Gould Capital, LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Nov 2026 | $175,225,864 | Individuals and high net worth (91%) |
| Apr 2025 to Mar 2026 | $155,289,599 | Individuals and high net worth (90%) |
| Apr 2024 to Mar 2025 | $149,371,254 | Individuals and high net worth (89%) |
| May 2023 to Mar 2024 | $134,688,302 | Individuals and high net worth (89%) |
| Apr 2023 | $134,688,302 | Individuals and high net worth (89%) |
| Apr 2022 to Mar 2023 | $159,255,355 | Individuals and high net worth (96%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 75.2%; sector active share 33.6% against the combined 13F book's sector weights.
Over time 19 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
216 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 45.3% | $81,325,716 |
| Financial Services | 11.7% | $21,033,617 |
| Technology | 10.9% | $19,501,960 |
| Communication Services | 6.8% | $12,130,297 |
| Industrials | 5.4% | $9,752,788 |
| Healthcare | 5.0% | $8,900,283 |
| Consumer Defensive | 4.1% | $7,287,435 |
| Consumer Cyclical | 3.6% | $6,395,869 |
| Energy | 2.9% | $5,262,767 |
| Real Estate | 2.3% | $4,178,036 |
| Utilities | 2.0% | $3,529,093 |
| Basic Materials | 0.0% | $64,739 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | +5,425 | 207,154 | $15,207,175 | |
| AES | Aes Corp | +3,499 | 231,656 | $3,396,076 | |
| VEEV | Veeva Systems Inc | +2,605 | 9,185 | $1,630,061 | |
| IEI | iShares 3-7 Year Treasury Bond ETF | +2,307 | 128,837 | $15,131,905 | |
| 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. | +1,000 | 8,025 | $139,233 | |
| EFT | Eaton Vance Floating-Rate Income Trust | +979 | 3,832 | $41,385 | |
| SPYM | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | +926 | 32,657 | $2,869,897 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | +884 | 132,232 | $7,892,928 | |
| NKE | NIKE, Inc. | +500 | 1,133 | $46,509 | |
| DVN | Devon Energy Corp | +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 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NAT | NORDIC AMERICAN TANKERS Ltd | −12,500 | 200 | $1,108 | |
| DELL | Dell Technologies Inc. | −8,123 | 4,148 | $1,789,696 | |
| BNDW | Vanguard Scottsdale Funds | −6,309 | 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 | |
| DHC | Diversified Healthcare Trust | −408 | 17,436 | $162,154 | |
| SHV | iShares 0-1 Year Treasury Bond ETF | −352 | 1,007 | $111,122 | |
| 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 | |
| FLRN | State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF | −128 | 105,223 | $3,246,129 | |
| COST | Costco Wholesale Corp | −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 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NBIX | Neurocrine Biosciences Inc | 9,390 | $1,582,590 | |
| ESGV | VANGUARD ESG U.S. STOCK ETF | 1,089 | $144,009 | |
| THG | Hanover Insurance Group, Inc. | 409 | $87,575 | |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | 467 | $38,452 | |
| 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 | |
| POWR | iShares U.S. Power Infrastructure ETF | 400 | $11,184 | |
| HONA | Honeywell Aerospace Inc. | 50 | $11,054 | |
| NBIS | Nebius Group N.V. | 40 | $11,046 | |
| IFRA | iShares U.S. Infrastructure ETF | 175 | $11,032 | |
| 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. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 260,383 | $18,552,288 | 10.34% | |
| BND |
VANGUARD TOTAL BOND MARKET INDEX FUND
|
Added | 207,154 | $15,207,175 | 8.48% | |
| IEI |
iShares 3-7 Year Treasury Bond ETF
|
Added | 128,837 | $15,131,905 | 8.44% | |
| BNDX |
Vanguard Total International Bond ETF
|
Added | 184,198 | $8,920,709 | 4.97% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Added | 132,232 | $7,892,928 | 4.40% | |
| AAPL |
Apple Inc.
Technology
|
Added | 19,884 | $5,753,634 | 3.21% | |
| GLD |
Spdr Gold Trust
|
Added | 12,767 | $4,703,107 | 2.62% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 12,223 | $4,559,423 | 2.54% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 93,443 | $3,956,376 | 2.21% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 13,834 | $3,762,848 | 2.10% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 29,265 | $3,760,552 | 2.10% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Added | 36,482 | $3,728,095 | 2.08% | |
| PSA |
Public Storage
Real Estate
|
Added | 11,412 | $3,632,553 | 2.03% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 44,396 | $3,608,062 | 2.01% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Reduced | 3,847 | $3,598,753 | 2.01% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Added | 112,318 | $3,590,806 | 2.00% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 3,353 | $3,570,609 | 1.99% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 7,037 | $3,521,244 | 1.96% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 9,839 | $3,476,413 | 1.94% | |
| AFL |
Aflac Inc
Financial Services
|
Added | 29,418 | $3,449,260 | 1.92% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 10,405 | $3,405,868 | 1.90% | |
| AES |
Aes Corp
Utilities
|
Added | 231,656 | $3,396,076 | 1.89% | |
| FLRN |
State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF
|
Reduced | 105,223 | $3,246,129 | 1.81% | |
| SPYM |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
Added | 32,657 | $2,869,897 | 1.60% | |
| NVG |
Nuveen AMT-Free Municipal Credit Income Fund
Financial Services
|
Added | 202,429 | $2,591,091 | 1.44% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 11,462 | $2,293,431 | 1.28% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 5,250 | $2,274,982 | 1.27% | |
| RKT |
Rocket Companies, Inc.
Financial Services
|
Added | 142,041 | $2,237,145 | 1.25% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 9,062 | $2,159,837 | 1.20% | |
| RMBS |
Rambus Inc
Technology
|
Reduced | 15,721 | $2,086,805 | 1.16% | |
| DELL |
Dell Technologies Inc.
Technology
|
Reduced | 4,148 | $1,789,696 | 1.00% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Reduced | 2,459 | $1,770,578 | 0.99% | |
| V |
Visa Inc.
Financial Services
|
Added | 4,816 | $1,652,321 | 0.92% | |
| VEEV |
Veeva Systems Inc
Healthcare
|
Added | 9,185 | $1,630,061 | 0.91% | |
| DVN |
Devon Energy Corp
Energy
|
Added | 38,716 | $1,599,745 | 0.89% | |
| NBIX |
Neurocrine Biosciences Inc
Healthcare
|
NEW | 9,390 | $1,582,590 | 0.88% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
Added | 9,267 | $1,554,353 | 0.87% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Added | 12,259 | $1,548,802 | 0.86% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 44,962 | $1,496,784 | 0.83% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 2,643 | $1,488,775 | 0.83% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 18,240 | $1,302,336 | 0.73% | |
| APO |
Apollo Global Management, Inc.
Financial Services
|
Added | 10,950 | $1,295,494 | 0.72% | |
| NZF |
Nuveen Municipal Credit Income Fund
Financial Services
|
Reduced | 69,263 | $878,254 | 0.49% | |
| COLB |
Columbia Banking System, Inc.
Financial Services
|
Held | 23,204 | $743,688 | 0.41% | |
|
|
Held | 3,764 | $367,366 | 0.20% | ||
| NAD |
Nuveen Quality Municipal Income Fund
Financial Services
|
Held | 28,689 | $347,710 | 0.19% | |
| IAU |
Ishares Gold Trust
|
Held | 4,350 | $328,468 | 0.18% | |
| VXUS |
Vanguard Total International Stock ETF
|
Reduced | 3,615 | $309,046 | 0.17% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 832 | $297,331 | 0.17% | |
| NLY |
Annaly Capital Management Inc
Real Estate
|
Added | 11,669 | $260,918 | 0.15% |
Showing the top 50 of 216 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.