Godshalk Welsh Capital Management, Inc.

Q3 2026 13F-HR Holdings

Location
Radnor, PA
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
135
Total value ($000)
$184,625
Net value change ($000)
-964 (-0.5%)
New positions
6
Sold out positions
8
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
MSFT 2,659 36.1%
RAYTHEON CO/ 1,458 NEW
AAPL 1,395 15.0%
VLO 844 45.0%
PSX 574 47.8%
CVX 398 22.9%
NFLX 289 NEW
ADP 272 15.2%
IBMT 247 45.6%
DHR 222 NEW
Top Reduces (Value $000, Stocks/ETFs)
RTX -1,522 -100.0%
GLW -1,383 -40.6%
CSCO -437 -10.2%
HD -393 -19.8%
AXP -374 -10.3%
HONA -338 -100.0%
IWM -315 -8.2%
ORCL -313 -7.3%
LOW -280 -17.0%
NOK -270 -29.3%
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