Gould Capital, LLC
Filing Date
Global Rank
#5,524
/ 8,232
▲ 301
Top Industry
Telecom Services
6.6%
3Y Alpha vs SPY
-3.6%
Period ended 2 months ago
Filed May 18, 2026 · 27d
18 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+60.9%
SPY
+76.3%
Annualised alpha
-3.6%
Max drawdown
−16.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
152 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top 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 |
|---|---|---|
| Financial Services | 19.6% | $18,004,557 |
| Technology | 17.7% | $16,308,227 |
| Industrials | 10.0% | $9,197,849 |
| Communication Services | 9.9% | $9,147,219 |
| Consumer Defensive | 8.0% | $7,382,077 |
| Unclassified | 7.7% | $7,047,702 |
| Healthcare | 7.2% | $6,648,953 |
| Energy | 6.3% | $5,818,638 |
| Consumer Cyclical | 6.1% | $5,577,528 |
| Real Estate | 3.7% | $3,428,265 |
| Utilities | 3.6% | $3,347,124 |
| Basic Materials | 0.1% | $55,783 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| TSLA | Tesla, Inc. | +50 | 413 | $153,532 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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. | ||||
23 positions ·
$16,308,227 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 19,658 | $4,989,003 | 30.59% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 10,194 | $3,773,512 | 23.14% | |
| DELL |
Dell Technologies Inc.
Technology
|
Added | 12,271 | $2,014,039 | 12.35% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 11,540 | $2,012,576 | 12.34% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 7,934 | $1,695,178 | 10.39% | |
| RMBS |
Rambus Inc
Technology
|
Reduced | 15,760 | $1,355,832 | 8.31% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 500 | $121,195 | 0.74% | |
| ORCL |
Oracle Corp
Technology
|
Held | 480 | $70,612 | 0.43% | |
| ENPH |
Enphase Energy, Inc.
Technology
|
Reduced | 1,100 | $41,591 | 0.26% | |
| AEHR |
Aehr Test Systems
Technology
|
Held | 1,000 | $37,080 | 0.23% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 100 | $33,784 | 0.21% | |
| FFIV |
F5, Inc.
Technology
|
Held | 100 | $28,933 | 0.18% | |
| UBER |
Uber Technologies, Inc
Technology
|
Held | 345 | $24,815 | 0.15% | |
| SHOP |
Shopify Inc.
Technology
|
Held | 165 | $19,572 | 0.12% | |
| INTC |
Intel Corp
Technology
|
Held | 350 | $15,445 | 0.09% | |
| FTNT |
Fortinet, Inc.
Technology
|
Held | 146 | $11,931 | 0.07% | |
| IONQ |
IonQ, Inc.
Technology
|
Held | 410 | $11,820 | 0.07% | |
| TOST |
Toast, Inc.
Technology
|
Held | 415 | $11,001 | 0.07% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Held | 28 | $10,931 | 0.07% | |
| XYZ |
Block, Inc.
Technology
|
Held | 150 | $9,027 | 0.06% | |
| ITRI |
Itron, Inc.
Technology
|
Held | 100 | $8,963 | 0.05% | |
| BBAI |
BigBear.ai Holdings, Inc.
Technology
|
Held | 2,500 | $8,800 | 0.05% | |
| SONY |
Sony Group Corp
Technology
|
Held | 125 | $2,587 | 0.02% |