Godshalk Welsh Capital Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Godshalk Welsh Capital Management, Inc. disclosed 130 stock positions valued at approximately $185.59M as of quarter-end June 30, 2026. The largest holdings include Apple Inc, Microsoft Corporation, and Alphabet Inc Cl A.
- Report Period
- June 30, 2026
- No. of Stocks
- 130
- Portfolio Value
- $185.59M
Holdings by Sector
Godshalk Welsh Capital Management, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Apple Inc | AAPL | Technology | 5.02% | 32,177 | -125 | -0.39% | $9,310,737 |
| Microsoft Corporation | MSFT | Technology | 3.96% | 19,725 | -90 | -0.45% | $7,357,820 |
| Alphabet Inc Cl A | GOOGL | Communication Services | 3.42% | 17,769 | -105 | -0.59% | $6,350,108 |
| Costco Wholesale Corp | COST | Consumer Defensive | 2.86% | 5,674 | +25 | +0.44% | $5,307,876 |
| Berkshire Hathaway Inc Cl B | BRK-B | Financial Services | 2.38% | 8,813 | -220 | -2.44% | $4,409,937 |
| Oracle Corp | ORCL | Technology | 2.32% | 29,360 | -100 | -0.34% | $4,302,708 |
| Cisco Systems Inc | CSCO | Technology | 2.30% | 36,395 | -675 | -1.82% | $4,274,957 |
| Alphabet Inc Cl C | GOOG | Communication Services | 2.16% | 11,340 | - | - | $4,006,762 |
| iShares Russell 2000 Index | IWM | Other | 2.06% | 12,720 | -2 | -0.02% | $3,821,724 |
| iShares iBonds Dec 2028 Term C | IBDT | Other | 1.97% | 144,850 | +6,000 | +4.32% | $3,657,463 |
| American Express | AXP | Financial Services | 1.96% | 10,745 | +35 | +0.33% | $3,634,496 |
| Corning Inc | GLW | Technology | 1.84% | 13,350 | -75 | -0.56% | $3,409,991 |
| Invesco S&P 500 Eq Wt | RSP | Other | 1.74% | 15,205 | +186 | +1.24% | $3,235,185 |
| WR Berkley Corp | WRB | Financial Services | 1.72% | 45,158 | - | - | $3,184,994 |
| iShares iBonds Dec 2029 Term C | IBDU | Other | 1.71% | 136,800 | +4,050 | +3.05% | $3,168,288 |
| Globus Medical Inc A | GMED | Healthcare | 1.70% | 40,000 | - | - | $3,160,400 |
| JP Morgan Chase & Co | JPM | Financial Services | 1.65% | 9,370 | -125 | -1.32% | $3,067,082 |
| iShares iBonds Dec 2027 Term C | IBDS | Other | 1.65% | 126,585 | +1,250 | +1.00% | $3,065,889 |
| Johnson & Johnson | JNJ | Healthcare | 1.60% | 11,701 | -98 | -0.83% | $2,971,703 |
| iShares Core MSCI EAFE | IEFA | Other | 1.45% | 27,845 | -145 | -0.52% | $2,689,230 |
| Bank of America Corp | BAC | Financial Services | 1.35% | 43,870 | -200 | -0.45% | $2,499,713 |
| Fidelity High Dividend | FDVV | Other | 1.34% | 41,104 | +1,185 | +2.97% | $2,478,160 |
| iShares iBonds Dec 2030 Term C | IBDV | Other | 1.20% | 101,850 | +6,750 | +7.10% | $2,220,330 |
| iShares iBonds Dec 2026 Term C | IBDR | Other | 1.18% | 90,125 | +100 | +0.11% | $2,183,729 |
| T Rowe Price Capital Apprec Eq | TCAF | Other | 1.14% | 51,500 | +2,625 | +5.37% | $2,116,650 |
| Procter & Gamble | PG | Consumer Defensive | 1.13% | 14,345 | - | - | $2,103,551 |
| Home Depot Inc | HD | Consumer Cyclical | 1.07% | 5,614 | -5 | -0.09% | $1,979,946 |
| Taiwan Semiconductor Mfg ADR | TSM | Technology | 1.05% | 4,065 | -25 | -0.61% | $1,941,322 |
| TJX Companies Inc | TJX | Consumer Cyclical | 1.03% | 12,565 | +100 | +0.80% | $1,903,598 |
| Sysco Corporation | SYY | Consumer Defensive | 1.01% | 22,500 | -150 | -0.66% | $1,880,550 |
Showing 30 of 130 holdings in the latest reporting period.