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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WASTE MANAGEMENT INC

WM|94106L109

Shares:8.8K

Value:$2.0M

% of Portfolio:1.3% ($2.0M/$152.9M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:46.0K

Value:$1.9M

% of Portfolio:1.3% ($1.9M/$152.9M)

LOWES COMPANIES INC

LOW|548661107

Shares:7.9K

Value:$1.9M

% of Portfolio:1.2% ($1.9M/$152.9M)

Alphabet Inc.

GOOG|02079K107

Shares:11.6K

Value:$1.8M

% of Portfolio:1.2% ($1.8M/$152.9M)

46435UAA9

Shares:72.7K

Value:$1.8M

% of Portfolio:1.1% ($1.8M/$152.9M)

CHEVRON CORP

CVX|166764100

Shares:10.4K

Value:$1.7M

% of Portfolio:1.1% ($1.7M/$152.9M)

SYSCO CORP

SYY|871829107

Shares:23.1K

Value:$1.7M

% of Portfolio:1.1% ($1.7M/$152.9M)

316092840

Shares:32.0K

Value:$1.6M

% of Portfolio:1.0% ($1.6M/$152.9M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:12.8K

Value:$1.6M

% of Portfolio:1.0% ($1.6M/$152.9M)

464288158

Shares:13.9K

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$152.9M)

46435U515

Shares:57.8K

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$152.9M)

PEPSICO INC

PEP|713448108

Shares:9.6K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$152.9M)

Blackstone Inc.

BX|09260D107

Shares:10.1K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$152.9M)

921908844

VIG|921908844

Shares:7.2K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$152.9M)

Merck & Co., Inc.

MRK|58933Y105

Shares:15.4K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$152.9M)

MCDONALDS CORP

MCD|580135101

Shares:4.3K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$152.9M)

Zoetis Inc.

ZTS|98978V103

Shares:8.2K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$152.9M)

46435GAA0

Shares:55.0K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$152.9M)

VISA INC.

V|92826C839

Shares:3.8K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$152.9M)

ECOLAB INC.

ECL|278865100

Shares:5.1K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$152.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
WASTE MANAGEMENT INC(WMcusip94106L109)	8.8K	QoQ -0.73% (-65) YoY -4.48% (-415)	All Managers (Combined)	$2.0M	1.3% ($2.0M/$152.9M)	QoQ +13.88% (-$249.3K) YoY +3.73% (-$73.7K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	46.0K	QoQ -1.91% (-900) YoY -3.96% (-1.9K)	All Managers (Combined)	$1.9M	1.3% ($1.9M/$152.9M)	QoQ -6.87% (-$141.7K) YoY +5.68% (-$103.2K)
LOWES COMPANIES INC(LOWcusip548661107)	7.9K	QoQ -1.85% (-150) YoY -13.31% (-1.2K)	All Managers (Combined)	$1.9M	1.2% ($1.9M/$152.9M)	QoQ -7.25% (-$144.8K) YoY -20.63% (-$481.5K)
Alphabet Inc.(GOOGcusip02079K107)	11.6K	QoQ -2.93% (-350) YoY -8.67% (-1.1K)	All Managers (Combined)	$1.8M	1.2% ($1.8M/$152.9M)	QoQ -20.37% (-$462.6K) YoY -6.29% (-$121.5K)
(cusip46435UAA9)✕	72.7K	QoQ +23.85% (+14.0K) YoY +532.17% (+61.2K)	All Managers (Combined)	$1.8M	1.1% ($1.8M/$152.9M)	QoQ +24.98% (+$351.4K) YoY +542.26% (+$1.5M)
CHEVRON CORP(CVXcusip166764100)	10.4K	QoQ -1.41% (-150) YoY -7.53% (-850)	All Managers (Combined)	$1.7M	1.1% ($1.7M/$152.9M)	QoQ +13.86% (-$212.6K) YoY -1.93% (-$34.4K)
SYSCO CORP(SYYcusip871829107)	23.1K	QoQ 0.00% (-0) YoY -1.43% (-335)	All Managers (Combined)	$1.7M	1.1% ($1.7M/$152.9M)	QoQ -1.85% (-$32.8K) YoY -8.88% (-$168.9K)
(cusip316092840)✕	32.0K	QoQ +4.57% (+1.4K) YoY +42.49% (+9.6K)	All Managers (Combined)	$1.6M	1.0% ($1.6M/$152.9M)	QoQ +3.85% (+$59.0K) YoY +55.98% (+$570.1K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	12.8K	QoQ -1.61% (-210) YoY -2.36% (-310)	All Managers (Combined)	$1.6M	1.0% ($1.6M/$152.9M)	QoQ -0.80% (-$12.7K) YoY +17.25% (-$229.2K)
(cusip464288158)✕	13.9K	QoQ +1.64% (+225) YoY +36.51% (+3.7K)	All Managers (Combined)	$1.5M	1.0% ($1.5M/$152.9M)	QoQ +1.75% (+$25.4K) YoY +37.65% (+$402.2K)
(cusip46435U515)✕	57.8K	QoQ +38.82% (+16.1K) YoY NEW(+57.8K)	All Managers (Combined)	$1.5M	1.0% ($1.5M/$152.9M)	QoQ +40.82% (+$422.9K) YoY NEW(+$1.5M)
PEPSICO INC(PEPcusip713448108)	9.6K	QoQ +1.15% (-110) YoY +1.42% (-135)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$152.9M)	QoQ -0.25% (-$3.7K) YoY -13.10% (-$218.0K)
Blackstone Inc.(BXcusip09260D107)	10.1K	QoQ -2.03% (-210) YoY -3.21% (-335)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$152.9M)	QoQ -20.58% (-$365.7K) YoY +2.98% (-$40.9K)
(VIGcusip921908844)	7.2K	QoQ +0.33% (-24) YoY -6.28% (-482)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$152.9M)	QoQ -0.60% (-$8.5K) YoY -0.44% (-$6.2K)
Merck & Co., Inc.(MRKcusip58933Y105)	15.4K	QoQ -3.55% (-568) YoY -24.98% (-5.1K)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$152.9M)	QoQ -12.98% (-$206.1K) YoY -48.97% (-$1.3M)
MCDONALDS CORP(MCDcusip580135101)	4.3K	QoQ -0.23% (-10) YoY -8.87% (-420)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$152.9M)	QoQ +7.50% (-$94.1K) YoY +0.96% (-$12.8K)
Zoetis Inc.(ZTScusip98978V103)	8.2K	QoQ -1.27% (-105) YoY -8.72% (-780)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$152.9M)	QoQ -0.22% (-$3.1K) YoY -11.18% (-$169.2K)
(cusip46435GAA0)✕	55.0K	QoQ +17.52% (+8.2K) YoY +182.05% (+35.5K)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$152.9M)	QoQ +18.20% (+$205.1K) YoY +186.30% (+$866.5K)
VISA INC.(Vcusip92826C839)	3.8K	QoQ -1.30% (-50) YoY -8.99% (-374)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$152.9M)	QoQ +9.44% (-$114.5K) YoY +14.28% (-$165.8K)
ECOLAB INC.(ECLcusip278865100)	5.1K	QoQ -0.96% (-50) YoY -0.96% (-50)	All Managers (Combined)	$1.3M	0.8% ($1.3M/$152.9M)	QoQ +7.14% (-$86.6K) YoY +8.73% (-$104.3K)