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 $185.59 million in total holdings as of June 30, 2026.
Godshalk Welsh Capital Management, Inc. owns shares of 137 different stocks, but just 61 companies or ETFs make up 80% of its holdings.
Approximately 2.49% of the portfolio was purchased this quarter.
About 1.01% of the portfolio was sold this quarter.
This quarter, Godshalk Welsh Capital Management, Inc. has purchased 129 new stocks and bought additional shares in 33 stocks.
Godshalk Welsh Capital Management, Inc. sold shares of 33 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Apple: $9,310,737
Microsoft: $7,357,820
Alphabet: $6,350,108
Costco Wholesale: $5,307,876
Berkshire Hathaway: $4,409,937

Largest New Holdings this Quarter

43849R105 - Honeywell Aerospace Inc: $337,810 Holding
458140100 - Intel: $317,658 Holding
532457108 - Eli Lilly and Company: $251,880 Holding
036752103 - Elevance Health: $241,706 Holding
14448C104 - Carrier Global: $232,886 Holding

Largest Purchases this Quarter

Vanguard Information Technology ETF: 3,010 shares (about $359.76K)
Honeywell Aerospace Inc: 1,528 shares (about $337.81K)
Intel: 2,275 shares (about $317.66K)
iShares iBonds Dec 2030 Term M: 10,500 shares (about $271.64K)
Eli Lilly and Company: 210 shares (about $251.88K)

Largest Sales this Quarter

Honeywell International: 1,530 shares (about $342.57K)
Intuit: 715 shares (about $186.62K)
American Tower: 1,060 shares (about $173.38K)
Berkshire Hathaway: 220 shares (about $110.09K)
Vanguard Dividend Appreciation ETF: 400 shares (about $94.65K)

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	$9,310,737	$36,170 â–¼	-0.4%	32,177	5.0%	Technology
MSFT Microsoft	$7,357,820	$33,572 â–¼	-0.5%	19,725	4.0%	Technology
GOOGL Alphabet	$6,350,108	$37,524 â–¼	-0.6%	17,769	3.4%	Communication Services
COST Costco Wholesale	$5,307,876	$23,387 â–²	0.4%	5,674	2.9%	Consumer Staples
BRK.B Berkshire Hathaway	$4,409,937	$110,086 â–¼	-2.4%	8,813	2.4%	Finance
ORCL Oracle	$4,302,708	$14,655 â–¼	-0.3%	29,360	2.3%	Technology
CSCO Cisco Systems	$4,274,957	$79,286 â–¼	-1.8%	36,395	2.3%	Technology
GOOG Alphabet	$4,006,762		0.0%	11,340	2.2%	Communication Services
IWM iShares Russell 2000 ETF	$3,821,724	$601 â–¼	0.0%	12,720	2.1%	ETF
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$3,657,463	$151,500 â–²	4.3%	144,850	2.0%	ETF
AXP American Express	$3,634,496	$11,839 â–²	0.3%	10,745	2.0%	Finance
GLW Corning	$3,409,991	$19,157 â–¼	-0.6%	13,350	1.8%	Technology
RSP Invesco S&P 500 Equal Weight ETF	$3,235,185	$39,575 â–²	1.2%	15,205	1.7%	ETF
WRB W.R. Berkley	$3,184,994		0.0%	45,158	1.7%	Finance
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$3,168,288	$93,798 â–²	3.1%	136,800	1.7%	ETF
GMED Globus Medical	$3,160,400		0.0%	40,000	1.7%	Healthcare
JPM JPMorgan Chase & Co.	$3,067,082	$40,916 â–¼	-1.3%	9,370	1.7%	Finance
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$3,065,889	$30,275 â–²	1.0%	126,585	1.7%	ETF
JNJ Johnson & Johnson	$2,971,703	$24,889 â–¼	-0.8%	11,701	1.6%	Healthcare
IEFA iShares Core MSCI EAFE ETF	$2,689,230	$14,004 â–¼	-0.5%	27,845	1.4%	ETF
BAC Bank of America	$2,499,713	$11,396 â–¼	-0.5%	43,870	1.3%	Finance
FDVV Fidelity High Dividend ETF	$2,478,160	$71,444 â–²	3.0%	41,104	1.3%	ETF
IBDV iShares iBonds Dec 2030 Term Corporate ETF	$2,220,330	$147,150 â–²	7.1%	101,850	1.2%	ETF
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$2,183,729	$2,423 â–²	0.1%	90,125	1.2%	ETF
TCAF T. Rowe Price Capital Appreciation Equity ETF	$2,116,650	$107,888 â–²	5.4%	51,500	1.1%	ETF
PG Procter & Gamble	$2,103,551		0.0%	14,345	1.1%	Consumer Staples
HD Home Depot	$1,979,946	$1,763 â–¼	-0.1%	5,614	1.1%	Consumer Discretionary
TSM Taiwan Semiconductor Manufacturing	$1,941,322	$11,939 â–¼	-0.6%	4,065	1.0%	Technology
TJX TJX Companies	$1,903,598	$15,150 â–²	0.8%	12,565	1.0%	Consumer Discretionary
SYY Sysco	$1,880,550	$12,537 â–¼	-0.7%	22,500	1.0%	Consumer Staples
VLO Valero Energy	$1,875,168	$13,022 â–¼	-0.7%	7,200	1.0%	Energy
WM Waste Management	$1,862,162	$22,288 â–¼	-1.2%	8,355	1.0%	Industrials
ADP Automatic Data Processing	$1,786,001		0.0%	7,975	1.0%	Industrials
INTU Intuit	$1,740,870	$186,615 â–¼	-9.7%	6,670	0.9%	Technology
CVX Chevron	$1,736,336		0.0%	10,475	0.9%	Energy
LOW Lowe's Companies	$1,649,265		0.0%	7,480	0.9%	Consumer Discretionary
PAYX Paychex	$1,637,686		0.0%	16,655	0.9%	Industrials
Walmart Inc	$1,566,952	$23,785 â–²	1.5%	13,835	0.8%	COM
RTX RTX	$1,521,824	$9,486 â–¼	-0.6%	8,021	0.8%	Industrials
MRK Merck & Co., Inc.	$1,507,948	$6,425 â–¼	-0.4%	11,735	0.8%	Healthcare
VIG Vanguard Dividend Appreciation ETF	$1,475,089	$94,648 â–¼	-6.0%	6,234	0.8%	ETF
IBDW iShares iBonds Dec 2031 Term Corporate ETF	$1,428,582	$135,460 â–²	10.5%	68,550	0.8%	ETF
SPY SPDR S&P 500 ETF Trust	$1,400,194		0.0%	1,875	0.8%	ETF
SBUX Starbucks	$1,390,806		0.0%	13,610	0.7%	Consumer Discretionary
SUB iShares Short-Term National Muni Bond ETF	$1,368,140	$21,294 â–¼	-1.5%	12,850	0.7%	ETF
AOM iShares Core 40/60 Moderate Allocation ETF	$1,358,471	$249 â–²	0.0%	27,229	0.7%	ETF
ECL Ecolab	$1,354,045		0.0%	4,860	0.7%	Materials
ABBV AbbVie	$1,303,747		0.0%	5,181	0.7%	Healthcare
V Visa	$1,284,872		0.0%	3,745	0.7%	Finance
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF	$1,266,210	$63,950 â–²	5.3%	49,500	0.7%	ETF
iShares iBonds Dec 2029 Term M	$1,231,415	$63,475 â–²	5.4%	48,500	0.7%	ETF
MUB iShares National Muni Bond ETF	$1,221,487	$21,524 â–¼	-1.7%	11,350	0.7%	ETF
CSX CSX	$1,218,669	$11,882 â–¼	-1.0%	25,640	0.7%	Industrials
PSX Phillips 66	$1,200,255		0.0%	7,100	0.6%	Energy
BX Blackstone	$1,150,813	$26,476 â–¼	-2.2%	9,780	0.6%	Finance
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF	$1,143,900	$63,550 â–²	5.9%	45,000	0.6%	ETF
PEP PepsiCo	$1,127,205	$10,155 â–¼	-0.9%	8,325	0.6%	Consumer Staples
MCD McDonald's	$1,110,974		0.0%	4,110	0.6%	Consumer Discretionary
IDA IDACORP	$1,109,937		0.0%	7,336	0.6%	Utilities
iShares iBonds Dec 2030 Term M	$1,099,475	$271,635 â–²	32.8%	42,500	0.6%	ETF
IWY iShares Russell Top 200 Growth ETF	$1,048,848		0.0%	3,609	0.6%	ETF
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF	$1,038,424	$76,920 â–²	8.0%	40,500	0.6%	ETF
BDX Becton, Dickinson and Company	$1,035,854	$19,673 â–²	1.9%	6,845	0.6%	Healthcare
LHX L3Harris Technologies	$998,177		0.0%	3,435	0.5%	Industrials
YUM Yum! Brands	$948,769		0.0%	5,935	0.5%	Consumer Discretionary
RPM RPM International	$928,658		0.0%	8,355	0.5%	Materials
UBER Uber Technologies	$923,648		0.0%	12,800	0.5%	Industrials
NOK Nokia	$921,825		0.0%	1,275	0.5%	Technology
COP ConocoPhillips	$902,373		0.0%	8,680	0.5%	Energy
QQQ Invesco QQQ	$835,814		0.0%	1,135	0.5%	ETF
UNH UnitedHealth Group	$808,400		0.0%	1,945	0.4%	Healthcare
NEE NextEra Energy	$799,585	$4,389 â–¼	-0.5%	9,110	0.4%	Utilities
IUSG iShares Core S&P U.S. Growth ETF	$792,799	$7,524 â–¼	-0.9%	4,215	0.4%	ETF
VNQ Vanguard Real Estate ETF	$789,280	$9,643 â–²	1.2%	8,185	0.4%	ETF
Cigna Corp	$731,930		0.0%	2,655	0.4%	COM
Solstice Advanced Materials In	$716,597		0.0%	8,088	0.4%	COM
DGX Quest Diagnostics	$694,136		0.0%	3,275	0.4%	Healthcare
WAT Waters	$667,946	$43,505 â–²	7.0%	1,781	0.4%	Healthcare
AOR iShares Core 60/40 Balanced Allocation ETF	$666,789	$209 â–²	0.0%	9,594	0.4%	ETF
CL Colgate-Palmolive	$642,677		0.0%	7,010	0.3%	Consumer Staples
SPHY SPDR Portfolio High Yield Bond ETF	$621,160	$5,860 â–²	1.0%	26,500	0.3%	ETF
MMM 3M	$608,782		0.0%	3,760	0.3%	Industrials
AMT American Tower	$593,759	$173,384 â–¼	-22.6%	3,630	0.3%	Real Estate
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF	$587,184		0.0%	7,800	0.3%	ETF
MDLZ Mondelez International	$571,170	$11,568 â–¼	-2.0%	9,875	0.3%	Consumer Staples
ZTS Zoetis	$568,413	$5,390 â–²	1.0%	7,910	0.3%	Healthcare
LMT Lockheed Martin	$560,406		0.0%	1,100	0.3%	Industrials
VTI Vanguard Total Stock Market ETF	$552,573	$180,243 â–²	48.4%	1,493	0.3%	ETF
iShares iBonds Dec 2031 Term M	$541,800	$103,200 â–²	23.5%	21,000	0.3%	ETF
WCN Waste Connections	$528,407		0.0%	3,170	0.3%	Industrials
MA Mastercard	$493,056		0.0%	960	0.3%	Finance
EBAY eBay	$480,525		0.0%	4,300	0.3%	Consumer Discretionary
AMGN Amgen	$465,324		0.0%	1,285	0.3%	Healthcare
ED Consolidated Edison	$445,286		0.0%	4,025	0.2%	Utilities
MET MetLife	$444,203	$12,692 â–¼	-2.8%	5,250	0.2%	Finance
CAVA CAVA Group	$441,450	$7,848 â–²	1.8%	5,625	0.2%	Consumer Discretionary
LH Labcorp	$439,600		0.0%	1,570	0.2%	Healthcare
WTRG Essential Utilities	$438,113		0.0%	11,436	0.2%	Utilities
EFA iShares MSCI EAFE ETF	$415,520		0.0%	4,000	0.2%	ETF
VGT Vanguard Information Technology ETF	$411,149	$359,755 â–²	700.0%	3,440	0.2%	ETF

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