Godshalk Welsh Capital Management, Inc.

13F filer · CIK 0001631775

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$186MU.S. long equity reported on 13F

Positions1028 new · 2 closed

Net flow last quarter+$770KBuys minus sells

Top 10 positions weight28.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026102 positions
AAPLApple Inc.	$9.31M	5.02%	0.00%	-0.4%	Q4 2014
MSFTMicrosoft Corp	$7.36M	3.96%	0.00%	-0.5%	Q4 2014
GOOGLAlphabet Inc.	$6.35M	3.42%	0.00%	-0.6%	Q4 2015
COSTCostco Wholesale Corp	$5.31M	2.86%	0.00%	+0.4%	Q4 2014
BRK.BBerkshire Hathaway Inc	$4.41M	2.38%	Not reported	-2.4%	Q4 2014
ORCLOracle Corp	$4.3M	2.32%	0.00%	-0.3%	Q4 2014
CSCOCisco Systems, Inc.	$4.27M	2.30%	0.00%	-1.8%	Q4 2014
GOOGAlphabet Inc.	$4.01M	2.16%	Not reported	Not reported	Q4 2015
AXPAmerican Express Co	$3.63M	1.96%	0.00%	+0.3%	Q4 2014
GLWCorning Inc	$3.41M	1.84%	0.00%	-0.6%	Q3 2022
WRBBerkley W R Corp	$3.18M	1.72%	0.01%	Not reported	Q4 2014
GMEDGlobus Medical Inc	$3.16M	1.70%	0.03%	Not reported	Q4 2014
JPMJPMorgan Chase & Co	$3.07M	1.65%	0.00%	-1.3%	Q4 2014
JNJJohnson & Johnson	$2.97M	1.60%	0.00%	-0.8%	Q4 2014
BACBank of America Corp	$2.5M	1.35%	0.00%	-0.5%	Q4 2014
PGPROCTER & GAMBLE Co	$2.1M	1.13%	0.00%	Not reported	Q4 2014
HDHome Depot, Inc.	$1.98M	1.07%	0.00%	-0.1%	Q4 2014
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.94M	1.05%	0.00%	-0.6%	Q1 2024
TJXTJX Companies Inc	$1.9M	1.03%	0.00%	+0.8%	Q1 2018
SYYSysco Corp	$1.88M	1.01%	0.00%	-0.7%	Q4 2014
VLOValero Energy Corp	$1.88M	1.01%	0.00%	-0.7%	Q4 2014
WMWaste Management Inc	$1.86M	1.00%	0.00%	-1.2%	Q4 2014
ADPAutomatic Data Processing Inc	$1.79M	0.96%	0.00%	Not reported	Q4 2014
INTUIntuit Inc.	$1.74M	0.94%	0.00%	-9.7%	Q4 2014
CVXChevron Corp	$1.74M	0.94%	0.00%	Not reported	Q4 2014
LOWLowes Companies Inc	$1.65M	0.89%	0.00%	Not reported	Q4 2014
PAYXPaychex Inc	$1.64M	0.88%	0.00%	Not reported	Q4 2014
WMTWalmart Inc.	$1.57M	0.84%	0.00%	+1.5%	Q4 2014
RTXRTX Corp	$1.52M	0.82%	0.00%	-0.6%	Q4 2020
MRKMerck & Co., Inc.	$1.51M	0.81%	0.00%	-0.4%	Q4 2014
SPYSPDR S&P 500 ETF Trust	$1.4M	0.75%	Not reported	Not reported	Q4 2014
SBUXStarbucks Corp	$1.39M	0.75%	0.00%	Not reported	Q4 2014
ECLEcolab Inc.	$1.35M	0.73%	0.00%	Not reported	Q4 2014
ABBVAbbVie Inc.	$1.3M	0.70%	0.00%	Not reported	Q4 2014
VVisa Inc.	$1.28M	0.69%	0.00%	Not reported	Q4 2014
CSXCSX Corp	$1.22M	0.66%	0.00%	-1.0%	Q4 2014
PSXPhillips 66	$1.2M	0.65%	0.00%	Not reported	Q4 2014
BXBlackstone Inc.	$1.15M	0.62%	0.00%	-2.3%	Q4 2020
PEPPepsico Inc	$1.13M	0.61%	0.00%	-0.9%	Q4 2014
MCDMcdonalds Corp	$1.11M	0.60%	0.00%	Not reported	Q4 2014
IDAIdacorp Inc	$1.11M	0.60%	0.01%	Not reported	Q4 2014
BDXBecton Dickinson & Co	$1.04M	0.56%	0.00%	+1.9%	Q4 2014
LHXL3harris Technologies, Inc.	$998K	0.54%	0.00%	Not reported	Q3 2019
YUMYum Brands Inc	$949K	0.51%	0.00%	Not reported	Q4 2014
RPMRPM International Inc	$929K	0.50%	0.01%	Not reported	Q4 2014
UBERUber Technologies, Inc	$924K	0.50%	0.00%	Not reported	Q2 2021
NOKNokia Corp	$922K	0.50%	0.00%	Not reported	Q4 2021
COPConocophillips	$902K	0.49%	0.00%	Not reported	Q4 2014
QQQInvesco QQQ Trust, Series 1	$836K	0.45%	Not reported	Not reported	Q3 2018
UNHUnitedhealth Group Inc	$808K	0.44%	0.00%	Not reported	Q4 2014

Q1 2026Reported May 13, 202695 positions
AAPLApple Inc.	$8.2M	4.75%	0.00%	-1.1%	Q4 2014
MSFTMicrosoft Corp	$7.33M	4.25%	0.00%	-1.3%	Q4 2014
COSTCostco Wholesale Corp	$5.63M	3.26%	0.00%	-0.5%	Q4 2014
GOOGLAlphabet Inc.	$5.14M	2.98%	0.00%	-0.8%	Q4 2015
ORCLOracle Corp	$4.33M	2.51%	0.00%	-0.8%	Q4 2014
BRK.BBerkshire Hathaway Inc	$4.33M	2.51%	Not reported	-5.5%	Q4 2014
GMEDGlobus Medical Inc	$3.45M	2.00%	0.03%	Not reported	Q4 2014
GOOGAlphabet Inc.	$3.25M	1.89%	Not reported	Not reported	Q4 2015
AXPAmerican Express Co	$3.24M	1.88%	0.00%	-0.8%	Q4 2014
INTUIntuit Inc.	$3.19M	1.85%	0.00%	-0.5%	Q4 2014
WRBBerkley W R Corp	$2.99M	1.74%	0.01%	-0.3%	Q4 2014
JNJJohnson & Johnson	$2.88M	1.67%	0.00%	-2.0%	Q4 2014
CSCOCisco Systems, Inc.	$2.88M	1.67%	0.00%	-0.7%	Q4 2014
JPMJPMorgan Chase & Co	$2.79M	1.62%	0.00%	-0.9%	Q4 2014
CVXChevron Corp	$2.17M	1.26%	0.00%	-0.2%	Q4 2014
BACBank of America Corp	$2.15M	1.25%	0.00%	-0.6%	Q4 2014
PGPROCTER & GAMBLE Co	$2.07M	1.20%	0.00%	Not reported	Q4 2014
TJXTJX Companies Inc	$1.99M	1.15%	0.00%	+1.8%	Q1 2018
WMWaste Management Inc	$1.94M	1.13%	0.00%	-3.3%	Q4 2014
HDHome Depot, Inc.	$1.85M	1.07%	0.00%	-0.7%	Q4 2014
GLWCorning Inc	$1.83M	1.06%	0.00%	-1.1%	Q3 2022
VLOValero Energy Corp	$1.79M	1.04%	0.00%	-1.0%	Q4 2014
LOWLowes Companies Inc	$1.77M	1.02%	0.00%	-0.8%	Q4 2014
WMTWalmart Inc.	$1.69M	0.98%	0.00%	+1.8%	Q4 2014
ADPAutomatic Data Processing Inc	$1.62M	0.94%	0.00%	Not reported	Q4 2014
SYYSysco Corp	$1.62M	0.94%	0.00%	-0.2%	Q4 2014
RTXRTX Corp	$1.56M	0.90%	0.00%	-1.8%	Q4 2020
PAYXPaychex Inc	$1.53M	0.89%	0.00%	-4.2%	Q4 2014
MRKMerck & Co., Inc.	$1.42M	0.82%	0.00%	-3.4%	Q4 2014
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.38M	0.80%	0.00%	+0.7%	Q1 2024
PEPPepsico Inc	$1.3M	0.76%	0.00%	-0.3%	Q4 2014
PSXPhillips 66	$1.29M	0.75%	0.00%	-0.4%	Q4 2014
ECLEcolab Inc.	$1.29M	0.75%	0.00%	-2.0%	Q4 2014
MCDMcdonalds Corp	$1.28M	0.74%	0.00%	Not reported	Q4 2014
SPYSPDR S&P 500 ETF Trust	$1.22M	0.71%	Not reported	Not reported	Q4 2014
SBUXStarbucks Corp	$1.22M	0.71%	0.00%	+0.8%	Q4 2014
LHXL3harris Technologies, Inc.	$1.19M	0.69%	0.00%	-0.2%	Q3 2019
BXBlackstone Inc.	$1.15M	0.67%	0.00%	-0.2%	Q4 2020
COPConocophillips	$1.15M	0.66%	0.00%	Not reported	Q4 2014
VVisa Inc.	$1.13M	0.66%	0.00%	-0.9%	Q4 2014
ABBVAbbVie Inc.	$1.13M	0.65%	0.00%	-1.9%	Q4 2014
CSXCSX Corp	$1.06M	0.62%	0.00%	Not reported	Q4 2014
BDXBecton Dickinson & Co	$1.06M	0.61%	0.00%	+8.9%	Q4 2014
IDAIdacorp Inc	$1.05M	0.61%	0.01%	Not reported	Q4 2014
ZTSZoetis Inc.	$926K	0.54%	0.00%	-1.5%	Q4 2014
YUMYum Brands Inc	$923K	0.54%	0.00%	-0.3%	Q4 2014
UBERUber Technologies, Inc	$921K	0.53%	0.00%	-1.8%	Q2 2021
NEENextera Energy Inc	$851K	0.49%	0.00%	-5.2%	Q4 2014
RPMRPM International Inc	$830K	0.48%	0.01%	-2.3%	Q4 2014
AMTAmerican Tower Corp	$809K	0.47%	0.00%	-17.4%	Q4 2014

Q4 2025Reported Feb 12, 202696 positions
MSFTMicrosoft Corp	$9.71M	5.54%	0.00%	-1.3%	Q4 2014
AAPLApple Inc.	$8.88M	5.07%	0.00%	-2.0%	Q4 2014
ORCLOracle Corp	$5.79M	3.31%	0.00%	-0.1%	Q4 2014
GOOGLAlphabet Inc.	$5.64M	3.22%	0.00%	-1.8%	Q4 2015
INTUIntuit Inc.	$4.92M	2.81%	0.00%	-0.7%	Q4 2014
COSTCostco Wholesale Corp	$4.89M	2.80%	0.00%	-1.8%	Q4 2014
BRK.BBerkshire Hathaway Inc	$4.8M	2.74%	Not reported	-1.1%	Q4 2014
AXPAmerican Express Co	$3.99M	2.28%	0.00%	-3.5%	Q4 2014
GOOGAlphabet Inc.	$3.56M	2.03%	Not reported	Not reported	Q4 2015
GMEDGlobus Medical Inc	$3.49M	1.99%	0.03%	-20.0%	Q4 2014
WRBBerkley W R Corp	$3.17M	1.81%	0.01%	-1.4%	Q4 2014
JPMJPMorgan Chase & Co	$3.09M	1.76%	0.00%	-1.1%	Q4 2014
CSCOCisco Systems, Inc.	$2.87M	1.64%	0.00%	-0.3%	Q4 2014
JNJJohnson & Johnson	$2.49M	1.42%	0.00%	Not reported	Q4 2014
BACBank of America Corp	$2.44M	1.39%	0.00%	-2.0%	Q4 2014
PGPROCTER & GAMBLE Co	$2.06M	1.17%	0.00%	Not reported	Q4 2014
ADPAutomatic Data Processing Inc	$2.05M	1.17%	0.00%	Not reported	Q4 2014
PAYXPaychex Inc	$1.95M	1.11%	0.00%	Not reported	Q4 2014
HDHome Depot, Inc.	$1.95M	1.11%	0.00%	-0.2%	Q4 2014
WMWaste Management Inc	$1.92M	1.10%	0.00%	-0.6%	Q4 2014
TJXTJX Companies Inc	$1.88M	1.07%	0.00%	-1.9%	Q1 2018
LOWLowes Companies Inc	$1.82M	1.04%	0.00%	-1.6%	Q4 2014
SYYSysco Corp	$1.67M	0.95%	0.00%	Not reported	Q4 2014
CVXChevron Corp	$1.6M	0.91%	0.00%	+1.2%	Q4 2014
BXBlackstone Inc.	$1.54M	0.88%	0.00%	-0.5%	Q4 2020
RTXRTX Corp	$1.51M	0.86%	0.00%	Not reported	Q4 2020
WMTWalmart Inc.	$1.49M	0.85%	0.00%	+0.4%	Q4 2014
VVisa Inc.	$1.33M	0.76%	0.00%	+1.1%	Q4 2014
ECLEcolab Inc.	$1.3M	0.74%	0.00%	-1.2%	Q4 2014
MRKMerck & Co., Inc.	$1.28M	0.73%	0.00%	-1.2%	Q4 2014
SPYSPDR S&P 500 ETF Trust	$1.28M	0.73%	Not reported	Not reported	Q4 2014
MCDMcdonalds Corp	$1.26M	0.72%	0.00%	-0.4%	Q4 2014
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.23M	0.70%	0.00%	+3.3%	Q1 2024
PEPPepsico Inc	$1.21M	0.69%	0.00%	+1.2%	Q4 2014
ABBVAbbVie Inc.	$1.21M	0.69%	0.00%	-0.5%	Q4 2014
BDXBecton Dickinson & Co	$1.2M	0.68%	0.00%	-0.2%	Q4 2014
VLOValero Energy Corp	$1.19M	0.68%	0.00%	Not reported	Q4 2014
GLWCorning Inc	$1.19M	0.68%	0.00%	-0.6%	Q3 2022
SBUXStarbucks Corp	$1.14M	0.65%	0.00%	Not reported	Q4 2014
UBERUber Technologies, Inc	$1.07M	0.61%	0.00%	+6.0%	Q2 2021
LHXL3harris Technologies, Inc.	$1.01M	0.58%	0.00%	Not reported	Q3 2019
ZTSZoetis Inc.	$1M	0.57%	0.00%	-1.9%	Q4 2014
AMTAmerican Tower Corp	$996K	0.57%	0.00%	-5.0%	Q4 2014
CSXCSX Corp	$939K	0.54%	0.00%	Not reported	Q4 2014
IDAIdacorp Inc	$928K	0.53%	0.01%	Not reported	Q4 2014
PSXPhillips 66	$919K	0.53%	0.00%	Not reported	Q4 2014
YUMYum Brands Inc	$901K	0.51%	0.00%	-8.1%	Q4 2014
RPMRPM International Inc	$890K	0.51%	0.01%	Not reported	Q4 2014
COPConocophillips	$813K	0.46%	0.00%	Not reported	Q4 2014
NEENextera Energy Inc	$776K	0.44%	0.00%	-3.4%	Q4 2014

Q3 2025Reported Nov 14, 202595 positions
MSFTMicrosoft Corp	$10.5M	6.04%	0.00%	-1.2%	Q4 2014
AAPLApple Inc.	$8.49M	4.87%	0.00%	-0.2%	Q4 2014
ORCLOracle Corp	$8.36M	4.80%	0.00%	-1.8%	Q4 2014
COSTCostco Wholesale Corp	$5.35M	3.07%	0.00%	-0.6%	Q4 2014
INTUIntuit Inc.	$5.1M	2.93%	0.00%	-0.5%	Q4 2014
BRK.BBerkshire Hathaway Inc	$4.86M	2.79%	Not reported	-0.7%	Q4 2014
GOOGLAlphabet Inc.	$4.46M	2.56%	0.00%	-0.6%	Q4 2015
AXPAmerican Express Co	$3.72M	2.13%	0.00%	-0.5%	Q4 2014
WRBBerkley W R Corp	$3.52M	2.02%	0.01%	-0.4%	Q4 2014
JPMJPMorgan Chase & Co	$3.06M	1.75%	0.00%	-2.2%	Q4 2014
GMEDGlobus Medical Inc	$2.86M	1.64%	0.04%	Not reported	Q4 2014
GOOGAlphabet Inc.	$2.76M	1.58%	Not reported	Not reported	Q4 2015
CSCOCisco Systems, Inc.	$2.56M	1.47%	0.00%	-0.1%	Q4 2014
ADPAutomatic Data Processing Inc	$2.34M	1.34%	0.00%	-0.4%	Q4 2014
BACBank of America Corp	$2.33M	1.34%	0.00%	-0.2%	Q4 2014
HDHome Depot, Inc.	$2.3M	1.32%	0.00%	Not reported	Q4 2014
JNJJohnson & Johnson	$2.23M	1.28%	0.00%	-0.5%	Q4 2014
PGPROCTER & GAMBLE Co	$2.2M	1.26%	0.00%	-0.6%	Q4 2014
PAYXPaychex Inc	$2.2M	1.26%	0.00%	Not reported	Q4 2014
WMWaste Management Inc	$1.94M	1.11%	0.00%	Not reported	Q4 2014
LOWLowes Companies Inc	$1.93M	1.11%	0.00%	Not reported	Q4 2014
SYYSysco Corp	$1.87M	1.07%	0.00%	Not reported	Q4 2014
TJXTJX Companies Inc	$1.81M	1.04%	0.00%	-1.5%	Q1 2018
BXBlackstone Inc.	$1.72M	0.99%	0.00%	-0.3%	Q4 2020
CVXChevron Corp	$1.61M	0.92%	0.00%	Not reported	Q4 2014
RTXRTX Corp	$1.38M	0.79%	0.00%	Not reported	Q4 2020
ECLEcolab Inc.	$1.37M	0.79%	0.00%	-2.0%	Q4 2014
WMTWalmart Inc.	$1.37M	0.79%	0.00%	+5.4%	Q4 2014
VVisa Inc.	$1.28M	0.73%	0.00%	-0.3%	Q4 2014
MCDMcdonalds Corp	$1.25M	0.72%	0.00%	-0.4%	Q4 2014
SPYSPDR S&P 500 ETF Trust	$1.25M	0.72%	Not reported	Not reported	Q4 2014
VLOValero Energy Corp	$1.25M	0.72%	0.00%	Not reported	Q4 2014
ABBVAbbVie Inc.	$1.23M	0.70%	0.00%	Not reported	Q4 2014
UBERUber Technologies, Inc	$1.21M	0.69%	0.00%	+5.9%	Q2 2021
ZTSZoetis Inc.	$1.19M	0.68%	0.00%	-0.1%	Q4 2014
PEPPepsico Inc	$1.17M	0.67%	0.00%	-4.8%	Q4 2014
BDXBecton Dickinson & Co	$1.16M	0.66%	0.00%	-0.2%	Q4 2014
AMTAmerican Tower Corp	$1.15M	0.66%	0.00%	+0.7%	Q4 2014
SBUXStarbucks Corp	$1.14M	0.66%	0.00%	+0.4%	Q4 2014
GLWCorning Inc	$1.12M	0.64%	0.00%	+3.0%	Q3 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.1M	0.63%	0.00%	Not reported	Q1 2024
LHXL3harris Technologies, Inc.	$1.05M	0.60%	0.00%	Not reported	Q3 2019
MRKMerck & Co., Inc.	$1.04M	0.59%	0.00%	-5.0%	Q4 2014
RPMRPM International Inc	$1.01M	0.58%	0.01%	Not reported	Q4 2014
YUMYum Brands Inc	$985K	0.57%	0.00%	-0.2%	Q4 2014
IDAIdacorp Inc	$969K	0.56%	0.01%	Not reported	Q4 2014
PSXPhillips 66	$969K	0.56%	0.00%	Not reported	Q4 2014
CSXCSX Corp	$919K	0.53%	0.00%	Not reported	Q4 2014
WTRGEssential Utilities, Inc.	$916K	0.53%	0.01%	Not reported	Q1 2020
COPConocophillips	$821K	0.47%	0.00%	Not reported	Q4 2014

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