Godshalk Welsh Capital Management, Inc. Portfolio Holdings

Godshalk Welsh Capital Management, Inc.

  • $159 Million
  • Q2 2025

Godshalk Welsh Capital Management, Inc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $159 Million distributed in 130 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $10.2M, Apple Inc. with a value of $6.85M, Oracle Corp with a value of $6.62M, Intuit Inc with a value of $5.92M, and Costco Wholesale Corp with a value of $5.75M.

Examining the 13F form we can see an increase of $8.72M in the current position value, from $150M to 159M.

Godshalk Welsh Capital Management, Inc. is based out at Radnor, PA

Below you can find more details about Godshalk Welsh Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $159 Million
Technology: $35.7 Million
ETFs: $31.9 Million
Financial Services: $21 Million
Consumer Defensive: $16 Million
Industrials: $14.3 Million
Healthcare: $11.7 Million
Consumer Cyclical: $9.53 Million
Communication Services: $5.83 Million
Other: $12.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.79T
$10.2 Million 6.45% of portfolio
20,570
Q2 2025 Reduced 4.03%
$3.85T
$6.85 Million 4.32% of portfolio
33,392
Q2 2025 Reduced 7.19%
$601B
$6.62 Million 4.17% of portfolio
30,270
Q2 2025 Reduced 1.38%
$188B
$5.92 Million 3.73% of portfolio
7,515
Q2 2025 Reduced 2.78%
$423B
$5.75 Million 3.63% of portfolio
5,813
Q2 2025 Reduced 5.19%
$652B
$4.73 Million 2.98% of portfolio
9,733
Q2 2025 Reduced 3.28%
$247B
$3.59 Million 2.26% of portfolio
11,245
Q2 2025 Reduced 1.96%
$19.4B
$3.39 Million 2.13% of portfolio
46,094
Q2 2025 Reduced 3.79%
$1.26T
$3.25 Million 2.05% of portfolio
18,460
Q2 2025 Reduced 5.19%
$4.64B
$2.95 Million 1.86% of portfolio
50,000
Q1 2025 Reduced 9.09%
$891B
$2.87 Million 1.81% of portfolio
9,905
Q2 2025 Reduced 1.44%
$0
$2.75 Million 1.73% of portfolio
12,762
Q4 2024 Reduced 0.39%
$279B
$2.6 Million 1.64% of portfolio
37,470
Q2 2025 Reduced 1.38%
$0
$2.53 Million 1.6% of portfolio
13,946
Q2 2025 Reduced 4.54%
$49.5B
$2.53 Million 1.59% of portfolio
17,380
Q2 2025 Reduced 1.0%
$125B
$2.47 Million 1.56% of portfolio
8,010
Q2 2025 Reduced 1.66%
$0
$2.28 Million 1.44% of portfolio
27,339
Q2 2025 Reduced 1.78%
$406B
$2.14 Million 1.35% of portfolio
45,320
Q2 2025 Reduced 1.47%
$421B
$2.08 Million 1.31% of portfolio
5,669
Q2 2025 Reduced 1.31%
$0
$2.08 Million 1.31% of portfolio
85,500
Q2 2025 Added 17.61%
$92.3B
$2.01 Million 1.27% of portfolio
8,790
Q2 2025 Reduced 0.45%
$1.42T
$2.01 Million 1.27% of portfolio
11,340
Q2 2025 Reduced 2.03%
$0
$1.87 Million 1.18% of portfolio
73,750
Q2 2025 Added 27.71%
$467B
$1.85 Million 1.17% of portfolio
12,106
Q2 2025 Reduced 2.61%
$0
$1.74 Million 1.09% of portfolio
33,390
Q2 2025 Added 4.26%
$41.8B
$1.72 Million 1.08% of portfolio
22,690
Q2 2025 Reduced 1.68%
$164B
$1.7 Million 1.07% of portfolio
7,665
Q2 2025 Reduced 3.46%
$164B
$1.57 Million 0.99% of portfolio
12,675
Q2 2025 Reduced 0.9%
$0
$1.54 Million 0.97% of portfolio
64,700
Q2 2025 Added 17.64%
$120B
$1.51 Million 0.95% of portfolio
10,095
Q1 2025 Reduced 2.04%
$309B
$1.49 Million 0.94% of portfolio
10,375
Q2 2025 Reduced 0.6%
$0
$1.45 Million 0.91% of portfolio
13,625
Q2 2025 Reduced 2.15%
$78.4B
$1.38 Million 0.87% of portfolio
5,120
Q1 2025 Reduced 0.97%
$574B
$1.33 Million 0.84% of portfolio
3,750
Q2 2025 Reduced 0.92%
$90.8B
$1.31 Million 0.83% of portfolio
5,935
Q2 2025 Reduced 0.42%
$71.7B
$1.26 Million 0.8% of portfolio
8,110
Q2 2025 Reduced 0.61%
$274B
$1.24 Million 0.78% of portfolio
12,645
Q2 2025 Reduced 3.25%
$103B
$1.23 Million 0.78% of portfolio
13,450
Q2 2025 Added 6.75%
$233B
$1.2 Million 0.76% of portfolio
8,221
Q2 2025 Reduced 4.7%
$0
$1.21 Million 0.76% of portfolio
6,622
Q2 2025 Reduced 7.91%
$233B
$1.21 Million 0.76% of portfolio
4,140
Q2 2025 Reduced 4.06%
$0
$1.18 Million 0.74% of portfolio
11,275
Q1 2025 Added 3.2%
$0
$1.16 Million 0.73% of portfolio
1,875
Q4 2021 Reduced 1.32%
$202B
$1.15 Million 0.73% of portfolio
8,740
Q2 2025 Reduced 9.34%
$257B
$1.12 Million 0.71% of portfolio
11,300
Q2 2025 New
$182B
$1.08 Million 0.68% of portfolio
11,615
Q2 2025 Added 18.95%
$0
$1.07 Million 0.67% of portfolio
45,900
Q2 2025 Added 94.08%
$54.5B
$1.07 Million 0.67% of portfolio
6,185
Q2 2025 Added 14.11%
$213B
$1.03 Million 0.65% of portfolio
13,005
Q2 2025 Reduced 15.52%

Summary

  • Portfolio
  • No. of Stocks 130
  • Current Value $159 Million
  • Prior Value $150 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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