Fund HoldingsGodshalk Welsh Capital Management, Inc.

Total Portfolio Value
$172.47M
Total Bought
$7.34M
Total Sold
$17.62M
Net Transaction
-$10.28M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
iShares iBonds Dec 2030 Term C95,550157,150+61,6001,9303,3801.96%+1,451
iShares iBonds Dec 2029 Term C99,900132,750+32,8502,3383,0881.79%+750
Costco Wholesale Corp(COST)05,649+5,64905,6293.26%+5,629
Corning Inc(GLW)13,57513,425-1501,1891,8251.06%+637
Valero Energy Corp(VLO)07,250+7,25001,7911.04%+1,791
Chevron Corp(CVX)10,50010,475-251,6002,1671.26%+567
Waters Corp(WAT)01,665+1,66504960.29%+496
Johnson & Johnson(JNJ)12,04111,799-2422,4922,8841.67%+392
iShares iBonds Dec 2028 Term C
IBDS DEC28 ETF
123,000138,850+15,8503,1313,5172.04%+386
Phillips 66(PSX)7,1257,100-259191,2930.75%+374
iShares iBonds Dec 2029 Term M31,30046,000+14,7007961,1660.68%+370
ConocoPhillips(COP)8,6808,68008131,1460.66%+333
iShares iBonds Dec 2027 Term C
IBONDS 27 ETF
111,625125,335+13,7102,7103,0381.76%+328
iShares iBonds Dec 2028 Term M
IBONDS DEC 28
35,30047,000+11,7009031,2000.70%+297
Solstice Advanced Materials In(SOLS)7,3378,088+7513566160.36%+260
iShares Core Moderate Allocati21,79927,224+5,4251,0401,2900.75%+249
Corteva Inc(CTVA)02,852+2,85202390.14%+239
Verizon Communications(VZ)04,433+4,43302230.13%+223
Qnity Electronics Inc(Q)01,924+1,92402220.13%+222
American Electric Power Co01,600+1,60002100.12%+210
Walmart Inc(WMT)13,38013,625+2451,4911,6930.98%+203
iShares iBonds Dec 2031 Term M
IBONDS DEC 2031
10,00017,000+7,0002604360.25%+177
L3Harris Technologies Inc(LHX)3,4403,435-51,0101,1860.69%+176
iShares iBonds Dec 2027 Term M
IBONDS DEC 27
36,30042,500+6,2009221,0810.63%+160
Taiwan Semiconductor Mfg ADR(TSM)4,0604,090+301,2341,3820.80%+148
iShares iBonds Dec 2026 Term C
IBONDS DEC2026
84,37590,025+5,6502,0442,1821.27%+138
Merck & Co(MRK)12,20511,785-4201,2851,4180.82%+133
Lockheed Martin Corp(LMT)1,1001,10005326650.39%+133
iShares iBonds Dec 2026 Term M
IBONDS DEC 26
32,50037,500+5,0008339610.56%+128
Exxon Mobil Corp2,5752,57503104370.25%+127
CSX Corp(CSX)25,89025,89009391,0630.62%+124
Cava Group Inc(CAVA)5,5255,52503244470.26%+123
IdaCorp Incorporated(IDA)7,3367,33609281,0490.61%+120
Honeywell International Inc(HON)2,9603,060+1005776920.40%+114
TJX Companies Inc(TJX)12,25012,465+2151,8821,9911.15%+109
Applied Materials Inc(NOK)1,2751,27503284360.25%+108
Fidelity High Dividend37,10939,919+2,8102,1042,2051.28%+101
Pepsico Inc(PEP)8,4258,400-251,2091,3040.76%+95
iShares iBonds Dec 2030 Term M
IBONDS DEC 2030
28,10032,000+3,9007328270.48%+94
Invesco S&P 500 Eq Wt
S&P500 EQL WGT
14,58815,019+4312,7942,8821.67%+88
Starbucks Corp(SBUX)13,50013,610+1101,1371,2190.71%+82
NextEra Energy Inc(NEE)9,6609,160-5007768510.49%+75
Quest Diagnostics Inc(DGX)03,275+3,27506420.37%+642
Target Corporation(TGT)03,000+3,00003640.21%+364
BHP Billiton Ltd ADR4,0504,05002442950.17%+50
iShares Core MSCI EAFE
CORE MSCI EAFE
27,76527,990+2252,4842,5341.47%+50
RTX Corp(RTX)8,2218,071-1501,5081,5570.90%+49
Consolidated Edison Inc(ED)4,1254,025-1004104560.26%+46
Analog Devices Inc(ADI)80080002172550.15%+38
Colgate-Palmolive Co(CL)7,1607,010-1505665970.35%+32
Amgen Inc(AMGN)1,2851,28504214520.26%+32
Capital One Financial (DH)(COF)8851,340+4552142440.14%+30
Hershey Company(HSY)1,1001,10002002290.13%+29
Labcorp Hldgs Inc.01,570+1,57004190.24%+419
Coca-Cola Company(KO)3,9003,90002732970.17%+24
Southern Company(SO)2,5002,50002182410.14%+23
Waste Management Inc(WM)8,7408,455-2851,9201,9431.13%+23
YUM! Brands Inc(YUM)05,935+5,93509230.54%+923
McDonalds Corp(MCD)4,1104,11001,2561,2770.74%+21
Markel Corp(MKL)123148+252642830.16%+19
iShares Russell 2000 Index12,74712,722-253,1383,1551.83%+17
eBay Inc(EBAY)4,3004,30003753910.23%+17
Procter & Gamble(PG)014,345+14,34502,0721.20%+2,072
Union Pacific Corp(UNP)1,3001,30003013150.18%+15
Hilton Worldwide Hldgs(HLT)77577502232360.14%+13
Republic Services Inc(RSG)1,6251,62503443560.21%+12
Chubb Limited
COM
74074002312410.14%+10
Vanguard Short Term Bond Index3,2613,368+1072572640.15%+7
Clorox Company(CLX)02,175+2,17502250.13%+225
Vgd Int Term Bond Index Fund3,4833,587+1042712770.16%+6
iShares MSCI EmergMkt Min Vol7,8007,80005005050.29%+5
Schwab US Small Cap8,8008,80002512560.15%+5
iShares MSCI EAFE Index4,0004,00003843890.23%+4
iShares Core Growth Allocation9,4649,591+1276156170.36%+2
Vanguard REIT8,0858,08507157170.42%+2
Simon Property Group(SPG)1,1251,12502082100.12%+2
Cisco Systems Inc(CSCO)37,32037,070-2502,8752,8761.67%+2
SPDR Portfolio High Yield Bond
ST PORT HIGH ETF
26,25026,25006216120.35%-9
Ecolab Inc(ECL)04,860+4,86001,2930.75%+1,293
American Water Works Inc02,725+2,72503710.22%+371
Vanguard Total Stock Mkt1,0061,00603373230.19%-15
Masco Corp(MAS)4,9004,90003112960.17%-15
Airbnb Inc2,2552,25503062850.17%-21
Cigna Corp2,6552,65507317080.41%-23
Vanguard Info Technology
INF TECH ETF
43043003243000.17%-24
Vanguard Div Appreciation6,6146,634+201,4541,4270.83%-27
Vgd Consumer Discretionary
CONSUM DIS ETF
95595503763430.20%-33
T Rowe Price Capital Apprec Eq
CAP APPRECIATION
46,52548,875+2,3501,7781,7391.01%-39
Waste Connections Inc(WCN)03,170+3,17005150.30%+515
Globus Medical Inc A(GMED)40,00040,00003,4923,4462.00%-46
Mondelez Intl Inc Cl A(MDLZ)010,075+10,07505810.34%+581
Lowes Companies Inc(LOW)07,480+7,48001,7671.02%+1,767
MetLife Inc(MET)5,5005,400-1004343820.22%-52
IBM Corp(IBM)1,0001,00002962420.14%-54
iShares Core S&P US Growth4,2554,25507156600.38%-55
3M Co(MMM)3,7603,76006025460.32%-56
Sysco Corporation(SYY)022,650+22,65001,6160.94%+1,616
SPDR S&P 500(SPY)1,8751,87501,2791,2190.71%-59
RPM International(RPM)08,355+8,35508300.48%+830
Mastercard Inc(MA)96096005484800.28%-68
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