Godshalk Welsh Capital Management, Inc.
SEC Form 13F institutional filer · CIK 0001631775
13F-HR · 91 reported holdings · 2026-03-31
Reported long-US-equity value
$0.13B
Top-10 concentration
38.2%
Godshalk Welsh Capital Management, Inc. — $133M AUM allocation strategy
Godshalk Welsh Capital Management, Inc. files SEC Form 13F and reports $133M of long US equity value across 91 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 19.6%, followed by Financials 13.9% and Communication Services 6.4%.
The top 10 holdings account for 38% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Godshalk Welsh Capital Management, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$133M
total across 91 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
38% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +5.78K sh · +$247K+$TROW +2.35K sh · −$38.7K+$BDX +550 sh · −$141K
Biggest trims (shares)
−$IVZ −14.5K sh · −$79.5K−$MDLZ −1.65K sh · −$50.4K−$AMT −985 sh · −$187K
Exited to nil (held last quarter, gone now)
$ADBE ($311K last qtr)$LLY ($242K last qtr)$DHR ($229K last qtr)$ELV ($219K last qtr)$EMR ($186K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services6.4%—
- Technology Hardware, Storage & Peripherals6.2%—
- Application Software5.7%—
- Systems Software5.5%—
- Consumer Staples Merchandise Retail4.2%—
- Diversified Banks3.8%—
- Multi-Sector Holdings3.3%—
- Consumer Finance2.4%—
- Other holdings62.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 32.3K | $8.2M | -365 | 6.2% |
| $MSFT | Microsoft Corporation | 19.8K | $7.33M | -260 | 5.5% |
| $COST | Costco Wholesale Corporation | 5.65K | $5.63M | -27 | 4.2% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 17.9K | $5.14M | -141 | 3.9% |
| $ORCL | Oracle Corporation | 29.5K | $4.33M | -250 | 3.3% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 9.03K | $4.33M | -525 | 3.3% |
| $GOOGL | Alphabet Inc | 11.3K | $3.25M | +0 | 2.5% |
| $AXP | American Express Company | 10.7K | $3.24M | -85 | 2.4% |
…and 83 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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