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 Market Cap. of $200 Billions or more