Godshalk Welsh Capital Management, Inc.

Q4 2025 13F-HR Holdings

Location
Radnor, PA
Holdings as of
12/31/2025
Date filed
2/12/2026
Form type
13F-HR
Num holdings
132
Total value ($000)
$175,110
Net value change ($000)
+809 (0.5%)
New positions
8
Sold out positions
7
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 1,179 26.4%
GOOGL 796 28.8%
IBDU 778 49.9%
GMED 628 21.9%
IBDT 538 20.7%
IBDV 516 61.1%
IBMS 497 211.5%
IBDW 403 NEW
AAPL 395 4.7%
SOLS 356 NEW
Top Reduces (Value $000, Stocks/ETFs)
ORCL -2,569 -30.7%
IBDQ -840 -100.0%
MSFT -821 -7.8%
COST -453 -8.5%
HD -350 -15.2%
WRB -344 -9.8%
DD -331 -100.0%
PGX -307 -64.8%
ADP -290 -12.4%
iSHARES TRUST -268 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type