Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
GODSHALK WELSH CAPITAL MANAGEMENT INC | 08-14-2023 | 06-30-2023 | 116 | 145,219,765 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
Blackstone Group Inc | COM | 51 | $1,008,725 | 10,850 | 0.00 | 0.00 | 50 | 0.46 | 06-30-2023 |
AbbVie Inc | COM | 52 | $980,969 | 7,281 | 0.00 | 0.00 | -75 | -1.02 | 06-30-2023 |
Valero Energy Corp | COM | 53 | $964,793 | 8,225 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
YUM Brands Inc | COM | 54 | $913,737 | 6,595 | 0.00 | 0.00 | -25 | -0.38 | 06-30-2023 |