GODSHALK WELSH CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WRB | 45K | $3.17M |
 | BAC | 44K | $2.44M |
 | GMED | 40K | $3.49M |
 | CSCO | 37K | $2.87M |
 | AAPL | 33K | $8.88M |
 | ORCL | 30K | $5.79M |
 | CSX | 26K | $938.51K |
 | SYY | 23K | $1.67M |
 | MSFT | 20K | $9.71M |
 | WTRG | 19K | $717.75K |
 | GOOGL | 18K | $5.64M |
 | PAYX | 17K | $1.95M |
 | PG | 14K | $2.06M |
 | GLW | 14K | $1.19M |
 | SBUX | 14K | $1.14M |
 | WMT | 13K | $1.49M |
 | UBER | 13K | $1.07M |
 | TJX | 12K | $1.88M |
 | MRK | 12K | $1.28M |
 | JNJ | 12K | $2.49M |
W. R. Berkley Corporation
WRB
Shares Held
45K
Value
$3.17M
Bank of America Corporation
BAC
Shares Held
44K
Value
$2.44M
Globus Medical, Inc.
GMED
Shares Held
40K
Value
$3.49M
Cisco Systems, Inc.
CSCO
Shares Held
37K
Value
$2.87M
Apple Inc.
AAPL
Shares Held
33K
Value
$8.88M
Oracle Corporation
ORCL
Shares Held
30K
Value
$5.79M
CSX Corporation
CSX
Shares Held
26K
Value
$938.51K
Sysco Corporation
SYY
Shares Held
23K
Value
$1.67M
Microsoft Corporation
MSFT
Shares Held
20K
Value
$9.71M
Essential Utilities, Inc.
WTRG
Shares Held
19K
Value
$717.75K
Alphabet Inc.
GOOGL
Shares Held
18K
Value
$5.64M
Paychex, Inc.
PAYX
Shares Held
17K
Value
$1.95M
The Procter & Gamble Company
PG
Shares Held
14K
Value
$2.06M
Corning Incorporated
GLW
Shares Held
14K
Value
$1.19M
Starbucks Corporation
SBUX
Shares Held
14K
Value
$1.14M
Walmart Inc.
WMT
Shares Held
13K
Value
$1.49M
Uber Technologies, Inc.
UBER
Shares Held
13K
Value
$1.07M
The TJX Companies, Inc.
TJX
Shares Held
12K
Value
$1.88M
Merck & Co., Inc.
MRK
Shares Held
12K
Value
$1.28M
Johnson & Johnson
JNJ
Shares Held
12K
Value
$2.49M