Godshalk Welsh Capital Management, Inc. holds a diversified book of 137 reported positions worth $185.6M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Intel Corp and trimmed Apple Inc. Their largest long position is Apple Inc at 5% of the reported non-option book. Cloning the disclosed picks since 2025 would be +8% (+9.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.5 points over this window.
Growth of $10,000 cloning Godshalk Welsh Capital Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
72% mapped to company sectors
+5 sectors below the cut, 7% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Godshalk Welsh Capital Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Independent Investors Inc | 29 / 80 | $418.1M |
| Emerald Advisors, LLC | 32 / 80 | $634.3M |
| New World Advisors LLC | 34 / 80 | $454.0M |
| Ardent Capital Management, Inc. | 15 / 80 | $183.7M |
| Marest Capital, LLC | 10 / 80 | $149.5M |
| Daniel Investment Group, Inc. | 9 / 80 | $122.8M |
| AdviceOne Advisory Services, LLC | 16 / 80 | $125.2M |
| Wallace Hart LLC | 8 / 80 | $111.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Godshalk Welsh Capital Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $9.3M | 32.2K | 5.0% | ▼−0.4% Reduced · −125 sh | |
| 2 | Microsoft Corporation COM | $7.4M | 19.7K | 4.0% | ▼−0.5% Reduced · −90 sh | |
| 3 | Alphabet Inc Cl A COM | $6.4M | 17.8K | 3.4% | ▼−0.6% Reduced · −105 sh | |
| 4 | Costco Wholesale Corp COM | $5.3M | 5.7K | 2.9% | ▲+0.4% Added · +25 sh | |
| 5 | Berkshire Hathaway Inc Cl B COM | $4.4M | 8.8K | 2.4% | ▼−2.4% Reduced · −220 sh | |
| 6 | Oracle Corp COM | $4.3M | 29.4K | 2.3% | ▼−0.3% Reduced · −100 sh | |
| 7 | Cisco Systems Inc COM | $4.3M | 36.4K | 2.3% | ▼−1.8% Reduced · −675 sh | |
| 8 | Alphabet Inc Cl C COM | $4.0M | 11.3K | 2.2% | —Held | |
| 9 | iShares Russell 2000 Index ETF | $3.8M | 12.7K | 2.1% | ▼~0% Reduced · −2 sh | |
| 10 | iShares iBonds Dec 2028 Term C ETF | $3.7M | 144.8K | 2.0% | ▲+4.3% Added · +6K sh | |
| 11 | American Express COM | $3.6M | 10.7K | 2.0% | ▲+0.3% Added · +35 sh | |
| 12 | Corning Inc COM | $3.4M | 13.3K | 1.8% | ▼−0.6% Reduced · −75 sh | |
| 13 | Invesco S&P 500 Eq Wt ETF | $3.2M | 15.2K | 1.7% | ▲+1.2% Added · +186 sh | |
| 14 | WR Berkley Corp COM | $3.2M | 45.2K | 1.7% | —Held | |
| 15 | iShares iBonds Dec 2029 Term C ETF | $3.2M | 136.8K | 1.7% | ▲+3.0% Added · +4K sh | |
| 16 | Globus Medical Inc A COM | $3.2M | 40.0K | 1.7% | —Held | |
| 17 | JP Morgan Chase & Co COM | $3.1M | 9.4K | 1.7% | ▼−1.3% Reduced · −125 sh | |
| 18 | iShares iBonds Dec 2027 Term C ETF | $3.1M | 126.6K | 1.7% | ▲+1.0% Added · +1K sh | |
| 19 | Johnson & Johnson COM | $3.0M | 11.7K | 1.6% | ▼−0.8% Reduced · −98 sh | |
| 20 | iShares Core MSCI EAFE ETF | $2.7M | 27.8K | 1.4% | ▼−0.5% Reduced · −145 sh | |
| 21 | Bank of America Corp COM | $2.5M | 43.9K | 1.3% | ▼−0.5% Reduced · −200 sh | |
| 22 | Fidelity High Dividend ETF | $2.5M | 41.1K | 1.3% | ▲+3.0% Added · +1K sh | |
| 23 | iShares iBonds Dec 2030 Term C ETF | $2.2M | 101.8K | 1.2% | ▲+7.1% Added · +7K sh | |
| 24 | iShares iBonds Dec 2026 Term C ETF | $2.2M | 90.1K | 1.2% | ▲+0.1% Added · +100 sh | |
| 25 | T Rowe Price Capital Apprec Eq ETF | $2.1M | 51.5K | 1.1% | ▲+5.4% Added · +3K sh | |
| 26 | Procter & Gamble COM | $2.1M | 14.3K | 1.1% | —Held | |
| 27 | Home Depot Inc COM | $2.0M | 5.6K | 1.1% | ▼−0.1% Reduced · −5 sh | |
| 28 | Taiwan Semiconductor Mfg ADR ADR | $1.9M | 4.1K | 1.0% | ▼−0.6% Reduced · −25 sh | |
| 29 | TJX Companies Inc COM | $1.9M | 12.6K | 1.0% | ▲+0.8% Added · +100 sh | |
| 30 | Sysco Corporation COM | $1.9M | 22.5K | 1.0% | ▼−0.7% Reduced · −150 sh | |
| 31 | Valero Energy Corp COM | $1.9M | 7.2K | 1.0% | ▼−0.7% Reduced · −50 sh | |
| 32 | Waste Management Inc COM | $1.9M | 8.4K | 1.0% | ▼−1.2% Reduced · −100 sh | |
| 33 | Automatic Data Processing COM | $1.8M | 8.0K | 1.0% | —Held | |
| 34 | Intuit Inc COM | $1.7M | 6.7K | 0.9% | ▼−9.7% Reduced · −715 sh | |
| 35 | Chevron Corp COM | $1.7M | 10.5K | 0.9% | —Held | |
| 36 | Lowes Companies Inc COM | $1.6M | 7.5K | 0.9% | —Held | |
| 37 | Paychex Inc COM | $1.6M | 16.7K | 0.9% | —Held | |
| 38 | Walmart Inc COM | $1.6M | 13.8K | 0.8% | ▲+1.5% Added · +210 sh | |
| 39 | RTX Corp COM | $1.5M | 8.0K | 0.8% | ▼−0.6% Reduced · −50 sh | |
| 40 | Merck & Co COM | $1.5M | 11.7K | 0.8% | ▼−0.4% Reduced · −50 sh | |
| 41 | Vanguard Div Appreciation ETF | $1.5M | 6.2K | 0.8% | ▼−6.0% Reduced · −400 sh | |
| 42 | iShares iBonds Dec 2031 Term C ETF | $1.4M | 68.5K | 0.8% | ▲+10% Added · +7K sh | |
| 43 | SPDR S&P 500 ETF | $1.4M | 1.9K | 0.8% | —Held | |
| 44 | Starbucks Corp COM | $1.4M | 13.6K | 0.7% | —Held | |
| 45 | iShares Short Term Nat Muni Bd ETF | $1.4M | 12.8K | 0.7% | ▼−1.5% Reduced · −200 sh | |
| 46 | iShares Core Moderate Allocati ETF | $1.4M | 27.2K | 0.7% | ▲~0% Added · +5 sh | |
| 47 | Ecolab Inc COM | $1.4M | 4.9K | 0.7% | —Held | |
| 48 | AbbVie Inc COM | $1.3M | 5.2K | 0.7% | —Held | |
| 49 | Visa Inc COM | $1.3M | 3.7K | 0.7% | —Held | |
| 50 | iShares iBonds Dec 2028 Term M ETF | $1.3M | 49.5K | 0.7% | ▲+5.3% Added · +3K sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.