$92 Million is the total value of Godshalk Welsh Capital Management, Inc.'s 96 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AEP | Exit | American Electric Power Co | $0 | – | -2,150 | -100.0% | -0.17% | – |
| HON | Exit | Honeywell International Inc | $0 | – | -1,150 | -100.0% | -0.17% | – |
| IUSG | Exit | iShares Core S&P US Growthetf | $0 | – | -3,100 | -100.0% | -0.17% | – |
| RSG | Exit | Republic Services Inc | $0 | – | -2,350 | -100.0% | -0.17% | – |
| AOR | Exit | iShares Core Growth Allocationetf | $0 | – | -4,502 | -100.0% | -0.18% | – |
| ANTM | Exit | Anthem Inc | $0 | – | -715 | -100.0% | -0.18% | – |
| DIS | Exit | Disney Walt Company | $0 | – | -1,537 | -100.0% | -0.18% | – |
| GPC | Exit | Genuine Parts Co | $0 | – | -2,125 | -100.0% | -0.19% | – |
| KO | Exit | Coca-Cola Company | $0 | – | -4,150 | -100.0% | -0.19% | – |
| UNP | Exit | Union Pacific Corp | $0 | – | -1,350 | -100.0% | -0.20% | – |
| BHP | Exit | BHP Billiton Ltd ADRadr | $0 | – | -4,900 | -100.0% | -0.22% | – |
| USB | Exit | U S Bancorp | $0 | – | -5,050 | -100.0% | -0.25% | – |
| EAT | Exit | Brinker International Inc | $0 | – | -7,525 | -100.0% | -0.26% | – |
| EFA | Exit | iShares MSCI EAFE Indexetf | $0 | – | -4,750 | -100.0% | -0.27% | – |
| WFC | Exit | Wells Fargo Bank NA | $0 | – | -7,450 | -100.0% | -0.33% | – |
| BA | Exit | Boeing Co | $0 | – | -1,385 | -100.0% | -0.37% | – |
| Exit | Bank of New York Mellon | $0 | – | -25,650 | -100.0% | -1.06% | – | |
| WTR | Exit | Aqua America Inc | $0 | – | -31,048 | -100.0% | -1.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-06
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.