Gould Capital, LLC
Top Portfolio Positions
152 positions ·
$91,963,922 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
12,590 | $5,417,351 | 5.89% | |
| AAPL |
Apple Inc.
Technology
|
19,658 | $4,989,003 | 5.42% | |
| VZ |
Verizon Communications Inc
Communication Services
|
80,088 | $4,020,417 | 4.37% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
3,960 | $3,945,862 | 4.29% | |
| MSFT |
Microsoft Corp
Technology
|
10,194 | $3,773,512 | 4.10% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
112,078 | $3,757,975 | 4.09% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
29,036 | $3,492,740 | 3.80% | |
| CAT |
Caterpillar Inc
Industrials
|
4,919 | $3,484,914 | 3.79% | |
| KO |
Coca Cola Co
Consumer Defensive
|
44,259 | $3,365,896 | 3.66% | |
| UNP |
Union Pacific Corp
Industrials
|
13,803 | $3,348,883 | 3.64% |
Portfolio Trend
18 quarters · across all stocks
Holdings in PDT
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,881 | 449 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $5,702 | 449 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,989 | 449 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $5,913 | 449 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,872 | 449 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,720 | 449 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $5,935 | 449 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $5,289 | 449 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $5,230 | 449 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,781 | 449 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $4,319 | 449 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $5,289 | 449 | Shares | Sole | 2023-08-25 | |
| 2023-03-31 | $5,563 | 449 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $5,810 | 449 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,079 | 449 | Shares | Sole | 2022-11-23 | |
| 2022-06-30 | $6,294 | 449 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $7,368 | 449 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $7,502 | 449 | Shares | Sole | 2022-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||