StockDriftsStockDriftsTop 50 Godshalk Welsh Capital Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | 5.02% | 32.2K | $9.3M | -0.39%(-125) | $33.03(+826.23%) | 2026-06-30 | |
| MSFT | Microsoft Corporation | 3.96% | 19.7K | $7.4M | -0.45%(-90) | $47.45(+943.97%) | 2026-06-30 | |
| GOOGL | Alphabet Inc Cl A | 3.42% | 17.8K | $6.4M | -0.59%(-105) | $41.71(+729.27%) | 2026-06-30 | |
| COST | Costco Wholesale Corp | 2.86% | 5.7K | $5.3M | +0.44%(+25) | $102.45(+838.08%) | 2026-06-30 | |
| BRK.B | Berkshire Hathaway Inc Cl B | 2.38% | 8.8K | $4.4M | -2.44%(-220) | $163.28(+210.46%) | 2026-06-30 | |
| ORCL | Oracle Corp | 2.32% | 29.4K | $4.3M | -0.34%(-100) | $44.96(+234.79%) | 2026-06-30 | |
| CSCO | Cisco Systems Inc | 2.3% | 36.4K | $4.3M | -1.82%(-675) | $28.77(+288.23%) | 2026-06-30 | |
| GOOG | Alphabet Inc Cl C | 2.16% | 11.3K | $4.0M | +0.00%(+0) | $28.65(+1099.17%) | 2026-06-30 | |
| IWM | iShares Russell 2000 Index | 2.06% | 12.7K | $3.8M | -0.02%(-2) | $167.56(+82.08%) | 2026-06-30 | |
| IBDT | iShares iBonds Dec 2028 Term C | 1.97% | 144.8K | $3.7M | +4.32%(+6.00K) | $25.32(-0.52%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.23% | +45.17% | +7.50% | +43.53% |
| Top 20 Holdings Unweighted | +14.13% | +48.67% | +7.75% | +45.27% |
Godshalk Welsh Capital Management INC reports $185.59M in US-listed equity holdings across 137 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.0%), MSFT (4.0%) and GOOGL (3.4%). The top 20 holdings account for 45.47% of reported assets. Its disclosed equity book has returned +45.17% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Godshalk Welsh Capital Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1631775). View Godshalk Welsh Capital Management INC’s 13F filings on SEC