Godshalk Welsh Capital Management, Inc.
•CIK: 1631775•Filing: Q4 2025
**Godshalk Welsh Capital Management, Inc.** manages $175M across a diversified portfolio of 132 positions. The fund exhibits a clear technology and established industrial bias, with top holdings including MSFT at $9.7M and AAPL at $8.9M. Significant allocations are also maintained in ORCL ($5.8M), GOOGL ($5.6M), and INTU ($4.9M). This concentrated exposure suggests a conviction in mega-cap growth leaders and resilient consumer staples.
Total AUM
$175.1M
QoQ Performance
+0.5%
Positions
132
Top 10 Concentration
31.8%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
AAPL
MSFT5.5%
AAPL5.1%
ORCL3.3%
GOOGL3.2%
INTU2.8%
COST2.8%
BRK/B2.7%
AXP2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other47.0%
Technology24.0%
Financial9.5%
Consumer8.1%
Healthcare3.9%
Industrial2.0%
Energy1.3%
Consumer Staples1.2%
🚪 Exited Positionssold since Q3 2025
—
iShares iBonds Dec 2025 Term M
SOLD
$267.9K
+2 more exited positions
Changes from Q3 2025
NEW8 new positions
↑33 increased
↓49 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023