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CIK: 0001908965
Total reported value
$179.4M
$179.4M
204 檔
34.5%
The Q1 2026 SEC filing reveals that Gould Capital, LLC held a total portfolio value of $179.4M, covering 204 public equity positions.
In Q1 2026, Gould Capital, LLC displayed an active expansion posture, initiating 12 new positions and adding to 51 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VEA, IEI, BND) accounted for 34.5% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 204 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.04% | +0.30% | +7.60% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 9.08% | -0.65% | +19.24% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 8.99% | -0.51% | +18.73% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 5.03% | -0.06% | +11.76% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.30% | +0.10% | +6.46% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 3.28% | -0.66% | -14.32% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.02% | +0.19% | -1.06% | |
| 8 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.43% | -0.23% | +3.04% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.39% | -0.38% | +10.77% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.28% | +0.26% | +0.96% | |
| 11 | KMI | Kinder Morgan, Inc. | Stock-Energy | 2.27% | -0.27% | — | |
| 12 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.11% | -0.01% | -8.31% | |
| 13 | CAT | Caterpillar Inc | Stock-Industrials | 2.11% | -0.12% | -37.66% | |
| 14 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.04% | -0.03% | -6.26% | |
| 15 | UNP | Union Pacific CORP | Stock-Industrials | 2.03% | +0.07% | +3.45% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.99% | -0.03% | -2.25% | |
| 17 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.97% | +0.11% | +3.74% | |
| 18 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.96% | -0.15% | +9.27% | |
| 19 | AES | Aes CORP | Stock-Utilities | 1.95% | -0.06% | -7.59% | |
| 20 | AFL | Aflac Inc | Stock-Financials | 1.93% | -0.01% | -1.66% | |
| 21 | PSA | Public Storage | Stock-Real Estate | 1.85% | +0.17% | +7.20% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.81% | +0.09% | — | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.69% | +0.25% | -36.54% | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.47% | +0.13% | +11.19% | |
| 25 | NVG | Nuveen Amt-fr Muni Crdt | Stock-Other | 1.42% | +0.02% | +11.45% | |
| 26 | DELL | Dell Technologies -c | Stock-Tech | 1.22% | -0.22% | +9.88% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 1.22% | +0.06% | -14.78% | |
| 28 | DVN | Devon Energy CORP | Stock-Energy | 1.16% | -0.27% | +19.50% | |
| 29 | PWR | Quanta Services Inc | Stock-Industrials | 1.15% | -0.16% | -11.50% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.14% | +0.06% | +6.24% | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 1.05% | -0.32% | +17.62% | |
| 32 | LRCX | Lam Research CORP | Stock-Tech | 1.03% | +0.24% | -50.86% | |
| 33 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.03% | -0.17% | -9.16% | |
| 34 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.97% | -0.10% | +79.69% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.91% | -0.08% | +17.01% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.86% | +0.06% | +12.17% | |
| 37 | RMBS | Rambus Inc | Stock-Tech | 0.82% | +0.34% | -14.29% | |
| 38 | APO | Apollo Global Management Inc | Stock-Financials | 0.72% | — | +20.22% | |
| 39 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.70% | +0.21% | +47.04% | |
| 40 | RKT | Rocket Cos Inc-class A | Stock-Financials | 0.68% | +0.57% | -17.25% | |
| 41 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.60% | +0.23% | +47.20% | |
| 42 | NZF | Nuveen Municipal Credit Inc | Stock-Other | 0.51% | -0.02% | -4.88% | |
| 43 | BNDW | Vanguard Total World Bond Et | ETF-Other | 0.39% | -0.27% | +7.71% | |
| 44 | COLB | Columbia Banking System Inc | Stock-Financials | 0.39% | +0.02% | -0.10% | |
| 45 | IAU | Ishares Gold Trust | ETF-Commodities | 0.23% | -0.05% | -4.79% | |
| 46 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.20% | — | -5.05% | |
| 47 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 0.20% | -0.01% | -2.33% | |
| 48 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.18% | -0.01% | +4.83% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.14% | +0.03% | -3.93% | |
| 50 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.11% | — | +1.62% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEI | Ishares 3-7 Year Treasury Bo | +1.3% | +19.24% | Add |
| 2 | BND | Vanguard Total Bond Market | +1.2% | +18.73% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.8% | +7.60% | Add |
| 4 | COST | Costco Wholesale CORP | +0.5% | +10.77% | Add |
| 5 | VZ | Verizon Communications Inc | +0.5% | +3.04% | Add |
| 6 | DVN | Devon Energy CORP | +0.4% | +19.50% | Add |
| 7 | TMUS | T-mobile US Inc | +0.4% | +79.69% | Add |
| 8 | BNDX | Vanguard Total Intl Bond ETF | +0.4% | +11.76% | Add |
| 9 | DELL | Dell Technologies -c | +0.4% | +9.88% | Add |
| 10 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +6.46% | Add |
| 11 | PSA | Public Storage | +0.2% | +7.20% | Add |
| 12 | NFLX | Netflix Inc | +0.2% | +17.62% | Add |
| 13 | SBUX | Starbucks CORP | +0.2% | +3.74% | Add |
| 14 | PWR | Quanta Services Inc | +0.1% | -11.50% | Trim |
| 15 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.1% | +9.27% | Add |
| 16 | UNP | Union Pacific CORP | +0.1% | +3.45% | Add |
| 17 | NVG | Nuveen Amt-fr Muni Crdt | +0.1% | +11.45% | Add |
| 18 | VEEV | Veeva Systems Inc-class A | +0.1% | +47.04% | Add |
| 19 | MRK | Merck & Co. Inc. | +0.1% | -8.31% | Trim |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +11.19% | Add |
| 21 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +47.20% | Add |
| 22 | NLY | Annaly Capital Management In | +0.1% | +167.97% | Add |
| 23 | GLDM | Spdr Gold Minishares Trust | 0% | +40.36% | Add |
| 24 | GILD | Gilead Sciences Inc | 0% | -9.16% | Trim |
| 25 | SUSB | Ishares Esg Aware 1-5 Year U | 0% | +52.63% | Add |
| 26 | EAGG | Ishares Esg Aware US Aggrega | 0% | +41.25% | Add |
| 27 | MUB | Ishares National Muni Bond E | 0% | +49.65% | Add |
| 28 | DHC | Diversified Healthcare Trust | 0% | +0.15% | Add |
| 29 | KO | Coca-cola Co/the | 0% | -6.26% | Trim |
| 30 | BNDW | Vanguard Total World Bond Et | 0% | +7.71% | Add |
| 31 | NAT | Nordic American Tankers Limited | 0% | — | Unchanged |
| 32 | OC | Owens Corning | 0% | +87.87% | Add |
| 33 | VXUS | Vanguard Total Intl Stock | 0% | +4.83% | Add |
| 34 | CORT | Corcept Therapeutics Inc | 0% | +66.67% | Add |
| 35 | AEHR | Aehr Test Systems | 0% | — | Unchanged |
| 36 | GSG | Ishares S&p Gsci Commodity I | 0% | — | Unchanged |
| 37 | NEE | Nextera Energy Inc | 0% | +3.89% | Add |
| 38 | SOXX | Ishares Semiconductor ETF | 0% | +39.24% | Add |
| 39 | CL | Colgate-palmolive Co | 0% | +38.72% | Add |
| 40 | HD | Home Depot Inc | 0% | +58.73% | Add |
| 41 | A | Agilent Technologies Inc | 0% | +54.92% | Add |
| 42 | WMB | Williams Cos Inc | 0% | — | Unchanged |
| 43 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 44 | COF | Capital One Financial CORP | 0% | +50.00% | Add |
| 45 | URA | Global X Uranium ETF | 0% | — | Unchanged |
| 46 | IAU | Ishares Gold Trust | — | -4.79% | Trim |
| 47 | SPAB | Ss Spdr P Agg Bond ETF | — | -30.56% | Trim |
| 48 | PLD | Prologis Inc | — | +21.97% | Add |
| 49 | DGX | Quest Diagnostics Inc | — | +10.53% | Add |
| 50 | NKE | Nike Inc -cl B | — | — | Unchanged |
According to official SEC Form 13F filings, Gould Capital, LLC reported a total U.S. public equity portfolio value of $179.4M across 204 disclosed positions in Q1 2026.
During Q1 2026, Gould Capital, LLC's top holdings by market value included VEA (10.0%)、IEI (9.1%)、BND (9.0%). The largest single position, VEA, represented 10.0% of total portfolio value.
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Top New Position Initiated
KMI
市值: $3.8M
Top Position Liquidated / Trimmed
BNY
前期市值: $181.0K
In Q1 2026, Gould Capital, LLC made 110 total portfolio adjustments, initiating 12 new buys, adding to 51 positions, trimming 37 holdings, and fully liquidating 10 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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