$102 Million is the total value of Godshalk Welsh Capital Management, Inc.'s 132 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EAT | New | Brinker International Inc | $353,000 | – | 8,025 | +100.0% | 0.35% | – |
| RSP | New | Rydex S&P 500 Equal Weightetf | $245,000 | – | 2,700 | +100.0% | 0.24% | – |
| DIS | New | Disney (Walt) Company | $208,000 | – | 1,837 | +100.0% | 0.20% | – |
| VTI | New | Vanguard Total Stock Mktetf | $202,000 | – | 1,665 | +100.0% | 0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Microsoft Corporation | 39 | Q2 2024 | 7.0% |
| Globus Medical Inc A | 39 | Q2 2024 | 4.9% |
| Intuit Inc | 39 | Q2 2024 | 3.7% |
| Costco Wholesale Corp | 39 | Q2 2024 | 3.8% |
| Procter & Gamble | 39 | Q2 2024 | 2.3% |
| iShares Russell 2000 Index | 39 | Q2 2024 | 2.2% |
| Oracle Corp | 39 | Q2 2024 | 3.1% |
| Merck & Co | 39 | Q2 2024 | 2.4% |
| Johnson & Johnson | 39 | Q2 2024 | 2.2% |
| Paychex Inc | 39 | Q2 2024 | 1.9% |
View Godshalk Welsh Capital Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-22 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-10 |
View Godshalk Welsh Capital Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.