Universe · entity
Godshalk Welsh Capital Management, Inc.
Institutional manager (13F) · CIK 1631775
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $127M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Apple Inc | $8M | 32,302 |
| 2 | Microsoft Corporation | $7M | 19,815 |
| 3 | Costco Wholesale Corp | $6M | 5,649 |
| 4 | Alphabet Inc Cl A | $5M | 17,874 |
| 5 | Oracle Corp | $4M | 29,460 |
| 6 | Berkshire Hathaway Inc Cl B | $4M | 9,033 |
| 7 | iShares iBonds Dec 2028 Term C | $4M | 138,850 |
| 8 | Globus Medical Inc A | $3M | 40,000 |
| 9 | Alphabet Inc Cl C | $3M | 11,340 |
| 10 | American Express | $3M | 10,710 |
| 11 | Intuit Inc | $3M | 7,385 |
| 12 | iShares Russell 2000 Index | $3M | 12,722 |
| 13 | iShares iBonds Dec 2029 Term C | $3M | 132,750 |
| 14 | iShares iBonds Dec 2027 Term C | $3M | 125,335 |
| 15 | WR Berkley Corp | $3M | 45,158 |
| 16 | Johnson & Johnson | $3M | 11,799 |
| 17 | Invesco S&P 500 Eq Wt | $3M | 15,019 |
| 18 | Cisco Systems Inc | $3M | 37,070 |
| 19 | JP Morgan Chase & Co | $3M | 9,495 |
| 20 | iShares Core MSCI EAFE | $3M | 27,990 |
| 21 | Fidelity High Dividend | $2M | 39,919 |
| 22 | iShares iBonds Dec 2026 Term C | $2M | 90,025 |
| 23 | Chevron Corp | $2M | 10,475 |
| 24 | Bank of America Corp | $2M | 44,070 |
| 25 | iShares iBonds Dec 2030 Term C | $2M | 95,100 |
| 26 | Procter & Gamble | $2M | 14,345 |
| 27 | TJX Companies Inc | $2M | 12,465 |
| 28 | Waste Management Inc | $2M | 8,455 |
| 29 | Home Depot Inc | $2M | 5,619 |
| 30 | Corning Inc | $2M | 13,425 |
| 31 | Valero Energy Corp | $2M | 7,250 |
| 32 | Lowes Companies Inc | $2M | 7,480 |
| 33 | T Rowe Price Capital Apprec Eq | $2M | 48,875 |
| 34 | Walmart Inc | $2M | 13,625 |
| 35 | Automatic Data Processing | $2M | 7,975 |
| 36 | Sysco Corporation | $2M | 22,650 |
| 37 | RTX Corp | $2M | 8,071 |
| 38 | Paychex Inc | $2M | 16,655 |
| 39 | Vanguard Div Appreciation | $1M | 6,634 |
| 40 | Merck & Co | $1M | 11,785 |
| 41 | iShares Short Term Nat Muni Bd | $1M | 13,050 |
| 42 | Taiwan Semiconductor Mfg ADR | $1M | 4,090 |
| 43 | Pepsico Inc | $1M | 8,400 |
| 44 | iShares iBonds Dec 2031 Term C | $1M | 62,050 |
| 45 | Phillips 66 | $1M | 7,100 |
| 46 | Ecolab Inc | $1M | 4,860 |
| 47 | iShares Core Moderate Allocati | $1M | 27,224 |
| 48 | McDonalds Corp | $1M | 4,110 |
| 49 | iShares National Muni | $1M | 11,550 |
| 50 | SPDR S&P 500 | $1M | 1,875 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.