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Matthew W. Welsh

Godshalk Welsh Capital Management, Inc.

Assets Managed
$172.474M
Holdings
129
Last Quarter
2026 - Q1
Filed Date
1mo 2d ago
Growth Rate
-1.5%(2Q avg: -0.52%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Godshalk Welsh Capital Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 129 positions.

Assets under management

The assets under management (AUM) of Godshalk Welsh Capital Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 172.474M in assets, with a quarterly growth rate of -1.5% and a 2-quarter average growth rate of -0.52%. The portfolio is managed by Matthew W. Welsh, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -1.11%
4.76%
$8.198M
32,302 shares@ $253.8 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.29%
4.26%
$7.335M
19,815 shares@ $370.18 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -0.47%
3.27%
$5.629M
5,649 shares@ $996.44 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.78%
2.99%
$5.14M
17,874 shares@ $287.56 avg price
ORCL
Oracle Corp
Recent Activity
Decreased -0.84%
2.52%
$4.334M
29,460 shares@ $147.12 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -5.49%
2.51%
$4.329M
9,033 shares@ $479.21 avg price
IBDT
Ishares Ibonds Dec 2028 Etf
Recent Activity
Increased 12.89%
2.04%
$3.517M
138,850 shares@ $25.34 avg price
GMED
Globus Medical Inc - A
Recent Activity
2%
$3.446M
40,000 shares@ $86.16 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
1.89%
$3.253M
11,340 shares@ $286.86 avg price
AXP
American Express Co
Recent Activity
Decreased -0.78%
1.88%
$3.24M
10,710 shares@ $302.49 avg price

1-10 of 129