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 $184.62 million in total holdings as of September 30, 2026.
Godshalk Welsh Capital Management, Inc. owns shares of 135 different stocks, but just 59 companies or ETFs make up 80% of its holdings.
Approximately 2.16% of the portfolio was purchased this quarter.
About 2.57% of the portfolio was sold this quarter.
This quarter, Godshalk Welsh Capital Management, Inc. has purchased 137 new stocks and bought additional shares in 24 stocks.
Godshalk Welsh Capital Management, Inc. sold shares of 47 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Apple: $10,705,594
Microsoft: $10,016,937
Alphabet: $6,096,754
Costco Wholesale: $5,107,936
Berkshire Hathaway: $4,342,124

Largest New Holdings this Quarter

755111309 - RTX Corp: $1,458,466 Holding
64110L106 - Netflix: $288,757 Holding
235851102 - Danaher: $221,550 Holding
89417E109 - Travelers Companies: $213,906 Holding
46438G216 - IShares IBonds Dec 2032 Term M: $204,760 Holding

Largest Purchases this Quarter

RTX Corp: 7,856 shares (about $1.46M)
Netflix: 4,150 shares (about $288.76K)
iShares iBonds Dec 2031 Term M: 11,000 shares (about $271.26K)
Danaher: 1,000 shares (about $221.55K)
Travelers Companies: 600 shares (about $213.91K)

Largest Sales this Quarter

Zoetis: 2,870 shares (about $200.41K)
American Tower: 750 shares (about $122.77K)
Microsoft: 195 shares (about $100.02K)
Cisco Systems: 740 shares (about $79.65K)
Valero Energy: 185 shares (about $71.71K)

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	$10,705,594	$9,991 ▼	-0.1%	32,147	5.8%	Technology
MSFT Microsoft	$10,016,937	$100,016 ▼	-1.0%	19,530	5.4%	Technology
GOOGL Alphabet	$6,096,754	$17,204 ▼	-0.3%	17,719	3.3%	Communication Services
COST Costco Wholesale	$5,107,936	$57,352 ▼	-1.1%	5,611	2.8%	Consumer Staples
BRK.B Berkshire Hathaway	$4,342,124	$46,309 ▼	-1.1%	8,720	2.4%	Finance
ORCL Oracle	$3,989,938	$41,190 ▼	-1.0%	29,060	2.2%	Technology
GOOG Alphabet	$3,846,955	$17,037 ▼	-0.4%	11,290	2.1%	Communication Services
CSCO Cisco Systems	$3,837,548	$79,646 ▼	-2.0%	35,655	2.1%	Technology
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$3,616,704	$1,248 ▲	0.0%	144,900	2.0%	ETF
IWM iShares Russell 2000 ETF	$3,506,972	$27,789 ▼	-0.8%	12,620	1.9%	ETF
AXP American Express	$3,259,952	$7,603 ▼	-0.2%	10,720	1.8%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$3,201,638	$38,692 ▲	1.2%	15,391	1.7%	ETF
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$3,185,890	$132,660 ▲	4.3%	132,085	1.7%	ETF
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$3,119,875	$15,883 ▲	0.5%	137,500	1.7%	ETF
JPM JPMorgan Chase & Co.	$3,078,373	$21,504 ▼	-0.7%	9,305	1.7%	Finance
JNJ Johnson & Johnson	$3,061,983	$35,740 ▼	-1.2%	11,566	1.7%	Healthcare
WRB W.R. Berkley	$3,026,332	$23,639 ▼	-0.8%	44,808	1.6%	Finance
GMED Globus Medical	$2,996,000		0.0%	40,000	1.6%	Healthcare
IEFA iShares Core MSCI EAFE ETF	$2,785,744	$88,160 ▲	3.3%	28,755	1.5%	ETF
VLO Valero Energy	$2,719,084	$71,708 ▼	-2.6%	7,015	1.5%	Energy
FDVV Fidelity High Dividend ETF	$2,570,033	$73,787 ▲	3.0%	42,319	1.4%	ETF
BAC Bank of America	$2,341,579	$46,266 ▼	-1.9%	43,020	1.3%	Finance
TCAF T. Rowe Price Capital Appreciation Equity ETF	$2,220,232	$43,327 ▲	2.0%	52,525	1.2%	ETF
IBDV iShares iBonds Dec 2030 Term Corporate ETF	$2,185,876	$32,767 ▲	1.5%	103,400	1.2%	ETF
CVX Chevron	$2,133,995	$5,105 ▼	-0.2%	10,450	1.2%	Energy
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$2,127,666	$56,964 ▼	-2.6%	87,775	1.2%	ETF
ADP Automatic Data Processing	$2,058,029		0.0%	7,975	1.1%	Industrials
PG Procter & Gamble	$2,054,986	$29,056 ▼	-1.4%	14,145	1.1%	Consumer Staples
GLW Corning	$2,027,326	$25,370 ▼	-1.2%	13,185	1.1%	Technology
TSM Taiwan Semiconductor Manufacturing	$1,820,198	$34,214 ▼	-1.8%	3,990	1.0%	Technology
INTU Intuit	$1,807,279	$31,707 ▼	-1.7%	6,555	1.0%	Technology
PSX Phillips 66	$1,774,405	$38,297 ▼	-2.1%	6,950	1.0%	Energy
SYY Sysco	$1,729,932	$24,168 ▼	-1.4%	22,190	0.9%	Consumer Staples
MRK Merck & Co., Inc.	$1,705,213		0.0%	11,735	0.9%	Healthcare
WM Waste Management	$1,693,556	$10,196 ▼	-0.6%	8,305	0.9%	Industrials
TJX TJX Companies	$1,636,013	$26,462 ▼	-1.6%	12,365	0.9%	Consumer Discretionary
PAYX Paychex	$1,613,430	$27,088 ▼	-1.7%	16,380	0.9%	Industrials
HD Home Depot	$1,587,170	$9,957 ▼	-0.6%	5,579	0.9%	Consumer Discretionary
Walmart Inc	$1,500,085	$62,352 ▲	4.3%	14,435	0.8%	COM
RTX Corp	$1,458,466	$1,458,466 ▲	New Holding	7,856	0.8%	COM
VIG Vanguard Dividend Appreciation ETF	$1,450,255	$4,200 ▼	-0.3%	6,216	0.8%	ETF
SPY SPDR S&P 500 ETF Trust	$1,429,931		0.0%	1,875	0.8%	ETF
IBDW iShares iBonds Dec 2031 Term Corporate ETF	$1,412,224	$37,111 ▲	2.7%	70,400	0.8%	ETF
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF	$1,387,728	$143,298 ▲	11.5%	55,200	0.8%	ETF
LOW Lowe's Companies	$1,369,275	$9,215 ▼	-0.7%	7,430	0.7%	Consumer Discretionary
ABBV AbbVie	$1,355,298		0.0%	5,181	0.7%	Healthcare
V Visa	$1,354,674	$8,983 ▲	0.7%	3,770	0.7%	Finance
iShares iBonds Dec 2029 Term M	$1,352,731	$153,326 ▲	12.8%	54,700	0.7%	ETF
SUB iShares Short-Term National Muni Bond ETF	$1,343,339		0.0%	12,850	0.7%	ETF
ECL Ecolab	$1,334,459		0.0%	4,860	0.7%	Materials
AOM iShares Core 40/60 Moderate Allocation ETF	$1,316,499	$10,625 ▼	-0.8%	27,011	0.7%	ETF
SBUX Starbucks	$1,278,796		0.0%	13,610	0.7%	Consumer Discretionary
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF	$1,241,808	$106,008 ▲	9.3%	49,200	0.7%	ETF
BDX Becton, Dickinson and Company	$1,216,305	$8,950 ▼	-0.7%	6,795	0.7%	Healthcare
CSX CSX	$1,192,516		0.0%	25,640	0.6%	Industrials
iShares iBonds Dec 2030 Term M	$1,167,500	$105,000 ▲	9.9%	46,700	0.6%	ETF
MUB iShares National Muni Bond ETF	$1,127,265	$20,220 ▼	-1.8%	11,150	0.6%	ETF
COP ConocoPhillips	$1,086,302		0.0%	8,680	0.6%	Energy
BX Blackstone	$1,068,218	$28,023 ▼	-2.6%	9,530	0.6%	Finance
IWY iShares Russell Top 200 Growth ETF	$1,064,330		0.0%	3,609	0.6%	ETF
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF	$1,051,240	$12,820 ▲	1.2%	41,000	0.6%	ETF
PEP PepsiCo	$1,042,272	$12,672 ▼	-1.2%	8,225	0.6%	Consumer Staples
IDA IDACORP	$959,035		0.0%	7,336	0.5%	Utilities
MCD McDonald's	$949,163		0.0%	4,110	0.5%	Consumer Discretionary
UBER Uber Technologies	$876,928		0.0%	12,800	0.5%	Industrials
RPM RPM International	$849,055	$24,667 ▲	3.0%	8,605	0.5%	Materials
QQQ Invesco QQQ	$839,639		0.0%	1,135	0.5%	ETF
LHX L3Harris Technologies	$819,259	$5,920 ▲	0.7%	3,460	0.4%	Industrials
IUSG iShares Core S&P U.S. Growth ETF	$816,656		0.0%	4,215	0.4%	ETF
iShares iBonds Dec 2031 Term M	$789,120	$271,260 ▲	52.4%	32,000	0.4%	ETF
YUM Yum! Brands	$781,910	$27,268 ▼	-3.4%	5,735	0.4%	Consumer Discretionary
WAT Waters	$775,523	$7,030 ▼	-0.9%	1,765	0.4%	Healthcare
DGX Quest Diagnostics	$763,304		0.0%	3,275	0.4%	Healthcare
VNQ Vanguard Real Estate ETF	$738,103	$4,481 ▲	0.6%	8,235	0.4%	ETF
UNH UnitedHealth Group	$713,971		0.0%	1,945	0.4%	Healthcare
Cigna Corp	$708,117	$13,591 ▼	-1.9%	2,605	0.4%	COM
NEE NextEra Energy	$689,991		0.0%	9,110	0.4%	Utilities
AOR iShares Core 60/40 Balanced Allocation ETF	$659,400	$1,987 ▲	0.3%	9,623	0.4%	ETF
NOK Nokia	$652,010		0.0%	1,275	0.4%	Technology
MMM 3M	$617,204		0.0%	3,760	0.3%	Industrials
SPHY SPDR Portfolio High Yield Bond ETF	$598,635		0.0%	26,500	0.3%	ETF
CL Colgate-Palmolive	$598,093		0.0%	7,010	0.3%	Consumer Staples
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF	$577,590		0.0%	7,800	0.3%	ETF
MDLZ Mondelez International	$570,973		0.0%	9,875	0.3%	Consumer Staples
LMT Lockheed Martin	$560,175		0.0%	1,100	0.3%	Industrials
VTI Vanguard Total Stock Market ETF	$558,883		0.0%	1,493	0.3%	ETF
MA Mastercard	$529,411		0.0%	960	0.3%	Finance
AMGN Amgen	$516,350	$25,291 ▼	-4.7%	1,225	0.3%	Healthcare
MET MetLife	$480,216	$14,124 ▼	-2.9%	5,100	0.3%	Finance
AMT American Tower	$471,427	$122,767 ▼	-20.7%	2,880	0.3%	Real Estate
WCN Waste Connections	$464,869	$23,090 ▼	-4.7%	3,020	0.3%	Industrials
TGT Target	$462,236		0.0%	2,950	0.3%	Consumer Staples
LH Labcorp	$460,624	$23,108 ▼	-4.8%	1,495	0.2%	Healthcare
EBAY eBay	$456,015		0.0%	4,300	0.2%	Consumer Discretionary
Solstice Advanced Materials In	$455,516		0.0%	8,088	0.2%	COM
VGT Vanguard Information Technology ETF	$432,305		0.0%	3,440	0.2%	ETF
XOM ExxonMobil	$419,081		0.0%	2,575	0.2%	Energy
WTRG Essential Utilities	$418,784	$29,392 ▼	-6.6%	10,686	0.2%	Utilities
EFA iShares MSCI EAFE ETF	$415,560		0.0%	4,000	0.2%	ETF
ED Consolidated Edison	$390,953	$20,442 ▼	-5.0%	3,825	0.2%	Utilities

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