Sign in

Godshalk Welsh Capital Management, Inc.

CIK:0001631775
Investment Adviser
$276M AUM
130 holdings
Radnor, PA, US
Founded:2011
2 employees
Latest filing:Jun 30, 2025

Godshalk Welsh Capital Management, Inc. is an investment advisory firm headquartered in Radnor, Pennsylvania, United States. The firm is registered with the SEC under CRD #106410 and serves individual and high net worth clients as well as pension and profit sharing plans. Founded prior to 2011, it maintains a small staff of 2 employees and manages assets across discretionary accounts. Their primary clientele resides in the United States.

Investment Strategy

Godshalk Welsh Capital Management, Inc. employs a discretionary investment advisory strategy, focusing on portfolio management for individuals, high net worth individuals, and institutional retirement plans. The firm builds diversified portfolios, investing in a range of equities across sectors, including technology, healthcare, consumer goods, and financial services, with top holdings such as Microsoft, Apple, Intuit, and Procter & Gamble. It emphasizes long-term growth and risk management tailored to client objectives.

Top Buys
O
ORCLOracle Corp
+$2.3M
M
MSFTMicrosoft Corporation
+$2.2M
I
INTUIntuit Inc
+$1.2M
N
NSRGYNestle SA ADR
+$1.1M
H
HONHoneywell International Inc
+$650.9K
Top Sells
A
AAPLApple Inc
-$1.1M
G
GMEDGlobus Medical Inc A
-$709.0K
B
BRK-BBerkshire Hathaway Inc Cl B
-$631.4K
U
UPSUnited Parcel Service Inc
-$546.9K
U
UNHUnitedHealth Group Inc
-$456.7K

Top Holdings

M
MSFTMicrosoft Corporation
+6.3%$10.2M
A
AAPLApple Inc
+4.2%$6.9M
O
ORCLOracle Corp
+4.1%$6.6M
I
INTUIntuit Inc
+3.6%$5.9M
C
COSTCostco Wholesale Corp
+3.5%$5.8M

Equity Positions (128)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
Microsoft Corporation6.30%$10.2M20,570$47.60$497.41+$2.2M
A
AAPL
Apple Inc4.22%$6.9M33,392$32.06$205.17-$1.1M
O
ORCL
Oracle Corp4.08%$6.6M30,270$47.45$218.63+$2.3M
I
INTU
Intuit Inc3.65%$5.9M7,515$96.43$787.63+$1.2M
C
COST
Costco Wholesale Corp3.54%$5.8M5,813$157.74$989.94-$44.1K

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+14.3%
FIRE, MARINE & CASUALTY INSURANCE
+5.3%
RETAIL-VARIETY STORES
+4.7%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+4.5%
ELECTRONIC COMPUTERS
+4.2%