Filed: 2/12/2026ACC: 0001631775-26-000001
📋 What this filing means
GODSHALK WELSH CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 132 equity positions with a total reported market value of $175.11M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
132
Positions
$175.11M
Total AUM (reported)
1.77M
Total Shares
Allocation by class
COM$130.06M74.3%
ETF$42.56M24.3%
ADR$2.49M1.4%
Portfolio Concentration
Top 3$24.38M13.9%
4–10$31.30M17.9%
11–25$38.92M22.2%
Rest$80.51M46.0%
Top 3 weight
13.9%
Top 10 weight
31.8%
Voting Authority Distribution
Total shares with voting rights: 1.77M
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
1.77M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole132
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings132
Rows:
Microsoft Corporation
SOLEShares20.07K
TypeSH
Market value$9.71M
5.54%
Sole
0.00
Shared
0.00
None
20.07K
Apple Inc
SOLEShares32.67K
TypeSH
Market value$8.88M
5.07%
Sole
0.00
Shared
0.00
None
32.67K
Oracle Corp
SOLEShares29.71K
TypeSH
Market value$5.79M
3.31%
Sole
0.00
Shared
0.00
None
29.71K
Alphabet Inc Cl A
SOLEShares18.02K
TypeSH
Market value$5.64M
3.22%
Sole
0.00
Shared
0.00
None
18.02K
Intuit Inc
SOLEShares7.42K
TypeSH
Market value$4.92M
2.81%
Sole
0.00
Shared
0.00
None
7.42K
Costco Wholesale Corp
SOLEShares5.68K
TypeSH
Market value$4.89M
2.80%
Sole
0.00
Shared
0.00
None
5.68K
Berkshire Hathaway Inc Cl B
SOLEShares9.56K
TypeSH
Market value$4.80M
2.74%
Sole
0.00
Shared
0.00
None
9.56K
American Express
SOLEShares10.79K
TypeSH
Market value$3.99M
2.28%
Sole
0.00
Shared
0.00
None
10.79K
Alphabet Inc Cl C
SOLEShares11.34K
TypeSH
Market value$3.56M
2.03%
Sole
0.00
Shared
0.00
None
11.34K
Globus Medical Inc A
SOLEShares40K
TypeSH
Market value$3.49M
1.99%
Sole
0.00
Shared
0.00
None
40K
WR Berkley Corp
SOLEShares45.27K
TypeSH
Market value$3.17M
1.81%
Sole
0.00
Shared
0.00
None
45.27K
iShares Russell 2000 Index
SOLEShares12.75K
TypeSH
Market value$3.14M
1.79%
Sole
0.00
Shared
0.00
None
12.75K
iShares iBonds Dec 2028 Term C
SOLEShares123K
TypeSH
Market value$3.13M
1.79%
Sole
0.00
Shared
0.00
None
123K
JP Morgan Chase & Co
SOLEShares9.58K
TypeSH
Market value$3.09M
1.76%
Sole
0.00
Shared
0.00
None
9.58K
Cisco Systems Inc
SOLEShares37.32K
TypeSH
Market value$2.87M
1.64%
Sole
0.00
Shared
0.00
None
37.32K
Invesco S&P 500 Eq Wt
SOLEShares14.59K
TypeSH
Market value$2.79M
1.60%
Sole
0.00
Shared
0.00
None
14.59K
iShares iBonds Dec 2027 Term C
SOLEShares111.63K
TypeSH
Market value$2.71M
1.55%
Sole
0.00
Shared
0.00
None
111.63K
Johnson & Johnson
SOLEShares12.04K
TypeSH
Market value$2.49M
1.42%
Sole
0.00
Shared
0.00
None
12.04K
iShares Core MSCI EAFE
SOLEShares27.77K
TypeSH
Market value$2.48M
1.42%
Sole
0.00
Shared
0.00
None
27.77K
Bank of America Corp
SOLEShares44.32K
TypeSH
Market value$2.44M
1.39%
Sole
0.00
Shared
0.00
None
44.32K
iShares iBonds Dec 2029 Term C
SOLEShares99.90K
TypeSH
Market value$2.34M
1.34%
Sole
0.00
Shared
0.00
None
99.90K
Fidelity High Dividend
SOLEShares37.11K
TypeSH
Market value$2.10M
1.20%
Sole
0.00
Shared
0.00
None
37.11K
Procter & Gamble
SOLEShares14.35K
TypeSH
Market value$2.06M
1.17%
Sole
0.00
Shared
0.00
None
14.35K
Automatic Data Processing
SOLEShares7.97K
TypeSH
Market value$2.05M
1.17%
Sole
0.00
Shared
0.00
None
7.97K
iShares iBonds Dec 2026 Term C
SOLEShares84.38K
TypeSH
Market value$2.04M
1.17%
Sole
0.00
Shared
0.00
None
84.38K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorporationSOLE | COM | 20.07K | SH | $9.71M 5.54% | 0.00 | 0.00 | 20.07K |
Apple IncSOLE | COM | 32.67K | SH | $8.88M 5.07% | 0.00 | 0.00 | 32.67K |
Oracle CorpSOLE | COM | 29.71K | SH | $5.79M 3.31% | 0.00 | 0.00 | 29.71K |
Alphabet Inc Cl ASOLE | COM | 18.02K | SH | $5.64M 3.22% | 0.00 | 0.00 | 18.02K |
Intuit IncSOLE | COM | 7.42K | SH | $4.92M 2.81% | 0.00 | 0.00 | 7.42K |
Costco Wholesale CorpSOLE | COM | 5.68K | SH | $4.89M 2.80% | 0.00 | 0.00 | 5.68K |
Berkshire Hathaway Inc Cl BSOLE | COM | 9.56K | SH | $4.80M 2.74% | 0.00 | 0.00 | 9.56K |
American ExpressSOLE | COM | 10.79K | SH | $3.99M 2.28% | 0.00 | 0.00 | 10.79K |
Alphabet Inc Cl CSOLE | COM | 11.34K | SH | $3.56M 2.03% | 0.00 | 0.00 | 11.34K |
Globus Medical Inc ASOLE | COM | 40K | SH | $3.49M 1.99% | 0.00 | 0.00 | 40K |
WR Berkley CorpSOLE | COM | 45.27K | SH | $3.17M 1.81% | 0.00 | 0.00 | 45.27K |
iShares Russell 2000 IndexSOLE | ETF | 12.75K | SH | $3.14M 1.79% | 0.00 | 0.00 | 12.75K |
iShares iBonds Dec 2028 Term CSOLE | ETF | 123K | SH | $3.13M 1.79% | 0.00 | 0.00 | 123K |
JP Morgan Chase & CoSOLE | COM | 9.58K | SH | $3.09M 1.76% | 0.00 | 0.00 | 9.58K |
Cisco Systems IncSOLE | COM | 37.32K | SH | $2.87M 1.64% | 0.00 | 0.00 | 37.32K |
Invesco S&P 500 Eq WtSOLE | ETF | 14.59K | SH | $2.79M 1.60% | 0.00 | 0.00 | 14.59K |
iShares iBonds Dec 2027 Term CSOLE | ETF | 111.63K | SH | $2.71M 1.55% | 0.00 | 0.00 | 111.63K |
Johnson & JohnsonSOLE | COM | 12.04K | SH | $2.49M 1.42% | 0.00 | 0.00 | 12.04K |
iShares Core MSCI EAFESOLE | ETF | 27.77K | SH | $2.48M 1.42% | 0.00 | 0.00 | 27.77K |
Bank of America CorpSOLE | COM | 44.32K | SH | $2.44M 1.39% | 0.00 | 0.00 | 44.32K |
iShares iBonds Dec 2029 Term CSOLE | ETF | 99.90K | SH | $2.34M 1.34% | 0.00 | 0.00 | 99.90K |
Fidelity High DividendSOLE | ETF | 37.11K | SH | $2.10M 1.20% | 0.00 | 0.00 | 37.11K |
Procter & GambleSOLE | COM | 14.35K | SH | $2.06M 1.17% | 0.00 | 0.00 | 14.35K |
Automatic Data ProcessingSOLE | COM | 7.97K | SH | $2.05M 1.17% | 0.00 | 0.00 | 7.97K |
iShares iBonds Dec 2026 Term CSOLE | ETF | 84.38K | SH | $2.04M 1.17% | 0.00 | 0.00 | 84.38K |
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