Portfolio (Quarterly)
Guide ↗
Godshalk Welsh Capital Management, Inc.
· CIK 0001631775| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | iShares iBonds Dec 2025 Term C | — | 33,350 | $840K | 0.48% | SOLD |
| 2 | DD | DuPont de Nemours Inc | Basic Materials | 4,249 | $331K | 0.19% | SOLD |
| 3 | — | iShares iBonds Dec 2025 Term M | — | 10,000 | $268K | 0.15% | SOLD |
| 4 | CTVA | Corteva Inc | Basic Materials | 3,252 | $220K | 0.13% | SOLD |
| 5 | VLTO | Veralto Corp | Industrials | 1,950 | $208K | 0.12% | SOLD |
| 6 | CMCSA | Comcast Corp Class A | Communication Services | 6,434 | $202K | 0.12% | SOLD |
| 7 | — | WideOpenWest Inc | — | 21,500 | $111K | 0.06% | SOLD |
Sector Allocation
Technology
29.7%
Financial Services
15.5%
Consumer Defensive
10.9%
Industrials
10.5%
Consumer Cyclical
8.2%
Healthcare
8.0%
Communication Services
7.4%
Energy
3.9%
Utilities
2.8%
Basic Materials
2.3%