Godshalk Welsh Capital Management, Inc. Portfolio Holdings

Godshalk Welsh Capital Management, Inc.

  • $155 Million
  • Q3 2024

Godshalk Welsh Capital Management, Inc. has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $155 Million distributed in 124 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $9.64M, Apple Inc. with a value of $8.99M, Costco Wholesale Corp with a value of $5.84M, Oracle Corp with a value of $5.38M, and Intuit Inc with a value of $4.94M.

Examining the 13F form we can see an increase of $7.97M in the current position value, from $147M to 155M.

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 $155 Million
Technology: $33.3 Million
ETFs: $24.7 Million
Financial Services: $19 Million
Consumer Defensive: $17.2 Million
Healthcare: $16.4 Million
Industrials: $13.8 Million
Consumer Cyclical: $9.93 Million
Communication Services: $6.58 Million
Other: $13.6 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$457M
$716,000 0.46% of portfolio
136,398
Q3 2024 Reduced 9.31%

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $155 Million
  • Prior Value $147 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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