Institutions / Gould Capital, LLC
Gould Capital, LLC
CIK 1908965 · Institution · as of Jun 30, 2026
Portfolio value
$179.43M
Positions
217
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$179.43M+10.6%Positions
217+8.0%Top holdings
Jun 30, 2026View all 217 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Ftse Developed Markets ETF | $18.55M | 10.3% |
| Vanguard Total Bond Market ETF | $15.21M | 8.5% |
| iShares 3-7 Year Treasury Bond ETF | $15.13M | 8.4% |
| Vanguard Total International Bond ETF | $8.92M | 5.0% |
| Vanguard Ftse Emerging Markets ETF | $7.89M | 4.4% |
| Apple Inc. | $5.75M | 3.2% |
| SPDR Gold Shares | $4.70M | 2.6% |
| Microsoft Corp | $4.56M | 2.5% |
| Verizon Communications Inc | $3.96M | 2.2% |
| Union Pacific Corp | $3.76M | 2.1% |
| Merck & Co., Inc. | $3.76M | 2.1% |
| Starbucks Corp | $3.73M | 2.1% |
| Public Storage | $3.63M | 2.0% |
| Coca Cola Co | $3.61M | 2.0% |
| Costco Wholesale Corp /New | $3.60M | 2.0% |
| Kinder Morgan, Inc. | $3.59M | 2.0% |
| Caterpillar Inc | $3.57M | 2.0% |
| Warren E. Buffett | $3.52M | 2.0% |
| Alphabet Inc. | $3.48M | 1.9% |
| Aflac Inc | $3.45M | 1.9% |
| JPMORGAN CHASE & CO | $3.41M | 1.9% |
| Aes Corp | $3.40M | 1.9% |
| State Street SPDR S&P Oil & Gas Exploration & Production ETF | $3.25M | 1.8% |
| State Street SPDR Portfolio S&P 500 ETF | $2.87M | 1.6% |
| Nuveen AMT-Free Municipal Credit Income FundNVG | $2.59M | 1.4% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | Caterpillar Inc | $-4.83M | -5K -57.51% | 3,353 1.99% of portfolio | low |
| Q2 2026 as of | Trim | Lam Research Corp | $-4.72M | -11K -67.48% | 5,250 1.27% of portfolio | low |
| Q2 2026 as of | New | Kinder Morgan, Inc. | $3.59M | +112K | 112,318 2.00% of portfolio | low |
| Q2 2026 as of | Trim | 464288679 | $-3.56M | -32K -96.97% | 1,007 0.06% of portfolio | low |
| Q2 2026 as of | Trim | T Rowe Price Group Inc | $-3.46M | -30K -99.95% | 14 <0.01% of portfolio | low |
| Q2 2026 as of | New | JPMORGAN CHASE & CO | $3.41M | +10K | 10,405 1.90% of portfolio | low |
| Q2 2026 as of | Trim | Ovintiv Inc. | $-3.24M | -62K -99.94% | 36 <0.01% of portfolio | low |
| Q2 2026 as of | Trim | Dell Technologies Inc. | $-3.03M | -7K -62.86% | 4,148 1.00% of portfolio | low |
| Q2 2026 as of | Add | 921937835 | $2.73M | +37K +21.92% | 207,154 8.48% of portfolio | low |
| Q2 2026 as of | Add | 464288661 | $2.67M | +23K +21.41% | 128,837 8.43% of portfolio | low |