Gould Capital, LLC

CIK

1908965

Location

TACOMA, WA

Portfolio Value

Small $133,170,652

Diversification

Diversified

Filing Date

Global Rank

#5,509 / 8,700 ▲ 1099

Top Industry

Consumer Electronics 5.9%

Period ended 3 months ago

Filed Aug 7, 2026 · 38d

19 quarters · since Dec 2021

Portfolio Concentration

172 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.9%

+3.9 pts

Top 5

31.9%

−6.2 pts

Top 10

46.2%

−6.5 pts

HHI

421

Diversified−13

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	26.5%	$35,237,686	20
Financial Services	15.7%	$20,929,699	32
Technology	14.6%	$19,501,960	27
Communication Services	9.1%	$12,130,297	11
Industrials	7.3%	$9,752,788	22
Healthcare	6.7%	$8,900,283	17
Consumer Defensive	5.5%	$7,287,435	7
Consumer Cyclical	4.8%	$6,395,869	14
Energy	4.0%	$5,262,767	6
Real Estate	3.1%	$4,178,036	9
Utilities	2.7%	$3,529,093	4
Basic Materials	0.0%	$64,739	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
RKT	Rocket Companies, Inc.	+63,290	142,041	$2,237,145
IBIT	iShares Bitcoin Trust ETF	+19,115	44,962	$1,496,784
VZ	Verizon Communications Inc	+13,355	93,443	$3,956,376
NVG	Nuveen AMT-Free Municipal Credit Income Fund	+11,596	202,429	$2,591,091
BNDX	Vanguard Total International Bond ETF	+11,107	184,198	$8,920,709
NLY	Annaly Capital Management Inc	+5,653	11,669	$260,918
AES	Aes Corp	+3,499	231,656	$3,396,076
VEEV	Veeva Systems Inc	+2,605	9,185	$1,630,061
MSFT	Microsoft Corp	+2,029	12,223	$4,559,423
TMUS	T-Mobile US, Inc.	+1,623	9,267	$1,554,353
ETB	Eaton Vance Tax-Managed Buy-Write Income Fund	+1,577	9,095	$141,336
ACHR	Archer Aviation Inc.	+1,500	5,060	$23,933
VEA	Vanguard FTSE Developed Markets ETF	+1,481	260,383	$18,552,288
JOBY	Joby Aviation, Inc.	+1,000	1,300	$11,596
RIVN	Rivian Automotive, Inc. / DE	+1,000	8,025	$139,233
EFT	Eaton Vance Floating-Rate Income Trust	+979	3,832	$41,385
NKE	NIKE, Inc.	+500	1,133	$46,509
DVN	Devon Energy Corp/De	+475	38,716	$1,599,745
AFL	Aflac Inc	+355	29,418	$3,449,260
APO	Apollo Global Management, Inc.	+276	10,950	$1,295,494
KMI	Kinder Morgan, Inc.	+240	112,318	$3,590,806
MRK	Merck & Co., Inc.	+229	29,265	$3,760,552
AAPL	Apple Inc.	+226	19,884	$5,753,634
JPM	Jpmorgan Chase & Co	+210	10,405	$3,405,868
BMNR	Bitmine Immersion Technologies, Inc.	+196	430	$5,723
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NAT	NORDIC AMERICAN TANKERS Ltd	−12,500	200	$1,108
DELL	Dell Technologies Inc.	−8,123	4,148	$1,789,696
BNDW	Vanguard Total World Bond ETF	−6,322	3,233	$221,557
LRCX	Lam Research Corp	−2,684	5,250	$2,274,982
CAT	Caterpillar Inc	−1,566	3,353	$3,570,609
PWR	Quanta Services, Inc.	−990	2,459	$1,770,578
—		−500	3,764	$367,366
DHC	Diversified Healthcare Trust	−408	17,436	$162,154
GLDM	World Gold Trust	−339	1,285	$102,054
NZF	Nuveen Municipal Credit Income Fund	−328	69,263	$878,254
VXUS	Vanguard Total International Stock ETF	−291	3,615	$309,046
F	Ford Motor Co	−213	116	$1,612
COST	Costco Wholesale Corp /New	−113	3,847	$3,598,753
FTNT	Fortinet, Inc.	−110	36	$5,530
GNRC	Generac Holdings Inc.	−88	60	$17,568
NVDA	Nvidia Corp	−78	11,462	$2,293,431
OVV	Ovintiv Inc.	−72	36	$1,895
FISV	Fiserv Inc	−70	46	$2,256
HON	Honeywell International Inc	−50	50	$11,195
EXR	Extra Space Storage Inc.	−50	5	$726
IONQ	IonQ, Inc.	−40	370	$19,706
RMBS	Rambus Inc	−39	15,721	$2,086,805
TROW	Price T Rowe Group Inc	−29	14	$1,591
AMZN	Amazon Com Inc	−17	9,062	$2,159,837
VIG	Vanguard Dividend Appreciation ETF	−11	5	$1,183
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
NBIX	Neurocrine Biosciences Inc	9,390	$1,582,590
THG	Hanover Insurance Group, Inc.	409	$87,575
SPCX	Space Exploration Technologies Corp	135	$23,066
AMAL	Amalgamated Financial Corp.	500	$22,950
CRDO	Credo Technology Group Holding Ltd	49	$13,325
ZM	Zoom Communications, Inc.	154	$13,291
HONA	Honeywell Aerospace Inc.	50	$11,054
NBIS	Nebius Group N.V.	40	$11,046
ASTS	AST SpaceMobile, Inc.	100	$8,886
PLTR	Palantir Technologies Inc.	50	$5,833
PEP	Pepsico Inc	41	$5,551
DOW	Dow Inc.	150	$4,104
QS	QuantumScape Corp	400	$3,024
No positions match the current search.

Sold Out

Positions the filer fully exited

19 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	148,870	$16,074,363
BIV	Vanguard Intermediate-Term Bond ETF	201,729	$14,855,323
VEU	Vanguard FTSE All-World Ex-US ETF	131,348	$7,099,359
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	138,082	$5,697,013
CWI	State Street SPDR MSCI ACWI ex-US ETF	3,961	$182,396
IVZ	Invesco Ltd.	306	$72,711
VFMF	Vanguard U.S. Multifactor ETF	500	$50,570
AGNG	Global X Funds Global X Aging Population ETF	535	$25,910
VB	Vanguard Morningstar Small-Cap ETF	30	$11,030
MMM	3M Co	71	$10,311
BMY	Bristol Myers Squibb Co	160	$9,704
FBCG	Fidelity Blue Chip Growth ETF	500	$8,223
EDV	Vanguard World Funds Extended Duration ETF	41	$7,958
AFK	VanEck Africa Index ETF	29	$7,036
VIGI	Vanguard International Dividend Appreciation ETF	16	$1,507
IBRX	ImmunityBio, Inc.	117	$897
—		18	$488
ANEW	ProShares MSCI Transformational Changes ETF	40	$465
IPST	Ip Strategy Holdings, Inc.	22	$5
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

172 tracked positions · $133,170,652 total · filing declares 217 positions · $179,429,794 · as of Jun 30, 2026

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

Showing 1–50 of 172 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VEA	Vanguard FTSE Developed Markets ETF	Added	260,383	+1,481	$18,552,288	+11.8%	13.93%
BNDX	Vanguard Total International Bond ETF	Added	184,198	+11,107	$8,920,709	+7.3%	6.70%
AAPL	Apple Inc. Technology	Added	19,884	+226	$5,753,634	+15.3%	4.32%
GLD	Spdr Gold Trust	Added	12,767	+177	$4,703,107	−13.2%	3.53%
MSFT	Microsoft Corp Technology	Added	12,223	+2,029	$4,559,423	+20.8%	3.42%
VZ	Verizon Communications Inc Communication Services	Added	93,443	+13,355	$3,956,376	−1.6%	2.97%
GOOGL	Alphabet Inc. Communication Services	Added	10,671	+85	$3,773,744	+24.2%	2.83%
UNP	Union Pacific Corp Industrials	Added	13,834	+31	$3,762,848	+12.4%	2.83%
MRK	Merck & Co., Inc. Healthcare	Added	29,265	+229	$3,760,552	+7.7%	2.82%
SBUX	Starbucks Corp Consumer Cyclical	Added	36,482	+88	$3,728,095	+14.3%	2.80%
PSA	Public Storage Real Estate	Added	11,412	+120	$3,632,553	+18.8%	2.73%
KO	Coca Cola Co Consumer Defensive	Added	44,396	+137	$3,608,062	+7.2%	2.71%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,847	-113	$3,598,753	−8.8%	2.70%
KMI	Kinder Morgan, Inc. Energy	Added	112,318	+240	$3,590,806	−4.4%	2.70%
CAT	Caterpillar Inc Industrials	Reduced	3,353	-1,566	$3,570,609	+2.5%	2.68%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,037	+168	$3,521,244	+7.0%	2.64%
AFL	Aflac Inc Financial Services	Added	29,418	+355	$3,449,260	+8.2%	2.59%
JPM	Jpmorgan Chase & Co Financial Services	Added	10,405	+210	$3,405,868	+13.6%	2.56%
AES	Aes Corp Utilities	Added	231,656	+3,499	$3,396,076	+5.6%	2.55%
NVG	Nuveen AMT-Free Municipal Credit Income Fund Financial Services	Added	202,429	+11,596	$2,591,091	+10.1%	1.95%
NVDA	Nvidia Corp Technology	Reduced	11,462	-78	$2,293,431	+14.0%	1.72%
LRCX	Lam Research Corp Technology	Reduced	5,250	-2,684	$2,274,982	+34.2%	1.71%
RKT	Rocket Companies, Inc. Financial Services	Added	142,041	+63,290	$2,237,145	+99.4%	1.68%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	9,062	-17	$2,159,837	+14.2%	1.62%
RMBS	Rambus Inc Technology	Reduced	15,721	-39	$2,086,805	+53.9%	1.57%
DELL	Dell Technologies Inc. Technology	Reduced	4,148	-8,123	$1,789,696	−11.1%	1.34%
PWR	Quanta Services, Inc. Industrials	Reduced	2,459	-990	$1,770,578	−6.5%	1.33%
V	Visa Inc. Financial Services	Added	4,816	+106	$1,652,321	+16.1%	1.24%
VEEV	Veeva Systems Inc Healthcare	Added	9,185	+2,605	$1,630,061	+41.0%	1.22%
DVN	Devon Energy Corp/De Energy	Added	38,716	+475	$1,599,745	−16.9%	1.20%
NBIX	Neurocrine Biosciences Inc Healthcare	NEW	9,390	NEW	$1,582,590	NEW	1.19%
TMUS	T-Mobile US, Inc. Communication Services	Added	9,267	+1,623	$1,554,353	−3.2%	1.17%
GILD	Gilead Sciences, Inc. Healthcare	Added	12,259	+99	$1,548,802	−8.6%	1.16%
IBIT	iShares Bitcoin Trust ETF	Added	44,962	+19,115	$1,496,784	+50.7%	1.12%
META	Meta Platforms, Inc. Communication Services	Added	2,643	+2	$1,488,775	−1.5%	1.12%
NFLX	Netflix Inc Communication Services	Added	18,240	+188	$1,302,336	−25.0%	0.98%
APO	Apollo Global Management, Inc. Financial Services	Added	10,950	+276	$1,295,494	+8.9%	0.97%
NZF	Nuveen Municipal Credit Income Fund Financial Services	Reduced	69,263	-328	$878,254	+3.6%	0.66%
COLB	Columbia Banking System, Inc. Financial Services	Held	23,204	0	$743,688	+16.8%	0.56%
		Reduced	3,764	-500	$367,366	+0.6%	0.28%
NAD	Nuveen Quality Municipal Income Fund Financial Services	Held	28,689	0	$347,710	+5.4%	0.26%
IAU	Ishares Gold Trust	Held	4,350	0	$328,468	−14.3%	0.25%
VXUS	Vanguard Total International Stock ETF	Reduced	3,615	-291	$309,046	+2.6%	0.23%
NLY	Annaly Capital Management Inc Real Estate	Added	11,669	+5,653	$260,918	+105.1%	0.20%
RKLB	Rocket Lab Corp Industrials	Held	2,225	0	$226,171	+58.3%	0.17%
BNDW	Vanguard Total World Bond ETF	Reduced	3,233	-6,322	$221,557	−66.2%	0.17%
TSLA	Tesla, Inc. Consumer Cyclical	Held	413	0	$173,707	+13.1%	0.13%
DHC	Diversified Healthcare Trust Real Estate	Reduced	17,436	-408	$162,154	+36.9%	0.12%
ETB	Eaton Vance Tax-Managed Buy-Write Income Fund Financial Services	Added	9,095	+1,577	$141,336	+30.4%	0.11%
IBM	International Business Machines Corp Technology	Held	500	0	$140,605	+16.0%	0.11%

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.