Godshalk Welsh Capital Management, Inc.

CIK

1631775

Location

RADNOR, PA

Portfolio Value

Small $183,512,733

Diversification

Diversified

Filing Date

Global Rank

#6,754 / 8,794 ▲ 29 · as of Jun 2026

Top Industry

Software - Infrastructure 8.8%

Period ended 3 months ago

Filed Aug 14, 2026 · 51d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

113 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

18.4%

+12.3 pts

Top 5

36.0%

+11.6 pts

Top 10

46.9%

+10.2 pts

HHI

490

Diversified+266

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	28.0%	$51,394,053	16
Technology	20.7%	$37,933,480	15
Financial Services	11.6%	$21,218,346	13
Consumer Defensive	7.7%	$14,109,793	10
Healthcare	7.6%	$13,961,014	13
Consumer Cyclical	5.7%	$10,498,436	10
Communication Services	5.6%	$10,356,869	1
Industrials	5.4%	$9,941,310	16
Energy	3.3%	$6,066,185	5
Utilities	2.0%	$3,609,644	7
Basic Materials	1.9%	$3,578,238	5
Real Estate	0.5%	$845,365	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+49,068	1,015,969	$33,712,891
EDV	Vanguard World Funds Extended Duration ETF	+3,010	4,395	$789,910
TACN	T. Rowe Price Active Core International Equity ETF	+2,625	51,500	$2,116,650
FBCG	Fidelity Blue Chip Growth ETF	+1,185	41,104	$2,478,160
VB	Vanguard Morningstar Small-Cap ETF	+487	1,493	$552,469
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+250	26,500	$621,160
WMT	Walmart Inc.	+210	13,835	$1,566,952
ABI	VictoryShares Pioneer Asset-Based Income ETF	+186	15,205	$3,235,167
BDX	Becton Dickinson & Co	+130	6,845	$1,035,853
WAT	Waters Corp /De/	+116	1,781	$667,946
CAVA	Cava Group, Inc.	+100	5,625	$441,450
TJX	Tjx Companies Inc /De/	+100	12,565	$1,903,597
ABNB	Airbnb, Inc.	+100	2,355	$337,000
COF	Capital One Financial Corp	+100	1,440	$288,892
ZTS	Zoetis Inc.	+75	7,910	$568,412
AXP	American Express Co	+35	10,745	$3,634,496
COST	Costco Wholesale Corp /New	+25	5,674	$5,307,856
BIV	Vanguard Intermediate-Term Bond ETF	+15	6,970	$538,685
—		+3	9,594	$666,783
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HON	Honeywell International Inc	−1,530	1,530	$342,567
AMT	American Tower Corp /Ma/	−1,060	3,630	$593,759
INTU	Intuit Inc.	−715	6,670	$1,740,870
CSCO	Cisco Systems, Inc.	−675	36,395	$4,274,956
VIG	Vanguard Dividend Appreciation ETF	−300	14,419	$2,264,368
CSX	Csx Corp	−250	25,640	$1,218,669
BX	Blackstone Inc.	−225	9,780	$1,150,812
BRK-B	Berkshire Hathaway Inc	−220	8,813	$4,409,937
BAC	Bank Of America Corp /De/	−200	43,870	$2,499,712
MDLZ	Mondelez International, Inc.	−200	9,875	$571,170
SYY	Sysco Corp	−150	22,500	$1,880,550
MET	Metlife Inc	−150	5,250	$444,202
JPM	Jpmorgan Chase & Co	−125	9,370	$3,067,082
AAPL	Apple Inc.	−125	32,177	$9,310,736
GOOGL	Alphabet Inc.	−105	29,109	$10,356,869
WM	Waste Management Inc	−100	8,355	$1,862,162
ORCL	Oracle Corp	−100	29,360	$4,302,708
JNJ	Johnson & Johnson	−98	11,701	$2,971,702
MSFT	Microsoft Corp	−90	19,725	$7,357,819
GLW	Corning Inc /Ny	−75	13,350	$3,409,990
PEP	Pepsico Inc	−75	8,325	$1,127,205
MRK	Merck & Co., Inc.	−50	11,735	$1,507,947
VLO	Valero Energy Corp/Tx	−50	7,200	$1,875,168
RTX	RTX Corp	−50	8,021	$1,521,824
TGT	Target Corp	−50	2,950	$385,299
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	1,528	$337,810
INTC	Intel Corp	2,275	$317,658
LLY	ELI LILLY & Co	210	$251,880
ELV	Elevance Health, Inc.	625	$241,706
CARR	CARRIER GLOBAL Corp	3,175	$232,886
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	1,485	$227,828
FRAF	Franklin Financial Services Corp /Pa/	3,500	$219,100
GWW	W.W. Grainger, Inc.	160	$217,664
CAT	Caterpillar Inc	200	$212,980
EMR	Emerson Electric Co	1,400	$200,410
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
HSY	Hershey Co	1,100	$228,679
VZ	Verizon Communications Inc	4,433	$222,536
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

113 tracked positions · $183,512,733 total · filing declares 137 positions · $185,589,402 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 113 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	1,015,969	+49,068	$33,712,891	—	18.37%
GOOGL	Alphabet Inc. Communication Services	Reduced	29,109	-105	$10,356,869	+23.4%	5.64%
AAPL	Apple Inc. Technology	Reduced	32,177	-125	$9,310,736	+13.6%	5.07%
MSFT	Microsoft Corp Technology	Reduced	19,725	-90	$7,357,819	+0.3%	4.01%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	5,674	+25	$5,307,856	−5.7%	2.89%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	8,813	-220	$4,409,937	+1.9%	2.40%
ORCL	Oracle Corp Technology	Reduced	29,360	-100	$4,302,708	−0.7%	2.34%
CSCO	Cisco Systems, Inc. Technology	Reduced	36,395	-675	$4,274,956	+48.6%	2.33%
AXP	American Express Co Financial Services	Added	10,745	+35	$3,634,496	+12.2%	1.98%
GLW	Corning Inc /Ny Technology	Reduced	13,350	-75	$3,409,990	+86.8%	1.86%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	15,205	+186	$3,235,167	+12.2%	1.76%
WRB	Berkley W R Corp Financial Services	Held	45,158	0	$3,184,993	+6.4%	1.74%
GMED	Globus Medical Inc Healthcare	Held	40,000	0	$3,160,400	−8.3%	1.72%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	9,370	-125	$3,067,082	+9.8%	1.67%
JNJ	Johnson & Johnson Healthcare	Reduced	11,701	-98	$2,971,702	+3.0%	1.62%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	43,870	-200	$2,499,712	+16.4%	1.36%
FBCG	Fidelity Blue Chip Growth ETF	Added	41,104	+1,185	$2,478,160	+12.4%	1.35%
VIG	Vanguard Dividend Appreciation ETF	Reduced	14,419	-300	$2,264,368	+5.6%	1.23%
TACN	T. Rowe Price Active Core International Equity ETF	Added	51,500	+2,625	$2,116,650	+21.7%	1.15%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	14,345	0	$2,103,550	+1.5%	1.15%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	5,614	-5	$1,979,945	+7.1%	1.08%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	4,065	-25	$1,941,322	+40.5%	1.06%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	12,565	+100	$1,903,597	−4.4%	1.04%
SYY	Sysco Corp Consumer Defensive	Reduced	22,500	-150	$1,880,550	+16.4%	1.02%
VLO	Valero Energy Corp/Tx Energy	Reduced	7,200	-50	$1,875,168	+4.7%	1.02%
WM	Waste Management Inc Industrials	Reduced	8,355	-100	$1,862,162	−4.2%	1.01%
ADP	Automatic Data Processing Inc Technology	Held	7,975	0	$1,786,001	+10.2%	0.97%
INTU	Intuit Inc. Technology	Reduced	6,670	-715	$1,740,870	−45.5%	0.95%
CVX	Chevron Corp Energy	Held	10,475	0	$1,736,336	−19.9%	0.95%
LOW	Lowes Companies Inc Consumer Cyclical	Held	7,480	0	$1,649,265	−6.7%	0.90%
PAYX	Paychex Inc Technology	Held	16,655	0	$1,637,686	+6.7%	0.89%
WMT	Walmart Inc. Consumer Defensive	Added	13,835	+210	$1,566,952	−7.5%	0.85%
RTX	RTX Corp Industrials	Reduced	8,021	-50	$1,521,824	−2.3%	0.83%
MRK	Merck & Co., Inc. Healthcare	Reduced	11,735	-50	$1,507,947	+6.4%	0.82%
SPY	Spdr S&P 500 ETF Trust	Held	1,875	0	$1,400,193	+14.8%	0.76%
SBUX	Starbucks Corp Consumer Cyclical	Held	13,610	0	$1,390,805	+14.1%	0.76%
ECL	Ecolab Inc. Basic Materials	Held	4,860	0	$1,354,044	+4.7%	0.74%
ABBV	AbbVie Inc. Healthcare	Held	5,181	0	$1,303,746	+15.7%	0.71%
V	Visa Inc. Financial Services	Held	3,745	0	$1,284,872	+13.5%	0.70%
CSX	Csx Corp Industrials	Reduced	25,640	-250	$1,218,669	+14.7%	0.66%
PSX	Phillips 66 Energy	Held	7,100	0	$1,200,255	−7.2%	0.65%
BX	Blackstone Inc. Financial Services	Reduced	9,780	-225	$1,150,812	+0.0%	0.63%
PEP	Pepsico Inc Consumer Defensive	Reduced	8,325	-75	$1,127,205	−13.6%	0.61%
MCD	Mcdonalds Corp Consumer Cyclical	Held	4,110	0	$1,110,974	−13.0%	0.61%
IDA	Idacorp Inc Utilities	Held	7,336	0	$1,109,936	+5.8%	0.60%
		Held	3,609	0	$1,048,847	+16.8%	0.57%
BDX	Becton Dickinson & Co Healthcare	Added	6,845	+130	$1,035,853	−1.9%	0.56%
LHX	L3harris Technologies, Inc. /De/ Industrials	Held	3,435	0	$998,176	−15.8%	0.54%
YUM	Yum Brands Inc Consumer Cyclical	Held	5,935	0	$948,769	+2.8%	0.52%
RPM	Rpm International Inc/De/ Basic Materials	Held	8,355	0	$928,658	+11.8%	0.51%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.