Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Apple Inc.COM | COM | $9.31M | 5.0% |
| Microsoft CorporationCOM | COM | $7.36M | 4.0% |
| Alphabet Inc. CL ACOM | COM | $6.35M | 3.4% |
| Costco Wholesale Corp.COM | COM | $5.31M | 2.9% |
| Berkshire Hathaway Inc. CL BCOM | COM | $4.41M | 2.4% |
| Oracle Corp.COM | COM | $4.3M | 2.3% |
| Cisco Systems Inc.COM | COM | $4.27M | 2.3% |
| Alphabet Inc. CL CCOM | COM | $4.01M | 2.2% |
| iShares Russell 2000 IndexETF | ETF | $3.82M | 2.1% |
| iShares Ibonds Dec 2028 Term CETF | ETF | $3.66M | 2.0% |
| American ExpressCOM | COM | $3.63M | 2.0% |
| Corning Inc.COM | COM | $3.41M | 1.8% |
| Invesco S&P 500 Eq WtETF | ETF | $3.24M | 1.7% |
| WR Berkley Corp.COM | COM | $3.18M | 1.7% |
| iShares Ibonds Dec 2029 Term CETF | ETF | $3.17M | 1.7% |
| Globus Medical Inc. ACOM | COM | $3.16M | 1.7% |
| JP Morgan Chase & CoCOM | COM | $3.07M | 1.7% |
| iShares Ibonds Dec 2027 Term CETF | ETF | $3.07M | 1.7% |
| Johnson & JohnsonCOM | COM | $2.97M | 1.6% |
| iShares Core MSCI EafeETF | ETF | $2.69M | 1.4% |
| Bank Of America Corp.COM | COM | $2.5M | 1.3% |
| Fidelity High DividendETF | ETF | $2.48M | 1.3% |
| iShares Ibonds Dec 2030 Term CETF | ETF | $2.22M | 1.2% |
| iShares Ibonds Dec 2026 Term CETF | ETF | $2.18M | 1.2% |
| T Rowe Price Capital Apprec EqETF | ETF | $2.12M | 1.1% |
| Procter & GambleCOM | COM | $2.1M | 1.1% |
| Home Depot Inc.COM | COM | $1.98M | 1.1% |
| Taiwan Semiconductor Mfg ADRADR | ADR | $1.94M | 1.0% |
| TJX Companies Inc.COM | COM | $1.9M | 1.0% |
| Sysco CorporationCOM | COM | $1.88M | 1.0% |
| Valero Energy Corp.COM | COM | $1.88M | 1.0% |
| Waste Management Inc.COM | COM | $1.86M | 1.0% |
| Automatic Data ProcessingCOM | COM | $1.79M | 1.0% |
| Intuit Inc.COM | COM | $1.74M | 0.9% |
| Chevron Corp.COM | COM | $1.74M | 0.9% |
| Lowes Companies Inc.COM | COM | $1.65M | 0.9% |
| Paychex Inc.COM | COM | $1.64M | 0.9% |
| Walmart Inc.COM | COM | $1.57M | 0.8% |
| Rtx Corp.COM | COM | $1.52M | 0.8% |
| Merck & CoCOM | COM | $1.51M | 0.8% |
| Vanguard Div AppreciationETF | ETF | $1.48M | 0.8% |
| iShares Ibonds Dec 2031 Term CETF | ETF | $1.43M | 0.8% |
| SPDR S&P 500ETF | ETF | $1.4M | 0.8% |
| Starbucks Corp.COM | COM | $1.39M | 0.7% |
| iShares Short Term Nat Muni BdETF | ETF | $1.37M | 0.7% |
| iShares Core Moderate AllocatiETF | ETF | $1.36M | 0.7% |
| Ecolab Inc.COM | COM | $1.35M | 0.7% |
| Abbvie Inc.COM | COM | $1.3M | 0.7% |
| Visa Inc.COM | COM | $1.28M | 0.7% |
| iShares Ibonds Dec 2028 Term METF | ETF | $1.27M | 0.7% |
Apple Inc.COM$9.31M
- Class
- COM
- Share
- 5.0%
Microsoft CorporationCOM$7.36M
- Class
- COM
- Share
- 4.0%
Alphabet Inc. CL ACOM$6.35M
- Class
- COM
- Share
- 3.4%
Costco Wholesale Corp.COM$5.31M
- Class
- COM
- Share
- 2.9%
Berkshire Hathaway Inc. CL BCOM$4.41M
- Class
- COM
- Share
- 2.4%
Oracle Corp.COM$4.3M
- Class
- COM
- Share
- 2.3%
Cisco Systems Inc.COM$4.27M
- Class
- COM
- Share
- 2.3%
Alphabet Inc. CL CCOM$4.01M
- Class
- COM
- Share
- 2.2%
iShares Russell 2000 IndexETF$3.82M
- Class
- ETF
- Share
- 2.1%
iShares Ibonds Dec 2028 Term CETF$3.66M
- Class
- ETF
- Share
- 2.0%
American ExpressCOM$3.63M
- Class
- COM
- Share
- 2.0%
Corning Inc.COM$3.41M
- Class
- COM
- Share
- 1.8%
Invesco S&P 500 Eq WtETF$3.24M
- Class
- ETF
- Share
- 1.7%
WR Berkley Corp.COM$3.18M
- Class
- COM
- Share
- 1.7%
iShares Ibonds Dec 2029 Term CETF$3.17M
- Class
- ETF
- Share
- 1.7%
Globus Medical Inc. ACOM$3.16M
- Class
- COM
- Share
- 1.7%
JP Morgan Chase & CoCOM$3.07M
- Class
- COM
- Share
- 1.7%
iShares Ibonds Dec 2027 Term CETF$3.07M
- Class
- ETF
- Share
- 1.7%
Johnson & JohnsonCOM$2.97M
- Class
- COM
- Share
- 1.6%
iShares Core MSCI EafeETF$2.69M
- Class
- ETF
- Share
- 1.4%
Bank Of America Corp.COM$2.5M
- Class
- COM
- Share
- 1.3%
Fidelity High DividendETF$2.48M
- Class
- ETF
- Share
- 1.3%
iShares Ibonds Dec 2030 Term CETF$2.22M
- Class
- ETF
- Share
- 1.2%
iShares Ibonds Dec 2026 Term CETF$2.18M
- Class
- ETF
- Share
- 1.2%
T Rowe Price Capital Apprec EqETF$2.12M
- Class
- ETF
- Share
- 1.1%
Procter & GambleCOM$2.1M
- Class
- COM
- Share
- 1.1%
Home Depot Inc.COM$1.98M
- Class
- COM
- Share
- 1.1%
Taiwan Semiconductor Mfg ADRADR$1.94M
- Class
- ADR
- Share
- 1.0%
TJX Companies Inc.COM$1.9M
- Class
- COM
- Share
- 1.0%
Sysco CorporationCOM$1.88M
- Class
- COM
- Share
- 1.0%
Valero Energy Corp.COM$1.88M
- Class
- COM
- Share
- 1.0%
Waste Management Inc.COM$1.86M
- Class
- COM
- Share
- 1.0%
Automatic Data ProcessingCOM$1.79M
- Class
- COM
- Share
- 1.0%
Intuit Inc.COM$1.74M
- Class
- COM
- Share
- 0.9%
Chevron Corp.COM$1.74M
- Class
- COM
- Share
- 0.9%
Lowes Companies Inc.COM$1.65M
- Class
- COM
- Share
- 0.9%
Paychex Inc.COM$1.64M
- Class
- COM
- Share
- 0.9%
Walmart Inc.COM$1.57M
- Class
- COM
- Share
- 0.8%
Rtx Corp.COM$1.52M
- Class
- COM
- Share
- 0.8%
Merck & CoCOM$1.51M
- Class
- COM
- Share
- 0.8%
Vanguard Div AppreciationETF$1.48M
- Class
- ETF
- Share
- 0.8%
iShares Ibonds Dec 2031 Term CETF$1.43M
- Class
- ETF
- Share
- 0.8%
SPDR S&P 500ETF$1.4M
- Class
- ETF
- Share
- 0.8%
Starbucks Corp.COM$1.39M
- Class
- COM
- Share
- 0.7%
iShares Short Term Nat Muni BdETF$1.37M
- Class
- ETF
- Share
- 0.7%
iShares Core Moderate AllocatiETF$1.36M
- Class
- ETF
- Share
- 0.7%
Ecolab Inc.COM$1.35M
- Class
- COM
- Share
- 0.7%
Abbvie Inc.COM$1.3M
- Class
- COM
- Share
- 0.7%
Visa Inc.COM$1.28M
- Class
- COM
- Share
- 0.7%
iShares Ibonds Dec 2028 Term METF$1.27M
- Class
- ETF
- Share
- 0.7%
The share class is shown on a wider screen.
The 50 largest of 137 positions by value, with holdings of the same security combined. The 137 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1631775
- File number
- 028-16414
- Options
- 0 call, 0 put
- In the 25 largest
- 51.7%
- Prior quarter
- $172M at 31 March 2026
- Positions opened
- 10
- Positions closed
- 2
Common questions
What are Godshalk Welsh Capital Management’s 13F holdings worth?
$186 million across 137 positions for the quarter ended 30 June 2026.
What is Godshalk Welsh Capital Management’s largest 13F holding?
Apple Inc (COM) was the largest position at $9.31 million, or 5.0% of reported 13F value, as of 30 June 2026.
How concentrated is Godshalk Welsh Capital Management’s 13F portfolio?
The ten largest positions accounted for 28.4% of reported value and the twenty-five largest for 51.7%, across 137 positions as of 30 June 2026.
Does Form 13F show everything Godshalk Welsh Capital Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Godshalk Welsh Capital Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.