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CIK: 0001908965
Total reported value
$179.4M
$179.4M
213 檔
30.4%
At the close of Q3 2025, Gould Capital, LLC disclosed equity holdings valued at approximately $179.4M, spread across 213 reported holdings.
In Q3 2025, Gould Capital, LLC displayed an active expansion posture, initiating 8 new positions and adding to 24 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VEA, IEI, BND) accounted for 30.4% of total reported equity market value during Q3 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 | 8.99% | +0.30% | -0.61% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 7.97% | -0.65% | +1.01% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 7.89% | -0.51% | +1.13% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.79% | -0.06% | +1.28% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.17% | +0.10% | -0.17% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 3.29% | -0.66% | -1.92% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.28% | +0.26% | -1.63% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.14% | +0.19% | +0.84% | |
| 9 | CAT | Caterpillar Inc | Stock-Industrials | 2.47% | -0.12% | -2.18% | |
| 10 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.41% | -0.03% | +1.69% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.41% | +0.25% | +0.01% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.20% | -0.03% | -0.14% | |
| 13 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.14% | -0.23% | +0.27% | |
| 14 | AFL | Aflac Inc | Stock-Financials | 2.06% | -0.01% | +0.65% | |
| 15 | AES | Aes CORP | Stock-Utilities | 2.06% | -0.06% | -0.22% | |
| 16 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.98% | -0.03% | -0.26% | |
| 17 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.97% | — | -0.17% | |
| 18 | UNP | Union Pacific CORP | Stock-Industrials | 1.96% | +0.07% | +1.37% | |
| 19 | PSA | Public Storage | Stock-Real Estate | 1.93% | +0.17% | +0.76% | |
| 20 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.88% | +0.01% | +0.25% | |
| 21 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.85% | -0.15% | +3.08% | |
| 22 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.84% | +0.11% | +1.58% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.66% | -0.01% | +3.25% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.55% | +0.06% | -5.42% | |
| 25 | OVV | Ovintiv Inc | Stock-Energy | 1.41% | — | — | |
| 26 | LRCX | Lam Research CORP | Stock-Tech | 1.40% | +0.24% | +2.85% | |
| 27 | NVG | Nuveen Amt-fr Muni Crdt | Stock-Other | 1.38% | +0.02% | +5.01% | |
| 28 | RMBS | Rambus Inc | Stock-Tech | 1.16% | +0.34% | +3.15% | |
| 29 | RKT | Rocket Cos Inc-class A | Stock-Financials | 1.13% | +0.57% | — | |
| 30 | NFLX | Netflix Inc | Stock-Comm Services | 1.13% | -0.32% | -1.61% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | +0.06% | +1.43% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.02% | -0.08% | +3.27% | |
| 33 | PWR | Quanta Services Inc | Stock-Industrials | 0.97% | -0.16% | +1.81% | |
| 34 | DELL | Dell Technologies -c | Stock-Tech | 0.94% | -0.22% | +2.55% | |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | +0.13% | +695.85% | |
| 36 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.92% | -0.17% | +0.98% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.87% | +0.06% | +2.22% | |
| 38 | ENPH | Enphase Energy Inc | Stock-Tech | 0.80% | — | +93.30% | |
| 39 | APO | Apollo Global Management Inc | Stock-Financials | 0.70% | — | +3.67% | |
| 40 | DVN | Devon Energy CORP | Stock-Energy | 0.68% | -0.27% | +5.84% | |
| 41 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.66% | +0.23% | +1.95% | |
| 42 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.65% | -0.10% | — | |
| 43 | NZF | Nuveen Municipal Credit Inc | Stock-Other | 0.58% | -0.02% | -1.04% | |
| 44 | FISV | Fiserv Inc | Stock-Other | 0.53% | — | +7.91% | |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.49% | — | — | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.47% | -0.38% | +146.36% | |
| 47 | COLB | Columbia Banking System Inc | Stock-Financials | 0.37% | +0.02% | +0.44% | |
| 48 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 0.22% | -0.01% | -1.14% | |
| 49 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.22% | — | -17.78% | |
| 50 | IAU | Ishares Gold Trust | ETF-Commodities | 0.21% | -0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.7% | +0.01% | Add |
| 2 | MSFT | Microsoft CORP | +0.6% | -1.63% | Trim |
| 3 | LRCX | Lam Research CORP | +0.6% | +2.85% | Add |
| 4 | RMBS | Rambus Inc | +0.5% | +3.15% | Add |
| 5 | CAT | Caterpillar Inc | +0.5% | -2.18% | Trim |
| 6 | NVDA | Nvidia CORP | +0.4% | -5.42% | Trim |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.3% | -0.61% | Trim |
| 8 | PWR | Quanta Services Inc | +0.3% | +1.81% | Add |
| 9 | DELL | Dell Technologies -c | +0.3% | +2.55% | Add |
| 10 | COST | Costco Wholesale CORP | +0.3% | +146.36% | Add |
| 11 | VWO | Vanguard Ftse Emerging Marke | +0.2% | -0.17% | Trim |
| 12 | GLD | Spdr Gold Shares | +0.2% | -1.92% | Trim |
| 13 | META | Meta Platforms Inc-class A | +0.1% | +3.27% | Add |
| 14 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +1.95% | Add |
| 15 | AAPL | Apple Inc | +0.1% | +0.84% | Add |
| 16 | NFLX | Netflix Inc | +0.1% | -1.61% | Trim |
| 17 | AMZN | Amazon.com Inc | 0% | +1.43% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | 0% | -6.48% | Trim |
| 19 | TROW | T Rowe Price Group Inc | 0% | -0.17% | Add |
| 20 | NKE | Nike Inc -cl B | 0% | +0.25% | Add |
| 21 | ENPH | Enphase Energy Inc | — | +93.30% | Add |
| 22 | AES | Aes CORP | -0.1% | -0.22% | Add |
| 23 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -71.50% | Trim |
| 24 | NVG | Nuveen Amt-fr Muni Crdt | -0.1% | +5.01% | Add |
| 25 | ACWI | Ishares Msci Acwi ETF | -0.1% | -94.75% | Trim |
| 26 | IWV | Ishares Russell 3000 ETF | -0.2% | -67.03% | Trim |
| 27 | UNP | Union Pacific CORP | -0.2% | +1.37% | Add |
| 28 | AFL | Aflac Inc | -0.2% | +0.65% | Add |
| 29 | AOR | Ishares Core 60/40 Balanced | -0.2% | -61.02% | Trim |
| 30 | VZ | Verizon Communications Inc | -0.3% | +0.27% | Add |
| 31 | FISV | Fiserv Inc | -0.4% | +7.91% | Add |
| 32 | KO | Coca-cola Co/the | -0.4% | -0.26% | Add |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -0.14% | Trim |
| 34 | SBUX | Starbucks CORP | -0.5% | +1.58% | Add |
| 35 | BNDX | Vanguard Total Intl Bond ETF | -0.5% | +1.28% | Add |
| 36 | FTNT | Fortinet Inc | -0.6% | -98.07% | Trim |
| 37 | BND | Vanguard Total Bond Market | -0.8% | +1.13% | Add |
| 38 | IEI | Ishares 3-7 Year Treasury Bo | -0.8% | +1.01% | Add |
| 39 | KNTK | Kinetik Holdings Inc | -1.7% | -93.14% | Trim |
| 40 | OVV | Ovintiv Inc | — | NEW | New buy |
| 41 | RKT | Rocket Cos Inc-class A | — | NEW | New buy |
| 42 | RDFN | Redfin CORP | — | EXIT | Sold out |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | NEW | New buy |
| 44 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | — | NEW | New buy |
| 46 | VXUS | Vanguard Total Intl Stock | — | NEW | New buy |
| 47 | BNDW | Vanguard Total World Bond Et | — | NEW | New buy |
| 48 | RKLB | Rocket Lab CORP | — | NEW | New buy |
| 49 | SPH | Suburban Propane Partners LP | — | EXIT | Sold out |
| 50 | AOM | Ishares Core 40/60 Moderate | — | EXIT | Sold out |
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 Q3 2025.
During Q3 2025, Gould Capital, LLC's top holdings by market value included VEA (9.0%)、IEI (8.0%)、BND (7.9%). The largest single position, VEA, represented 9.0% of total portfolio value.
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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
OVV
市值: $2.3M
Top Position Liquidated / Trimmed
RDFN
前期市值: $1.6M
In Q3 2025, Gould Capital, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 24 positions, trimming 15 holdings, and fully liquidating 3 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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