Godshalk Welsh Capital Management, Inc.

CIK 0001631775 · RADNOR, PA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Godshalk Welsh Capital Management, Inc. reported 137 positions worth $185.6M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: AAPL (5.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$185.6M
2026 Q2
Positions
137
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
28.4%
Est. Net Flow (Q)
2026 Q2
10 / 137 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLApple Inc SH$9.3M5.02%32,177
2MSFTMicrosoft Corporation SH$7.4M3.96%19,725
3GOOGLAlphabet Inc Cl A SH$6.4M3.42%17,769
4COSTCostco Wholesale Corp SH$5.3M2.86%5,674
5BRK-BBerkshire Hathaway Inc Cl B SH$4.4M2.38%8,813
6ORCLOracle Corp SH$4.3M2.32%29,360
7CSCOCisco Systems Inc SH$4.3M2.30%36,395
8GOOGAlphabet Inc Cl C SH$4.0M2.16%11,340
9IWMiShares Russell 2000 Index SH$3.8M2.06%12,720
10IBDTiShares iBonds Dec 2028 Term C SH$3.7M1.97%144,850

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Godshalk Welsh Capital Management, Inc. hold as of Q2 2026?

Godshalk Welsh Capital Management, Inc. reported 137 positions worth $185.6M in its Q2 2026 13F filing. Largest positions: AAPL (5.0%), MSFT (4.0%), GOOGL (3.4%), COST (2.9%) and BRK-B (2.4%).

What did Godshalk Welsh Capital Management, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Godshalk Welsh Capital Management, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.