Godshalk Welsh Capital Management, Inc.

CIK: 0001631775SEC EDGAR →

Portfolio Value

$175.1B

Holdings

132

As of

Q4 2025

New Positions

3

Closed Positions

2

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

Microsoft Corporation

20,075$9.7B
5.54%
2

Apple Inc

32,667$8.9B
5.07%
3

Oracle Corp

29,710$5.8B
3.31%
4

Alphabet Inc Cl A

18,015$5.6B
3.22%
5

Intuit Inc

7,425$4.9B
2.81%
6

Costco Wholesale Corp

5,676$4.9B
2.79%
7

Berkshire Hathaway Inc Cl B

9,558$4.8B
2.74%
8

American Express

10,795$4.0B
2.28%
9

Alphabet Inc Cl C

11,340$3.6B
2.03%
10

Globus Medical Inc A

40,000$3.5B
1.99%

Quarterly Changes

Top Buys

IBDU↑ Increased
$778.4M
IBDT↑ Increased
$537.2M
IBDV↑ Increased
$515.1M
IBMS↑ Increased
$497.3M
IBDWNEW
$402.0M

Top Sells

ORCL↓ Decreased
$2.6B
GOOGL↓ Decreased
$1.2B
IBDQCLOSED
$840.1M
MSFT↓ Decreased
$821.9M
GMED↓ Decreased
$628.5M

New Positions (8)

$402.0M · 19K shares
$356.0M · 7K shares
$259.0M · 10K shares
$241.0M · 225 shares
$228.0M · 1K shares
$216.0M · 800 shares
$214.0M · 885 shares
$185.0M · 1K shares

Closed Positions (7)

$840.1M · 33K shares
$331.0M · 4K shares
$267.9M · 10K shares
$219.9M · 3K shares
$207.9M · 2K shares
$202.2M · 6K shares
$110.9M · 22K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services44$55.6B31.8%
Technology12$36.8B21.0%
Healthcare14$14.1B8.1%
Consumer Defensive10$13.2B7.5%
Industrials15$13.0B7.4%
Unknown10$11.5B6.6%
Consumer Cyclical9$9.8B5.6%
Communication Services2$9.2B5.3%
Energy5$4.8B2.8%
Utilities5$3.0B1.7%
Basic Materials4$2.8B1.6%
Real Estate2$1.2B0.7%