Godshalk Welsh Capital Management, Inc. Top Holdings and 13F Report (2026)

About Godshalk Welsh Capital Management, Inc.

Investment Activity

Godshalk Welsh Capital Management, Inc. has $172.47 million in total holdings as of March 31, 2026.
Godshalk Welsh Capital Management, Inc. owns shares of 129 different stocks, but just 60 companies or ETFs make up 80% of its holdings.
Approximately 4.00% of the portfolio was purchased this quarter.
About 2.66% of the portfolio was sold this quarter.
This quarter, Godshalk Welsh Capital Management, Inc. has purchased 132 new stocks and bought additional shares in 30 stocks.
Godshalk Welsh Capital Management, Inc. sold shares of 48 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Apple: $8,197,925
Microsoft: $7,334,919
Costco Wholesale: $5,628,854
Alphabet: $5,139,847
Oracle: $4,333,861

Largest New Holdings this Quarter

941848103 - Waters: $495,837 Holding
22052L104 - Corteva: $238,741 Holding
92343V104 - Verizon Communications: $222,537 Holding
74743L100 - Qnity Electronics Inc: $221,991 Holding
025537101 - American Electric Power: $209,728 Holding

Largest Purchases this Quarter

iShares iBonds Dec 2031 Term Corporate ETF: 43,000 shares (about $899.99K)
iShares iBonds Dec 2029 Term Corporate ETF: 32,850 shares (about $764.09K)
iShares iBonds Dec 2030 Term Corporate ETF: 33,500 shares (about $733.32K)
Waters: 1,665 shares (about $495.84K)
iShares iBonds Dec 2028 Term Corporate ETF: 15,850 shares (about $401.48K)

Largest Sales this Quarter

Essential Utilities: 7,275 shares (about $292.96K)
Berkshire Hathaway: 525 shares (about $251.58K)
American Tower: 985 shares (about $169.99K)
Microsoft: 260 shares (about $96.24K)
iShares Short-Term National Muni Bond ETF: 900 shares (about $95.85K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$8,197,925	$92,633 â–¼	-1.1%	32,302	4.8%	Computer and Technology
MSFT Microsoft	$7,334,919	$96,244 â–¼	-1.3%	19,815	4.3%	Computer and Technology
COST Costco Wholesale	$5,628,854	$26,904 â–¼	-0.5%	5,649	3.3%	Retail/Wholesale
GOOGL Alphabet	$5,139,847	$40,546 â–¼	-0.8%	17,874	3.0%	Computer and Technology
ORCL Oracle	$4,333,861	$36,778 â–¼	-0.8%	29,460	2.5%	Computer and Technology
BRK.B Berkshire Hathaway	$4,328,614	$251,580 â–¼	-5.5%	9,033	2.5%	Finance
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$3,517,071	$401,481 â–²	12.9%	138,850	2.0%	ETF
GMED Globus Medical	$3,446,400		0.0%	40,000	2.0%	Medical
GOOG Alphabet	$3,252,992		0.0%	11,340	1.9%	Computer and Technology
AXP American Express	$3,239,561	$25,711 â–¼	-0.8%	10,710	1.9%	Finance
INTU Intuit	$3,193,126	$17,295 â–¼	-0.5%	7,385	1.9%	Computer and Technology
IWM iShares Russell 2000 ETF	$3,155,105	$6,200 â–¼	-0.2%	12,722	1.8%	Finance
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$3,087,765	$764,091 â–²	32.9%	132,750	1.8%	ETF
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$3,038,120	$332,330 â–²	12.3%	125,335	1.8%	ETF
WRB W.R. Berkley	$2,993,072	$7,423 â–¼	-0.2%	45,158	1.7%	Finance
JNJ Johnson & Johnson	$2,884,148	$59,154 â–¼	-2.0%	11,799	1.7%	Medical
RSP Invesco S&P 500 Equal Weight ETF	$2,882,476	$82,718 â–²	3.0%	15,019	1.7%	ETF
CSCO Cisco Systems	$2,876,261	$19,397 â–¼	-0.7%	37,070	1.7%	Computer and Technology
JPM JPMorgan Chase & Co.	$2,793,049	$25,004 â–¼	-0.9%	9,495	1.6%	Finance
IEFA iShares Core MSCI EAFE ETF	$2,533,917	$20,369 â–²	0.8%	27,990	1.5%	ETF
FDVV Fidelity High Dividend ETF	$2,205,126	$155,224 â–²	7.6%	39,919	1.3%	ETF
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$2,182,206	$136,956 â–²	6.7%	90,025	1.3%	ETF
CVX Chevron	$2,167,278	$5,173 â–¼	-0.2%	10,475	1.3%	Energy
BAC Bank of America	$2,148,413	$12,188 â–¼	-0.6%	44,070	1.2%	Finance
IBDV iShares iBonds Dec 2030 Term Corporate ETF	$2,081,739	$733,315 â–²	54.4%	95,100	1.2%	ETF
PG Procter & Gamble	$2,071,992		0.0%	14,345	1.2%	Consumer Staples
TJX TJX Companies	$1,990,661	$34,336 â–²	1.8%	12,465	1.2%	Retail/Wholesale
WM Waste Management	$1,942,874	$65,490 â–¼	-3.3%	8,455	1.1%	Business Services
HD Home Depot	$1,848,033	$13,156 â–¼	-0.7%	5,619	1.1%	Retail/Wholesale
GLW Corning	$1,825,397	$20,395 â–¼	-1.1%	13,425	1.1%	Computer and Technology
VLO Valero Energy	$1,791,330	$18,531 â–¼	-1.0%	7,250	1.0%	Energy
LOW Lowe's Companies	$1,767,374	$14,177 â–¼	-0.8%	7,480	1.0%	Retail/Wholesale
TCAF T. Rowe Price Capital Appreciation Equity ETF	$1,739,461	$83,636 â–²	5.1%	48,875	1.0%	ETF
Walmart Inc	$1,693,315	$30,449 â–²	1.8%	13,625	1.0%	COM
ADP Automatic Data Processing	$1,620,361		0.0%	7,975	0.9%	Computer and Technology
SYY Sysco	$1,615,625	$2,853 â–¼	-0.2%	22,650	0.9%	Consumer Staples
RTX RTX	$1,556,896	$28,935 â–¼	-1.8%	8,071	0.9%	Aerospace
PAYX Paychex	$1,534,259	$66,787 â–¼	-4.2%	16,655	0.9%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$1,426,708	$4,301 â–²	0.3%	6,634	0.8%	ETF
MRK Merck & Co., Inc.	$1,417,618	$50,522 â–¼	-3.4%	11,785	0.8%	Medical
SUB iShares Short-Term National Muni Bond ETF	$1,389,825	$95,850 â–¼	-6.5%	13,050	0.8%	ETF
TSM Taiwan Semiconductor Manufacturing	$1,382,216	$10,139 â–²	0.7%	4,090	0.8%	Computer and Technology
PEP PepsiCo	$1,304,436	$3,882 â–¼	-0.3%	8,400	0.8%	Consumer Staples
IBDW iShares iBonds Dec 2031 Term Corporate ETF	$1,298,707	$899,990 â–²	225.7%	62,050	0.8%	ETF
PSX Phillips 66	$1,293,478	$4,555 â–¼	-0.4%	7,100	0.7%	Energy
ECL Ecolab	$1,292,857	$26,602 â–¼	-2.0%	4,860	0.7%	Basic Materials
AOM iShares Core 40/60 Moderate Allocation ETF	$1,289,621	$256,986 â–²	24.9%	27,224	0.7%	ETF
MCD McDonald's	$1,277,347		0.0%	4,110	0.7%	Retail/Wholesale
MUB iShares National Muni Bond ETF	$1,226,033	$74,305 â–¼	-5.7%	11,550	0.7%	ETF
SPY SPDR S&P 500 ETF Trust	$1,219,388		0.0%	1,875	0.7%	Finance
SBUX Starbucks	$1,219,320	$9,855 â–²	0.8%	13,610	0.7%	Retail/Wholesale
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF	$1,199,910	$298,701 â–²	33.1%	47,000	0.7%	ETF
LHX L3Harris Technologies	$1,185,590	$1,726 â–¼	-0.1%	3,435	0.7%	Aerospace
iShares iBonds Dec 2029 Term M	$1,166,100	$372,645 â–²	47.0%	46,000	0.7%	ETF
BX Blackstone	$1,150,475	$1,725 â–¼	-0.1%	10,005	0.7%	Finance
COP ConocoPhillips	$1,145,760		0.0%	8,680	0.7%	Energy
V Visa	$1,131,889	$10,578 â–¼	-0.9%	3,745	0.7%	Business Services
ABBV AbbVie	$1,126,816	$21,749 â–¼	-1.9%	5,181	0.7%	Medical
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF	$1,081,200	$157,728 â–²	17.1%	42,500	0.6%	ETF
CSX CSX	$1,062,785		0.0%	25,890	0.6%	Transportation
BDX Becton, Dickinson and Company	$1,055,799	$86,476 â–²	8.9%	6,715	0.6%	Medical
IDA IDACORP	$1,048,828		0.0%	7,336	0.6%	Utilities
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF	$961,125	$128,150 â–²	15.4%	37,500	0.6%	ETF
ZTS Zoetis	$926,175	$13,594 â–¼	-1.4%	7,835	0.5%	Medical
YUM Yum! Brands	$922,774	$3,110 â–¼	-0.3%	5,935	0.5%	Retail/Wholesale
UBER Uber Technologies	$920,704	$16,904 â–¼	-1.8%	12,800	0.5%	Computer and Technology
IWY iShares Russell Top 200 Growth ETF	$898,064		0.0%	3,609	0.5%	ETF
NEE NextEra Energy	$850,781	$46,440 â–¼	-5.2%	9,160	0.5%	Utilities
RPM RPM International	$830,487	$19,880 â–¼	-2.3%	8,355	0.5%	Basic Materials
iShares iBonds Dec 2030 Term M	$826,560	$100,737 â–²	13.9%	32,000	0.5%	ETF
AMT American Tower	$809,400	$169,991 â–¼	-17.4%	4,690	0.5%	Finance
VNQ Vanguard Real Estate ETF	$717,140		0.0%	8,085	0.4%	ETF
Cigna Corp	$708,221		0.0%	2,655	0.4%	COM
HON Honeywell International	$691,652	$22,603 â–²	3.4%	3,060	0.4%	Multi-Sector Conglomerates
LMT Lockheed Martin	$664,829		0.0%	1,100	0.4%	Aerospace
IUSG iShares Core S&P U.S. Growth ETF	$659,993		0.0%	4,255	0.4%	Manufacturing
QQQ Invesco QQQ	$655,099	$28,859 â–¼	-4.2%	1,135	0.4%	Finance
DGX Quest Diagnostics	$641,835	$4,900 â–¼	-0.8%	3,275	0.4%	Medical
AOR iShares Core 60/40 Balanced Allocation ETF	$617,207	$8,173 â–²	1.3%	9,591	0.4%	ETF
Solstice Advanced Materials In	$615,982	$57,196 â–²	10.2%	8,088	0.4%	COM
SPHY SPDR Portfolio High Yield Bond ETF	$612,150		0.0%	26,250	0.4%	ETF
CL Colgate-Palmolive	$597,462	$12,784 â–¼	-2.1%	7,010	0.3%	Consumer Staples
MDLZ Mondelez International	$580,723	$95,106 â–¼	-14.1%	10,075	0.3%	Consumer Staples
MMM 3M	$546,065		0.0%	3,760	0.3%	Multi-Sector Conglomerates
UNH UnitedHealth Group	$526,298		0.0%	1,945	0.3%	Medical
WCN Waste Connections	$514,935		0.0%	3,170	0.3%	Business Services
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF	$504,894		0.0%	7,800	0.3%	ETF
WAT Waters	$495,837	$495,837 â–²	New Holding	1,665	0.3%	Medical
MA Mastercard	$479,674		0.0%	960	0.3%	Business Services
WTRG Essential Utilities	$460,528	$292,964 â–¼	-38.9%	11,436	0.3%	Utilities
ED Consolidated Edison	$455,550	$11,318 â–¼	-2.4%	4,025	0.3%	Utilities
AMGN Amgen	$452,127		0.0%	1,285	0.3%	Medical
CAVA CAVA Group	$446,973		0.0%	5,525	0.3%	Retail/Wholesale
XOM ExxonMobil	$436,875		0.0%	2,575	0.3%	Energy
iShares iBonds Dec 2031 Term M	$436,337	$179,668 â–²	70.0%	17,000	0.3%	ETF
NOK Nokia	$435,782		0.0%	1,275	0.3%	Computer and Technology
LH Labcorp	$418,892		0.0%	1,570	0.2%	Medical
EBAY eBay	$391,386		0.0%	4,300	0.2%	Retail/Wholesale
EFA iShares MSCI EAFE ETF	$388,520		0.0%	4,000	0.2%	Finance
MET MetLife	$381,888	$7,072 â–¼	-1.8%	5,400	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Godshalk Welsh Capital Management, Inc. Top Holdings and 13F Report (2026)

About Godshalk Welsh Capital Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Godshalk Welsh Capital Management, Inc. Top Holdings and 13F Report (2026)

About Godshalk Welsh Capital Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGodshalk Welsh Capital Management, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools