% |
| Industrials | 15 | $13.0M | 7.4% |
| Unknown | 9 | $11.1M | 6.3% |
| Consumer Cyclical | 9 | $9.8M | 5.6% |
| Communication Services | 2 | $9.2M | 5.3% |
| Energy | 5 | $4.8M | 2.8% |
| Utilities | 5 | $3.0M | 1.7% |
| Basic Materials | 4 | $2.8M | 1.6% |
| Real Estate | 2 | $1.2M | 0.7% |