Gould Capital, LLC
CIK: 0001908965SEC EDGAR →
Portfolio Value
$162.3M
Holdings
201
As of
Q4 2025
New Positions
10
Closed Positions
10
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD FTSE DEVELOPED MARKETS ETF | 240,617 | $15.0M | 9.26% |
| 2 | ISHARES 3-7 YEAR TREASURY BOND ETF | 106,113 | $12.7M | 7.80% |
| 3 | VANGUARD TOTAL BOND MARKET ETF | 169,903 | $12.6M | 7.76% |
| 4 | VANGUARD TOTAL INTERNATIONAL BOND ETF | 154,877 | $7.5M | 4.61% |
| 5 | VANGUARD FTSE EMERGING MARKETS ETF | 123,380 | $6.6M | 4.09% |
| 6 | SPDR GOLD SHARES | 14,695 | $5.8M | 3.59% |
| 7 | APPLE INC COM | 19,868 | $5.4M | 3.33% |
| 8 | MICROSOFT CORP COM | 10,097 | $4.9M | 3.01% |
| 9 | ALPHABET INC CAP STK CL C | 15,370 | $4.8M | 2.97% |
| 10 | CATERPILLAR INC COM | 7,891 | $4.5M | 2.79% |
Quarterly Changes
Top Buys
New Positions (7)
Closed Positions (19)
$788K · 10K shares
$150K · 4K shares
$53K · 10K shares
$39K · 587 shares
$28K · 200 shares
$16K · 111 shares
$15K · 52 shares
$6K · 21 shares
$4K · 40 shares
$4K · 38 shares
$3K · 38 shares
$3K · 32 shares
$3K · 25 shares
$3K · 72 shares
$2K · 18 shares
$2K · 71 shares
$2K · 38 shares
$1K · 310 shares
$9 · 70 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 67 | $84.1M | 51.9% |
| Technology | 36 | $19.3M | 11.9% |
| Unknown | 11 | $11.9M | 7.3% |
| Industrials | 19 | $9.6M | 5.9% |
| Communication Services | 10 | $8.9M | 5.5% |
| Consumer Defensive | 5 | $6.4M | 4.0% |
| Healthcare | 17 | $6.2M | 3.8% |
| Consumer Cyclical | 14 | $5.4M | 3.3% |
| Energy | 6 | $3.7M | 2.3% |
| Utilities | 5 | $3.7M | 2.3% |
| Real Estate | 8 | $2.9M | 1.8% |
| Basic Materials | 3 | $50K | 0.0% |