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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) |
|---|---|---|---|---|---|
| Masco Corp | COM | 574599106 | — | 4,900 shares | $398,713 |
| Target Corporation | COM | 87612E106 | — | 2,950 shares | $385,300 |
| Vgd Consumer Discretionary | ETF | 92204A108 | — | 955 shares | $378,763 |
| American Water Works Inc | COM | 030420103 | — | 2,725 shares | $358,556 |
| Union Pacific Corp | COM | 907818108 | — | 1,300 shares | $353,600 |
| ExxonMobil Holdings Corp | COM | 30231G102 | — | 2,575 shares | $352,054 |
| Republic Services Inc | COM | 760759100 | — | 1,625 shares | $346,255 |
| Honeywell International Inc | COM | 438516106 | — | 1,530 shares | $342,567 |
| Honeywell Aerospace Inc | COM | 43849R105 | — | 1,528 shares | $337,810 |
| BHP Billiton Ltd ADR | ADR | 088606108 | — | 4,050 shares | $337,406 |
| Airbnb Inc | COM | 009066101 | — | 2,355 shares | $337,001 |
| Schwab US Small Cap | ETF | 808524607 | — | 8,800 shares | $317,944 |
| Analog Devices Inc | COM | 032654105 | — | 800 shares | $317,736 |
| Intel Corp | COM | 458140100 | — | 2,275 shares | $317,658 |
| Coca-Cola Company | COM | 191216100 | — | 3,900 shares | $316,953 |
| Qnity Electronics Inc | COM | 74743L100 | — | 1,924 shares | $314,208 |
| Markel Corp | COM | 570535104 | — | 148 shares | $289,045 |
| Capital One Financial | COM | 14040H105 | — | 1,440 shares | $288,893 |
| Abbott Laboratories | COM | 002824100 | — | 3,125 shares | $283,563 |
| IBM Corp | COM | 459200101 | — | 1,000 shares | $281,210 |
| Vgd Int Term Bond Index Fund | ETF | 921937819 | — | 3,593 shares | $275,616 |
| Vanguard Short Term Bond Index | ETF | 921937827 | — | 3,377 shares | $263,140 |
| Hilton Worldwide Hldgs | COM | 43300A203 | — | 775 shares | $256,107 |
| Chubb Limited | COM | H1467J104 | — | 740 shares | $252,148 |
| Lilly Eli & Co | COM | 532457108 | — | 210 shares | $251,880 |
| Simon Property Group | COM | 828806109 | — | 1,125 shares | $251,606 |
| Elevance Health | COM | 036752103 | — | 625 shares | $241,706 |
| Corteva Inc | COM | 22052L104 | — | 2,852 shares | $241,536 |
| Southern Company | COM | 842587107 | — | 2,500 shares | $239,275 |
| Carrier Global Corp | COM | 14448C104 | — | 3,175 shares | $232,886 |
| Vanguard S&P Small-Cap 600 Gro | ETF | 921932794 | — | 1,485 shares | $227,829 |
| Franklin Financial Services | COM | 353525108 | — | 3,500 shares | $219,100 |
| American Electric Power Co | COM | 025537101 | — | 1,600 shares | $218,896 |
| Grainger W W Inc | COM | 384802104 | — | 160 shares | $217,664 |
| Caterpillar Inc | COM | 149123101 | — | 200 shares | $212,980 |
| Clorox Company | COM | 189054109 | — | 2,175 shares | $207,582 |
| Emerson Electric Co | COM | 291011104 | — | 1,400 shares | $200,410 |