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CIK: 0001908965
Total reported value
$179.4M
$179.4M
215 檔
26.1%
The Q4 2024 SEC filing reveals that Gould Capital, LLC held a total portfolio value of $179.4M, covering 215 public equity positions.
In Q4 2024, Gould Capital, LLC adopted a defensive or profit-taking posture, trimming 38 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including IEI, BND, VEA) accounted for 26.1% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 215 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 8.26% | -0.65% | -0.49% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 8.11% | -0.51% | +0.04% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.22% | +0.30% | -0.35% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 5.12% | -0.06% | -0.69% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.88% | +0.19% | -1.72% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 3.15% | -0.66% | -2.43% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.07% | +0.26% | -0.63% | |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.81% | -0.03% | +3.68% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.60% | +0.10% | -1.63% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.55% | -0.03% | -1.78% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.55% | +0.25% | -1.60% | |
| 12 | AFL | Aflac Inc | Stock-Financials | 2.35% | -0.01% | -2.41% | |
| 13 | CAT | Caterpillar Inc | Stock-Industrials | 2.15% | -0.12% | -1.80% | |
| 14 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 2.12% | +0.01% | +4671.28% | |
| 15 | PSA | Public Storage | Stock-Real Estate | 2.12% | +0.17% | -1.38% | |
| 16 | SBUX | Starbucks CORP | Stock-Consumer Disc | 2.10% | +0.11% | -1.57% | |
| 17 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 2.10% | — | -24.17% | |
| 18 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.07% | -0.23% | -0.94% | |
| 19 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 2.04% | -0.15% | +4.87% | |
| 20 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.04% | -0.03% | -0.59% | |
| 21 | AES | Aes CORP | Stock-Utilities | 2.02% | -0.06% | +32.80% | |
| 22 | UNP | Union Pacific CORP | Stock-Industrials | 1.97% | +0.07% | -0.50% | |
| 23 | KNTK | Kinetik Holdings Inc | Stock-Other | 1.81% | — | — | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.70% | -0.01% | +0.89% | |
| 25 | FMUSD | Ishares Msci Frontier 100 | ETF-Other | 1.58% | — | -0.62% | |
| 26 | NVG | Nuveen Amt-fr Muni Crdt | Stock-Other | 1.41% | +0.02% | -1.36% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.39% | +0.06% | -1.52% | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 1.27% | -0.32% | -3.31% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.13% | -0.08% | -3.30% | |
| 30 | APO | Apollo Global Management Inc | Stock-Financials | 1.08% | — | -2.06% | |
| 31 | FISV | Fiserv Inc | Stock-Other | 1.06% | — | -2.73% | |
| 32 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.01% | -0.17% | -2.67% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.99% | +0.06% | +313.97% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.89% | +0.06% | -1.00% | |
| 35 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.83% | — | -2.78% | |
| 36 | RDFN | Redfin CORP | Stock-Other | 0.81% | — | -1.53% | |
| 37 | LRCX | Lam Research CORP | Stock-Tech | 0.80% | +0.24% | +51070.97% | |
| 38 | MU | Micron Technology Inc | Stock-Tech | 0.76% | +0.04% | -2.54% | |
| 39 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.75% | +0.23% | -0.91% | |
| 40 | CRL | Charles River Laboratories | Stock-Healthcare | 0.71% | — | -11.16% | |
| 41 | JNP | Juniper Networks Inc | Stock-Other | 0.69% | — | -10.20% | |
| 42 | NZF | Nuveen Municipal Credit Inc | Stock-Other | 0.67% | -0.02% | -1.77% | |
| 43 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.55% | -0.01% | — | |
| 44 | ENPH | Enphase Energy Inc | Stock-Tech | 0.45% | — | -7.39% | |
| 45 | COLB | Columbia Banking System Inc | Stock-Financials | 0.44% | +0.02% | — | |
| 46 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.39% | +0.02% | +901.50% | |
| 47 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.30% | +0.01% | +8.32% | |
| 48 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 0.27% | -0.01% | -3.02% | |
| 49 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.26% | — | +0.71% | |
| 50 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.26% | — | -0.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NKE | Nike Inc -cl B | +2.1% | +4671.28% | Add |
| 2 | KNTK | Kinetik Holdings Inc | +1.8% | NEW | New buy |
| 3 | NVDA | Nvidia CORP | +0.8% | +313.97% | Add |
| 4 | LRCX | Lam Research CORP | +0.8% | +51070.97% | Add |
| 5 | GNRC | Generac Holdings Inc | +0.6% | NEW | New buy |
| 6 | AAPL | Apple Inc | +0.4% | -1.72% | Trim |
| 7 | GOOG | Alphabet Inc-cl C | +0.4% | -1.60% | Trim |
| 8 | QQQM | Invesco Nasdaq 100 ETF | +0.4% | +901.50% | Add |
| 9 | APO | Apollo Global Management Inc | +0.3% | -2.06% | Trim |
| 10 | NFLX | Netflix Inc | +0.3% | -3.31% | Trim |
| 11 | IBIT | Ishares Bitcoin Trust ETF | +0.3% | -0.91% | Trim |
| 12 | AMZN | Amazon.com Inc | +0.3% | -1.52% | Trim |
| 13 | SHV | Ishares 0-1 Year Treasury Bo | +0.2% | +3.68% | Add |
| 14 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.2% | +4.87% | Add |
| 15 | FISV | Fiserv Inc | +0.2% | -2.73% | Trim |
| 16 | V | Visa Inc-class A Shares | +0.2% | -1.00% | Trim |
| 17 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | -0.49% | Trim |
| 18 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | -0.69% | Trim |
| 19 | GILD | Gilead Sciences Inc | +0.1% | -2.67% | Trim |
| 20 | BND | Vanguard Total Bond Market | +0.1% | +0.04% | Add |
| 21 | MSFT | Microsoft CORP | +0.1% | -0.63% | Trim |
| 22 | GLD | Spdr Gold Shares | +0.1% | -2.43% | Trim |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -1.78% | Trim |
| 24 | NZF | Nuveen Municipal Credit Inc | 0% | -1.77% | Trim |
| 25 | SBUX | Starbucks CORP | -0.1% | -1.57% | Trim |
| 26 | TSLA | Tesla Inc | -0.1% | -71.65% | Trim |
| 27 | AGG | Ishares Core U.s. Aggregate | -0.1% | -62.89% | Trim |
| 28 | EFA | Ishares Msci Eafe ETF | -0.1% | -91.86% | Trim |
| 29 | UNP | Union Pacific CORP | -0.1% | -0.50% | Trim |
| 30 | JNP | Juniper Networks Inc | -0.1% | -10.20% | Trim |
| 31 | NVG | Nuveen Amt-fr Muni Crdt | -0.1% | -1.36% | Trim |
| 32 | CAT | Caterpillar Inc | -0.1% | -1.80% | Trim |
| 33 | CRL | Charles River Laboratories | -0.1% | -11.16% | Trim |
| 34 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -1.63% | Trim |
| 35 | AFL | Aflac Inc | -0.1% | -2.41% | Trim |
| 36 | MRK | Merck & Co. Inc. | -0.1% | +0.89% | Add |
| 37 | VZ | Verizon Communications Inc | -0.2% | -0.94% | Trim |
| 38 | MU | Micron Technology Inc | -0.2% | -2.54% | Trim |
| 39 | KO | Coca-cola Co/the | -0.2% | -0.59% | Trim |
| 40 | AES | Aes CORP | -0.2% | +32.80% | Add |
| 41 | ENPH | Enphase Energy Inc | -0.3% | -7.39% | Trim |
| 42 | VEA | Vanguard Ftse Developed ETF | -0.4% | -0.35% | Trim |
| 43 | PSA | Public Storage | -0.4% | -1.38% | Trim |
| 44 | BNY | Bank Of New York Mellon CORP | -0.4% | -24.17% | Trim |
| 45 | RDFN | Redfin CORP | -0.4% | -1.53% | Trim |
| 46 | CNC | Centene CORP | -0.7% | -98.76% | Trim |
| 47 | OC | Owens Corning | -0.8% | -97.20% | Trim |
| 48 | USB | US Bancorp | -0.8% | EXIT | Sold out |
| 49 | AMGN | Amgen Inc | -2% | -97.07% | Trim |
| 50 | AWK | American Water Works Co Inc | -2.2% | -99.84% | Trim |
According to official SEC Form 13F filings, Gould Capital, LLC reported a total U.S. public equity portfolio value of $179.4M across 215 disclosed positions in Q4 2024.
During Q4 2024, Gould Capital, LLC's top holdings by market value included IEI (8.3%)、BND (8.1%)、VEA (7.2%). The largest single position, IEI, represented 8.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
KNTK
市值: $2.6M
Top Position Liquidated / Trimmed
USB
前期市值: $1.2M
In Q4 2024, Gould Capital, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 9 positions, trimming 38 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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