
GODSHALK WELSH CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | GMED | 50K | $2.86M |
![]() | WRB | 46K | $3.52M |
![]() | BAC | 45K | $2.33M |
![]() | CSCO | 37K | $2.56M |
![]() | AAPL | 33K | $8.49M |
![]() | ORCL | 30K | $8.36M |
![]() | CSX | 26K | $919.35K |
![]() | WTRG | 23K | $916.14K |
![]() | SYY | 23K | $1.87M |
![]() | WOW | 22K | $110.94K |
![]() | MSFT | 20K | $10.53M |
![]() | GOOGL | 18K | $4.46M |
![]() | PAYX | 17K | $2.20M |
![]() | PG | 14K | $2.20M |
![]() | GLW | 14K | $1.12M |
![]() | SBUX | 14K | $1.14M |
![]() | WMT | 13K | $1.37M |
![]() | MDLZ | 13K | $819.92K |
![]() | TJX | 12K | $1.81M |
![]() | MRK | 12K | $1.04M |

Globus Medical, Inc.
GMED
Shares Held
50K
Value
$2.86M

W. R. Berkley Corporation
WRB
Shares Held
46K
Value
$3.52M

Bank of America Corporation
BAC
Shares Held
45K
Value
$2.33M

Cisco Systems, Inc.
CSCO
Shares Held
37K
Value
$2.56M

Apple Inc.
AAPL
Shares Held
33K
Value
$8.49M

Oracle Corporation
ORCL
Shares Held
30K
Value
$8.36M

CSX Corporation
CSX
Shares Held
26K
Value
$919.35K

Essential Utilities, Inc.
WTRG
Shares Held
23K
Value
$916.14K

Sysco Corporation
SYY
Shares Held
23K
Value
$1.87M

WideOpenWest, Inc.
WOW
Shares Held
22K
Value
$110.94K

Microsoft Corporation
MSFT
Shares Held
20K
Value
$10.53M

Alphabet Inc.
GOOGL
Shares Held
18K
Value
$4.46M

Paychex, Inc.
PAYX
Shares Held
17K
Value
$2.20M

The Procter & Gamble Company
PG
Shares Held
14K
Value
$2.20M

Corning Incorporated
GLW
Shares Held
14K
Value
$1.12M

Starbucks Corporation
SBUX
Shares Held
14K
Value
$1.14M

Walmart Inc.
WMT
Shares Held
13K
Value
$1.37M

Mondelez International, Inc.
MDLZ
Shares Held
13K
Value
$819.92K

The TJX Companies, Inc.
TJX
Shares Held
12K
Value
$1.81M

Merck & Co., Inc.
MRK
Shares Held
12K
Value
$1.04M
