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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 $154,931,933
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 37,061 $9,280,816 5.99%
2.
Microsoft Corp
 MSFT 21,647 $9,124,211 5.88%
3.
Costco Wholesale Corp W
 COST 6,324 $5,794,510 3.74%
4.
Oracle Corp
 ORCL 30,695 $5,115,015 3.3%
5.
Intuit Inc.
 INTU 7,807 $4,906,700 3.16%
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)