Godshalk Welsh Capital Management, Inc. Portfolio Holdings

Godshalk Welsh Capital Management, Inc.

  • $170 Million
  • Q3 2025

Godshalk Welsh Capital Management, Inc. has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $170 Million distributed in 131 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $10.5M, Apple Inc. with a value of $8.49M, Oracle Corp with a value of $8.36M, Costco Wholesale Corp with a value of $5.35M, and Intuit Inc with a value of $5.1M.

Examining the 13F form we can see an increase of $11M in the current position value, from $159M to 170M.

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 $170 Million
Technology: $39.2 Million
ETFs: $35.6 Million
Financial Services: $21.9 Million
Consumer Defensive: $15.5 Million
Industrials: $13.4 Million
Healthcare: $12.3 Million
Consumer Cyclical: $10.2 Million
Communication Services: $7.53 Million
Other: $13.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$10.5 Million 6.2% of portfolio
20,330
Q3 2025 Reduced 1.17%
$4.3T
$8.49 Million 5.0% of portfolio
33,327
Q3 2025 Reduced 0.19%
$593B
$8.36 Million 4.93% of portfolio
29,725
Q3 2025 Reduced 1.8%
$404B
$5.35 Million 3.15% of portfolio
5,778
Q3 2025 Reduced 0.6%
$182B
$5.1 Million 3.01% of portfolio
7,475
Q3 2025 Reduced 0.53%
$662B
$4.86 Million 2.86% of portfolio
9,668
Q3 2025 Reduced 0.67%
$1.65T
$4.46 Million 2.63% of portfolio
18,345
Q3 2025 Reduced 0.62%
$255B
$3.72 Million 2.19% of portfolio
11,185
Q3 2025 Reduced 0.53%
$20.5B
$3.52 Million 2.07% of portfolio
45,919
Q3 2025 Reduced 0.38%
$0
$3.09 Million 1.82% of portfolio
12,762
Q4 2024 Reduced 0.39%
$881B
$3.06 Million 1.8% of portfolio
9,690
Q3 2025 Reduced 2.17%
$6.51B
$2.86 Million 1.69% of portfolio
50,000
Q1 2025 Reduced 9.09%
$1.74T
$2.76 Million 1.63% of portfolio
11,340
Q2 2025 Reduced 2.03%
$0
$2.67 Million 1.57% of portfolio
14,082
Q3 2025 Added 0.98%
$0
$2.59 Million 1.53% of portfolio
101,600
Q3 2025 Added 37.76%
$319B
$2.56 Million 1.51% of portfolio
37,445
Q3 2025 Reduced 0.07%
$0
$2.42 Million 1.43% of portfolio
27,714
Q3 2025 Added 1.37%
$104B
$2.34 Million 1.38% of portfolio
7,975
Q3 2025 Reduced 0.44%
$413B
$2.33 Million 1.37% of portfolio
45,220
Q3 2025 Reduced 0.22%
$367B
$2.3 Million 1.35% of portfolio
5,669
Q2 2025 Reduced 1.31%
$522B
$2.23 Million 1.32% of portfolio
12,041
Q3 2025 Reduced 0.54%
$40.4B
$2.2 Million 1.3% of portfolio
17,380
Q2 2025 Reduced 1.0%
$346B
$2.2 Million 1.3% of portfolio
14,345
Q3 2025 Reduced 0.62%
$0
$2.01 Million 1.18% of portfolio
36,060
Q3 2025 Added 8.0%
$85.9B
$1.94 Million 1.14% of portfolio
8,790
Q2 2025 Reduced 0.45%
$140B
$1.93 Million 1.13% of portfolio
7,665
Q2 2025 Reduced 3.46%
$37.9B
$1.87 Million 1.1% of portfolio
22,690
Q2 2025 Reduced 1.68%
$0
$1.83 Million 1.08% of portfolio
77,150
Q3 2025 Added 19.24%
$170B
$1.81 Million 1.06% of portfolio
12,490
Q3 2025 Reduced 1.46%
$98.1B
$1.72 Million 1.01% of portfolio
10,070
Q3 2025 Reduced 0.25%
$303B
$1.61 Million 0.95% of portfolio
10,375
Q2 2025 Reduced 0.6%
$0
$1.56 Million 0.92% of portfolio
66,450
Q3 2025 Added 44.77%
$0
$1.45 Million 0.86% of portfolio
13,625
Q2 2025 Reduced 2.15%
$73.7B
$1.37 Million 0.81% of portfolio
5,020
Q3 2025 Reduced 1.95%
$279B
$1.37 Million 0.81% of portfolio
13,330
Q3 2025 Added 5.42%
$258B
$1.38 Million 0.81% of portfolio
8,221
Q2 2025 Reduced 4.7%
$533B
$1.28 Million 0.75% of portfolio
3,740
Q3 2025 Reduced 0.27%
$0
$1.25 Million 0.74% of portfolio
1,875
Q4 2021 Reduced 1.32%
$224B
$1.25 Million 0.74% of portfolio
4,125
Q3 2025 Reduced 0.36%
$70.1B
$1.25 Million 0.73% of portfolio
7,325
Q2 2025 Reduced 1.35%
$414B
$1.23 Million 0.72% of portfolio
5,306
Q2 2025 Reduced 6.19%
$0
$1.2 Million 0.71% of portfolio
11,275
Q1 2025 Added 3.2%
$181B
$1.21 Million 0.71% of portfolio
12,300
Q3 2025 Added 5.9%
$0
$1.21 Million 0.71% of portfolio
6,630
Q3 2025 Added 0.12%
$55.6B
$1.19 Million 0.7% of portfolio
8,100
Q3 2025 Reduced 0.12%
$204B
$1.17 Million 0.69% of portfolio
8,325
Q3 2025 Reduced 4.75%
$54.5B
$1.16 Million 0.68% of portfolio
6,175
Q3 2025 Reduced 0.16%
$84B
$1.15 Million 0.68% of portfolio
5,975
Q3 2025 Added 0.67%
$97.3B
$1.14 Million 0.67% of portfolio
13,500
Q3 2025 Added 0.37%

Summary

  • Portfolio
  • No. of Stocks 131
  • Current Value $170 Million
  • Prior Value $159 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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