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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AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:6.0K

Value:$1.3M

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

87283Q867

Shares:39.4K

Value:$1.3M

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

BECTON DICKINSON & CO

BDX|075887109

Shares:5.4K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$152.9M)

STARBUCKS CORP

SBUX|855244109

Shares:12.6K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$152.9M)

464288414

MUB|464288414

Shares:11.3K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$152.9M)

AbbVie Inc.

ABBV|00287Y109

Shares:5.7K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$152.9M)

Walmart Inc.

WMT|931142103

Shares:13.1K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$152.9M)

RTX Corp

RTX|75513E101

Shares:8.6K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$152.9M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:2.1K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$152.9M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.9K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$152.9M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:9.5K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$152.9M)

YUM BRANDS INC

YUM|988498101

Shares:6.5K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$152.9M)

Mondelez International, Inc.

MDLZ|609207105

Shares:14.8K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$152.9M)

Essential Utilities, Inc.

WTRG|29670G102

Shares:25.2K

Value:$995.6K

% of Portfolio:0.7% ($995.6K/$152.9M)

RPM INTERNATIONAL INC/DE/

RPM|749685103

Shares:8.6K

Value:$989.6K

% of Portfolio:0.6% ($989.6K/$152.9M)

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:7.4K

Value:$980.6K

% of Portfolio:0.6% ($980.6K/$152.9M)

CONOCOPHILLIPS

COP|20825C104

Shares:8.9K

Value:$937.8K

% of Portfolio:0.6% ($937.8K/$152.9M)

125509109

Shares:2.8K

Value:$906.4K

% of Portfolio:0.6% ($906.4K/$152.9M)

Phillips 66

PSX|718546104

Shares:7.1K

Value:$879.8K

% of Portfolio:0.6% ($879.8K/$152.9M)

IDACORP INC

IDA|451107106

Shares:7.3K

Value:$852.6K

% of Portfolio:0.6% ($852.6K/$152.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	6.0K	QoQ -1.55% (-94) YoY -6.28% (-400)	All Managers (Combined)	$1.3M	0.8% ($1.3M/$152.9M)	QoQ +16.79% (-$186.5K) YoY +3.20% (-$40.2K)
(cusip87283Q867)✕	39.4K	QoQ +0.38% (-150) YoY +60.26% (+14.8K)	All Managers (Combined)	$1.3M	0.8% ($1.3M/$152.9M)	QoQ -2.60% (-$34.0K) YoY +71.13% (+$529.0K)
BECTON DICKINSON & CO(BDXcusip075887109)	5.4K	QoQ -1.54% (-85) YoY -1.54% (-85)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$152.9M)	QoQ -0.59% (-$7.4K) YoY -8.86% (-$120.7K)
STARBUCKS CORP(SBUXcusip855244109)	12.6K	QoQ +0.11% (+15) YoY -19.02% (-3.0K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$152.9M)	QoQ +7.62% (+$87.6K) YoY -13.08% (-$186.1K)
(MUBcusip464288414)	11.3K	QoQ +3.20% (+350) YoY +77.55% (+4.9K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$152.9M)	QoQ +2.12% (+$24.8K) YoY +73.99% (+$505.6K)
AbbVie Inc.(ABBVcusip00287Y109)	5.7K	QoQ 0.00% (+0) YoY -0.44% (-25)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$152.9M)	QoQ +17.90% (+$180.0K) YoY +14.55% (-$150.5K)
Walmart Inc.(WMTcusip931142103)	13.1K	QoQ -1.13% (-150) YoY -2.96% (-400)	All Managers (Combined)	$1.1M	0.8% ($1.1M/$152.9M)	QoQ -3.93% (-$47.0K) YoY +41.57% (-$336.9K)
RTX Corp(RTXcusip75513E101)	8.6K	QoQ -0.57% (-50) YoY -4.95% (-450)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$152.9M)	QoQ +13.80% (-$138.6K) YoY +29.08% (-$257.4K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	2.1K	QoQ 0.00% (+0) YoY -10.49% (-245)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$152.9M)	QoQ +3.53% (+$37.4K) YoY -5.23% (-$60.5K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.0M	0.7% ($1.0M/$152.9M)	QoQ -4.55% (-$50.0K) YoY +6.94% (+$68.1K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	9.5K	QoQ -2.56% (-250) YoY -2.56% (-250)	All Managers (Combined)	$1.0M	0.7% ($1.0M/$152.9M)	QoQ -15.01% (-$184.4K) YoY -27.89% (-$403.7K)
YUM BRANDS INC(YUMcusip988498101)	6.5K	QoQ 0.00% (+0) YoY -1.51% (-100)	All Managers (Combined)	$1.0M	0.7% ($1.0M/$152.9M)	QoQ +17.29% (+$150.7K) YoY +11.77% (-$107.7K)
Mondelez International, Inc.(MDLZcusip609207105)	14.8K	QoQ -2.62% (-400) YoY -3.26% (-500)	All Managers (Combined)	$1.0M	0.7% ($1.0M/$152.9M)	QoQ +10.60% (-$96.4K) YoY -6.23% (-$66.8K)
Essential Utilities, Inc.(WTRGcusip29670G102)	25.2K	QoQ -1.85% (-475) YoY -8.70% (-2.4K)	All Managers (Combined)	$995.6K	0.7% ($995.6K/$152.9M)	QoQ +6.82% (-$63.6K) YoY -2.58% (-$26.5K)
RPM INTERNATIONAL INC/DE/(RPMcusip749685103)	8.6K	QoQ 0.00% (-0) YoY -1.15% (-100)	All Managers (Combined)	$989.6K	0.6% ($989.6K/$152.9M)	QoQ -5.99% (-$63.1K) YoY -3.87% (-$39.9K)
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	7.4K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$980.6K	0.6% ($980.6K/$152.9M)	QoQ +7.73% (+$70.4K) YoY -22.62% (-$286.8K)
CONOCOPHILLIPS(COPcusip20825C104)	8.9K	QoQ +5.05% (+430) YoY +3.22% (-279)	All Managers (Combined)	$937.8K	0.6% ($937.8K/$152.9M)	QoQ +11.25% (+$94.9K) YoY -14.82% (-$163.3K)
(cusip125509109)✕	2.8K	QoQ -1.95% (-55) YoY -12.53% (-395)	All Managers (Combined)	$906.4K	0.6% ($906.4K/$152.9M)	QoQ +16.81% (-$130.4K) YoY -20.77% (-$237.7K)
Phillips 66(PSXcusip718546104)	7.1K	QoQ +0.70% (+50) YoY -8.36% (-650)	All Managers (Combined)	$879.8K	0.6% ($879.8K/$152.9M)	QoQ +9.14% (+$73.7K) YoY -30.72% (-$390.2K)
IDACORP INC(IDAcusip451107106)	7.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$852.6K	0.6% ($852.6K/$152.9M)	QoQ +6.35% (+$50.9K) YoY +25.11% (+$171.1K)