Gould Capital, LLC
CIK: 1908965SEC EDGAR →
Portfolio Value
$86.4B
Holdings
204
As of
Q1 2026
New Positions
204
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD FTSE DEVELOPED MARKETS ETF | 258,902 | $16.6B | 19.20% |
| 2 | VANGUARD TOTAL BOND MARKET ETF | 201,729 | $14.9B | 17.19% |
| 3 | VANGUARD TOTAL INTERNATIONAL BOND ETF | 173,091 | $8.3B | 9.63% |
| 4 | VANGUARD FTSE EMERGING MARKETS ETF | 131,348 | $7.1B | 8.22% |
| 5 | VERIZON COMMUNICATIONS INC COM | 80,088 | $4.0B | 4.65% |
| 6 | KINDER MORGAN INC DEL COM | 112,078 | $3.8B | 4.35% |
| 7 | COCA COLA CO COM | 44,259 | $3.4B | 3.90% |
| 8 | STARBUCKS CORP COM | 36,394 | $3.3B | 3.77% |
| 9 | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | 105,351 | $3.2B | 3.75% |
| 10 | AES CORP COM | 228,157 | $3.2B | 3.72% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 69 | $64.2B | 74.3% |
| Energy | 7 | $5.8B | 6.7% |
| Consumer Cyclical | 13 | $3.5B | 4.0% |
| Consumer Defensive | 5 | $3.4B | 3.9% |
| Utilities | 5 | $3.3B | 3.9% |
| Unknown | 13 | $2.2B | 2.5% |
| Technology | 37 | $1.9B | 2.2% |
| Communication Services | 10 | $1.8B | 2.0% |
| Real Estate | 7 | $158.9M | 0.2% |
| Industrials | 19 | $130.6M | 0.2% |
| Healthcare | 16 | $89.3M | 0.1% |
| Basic Materials | 3 | $60.0M | 0.1% |