$103 Million is the total value of Godshalk Welsh Capital Management, Inc.'s 110 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMLP | Exit | ALPS Alerian MLPetf | $0 | – | -13,600 | -100.0% | -0.14% | – |
| MTB | Exit | M & T Bank Corporation | $0 | – | -1,200 | -100.0% | -0.21% | – |
| SCHA | Exit | Schwab US Small-Capetf | $0 | – | -2,795 | -100.0% | -0.22% | – |
| Exit | Invesco QQQ Trustetf | $0 | – | -1,800 | -100.0% | -0.32% | – | |
| SRCL | Exit | Stericycle Inc | $0 | – | -6,900 | -100.0% | -0.47% | – |
| Exit | Target Corporation | $0 | – | -9,850 | -100.0% | -0.78% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Microsoft Corporation | 36 | Q3 2023 | 6.7% |
| Globus Medical Inc | 36 | Q3 2023 | 4.9% |
| Intuit Inc | 36 | Q3 2023 | 3.7% |
| Costco Wholesale Corp | 36 | Q3 2023 | 3.0% |
| Procter & Gamble | 36 | Q3 2023 | 2.3% |
| iShares Russell 2000 Index | 36 | Q3 2023 | 2.2% |
| Merck & Co | 36 | Q3 2023 | 2.4% |
| Johnson & Johnson | 36 | Q3 2023 | 2.2% |
| Oracle Corp | 36 | Q3 2023 | 2.9% |
| Paychex Inc | 36 | Q3 2023 | 1.9% |
View Godshalk Welsh Capital Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-14 |
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.