Titelia

Holdings of Godshalk Welsh Capital Management, Inc.

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Net assets
-
Positions
119 in 4 countries
Top ten
29.5 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Masco Corp 4,900295.8K $
102BHP Group Ltd 4,050294.6K $
103Airbnb Inc 2,255284.8K $
104Markel Group Inc 148283.3K $
105Vanguard Bond Index Funds 3,587276.8K $
106Vanguard Short-term Bond Etf 3,368264.1K $
107Schwab U.S. Small-Cap ETF 8,800255.9K $
108Analog Devices Inc 800254.5K $
109Capital One Financial Corp 1,340244.5K $
110International Business Machines Corp. 1,000242.4K $
111Southern Co/The 2,500241.3K $
112Corteva Inc 2,852238.7K $
113Hilton Worldwide Holdings Inc 775235.7K $
114Hershey Co/The 1,100228.7K $
115Clorox Co/The 2,175225.4K $
116Verizon Communications Inc 4,433222.5K $
117Qnity Electronics Inc 1,924222K $
118Simon Property Group Inc 1,125209.8K $
119American Electric Power Co Inc 1,600209.7K $

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Sector breakdown

  • Technology 18.5 %
  • Financials 9.7 %
  • Consumer staples 8.5 %
  • Industrials 7.6 %
  • Consumer discretionary 6.3 %
  • Health care 6.0 %
  • Communication 5.3 %
  • Energy 2.8 %
  • Funds 1.9 %
  • Utilities 1.3 %
  • Materials 1.1 %
  • Real estate 0.6 %
  • Unattributed 30.4 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 98.7 %
  • Taiwan 0.8 %
  • Finland 0.3 %
  • Australia 0.2 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States116161.9M $98.71 %
2Taiwan11.4M $0.84 %
3Finland1435.8K $0.27 %
4Australia1294.6K $0.18 %
Cite this page

Titelia. "Holdings of Godshalk Welsh Capital Management, Inc.". https://titelia.com/en/funds/US13F1631775