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Godshalk Welsh Capital Management, Inc.
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.
Latest 13F Filing Activity
Godshalk Welsh Capital Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 128 equity positions with a total 13F market value of $162M. The fund increased holdings in Oracle Corp., Microsoft Corporation, Intuit Inc. among other positions. Godshalk Welsh Capital Management, Inc. reduced exposure to Apple Inc., Globus Medical Inc. A, Berkshire Hathaway Inc. CL B among others.
Top Holdings
Equity Positions (128)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft Corporation | 6.30% | $10.2M | 20,570 | $47.60 | $497.41 | +$2.2M |
A AAPL | Apple Inc | 4.22% | $6.9M | 33,392 | $32.06 | $205.17 | -$1.1M |
O ORCL | Oracle Corp | 4.08% | $6.6M | 30,270 | $47.45 | $218.63 | +$2.3M |
I INTU | Intuit Inc | 3.65% | $5.9M | 7,515 | $96.43 | $787.63 | +$1.2M |
C COST | Costco Wholesale Corp | 3.54% | $5.8M | 5,813 | $157.74 | $989.94 | -$44.1K |
Industry Allocation
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