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CIK: 0001908965
Total reported value
$179.4M
$179.4M
213 檔
29.5%
As reported in its official Q2 2025 Form 13F filing, Gould Capital, LLC's tracked investment portfolio stood at $179.4M with 213 total positions.
Gould Capital, LLC executed strategic sector rebalancing during Q2 2025, establishing 3 new positions while fully exiting 1 holdings and trimming 21 positions.
In terms of portfolio concentration, the top 5 core holdings (including VEA, IEI, BND) accounted for 29.5% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 213 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.28% | +0.30% | -0.19% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 8.48% | -0.65% | -0.11% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 8.33% | -0.51% | -0.05% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 5.11% | -0.06% | -0.02% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.11% | +0.10% | -0.06% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.46% | +0.26% | +0.77% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 3.10% | -0.66% | -1.36% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.71% | +0.19% | +1.45% | |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.55% | -0.03% | -0.37% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.30% | -0.03% | -0.39% | |
| 11 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.29% | -0.03% | +0.58% | |
| 12 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.26% | -0.23% | +0.61% | |
| 13 | CAT | Caterpillar Inc | Stock-Industrials | 2.22% | -0.12% | +1.69% | |
| 14 | SBUX | Starbucks CORP | Stock-Consumer Disc | 2.11% | +0.11% | +2.58% | |
| 15 | PSA | Public Storage | Stock-Real Estate | 2.10% | +0.17% | +1.07% | |
| 16 | AFL | Aflac Inc | Stock-Financials | 2.09% | -0.01% | +1.60% | |
| 17 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 2.06% | +0.01% | +2.81% | |
| 18 | UNP | Union Pacific CORP | Stock-Industrials | 2.03% | +0.07% | +2.18% | |
| 19 | TROW | T Rowe Price Group Inc | Stock-Financials | 2.00% | — | +2.39% | |
| 20 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.94% | -0.15% | -4.98% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.89% | +0.25% | +3.21% | |
| 22 | AES | Aes CORP | Stock-Utilities | 1.78% | -0.06% | +3.16% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.64% | -0.01% | +3.71% | |
| 24 | KNTK | Kinetik Holdings Inc | Stock-Other | 1.50% | — | +5.68% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.50% | +0.06% | -2.97% | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 1.39% | -0.32% | -1.27% | |
| 27 | NVG | Nuveen Amt-fr Muni Crdt | Stock-Other | 1.38% | +0.02% | +2.08% | |
| 28 | RDFN | Redfin CORP | Stock-Other | 1.26% | — | -1.32% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.19% | +0.06% | +0.21% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.07% | -0.08% | -0.23% | |
| 31 | LRCX | Lam Research CORP | Stock-Tech | 1.07% | +0.24% | -0.01% | |
| 32 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.99% | -0.17% | -1.80% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.95% | +0.06% | -1.45% | |
| 34 | PWR | Quanta Services Inc | Stock-Industrials | 0.94% | -0.16% | -1.28% | |
| 35 | DELL | Dell Technologies -c | Stock-Tech | 0.86% | -0.22% | -0.18% | |
| 36 | APO | Apollo Global Management Inc | Stock-Financials | 0.77% | — | +0.20% | |
| 37 | RMBS | Rambus Inc | Stock-Tech | 0.74% | +0.34% | +1.83% | |
| 38 | FISV | Fiserv Inc | Stock-Other | 0.71% | — | +0.13% | |
| 39 | FTNT | Fortinet Inc | Stock-Tech | 0.67% | -0.01% | +0.33% | |
| 40 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.66% | +0.23% | -0.75% | |
| 41 | DVN | Devon Energy CORP | Stock-Energy | 0.63% | -0.27% | +2.39% | |
| 42 | NZF | Nuveen Municipal Credit Inc | Stock-Other | 0.60% | -0.02% | -0.93% | |
| 43 | ENPH | Enphase Energy Inc | Stock-Tech | 0.50% | — | +2.63% | |
| 44 | COLB | Columbia Banking System Inc | Stock-Financials | 0.36% | +0.02% | — | |
| 45 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.27% | — | -4.74% | |
| 46 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.24% | +0.01% | -2.14% | |
| 47 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 0.23% | -0.01% | -1.35% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.22% | -0.38% | — | |
| 49 | IAU | Ishares Gold Trust | ETF-Commodities | 0.19% | -0.05% | — | |
| 50 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.12% | — | -14.28% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.8% | +0.77% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.6% | -0.19% | Trim |
| 3 | NVDA | Nvidia CORP | +0.4% | -2.97% | Trim |
| 4 | NFLX | Netflix Inc | +0.4% | -1.27% | Trim |
| 5 | CAT | Caterpillar Inc | +0.3% | +1.69% | Add |
| 6 | PWR | Quanta Services Inc | +0.3% | -1.28% | Trim |
| 7 | LRCX | Lam Research CORP | +0.2% | -0.01% | Trim |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +3.21% | Add |
| 9 | NKE | Nike Inc -cl B | +0.2% | +2.81% | Add |
| 10 | META | Meta Platforms Inc-class A | +0.2% | -0.23% | Trim |
| 11 | DELL | Dell Technologies -c | +0.2% | -0.18% | Trim |
| 12 | VWO | Vanguard Ftse Emerging Marke | +0.2% | -0.06% | Trim |
| 13 | RDFN | Redfin CORP | +0.2% | -1.32% | Trim |
| 14 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | -0.75% | Trim |
| 15 | RMBS | Rambus Inc | +0.1% | +1.83% | Add |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | NEW | New buy |
| 17 | AMZN | Amazon.com Inc | +0.1% | +0.21% | Add |
| 18 | TROW | T Rowe Price Group Inc | +0.1% | +2.39% | Add |
| 19 | RKLB | Rocket Lab CORP | +0.1% | NEW | New buy |
| 20 | FTNT | Fortinet Inc | 0% | +0.33% | Add |
| 21 | COIN | Coinbase Global Inc -class A | 0% | — | Unchanged |
| 22 | DHC | Diversified Healthcare Trust | 0% | +0.33% | Add |
| 23 | VXUS | Vanguard Total Intl Stock | 0% | NEW | New buy |
| 24 | ORCL | Oracle CORP | 0% | -6.07% | Trim |
| 25 | AXON | Axon Enterprise Inc | 0% | — | Unchanged |
| 26 | IWV | Ishares Russell 3000 ETF | 0% | -2.14% | Trim |
| 27 | GLD | Spdr Gold Shares | 0% | -1.36% | Trim |
| 28 | APO | Apollo Global Management Inc | 0% | +0.20% | Add |
| 29 | RKLB | Rocket Lab Corporation | 0% | EXIT | Sold out |
| 30 | AOM | Ishares Core 40/60 Moderate | -0.1% | -94.31% | Trim |
| 31 | COLB | Columbia Banking System Inc | -0.1% | — | Unchanged |
| 32 | NZF | Nuveen Municipal Credit Inc | -0.1% | -0.93% | Trim |
| 33 | GILD | Gilead Sciences Inc | -0.1% | -1.80% | Trim |
| 34 | NVG | Nuveen Amt-fr Muni Crdt | -0.1% | +2.08% | Add |
| 35 | PSA | Public Storage | -0.1% | +1.07% | Add |
| 36 | DVN | Devon Energy CORP | -0.1% | +2.39% | Add |
| 37 | AOR | Ishares Core 60/40 Balanced | -0.2% | -60.64% | Trim |
| 38 | BNDX | Vanguard Total Intl Bond ETF | -0.2% | -0.02% | Trim |
| 39 | AFL | Aflac Inc | -0.2% | +1.60% | Add |
| 40 | FLRN | Ss Spdr Bb Ig Float Rt ETF | -0.2% | -4.98% | Trim |
| 41 | SBUX | Starbucks CORP | -0.2% | +2.58% | Add |
| 42 | VZ | Verizon Communications Inc | -0.2% | +0.61% | Add |
| 43 | MRK | Merck & Co. Inc. | -0.2% | +3.71% | Add |
| 44 | FISV | Fiserv Inc | -0.2% | +0.13% | Add |
| 45 | KNTK | Kinetik Holdings Inc | -0.3% | +5.68% | Add |
| 46 | ENPH | Enphase Energy Inc | -0.3% | +2.63% | Add |
| 47 | AAPL | Apple Inc | -0.3% | +1.45% | Add |
| 48 | IEI | Ishares 3-7 Year Treasury Bo | -0.3% | -0.11% | Trim |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -0.39% | Trim |
| 50 | AES | Aes CORP | -0.4% | +3.16% | Add |
According to official SEC Form 13F filings, Gould Capital, LLC reported a total U.S. public equity portfolio value of $179.4M across 213 disclosed positions in Q2 2025.
During Q2 2025, Gould Capital, LLC's top holdings by market value included VEA (9.3%)、IEI (8.5%)、BND (8.3%). The largest single position, VEA, represented 9.3% of total portfolio value.
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Top New Position Initiated
SPYM
市值: $175.3K
Top Position Liquidated / Trimmed
RKLB
前期市值: $44.7K
In Q2 2025, Gould Capital, LLC made 47 total portfolio adjustments, initiating 3 new buys, adding to 22 positions, trimming 21 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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