$135 Million is the total value of Godshalk Welsh Capital Management, Inc.'s 117 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NSRGY | New | Nestle SA ADR | $1,406,000 | – | 13,065 | +100.0% | 1.04% | – |
| GLW | New | Corning Inc | $334,000 | – | 11,525 | +100.0% | 0.25% | – |
| UBER | New | Uber Technologies Inc | $251,000 | – | 9,485 | +100.0% | 0.18% | – |
| SCHD | New | Schwab US Dividend Equityetf | $229,000 | – | 3,447 | +100.0% | 0.17% | – |
| GPC | New | Genuine Parts Co | $224,000 | – | 1,500 | +100.0% | 0.16% | – |
| CTVA | New | Corteva Inc | $219,000 | – | 3,825 | +100.0% | 0.16% | – |
| MTB | New | M & T Bank Corporation | $207,000 | – | 1,175 | +100.0% | 0.15% | – |
| HON | New | Honeywell International Inc | $200,000 | – | 1,199 | +100.0% | 0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
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.