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Godshalk Welsh Capital Management, Inc.
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $185,589,402
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- Apple Inc · COM · 037833100 · shares: $9,310,737
- Microsoft Corporation · COM · 594918104 · shares: $7,357,820
- Alphabet Inc Cl A · COM · 02079K305 · shares: $6,350,108
- Costco Wholesale Corp · COM · 22160K105 · shares: $5,307,876
- Berkshire Hathaway Inc Cl B · COM · 084670702 · shares: $4,409,937
- Oracle Corp · COM · 68389X105 · shares: $4,302,708
- Cisco Systems Inc · COM · 17275R102 · shares: $4,274,957
- Alphabet Inc Cl C · COM · 02079K107 · shares: $4,006,762
- iShares Russell 2000 Index · ETF · 464287655 · shares: $3,821,724
- iShares iBonds Dec 2028 Term C · ETF · 46435U515 · shares: $3,657,463
Reported holdings
137 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| Apple Inc | COM | 037833100 | — | 32,177 shares | $9,310,737 |
| Microsoft Corporation | COM | 594918104 | — | 19,725 shares | $7,357,820 |
| Alphabet Inc Cl A | COM | 02079K305 | — | 17,769 shares | $6,350,108 |
| Costco Wholesale Corp | COM | 22160K105 | — | 5,674 shares | $5,307,876 |
| Berkshire Hathaway Inc Cl B | COM | 084670702 | — | 8,813 shares | $4,409,937 |
| Oracle Corp | COM | 68389X105 | — | 29,360 shares | $4,302,708 |
| Cisco Systems Inc | COM | 17275R102 | — | 36,395 shares | $4,274,957 |
| Alphabet Inc Cl C | COM | 02079K107 | — | 11,340 shares | $4,006,762 |
| iShares Russell 2000 Index | ETF | 464287655 | — | 12,720 shares | $3,821,724 |
| iShares iBonds Dec 2028 Term C | ETF | 46435U515 | — | 144,850 shares | $3,657,463 |
| American Express | COM | 025816109 | — | 10,745 shares | $3,634,496 |
| Corning Inc | COM | 219350105 | — | 13,350 shares | $3,409,991 |
| Invesco S&P 500 Eq Wt | ETF | 46137V357 | — | 15,205 shares | $3,235,185 |
| WR Berkley Corp | COM | 084423102 | — | 45,158 shares | $3,184,994 |
| iShares iBonds Dec 2029 Term C | ETF | 46436E205 | — | 136,800 shares | $3,168,288 |
| Globus Medical Inc A | COM | 379577208 | — | 40,000 shares | $3,160,400 |
| JP Morgan Chase & Co | COM | 46625H100 | — | 9,370 shares | $3,067,082 |
| iShares iBonds Dec 2027 Term C | ETF | 46435UAA9 | — | 126,585 shares | $3,065,889 |
| Johnson & Johnson | COM | 478160104 | — | 11,701 shares | $2,971,703 |
| iShares Core MSCI EAFE | ETF | 46432F842 | — | 27,845 shares | $2,689,230 |
| Bank of America Corp | COM | 060505104 | — | 43,870 shares | $2,499,713 |
| Fidelity High Dividend | ETF | 316092840 | — | 41,104 shares | $2,478,160 |
| iShares iBonds Dec 2030 Term C | ETF | 46436E726 | — | 101,850 shares | $2,220,330 |
| iShares iBonds Dec 2026 Term C | ETF | 46435GAA0 | — | 90,125 shares | $2,183,729 |
| T Rowe Price Capital Apprec Eq | ETF | 87283Q867 | — | 51,500 shares | $2,116,650 |
| Procter & Gamble | COM | 742718109 | — | 14,345 shares | $2,103,551 |
| Home Depot Inc | COM | 437076102 | — | 5,614 shares | $1,979,946 |
| Taiwan Semiconductor Mfg ADR | ADR | 874039100 | — | 4,065 shares | $1,941,322 |
| TJX Companies Inc | COM | 872540109 | — | 12,565 shares | $1,903,598 |
| Sysco Corporation | COM | 871829107 | — | 22,500 shares | $1,880,550 |
| Valero Energy Corp | COM | 91913Y100 | — | 7,200 shares | $1,875,168 |
| Waste Management Inc | COM | 94106L109 | — | 8,355 shares | $1,862,162 |
| Automatic Data Processing | COM | 053015103 | — | 7,975 shares | $1,786,001 |
| Intuit Inc | COM | 461202103 | — | 6,670 shares | $1,740,870 |
| Chevron Corp | COM | 166764100 | — | 10,475 shares | $1,736,336 |
| Lowes Companies Inc | COM | 548661107 | — | 7,480 shares | $1,649,265 |
| Paychex Inc | COM | 704326107 | — | 16,655 shares | $1,637,686 |
| Walmart Inc | COM | 931142103 | — | 13,835 shares | $1,566,952 |
| RTX Corp | COM | 75513E101 | — | 8,021 shares | $1,521,824 |
| Merck & Co | COM | 58933Y105 | — | 11,735 shares | $1,507,948 |
| Vanguard Div Appreciation | ETF | 921908844 | — | 6,234 shares | $1,475,089 |
| iShares iBonds Dec 2031 Term C | ETF | 46436E486 | — | 68,550 shares | $1,428,582 |
| SPDR S&P 500 | ETF | 78462F103 | — | 1,875 shares | $1,400,194 |
| Starbucks Corp | COM | 855244109 | — | 13,610 shares | $1,390,806 |
| iShares Short Term Nat Muni Bd | ETF | 464288158 | — | 12,850 shares | $1,368,140 |
| iShares Core Moderate Allocati | ETF | 464289875 | — | 27,229 shares | $1,358,471 |
| Ecolab Inc | COM | 278865100 | — | 4,860 shares | $1,354,045 |
| AbbVie Inc | COM | 00287Y109 | — | 5,181 shares | $1,303,747 |
| Visa Inc | COM | 92826C839 | — | 3,745 shares | $1,284,872 |
| iShares iBonds Dec 2028 Term M | ETF | 46435U325 | — | 49,500 shares | $1,266,210 |
| iShares iBonds Dec 2029 Term M | ETF | 46436E163 | — | 48,500 shares | $1,231,415 |
| iShares National Muni | ETF | 464288414 | — | 11,350 shares | $1,221,487 |
| CSX Corp | COM | 126408103 | — | 25,640 shares | $1,218,669 |
| Phillips 66 | COM | 718546104 | — | 7,100 shares | $1,200,255 |
| Blackstone Group Inc | COM | 09260D107 | — | 9,780 shares | $1,150,813 |
| iShares iBonds Dec 2027 Term M | ETF | 46435U283 | — | 45,000 shares | $1,143,900 |
| Pepsico Inc | COM | 713448108 | — | 8,325 shares | $1,127,205 |
| McDonalds Corp | COM | 580135101 | — | 4,110 shares | $1,110,974 |
| IdaCorp Incorporated | COM | 451107106 | — | 7,336 shares | $1,109,937 |
| iShares iBonds Dec 2030 Term M | ETF | 46438G687 | — | 42,500 shares | $1,099,475 |
| iShares Russell Top 200 Growth | ETF | 464289438 | — | 3,609 shares | $1,048,848 |
| iShares iBonds Dec 2026 Term M | ETF | 46435U259 | — | 40,500 shares | $1,038,424 |
| Becton Dickinson & Co | COM | 075887109 | — | 6,845 shares | $1,035,854 |
| L3Harris Technologies Inc | COM | 502431109 | — | 3,435 shares | $998,177 |
| YUM! Brands Inc | COM | 988498101 | — | 5,935 shares | $948,769 |
| RPM International | COM | 749685103 | — | 8,355 shares | $928,658 |
| Uber Technologies Inc | COM | 90353T100 | — | 12,800 shares | $923,648 |
| Applied Materials Inc | COM | 654902204 | — | 1,275 shares | $921,825 |
| ConocoPhillips | COM | 20825C104 | — | 8,680 shares | $902,373 |
| Invesco QQQ Trust | ETF | 46090E103 | — | 1,135 shares | $835,814 |
| UnitedHealth Group Inc | COM | 91324P102 | — | 1,945 shares | $808,400 |
| NextEra Energy Inc | COM | 65339F101 | — | 9,110 shares | $799,585 |
| iShares Core S&P US Growth | ETF | 464287671 | — | 4,215 shares | $792,799 |
| Vanguard REIT | ETF | 922908553 | — | 8,185 shares | $789,280 |
| Cigna Corp | COM | 125509109 | — | 2,655 shares | $731,930 |
| Solstice Advanced Materials In | COM | 83443Q103 | — | 8,088 shares | $716,597 |
| Quest Diagnostics Inc | COM | 74834L100 | — | 3,275 shares | $694,136 |
| Waters Corp | COM | 941848103 | — | 1,781 shares | $667,946 |
| iShares Core Growth Allocation | ETF | 464289867 | — | 9,594 shares | $666,789 |
| Colgate-Palmolive Co | COM | 194162103 | — | 7,010 shares | $642,677 |
| SPDR Portfolio High Yield Bond | ETF | 78468R606 | — | 26,500 shares | $621,160 |
| 3M Co | COM | 88579Y101 | — | 3,760 shares | $608,782 |
| American Tower Corp | COM | 03027X100 | — | 3,630 shares | $593,759 |
| iShares MSCI EmergMkt Min Vol | ETF | 464286533 | — | 7,800 shares | $587,184 |
| Mondelez Intl Inc Cl A | COM | 609207105 | — | 9,875 shares | $571,170 |
| Zoetis Inc | COM | 98978V103 | — | 7,910 shares | $568,413 |
| Lockheed Martin Corp | COM | 539830109 | — | 1,100 shares | $560,406 |
| Vanguard Total Stock Mkt | ETF | 922908769 | — | 1,493 shares | $552,573 |
| iShares iBonds Dec 2031 Term M | ETF | 46438G356 | — | 21,000 shares | $541,800 |
| Waste Connections Inc | COM | 94106B101 | — | 3,170 shares | $528,407 |
| Mastercard Inc | COM | 57636Q104 | — | 960 shares | $493,056 |
| eBay Inc | COM | 278642103 | — | 4,300 shares | $480,525 |
| Amgen Inc | COM | 031162100 | — | 1,285 shares | $465,324 |
| Consolidated Edison Inc | COM | 209115104 | — | 4,025 shares | $445,286 |
| MetLife Inc | COM | 59156R108 | — | 5,250 shares | $444,203 |
| Cava Group Inc | COM | 148929102 | — | 5,625 shares | $441,450 |
| Labcorp Hldgs Inc. | COM | 50540R409 | — | 1,570 shares | $439,600 |
| Essential Utilities Inc | COM | 29670G102 | — | 11,436 shares | $438,113 |
| iShares MSCI EAFE Index | ETF | 464287465 | — | 4,000 shares | $415,520 |
| Vanguard Info Technology | ETF | 92204A702 | — | 3,440 shares | $411,149 |