Godshalk Welsh Capital Management, Inc. Portfolio Holdings

Godshalk Welsh Capital Management, Inc.

  • $152 Million
  • Q4 2024

Godshalk Welsh Capital Management, Inc. has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $152 Million distributed in 120 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.28M, Microsoft Corp with a value of $9.12M, Costco Wholesale Corp with a value of $5.79M, Oracle Corp with a value of $5.12M, and Intuit Inc with a value of $4.91M.

Examining the 13F form we can see an decrease of $2.7M in the current position value, from $155M to 152M.

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 $152 Million
Technology: $33.1 Million
ETFs: $26.2 Million
Financial Services: $20 Million
Consumer Defensive: $16.2 Million
Healthcare: $14.5 Million
Industrials: $13.4 Million
Consumer Cyclical: $9.37 Million
Communication Services: $6.93 Million
Other: $12.1 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $152 Million
  • Prior Value $155 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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