Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GODSHALK WELSH CAPITAL MANAGEMENT INC | 08-14-2023 | 06-30-2023 | 116 | 145,219,765 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Microsoft Corporation | COM | 1 | $9,047,807 | 26,569 | 0.01 | 0.01 | -815 | -2.98 | 06-30-2023 |
| Apple Inc | COM | 2 | $8,488,903 | 43,764 | 0.01 | 0.01 | -780 | -1.75 | 06-30-2023 |
| Globus Medical Inc | COM | 3 | $4,288,964 | 72,035 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Intuit Inc | COM | 4 | $4,215,348 | 9,200 | 0.00 | 0.00 | -175 | -1.87 | 06-30-2023 |
