Filed: 5/15/2025ACC: 0001631775-25-000002
📋 What this filing means
GODSHALK WELSH CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 121 equity positions with a total reported market value of $152.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
121
Positions
$152.88M
Total AUM (reported)
1.49M
Total Shares
Allocation by class
COM$124.31M81.3%
ETF$27.71M18.1%
ADR$869.4K0.6%
Portfolio Concentration
Top 3$21.84M14.3%
4–10$27.56M18.0%
11–25$33.25M21.8%
Rest$70.23M45.9%
Top 3 weight
14.3%
Top 10 weight
32.3%
Voting Authority Distribution
Total shares with voting rights: 1.49M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.49M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole121
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings121
Rows:
Microsoft Corporation
SOLEShares21.43K
TypeSH
Market value$8.05M
5.26%
Sole
0.00
Shared
0.00
None
21.43K
Apple Inc
SOLEShares35.98K
TypeSH
Market value$7.99M
5.23%
Sole
0.00
Shared
0.00
None
35.98K
Costco Wholesale Corp
SOLEShares6.13K
TypeSH
Market value$5.80M
3.79%
Sole
0.00
Shared
0.00
None
6.13K
Berkshire Hathaway Inc Cl B
SOLEShares10.06K
TypeSH
Market value$5.36M
3.51%
Sole
0.00
Shared
0.00
None
10.06K
Intuit Inc
SOLEShares7.73K
TypeSH
Market value$4.75M
3.10%
Sole
0.00
Shared
0.00
None
7.73K
Oracle Corp
SOLEShares30.70K
TypeSH
Market value$4.29M
2.81%
Sole
0.00
Shared
0.00
None
30.70K
Globus Medical Inc A
SOLEShares50K
TypeSH
Market value$3.66M
2.39%
Sole
0.00
Shared
0.00
None
50K
WR Berkley Corp
SOLEShares47.91K
TypeSH
Market value$3.41M
2.23%
Sole
0.00
Shared
0.00
None
47.91K
American Express
SOLEShares11.47K
TypeSH
Market value$3.09M
2.02%
Sole
0.00
Shared
0.00
None
11.47K
Alphabet Inc Cl A
SOLEShares19.47K
TypeSH
Market value$3.01M
1.97%
Sole
0.00
Shared
0.00
None
19.47K
Paychex Inc
SOLEShares17.55K
TypeSH
Market value$2.71M
1.77%
Sole
0.00
Shared
0.00
None
17.55K
iShares Russell 2000 Index
SOLEShares12.76K
TypeSH
Market value$2.55M
1.67%
Sole
0.00
Shared
0.00
None
12.76K
Invesco S&P 500 Eq Wt
SOLEShares14.61K
TypeSH
Market value$2.53M
1.66%
Sole
0.00
Shared
0.00
None
14.61K
Procter & Gamble
SOLEShares14.76K
TypeSH
Market value$2.52M
1.65%
Sole
0.00
Shared
0.00
None
14.76K
Automatic Data Processing
SOLEShares8.14K
TypeSH
Market value$2.49M
1.63%
Sole
0.00
Shared
0.00
None
8.14K
JP Morgan Chase & Co
SOLEShares10.05K
TypeSH
Market value$2.47M
1.61%
Sole
0.00
Shared
0.00
None
10.05K
Cisco Systems Inc
SOLEShares37.99K
TypeSH
Market value$2.34M
1.53%
Sole
0.00
Shared
0.00
None
37.99K
iShares Core MSCI EAFE
SOLEShares27.83K
TypeSH
Market value$2.11M
1.38%
Sole
0.00
Shared
0.00
None
27.83K
Home Depot Inc
SOLEShares5.74K
TypeSH
Market value$2.11M
1.38%
Sole
0.00
Shared
0.00
None
5.74K
Johnson & Johnson
SOLEShares12.43K
TypeSH
Market value$2.06M
1.35%
Sole
0.00
Shared
0.00
None
12.43K
Waste Management Inc
SOLEShares8.83K
TypeSH
Market value$2.04M
1.34%
Sole
0.00
Shared
0.00
None
8.83K
Bank of America Corp
SOLEShares45.99K
TypeSH
Market value$1.92M
1.26%
Sole
0.00
Shared
0.00
None
45.99K
Lowes Companies Inc
SOLEShares7.94K
TypeSH
Market value$1.85M
1.21%
Sole
0.00
Shared
0.00
None
7.94K
Alphabet Inc Cl C
SOLEShares11.57K
TypeSH
Market value$1.81M
1.18%
Sole
0.00
Shared
0.00
None
11.57K
iShares iBonds Dec 2027 Term C
SOLEShares72.70K
TypeSH
Market value$1.76M
1.15%
Sole
0.00
Shared
0.00
None
72.70K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorporationSOLE | COM | 21.43K | SH | $8.05M 5.26% | 0.00 | 0.00 | 21.43K |
Apple IncSOLE | COM | 35.98K | SH | $7.99M 5.23% | 0.00 | 0.00 | 35.98K |
Costco Wholesale CorpSOLE | COM | 6.13K | SH | $5.80M 3.79% | 0.00 | 0.00 | 6.13K |
Berkshire Hathaway Inc Cl BSOLE | COM | 10.06K | SH | $5.36M 3.51% | 0.00 | 0.00 | 10.06K |
Intuit IncSOLE | COM | 7.73K | SH | $4.75M 3.10% | 0.00 | 0.00 | 7.73K |
Oracle CorpSOLE | COM | 30.70K | SH | $4.29M 2.81% | 0.00 | 0.00 | 30.70K |
Globus Medical Inc ASOLE | COM | 50K | SH | $3.66M 2.39% | 0.00 | 0.00 | 50K |
WR Berkley CorpSOLE | COM | 47.91K | SH | $3.41M 2.23% | 0.00 | 0.00 | 47.91K |
American ExpressSOLE | COM | 11.47K | SH | $3.09M 2.02% | 0.00 | 0.00 | 11.47K |
Alphabet Inc Cl ASOLE | COM | 19.47K | SH | $3.01M 1.97% | 0.00 | 0.00 | 19.47K |
Paychex IncSOLE | COM | 17.55K | SH | $2.71M 1.77% | 0.00 | 0.00 | 17.55K |
iShares Russell 2000 IndexSOLE | ETF | 12.76K | SH | $2.55M 1.67% | 0.00 | 0.00 | 12.76K |
Invesco S&P 500 Eq WtSOLE | ETF | 14.61K | SH | $2.53M 1.66% | 0.00 | 0.00 | 14.61K |
Procter & GambleSOLE | COM | 14.76K | SH | $2.52M 1.65% | 0.00 | 0.00 | 14.76K |
Automatic Data ProcessingSOLE | COM | 8.14K | SH | $2.49M 1.63% | 0.00 | 0.00 | 8.14K |
JP Morgan Chase & CoSOLE | COM | 10.05K | SH | $2.47M 1.61% | 0.00 | 0.00 | 10.05K |
Cisco Systems IncSOLE | COM | 37.99K | SH | $2.34M 1.53% | 0.00 | 0.00 | 37.99K |
iShares Core MSCI EAFESOLE | ETF | 27.83K | SH | $2.11M 1.38% | 0.00 | 0.00 | 27.83K |
Home Depot IncSOLE | COM | 5.74K | SH | $2.11M 1.38% | 0.00 | 0.00 | 5.74K |
Johnson & JohnsonSOLE | COM | 12.43K | SH | $2.06M 1.35% | 0.00 | 0.00 | 12.43K |
Waste Management IncSOLE | COM | 8.83K | SH | $2.04M 1.34% | 0.00 | 0.00 | 8.83K |
Bank of America CorpSOLE | COM | 45.99K | SH | $1.92M 1.26% | 0.00 | 0.00 | 45.99K |
Lowes Companies IncSOLE | COM | 7.94K | SH | $1.85M 1.21% | 0.00 | 0.00 | 7.94K |
Alphabet Inc Cl CSOLE | COM | 11.57K | SH | $1.81M 1.18% | 0.00 | 0.00 | 11.57K |
iShares iBonds Dec 2027 Term CSOLE | ETF | 72.70K | SH | $1.76M 1.15% | 0.00 | 0.00 | 72.70K |
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