StockDriftsStockDriftsTop 50 Godshalk Welsh Capital Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | 4.75% | 32.3K | $8.2M | -1.12%(-365) | $33.03(+802.86%) | 2026-03-31 | |
| MSFT | Microsoft Corporation | 4.25% | 19.8K | $7.3M | -1.30%(-260) | $47.45(+762.80%) | 2026-03-31 | |
| COST | Costco Wholesale Corp | 3.26% | 5.6K | $5.6M | -0.48%(-27) | $98.63(+955.69%) | 2026-03-31 | |
| GOOGL | Alphabet Inc Cl A | 2.98% | 17.9K | $5.1M | -0.78%(-141) | $41.71(+861.53%) | 2026-03-31 | |
| ORCL | Oracle Corp | 2.51% | 29.5K | $4.3M | -0.84%(-250) | $44.96(+335.07%) | 2026-03-31 | |
| BRK.B | Berkshire Hathaway Inc Cl B | 2.51% | 9.0K | $4.3M | -5.49%(-525) | $163.28(+196.45%) | 2026-03-31 | |
| IBDT | iShares iBonds Dec 2028 Term C | 2.04% | 138.8K | $3.5M | +12.89%(+15.85K) | $25.32(-0.37%) | 2026-03-31 | |
| GMED | Globus Medical Inc A | 2% | 40.0K | $3.4M | +0.00%(+0) | $39.88(+93.62%) | 2026-03-31 | |
| GOOG | Alphabet Inc Cl C | 1.89% | 11.3K | $3.3M | +0.00%(+0) | $28.65(+1286.37%) | 2026-03-31 | |
| AXP | American Express | 1.88% | 10.7K | $3.2M | -0.79%(-85) | $72.28(+332.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.75% | +63.26% |
| Top 20 Holdings Unweighted | +16.45% | +57.92% |
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