Institutional Fund
Godshalk Welsh Capital Management, Inc.
Radnor, PACIK 16317755 filings on record
Portfolio Value
$172.47M
Q1 2026
Holdings
129
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-1.5%
from $175.11M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc4.8%
- Microsoft Corp4.3%
- Costco Whsl Corp New3.3%
- Alphabet Inc3.0%
- Oracle Corp2.5%
- Berkshire Hathaway Inc Del2.5%
- Other79.7%
Portfolio Holdings
129 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 32.3K | $8.20M | 4.8% | −365 | Reduced |
| 2 | Microsoft Corp | 19.8K | $7.33M | 4.3% | −260 | Reduced |
| 3 | Costco Whsl Corp New | 5.6K | $5.63M | 3.3% | −27 | Reduced |
| 4 | Alphabet Inc | 17.9K | $5.14M | 3.0% | −141 | Reduced |
| 5 | Oracle Corp | 29.5K | $4.33M | 2.5% | −250 | Reduced |
| 6 | Berkshire Hathaway Inc Del | 9.0K | $4.33M | 2.5% | −525 | Reduced |
| 7 | Ishares Tr | 138.8K | $3.52M | 2.0% | +15.8K | Added |
| 8 | Globus Med Inc | 40.0K | $3.45M | 2.0% | 0 | Held |
| 9 | Alphabet Inc | 11.3K | $3.25M | 1.9% | 0 | Held |
| 10 | American Express Co | 10.7K | $3.24M | 1.9% | −85 | Reduced |
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