Godshalk Welsh Capital Management, Inc. Portfolio Holdings

Godshalk Welsh Capital Management, Inc.

  • $150 Million
  • Q1 2025

Godshalk Welsh Capital Management, Inc. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $150 Million distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $8.05M, Apple Inc. with a value of $7.99M, Costco Wholesale Corp with a value of $5.8M, Berkshire Hathaway Inc Class B with a value of $5.36M, and Intuit Inc with a value of $4.75M.

Examining the 13F form we can see an decrease of $1.86M in the current position value, from $152M to 150M.

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 $150 Million
Technology: $30 Million
ETFs: $27.9 Million
Financial Services: $20.6 Million
Consumer Defensive: $15.8 Million
Healthcare: $14.1 Million
Industrials: $13.5 Million
Consumer Cyclical: $9.41 Million
Communication Services: $5.46 Million
Other: $13.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.8T
$8.05 Million 5.37% of portfolio
21,434
Q1 2025 Reduced 0.98%
$3.41T
$7.99 Million 5.33% of portfolio
35,977
Q1 2025 Reduced 2.92%
$419B
$5.8 Million 3.87% of portfolio
6,131
Q1 2025 Reduced 3.05%
$631B
$5.36 Million 3.57% of portfolio
10,063
Q1 2025 Added 0.6%
$215B
$4.75 Million 3.16% of portfolio
7,730
Q1 2025 Reduced 0.99%
$657B
$4.29 Million 2.86% of portfolio
30,695
Q4 2024 Reduced 2.77%
$4B
$3.66 Million 2.44% of portfolio
50,000
Q1 2025 Reduced 9.09%
$18B
$3.41 Million 2.27% of portfolio
47,909
Q1 2025 Reduced 1.08%
$226B
$3.09 Million 2.06% of portfolio
11,470
Q1 2025 Reduced 2.49%
$1.07T
$3.01 Million 2.01% of portfolio
19,470
Q1 2025 Reduced 1.64%
$51.4B
$2.71 Million 1.81% of portfolio
17,555
Q1 2025 Reduced 1.65%
$367B
$2.52 Million 1.68% of portfolio
14,760
Q1 2025 Added 0.79%
$125B
$2.49 Million 1.66% of portfolio
8,145
Q1 2025 Added 5.66%
$853B
$2.47 Million 1.64% of portfolio
10,050
Q1 2025 Reduced 1.66%
$281B
$2.34 Million 1.56% of portfolio
37,995
Q1 2025 Reduced 0.08%
$373B
$2.11 Million 1.4% of portfolio
5,744
Q1 2025 Reduced 1.54%
$92.5B
$2.04 Million 1.36% of portfolio
8,830
Q1 2025 Reduced 0.73%
$381B
$1.92 Million 1.28% of portfolio
45,995
Q1 2025 Reduced 1.92%
$137B
$1.85 Million 1.23% of portfolio
7,940
Q1 2025 Reduced 1.85%
$1.16T
$1.81 Million 1.21% of portfolio
11,575
Q1 2025 Reduced 2.94%
$293B
$1.75 Million 1.16% of portfolio
10,438
Q1 2025 Reduced 1.42%
$39.9B
$1.73 Million 1.15% of portfolio
23,078
Q4 2024 Reduced 1.43%
$145B
$1.56 Million 1.04% of portfolio
12,790
Q1 2025 Reduced 1.62%
$195B
$1.45 Million 0.96% of portfolio
9,640
Q1 2025 Added 1.15%
$118B
$1.41 Million 0.94% of portfolio
10,095
Q1 2025 Reduced 2.04%
$201B
$1.38 Million 0.92% of portfolio
15,395
Q1 2025 Reduced 3.56%
$218B
$1.35 Million 0.9% of portfolio
4,315
Q1 2025 Reduced 0.23%
$69B
$1.34 Million 0.9% of portfolio
8,160
Q1 2025 Reduced 1.27%
$574B
$1.33 Million 0.88% of portfolio
3,785
Q1 2025 Reduced 1.3%
$76.4B
$1.3 Million 0.87% of portfolio
5,120
Q1 2025 Reduced 0.97%
$105B
$1.3 Million 0.86% of portfolio
5,960
Q1 2025 Reduced 1.55%
$50B
$1.24 Million 0.83% of portfolio
5,420
Q1 2025 Reduced 1.54%
$111B
$1.24 Million 0.82% of portfolio
12,600
Q1 2025 Added 0.12%
$327B
$1.19 Million 0.79% of portfolio
5,656
Q4 2024 Reduced 0.44%
$260B
$1.15 Million 0.76% of portfolio
13,070
Q1 2025 Reduced 1.13%
$223B
$1.14 Million 0.76% of portfolio
8,626
Q1 2025 Reduced 0.58%
$264B
$1.09 Million 0.73% of portfolio
2,090
Q4 2024 Reduced 0.95%
$72.1B
$1.04 Million 0.7% of portfolio
9,487
Q1 2025 Reduced 2.57%
$41.4B
$1.02 Million 0.68% of portfolio
6,495
Q2 2024 Reduced 1.52%
$95.1B
$1 Million 0.67% of portfolio
14,812
Q1 2025 Reduced 2.63%
$9.83B
$995,000 0.66% of portfolio
25,186
Q1 2025 Reduced 1.85%
$14.3B
$989,000 0.66% of portfolio
8,555
Q4 2024 Reduced 1.16%
$56.4B
$980,000 0.65% of portfolio
7,425
Q4 2023 Added 1.37%
$116B
$937,000 0.62% of portfolio
8,930
Q1 2025 Added 5.06%
$60.6B
$879,000 0.59% of portfolio
7,125
Q1 2025 Added 0.71%
$6.13B
$852,000 0.57% of portfolio
7,336
Q2 2017 New
$46.8B
$841,000 0.56% of portfolio
8,065
Q1 2025 Reduced 2.6%
$72.2B
$791,000 0.53% of portfolio
26,890
Q2 2024 Reduced 2.89%
$150B
$758,000 0.51% of portfolio
10,700
Q1 2025 Reduced 2.73%

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $150 Million
  • Prior Value $152 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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