Filed: 5/13/2026ACC: 0001631775-26-000002
📋 What this filing means
GODSHALK WELSH CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 129 equity positions with a total reported market value of $172.47M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
129
Positions
$172.47M
Total AUM (reported)
1.94M
Total Shares
Allocation by class
COM$124.04M71.9%
ETF$46.76M27.1%
ADR$1.68M1.0%
Portfolio Concentration
Top 3$21.16M12.3%
4–10$27.26M15.8%
11–25$40.22M23.3%
Rest$83.83M48.6%
Top 3 weight
12.3%
Top 10 weight
28.1%
Voting Authority Distribution
Total shares with voting rights: 1.94M
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
1.94M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole129
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings129
Rows:
Apple Inc
SOLEShares32.30K
TypeSH
Market value$8.20M
4.75%
Sole
0.00
Shared
0.00
None
32.30K
Microsoft Corporation
SOLEShares19.82K
TypeSH
Market value$7.33M
4.25%
Sole
0.00
Shared
0.00
None
19.82K
Costco Wholesale Corp
SOLEShares5.65K
TypeSH
Market value$5.63M
3.26%
Sole
0.00
Shared
0.00
None
5.65K
Alphabet Inc Cl A
SOLEShares17.87K
TypeSH
Market value$5.14M
2.98%
Sole
0.00
Shared
0.00
None
17.87K
Oracle Corp
SOLEShares29.46K
TypeSH
Market value$4.33M
2.51%
Sole
0.00
Shared
0.00
None
29.46K
Berkshire Hathaway Inc Cl B
SOLEShares9.03K
TypeSH
Market value$4.33M
2.51%
Sole
0.00
Shared
0.00
None
9.03K
iShares iBonds Dec 2028 Term C
SOLEShares138.85K
TypeSH
Market value$3.52M
2.04%
Sole
0.00
Shared
0.00
None
138.85K
Globus Medical Inc A
SOLEShares40K
TypeSH
Market value$3.45M
2.00%
Sole
0.00
Shared
0.00
None
40K
Alphabet Inc Cl C
SOLEShares11.34K
TypeSH
Market value$3.25M
1.89%
Sole
0.00
Shared
0.00
None
11.34K
American Express
SOLEShares10.71K
TypeSH
Market value$3.24M
1.88%
Sole
0.00
Shared
0.00
None
10.71K
Intuit Inc
SOLEShares7.38K
TypeSH
Market value$3.19M
1.85%
Sole
0.00
Shared
0.00
None
7.38K
iShares Russell 2000 Index
SOLEShares12.72K
TypeSH
Market value$3.16M
1.83%
Sole
0.00
Shared
0.00
None
12.72K
iShares iBonds Dec 2029 Term C
SOLEShares132.75K
TypeSH
Market value$3.09M
1.79%
Sole
0.00
Shared
0.00
None
132.75K
iShares iBonds Dec 2027 Term C
SOLEShares125.33K
TypeSH
Market value$3.04M
1.76%
Sole
0.00
Shared
0.00
None
125.33K
WR Berkley Corp
SOLEShares45.16K
TypeSH
Market value$2.99M
1.74%
Sole
0.00
Shared
0.00
None
45.16K
Johnson & Johnson
SOLEShares11.80K
TypeSH
Market value$2.88M
1.67%
Sole
0.00
Shared
0.00
None
11.80K
Invesco S&P 500 Eq Wt
SOLEShares15.02K
TypeSH
Market value$2.88M
1.67%
Sole
0.00
Shared
0.00
None
15.02K
Cisco Systems Inc
SOLEShares37.07K
TypeSH
Market value$2.88M
1.67%
Sole
0.00
Shared
0.00
None
37.07K
JP Morgan Chase & Co
SOLEShares9.49K
TypeSH
Market value$2.79M
1.62%
Sole
0.00
Shared
0.00
None
9.49K
iShares Core MSCI EAFE
SOLEShares27.99K
TypeSH
Market value$2.53M
1.47%
Sole
0.00
Shared
0.00
None
27.99K
Fidelity High Dividend
SOLEShares39.92K
TypeSH
Market value$2.21M
1.28%
Sole
0.00
Shared
0.00
None
39.92K
iShares iBonds Dec 2026 Term C
SOLEShares90.03K
TypeSH
Market value$2.18M
1.27%
Sole
0.00
Shared
0.00
None
90.03K
Chevron Corp
SOLEShares10.47K
TypeSH
Market value$2.17M
1.26%
Sole
0.00
Shared
0.00
None
10.47K
Bank of America Corp
SOLEShares44.07K
TypeSH
Market value$2.15M
1.25%
Sole
0.00
Shared
0.00
None
44.07K
iShares iBonds Dec 2030 Term C
SOLEShares95.10K
TypeSH
Market value$2.08M
1.21%
Sole
0.00
Shared
0.00
None
95.10K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple IncSOLE | COM | 32.30K | SH | $8.20M 4.75% | 0.00 | 0.00 | 32.30K |
Microsoft CorporationSOLE | COM | 19.82K | SH | $7.33M 4.25% | 0.00 | 0.00 | 19.82K |
Costco Wholesale CorpSOLE | COM | 5.65K | SH | $5.63M 3.26% | 0.00 | 0.00 | 5.65K |
Alphabet Inc Cl ASOLE | COM | 17.87K | SH | $5.14M 2.98% | 0.00 | 0.00 | 17.87K |
Oracle CorpSOLE | COM | 29.46K | SH | $4.33M 2.51% | 0.00 | 0.00 | 29.46K |
Berkshire Hathaway Inc Cl BSOLE | COM | 9.03K | SH | $4.33M 2.51% | 0.00 | 0.00 | 9.03K |
iShares iBonds Dec 2028 Term CSOLE | ETF | 138.85K | SH | $3.52M 2.04% | 0.00 | 0.00 | 138.85K |
Globus Medical Inc ASOLE | COM | 40K | SH | $3.45M 2.00% | 0.00 | 0.00 | 40K |
Alphabet Inc Cl CSOLE | COM | 11.34K | SH | $3.25M 1.89% | 0.00 | 0.00 | 11.34K |
American ExpressSOLE | COM | 10.71K | SH | $3.24M 1.88% | 0.00 | 0.00 | 10.71K |
Intuit IncSOLE | COM | 7.38K | SH | $3.19M 1.85% | 0.00 | 0.00 | 7.38K |
iShares Russell 2000 IndexSOLE | ETF | 12.72K | SH | $3.16M 1.83% | 0.00 | 0.00 | 12.72K |
iShares iBonds Dec 2029 Term CSOLE | ETF | 132.75K | SH | $3.09M 1.79% | 0.00 | 0.00 | 132.75K |
iShares iBonds Dec 2027 Term CSOLE | ETF | 125.33K | SH | $3.04M 1.76% | 0.00 | 0.00 | 125.33K |
WR Berkley CorpSOLE | COM | 45.16K | SH | $2.99M 1.74% | 0.00 | 0.00 | 45.16K |
Johnson & JohnsonSOLE | COM | 11.80K | SH | $2.88M 1.67% | 0.00 | 0.00 | 11.80K |
Invesco S&P 500 Eq WtSOLE | ETF | 15.02K | SH | $2.88M 1.67% | 0.00 | 0.00 | 15.02K |
Cisco Systems IncSOLE | COM | 37.07K | SH | $2.88M 1.67% | 0.00 | 0.00 | 37.07K |
JP Morgan Chase & CoSOLE | COM | 9.49K | SH | $2.79M 1.62% | 0.00 | 0.00 | 9.49K |
iShares Core MSCI EAFESOLE | ETF | 27.99K | SH | $2.53M 1.47% | 0.00 | 0.00 | 27.99K |
Fidelity High DividendSOLE | ETF | 39.92K | SH | $2.21M 1.28% | 0.00 | 0.00 | 39.92K |
iShares iBonds Dec 2026 Term CSOLE | ETF | 90.03K | SH | $2.18M 1.27% | 0.00 | 0.00 | 90.03K |
Chevron CorpSOLE | COM | 10.47K | SH | $2.17M 1.26% | 0.00 | 0.00 | 10.47K |
Bank of America CorpSOLE | COM | 44.07K | SH | $2.15M 1.25% | 0.00 | 0.00 | 44.07K |
iShares iBonds Dec 2030 Term CSOLE | ETF | 95.10K | SH | $2.08M 1.21% | 0.00 | 0.00 | 95.10K |
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