Filed: 11/14/2025ACC: 0001631775-25-000006
📋 What this filing means
GODSHALK WELSH CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 131 equity positions with a total reported market value of $174.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
131
Positions
$174.30M
Total AUM (reported)
1.72M
Total Shares
Allocation by class
COM$134.74M77.3%
ETF$37.23M21.4%
ADR$2.33M1.3%
Portfolio Concentration
Top 3$27.38M15.7%
4–10$30.09M17.3%
11–25$37.02M21.2%
Rest$79.81M45.8%
Top 3 weight
15.7%
Top 10 weight
33.0%
Voting Authority Distribution
Total shares with voting rights: 1.72M
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
1.72M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole131
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings131
Rows:
Microsoft Corporation
SOLEShares20.33K
TypeSH
Market value$10.53M
6.04%
Sole
0.00
Shared
0.00
None
20.33K
Apple Inc
SOLEShares33.33K
TypeSH
Market value$8.49M
4.87%
Sole
0.00
Shared
0.00
None
33.33K
Oracle Corp
SOLEShares29.73K
TypeSH
Market value$8.36M
4.80%
Sole
0.00
Shared
0.00
None
29.73K
Costco Wholesale Corp
SOLEShares5.78K
TypeSH
Market value$5.35M
3.07%
Sole
0.00
Shared
0.00
None
5.78K
Intuit Inc
SOLEShares7.47K
TypeSH
Market value$5.10M
2.93%
Sole
0.00
Shared
0.00
None
7.47K
Berkshire Hathaway Inc Cl B
SOLEShares9.67K
TypeSH
Market value$4.86M
2.79%
Sole
0.00
Shared
0.00
None
9.67K
Alphabet Inc Cl A
SOLEShares18.34K
TypeSH
Market value$4.46M
2.56%
Sole
0.00
Shared
0.00
None
18.34K
American Express
SOLEShares11.19K
TypeSH
Market value$3.72M
2.13%
Sole
0.00
Shared
0.00
None
11.19K
WR Berkley Corp
SOLEShares45.92K
TypeSH
Market value$3.52M
2.02%
Sole
0.00
Shared
0.00
None
45.92K
iShares Russell 2000 Index
SOLEShares12.76K
TypeSH
Market value$3.09M
1.77%
Sole
0.00
Shared
0.00
None
12.76K
JP Morgan Chase & Co
SOLEShares9.69K
TypeSH
Market value$3.06M
1.75%
Sole
0.00
Shared
0.00
None
9.69K
Globus Medical Inc A
SOLEShares50K
TypeSH
Market value$2.86M
1.64%
Sole
0.00
Shared
0.00
None
50K
Alphabet Inc Cl C
SOLEShares11.34K
TypeSH
Market value$2.76M
1.58%
Sole
0.00
Shared
0.00
None
11.34K
Invesco S&P 500 Eq Wt
SOLEShares14.08K
TypeSH
Market value$2.67M
1.53%
Sole
0.00
Shared
0.00
None
14.08K
iShares iBonds Dec 2028 Term C
SOLEShares101.60K
TypeSH
Market value$2.59M
1.49%
Sole
0.00
Shared
0.00
None
101.60K
Cisco Systems Inc
SOLEShares37.45K
TypeSH
Market value$2.56M
1.47%
Sole
0.00
Shared
0.00
None
37.45K
iShares iBonds Dec 2027 Term C
SOLEShares101.75K
TypeSH
Market value$2.48M
1.42%
Sole
0.00
Shared
0.00
None
101.75K
iShares Core MSCI EAFE
SOLEShares27.71K
TypeSH
Market value$2.42M
1.39%
Sole
0.00
Shared
0.00
None
27.71K
Automatic Data Processing
SOLEShares7.97K
TypeSH
Market value$2.34M
1.34%
Sole
0.00
Shared
0.00
None
7.97K
Bank of America Corp
SOLEShares45.22K
TypeSH
Market value$2.33M
1.34%
Sole
0.00
Shared
0.00
None
45.22K
Home Depot Inc
SOLEShares5.67K
TypeSH
Market value$2.30M
1.32%
Sole
0.00
Shared
0.00
None
5.67K
Johnson & Johnson
SOLEShares12.04K
TypeSH
Market value$2.23M
1.28%
Sole
0.00
Shared
0.00
None
12.04K
Procter & Gamble
SOLEShares14.35K
TypeSH
Market value$2.20M
1.26%
Sole
0.00
Shared
0.00
None
14.35K
Paychex Inc
SOLEShares17.38K
TypeSH
Market value$2.20M
1.26%
Sole
0.00
Shared
0.00
None
17.38K
Fidelity High Dividend
SOLEShares36.06K
TypeSH
Market value$2.01M
1.15%
Sole
0.00
Shared
0.00
None
36.06K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorporationSOLE | COM | 20.33K | SH | $10.53M 6.04% | 0.00 | 0.00 | 20.33K |
Apple IncSOLE | COM | 33.33K | SH | $8.49M 4.87% | 0.00 | 0.00 | 33.33K |
Oracle CorpSOLE | COM | 29.73K | SH | $8.36M 4.80% | 0.00 | 0.00 | 29.73K |
Costco Wholesale CorpSOLE | COM | 5.78K | SH | $5.35M 3.07% | 0.00 | 0.00 | 5.78K |
Intuit IncSOLE | COM | 7.47K | SH | $5.10M 2.93% | 0.00 | 0.00 | 7.47K |
Berkshire Hathaway Inc Cl BSOLE | COM | 9.67K | SH | $4.86M 2.79% | 0.00 | 0.00 | 9.67K |
Alphabet Inc Cl ASOLE | COM | 18.34K | SH | $4.46M 2.56% | 0.00 | 0.00 | 18.34K |
American ExpressSOLE | COM | 11.19K | SH | $3.72M 2.13% | 0.00 | 0.00 | 11.19K |
WR Berkley CorpSOLE | COM | 45.92K | SH | $3.52M 2.02% | 0.00 | 0.00 | 45.92K |
iShares Russell 2000 IndexSOLE | ETF | 12.76K | SH | $3.09M 1.77% | 0.00 | 0.00 | 12.76K |
JP Morgan Chase & CoSOLE | COM | 9.69K | SH | $3.06M 1.75% | 0.00 | 0.00 | 9.69K |
Globus Medical Inc ASOLE | COM | 50K | SH | $2.86M 1.64% | 0.00 | 0.00 | 50K |
Alphabet Inc Cl CSOLE | COM | 11.34K | SH | $2.76M 1.58% | 0.00 | 0.00 | 11.34K |
Invesco S&P 500 Eq WtSOLE | ETF | 14.08K | SH | $2.67M 1.53% | 0.00 | 0.00 | 14.08K |
iShares iBonds Dec 2028 Term CSOLE | ETF | 101.60K | SH | $2.59M 1.49% | 0.00 | 0.00 | 101.60K |
Cisco Systems IncSOLE | COM | 37.45K | SH | $2.56M 1.47% | 0.00 | 0.00 | 37.45K |
iShares iBonds Dec 2027 Term CSOLE | ETF | 101.75K | SH | $2.48M 1.42% | 0.00 | 0.00 | 101.75K |
iShares Core MSCI EAFESOLE | ETF | 27.71K | SH | $2.42M 1.39% | 0.00 | 0.00 | 27.71K |
Automatic Data ProcessingSOLE | COM | 7.97K | SH | $2.34M 1.34% | 0.00 | 0.00 | 7.97K |
Bank of America CorpSOLE | COM | 45.22K | SH | $2.33M 1.34% | 0.00 | 0.00 | 45.22K |
Home Depot IncSOLE | COM | 5.67K | SH | $2.30M 1.32% | 0.00 | 0.00 | 5.67K |
Johnson & JohnsonSOLE | COM | 12.04K | SH | $2.23M 1.28% | 0.00 | 0.00 | 12.04K |
Procter & GambleSOLE | COM | 14.35K | SH | $2.20M 1.26% | 0.00 | 0.00 | 14.35K |
Paychex IncSOLE | COM | 17.38K | SH | $2.20M 1.26% | 0.00 | 0.00 | 17.38K |
Fidelity High DividendSOLE | COM | 36.06K | SH | $2.01M 1.15% | 0.00 | 0.00 | 36.06K |
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