GODSHALK WELSH CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WRB | 45K | $2.99M |
 | BAC | 44K | $2.15M |
 | GMED | 40K | $3.45M |
 | CSCO | 37K | $2.88M |
 | AAPL | 32K | $8.20M |
 | ORCL | 29K | $4.33M |
 | CSX | 26K | $1.06M |
 | SYY | 23K | $1.62M |
 | MSFT | 20K | $7.33M |
 | GOOGL | 18K | $5.14M |
 | PAYX | 17K | $1.53M |
 | PG | 14K | $2.07M |
 | WMT | 14K | $1.69M |
 | SBUX | 14K | $1.22M |
 | GLW | 13K | $1.83M |
 | UBER | 13K | $920.70K |
 | TJX | 12K | $1.99M |
 | JNJ | 12K | $2.88M |
 | MRK | 12K | $1.42M |
 | WTRG | 11K | $460.53K |
W. R. Berkley Corporation
WRB
Shares Held
45K
Value
$2.99M
Bank of America Corporation
BAC
Shares Held
44K
Value
$2.15M
Globus Medical, Inc.
GMED
Shares Held
40K
Value
$3.45M
Cisco Systems, Inc.
CSCO
Shares Held
37K
Value
$2.88M
Apple Inc.
AAPL
Shares Held
32K
Value
$8.20M
Oracle Corporation
ORCL
Shares Held
29K
Value
$4.33M
CSX Corporation
CSX
Shares Held
26K
Value
$1.06M
Sysco Corporation
SYY
Shares Held
23K
Value
$1.62M
Microsoft Corporation
MSFT
Shares Held
20K
Value
$7.33M
Alphabet Inc.
GOOGL
Shares Held
18K
Value
$5.14M
Paychex, Inc.
PAYX
Shares Held
17K
Value
$1.53M
The Procter & Gamble Company
PG
Shares Held
14K
Value
$2.07M
Walmart Inc.
WMT
Shares Held
14K
Value
$1.69M
Starbucks Corporation
SBUX
Shares Held
14K
Value
$1.22M
Corning Inc
GLW
Shares Held
13K
Value
$1.83M
Uber Technologies, Inc.
UBER
Shares Held
13K
Value
$920.70K
The TJX Companies, Inc.
TJX
Shares Held
12K
Value
$1.99M
Johnson & Johnson
JNJ
Shares Held
12K
Value
$2.88M
Merck & Co., Inc.
MRK
Shares Held
12K
Value
$1.42M
Essential Utilities, Inc.
WTRG
Shares Held
11K
Value
$460.53K