Godshalk Welsh Capital Management, Inc.

Godshalk Welsh Capital Management, Inc. reported 137 holdings worth US$186M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Godshalk Welsh Capital Management, Inc. reported 137 holdings worth US$186M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and Microsoft Corp. Filed Aug 14, 2026 (Form 13F).

Holdings
137
Value as reported
US$186M

The filing in full

CompanySharesValue as reported% of portfolio
Alphabet Inc (google) Class C28,981US$10.4M5.6%
Apple Inc32,177US$9.31M5.0%
Microsoft Corp.19,725US$7.36M4.0%
Costco Wholesale Corporation5,674US$5.31M2.9%
Berkshire Hathaway Inc.8,813US$4.41M2.4%
Oracle Corporation29,360US$4.3M2.3%
Cisco Systems, Inc.36,395US$4.27M2.3%
American Express Company10,745US$3.63M2.0%
Corning Incorporated13,350US$3.41M1.8%
W.r. Berkley Corporation45,158US$3.18M1.7%
Globus Medical, Inc.40,000US$3.16M1.7%
Jp Morgan Chase & Co.9,370US$3.07M1.7%
Johnson & Johnson11,701US$2.97M1.6%
Bank Of America Corporation43,870US$2.5M1.3%
Procter & Gamble Company (the)14,345US$2.1M1.1%
Home Depot, Inc. (the)5,614US$1.98M1.1%
Taiwan Semiconductor Manufacturing Co., Ltd.4,065US$1.94M1.0%
Tjx Companies, Inc. (the)12,565US$1.9M1.0%
Sysco Corporation22,500US$1.88M1.0%
Valero Energy Corporation7,200US$1.88M1.0%
Waste Management, Inc.8,355US$1.86M1.0%
Automatic Data Processing, Inc.7,975US$1.79M0.96%
Intuit Inc.6,670US$1.74M0.94%
Chevron Corporation10,475US$1.74M0.94%
Lowe's Companies, Inc.7,480US$1.65M0.89%
Paychex, Inc.16,655US$1.64M0.88%
Walmart Inc.13,835US$1.57M0.84%
Rtx Corporation8,021US$1.52M0.82%
Merck & Company, Inc.11,735US$1.51M0.81%
Starbucks Corporation13,610US$1.39M0.75%
Ecolab Inc.4,860US$1.35M0.73%
Abbvie Inc.5,181US$1.3M0.70%
Visa Inc.3,745US$1.28M0.69%
Csx Corporation25,640US$1.22M0.66%
Phillips 667,100US$1.2M0.65%
Blackstone Inc.9,780US$1.15M0.62%
Pepsico, Inc.8,325US$1.13M0.61%
Mcdonald's Corporation4,110US$1.11M0.60%
Idacorp, Inc.7,336US$1.11M0.60%
Becton, Dickinson And Company6,845US$1.04M0.56%
L3harris Technologies, Inc.3,435US$998K0.54%
Yum! Brands, Inc.5,935US$949K0.51%
Rpm International Inc.8,355US$929K0.50%
Uber Technologies, Inc.12,800US$924K0.50%
Conocophillips8,680US$902K0.49%
Unitedhealth Group Incorporated1,945US$808K0.44%
Nextera Energy, Inc.9,110US$800K0.43%
Solstice Advanced Materials Inc.8,088US$717K0.39%
Quest Diagnostics Incorporated3,275US$694K0.37%
Waters Corporation1,781US$668K0.36%
Colgate-palmolive Company7,010US$643K0.35%
3m Company3,760US$609K0.33%
American Tower Corporation (reit)3,630US$594K0.32%
Mondelez International, Inc.9,875US$571K0.31%
Zoetis Inc.7,910US$568K0.31%
Lockheed Martin Corporation1,100US$560K0.30%
Waste Connections, Inc.3,170US$528K0.28%
Mastercard Incorporated960US$493K0.27%
Ebay Inc.4,300US$481K0.26%
Amgen Inc.1,285US$465K0.25%
Consolidated Edison, Inc.4,025US$445K0.24%
Metlife, Inc.5,250US$444K0.24%
Cava Group, Inc.5,625US$441K0.24%
Essential Utilities, Inc.11,436US$438K0.24%
Masco Corporation4,900US$399K0.21%
Target Corporation2,950US$385K0.21%
American Water Works Company, Inc.2,725US$359K0.19%
Union Pacific Corporation1,300US$354K0.19%
Exxon Mobil Corporation2,575US$352K0.19%
Republic Services, Inc.1,625US$346K0.19%
Honeywell International Inc.1,530US$343K0.18%
Bhp Group Ltd4,050US$337K0.18%
Airbnb, Inc.2,355US$337K0.18%
Analog Devices, Inc.800US$318K0.17%
Intel Corporation2,275US$318K0.17%
Coca-cola Company (the)3,900US$317K0.17%
Qnity Electronics, Inc.1,924US$314K0.17%
Markel Group Inc.148US$289K0.16%
Capital One Financial Corporation1,440US$289K0.16%
Abbott Laboratories3,125US$284K0.15%
International Business Machines Corporation1,000US$281K0.15%
Hilton Worldwide Holdings Inc.775US$256K0.14%
Eli Lilly And Company210US$252K0.14%
Simon Property Group, Inc.1,125US$252K0.14%
Elevance Health, Inc.625US$242K0.13%
Corteva, Inc.2,852US$242K0.13%
Southern Company (the)2,500US$239K0.13%
Carrier Global Corporation3,175US$233K0.13%
Franklin Financial Services Corporation3,500US$219K0.12%
American Electric Power Company, Inc.1,600US$219K0.12%
W.w. Grainger, Inc.160US$218K0.12%
Caterpillar, Inc.200US$213K0.11%
Clorox Company (the)2,175US$208K0.11%
Emerson Electric Company1,400US$200K0.11%
The Hershey Company0US$00.00%
Verizon Communications Inc.0US$00.00%

Source

View original at SEC

Related