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Gould Capital

Latest statistics and disclosures from Gould Capital's latest quarterly 13F-HR filing:

Top 5 stock holdings are VEA, IEI, BND, BNDX, VWO, and represent 33.52% of Gould Capital's stock portfolio.
Added to shares of these 10 stocks: COST, NFLX, VEEV, SPYM, BNDW, OVV, VCRM, VXUS, TSLA, AOR.
Started 7 new stock positions in VEEV, SOLS, COF, PSLV, ATAI, VTES, VCRM.
Reduced shares in these 10 stocks: NKE, ENPH, SHY, FI, CAT, SHV, IEI, GOOG, KNTK, NVG.
Sold out of its positions in APD, MO, KNTK, AMGN, BGS, BPPTU, CNC, TECL, TIP, LQD. TLT, SHY, IYR, TLH, PEP, RBLX, RWX, UPST, Atai Life Sciences Nv.
Gould Capital was a net seller of stock by $-390k.
Gould Capital has $162M in assets under management (AUM), dropping by 0.45%.
Central Index Key (CIK): 0001908965

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Portfolio Holdings for Gould Capital

Gould Capital holds 201 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Ftse Developed Markets Etf Etf (VEA)	9.3	$15M		241k	62.47	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	7.8	$13M		106k	119.35	View chart
Vanguard Total Bond Market Etf Etf (BND)	7.8	$13M		170k	74.07	View chart
Vanguard Total International Bond Etf Etf (BNDX)	4.6	$7.5M		155k	48.32	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	4.1	$6.6M		123k	53.76	View chart
Spdr Gold Shares Etf (GLD)	3.6	$5.8M		15k	396.31	View chart
Apple Stock (AAPL)	3.3	$5.4M		20k	271.86	View chart
Microsoft Corp Stock (MSFT)	3.0	$4.9M		10k	483.63	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	3.0	$4.8M	-3%	15k	313.81	View chart
Caterpillar Stock (CAT)	2.8	$4.5M	-5%	7.9k	572.84	View chart
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)	2.3	$3.7M	-5%	33k	110.15	View chart
Aes Corp Stock (AES)	2.2	$3.5M	-2%	247k	14.34	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	2.2	$3.5M		7.0k	502.65	View chart
Merck & Co Stock (MRK)	2.1	$3.3M		32k	105.26	View chart
Coca Cola Stock (KO)	2.0	$3.3M	-2%	47k	69.91	View chart
Aflac Stock (AFL)	2.0	$3.3M		30k	110.27	View chart
Verizon Communications Stock (VZ)	2.0	$3.2M		78k	40.73	View chart
Price T Rowe Group Stock (TROW)	1.9	$3.1M		30k	102.38	View chart
Union Pac Corp Stock (UNP)	1.9	$3.1M		13k	231.31	View chart
Costco Wholesale Corporation Stock (COST)	1.9	$3.1M	+339%	3.6k	862.35	View chart
State Street Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN)	1.8	$3.0M		96k	30.73	View chart
Starbucks Corp Stock (SBUX)	1.8	$3.0M		35k	84.21	View chart
Lam Research Corp Stock (LRCX)	1.7	$2.8M	-4%	16k	171.18	View chart
Public Storage Oper Reit (PSA)	1.7	$2.7M	-2%	11k	259.51	View chart
Nvidia Corporation Stock (NVDA)	1.6	$2.5M		14k	186.50	View chart
Ovintiv Stock (OVV)	1.5	$2.4M	+9%	62k	39.19	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	1.4	$2.3M	+48%	29k	80.22	View chart
Nuveen Amt Free Mun Cr Cef (NVG)	1.3	$2.2M	-5%	171k	12.66	View chart
Amazon Stock (AMZN)	1.2	$2.0M	+3%	8.5k	230.83	View chart
Rocket Cos Inc Com Cl A Stock (RKT)	1.1	$1.8M		95k	19.36	View chart
Rambus Inc Del Stock (RMBS)	1.0	$1.7M	+2%	18k	91.89	View chart
Quanta Svcs Stock (PWR)	1.0	$1.6M	+3%	3.9k	422.06	View chart
Gilead Sciences Stock (GILD)	1.0	$1.6M		13k	122.74	View chart
Meta Platforms Inc Cl A Stock (META)	0.9	$1.5M		2.3k	660.09	View chart
Visa Inc Com Cl A Stock (V)	0.9	$1.5M	+2%	4.2k	350.71	View chart
Netflix Stock (NFLX)	0.9	$1.4M	+907%	15k	93.76	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.9	$1.4M	+4%	11k	125.88	View chart
Apollo Global Mgmt Stock (APO)	0.8	$1.3M	+5%	8.9k	144.76	View chart
Devon Energy Corp Stock (DVN)	0.7	$1.2M		32k	36.63	View chart
Veeva Sys Inc Cl A Stock (VEEV)	0.6	$999k	NEW	4.5k	223.23	View chart
Uveen Dividend Adv Com Sh Ben Int Cef (NZF)	0.6	$920k	-2%	73k	12.58	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.5	$872k	+6%	18k	49.65	View chart
T-mobile Us Stock (TMUS)	0.5	$864k	-3%	4.3k	203.04	View chart
Columbia Bkg Sys Stock (COLB)	0.4	$649k		23k	27.95	View chart
Vanguard Total World Bond Etf Etf (BNDW)	0.4	$609k	+471%	8.9k	68.74	View chart
Ishares Gold Trust Etf (IAU)	0.2	$371k		4.6k	81.17	View chart
Ishares Core 80/20 Aggressive Allocation Etf Etf (AOA)	0.2	$355k		4.0k	89.56	View chart
Nuveen Quality Muncp Income Cef (NAD)	0.2	$353k		29k	12.02	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$281k	+55%	3.7k	75.44	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$271k		866.00	313.00	View chart
Bank New York Mellon Corp Stock (BK)	0.1	$181k	-10%	1.6k	116.09	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.1	$177k	+5%	1.9k	95.09	View chart
Tesla Stock (TSLA)	0.1	$163k	+134%	363.00	449.72	View chart
International Business Machs Stock (IBM)	0.1	$148k		500.00	296.21	View chart
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)	0.1	$147k	+123%	2.3k	65.00	View chart
Ishares Global Clean Energy Etf Etf (ICLN)	0.1	$145k	+6%	8.8k	16.43	View chart
Rocket Lab Corp Stock (RKLB)	0.1	$140k		2.0k	69.76	View chart
Rivian Automotive Inc Com Cl A Stock (RIVN)	0.1	$139k		7.0k	19.71	View chart
Micron Technology Stock (MU)	0.1	$126k	-11%	442.00	285.41	View chart
Vanguard Core Tax-exempt Bond Etf Etf (VCRM)	0.1	$125k	NEW	1.7k	75.57	View chart
Banner Corp Stock (BANR)	0.1	$121k		1.9k	62.66	View chart
Eaton Vance Tax Mnged Buy Writ Cef (ETB)	0.1	$114k		7.5k	15.27	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.1	$99k	+124%	1.2k	85.37	View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)	0.1	$96k	+8%	2.0k	47.85	View chart
Oracle Corp Stock (ORCL)	0.1	$94k		480.00	194.91	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.1	$92k	-28%	238.00	386.85	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.1	$87k		2.0k	44.17	View chart
Diversified Healthcare Tr Com Sh Ben Int Reit (DHC)	0.1	$86k	-43%	18k	4.85	View chart
Medpace Hldgs Stock (MEDP)	0.1	$84k		150.00	561.65	View chart
Banco Santander Sa Adr (SAN)	0.0	$78k		6.7k	11.73	View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)	0.0	$77k	+5%	3.1k	25.24	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$77k	+5%	717.00	107.11	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.0	$72k	-11%	283.00	253.07	View chart
Blackrock Muniyield Quality Cef (MYI)	0.0	$69k		6.4k	10.87	View chart
Nextera Energy Stock (NEE)	0.0	$62k	-15%	772.00	80.28	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$60k		600.00	99.91	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$58k	-4%	255.00	226.14	View chart
Axon Enterprise Stock (AXON)	0.0	$57k		100.00	567.93	View chart
Eversource Energy Stock (ES)	0.0	$54k		800.00	67.33	View chart
Boeing Stock (BA)	0.0	$53k		243.00	217.12	View chart
Vanguard Short-term Tax Exempt Bond Etf Etf (VTES)	0.0	$51k	NEW	500.00	101.58	View chart
Weyerhaeuser Reit (WY)	0.0	$51k		2.1k	23.69	View chart
Annaly Capital Management Reit (NLY)	0.0	$50k	+38%	2.2k	22.36	View chart
Dutch Bros Inc Cl A Stock (BROS)	0.0	$49k	+2%	806.00	61.22	View chart
Ishares Esg Aware 80/20 Aggressive Allocation Etf Etf (EAOA)	0.0	$49k		1.2k	41.38	View chart
Generac Hldgs Stock (GNRC)	0.0	$49k		357.00	136.37	View chart
Reddit Inc Cl A Stock (RDDT)	0.0	$46k		200.00	229.87	View chart
Enphase Energy Stock (ENPH)	0.0	$45k	-96%	1.4k	32.05	View chart
Nordic American Tankers Limite Stock (NAT)	0.0	$44k		13k	3.44	View chart
Ecolab Stock (ECL)	0.0	$42k		158.00	262.52	View chart
Ataibeckley Stock (ATAI)	0.0	$41k	NEW	10k	4.09	View chart
Nike Inc Cl B Stock (NKE)	0.0	$40k	-98%	633.00	63.72	View chart
Glacier Bancorp Stock (GBCI)	0.0	$38k		855.00	44.05	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.0	$37k	+44%	1.4k	25.75	View chart
Williams Cos Stock (WMB)	0.0	$36k		600.00	60.11	View chart
Agilent Technologies Stock (A)	0.0	$36k		264.00	136.07	View chart
Cummins Stock (CMI)	0.0	$36k		70.00	510.46	View chart
Ishares S&p Gsci Commodity Indexed Trust Etf (GSG)	0.0	$35k	-6%	1.5k	23.06	View chart
Eaton Vance Floating Rate Cef (EFT)	0.0	$32k	+93%	2.8k	11.29	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.0	$32k	-16%	51.00	617.43	View chart
Quest Diagnostics Stock (DGX)	0.0	$30k		171.00	173.53	View chart
Regions Financial Corp Stock (RF)	0.0	$29k		1.1k	27.10	View chart
Prologis Reit (PLD)	0.0	$29k		223.00	127.66	View chart
Uber Technologies Stock (UBER)	0.0	$28k	+245%	345.00	81.71	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.0	$27k	-23%	200.00	135.72	View chart
Archer Aviation Inc Com Cl A Stock (ACHR)	0.0	$27k	+238%	3.6k	7.52	View chart
Owens Corning Stock (OC)	0.0	$27k	+17%	239.00	111.91	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$27k	+32%	165.00	160.97	View chart
F5 Stock (FFIV)	0.0	$26k		100.00	255.26	View chart
Pfizer Stock (PFE)	0.0	$25k		1.0k	24.91	View chart
Capital One Finl Corp Stock (COF)	0.0	$24k	NEW	100.00	242.36	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$24k	+58%	79.00	301.43	View chart
Alaska Air Group Stock (ALK)	0.0	$24k	+4%	470.00	50.30	View chart
Colgate Palmolive Stock (CL)	0.0	$24k		297.00	79.02	View chart
Ww Grainger Stock (GWW)	0.0	$23k		23.00	1009.04	View chart
Global X Uranium Etf Etf (URA)	0.0	$23k	+1428%	535.00	42.73	View chart
Johnson & Johnson Stock (JNJ)	0.0	$23k		110.00	206.95	View chart
Home Depot Stock (HD)	0.0	$22k		63.00	344.10	View chart
Best Buy Stock (BBY)	0.0	$21k		316.00	66.93	View chart
Corcept Therapeutics Stock (CORT)	0.0	$21k		600.00	34.80	View chart
Aehr Test Sys Stock (AEHR)	0.0	$20k		1.0k	20.19	View chart
Target Corp Stock (TGT)	0.0	$20k		200.00	97.75	View chart
Honeywell Intl Stock (HON)	0.0	$20k		100.00	195.09	View chart
Paccar Stock (PCAR)	0.0	$18k		168.00	109.51	View chart
Ionq Stock (IONQ)	0.0	$18k	+17%	410.00	44.87	View chart
Pvh Corporation Stock (PVH)	0.0	$18k		273.00	67.02	View chart
Canadian Natl Ry Stock (CNI)	0.0	$16k		160.00	98.85	View chart
Toast Inc Cl A Stock (TOST)	0.0	$15k	+48%	415.00	35.51	View chart
Nuveen Mun Value Cef (NUV)	0.0	$14k		1.6k	9.06	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.0	$14k		20.00	681.90	View chart
Bigbear Ai Hldgs Stock (BBAI)	0.0	$14k		2.5k	5.40	View chart
Fiserv Stock (FI)	0.0	$13k	-97%	199.00	67.17	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$13k		28.00	468.75	View chart
Intel Corp Stock (INTC)	0.0	$13k		350.00	36.90	View chart
Healthpeak Properties Reit (DOC)	0.0	$13k		800.00	16.08	View chart
Sprott Asset Management Lp Physical Silver Cef (PSLV)	0.0	$12k	NEW	500.00	23.65	View chart
Fortinet Stock (FTNT)	0.0	$12k	-20%	146.00	79.41	View chart
3M Stock (MMM)	0.0	$11k		71.00	160.10	View chart
Block Inc Cl A Stock (XYZ)	0.0	$9.8k		150.00	65.09	View chart
Itron Stock (ITRI)	0.0	$9.3k		100.00	92.86	View chart
Disney Walt Stock (DIS)	0.0	$9.1k	+14%	80.00	113.78	View chart
Procter & Gamble Stock (PG)	0.0	$9.0k		63.00	143.32	View chart
Paypal Hldgs Stock (PYPL)	0.0	$8.8k		150.00	58.38	View chart
Lithium Amers Corp Stock (LAC)	0.0	$8.7k		2.0k	4.36	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$8.6k		160.00	54.02	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$8.4k		70.00	120.34	View chart
Fidelity Electric Vehicles And Future Transportation Etf Etf (FDRV)	0.0	$8.2k		500.00	16.38	View chart
Universal Health Rlty Income T Sh Ben Int Reit (UHT)	0.0	$7.8k		200.00	39.21	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.0	$7.5k		53.00	141.49	View chart
Cubesmart Reit (CUBE)	0.0	$7.2k		200.00	36.05	View chart
Extra Space Storage Reit (EXR)	0.0	$7.2k		55.00	130.22	View chart
On Hldg Ag Namen Akt A Stock (ONON)	0.0	$7.0k	-70%	150.00	46.48	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.0	$6.9k		70.00	99.19	View chart
Bitmine Immersion Tecnologies Stock (BMNR)	0.0	$6.4k	+90%	234.00	27.15	View chart
Ishares Cybersecurity & Tech Etf Etf (IHAK)	0.0	$6.2k	+18%	129.00	48.13	View chart
Vanguard Utilities Etf Etf (VPU)	0.0	$5.8k		31.00	187.00	View chart
Hancock John Prem Divid Fd Com Sh Ben Int Cef (PDT)	0.0	$5.7k		449.00	12.70	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$5.5k		25.00	219.72	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$5.4k		15.00	362.73	View chart
Ford Mtr Stock (F)	0.0	$4.3k		329.00	13.12	View chart
Goldman Sachs Physical Gold Etf Etf (AAAU)	0.0	$4.2k		98.00	42.55	View chart
Vanguard Russell 3000 Etf Etf (VTHR)	0.0	$3.9k		13.00	303.77	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$3.8k		6.00	627.17	View chart
Crispr Therapeutics Ag Namen Akt Stock (CRSP)	0.0	$3.7k		70.00	52.44	View chart
Blackrock Muniyield Quality Cef (MQT)	0.0	$3.5k		350.00	10.05	View chart
Sony Group Corp Adr (SONY)	0.0	$3.2k		125.00	25.60	View chart
Blackrock Corpor Hi Yld Cef (HYT)	0.0	$2.7k		307.00	8.90	View chart
Putnam Premier Income Tr Sh Ben Int Cef (PPT)	0.0	$2.5k		708.00	3.54	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$2.5k	+56%	25.00	99.88	View chart
Saba Capital Income & Opportun Cef (SABA)	0.0	$2.5k		300.00	8.25	View chart
Idacorp Stock (IDA)	0.0	$2.4k	-78%	19.00	126.58	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.0	$2.2k		18.00	121.61	View chart
Dentsply Sirona Stock (XRAY)	0.0	$2.1k		181.00	11.43	View chart
Ge Aerospace Stock (GE)	0.0	$1.8k		6.00	308.00	View chart
Clough Global Divid & Income F Cef (GLV)	0.0	$1.8k		300.00	5.97	View chart
Telefonica Brasil Sa Adr (VIV)	0.0	$1.8k		150.00	11.86	View chart
Vanguard Communication Services Etf Etf (VOX)	0.0	$1.7k		9.00	193.67	View chart
Church & Dwight Stock (CHD)	0.0	$1.7k		20.00	83.85	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$1.7k		5.00	335.20	View chart
Sfl Corporation Stock (SFL)	0.0	$1.6k		200.00	7.81	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.0	$1.4k		16.00	90.00	View chart
Fox Corp Cl B Stock (FOX)	0.0	$1.3k		20.00	64.95	View chart
Emergent Biosolutions Stock (EBS)	0.0	$1.2k		100.00	12.36	View chart
Solstice Advanced Matls Stock (SOLS)	0.0	$1.2k	NEW	25.00	48.60	View chart
Charles Riv Labs Intl Stock (CRL)	0.0	$1.2k	-81%	6.00	199.50	View chart
Vaneck Steel Etf Etf (SLX)	0.0	$1.2k		14.00	84.86	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.0	$1.1k		4.00	279.25	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$1.1k		5.00	219.80	View chart
Takeda Pharmaceutical Adr (TAK)	0.0	$1.1k		70.00	15.59	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$1.1k		16.00	66.00	View chart
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL)	0.0	$980.999500		13.00	75.46	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$972.999500		11.00	88.45	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$961.000000		2.00	480.50	View chart
Prothena Corp Stock (PRTA)	0.0	$955.000000		100.00	9.55	View chart
Ishares U.s. Healthcare Etf Etf (IYH)	0.0	$780.999600		12.00	65.08	View chart
Ge Vernova Stock (GEV)	0.0	$654.000000		1.00	654.00	View chart
Spotify Technology S A Stock (SPOT)	0.0	$581.000000		1.00	581.00	View chart
Crocs Stock (CROX)	0.0	$257.000100		3.00	85.67	View chart
Immunitybio Stock (IBRX)	0.0	$231.999300		117.00	1.98	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$164.000000		2.00	82.00	View chart
Lucid Group Stock (LCID)	0.0	$73.999800	+250%	7.00	10.57	View chart

Past Filings by Gould Capital

SEC 13F filings are viewable for Gould Capital going back to 2021

Gould Capital 2025 Q4 filed Feb. 13, 2026
Gould Capital 2025 Q3 filed Nov. 17, 2025
Gould Capital 2025 Q2 filed Aug. 14, 2025
Gould Capital 2025 Q1 filed May 14, 2025
Gould Capital 2024 Q4 filed Feb. 21, 2025
Gould Capital 2024 Q3 filed Nov. 18, 2024
Gould Capital 2024 Q2 filed Aug. 15, 2024
Gould Capital 2024 Q1 filed May 13, 2024
Gould Capital 2023 Q4 filed Feb. 15, 2024
Gould Capital 2023 Q3 filed Nov. 9, 2023
Gould Capital 2023 Q2 restated filed Aug. 25, 2023
Gould Capital 2023 Q2 filed Aug. 14, 2023
Gould Capital 2023 Q1 filed May 16, 2023
Gould Capital 2022 Q4 filed Feb. 14, 2023
Gould Capital 2022 Q3 filed Nov. 23, 2022
Gould Capital 2022 Q2 filed Aug. 3, 2022

View all past filings

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