Gould Capital, LLC

CIK

1908965

Location

TACOMA, WA

Portfolio Value

Micro $91,963,927

Diversification

Diversified

Filing Date

Global Rank

#5,890 / 8,623 ▲ 170 · as of Mar 2026

Top Industry

Telecom Services 6.6%

3Y Alpha vs SPY

-2.2%

Period ended 4 months ago

Filed May 18, 2026 · 2mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+56.2%

SPY

+65.3%

Annualised alpha

-2.2%

Max drawdown

−15.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

153 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.9%

−0.5 pts

Top 5

24.1%

−2.3 pts

Top 10

43.1%

−1.5 pts

HHI

319

Diversified−10

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	19.6%	$18,004,562	31
Technology	17.7%	$16,308,227	23
Industrials	10.0%	$9,197,849	21
Communication Services	9.9%	$9,147,219	9
Consumer Defensive	8.0%	$7,382,077	6
Unclassified	7.7%	$7,047,702	11
Healthcare	7.2%	$6,648,953	18
Energy	6.3%	$5,818,638	6
Consumer Cyclical	6.1%	$5,577,528	13
Real Estate	3.7%	$3,428,265	9
Utilities	3.6%	$3,347,124	4
Basic Materials	0.1%	$55,783	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVG	Nuveen AMT-Free Municipal Credit Income Fund	+19,600	190,833	$2,352,970
IBIT	iShares Bitcoin Trust ETF	+8,288	25,847	$993,041
DVN	Devon Energy Corp/De	+6,240	38,241	$1,924,287
NLY	Annaly Capital Management Inc	+3,771	6,016	$127,238
TMUS	T-Mobile US, Inc.	+3,390	7,644	$1,605,469
NFLX	Netflix Inc	+2,704	18,052	$1,735,699
VZ	Verizon Communications Inc	+2,361	80,088	$4,020,417
VEEV	Veeva Systems Inc	+2,105	6,580	$1,155,842
APO	Apollo Global Management, Inc.	+1,795	10,674	$1,189,297
SBUX	Starbucks Corp	+1,311	36,394	$3,260,538
DELL	Dell Technologies Inc.	+1,103	12,271	$2,014,039
PSA	Public Storage	+758	11,292	$3,058,776
AMZN	Amazon Com Inc	+533	9,079	$1,890,883
V	Visa Inc.	+511	4,710	$1,423,550
GLDM	World Gold Trust	+467	1,624	$150,528
UNP	Union Pacific Corp	+460	13,803	$3,348,883
CORT	Corcept Therapeutics Inc	+400	1,000	$40,310
COST	Costco Wholesale Corp /New	+385	3,960	$3,945,862
META	Meta Platforms, Inc.	+384	2,641	$1,510,995
RKLB	Rocket Lab Corp	+225	2,225	$142,889
OC	Owens Corning	+210	449	$48,590
A	Agilent Technologies, Inc.	+145	409	$46,617
CL	Colgate Palmolive Co	+115	412	$35,114
MSFT	Microsoft Corp	+97	10,194	$3,773,512
COF	Capital One Financial Corp	+50	150	$27,364
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
OVV	Ovintiv Inc.	−61,524	108	$6,410
TROW	Price T Rowe Group Inc	−30,397	43	$3,876
AES	Aes Corp	−18,752	228,157	$3,214,732
RKT	Rocket Companies, Inc.	−16,415	78,751	$1,122,201
LRCX	Lam Research Corp	−8,212	7,934	$1,695,178
NZF	Nuveen Municipal Credit Income Fund	−3,574	69,591	$847,618
CAT	Caterpillar Inc	−2,972	4,919	$3,484,914
KO	Coca Cola Co	−2,957	44,259	$3,365,896
MRK	Merck & Co., Inc.	−2,631	29,036	$3,492,740
RMBS	Rambus Inc	−2,627	15,760	$1,355,832
SAN	Banco Santander, S.A.	−2,145	4,521	$50,996
GLD	Spdr Gold Trust	−2,105	12,590	$5,417,351
NVDA	Nvidia Corp	−2,002	11,540	$2,012,576
GILD	Gilead Sciences, Inc.	−1,226	12,160	$1,694,739
NAD	Nuveen Quality Municipal Income Fund	−685	28,689	$329,923
AFL	Aflac Inc	−492	29,063	$3,188,501
PWR	Quanta Services, Inc.	−448	3,449	$1,893,569
MU	Micron Technology Inc	−342	100	$33,784
ENPH	Enphase Energy, Inc.	−302	1,100	$41,591
IAU	Ishares Gold Trust	−219	4,350	$383,496
AAPL	Apple Inc.	−210	19,658	$4,989,003
GNRC	Generac Holdings Inc.	−209	148	$28,908
BRK-B	Berkshire Hathaway Inc	−158	6,869	$3,291,624
FISV	Fiserv Inc	−83	116	$6,472
ABNB	Airbnb, Inc.	−50	150	$18,942
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
KMI	Kinder Morgan, Inc.	112,078	$3,757,975
JPM	Jpmorgan Chase & Co	10,195	$2,998,961
PFG	Principal Financial Group Inc	408	$36,764
LULU	lululemon athletica inc.	206	$31,538
MQY	Blackrock Muniyield Quality Fund, Inc.	308	$3,381
OKLO	Oklo Inc.	50	$2,479
JOBY	Joby Aviation, Inc.	300	$2,478
SLV	iShares Silver Trust	8	$545
IPST	Ip Strategy Holdings, Inc.	22	$5
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
BNY	Bank of New York Mellon Corp	1,559	$180,984
RF	Regions Financial Corp	1,066	$28,888
GWW	W.W. Grainger, Inc.	23	$23,208
BBY	Best Buy Co Inc	316	$21,149
PVH	Pvh Corp. /De/	273	$18,296
NUV	Nuveen Municipal Value Fund Inc	1,550	$14,043
IDA	Idacorp Inc	19	$2,404
SOLS	Solstice Advanced Materials Inc.	25	$1,214
CRL	Charles River Laboratories International, Inc.	6	$1,196
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

153 tracked positions · $91,963,927 total · filing declares 204 positions · $165,264,828 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 153 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLD	Spdr Gold Trust	Reduced	12,590	-2,105	$5,417,351	−7.0%	5.89%
AAPL	Apple Inc. Technology	Reduced	19,658	-210	$4,989,003	−7.6%	5.42%
VZ	Verizon Communications Inc Communication Services	Added	80,088	+2,361	$4,020,417	+27.0%	4.37%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	3,960	+385	$3,945,862	+28.0%	4.29%
MSFT	Microsoft Corp Technology	Added	10,194	+97	$3,773,512	−22.7%	4.10%
KMI	Kinder Morgan, Inc. Energy	NEW	112,078	NEW	$3,757,975	NEW	4.09%
MRK	Merck & Co., Inc. Healthcare	Reduced	29,036	-2,631	$3,492,740	+4.8%	3.80%
CAT	Caterpillar Inc Industrials	Reduced	4,919	-2,972	$3,484,914	−22.9%	3.79%
KO	Coca Cola Co Consumer Defensive	Reduced	44,259	-2,957	$3,365,896	+2.0%	3.66%
UNP	Union Pacific Corp Industrials	Added	13,803	+460	$3,348,883	+8.5%	3.64%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	6,869	-158	$3,291,624	−6.8%	3.58%
SBUX	Starbucks Corp Consumer Cyclical	Added	36,394	+1,311	$3,260,538	+10.4%	3.55%
AES	Aes Corp Utilities	Reduced	228,157	-18,752	$3,214,732	−9.2%	3.50%
AFL	Aflac Inc Financial Services	Reduced	29,063	-492	$3,188,501	−2.2%	3.47%
PSA	Public Storage Real Estate	Added	11,292	+758	$3,058,776	+11.9%	3.33%
JPM	Jpmorgan Chase & Co Financial Services	NEW	10,195	NEW	$2,998,961	NEW	3.26%
NVG	Nuveen AMT-Free Municipal Credit Income Fund Financial Services	Added	190,833	+19,600	$2,352,970	+8.5%	2.56%
DELL	Dell Technologies Inc. Technology	Added	12,271	+1,103	$2,014,039	+43.3%	2.19%
NVDA	Nvidia Corp Technology	Reduced	11,540	-2,002	$2,012,576	−20.3%	2.19%
DVN	Devon Energy Corp/De Energy	Added	38,241	+6,240	$1,924,287	+64.2%	2.09%
PWR	Quanta Services, Inc. Industrials	Reduced	3,449	-448	$1,893,569	+15.1%	2.06%
AMZN	Amazon Com Inc Consumer Cyclical	Added	9,079	+533	$1,890,883	−4.1%	2.06%
NFLX	Netflix Inc Communication Services	Added	18,052	+2,704	$1,735,699	+20.6%	1.89%
LRCX	Lam Research Corp Technology	Reduced	7,934	-8,212	$1,695,178	−38.7%	1.84%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	12,160	-1,226	$1,694,739	+3.1%	1.84%
TMUS	T-Mobile US, Inc. Communication Services	Added	7,644	+3,390	$1,605,469	+85.9%	1.75%
META	Meta Platforms, Inc. Communication Services	Added	2,641	+384	$1,510,995	+1.4%	1.64%
V	Visa Inc. Financial Services	Added	4,710	+511	$1,423,550	−3.3%	1.55%
RMBS	Rambus Inc Technology	Reduced	15,760	-2,627	$1,355,832	−19.8%	1.47%
APO	Apollo Global Management, Inc. Financial Services	Added	10,674	+1,795	$1,189,297	−7.5%	1.29%
VEEV	Veeva Systems Inc Healthcare	Added	6,580	+2,105	$1,155,842	+15.7%	1.26%
RKT	Rocket Companies, Inc. Financial Services	Reduced	78,751	-16,415	$1,122,201	−39.1%	1.22%
IBIT	iShares Bitcoin Trust ETF	Added	25,847	+8,288	$993,041	+13.9%	1.08%
NZF	Nuveen Municipal Credit Income Fund Financial Services	Reduced	69,591	-3,574	$847,618	−7.9%	0.92%
COLB	Columbia Banking System, Inc. Financial Services	Reduced	23,204	-24	$636,485	−2.0%	0.69%
IAU	Ishares Gold Trust	Reduced	4,350	-219	$383,496	+3.4%	0.42%
NAD	Nuveen Quality Municipal Income Fund Financial Services	Reduced	28,689	-685	$329,923	−6.6%	0.36%
GOOGL	Alphabet Inc. Communication Services	Reduced	832	-34	$239,249	−11.7%	0.26%
TSLA	Tesla, Inc. Consumer Cyclical	Added	413	+50	$153,532	−6.0%	0.17%
GLDM	World Gold Trust	Added	1,624	+467	$150,528	+52.4%	0.16%
RKLB	Rocket Lab Corp Industrials	Added	2,225	+225	$142,889	+2.4%	0.16%
NLY	Annaly Capital Management Inc Real Estate	Added	6,016	+3,771	$127,238	+153.5%	0.14%
IBM	International Business Machines Corp Technology	Held	500	0	$121,195	−18.2%	0.13%
DHC	Diversified Healthcare Trust Real Estate	Added	17,844	+27	$118,484	+37.1%	0.13%
BANR	Banner Corp Financial Services	Held	1,933	0	$117,294	−3.2%	0.13%
ETB	Eaton Vance Tax-Managed Buy-Write Income Fund Financial Services	Added	7,518	+32	$108,409	−5.2%	0.12%
RIVN	Rivian Automotive, Inc. / DE Consumer Cyclical	Held	7,025	0	$105,726	−23.6%	0.11%
NEE	Nextera Energy Inc Utilities	Added	802	+30	$74,489	+20.2%	0.08%
NAT	NORDIC AMERICAN TANKERS Ltd Energy	Held	12,700	0	$74,422	+70.3%	0.08%
MEDP	Medpace Holdings, Inc. Healthcare	Held	150	0	$72,028	−14.5%	0.08%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.