Investor Details
| Filer Name: | GODSHALK WELSH CAPITAL MANAGEMENT, INC. |
|---|---|
| CIK: | 1631775 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-11 |
| Number of Holdings: | 120 |
| Portfolio Value: | $0.15B |
Godshalk Welsh Capital Management, Inc. Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| AAPL | US | APPLE INC | 37,061 | $9M | 5.99% | -4.0% | - |
| MSFT | US | MICROSOFT CORP | 21,647 | $9M | 5.89% | -3.4% | - |
| COST | US | COSTCO WHOLESALE CORP | 6,324 | $6M | 3.74% | -3.9% | - |
| ORCL | US | ORACLE CORP | 30,695 | $5M | 3.30% | -2.8% | - |
| INTU | US | INTUIT INC | 7,807 | $5M | 3.17% | -1.9% | - |
| GMED | US | GLOBUS MEDICAL INC - A | 55,000 | $5M | 2.94% | -11.7% | - |
| BRK/B | US | BERKSHIRE HATHAWAY INC-CL B | 10,003 | $5M | 2.93% | -1.5% | - |
| GOOGL | US | ALPHABET INC-CL A | 19,795 | $4M | 2.42% | -0.8% | - |
| AXP | US | AMERICAN EXPRESS CO | 11,763 | $3M | 2.25% | -1.7% | - |
| WRB | US | WR BERKLEY CORP | 48,432 | $3M | 1.83% | -1.7% | - |
| IWM | US | ISHARES RUSSELL 2000 ETF | 12,762 | $3M | 1.82% | -0.4% | - |
| RSP | US | INVESCO S&P 500 EQUAL WEIGHT | 14,558 | $3M | 1.65% | 0.8% | - |
| PAYX | US | PAYCHEX INC | 17,850 | $3M | 1.62% | -1.4% | - |
| JPM | US | JPMORGAN CHASE & CO | 10,220 | $2M | 1.58% | -1.2% | - |
| PG | US | PROCTER & GAMBLE CO/THE | 14,645 | $2M | 1.58% | -1.9% | - |
| GOOG | US | ALPHABET INC-CL C | 11,925 | $2M | 1.47% | -0.4% | - |
| ADP | US | AUTOMATIC DATA PROCESSING | 7,709 | $2M | 1.46% | -0.6% | - |
| HD | US | HOME DEPOT INC | 5,834 | $2M | 1.46% | -1.9% | - |
| CSCO | US | CISCO SYSTEMS INC | 38,025 | $2M | 1.45% | -0.4% | - |
| BAC | US | BANK OF AMERICA CORP | 46,895 | $2M | 1.33% | -0.5% | - |