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.

RankCountryLinesValueShare
1US116161.9M $98.71 %
2TW11.4M $0.84 %
3FI1435.8K $0.27 %
4AU1294.6K $0.18 %

Positions

RankCompanySharesValueWeight
1Apple Inc 32,3028.2M $
2Microsoft Corp 19,8157.3M $
3Costco Wholesale Corp 5,6495.6M $
4Alphabet Inc 17,8745.1M $
5Oracle Corp 29,4604.3M $
6Berkshire Hathaway Inc 9,0334.3M $
7iShares iBonds Dec 2028 Term C 138,8503.5M $
8Globus Medical Inc 40,0003.4M $
9Alphabet Inc 11,3403.3M $
10American Express Co 10,7103.2M $
11Intuit Inc 7,3853.2M $
12iShares Russell 2000 ETF 12,7223.2M $
13iShares iBonds Dec 2029 Term C 132,7503.1M $
14iShares iBonds Dec 2027 Term C 125,3353M $
15W R Berkley Corp 45,1583M $
16Johnson & Johnson 11,7992.9M $
17Invesco S&P 500 Equal Weight ETF 15,0192.9M $
18Cisco Systems, Inc. 37,0702.9M $
19JPMorgan Chase & Co 9,4952.8M $
20iShares Core MSCI EAFE ETF 27,9902.5M $
21Fidelity Covington Trust 39,9192.2M $
22iShares iBonds Dec 2026 Term C 90,0252.2M $
23Chevron Corp 10,4752.2M $
24Bank of America Corp 44,0702.1M $
25iShares iBonds Dec 2030 Term C 95,1002.1M $
26Procter & Gamble Co/The 14,3452.1M $
27TJX Cos Inc/The 12,4652M $
28Waste Management Inc 8,4551.9M $
29Home Depot Inc/The 5,6191.8M $
30Corning Inc 13,4251.8M $
31Valero Energy Corp 7,2501.8M $
32Lowe's Cos Inc 7,4801.8M $
33T. Rowe Price Capital Appreciation Equity ETF 48,8751.7M $
34Walmart Inc 13,6251.7M $
35Automatic Data Processing Inc 7,9751.6M $
36Sysco Corp 22,6501.6M $
37RTX Corp 8,0711.6M $
38Paychex Inc 16,6551.5M $
39VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 6,6341.4M $
40Merck & Co Inc 11,7851.4M $
41iShares Short-Term National Muni Bond ETF 13,0501.4M $
42Taiwan Semiconductor Manufacturing Co Ltd 4,0901.4M $
43PepsiCo Inc 8,4001.3M $
44iShares iBonds Dec 2031 Term C 62,0501.3M $
45Phillips 66 7,1001.3M $
46Ecolab Inc 4,8601.3M $
47McDonald's Corp. 4,1101.3M $
48iShares National Muni Bond ETF 11,5501.2M $
49State Street SPDR S&P 500 ETF Trust 1,8751.2M $
50Starbucks Corp 13,6101.2M $
51L3Harris Technologies Inc 3,4351.2M $
52Blackstone Inc 10,0051.2M $
53ConocoPhillips 8,6801.1M $
54Visa Inc 3,7451.1M $
55AbbVie Inc 5,1811.1M $
56CSX Corp 25,8901.1M $
57Becton Dickinson & Co 6,7151.1M $
58IDACORP Inc 7,3361M $
59Zoetis Inc 7,835926.2K $
60Yum! Brands Inc 5,935922.8K $
61Uber Technologies Inc 12,800920.7K $
62iShares Russell Top 200 Growth 3,609898.1K $
63NextEra Energy Inc 9,160850.8K $
64RPM International Inc 8,355830.5K $
65American Tower Corp 4,690809.4K $
66Vanguard Real Estate ETF 8,085717.1K $
67Honeywell International Inc 3,060691.7K $
68Lockheed Martin Corp 1,100664.8K $
69iShares Core S&P U.S. Growth ETF 4,255660K $
70Invesco QQQ Trust Series 1 1,135655.1K $
71Quest Diagnostics Inc 3,275641.8K $
72iShares Core 60/40 Balanced Al 9,591617.2K $
73Solstice Advanced Materials Inc 8,088616K $
74State Street SPDR Portfolio High Yield Bond ETF 26,250612.2K $
75Colgate-Palmolive Co 7,010597.5K $
76Mondelez International Inc 10,075580.7K $
773M Co 3,760546.1K $
78UnitedHealth Group Inc 1,945526.3K $
79iShares MSCI Emerging Markets Min Vol Factor ETF 7,800504.9K $
80Waters Corp 1,665495.8K $
81Mastercard Inc 960479.7K $
82Essential Utilities Inc 11,436460.5K $
83Consolidated Edison Inc 4,025455.6K $
84Amgen Inc 1,285452.1K $
85Cava Group Inc 5,525447K $
86Exxon Mobil Corp 2,575436.9K $
87Nokia Oyj 1,275435.8K $
88Laboratory Corp. of America Holdings 1,570418.9K $
89eBay Inc 4,300391.4K $
90iShares MSCI EAFE ETF 4,000388.5K $
91MetLife Inc 5,400381.9K $
92American Water Works Co Inc 2,725370.8K $
93Target Corp 3,000363.6K $
94Republic Services Inc 1,625355.9K $
95VANGUARD WORLD FUND 955342.9K $
96Vanguard Total Stock Market ETF 1,006322.8K $
97Abbott Laboratories 3,125320.8K $
98Union Pacific Corp 1,300315.4K $
99Vanguard Information Technology ETF 430300K $
100Coca-Cola Co/The 3,900296.6K $