Godshalk-Welsh-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  "AXP",
  "LOW",
  "WRB",
  null,
  null,
  "EBAY",
  "WTRG",
  null,
  "HD",
  "MCD",
  "INTU",
  "RPM",
  "UNP",
  "IDA",
  "MUB",
  null,
  "LHX",
  null,
  "MA",
  "MSFT",
  "MDLZ",
  "ERIE",
  "BX",
  "ORCL",
  "PAYX",
  null,
  "PEP",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "LMT",
  "PG",
  "MRK",
  "AMGN",
  "MAS",
  "DGX",
  "IEFA",
  "SPG",
  "RTX",
  "AMT",
  "IBM",
  "SBUX",
  "TGT",
  "TJX",
  "UBER",
  "UPS",
  "BIV",
  "VNQ",
  "MET",
  "VIG",
  null,
  null,
  "GMED",
  "TSM",
  "DD",
  "WM",
  "WCN",
  null,
  null,
  "VGT",
  "VLO",
  "BSV",
  "V",
  "WMT",
  "WOW",
  "YUM",
  "IUSG",
  null,
  null,
  "SCHA",
  "SO",
  "PSX",
  "SYY",
  null,
  null,
  "ADP",
  "BAC",
  "BRK-B",
  "BDX",
  "BHP",
  "CARR",
  "CAVA",
  "CVX",
  "CB",
  "CSCO",
  "CLX",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CSX",
  "DHR",
  "RSP",
  "EFA",
  "NEE",
  "QQQ",
  "IWM",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "AWK",
  "APO",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 121
Total Value: 152884740
Accession Number: 0001631775-25-000002
Form Type: 13F-HR
CIK: godshalk-welsh-capital-management
Manager Name: Godshalk-Welsh-Capital-Management

Data Enrichment

84% identified

102 identified19 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

121 positions • $152.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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MICROSOFT CORP

MSFT|594918104

Shares:21.4K

Value:$8.0M

% of Portfolio:5.3% ($8.0M/$152.9M)

Apple Inc.

AAPL|037833100

Shares:36.0K

Value:$8.0M

% of Portfolio:5.2% ($8.0M/$152.9M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:6.1K

Value:$5.8M

% of Portfolio:3.8% ($5.8M/$152.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:10.1K

Value:$5.4M

% of Portfolio:3.5% ($5.4M/$152.9M)

INTUIT INC.

INTU|461202103

Shares:7.7K

Value:$4.7M

% of Portfolio:3.1% ($4.7M/$152.9M)

ORACLE CORP

ORCL|68389X105

Shares:30.7K

Value:$4.3M

% of Portfolio:2.8% ($4.3M/$152.9M)

GLOBUS MEDICAL INC

GMED|379577208

Shares:50.0K

Value:$3.7M

% of Portfolio:2.4% ($3.7M/$152.9M)

BERKLEY W R CORP

WRB|084423102

Shares:47.9K

Value:$3.4M

% of Portfolio:2.2% ($3.4M/$152.9M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:11.5K

Value:$3.1M

% of Portfolio:2.0% ($3.1M/$152.9M)

Alphabet Inc.

GOOGL|02079K305

Shares:19.5K

Value:$3.0M

% of Portfolio:2.0% ($3.0M/$152.9M)

PAYCHEX INC

PAYX|704326107

Shares:17.6K

Value:$2.7M

% of Portfolio:1.8% ($2.7M/$152.9M)

464287655

IWM|464287655

Shares:12.8K

Value:$2.5M

% of Portfolio:1.7% ($2.5M/$152.9M)

46137V357

RSP|46137V357

Shares:14.6K

Value:$2.5M

% of Portfolio:1.7% ($2.5M/$152.9M)

PROCTER & GAMBLE Co

PG|742718109

Shares:14.8K

Value:$2.5M

% of Portfolio:1.6% ($2.5M/$152.9M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:8.1K

Value:$2.5M

% of Portfolio:1.6% ($2.5M/$152.9M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:10.1K

Value:$2.5M

% of Portfolio:1.6% ($2.5M/$152.9M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:38.0K

Value:$2.3M

% of Portfolio:1.5% ($2.3M/$152.9M)

46432F842

IEFA|46432F842

Shares:27.8K

Value:$2.1M

% of Portfolio:1.4% ($2.1M/$152.9M)

HOME DEPOT, INC.

HD|437076102

Shares:5.7K

Value:$2.1M

% of Portfolio:1.4% ($2.1M/$152.9M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:12.4K

Value:$2.1M

% of Portfolio:1.3% ($2.1M/$152.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	21.4K	QoQ -0.98% (-213) YoY -10.81% (-2.6K)	All Managers (Combined)	$8.0M	5.3% ($8.0M/$152.9M)	QoQ -11.81% (-$1.1M) YoY -20.42% (-$2.1M)
Apple Inc.(AAPLcusip037833100)	36.0K	QoQ -2.92% (-1.1K) YoY -11.01% (-4.5K)	All Managers (Combined)	$8.0M	5.2% ($8.0M/$152.9M)	QoQ -13.89% (-$1.3M) YoY +15.26% (-$1.1M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	6.1K	QoQ -3.05% (-193) YoY -9.75% (-663)	All Managers (Combined)	$5.8M	3.8% ($5.8M/$152.9M)	QoQ +0.07% (-$4.1K) YoY +16.49% (-$821.1K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	10.1K	QoQ +0.59% (+60) YoY -3.22% (-335)	All Managers (Combined)	$5.4M	3.5% ($5.4M/$152.9M)	QoQ +18.19% (+$825.2K) YoY +22.56% (-$986.8K)
INTUIT INC.(INTUcusip461202103)	7.7K	QoQ -0.98% (-77) YoY -4.33% (-350)	All Managers (Combined)	$4.7M	3.1% ($4.7M/$152.9M)	QoQ -3.27% (-$160.6K) YoY -9.63% (-$505.9K)
ORACLE CORP(ORCLcusip68389X105)	30.7K	QoQ 0.00% (-0) YoY -7.64% (-2.5K)	All Managers (Combined)	$4.3M	2.8% ($4.3M/$152.9M)	QoQ -16.10% (-$823.5K) YoY +2.79% (-$116.8K)
GLOBUS MEDICAL INC(GMEDcusip379577208)	50.0K	QoQ -9.09% (-5.0K) YoY -29.61% (-21.0K)	All Managers (Combined)	$3.7M	2.4% ($3.7M/$152.9M)	QoQ -19.54% (-$889.0K) YoY -3.94% (-$150.3K)
BERKLEY W R CORP(WRBcusip084423102)	47.9K	QoQ -1.07% (-523) YoY +41.30% (+14.0K)	All Managers (Combined)	$3.4M	2.2% ($3.4M/$152.9M)	QoQ +20.28% (-$575.0K) YoY +13.69% (+$410.7K)
AMERICAN EXPRESS CO(AXPcusip025816109)	11.5K	QoQ -2.49% (-293) YoY -10.82% (-1.4K)	All Managers (Combined)	$3.1M	2.0% ($3.1M/$152.9M)	QoQ -11.60% (-$405.1K) YoY +5.36% (-$157.2K)
Alphabet Inc.(GOOGLcusip02079K305)	19.5K	QoQ -1.64% (-325) YoY -6.95% (-1.5K)	All Managers (Combined)	$3.0M	2.0% ($3.0M/$152.9M)	QoQ -19.65% (-$736.4K) YoY -4.66% (-$147.4K)
PAYCHEX INC(PAYXcusip704326107)	17.6K	QoQ -1.65% (-295) YoY -3.41% (-620)	All Managers (Combined)	$2.7M	1.8% ($2.7M/$152.9M)	QoQ +8.20% (-$205.5K) YoY +21.34% (-$476.5K)
(IWMcusip464287655)	12.8K	QoQ 0.00% (-0) YoY +2.37% (-296)	All Managers (Combined)	$2.5M	1.7% ($2.5M/$152.9M)	QoQ -9.71% (-$274.0K) YoY -2.89% (-$75.8K)
(RSPcusip46137V357)	14.6K	QoQ +0.35% (-51) YoY -0.51% (-76)	All Managers (Combined)	$2.5M	1.7% ($2.5M/$152.9M)	QoQ -0.79% (-$20.3K) YoY +1.74% (-$43.5K)
PROCTER & GAMBLE Co(PGcusip742718109)	14.8K	QoQ +0.78% (+115) YoY -3.87% (-595)	All Managers (Combined)	$2.5M	1.6% ($2.5M/$152.9M)	QoQ +2.45% (+$60.2K) YoY +0.96% (-$24.1K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	8.1K	QoQ +5.65% (+436) YoY +1.36% (+110)	All Managers (Combined)	$2.5M	1.6% ($2.5M/$152.9M)	QoQ +10.27% (+$231.9K) YoY +24.01% (+$481.9K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	10.1K	QoQ -1.66% (-170) YoY -5.63% (-600)	All Managers (Combined)	$2.5M	1.6% ($2.5M/$152.9M)	QoQ +0.62% (-$15.4K) YoY +15.56% (-$332.1K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	38.0K	QoQ -0.07% (-30) YoY -3.99% (-1.6K)	All Managers (Combined)	$2.3M	1.5% ($2.3M/$152.9M)	QoQ +4.15% (-$93.6K) YoY +18.70% (-$369.4K)
(IEFAcusip46432F842)	27.8K	QoQ +0.27% (+75) YoY +6.55% (+1.7K)	All Managers (Combined)	$2.1M	1.4% ($2.1M/$152.9M)	QoQ +7.93% (+$154.7K) YoY +8.61% (+$167.0K)
HOME DEPOT, INC.(HDcusip437076102)	5.7K	QoQ -1.54% (-90) YoY -7.56% (-470)	All Managers (Combined)	$2.1M	1.4% ($2.1M/$152.9M)	QoQ -7.23% (-$164.2K) YoY -11.68% (-$278.6K)
JOHNSON & JOHNSON(JNJcusip478160104)	12.4K	QoQ +1.51% (+185) YoY +1.84% (+225)	All Managers (Combined)	$2.1M	1.3% ($2.1M/$152.9M)	QoQ +16.40% (+$290.5K) YoY +6.76% (+$130.7K)