§ 13F · FUND PROFILE
Godshalk Welsh Capital Management, Inc..
AUM · $174M (13F)Positions · 131Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 32K | $9M | 5.0% | ±0% |
| 2 | MSFT | Microsoft Corporation | 20K | $7M | 4.0% | ±0% |
| 3 | GOOGL | Alphabet Inc Cl A | 18K | $6M | 3.4% | −1% |
| 4 | COST | Costco Wholesale Corp | 6K | $5M | 2.9% | ±0% |
| 5 | BRK/B | Berkshire Hathaway Inc Cl B | 9K | $4M | 2.4% | −2% |
| 6 | ORCL | Oracle Corp | 29K | $4M | 2.3% | ±0% |
| 7 | CSCO | Cisco Systems Inc | 36K | $4M | 2.3% | −2% |
| 8 | GOOG | Alphabet Inc Cl C | 11K | $4M | 2.2% | ±0% |
| 9 | IWM | iShares Russell 2000 Index | 13K | $4M | 2.1% | ±0% |
| 10 | IBDT | iShares iBonds Dec 2028 Term C | 145K | $4M | 2.0% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GODSHALK SIGNAL
AC read
Godshalk Welsh Capital Management, Inc. is a Other fund managing $174 million in assets. The fund runs a portfolio of 131 positions.
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