Godshalk Welsh Capital Management, Inc. 13F Holdings · Q2 2026
Godshalk Welsh Capital Management, Inc. reported 137 securities worth $185.59M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (5.02%), MSFT (3.96%), GOOGL (3.42%). Among its top 25 positions this quarter: 10 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | $9.3M | 5.02% | 32,177 | Trimmed |
| 2 | MSFT | Microsoft Corporation | $7.4M | 3.96% | 19,725 | Trimmed |
| 3 | GOOGL | Alphabet Inc Cl A | $6.4M | 3.42% | 17,769 | Trimmed |
| 4 | COST | Costco Wholesale Corp | $5.3M | 2.86% | 5,674 | Added |
| 5 | BRKB | Berkshire Hathaway Inc Cl B | $4.4M | 2.38% | 8,813 | Trimmed |
| 6 | ORCL | Oracle Corp | $4.3M | 2.32% | 29,360 | Trimmed |
| 7 | CSCO | Cisco Systems Inc | $4.3M | 2.30% | 36,395 | Trimmed |
| 8 | GOOG | Alphabet Inc Cl C | $4.0M | 2.16% | 11,340 | Hold |
| 9 | IWM | iShares Russell 2000 Index | $3.8M | 2.06% | 12,720 | Trimmed |
| 10 | IBDT | iShares iBonds Dec 2028 Term C | $3.7M | 1.97% | 144,850 | Added |
| 11 | AXP | American Express | $3.6M | 1.96% | 10,745 | Added |
| 12 | GLW | Corning Inc | $3.4M | 1.84% | 13,350 | Trimmed |
| 13 | RSP | Invesco S&P 500 Eq Wt | $3.2M | 1.74% | 15,205 | Added |
| 14 | WRB | WR Berkley Corp | $3.2M | 1.72% | 45,158 | Hold |
| 15 | IBDU | iShares iBonds Dec 2029 Term C | $3.2M | 1.71% | 136,800 | Added |
| 16 | GMED | Globus Medical Inc A | $3.2M | 1.70% | 40,000 | Hold |
| 17 | IBDS | iShares iBonds Dec 2027 Term C | $3.1M | 1.65% | 126,585 | Added |
| 18 | JPM | JP Morgan Chase & Co | $3.1M | 1.65% | 9,370 | Trimmed |
| 19 | JNJ | Johnson & Johnson | $3.0M | 1.60% | 11,701 | Trimmed |
| 20 | IEFA | iShares Core MSCI EAFE | $2.7M | 1.45% | 27,845 | Trimmed |
| 21 | BAC | Bank of America Corp | $2.5M | 1.35% | 43,870 | Trimmed |
| 22 | FDVV | Fidelity High Dividend | $2.5M | 1.34% | 41,104 | Added |
| 23 | IBDV | iShares iBonds Dec 2030 Term C | $2.2M | 1.20% | 101,850 | Added |
| 24 | IBDR | iShares iBonds Dec 2026 Term C | $2.2M | 1.18% | 90,125 | Added |
| 25 | TCAF | T Rowe Price Capital Apprec Eq | $2.1M | 1.14% | 51,500 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR