Gould Capital, LLC
Sector Allocation
- Other43.9%$78.7M
- Technology14.8%$26.5M
- Financials13.2%$23.7M
- Industrials5.4%$9.6M
- Consumer Staples4.1%$7.3M
- Healthcare4.0%$7.3M
- Communication Services3.8%$6.8M
- Consumer Discretionary3.5%$6.4M
- Energy2.9%$5.3M
- Real Estate2.3%$4.2M
AUM History
13fpro.ai/research/fund/gould-capital-llc-1908965
Conviction and streaks
Diversifying · top 10 = 49.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$18.6M
- VANGUARD$15.2M
- ISHARES$15.1M
- VANGUARD$8.9M
- VANGUARD$7.9M
AAPL
$5.8MGLD
$4.7MMSFT
$4.6MVZ
$4.0MUNP
$3.8MMRK
$3.8MSBUX
$3.7MPSA
$3.6MKO
$3.6MCOST
$3.6MKMI
$3.6MCAT
$3.6MBRK.B
$3.5MGOOG
$3.5MAFL
$3.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/gould-capital-llc-1908965
Gould Capital, LLC 13F holdings — Q2 2026
$179.4M portfolio (+8.6% QoQ) · 217 holdings · Q2 2026 13F · top 10 are 49% of the stock portfolio
- 1
VANGUARD FTSE DEVELOPED MARKETS ETF - ETF
$18.6M
10.3% of stocks
+0.6%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD TOTAL BOND MARKET ETF - ETF
$15.2M
8.5% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES 3-7 YEAR TREASURY BOND ETF - ETF
$15.1M
8.4% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD TOTAL INTERNATIONAL BOND ETF - ETF
$8.9M
5.0% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANGUARD FTSE EMERGING MARKETS ETF - ETF
$7.9M
4.4% of stocks
+0.7%This quarter—Since filed—HeldAIQuality—Est. buy— $5.8M
3.2% of stocks
+1%This quarter+9.8%Since filed10+ qtrsHeld$4.7M
2.6% of stocks
+1%This quarter-7.7%Since filed10+ qtrsHeld$4.6M
2.5% of stocks
+20%This quarter+6.5%Since filed10+ qtrsHeld$4.0M
2.2% of stocks
+17%This quarter-8.4%Since filed10+ qtrsHeld$3.8M
2.1% of stocks
+0.2%This quarter+1.3%Since filed10+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD FTSE DEVELOPED MARKETS ETF - ETF | $18.6M | 10.3% | +0.6% | — | — | — | — | |
| 2 | VANGUARD TOTAL BOND MARKET ETF - ETF | $15.2M | 8.5% | +3% | — | — | — | — | |
| 3 | ISHARES 3-7 YEAR TREASURY BOND ETF - ETF | $15.1M | 8.4% | +2% | — | — | — | — | |
| 4 | VANGUARD TOTAL INTERNATIONAL BOND ETF - ETF | $8.9M | 5.0% | +6% | — | — | — | — | |
| 5 | VANGUARD FTSE EMERGING MARKETS ETF - ETF | $7.9M | 4.4% | +0.7% | — | — | — | — | |
| 6 | $5.8M | 3.2% | +1% | +9.8% | 10+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $4.7M | 2.6% | +1% | -7.7% | 10+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $4.6M | 2.5% | +20% | +6.5% | 10+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $4.0M | 2.2% | +17% | -8.4% | 10+ qtrsAdded 2 qtrs in a row | 64.8#512 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $3.8M | 2.1% | +0.2% | +1.3% | 10+ qtrs | 70.6#201 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Gould Capital, LLC (Q2 2026)
217 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Merck & Co., Inc. | Healthcare | $3.8M | 2.1% | 29K | +0.8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | STARBUCKS CORP | Consumer Discretionary | $3.7M | 2.1% | 36K | +0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Public Storage | Real Estate | $3.6M | 2.0% | 11K | +1% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | COCA COLA CO | Consumer Staples | $3.6M | 2.0% | 44K | +0.3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $3.6M | 2.0% | 3,847 | -3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | KINDER MORGAN, INC. | Energy | $3.6M | 2.0% | 112K | +0.2% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | CATERPILLAR INC | Industrials | $3.6M | 2.0% | 3,353 | -32% | 10+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | BERKSHIRE HATHAWAY INC | Financials | $3.5M | 2.0% | 7,037 | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Alphabet Inc. | Technology | $3.5M | 1.9% | 9,839 | +0.9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | AFLAC INC | Financials | $3.4M | 1.9% | 29K | +1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | JPMORGAN CHASE & CO | Financials | $3.4M | 1.9% | 10K | +2% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | AES CORP | Utilities | $3.4M | 1.9% | 232K | +2% | 8 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF - ETFetf/fund | — | $3.2M | 1.8% | 105K | -0.1% | — | — | 13F |
| 24 | — | STATE STREET SPDR PORTFOLIO S&P 500 ETF - ETFetf/fund | — | $2.9M | 1.6% | 33K | +3% | — | — | 13F |
| 25 | Nuveen AMT-Free Municipal Credit Income Fund | Other | $2.6M | 1.4% | 202K | +6% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $NVDA | NVIDIA CORP | Technology | $2.3M | 1.3% | 11K | -0.7% | |||
| 27 | $LRCX | LAM RESEARCH CORP | Technology | $2.3M | 1.3% | 5,250 | -34% | |||
| 28 | $RKT | Rocket Companies, Inc. | Financials | $2.2M | 1.3% | 142K | +80% | |||
| 29 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.2M | 1.2% | 9,062 | -0.2% | |||
| 30 | $RMBS | RAMBUS INC | Technology | $2.1M | 1.2% | 16K | -0.2% | |||
| 31 | $DELL | Dell Technologies Inc. | Technology | $1.8M | 1.0% | 4,148 | -66% | |||
| 32 | $PWR | QUANTA SERVICES, INC. | Industrials | $1.8M | 1.0% | 2,459 | -29% | |||
| 33 | $V | VISA INC. | Financials | $1.7M | 0.9% | 4,816 | +2% | |||
| 34 | $VEEV | VEEVA SYSTEMS INC | Technology | $1.6M | 0.9% | 9,185 | +40% | |||
| 35 | $DVN | DEVON ENERGY CORP/DE | Energy | $1.6M | 0.9% | 39K | +1% | |||
| 36 | $NBIX | NEUROCRINE BIOSCIENCES INC | Healthcare | $1.6M | 0.9% | 9,390 | New | |||
| 37 | $TMUS | T-Mobile US, Inc. | Communication Services | $1.6M | 0.9% | 9,267 | +21% | |||
| 38 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $1.5M | 0.9% | 12K | +0.8% | |||
| 39 | $IBIT | iShares Bitcoin Trust ETF | Financials | $1.5M | 0.8% | 45K | +74% | |||
| 40 | $META | Meta Platforms, Inc. | Technology | $1.5M | 0.8% | 2,643 | +0.1% | |||
| 41 | $NFLX | NETFLIX INC | Communication Services | $1.3M | 0.7% | 18K | +1% | |||
| 42 | $APO | Apollo Global Management, Inc. | Financials | $1.3M | 0.7% | 11K | +3% | |||
| 43 | $NZF | Nuveen Municipal Credit Income Fund | Other | $878K | 0.5% | 69K | -0.5% | |||
| 44 | $COLB | COLUMBIA BANKING SYSTEM, INC. | Financials | $744K | 0.4% | 23K | — | |||
| 45 | — | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF - ETF | — | $367K | 0.2% | 3,764 | — | |||
| 46 | $NAD | Nuveen Quality Municipal Income Fund | Other | $348K | 0.2% | 29K | — | |||
| 47 | $IAU | ISHARES GOLD TRUST | Financials | $328K | 0.2% | 4,350 | — | |||
| 48 | — | VANGUARD TOTAL INTERNATIONAL STOCK ETF - ETF | — | $309K | 0.2% | 3,615 | -7% | |||
| 49 | $GOOGL | Alphabet Inc. | Technology | $297K | 0.2% | 832 | — | |||
| 50 | $NLY | ANNALY CAPITAL MANAGEMENT INC | Real Estate | $261K | 0.1% | 12K | +94% | |||
| 51 | $RKLB | Rocket Lab Corp | Industrials | $226K | 0.1% | 2,225 | — | |||
| 52 | — | VANGUARD TOTAL WORLD BOND ETF - ETF | — | $222K | 0.1% | 3,233 | -66% | |||
| 53 | — | ISHARES ESG AWARE MSCI EAFE ETF - ETF | — | $194K | 0.1% | 1,887 | — | |||
| 54 | $TSLA | Tesla, Inc. | Consumer Discretionary | $174K | 0.1% | 413 | — | |||
| 55 | — | ISHARES GLOBAL CLEAN ENERGY ETF - ETF | — | $167K | 0.1% | 8,158 | — | |||
| 56 | $DHC | DIVERSIFIED HEALTHCARE TRUST | Real Estate | $162K | 0.1% | 17K | -2% | |||
| 57 | — | VANGUARD ESG U.S. STOCK ETF - ETF | — | $144K | 0.1% | 1,089 | New | |||
| 58 | $ETB | Eaton Vance Tax-Managed Buy-Write Income Fund | Other | $141K | 0.1% | 9,095 | +21% | |||
| 59 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $141K | 0.1% | 500 | — | |||
| 60 | — | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF - ETF | — | $139K | 0.1% | 2,765 | +2% | |||
| 61 | $RIVN | Rivian Automotive, Inc. / DE | Consumer Discretionary | $139K | 0.1% | 8,025 | +14% | |||
| 62 | — | ISHARES ESG AWARE US AGGREGATE BOND ETF - ETF | — | $135K | 0.1% | 2,842 | — | |||
| 63 | $BANR | BANNER CORP | Financials | $128K | 0.1% | 1,933 | — | |||
| 64 | — | VANGUARD CORE TAX-EXEMPT BOND ETF - ETF | — | $126K | 0.1% | 1,650 | — | |||
| 65 | — | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF - ETF | — | $117K | 0.1% | 4,666 | — | |||
| 66 | — | ISHARES NATIONAL MUNI BOND ETF - ETF | — | $115K | 0.1% | 1,073 | — | |||
| 67 | $MU | MICRON TECHNOLOGY INC | Technology | $115K | 0.1% | 100 | — | |||
| 68 | — | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF - ETF | — | $111K | 0.1% | 1,007 | -26% | |||
| 69 | $IVZ | Invesco Ltd. | Financials | $104K | 0.1% | 343 | +12% | |||
| 70 | $GLDM | World Gold Trust | Financials | $102K | 0.1% | 1,285 | -21% | |||
| 71 | — | ISHARES RUSSELL 3000 ETF - ETF | — | $101K | 0.1% | 238 | — | |||
| 72 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $98K | 0.1% | 1,797 | — | |||
| 73 | $AEHR | AEHR TEST SYSTEMS | Technology | $96K | 0.1% | 1,000 | — | |||
| 74 | $THG | HANOVER INSURANCE GROUP, INC. | Financials | $88K | 0.1% | 409 | New | |||
| 75 | $CORT | CORCEPT THERAPEUTICS INC | Healthcare | $87K | 0.1% | 1,000 | — | |||
| 76 | $MEDP | Medpace Holdings, Inc. | Healthcare | $79K | 0.0% | 150 | — | |||
| 77 | — | ISHARES SEMICONDUCTOR ETF - ETF | — | $76K | 0.0% | 118 | +7% | |||
| 78 | $OC | Owens Corning | Materials | $75K | 0.0% | 469 | +4% | |||
| 79 | $NEE | NEXTERA ENERGY INC | Utilities | $73K | 0.0% | 827 | +3% | |||
| 80 | $MYI | BLACKROCK MUNIYIELD QUALITY FUND III, INC. | Other | $71K | 0.0% | 6,350 | — | |||
| 81 | $ORCL | ORACLE CORP | Technology | $70K | 0.0% | 480 | — | |||
| 82 | — | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF - ETF | — | $68K | 0.0% | 1,310 | +5% | |||
| 83 | — | ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF - ETF | — | $67K | 0.0% | 1,467 | +25% | |||
| 84 | $SAN | Banco Santander, S.A. | Financials | $62K | 0.0% | 4,521 | — | |||
| 85 | $A | AGILENT TECHNOLOGIES, INC. | Healthcare | $58K | 0.0% | 439 | +7% | |||
| 86 | $BROS | Dutch Bros Inc. | Consumer Discretionary | $58K | 0.0% | 806 | — | |||
| 87 | $ES | EVERSOURCE ENERGY | Utilities | $58K | 0.0% | 800 | — | |||
| 88 | $ENPH | Enphase Energy, Inc. | Technology | $56K | 0.0% | 1,140 | +4% | |||
| 89 | $AXON | AXON ENTERPRISE, INC. | Industrials | $56K | 0.0% | 100 | — | |||
| 90 | $SCHW | SCHWAB CHARLES CORP | Financials | $55K | 0.0% | 600 | — | |||
| 91 | $ECL | ECOLAB INC. | Materials | $53K | 0.0% | 190 | +6% | |||
| 92 | $ATAI.R1840904 | Atai Beckley N.V. | Healthcare | $53K | 0.0% | 10K | — | |||
| 93 | $BA | BOEING CO | Industrials | $53K | 0.0% | 243 | — | |||
| 94 | $WY | WEYERHAEUSER CO | Real Estate | $51K | 0.0% | 2,130 | — | |||
| 95 | — | VANGUARD SHORT-TERM TAX EXEMPT BOND ETF - ETF | — | $51K | 0.0% | 500 | — | |||
| 96 | $INTC | INTEL CORP | Technology | $49K | 0.0% | 350 | — | |||
| 97 | $NKE | NIKE, Inc. | Consumer Discretionary | $47K | 0.0% | 1,133 | +79% | |||
| 98 | $CMI | CUMMINS INC | Industrials | $46K | 0.0% | 65 | — | |||
| 99 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $45K | 0.0% | 600 | — | |||
| 100 | $GBCI | GLACIER BANCORP, INC. | Financials | $44K | 0.0% | 855 | — | |||
| 101 | $PFG | PRINCIPAL FINANCIAL GROUP INC | Financials | $44K | 0.0% | 408 | — | |||
| 102 | $GSG | iShares S&P GSCI Commodity-Indexed Trust | Financials | $43K | 0.0% | 1,500 | — | |||
| 103 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $42K | 0.0% | 57 | +12% | |||
| 104 | $FFIV | F5, INC. | Technology | $42K | 0.0% | 100 | — | |||
| 105 | $EFT | Eaton Vance Floating-Rate Income Trust | — | $41K | 0.0% | 3,832 | +34% | |||
| 106 | $DGX | QUEST DIAGNOSTICS INC | Healthcare | $40K | 0.0% | 189 | — | |||
| 107 | — | VANGUARD ESG INTERNATIONAL STOCK ETF - ETF | — | $38K | 0.0% | 467 | New | |||
| 108 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $38K | 0.0% | 412 | — | |||
| 109 | $COIN | Coinbase Global, Inc. | Financials | $37K | 0.0% | 255 | — | |||
| 110 | $PLD | Prologis, Inc. | Real Estate | $37K | 0.0% | 272 | — | |||
| 111 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $35K | 0.0% | 100 | — | |||
| 112 | — | ISHARES CORE 60/40 BALANCED ALLOCATION ETF - ETF | — | $35K | 0.0% | 500 | — | |||
| 113 | $RDDT | Reddit, Inc. | Technology | $35K | 0.0% | 200 | — | |||
| 114 | $PCAR | PACCAR INC | Industrials | $32K | 0.0% | 270 | +61% | |||
| 115 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $30K | 0.0% | 150 | — | |||
| 116 | $JNJ | JOHNSON & JOHNSON | Healthcare | $28K | 0.0% | 110 | — | |||
| 117 | — | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF - ETF | — | $27K | 0.0% | 1,046 | +5% | |||
| 118 | $TGT | TARGET CORP | Consumer Staples | $26K | 0.0% | 200 | — | |||
| 119 | $UBER | Uber Technologies, Inc | Technology | $25K | 0.0% | 345 | — | |||
| 120 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $25K | 0.0% | 180 | +157% | |||
| 121 | $ALK | ALASKA AIR GROUP, INC. | Industrials | $25K | 0.0% | 470 | — | |||
| 122 | $PFE | PFIZER INC | Healthcare | $24K | 0.0% | 1,000 | — | |||
| 123 | $ACHR | Archer Aviation Inc. | Industrials | $24K | 0.0% | 5,060 | +42% | |||
| 124 | $LULU | lululemon athletica inc. | Consumer Discretionary | $24K | 0.0% | 206 | — | |||
| 125 | $YMM | Full Truck Alliance Co. Ltd. | Technology | $23K | 0.0% | 535 | — | |||
| 126 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $23K | 0.0% | 135 | New | |||
| 127 | $AMAL | Amalgamated Financial Corp. | Financials | $23K | 0.0% | 500 | New | |||
| 128 | $ABNB | Airbnb, Inc. | Technology | $21K | 0.0% | 150 | — | |||
| 129 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $21K | 0.0% | 28 | — | |||
| 130 | $IONQ | IonQ, Inc. | Technology | $20K | 0.0% | 370 | -10% | |||
| 131 | $CNI | CANADIAN NATIONAL RAILWAY CO | Industrials | $19K | 0.0% | 160 | — | |||
| 132 | $SHOP | SHOPIFY INC. | Technology | $19K | 0.0% | 165 | — | |||
| 133 | $GNRC | GENERAC HOLDINGS INC. | Technology | $18K | 0.0% | 60 | -59% | |||
| 134 | $DOC | HEALTHPEAK PROPERTIES, INC. | Real Estate | $17K | 0.0% | 800 | — | |||
| 135 | — | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF - ETF | — | $15K | 0.0% | 41 | +105% | |||
| 136 | $SPY | SPDR S&P 500 ETF TRUST | — | $15K | 0.0% | 20 | — | |||
| 137 | $CRDO | Credo Technology Group Holding Ltd | Technology | $13K | 0.0% | 49 | New | |||
| 138 | $ZM | Zoom Communications, Inc. | Technology | $13K | 0.0% | 154 | New | |||
| 139 | $JOBY | Joby Aviation, Inc. | Industrials | $12K | 0.0% | 1,300 | +333% | |||
| 140 | $TOST | Toast, Inc. | Technology | $12K | 0.0% | 415 | — | |||
| 141 | $XYZ | Block, Inc. | Technology | $11K | 0.0% | 150 | — | |||
| 142 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $11K | 0.0% | 50 | -50% | |||
| 143 | — | ISHARES U.S. POWER INFRASTRUCTURE ETF - ETF | — | $11K | 0.0% | 400 | New | |||
| 144 | $HONA | Honeywell Aerospace Inc. | Industrials | $11K | 0.0% | 50 | New | |||
| 145 | $NBIS | Nebius Group N.V. | Technology | $11K | 0.0% | 40 | New | |||
| 146 | — | ISHARES U.S. INFRASTRUCTURE ETF - ETF | — | $11K | 0.0% | 175 | New | |||
| 147 | — | VANECK SEMICONDUCTOR ETF - ETF | — | $10K | 0.0% | 15 | — | |||
| 148 | — | FIDELITY ELECTRIC VEHICLES AND FUTURE TRANSPORTATION ETF - ETF | — | $10K | 0.0% | 500 | — | |||
| 149 | $PSLV | Sprott Physical Silver Trust | Financials | $9K | 0.0% | 500 | — | |||
| 150 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $9K | 0.0% | 63 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 17 new, 56 added to, 25 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.
New positions (17)
$NBIXNEUROCRINE BIOSCIENCES INC$1.6M
first bought this quarter
- VANGUARD ESG U.S. STOCK ETF - ETF$144K
first bought this quarter
$THGHANOVER INSURANCE GROUP, INC.$88K
first bought this quarter
- VANGUARD ESG INTERNATIONAL STOCK ETF - ETF$38K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$23Kfirst bought this quarter
$AMALAmalgamated Financial Corp.$23K
first bought this quarter
+11 more in the Excel export
Added to (56)
$RKTRocket Companies, Inc.+80%
now $2.2M · held 4 qtrs
now $4.6M · held 10+ qtrs
$IBITiShares Bitcoin Trust ETF+74%
now $1.5M · held 8 qtrs, 4 adds in a row
now $4.0M · held 10+ qtrs, 2 adds in a row
- VANGUARD TOTAL INTERNATIONAL BOND ETF - ETF+6%
now $8.9M
$VEEVVEEVA SYSTEMS INC+40%
now $1.6M · held 3 qtrs, 3 adds in a row
+50 more in the Excel export
Trimmed (25)
$DELLDell Technologies Inc.-66%
now $1.8M · held 6 qtrs
now $3.6M · held 10+ qtrs, 4 trims in a row
$LRCXLAM RESEARCH CORP-34%
now $2.3M · held 8 qtrs, 3 trims in a row
$PWRQUANTA SERVICES, INC.-29%
now $1.8M · held 6 qtrs, 2 trims in a row
- VANGUARD TOTAL WORLD BOND ETF - ETF-66%
now $222K
now $3.6M · held 10+ qtrs
+19 more in the Excel export
Holdings by quarter
Every 13F Gould Capital, LLC has filed, 18 earlier quarters. Pick one to see what it held then.
Is it too late to follow Gould Capital?
Q2 2026 13F filed with the SEC on Aug 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Gould Capital's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+1.7%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 24% over the last 4
Top 10 weight
49%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
90%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Gould Capital, LLC disclosed 217 positions worth $179.4M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 17 new positions and exited 4 — including a new stake in $NBIX and a full exit from $MMM. The portfolio is most concentrated in Other (43.9% of disclosed assets). All figures are sourced directly from Gould Capital, LLC’s Form 13F-HR filing with the SEC under CIK 1908965.
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AI-Powered Hedge Fund Analysis: Gould Capital, LLC
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Every holding in Gould Capital, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.