Godshalk Welsh Capital Management, Inc. - Portfolio overview

Godshalk Welsh Capital Management, Inc. has 141 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. AAPL - Apple Inc, 4.62%
  2. MSFT - Microsoft Corporation, 4.13%
  3. COST - Costco Wholesale Corp, 3.17%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.