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Gould Capital, LLC Top Holdings and 13F Report (2026)

About Gould Capital, LLC

Investment Activity

  • Gould Capital, LLC has $179.43 million in total holdings as of June 30, 2026.
  • Gould Capital, LLC owns shares of 217 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
  • Approximately 4.59% of the portfolio was purchased this quarter.
  • About 4.40% of the portfolio was sold this quarter.
  • This quarter, Gould Capital, LLC has purchased 204 new stocks and bought additional shares in 55 stocks.
  • Gould Capital, LLC sold shares of 24 stocks and completely divested from 6 stocks this quarter.

Largest New Holdings this Quarter

64125C109 - Neurocrine Biosciences
$1,582,544 Holding
921910733 - Vanguard ESG U.S. Stock ETF
$144,009 Holding
410867105 - The Hanover Insurance Group
$87,575 Holding
921910725 - Vanguard ESG International Stock ETF
$38,453 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS
$24,610 Holding

Largest Purchases this Quarter

Neurocrine Biosciences
9,390 shares (about $1.58M)
Rocket Companies
63,290 shares (about $996.82K)
Microsoft
2,029 shares (about $756.88K)
ISHARES BITCOIN TRUST ETF
19,115 shares (about $636.34K)
Verizon Communications
13,355 shares (about $565.45K)

Largest Sales this Quarter

Dell Technologies
8,123 shares (about $3.50M)
Caterpillar
1,566 shares (about $1.67M)
LAM RESEARCH CORP COM NEW
2,684 shares (about $1.16M)
Quanta Services
990 shares (about $712.84K)
Vanguard Total World Bond ETF
6,309 shares (about $432.35K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofGould Capital, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$18,552,291$105,521 â–²0.6%260,38310.3%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$15,207,161$398,249 â–²2.7%207,1548.5%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$15,131,955$270,958 â–²1.8%128,8378.4%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$8,920,731$537,913 â–²6.4%184,1985.0%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$7,892,924$52,766 â–²0.7%132,2324.4%ETF
Apple Inc. stock logo
AAPL
Apple
$5,753,620$65,395 â–²1.1%19,8843.2%Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$4,703,107$65,203 â–²1.4%12,7672.6%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$4,559,564$756,881 â–²19.9%12,2232.5%Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$3,956,360$565,448 â–²16.7%93,4432.2%Communication Services
Union Pacific Corporation stock logo
UNP
Union Pacific
$3,762,873$8,432 â–²0.2%13,8342.1%Industrials
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$3,760,541$29,426 â–²0.8%29,2652.1%Healthcare
Starbucks Corporation stock logo
SBUX
Starbucks
$3,728,076$8,993 â–²0.2%36,4822.1%Consumer Discretionary
Public Storage stock logo
PSA
Public Storage
$3,632,588$38,198 â–²1.1%11,4122.0%Real Estate
CocaCola Company (The) stock logo
KO
CocaCola
$3,608,090$11,134 â–²0.3%44,3962.0%Consumer Staples
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$3,598,813$105,710 â–¼-2.9%3,8472.0%Consumer Staples
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$3,590,806$7,673 â–²0.2%112,3182.0%Energy
Caterpillar Inc. stock logo
CAT
Caterpillar
$3,570,231$1,667,457 â–¼-31.8%3,3532.0%Industrials
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,521,244$84,066 â–²2.4%7,0372.0%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$3,476,550$30,034 â–²0.9%9,8391.9%Communication Services
Aflac Incorporated stock logo
AFL
Aflac
$3,449,294$41,624 â–²1.2%29,4181.9%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,405,869$68,739 â–²2.1%10,4051.9%Finance
The AES Corporation stock logo
AES
AES
$3,396,077$51,295 â–²1.5%231,6561.9%Utilities
SPDR Bloomberg Investment Grade Floating Rate ETF stock logo
FLRN
SPDR Bloomberg Investment Grade Floating Rate ETF
$3,246,122$3,949 â–¼-0.1%105,2231.8%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$2,869,897$81,377 â–²2.9%32,6571.6%ETF
Nuveen AMT-Free Municipal Credit Income Fund stock logo
NVG
Nuveen AMT-Free Municipal Credit Income Fund
$2,591,091$148,429 â–²6.1%202,4291.4%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,293,437$15,607 â–¼-0.7%11,4621.3%Technology
LAM RESEARCH CORP COM NEW
$2,274,983$1,163,058 â–¼-33.8%5,2501.3%Stock
Rocket Companies, Inc. stock logo
RKT
Rocket Companies
$2,237,146$996,818 â–²80.4%142,0411.2%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,159,883$4,052 â–¼-0.2%9,0621.2%Consumer Discretionary
Rambus, Inc. stock logo
RMBS
Rambus
$2,086,806$5,177 â–¼-0.2%15,7211.2%Technology
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$1,789,696$3,504,749 â–¼-66.2%4,1481.0%Technology
Quanta Services, Inc. stock logo
PWR
Quanta Services
$1,770,578$712,839 â–¼-28.7%2,4591.0%Industrials
Visa Inc. stock logo
V
Visa
$1,652,321$36,368 â–²2.3%4,8160.9%Finance
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$1,630,062$462,309 â–²39.6%9,1850.9%Healthcare
Devon Energy Corporation stock logo
DVN
Devon Energy
$1,599,745$19,627 â–²1.2%38,7160.9%Energy
Neurocrine Biosciences, Inc. stock logo
NBIX
Neurocrine Biosciences
$1,582,544$1,582,544 â–²New Holding9,3900.9%Healthcare
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$1,554,354$272,226 â–²21.2%9,2670.9%Communication Services
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$1,548,802$12,508 â–²0.8%12,2590.9%Healthcare
ISHARES BITCOIN TRUST ETF
$1,496,785$636,338 â–²74.0%44,9620.8%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,488,775$1,127 â–²0.1%2,6430.8%Communication Services
Netflix, Inc. stock logo
NFLX
Netflix
$1,302,336$13,423 â–²1.0%18,2400.7%Communication Services
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
$1,295,495$32,654 â–²2.6%10,9500.7%Finance
Nuveen Municipal Credit Income Fund stock logo
NZF
Nuveen Municipal Credit Income Fund
$878,255$4,159 â–¼-0.5%69,2630.5%Finance
Columbia Banking System, Inc. stock logo
COLB
Columbia Banking System
$743,6880.0%23,2040.4%Finance
iShares Core 80/20 Aggressive Allocation ETF stock logo
AOA
iShares Core 80/20 Aggressive Allocation ETF
$367,3540.0%3,7640.2%ETF
Nuveen Quality Municipal Income Fund stock logo
NAD
Nuveen Quality Municipal Income Fund
$347,7110.0%28,6890.2%Finance
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$328,4690.0%4,3500.2%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$309,046$24,878 â–¼-7.5%3,6150.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$297,3320.0%8320.2%Communication Services
Annaly Capital Management Inc stock logo
NLY
Annaly Capital Management
$260,919$126,401 â–²94.0%11,6690.1%Finance
ROCKET LAB CORP COM
$226,1710.0%2,2250.1%Stock
Vanguard Total World Bond ETF stock logo
BNDW
Vanguard Total World Bond ETF
$221,557$432,355 â–¼-66.1%3,2330.1%ETF
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$194,0020.0%1,8870.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$173,7080.0%4130.1%Consumer Discretionary
iShares Global Clean Energy ETF stock logo
ICLN
iShares Global Clean Energy ETF
$167,1570.0%8,1580.1%ETF
Diversified Healthcare Trust stock logo
DHC
Diversified Healthcare Trust
$162,153$3,794 â–¼-2.3%17,4360.1%Real Estate
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$144,009$144,009 â–²New Holding1,0890.1%ETF
ETB
Eaton Vance Tax-Managed Buy-Write Income Fund
$141,336$24,507 â–²21.0%9,0950.1%Finance
International Business Machines Corporation stock logo
IBM
International Business Machines
$140,6050.0%5000.1%Technology
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$139,328$2,822 â–²2.1%2,7650.1%ETF
Rivian Automotive, Inc. stock logo
RIVN
Rivian Automotive
$139,234$17,350 â–²14.2%8,0250.1%Consumer Discretionary
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$134,7390.0%2,8420.1%ETF
Banner Corporation stock logo
BANR
Banner
$128,4290.0%1,9330.1%Finance
VANGUARD CORE TAX-EXEMPT BOND ETF
$126,0600.0%1,6500.1%ETF
iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock logo
SUSB
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
$116,6030.0%4,6660.1%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$115,4760.0%1,0730.1%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$115,4290.0%1000.1%Technology
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$111,122$38,843 â–¼-25.9%1,0070.1%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$103,977$11,216 â–²12.1%3430.1%ETF
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$102,055$26,923 â–¼-20.9%1,2850.1%ETF
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$101,4830.0%2380.1%ETF
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$98,2780.0%1,7970.1%ETF
Aehr Test Systems stock logo
AEHR
Aehr Test Systems
$96,0600.0%1,0000.1%Technology
The Hanover Insurance Group, Inc. stock logo
THG
The Hanover Insurance Group
$87,575$87,575 â–²New Holding4090.0%Finance
Corcept Therapeutics Incorporated stock logo
CORT
Corcept Therapeutics
$86,9500.0%1,0000.0%Healthcare
Medpace Holdings, Inc. stock logo
MEDP
Medpace
$79,4390.0%1500.0%Healthcare
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$75,665$5,130 â–²7.3%1180.0%ETF
Owens Corning Inc stock logo
OC
Owens Corning
$74,552$3,179 â–²4.5%4690.0%Industrials
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$72,586$2,194 â–²3.1%8270.0%Utilities
BlackRock MuniYield Quality Fund III, Inc. stock logo
MYI
BlackRock MuniYield Quality Fund III
$70,5490.0%6,3500.0%Finance
Oracle Corporation stock logo
ORCL
Oracle
$70,3440.0%4800.0%Technology
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$67,832$3,003 â–²4.6%1,3100.0%ETF
iShares ESG Aware 80/20 Aggressive Allocation ETF stock logo
EAOA
iShares ESG Aware 80/20 Aggressive Allocation ETF
$66,634$13,172 â–²24.6%1,4670.0%ETF
Banco Santander, S.A. stock logo
SAN
Banco Santander
$62,3900.0%4,5210.0%Finance
Agilent Technologies, Inc. stock logo
A
Agilent Technologies
$58,312$3,985 â–²7.3%4390.0%Healthcare
Dutch Bros Inc. stock logo
BROS
Dutch Bros
$57,8790.0%8060.0%Consumer Discretionary
Eversource Energy stock logo
ES
Eversource Energy
$57,8160.0%8000.0%Utilities
Enphase Energy, Inc. stock logo
ENPH
Enphase Energy
$56,134$1,970 â–²3.6%1,1400.0%Technology
Axon Enterprise, Inc stock logo
AXON
Axon Enterprise
$56,0610.0%1000.0%Industrials
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$55,3620.0%6000.0%Finance
Ecolab Inc. stock logo
ECL
Ecolab
$52,936$2,786 â–²5.6%1900.0%Materials
ATAIBECKLEY INC COM SHS
$52,7000.0%10,0000.0%Stock
The Boeing Company stock logo
BA
Boeing
$52,6020.0%2430.0%Industrials
Weyerhaeuser Company stock logo
WY
Weyerhaeuser
$50,9920.0%2,1300.0%Real Estate
Vanguard Short-Term Tax-Exempt Bond ETF stock logo
VTES
Vanguard Short-Term Tax-Exempt Bond ETF
$50,6550.0%5000.0%ETF
Intel Corporation stock logo
INTC
Intel
$48,8710.0%3500.0%Technology
NIKE, Inc. stock logo
NKE
NIKE
$46,513$20,526 â–²79.0%1,1330.0%Consumer Discretionary
Cummins Inc. stock logo
CMI
Cummins
$46,3590.0%650.0%Industrials
Williams Companies, Inc. (The) stock logo
WMB
Williams Companies
$44,6040.0%6000.0%Energy
GLACIER BANCORP INC NEW COM
$44,1010.0%8550.0%Stock

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