Filed: 8/14/2025ACC: 0001631775-25-000003
📋 What this filing means
GODSHALK WELSH CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 130 equity positions with a total reported market value of $162.33M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
130
Positions
$162.33M
Total AUM (reported)
1.63M
Total Shares
Allocation by class
COM$129.18M79.6%
ETF$32.05M19.7%
ADR$1.10M0.7%
Portfolio Concentration
Top 3$23.70M14.6%
4–10$29.58M18.2%
11–25$34.39M21.2%
Rest$74.66M46.0%
Top 3 weight
14.6%
Top 10 weight
32.8%
Voting Authority Distribution
Total shares with voting rights: 1.63M
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
1.63M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole130
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings130
Rows:
Microsoft Corporation
SOLEShares20.57K
TypeSH
Market value$10.23M
6.30%
Sole
0.00
Shared
0.00
None
20.57K
Apple Inc
SOLEShares33.39K
TypeSH
Market value$6.85M
4.22%
Sole
0.00
Shared
0.00
None
33.39K
Oracle Corp
SOLEShares30.27K
TypeSH
Market value$6.62M
4.08%
Sole
0.00
Shared
0.00
None
30.27K
Intuit Inc
SOLEShares7.51K
TypeSH
Market value$5.92M
3.65%
Sole
0.00
Shared
0.00
None
7.51K
Costco Wholesale Corp
SOLEShares5.81K
TypeSH
Market value$5.75M
3.55%
Sole
0.00
Shared
0.00
None
5.81K
Berkshire Hathaway Inc Cl B
SOLEShares9.73K
TypeSH
Market value$4.73M
2.91%
Sole
0.00
Shared
0.00
None
9.73K
American Express
SOLEShares11.24K
TypeSH
Market value$3.59M
2.21%
Sole
0.00
Shared
0.00
None
11.24K
WR Berkley Corp
SOLEShares46.09K
TypeSH
Market value$3.39M
2.09%
Sole
0.00
Shared
0.00
None
46.09K
Alphabet Inc Cl A
SOLEShares18.46K
TypeSH
Market value$3.25M
2.00%
Sole
0.00
Shared
0.00
None
18.46K
Globus Medical Inc A
SOLEShares50K
TypeSH
Market value$2.95M
1.82%
Sole
0.00
Shared
0.00
None
50K
JP Morgan Chase & Co
SOLEShares9.90K
TypeSH
Market value$2.87M
1.77%
Sole
0.00
Shared
0.00
None
9.90K
iShares Russell 2000 Index
SOLEShares12.76K
TypeSH
Market value$2.75M
1.70%
Sole
0.00
Shared
0.00
None
12.76K
Cisco Systems Inc
SOLEShares37.47K
TypeSH
Market value$2.60M
1.60%
Sole
0.00
Shared
0.00
None
37.47K
Invesco S&P 500 Eq Wt
SOLEShares13.95K
TypeSH
Market value$2.53M
1.56%
Sole
0.00
Shared
0.00
None
13.95K
Paychex Inc
SOLEShares17.38K
TypeSH
Market value$2.53M
1.56%
Sole
0.00
Shared
0.00
None
17.38K
Automatic Data Processing
SOLEShares8.01K
TypeSH
Market value$2.47M
1.52%
Sole
0.00
Shared
0.00
None
8.01K
Procter & Gamble
SOLEShares14.44K
TypeSH
Market value$2.30M
1.42%
Sole
0.00
Shared
0.00
None
14.44K
iShares Core MSCI EAFE
SOLEShares27.34K
TypeSH
Market value$2.28M
1.41%
Sole
0.00
Shared
0.00
None
27.34K
Bank of America Corp
SOLEShares45.32K
TypeSH
Market value$2.14M
1.32%
Sole
0.00
Shared
0.00
None
45.32K
Home Depot Inc
SOLEShares5.67K
TypeSH
Market value$2.08M
1.28%
Sole
0.00
Shared
0.00
None
5.67K
iShares iBonds Dec 2027 Term C
SOLEShares85.50K
TypeSH
Market value$2.08M
1.28%
Sole
0.00
Shared
0.00
None
85.50K
Alphabet Inc Cl C
SOLEShares11.34K
TypeSH
Market value$2.01M
1.24%
Sole
0.00
Shared
0.00
None
11.34K
Waste Management Inc
SOLEShares8.79K
TypeSH
Market value$2.01M
1.24%
Sole
0.00
Shared
0.00
None
8.79K
iShares iBonds Dec 2028 Term C
SOLEShares73.75K
TypeSH
Market value$1.87M
1.15%
Sole
0.00
Shared
0.00
None
73.75K
Johnson & Johnson
SOLEShares12.11K
TypeSH
Market value$1.85M
1.14%
Sole
0.00
Shared
0.00
None
12.11K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorporationSOLE | COM | 20.57K | SH | $10.23M 6.30% | 0.00 | 0.00 | 20.57K |
Apple IncSOLE | COM | 33.39K | SH | $6.85M 4.22% | 0.00 | 0.00 | 33.39K |
Oracle CorpSOLE | COM | 30.27K | SH | $6.62M 4.08% | 0.00 | 0.00 | 30.27K |
Intuit IncSOLE | COM | 7.51K | SH | $5.92M 3.65% | 0.00 | 0.00 | 7.51K |
Costco Wholesale CorpSOLE | COM | 5.81K | SH | $5.75M 3.55% | 0.00 | 0.00 | 5.81K |
Berkshire Hathaway Inc Cl BSOLE | COM | 9.73K | SH | $4.73M 2.91% | 0.00 | 0.00 | 9.73K |
American ExpressSOLE | COM | 11.24K | SH | $3.59M 2.21% | 0.00 | 0.00 | 11.24K |
WR Berkley CorpSOLE | COM | 46.09K | SH | $3.39M 2.09% | 0.00 | 0.00 | 46.09K |
Alphabet Inc Cl ASOLE | COM | 18.46K | SH | $3.25M 2.00% | 0.00 | 0.00 | 18.46K |
Globus Medical Inc ASOLE | COM | 50K | SH | $2.95M 1.82% | 0.00 | 0.00 | 50K |
JP Morgan Chase & CoSOLE | COM | 9.90K | SH | $2.87M 1.77% | 0.00 | 0.00 | 9.90K |
iShares Russell 2000 IndexSOLE | ETF | 12.76K | SH | $2.75M 1.70% | 0.00 | 0.00 | 12.76K |
Cisco Systems IncSOLE | COM | 37.47K | SH | $2.60M 1.60% | 0.00 | 0.00 | 37.47K |
Invesco S&P 500 Eq WtSOLE | ETF | 13.95K | SH | $2.53M 1.56% | 0.00 | 0.00 | 13.95K |
Paychex IncSOLE | COM | 17.38K | SH | $2.53M 1.56% | 0.00 | 0.00 | 17.38K |
Automatic Data ProcessingSOLE | COM | 8.01K | SH | $2.47M 1.52% | 0.00 | 0.00 | 8.01K |
Procter & GambleSOLE | COM | 14.44K | SH | $2.30M 1.42% | 0.00 | 0.00 | 14.44K |
iShares Core MSCI EAFESOLE | ETF | 27.34K | SH | $2.28M 1.41% | 0.00 | 0.00 | 27.34K |
Bank of America CorpSOLE | COM | 45.32K | SH | $2.14M 1.32% | 0.00 | 0.00 | 45.32K |
Home Depot IncSOLE | COM | 5.67K | SH | $2.08M 1.28% | 0.00 | 0.00 | 5.67K |
iShares iBonds Dec 2027 Term CSOLE | ETF | 85.50K | SH | $2.08M 1.28% | 0.00 | 0.00 | 85.50K |
Alphabet Inc Cl CSOLE | COM | 11.34K | SH | $2.01M 1.24% | 0.00 | 0.00 | 11.34K |
Waste Management IncSOLE | COM | 8.79K | SH | $2.01M 1.24% | 0.00 | 0.00 | 8.79K |
iShares iBonds Dec 2028 Term CSOLE | ETF | 73.75K | SH | $1.87M 1.15% | 0.00 | 0.00 | 73.75K |
Johnson & JohnsonSOLE | COM | 12.11K | SH | $1.85M 1.14% | 0.00 | 0.00 | 12.11K |
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