Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Godshalk Welsh Capital Management, Inc. (CIK 1631775) reported $172.5M across 127 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($8.2M, 4.75%), MSFT ($7.3M, 4.25%), COST ($5.6M, 3.26%), GOOGL ($5.1M, 2.98%), BRK/B ($4.3M, 2.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | $8.2M | 4.75% | 32,302 | Trimmed |
| 2 | MSFT | Microsoft Corporation | $7.3M | 4.25% | 19,815 | Trimmed |
| 3 | COST | Costco Wholesale Corp | $5.6M | 3.26% | 5,649 | Trimmed |
| 4 | GOOGL | Alphabet Inc Cl A | $5.1M | 2.98% | 17,874 | Trimmed |
| 5 | BRK/B | Berkshire Hathaway Inc Cl B | $4.3M | 2.51% | 9,033 | Trimmed |
| 6 | ORCL | Oracle Corp | $4.3M | 2.51% | 29,460 | Trimmed |
| 7 | IBDT | iShares iBonds Dec 2028 Term C | $3.5M | 2.04% | 138,850 | Added |
| 8 | GMED | Globus Medical Inc A | $3.4M | 2.00% | 40,000 | Hold |
| 9 | GOOG | Alphabet Inc Cl C | $3.3M | 1.89% | 11,340 | Hold |
| 10 | AXP | American Express | $3.2M | 1.88% | 10,710 | Trimmed |
| 11 | INTU | Intuit Inc | $3.2M | 1.85% | 7,385 | Trimmed |
| 12 | IWM | iShares Russell 2000 Index | $3.2M | 1.83% | 12,722 | Trimmed |
| 13 | IBDU | iShares iBonds Dec 2029 Term C | $3.1M | 1.79% | 132,750 | Added |
| 14 | IBDS | iShares iBonds Dec 2027 Term C | $3.0M | 1.76% | 125,335 | Added |
| 15 | WRB | WR Berkley Corp | $3.0M | 1.74% | 45,158 | Trimmed |
| 16 | RSP | Invesco S&P 500 Eq Wt | $2.9M | 1.67% | 15,019 | Added |
| 17 | JNJ | Johnson & Johnson | $2.9M | 1.67% | 11,799 | Trimmed |
| 18 | CSCO | Cisco Systems Inc | $2.9M | 1.67% | 37,070 | Trimmed |
| 19 | JPM | JP Morgan Chase & Co | $2.8M | 1.62% | 9,495 | Trimmed |
| 20 | IEFA | iShares Core MSCI EAFE | $2.5M | 1.47% | 27,990 | Added |
| 21 | FDVV | Fidelity High Dividend | $2.2M | 1.28% | 39,919 | Added |
| 22 | IBDR | iShares iBonds Dec 2026 Term C | $2.2M | 1.27% | 90,025 | Added |
| 23 | CVX | Chevron Corp | $2.2M | 1.26% | 10,475 | Trimmed |
| 24 | BAC | Bank of America Corp | $2.1M | 1.25% | 44,070 | Trimmed |
| 25 | IBDV | iShares iBonds Dec 2030 Term C | $2.1M | 1.21% | 95,100 | Added |
Source: SEC Form 13F filings · as of 2026-03-31