Godshalk Welsh Capital Management, Inc. has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $147 Million distributed in 119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $10.6M, Apple Inc. with a value of $8.45M, Costco Wholesale Corp with a value of $5.71M, Intuit Inc with a value of $5.32M, and Oracle Corp with a value of $4.66M.

Examining the 13F form we can see an increase of $310K in the current position value, from $146M to 147M.

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 $147 Million
Technology: $33 Million
ETFs: $21.3 Million
Financial Services: $17.2 Million
Consumer Defensive: $16.5 Million
Healthcare: $15.9 Million
Industrials: $12.9 Million
Consumer Cyclical: $8.84 Million
Communication Services: $7.71 Million
Other: $13.2 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $147 Million
  • Prior Value $146 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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