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Home > Institutional Investor > Godshalk Welsh Capital Management, Inc. > Profile

Instuitional Investor - Godshalk Welsh Capital Management, Inc.

Fund Profile
Filing Period:
Fund Name: Godshalk Welsh Capital Management, Inc.
Portfolio Value $139,200,989
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 24,384 $9,169,359 6.58%
2.
Apple Inc.
 AAPL 40,389 $7,776,094 5.58%
3.
Intuit Inc.
 INTU 8,125 $5,078,369 3.64%
4.
Costco Wholesale Corp W
 COST 6,794 $4,484,597 3.22%
5.
Globus Medical Inc
 GMED 71,035 $3,785,455 2.71%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)