13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001908965
Total reported value
$179.4M
$179.4M
215 檔
28.2%
In Q1 2025, Gould Capital, LLC's U.S. equity holdings reached a combined market value of $179.4M, distributed across 215 disclosed stock positions.
Gould Capital, LLC executed strategic sector rebalancing during Q1 2025, establishing 5 new positions while fully exiting 1 holdings and trimming 23 positions.
In terms of portfolio concentration, the top 5 core holdings (including IEI, BND, VEA) accounted for 28.2% of total reported equity market value during Q1 2025.
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 | 8.81% | -0.65% | +3.88% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 8.70% | -0.51% | +4.48% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.67% | +0.30% | +12.49% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 5.27% | -0.06% | +3.05% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.94% | +0.10% | +46.91% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 3.11% | -0.66% | -17.48% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.02% | +0.19% | -12.70% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.71% | +0.26% | -1.36% | |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.68% | -0.03% | -5.25% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.64% | -0.03% | -12.19% | |
| 11 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.47% | -0.23% | +4.76% | |
| 12 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.41% | -0.03% | +2.27% | |
| 13 | SBUX | Starbucks CORP | Stock-Consumer Disc | 2.31% | +0.11% | +1.78% | |
| 14 | AFL | Aflac Inc | Stock-Financials | 2.26% | -0.01% | -10.66% | |
| 15 | PSA | Public Storage | Stock-Real Estate | 2.22% | +0.17% | +3.98% | |
| 16 | UNP | Union Pacific CORP | Stock-Industrials | 2.13% | +0.07% | +4.01% | |
| 17 | AES | Aes CORP | Stock-Utilities | 2.13% | -0.06% | +9.13% | |
| 18 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 2.13% | -0.15% | +3.73% | |
| 19 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.95% | — | — | |
| 20 | CAT | Caterpillar Inc | Stock-Industrials | 1.94% | -0.12% | -1.42% | |
| 21 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.87% | +0.01% | +4.61% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.87% | -0.01% | +21.27% | |
| 23 | KNTK | Kinetik Holdings Inc | Stock-Other | 1.76% | — | +5.18% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.69% | +0.25% | -19.63% | |
| 25 | NVG | Nuveen Amt-fr Muni Crdt | Stock-Other | 1.46% | +0.02% | +2.15% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 1.11% | +0.06% | +37.59% | |
| 27 | RDFN | Redfin CORP | Stock-Other | 1.10% | — | +15.81% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.08% | +0.06% | -11.21% | |
| 29 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.06% | -0.17% | -13.54% | |
| 30 | NFLX | Netflix Inc | Stock-Comm Services | 1.02% | -0.32% | -23.35% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 1.00% | +0.06% | +0.52% | |
| 32 | FISV | Fiserv Inc | Stock-Other | 0.95% | — | -16.43% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.88% | -0.08% | -21.78% | |
| 34 | LRCX | Lam Research CORP | Stock-Tech | 0.83% | +0.24% | +3.32% | |
| 35 | ENPH | Enphase Energy Inc | Stock-Tech | 0.80% | — | +94.45% | |
| 36 | APO | Apollo Global Management Inc | Stock-Financials | 0.78% | — | -13.13% | |
| 37 | DVN | Devon Energy CORP | Stock-Energy | 0.76% | -0.27% | +28084.47% | |
| 38 | DELL | Dell Technologies -c | Stock-Tech | 0.67% | -0.22% | — | |
| 39 | PWR | Quanta Services Inc | Stock-Industrials | 0.67% | -0.16% | — | |
| 40 | NZF | Nuveen Municipal Credit Inc | Stock-Other | 0.65% | -0.02% | -4.02% | |
| 41 | FTNT | Fortinet Inc | Stock-Tech | 0.63% | -0.01% | — | |
| 42 | RMBS | Rambus Inc | Stock-Tech | 0.62% | +0.34% | — | |
| 43 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.53% | +0.23% | -19.85% | |
| 44 | COLB | Columbia Banking System Inc | Stock-Financials | 0.41% | +0.02% | — | |
| 45 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.27% | — | +2.18% | |
| 46 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.27% | — | +2.33% | |
| 47 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 0.25% | -0.01% | -6.39% | |
| 48 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.23% | +0.01% | -20.40% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.22% | -0.38% | +29.41% | |
| 50 | IAU | Ishares Gold Trust | ETF-Commodities | 0.19% | -0.05% | -1.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TROW | T Rowe Price Group Inc | +2% | NEW | New buy |
| 2 | VEA | Vanguard Ftse Developed ETF | +1.5% | +12.49% | Add |
| 3 | VWO | Vanguard Ftse Emerging Marke | +1.3% | +46.91% | Add |
| 4 | DVN | Devon Energy CORP | +0.8% | +28084.47% | Add |
| 5 | DELL | Dell Technologies -c | +0.7% | NEW | New buy |
| 6 | PWR | Quanta Services Inc | +0.7% | NEW | New buy |
| 7 | FTNT | Fortinet Inc | +0.6% | NEW | New buy |
| 8 | RMBS | Rambus Inc | +0.6% | NEW | New buy |
| 9 | BND | Vanguard Total Bond Market | +0.6% | +4.48% | Add |
| 10 | IEI | Ishares 3-7 Year Treasury Bo | +0.6% | +3.88% | Add |
| 11 | VZ | Verizon Communications Inc | +0.4% | +4.76% | Add |
| 12 | KO | Coca-cola Co/the | +0.4% | +2.27% | Add |
| 13 | ENPH | Enphase Energy Inc | +0.4% | +94.45% | Add |
| 14 | RDFN | Redfin CORP | +0.3% | +15.81% | Add |
| 15 | SBUX | Starbucks CORP | +0.2% | +1.78% | Add |
| 16 | MRK | Merck & Co. Inc. | +0.2% | +21.27% | Add |
| 17 | UNP | Union Pacific CORP | +0.2% | +4.01% | Add |
| 18 | BNDX | Vanguard Total Intl Bond ETF | +0.2% | +3.05% | Add |
| 19 | NVDA | Nvidia CORP | +0.1% | +37.59% | Add |
| 20 | AES | Aes CORP | +0.1% | +9.13% | Add |
| 21 | V | Visa Inc-class A Shares | +0.1% | +0.52% | Add |
| 22 | PSA | Public Storage | +0.1% | +3.98% | Add |
| 23 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.1% | +3.73% | Add |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -12.19% | Trim |
| 25 | COST | Costco Wholesale CORP | +0.1% | +29.41% | Add |
| 26 | GLD | Spdr Gold Shares | 0% | -17.48% | Trim |
| 27 | KNTK | Kinetik Holdings Inc | -0.1% | +5.18% | Add |
| 28 | IWV | Ishares Russell 3000 ETF | -0.1% | -20.40% | Trim |
| 29 | AFL | Aflac Inc | -0.1% | -10.66% | Trim |
| 30 | FISV | Fiserv Inc | -0.1% | -16.43% | Trim |
| 31 | SHV | Ishares 0-1 Year Treasury Bo | -0.1% | -5.25% | Trim |
| 32 | GLV | Clough Global Dividend & Inc | -0.2% | -99.25% | Trim |
| 33 | CAT | Caterpillar Inc | -0.2% | -1.42% | Trim |
| 34 | IBIT | Ishares Bitcoin Trust ETF | -0.2% | -19.85% | Trim |
| 35 | META | Meta Platforms Inc-class A | -0.3% | -21.78% | Trim |
| 36 | NKE | Nike Inc -cl B | -0.3% | +4.61% | Add |
| 37 | NFLX | Netflix Inc | -0.3% | -23.35% | Trim |
| 38 | APO | Apollo Global Management Inc | -0.3% | -13.13% | Trim |
| 39 | AMZN | Amazon.com Inc | -0.3% | -11.21% | Trim |
| 40 | QQQM | Invesco Nasdaq 100 ETF | -0.3% | -82.50% | Trim |
| 41 | MSFT | Microsoft CORP | -0.4% | -1.36% | Trim |
| 42 | GNRC | Generac Holdings Inc | -0.5% | -92.27% | Trim |
| 43 | JNP | Juniper Networks Inc | -0.7% | -95.59% | Trim |
| 44 | CRL | Charles River Laboratories | -0.7% | -98.53% | Trim |
| 45 | MU | Micron Technology Inc | -0.7% | -95.40% | Trim |
| 46 | APD | Air Products & Chemicals Inc | -0.8% | -98.66% | Trim |
| 47 | AAPL | Apple Inc | -0.9% | -12.70% | Trim |
| 48 | GOOG | Alphabet Inc-cl C | -0.9% | -19.63% | Trim |
| 49 | FMUSD | Ishares Msci Frontier 100 | -1.6% | EXIT | Sold out |
| 50 | BNY | Bank Of New York Mellon CORP | -2% | -93.95% | 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 Q1 2025.
During Q1 2025, Gould Capital, LLC's top holdings by market value included IEI (8.8%)、BND (8.7%)、VEA (8.7%). The largest single position, IEI, represented 8.8% 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
TROW
市值: $2.8M
Top Position Liquidated / Trimmed
FMUSD
前期市值: $2.3M
In Q1 2025, Gould Capital, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 21 positions, trimming 23 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.