Sponsored

The Analysis of Godshalk Welsh Capital Management, Inc.'s Holdings & P&L

Currently, Godshalk Welsh Capital Management, Inc. holds 129 types of securities in its portfolio with a total value $172.5M. In the most recent quarter, they have increased their positions in IBDW (+43.0K shares, valued at $900.0K), IBDU (+32.9K shares, valued at $764.1K), IBDV (+33.5K shares, valued at $733.3K); decreased their positions in WTRG (-7.3K shares, valued at $293.0K), N/A (-525 shares, valued at $251.6K), AMT (-985 shares, valued at $170.0K); initiated new positions in WAT (+1.7K shares, valued at $495.8K), CTVA (+2.9K shares, valued at $238.7K), VZ (+4.4K shares, valued at $222.5K).

1M P&L

+2.5M+1.58%

3M P&L

-1.3M-0.82%

HY P&L

-388.2K-0.24%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A43.2M

28.4%

2Software - Infrastructure11.7M

7.7%

3Consumer Electronics8.2M

5.4%

Top Industries by Stock Count

1N/A34 stocks

28.6%

2Utilities - Regulated Electric5 stocks

4.2%

3Credit Services4 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL Apple Inc32.3K shares-1.12%2026-03-312026-05-13

MSFT Microsoft Corporation19.8K shares-1.30%2026-03-312026-05-13

COST Costco Wholesale Corp5.6K shares-0.48%2026-03-312026-05-13

Alphabet Inc Cl A Alphabet Inc Cl A17.9K shares-0.78%2026-03-312026-05-13

ORCL Oracle Corp29.5K shares-0.84%2026-03-312026-05-13

Berkshire Hathaway Inc Cl B Berkshire Hathaway Inc Cl B9.0K shares-5.49%2026-03-312026-05-13

IBDT iShares iBonds Dec 2028 Term C138.8K shares12.89%2026-03-312026-05-13

GMED Globus Medical Inc A40.0K shares0.00%2026-03-312026-05-13

Sponsored

Alphabet Inc Cl C Alphabet Inc Cl C11.3K shares0.00%2026-03-312026-05-13

AXP American Express10.7K shares-0.79%2026-03-312026-05-13

INTU Intuit Inc7.4K shares-0.54%2026-03-312026-05-13

IWM iShares Russell 2000 Index12.7K shares-0.20%2026-03-312026-05-13

IBDU iShares iBonds Dec 2029 Term C132.8K shares32.88%2026-03-312026-05-13

IBDS iShares iBonds Dec 2027 Term C125.3K shares12.28%2026-03-312026-05-13

WRB WR Berkley Corp45.2K shares-0.25%2026-03-312026-05-13

JNJ Johnson & Johnson11.8K shares-2.01%2026-03-312026-05-13

Sponsored

Invesco S&P 500 Eq Wt Invesco S&P 500 Eq Wt15.0K shares2.95%2026-03-312026-05-13

CSCO Cisco Systems Inc37.1K shares-0.67%2026-03-312026-05-13

JPM JP Morgan Chase & Co9.5K shares-0.89%2026-03-312026-05-13

IEFA iShares Core MSCI EAFE28.0K shares0.81%2026-03-312026-05-13

FDVV Fidelity High Dividend39.9K shares7.57%2026-03-312026-05-13

IBDR iShares iBonds Dec 2026 Term C90.0K shares6.70%2026-03-312026-05-13

CVX Chevron Corp10.5K shares-0.24%2026-03-312026-05-13

BAC Bank of America Corp44.1K shares-0.56%2026-03-312026-05-13

Sponsored

IBDV iShares iBonds Dec 2030 Term C95.1K shares54.38%2026-03-312026-05-13

PG Procter & Gamble14.3K shares0.00%2026-03-312026-05-13

TJX TJX Companies Inc12.5K shares1.76%2026-03-312026-05-13

WM Waste Management Inc8.5K shares-3.26%2026-03-312026-05-13

HD Home Depot Inc5.6K shares-0.71%2026-03-312026-05-13

GLW Corning Inc13.4K shares-1.10%2026-03-312026-05-13

VLO Valero Energy Corp7.3K shares-1.02%2026-03-312026-05-13

LOW Lowes Companies Inc7.5K shares-0.80%2026-03-312026-05-13

Sponsored

TCAF T Rowe Price Capital Apprec Eq48.9K shares5.05%2026-03-312026-05-13

WMT Walmart Inc13.6K shares1.83%2026-03-312026-05-13

ADP Automatic Data Processing8.0K shares0.00%2026-03-312026-05-13

SYY Sysco Corporation22.6K shares-0.18%2026-03-312026-05-13

RTX RTX Corp8.1K shares-1.82%2026-03-312026-05-13

PAYX Paychex Inc16.7K shares-4.17%2026-03-312026-05-13

VIG Vanguard Div Appreciation6.6K shares0.30%2026-03-312026-05-13

Merck & Co Merck & Co11.8K shares-3.44%2026-03-312026-05-13

Sponsored

SUB iShares Short Term Nat Muni Bd13.1K shares-6.45%2026-03-312026-05-13

TSM Taiwan Semiconductor Mfg ADR4.1K shares0.74%2026-03-312026-05-13

PEP Pepsico Inc8.4K shares-0.30%2026-03-312026-05-13

IBDW iShares iBonds Dec 2031 Term C62.0K shares225.72%2026-03-312026-05-13

PSX Phillips 667.1K shares-0.35%2026-03-312026-05-13

ECL Ecolab Inc4.9K shares-2.02%2026-03-312026-05-13

AOM iShares Core Moderate Allocati27.2K shares24.89%2026-03-312026-05-13

MCD McDonalds Corp4.1K shares0.00%2026-03-312026-05-13

Sponsored

MUB iShares National Muni11.6K shares-5.71%2026-03-312026-05-13

SPY SPDR S&P 5001.9K shares0.00%2026-03-312026-05-13

SBUX Starbucks Corp13.6K shares0.81%2026-03-312026-05-13

IBMQ iShares iBonds Dec 2028 Term M47.0K shares33.14%2026-03-312026-05-13

LHX L3Harris Technologies Inc3.4K shares-0.15%2026-03-312026-05-13

IBMR iShares iBonds Dec 2029 Term M46.0K shares46.96%2026-03-312026-05-13

Blackstone Group Inc Blackstone Group Inc10.0K shares-0.15%2026-03-312026-05-13

COP ConocoPhillips8.7K shares0.00%2026-03-312026-05-13

Sponsored

V Visa Inc3.7K shares-0.93%2026-03-312026-05-13

ABBV AbbVie Inc5.2K shares-1.89%2026-03-312026-05-13

IBMP iShares iBonds Dec 2027 Term M42.5K shares17.08%2026-03-312026-05-13

CSX CSX Corp25.9K shares0.00%2026-03-312026-05-13

BDX Becton Dickinson & Co6.7K shares8.92%2026-03-312026-05-13

IDA IdaCorp Incorporated7.3K shares0.00%2026-03-312026-05-13

IBMO iShares iBonds Dec 2026 Term M37.5K shares15.38%2026-03-312026-05-13

ZTS Zoetis Inc7.8K shares-1.45%2026-03-312026-05-13

Sponsored

YUM YUM! Brands Inc5.9K shares-0.34%2026-03-312026-05-13

UBER Uber Technologies Inc12.8K shares-1.80%2026-03-312026-05-13

IWY iShares Russell Top 200 Growth3.6K shares0.00%2026-03-312026-05-13

NEE NextEra Energy Inc9.2K shares-5.18%2026-03-312026-05-13

RPM RPM International8.4K shares-2.34%2026-03-312026-05-13

IBMS iShares iBonds Dec 2030 Term M32.0K shares13.88%2026-03-312026-05-13

AMT American Tower Corp4.7K shares-17.36%2026-03-312026-05-13

VNQ Vanguard REIT8.1K shares0.00%2026-03-312026-05-13

Sponsored

CI Cigna Corp2.7K shares0.00%2026-03-312026-05-13

HON Honeywell International Inc3.1K shares3.38%2026-03-312026-05-13

LMT Lockheed Martin Corp1.1K shares0.00%2026-03-312026-05-13

IUSG iShares Core S&P US Growth4.3K shares0.00%2026-03-312026-05-13

Invesco QQQ Trust Invesco QQQ Trust1.1K shares-4.22%2026-03-312026-05-13

DGX Quest Diagnostics Inc3.3K shares-0.76%2026-03-312026-05-13

AOR iShares Core Growth Allocation9.6K shares1.34%2026-03-312026-05-13

Solstice Advanced Materials In Solstice Advanced Materials In8.1K shares10.24%2026-03-312026-05-13

Sponsored

SPHY SPDR Portfolio High Yield Bond26.3K shares0.00%2026-03-312026-05-13

CL Colgate-Palmolive Co7.0K shares-2.09%2026-03-312026-05-13

MDLZ Mondelez Intl Inc Cl A10.1K shares-14.07%2026-03-312026-05-13

MMM 3M Co3.8K shares0.00%2026-03-312026-05-13

UNH UnitedHealth Group Inc1.9K shares0.00%2026-03-312026-05-13

WCN Waste Connections Inc3.2K shares0.00%2026-03-312026-05-13

EEMV iShares MSCI EmergMkt Min Vol7.8K shares0.00%2026-03-312026-05-13

WAT Waters Corp1.7K sharesnew addition2026-03-312026-05-13

Sponsored

MA Mastercard Inc960 shares0.00%2026-03-312026-05-13

WTRG Essential Utilities Inc11.4K shares-38.88%2026-03-312026-05-13

ED Consolidated Edison Inc4.0K shares-2.42%2026-03-312026-05-13

AMGN Amgen Inc1.3K shares0.00%2026-03-312026-05-13

CAVA Cava Group Inc5.5K shares0.00%2026-03-312026-05-13

XOM Exxon Mobil Corp2.6K shares0.00%2026-03-312026-05-13

IBMT iShares iBonds Dec 2031 Term M17.0K shares70.00%2026-03-312026-05-13

NOK Applied Materials Inc1.3K shares0.00%2026-03-312026-05-13

Sponsored

Labcorp Hldgs Inc. Labcorp Hldgs Inc.1.6K shares0.00%2026-03-312026-05-13

EBAY eBay Inc4.3K shares0.00%2026-03-312026-05-13

EFA iShares MSCI EAFE Index4.0K shares0.00%2026-03-312026-05-13

MET MetLife Inc5.4K shares-1.82%2026-03-312026-05-13

AWK American Water Works Inc2.7K shares-6.84%2026-03-312026-05-13

TGT Target Corporation3.0K shares-6.25%2026-03-312026-05-13

RSG Republic Services Inc1.6K shares0.00%2026-03-312026-05-13

VCR Vgd Consumer Discretionary955 shares0.00%2026-03-312026-05-13

Sponsored

VTI Vanguard Total Stock Mkt1.0K shares0.00%2026-03-312026-05-13

ABT Abbott Laboratories3.1K shares0.00%2026-03-312026-05-13

UNP Union Pacific Corp1.3K shares0.00%2026-03-312026-05-13

VGT Vanguard Info Technology430 shares0.00%2026-03-312026-05-13

KO Coca-Cola Company3.9K shares0.00%2026-03-312026-05-13

MAS Masco Corp4.9K shares0.00%2026-03-312026-05-13

BHP BHP Billiton Ltd ADR4.0K shares0.00%2026-03-312026-05-13

ABNB Airbnb Inc2.3K shares0.00%2026-03-312026-05-13

Sponsored

MKL Markel Corp148 shares20.33%2026-03-312026-05-13

BIV Vgd Int Term Bond Index Fund3.6K shares2.99%2026-03-312026-05-13

BSV Vanguard Short Term Bond Index3.4K shares3.28%2026-03-312026-05-13

SCHA Schwab US Small Cap8.8K shares0.00%2026-03-312026-05-13

ADI Analog Devices Inc800 shares0.00%2026-03-312026-05-13

COF Capital One Financial (DH)1.3K shares51.41%2026-03-312026-05-13

IBM IBM Corp1.0K shares0.00%2026-03-312026-05-13

SO Southern Company2.5K shares0.00%2026-03-312026-05-13

Sponsored

CB Chubb Limited740 shares0.00%2026-03-312026-05-13

CTVA Corteva Inc2.9K sharesnew addition2026-03-312026-05-13

HLT Hilton Worldwide Hldgs775 shares0.00%2026-03-312026-05-13

HSY Hershey Company1.1K shares0.00%2026-03-312026-05-13

CLX Clorox Company2.2K shares0.00%2026-03-312026-05-13

VZ Verizon Communications4.4K sharesnew addition2026-03-312026-05-13

Qnity Electronics Inc Qnity Electronics Inc1.9K sharesnew addition2026-03-312026-05-13

SPG Simon Property Group1.1K shares0.00%2026-03-312026-05-13

Sponsored

AEP American Electric Power Co1.6K sharesnew addition2026-03-312026-05-13

AAPL

Apple Inc

-1.12%

Shares32.3K

Event2026-03-31

Filed2026-05-13

MSFT

Microsoft Corporation

-1.30%

Shares19.8K

Event2026-03-31

Filed2026-05-13

COST

Costco Wholesale Corp

-0.48%

Shares5.6K

Event2026-03-31

Filed2026-05-13

Alphabet Inc Cl A

-0.78%

Shares17.9K

Event2026-03-31

Filed2026-05-13

ORCL

Oracle Corp

-0.84%

Shares29.5K

Event2026-03-31

Filed2026-05-13

Berkshire Hathaway Inc Cl B

-5.49%

Shares9.0K

Event2026-03-31

Filed2026-05-13

IBDT

iShares iBonds Dec 2028 Term C

12.89%

Shares138.8K

Event2026-03-31

Filed2026-05-13

GMED

Globus Medical Inc A

0.00%

Shares40.0K

Event2026-03-31

Filed2026-05-13

Alphabet Inc Cl C

0.00%

Shares11.3K

Event2026-03-31

Filed2026-05-13

AXP

American Express

-0.79%

Shares10.7K

Event2026-03-31

Filed2026-05-13

INTU

Intuit Inc

-0.54%

Shares7.4K

Event2026-03-31

Filed2026-05-13

IWM

iShares Russell 2000 Index

-0.20%

Shares12.7K

Event2026-03-31

Filed2026-05-13

IBDU

iShares iBonds Dec 2029 Term C

32.88%

Shares132.8K

Event2026-03-31

Filed2026-05-13

IBDS

iShares iBonds Dec 2027 Term C

12.28%

Shares125.3K

Event2026-03-31

Filed2026-05-13

WRB

WR Berkley Corp

-0.25%

Shares45.2K

Event2026-03-31

Filed2026-05-13

JNJ

Johnson & Johnson

-2.01%

Shares11.8K

Event2026-03-31

Filed2026-05-13

Invesco S&P 500 Eq Wt

2.95%

Shares15.0K

Event2026-03-31

Filed2026-05-13

CSCO

Cisco Systems Inc

-0.67%

Shares37.1K

Event2026-03-31

Filed2026-05-13

JPM

JP Morgan Chase & Co

-0.89%

Shares9.5K

Event2026-03-31

Filed2026-05-13

IEFA

iShares Core MSCI EAFE

0.81%

Shares28.0K

Event2026-03-31

Filed2026-05-13

FDVV

Fidelity High Dividend

7.57%

Shares39.9K

Event2026-03-31

Filed2026-05-13

IBDR

iShares iBonds Dec 2026 Term C

6.70%

Shares90.0K

Event2026-03-31

Filed2026-05-13

CVX

Chevron Corp

-0.24%

Shares10.5K

Event2026-03-31

Filed2026-05-13

BAC

Bank of America Corp

-0.56%

Shares44.1K

Event2026-03-31

Filed2026-05-13

IBDV

iShares iBonds Dec 2030 Term C

54.38%

Shares95.1K

Event2026-03-31

Filed2026-05-13

Procter & Gamble

0.00%

Shares14.3K

Event2026-03-31

Filed2026-05-13

TJX

TJX Companies Inc

1.76%

Shares12.5K

Event2026-03-31

Filed2026-05-13

Waste Management Inc

-3.26%

Shares8.5K

Event2026-03-31

Filed2026-05-13

Home Depot Inc

-0.71%

Shares5.6K

Event2026-03-31

Filed2026-05-13

GLW

Corning Inc

-1.10%

Shares13.4K

Event2026-03-31

Filed2026-05-13

VLO

Valero Energy Corp

-1.02%

Shares7.3K

Event2026-03-31

Filed2026-05-13

LOW

Lowes Companies Inc

-0.80%

Shares7.5K

Event2026-03-31

Filed2026-05-13

TCAF

T Rowe Price Capital Apprec Eq

5.05%

Shares48.9K

Event2026-03-31

Filed2026-05-13

WMT

Walmart Inc

1.83%

Shares13.6K

Event2026-03-31

Filed2026-05-13

ADP

Automatic Data Processing

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-13

SYY

Sysco Corporation

-0.18%

Shares22.6K

Event2026-03-31

Filed2026-05-13

RTX

RTX Corp

-1.82%

Shares8.1K

Event2026-03-31

Filed2026-05-13

PAYX

Paychex Inc

-4.17%

Shares16.7K

Event2026-03-31

Filed2026-05-13

VIG

Vanguard Div Appreciation

0.30%

Shares6.6K

Event2026-03-31

Filed2026-05-13

Merck & Co

-3.44%

Shares11.8K

Event2026-03-31

Filed2026-05-13

SUB

iShares Short Term Nat Muni Bd

-6.45%

Shares13.1K

Event2026-03-31

Filed2026-05-13

TSM

Taiwan Semiconductor Mfg ADR

0.74%

Shares4.1K

Event2026-03-31

Filed2026-05-13

PEP

Pepsico Inc

-0.30%

Shares8.4K

Event2026-03-31

Filed2026-05-13

IBDW

iShares iBonds Dec 2031 Term C

225.72%

Shares62.0K

Event2026-03-31

Filed2026-05-13

PSX

Phillips 66

-0.35%

Shares7.1K

Event2026-03-31

Filed2026-05-13

ECL

Ecolab Inc

-2.02%

Shares4.9K

Event2026-03-31

Filed2026-05-13

AOM

iShares Core Moderate Allocati

24.89%

Shares27.2K

Event2026-03-31

Filed2026-05-13

MCD

McDonalds Corp

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-13

MUB

iShares National Muni

-5.71%

Shares11.6K

Event2026-03-31

Filed2026-05-13

SPY

SPDR S&P 500

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-13

SBUX

Starbucks Corp

0.81%

Shares13.6K

Event2026-03-31

Filed2026-05-13

IBMQ

iShares iBonds Dec 2028 Term M

33.14%

Shares47.0K

Event2026-03-31

Filed2026-05-13

LHX

L3Harris Technologies Inc

-0.15%

Shares3.4K

Event2026-03-31

Filed2026-05-13

IBMR

iShares iBonds Dec 2029 Term M

46.96%

Shares46.0K

Event2026-03-31

Filed2026-05-13

Blackstone Group Inc

-0.15%

Shares10.0K

Event2026-03-31

Filed2026-05-13

COP

ConocoPhillips

0.00%

Shares8.7K

Event2026-03-31

Filed2026-05-13

Visa Inc

-0.93%

Shares3.7K

Event2026-03-31

Filed2026-05-13

ABBV

AbbVie Inc

-1.89%

Shares5.2K

Event2026-03-31

Filed2026-05-13

IBMP

iShares iBonds Dec 2027 Term M

17.08%

Shares42.5K

Event2026-03-31

Filed2026-05-13

CSX

CSX Corp

0.00%

Shares25.9K

Event2026-03-31

Filed2026-05-13

BDX

Becton Dickinson & Co

8.92%

Shares6.7K

Event2026-03-31

Filed2026-05-13

IDA

IdaCorp Incorporated

0.00%

Shares7.3K

Event2026-03-31

Filed2026-05-13

IBMO

iShares iBonds Dec 2026 Term M

15.38%

Shares37.5K

Event2026-03-31

Filed2026-05-13

ZTS

Zoetis Inc

-1.45%

Shares7.8K

Event2026-03-31

Filed2026-05-13

YUM

YUM! Brands Inc

-0.34%

Shares5.9K

Event2026-03-31

Filed2026-05-13

UBER

Uber Technologies Inc

-1.80%

Shares12.8K

Event2026-03-31

Filed2026-05-13

IWY

iShares Russell Top 200 Growth

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-13

NEE

NextEra Energy Inc

-5.18%

Shares9.2K

Event2026-03-31

Filed2026-05-13

RPM

RPM International

-2.34%

Shares8.4K

Event2026-03-31

Filed2026-05-13

IBMS

iShares iBonds Dec 2030 Term M

13.88%

Shares32.0K

Event2026-03-31

Filed2026-05-13

AMT

American Tower Corp

-17.36%

Shares4.7K

Event2026-03-31

Filed2026-05-13

VNQ

Vanguard REIT

0.00%

Shares8.1K

Event2026-03-31

Filed2026-05-13

Cigna Corp

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-13

HON

Honeywell International Inc

3.38%

Shares3.1K

Event2026-03-31

Filed2026-05-13

LMT

Lockheed Martin Corp

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-13

IUSG

iShares Core S&P US Growth

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-13

Invesco QQQ Trust

-4.22%

Shares1.1K

Event2026-03-31

Filed2026-05-13

DGX

Quest Diagnostics Inc

-0.76%

Shares3.3K

Event2026-03-31

Filed2026-05-13

AOR

iShares Core Growth Allocation

1.34%

Shares9.6K

Event2026-03-31

Filed2026-05-13

Solstice Advanced Materials In

10.24%

Shares8.1K

Event2026-03-31

Filed2026-05-13

SPHY

SPDR Portfolio High Yield Bond

0.00%

Shares26.3K

Event2026-03-31

Filed2026-05-13

Colgate-Palmolive Co

-2.09%

Shares7.0K

Event2026-03-31

Filed2026-05-13

MDLZ

Mondelez Intl Inc Cl A

-14.07%

Shares10.1K

Event2026-03-31

Filed2026-05-13

MMM

3M Co

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-13

UNH

UnitedHealth Group Inc

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-13

WCN

Waste Connections Inc

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-13

EEMV

iShares MSCI EmergMkt Min Vol

0.00%

Shares7.8K

Event2026-03-31

Filed2026-05-13

WAT

Waters Corp

New

Shares1.7K

Event2026-03-31

Filed2026-05-13

Mastercard Inc

0.00%

Shares960

Event2026-03-31

Filed2026-05-13

WTRG

Essential Utilities Inc

-38.88%

Shares11.4K

Event2026-03-31

Filed2026-05-13

Consolidated Edison Inc

-2.42%

Shares4.0K

Event2026-03-31

Filed2026-05-13

AMGN

Amgen Inc

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-13

CAVA

Cava Group Inc

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-13

XOM

Exxon Mobil Corp

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-13

IBMT

iShares iBonds Dec 2031 Term M

70.00%

Shares17.0K

Event2026-03-31

Filed2026-05-13

NOK

Applied Materials Inc

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-13

Labcorp Hldgs Inc.

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-13

EBAY

eBay Inc

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-13

EFA

iShares MSCI EAFE Index

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-13

MET

MetLife Inc

-1.82%

Shares5.4K

Event2026-03-31

Filed2026-05-13

AWK

American Water Works Inc

-6.84%

Shares2.7K

Event2026-03-31

Filed2026-05-13

TGT

Target Corporation

-6.25%

Shares3.0K

Event2026-03-31

Filed2026-05-13

RSG

Republic Services Inc

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-13

VCR

Vgd Consumer Discretionary

0.00%

Shares955

Event2026-03-31

Filed2026-05-13

VTI

Vanguard Total Stock Mkt

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-13

ABT

Abbott Laboratories

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-13

UNP

Union Pacific Corp

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-13

VGT

Vanguard Info Technology

0.00%

Shares430

Event2026-03-31

Filed2026-05-13

Coca-Cola Company

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-13

MAS

Masco Corp

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-13

BHP

BHP Billiton Ltd ADR

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-13

ABNB

Airbnb Inc

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-13

MKL

Markel Corp

20.33%

Shares148

Event2026-03-31

Filed2026-05-13

BIV

Vgd Int Term Bond Index Fund

2.99%

Shares3.6K

Event2026-03-31

Filed2026-05-13

BSV

Vanguard Short Term Bond Index

3.28%

Shares3.4K

Event2026-03-31

Filed2026-05-13

SCHA

Schwab US Small Cap

0.00%

Shares8.8K

Event2026-03-31

Filed2026-05-13

ADI

Analog Devices Inc

0.00%

Shares800

Event2026-03-31

Filed2026-05-13

COF

Capital One Financial (DH)

51.41%

Shares1.3K

Event2026-03-31

Filed2026-05-13

IBM

IBM Corp

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-13

Southern Company

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-13

Chubb Limited

0.00%

Shares740

Event2026-03-31

Filed2026-05-13

CTVA

Corteva Inc

New

Shares2.9K

Event2026-03-31

Filed2026-05-13

HLT

Hilton Worldwide Hldgs

0.00%

Shares775

Event2026-03-31

Filed2026-05-13

HSY

Hershey Company

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-13

CLX

Clorox Company

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-13

Verizon Communications

New

Shares4.4K

Event2026-03-31

Filed2026-05-13

Qnity Electronics Inc

New

Shares1.9K

Event2026-03-31

Filed2026-05-13

SPG

Simon Property Group

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-13

AEP

American Electric Power Co

New

Shares1.6K

Event2026-03-31

Filed2026-05-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available