Godshalk Welsh Capital Management, Inc.

Q1 2026 13F-HR Holdings

Location
Radnor, PA
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
129
Total value ($000)
$172,474
Net value change ($000)
-2,636 (-1.5%)
New positions
5
Sold out positions
8
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IBDW 896 222.3%
IBDU 750 32.1%
COST 734 15.0%
IBDV 722 53.1%
GLW 636 53.5%
VLO 599 50.3%
CVX 567 35.4%
WAT 496 NEW
JNJ 392 15.7%
IBDT 386 12.3%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,374 -24.5%
INTU -1,725 -35.1%
ORCL -1,457 -25.2%
NSRGY -1,012 -100.0%
AXP -754 -18.9%
AAPL -683 -7.7%
GOOGL -499 -8.8%
BRK-B -475 -9.9%
ADP -431 -21.0%
PAYX -416 -21.3%
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