Titelia

Holdings of Godshalk Welsh Capital Management, Inc.

119 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 29.5 % of the equity sleeve

Sector breakdown

  • Technology 18.5 %
  • Financials 9.7 %
  • Consumer staples 8.5 %
  • Industrials 7.6 %
  • Consumer discretionary 6.3 %
  • Health care 6.0 %
  • Communication 5.3 %
  • Energy 2.8 %
  • Funds 1.9 %
  • Utilities 1.3 %
  • Materials 1.1 %
  • Real estate 0.6 %
  • Unattributed 30.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 98.7 %
  • TW 0.8 %
  • FI 0.3 %
  • AU 0.2 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US116161.9M $98.71 %
TW11.4M $0.84 %
FI1435.8K $0.27 %
AU1294.6K $0.18 %

Positions

CompanySharesValueWeight
Apple Inc 32,3028.2M $
Microsoft Corp 19,8157.3M $
Costco Wholesale Corp 5,6495.6M $
Alphabet Inc 17,8745.1M $
Oracle Corp 29,4604.3M $
Berkshire Hathaway Inc 9,0334.3M $
iShares iBonds Dec 2028 Term C 138,8503.5M $
Globus Medical Inc 40,0003.4M $
Alphabet Inc 11,3403.3M $
American Express Co 10,7103.2M $
Intuit Inc 7,3853.2M $
iShares Russell 2000 ETF 12,7223.2M $
iShares iBonds Dec 2029 Term C 132,7503.1M $
iShares iBonds Dec 2027 Term C 125,3353M $
W R Berkley Corp 45,1583M $
Johnson & Johnson 11,7992.9M $
Invesco S&P 500 Equal Weight ETF 15,0192.9M $
Cisco Systems, Inc. 37,0702.9M $
JPMorgan Chase & Co 9,4952.8M $
iShares Core MSCI EAFE ETF 27,9902.5M $
Fidelity Covington Trust 39,9192.2M $
iShares iBonds Dec 2026 Term C 90,0252.2M $
Chevron Corp 10,4752.2M $
Bank of America Corp 44,0702.1M $
iShares iBonds Dec 2030 Term C 95,1002.1M $
Procter & Gamble Co/The 14,3452.1M $
TJX Cos Inc/The 12,4652M $
Waste Management Inc 8,4551.9M $
Home Depot Inc/The 5,6191.8M $
Corning Inc 13,4251.8M $
Valero Energy Corp 7,2501.8M $
Lowe's Cos Inc 7,4801.8M $
T. Rowe Price Capital Appreciation Equity ETF 48,8751.7M $
Walmart Inc 13,6251.7M $
Automatic Data Processing Inc 7,9751.6M $
Sysco Corp 22,6501.6M $
RTX Corp 8,0711.6M $
Paychex Inc 16,6551.5M $
VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 6,6341.4M $
Merck & Co Inc 11,7851.4M $
iShares Short-Term National Muni Bond ETF 13,0501.4M $
Taiwan Semiconductor Manufacturing Co Ltd 4,0901.4M $
PepsiCo Inc 8,4001.3M $
iShares iBonds Dec 2031 Term C 62,0501.3M $
Phillips 66 7,1001.3M $
Ecolab Inc 4,8601.3M $
McDonald's Corp. 4,1101.3M $
iShares National Muni Bond ETF 11,5501.2M $
State Street SPDR S&P 500 ETF Trust 1,8751.2M $
Starbucks Corp 13,6101.2M $
L3Harris Technologies Inc 3,4351.2M $
Blackstone Inc 10,0051.2M $
ConocoPhillips 8,6801.1M $
Visa Inc 3,7451.1M $
AbbVie Inc 5,1811.1M $
CSX Corp 25,8901.1M $
Becton Dickinson & Co 6,7151.1M $
IDACORP Inc 7,3361M $
Zoetis Inc 7,835926.2K $
Yum! Brands Inc 5,935922.8K $
Uber Technologies Inc 12,800920.7K $
iShares Russell Top 200 Growth 3,609898.1K $
NextEra Energy Inc 9,160850.8K $
RPM International Inc 8,355830.5K $
American Tower Corp 4,690809.4K $
Vanguard Real Estate ETF 8,085717.1K $
Honeywell International Inc 3,060691.7K $
Lockheed Martin Corp 1,100664.8K $
iShares Core S&P U.S. Growth ETF 4,255660K $
Invesco QQQ Trust Series 1 1,135655.1K $
Quest Diagnostics Inc 3,275641.8K $
iShares Core 60/40 Balanced Al 9,591617.2K $
Solstice Advanced Materials Inc 8,088616K $
State Street SPDR Portfolio High Yield Bond ETF 26,250612.2K $
Colgate-Palmolive Co 7,010597.5K $
Mondelez International Inc 10,075580.7K $
3M Co 3,760546.1K $
UnitedHealth Group Inc 1,945526.3K $
iShares MSCI Emerging Markets Min Vol Factor ETF 7,800504.9K $
Waters Corp 1,665495.8K $
Mastercard Inc 960479.7K $
Essential Utilities Inc 11,436460.5K $
Consolidated Edison Inc 4,025455.6K $
Amgen Inc 1,285452.1K $
Cava Group Inc 5,525447K $
Exxon Mobil Corp 2,575436.9K $
Nokia Oyj 1,275435.8K $
Laboratory Corp. of America Holdings 1,570418.9K $
eBay Inc 4,300391.4K $
iShares MSCI EAFE ETF 4,000388.5K $
MetLife Inc 5,400381.9K $
American Water Works Co Inc 2,725370.8K $
Target Corp 3,000363.6K $
Republic Services Inc 1,625355.9K $
VANGUARD WORLD FUND 955342.9K $
Vanguard Total Stock Market ETF 1,006322.8K $
Abbott Laboratories 3,125320.8K $
Union Pacific Corp 1,300315.4K $
Vanguard Information Technology ETF 430300K $
Coca-Cola Co/The 3,900296.6K $