Gould Capital

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

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Positions held by Gould Capital consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Gould Capital

Gould Capital holds 204 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Ftse Developed Markets Etf Etf (VEA) 10.0 $17M +7% 259k 64.08
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Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 9.1 $15M +19% 127k 118.60
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Vanguard Total Bond Market Etf Etf (BND) 9.0 $15M +18% 202k 73.64
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Vanguard Total International Bond Etf Etf (BNDX) 5.0 $8.3M +11% 173k 48.05
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Vanguard Ftse Emerging Markets Etf Etf (VWO) 4.3 $7.1M +6% 131k 54.05
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Spdr Gold Shares Etf (GLD) 3.3 $5.4M -14% 13k 430.29
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Apple Stock (AAPL) 3.0 $5.0M 20k 253.79
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Verizon Communications Stock (VZ) 2.4 $4.0M +3% 80k 50.20
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Costco Wholesale Corporation Stock (COST) 2.4 $3.9M +10% 4.0k 996.49
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Microsoft Corp Stock (MSFT) 2.3 $3.8M 10k 370.18
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Kinder Morgan Inc Del Stock (KMI) 2.3 $3.8M NEW 112k 33.53
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Merck & Co Stock (MRK) 2.1 $3.5M -8% 29k 120.29
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Caterpillar Stock (CAT) 2.1 $3.5M -37% 4.9k 708.40
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Coca Cola Stock (KO) 2.0 $3.4M -6% 44k 76.05
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Union Pac Corp Stock (UNP) 2.0 $3.3M +3% 14k 242.62
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 2.0 $3.3M -2% 6.9k 479.20
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Starbucks Corp Stock (SBUX) 2.0 $3.3M +3% 36k 89.59
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State Street Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN) 2.0 $3.2M +9% 105k 30.78
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Aes Corp Stock (AES) 1.9 $3.2M -7% 228k 14.09
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Aflac Stock (AFL) 1.9 $3.2M 29k 109.71
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Public Storage Oper Reit (PSA) 1.9 $3.1M +7% 11k 270.87
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Jpmorgan Chase & Co Stock (JPM) 1.8 $3.0M NEW 10k 294.16
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Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.7 $2.8M -36% 9.8k 286.87
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State Street Spdr Portfolio S&p 500 Etf Etf (SPYM) 1.5 $2.4M +11% 32k 76.54
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Nuveen Amt Free Mun Cr Cef (NVG) 1.4 $2.4M +11% 191k 12.33
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Dell Technologies Inc Cl C Stock (DELL) 1.2 $2.0M +9% 12k 164.13
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Nvidia Corporation Stock (NVDA) 1.2 $2.0M -14% 12k 174.40
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Devon Energy Corp Stock (DVN) 1.2 $1.9M +19% 38k 50.32
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Quanta Svcs Stock (PWR) 1.1 $1.9M -11% 3.4k 549.02
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Amazon Stock (AMZN) 1.1 $1.9M +6% 9.1k 208.27
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Netflix Stock (NFLX) 1.1 $1.7M +17% 18k 96.15
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Lam Research Corp Stock (LRCX) 1.0 $1.7M -50% 7.9k 213.66
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Gilead Sciences Stock (GILD) 1.0 $1.7M -9% 12k 139.37
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T-mobile Us Stock (TMUS) 1.0 $1.6M +79% 7.6k 210.03
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Meta Platforms Inc Cl A Stock (META) 0.9 $1.5M +17% 2.6k 572.13
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Visa Inc Com Cl A Stock (V) 0.9 $1.4M +12% 4.7k 302.24
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Rambus Inc Del Stock (RMBS) 0.8 $1.4M -14% 16k 86.03
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Apollo Global Mgmt Stock (APO) 0.7 $1.2M +20% 11k 111.42
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Veeva Sys Inc Cl A Stock (VEEV) 0.7 $1.2M +47% 6.6k 175.66
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Rocket Cos Inc Com Cl A Stock (RKT) 0.7 $1.1M -17% 79k 14.25
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Ishares Bitcoin Trust Etf Etf (IBIT) 0.6 $993k +47% 26k 38.42
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Nuveen Mun Cr Income Fd Com Sh Ben Int Cef (NZF) 0.5 $848k -4% 70k 12.18
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Vanguard Total World Bond Etf Etf (BNDW) 0.4 $652k +7% 9.5k 68.35
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Columbia Bkg Sys Stock (COLB) 0.4 $637k 23k 27.43
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Ishares Gold Trust Etf (IAU) 0.2 $384k -4% 4.4k 88.16
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Ishares Core 80/20 Aggressive Allocation Etf Etf (AOA) 0.2 $333k -5% 3.8k 88.49
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Nuveen Quality Muncp Income Cef (NAD) 0.2 $330k -2% 29k 11.50
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Vanguard Total International Stock Etf Etf (VXUS) 0.2 $301k +4% 3.9k 77.11
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Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.1 $239k -3% 832.00 287.56
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Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.1 $180k 1.9k 95.62
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Tesla Stock (TSLA) 0.1 $154k +13% 413.00 371.75
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Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM) 0.1 $151k +40% 1.6k 92.69
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Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV) 0.1 $150k -95% 1.4k 110.39
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Ishares Global Clean Energy Etf Etf (ICLN) 0.1 $149k -7% 8.2k 18.29
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Rocket Lab Corp Stock (RKLB) 0.1 $143k +11% 2.2k 64.22
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Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG) 0.1 $135k +41% 2.8k 47.55
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Annaly Capital Management Reit (NLY) 0.1 $127k +167% 6.0k 21.15
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Vanguard Core Tax-exempt Bond Etf Etf (VCRM) 0.1 $124k 1.7k 75.15
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State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.1 $124k NEW 2.7k 45.65
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International Business Machs Stock (IBM) 0.1 $121k 500.00 242.39
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Diversified Healthcare Tr Com Sh Ben Int Reit (DHC) 0.1 $119k 18k 6.64
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Banner Corp Stock (BANR) 0.1 $117k 1.9k 60.68
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Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.1 $117k +52% 4.7k 25.06
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Ishares National Muni Bond Etf Etf (MUB) 0.1 $114k +49% 1.1k 106.15
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Eaton Vance Tax Mnged Buy Writ Cef (ETB) 0.1 $108k 7.5k 14.42
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Rivian Automotive Inc Com Cl A Stock (RIVN) 0.1 $106k 7.0k 15.05
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Ishares Russell 3000 Etf Etf (IWV) 0.1 $88k 238.00 370.68
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Ishares Esg Aware Msci Em Etf Etf (ESGE) 0.0 $82k -8% 1.8k 45.47
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Nextera Energy Stock (NEE) 0.0 $75k +3% 802.00 92.88
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Nordic American Tankers Limite Stock (NAT) 0.0 $74k 13k 5.86
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Invesco Nasdaq 100 Etf Etf (QQQM) 0.0 $73k +8% 306.00 237.76
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Medpace Hldgs Stock (MEDP) 0.0 $72k 150.00 480.19
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Oracle Corp Stock (ORCL) 0.0 $71k 480.00 147.11
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Blackrock Muniyield Quality Cef (MYI) 0.0 $67k 6.4k 10.51
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State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.0 $59k NEW 1.3k 46.91
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Schwab Charles Corp Stock (SCHW) 0.0 $56k 600.00 93.98
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Eversource Energy Stock (ES) 0.0 $55k 800.00 69.28
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Weyerhaeuser Reit (WY) 0.0 $52k 2.1k 24.43
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Banco Santander Sa Adr (SAN) 0.0 $51k -32% 4.5k 11.28
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Vanguard Short-term Tax Exempt Bond Etf Etf (VTES) 0.0 $51k 500.00 101.14
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Owens Corning Stock (OC) 0.0 $49k +87% 449.00 108.22
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Ishares S&p Gsci Commodity Indexed Trust Etf (GSG) 0.0 $48k 1.5k 32.25
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Boeing Stock (BA) 0.0 $48k 243.00 199.03
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Ecolab Stock (ECL) 0.0 $48k +13% 180.00 266.02
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Ishares Esg Aware 80/20 Aggressive Allocation Etf Etf (EAOA) 0.0 $48k 1.2k 40.54
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Agilent Technologies Stock (A) 0.0 $47k +54% 409.00 113.98
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Coinbase Global Inc Com Cl A Stock (COIN) 0.0 $45k 255.00 174.61
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Williams Cos Stock (WMB) 0.0 $44k 600.00 72.78
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Axon Enterprise Stock (AXON) 0.0 $43k 100.00 424.69
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Enphase Energy Stock (ENPH) 0.0 $42k -21% 1.1k 37.81
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Dutch Bros Inc Cl A Stock (BROS) 0.0 $41k 806.00 50.66
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Corcept Therapeutics Stock (CORT) 0.0 $40k +66% 1.0k 40.31
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Glacier Bancorp Stock (GBCI) 0.0 $38k 855.00 44.67
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Aehr Test Sys Stock (AEHR) 0.0 $37k 1.0k 37.08
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Quest Diagnostics Stock (DGX) 0.0 $37k +10% 189.00 195.98
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Principal Financial Group Stock (PFG) 0.0 $37k NEW 408.00 90.11
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Ishares Semiconductor Etf Etf (SOXX) 0.0 $36k +39% 110.00 328.90
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Prologis Reit (PLD) 0.0 $36k +21% 272.00 132.18
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Ataibeckley Stock (ATAI) 0.0 $35k 10k 3.54
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Colgate Palmolive Stock (CL) 0.0 $35k +38% 412.00 85.23
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Cummins Stock (CMI) 0.0 $35k -7% 65.00 538.02
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Micron Technology Stock (MU) 0.0 $34k -77% 100.00 337.84
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Nike Inc Cl B Stock (NKE) 0.0 $33k 633.00 52.83
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Home Depot Stock (HD) 0.0 $33k +58% 100.00 328.89
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Ishares Core 60/40 Balanced Allocation Etf Etf (AOR) 0.0 $32k -77% 500.00 64.35
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Lululemon Athletica Stock (LULU) 0.0 $32k NEW 206.00 153.10
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Eaton Vance Floating Rate Cef (EFT) 0.0 $31k 2.9k 10.73
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Invesco Qqq Trust Series I Etf (QQQ) 0.0 $30k 51.00 580.20
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F5 Stock (FFIV) 0.0 $29k 100.00 289.33
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Generac Hldgs Stock (GNRC) 0.0 $29k -58% 148.00 195.33
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Pfizer Stock (PFE) 0.0 $28k 1.0k 28.09
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Capital One Finl Corp Stock (COF) 0.0 $27k +50% 150.00 182.43
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Reddit Inc Cl A Stock (RDDT) 0.0 $27k 200.00 134.65
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Johnson & Johnson Stock (JNJ) 0.0 $27k 110.00 244.44
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Global X Uranium Etf Etf (URA) 0.0 $26k 535.00 48.43
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State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB) 0.0 $26k -30% 1.0k 25.62
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Uber Technologies Stock (UBER) 0.0 $25k 345.00 71.93
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Target Corp Stock (TGT) 0.0 $24k 200.00 121.20
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Honeywell Intl Stock (HON) 0.0 $23k 100.00 226.03
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Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.0 $20k 165.00 118.62
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Paccar Stock (PCAR) 0.0 $19k 168.00 115.50
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Airbnb Inc Com Cl A Stock (ABNB) 0.0 $19k -25% 150.00 126.28
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Archer Aviation Inc Com Cl A Stock (ACHR) 0.0 $18k 3.6k 5.17
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Alaska Air Group Stock (ALK) 0.0 $17k 470.00 36.78
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Canadian Natl Ry Stock (CNI) 0.0 $16k 160.00 102.77
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Intel Corp Stock (INTC) 0.0 $15k 350.00 44.13
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Healthpeak Properties Reit (DOC) 0.0 $13k 800.00 16.43
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State Street Spdr S&p 500 Etf Etf (SPY) 0.0 $13k 20.00 650.35
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Sprott Asset Management Lp Physical Silver Cef (PSLV) 0.0 $12k 500.00 24.39
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Fortinet Stock (FTNT) 0.0 $12k 146.00 81.72
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Exxon Mobil Corp Stock (XOM) 0.0 $12k 70.00 169.66
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Ionq Stock (IONQ) 0.0 $12k 410.00 28.83
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Toast Inc Cl A Stock (TOST) 0.0 $11k 415.00 26.51
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Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $11k 28.00 390.39
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3M Stock (MMM) 0.0 $10k 71.00 145.23
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Bristol-myers Squibb Stock (BMY) 0.0 $9.7k 160.00 60.74
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Procter & Gamble Stock (PG) 0.0 $9.1k 63.00 144.44
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Block Inc Cl A Stock (XYZ) 0.0 $9.0k 150.00 60.18
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Itron Stock (ITRI) 0.0 $9.0k 100.00 89.63
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Bigbear Ai Hldgs Stock (BBAI) 0.0 $8.8k 2.5k 3.52
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Fidelity Electric Vehicles And Future Transportation Etf Etf (FDRV) 0.0 $8.2k 500.00 16.45
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Universal Health Rlty Income Sh Ben Int Reit (UHT) 0.0 $8.1k 200.00 40.47
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Lithium Amers Corp Stock (LAC) 0.0 $7.9k 2.0k 3.95
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Ishares Msci Acwi Etf Etf (ACWI) 0.0 $7.3k 53.00 138.38
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Cubesmart Reit (CUBE) 0.0 $7.3k 200.00 36.65
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Extra Space Storage Reit (EXR) 0.0 $7.2k 55.00 131.13
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United Parcel Svcs Inc Cl B Stock (UPS) 0.0 $6.9k 70.00 98.39
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Paypal Hldgs Stock (PYPL) 0.0 $6.8k 150.00 45.23
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Fiserv Stock (FISV) 0.0 $6.5k -41% 116.00 55.80
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Vanguard Total Stock Market Etf Etf (VTI) 0.0 $6.4k +300% 20.00 320.80
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Ovintiv Stock (OVV) 0.0 $6.4k -99% 108.00 59.36
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Vanguard Utilities Etf Etf (VPU) 0.0 $6.2k +3% 32.00 195.25
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Hancock John Prem Divid Fd Com Sh Ben Int Cef (PDT) 0.0 $5.9k 449.00 13.10
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Vaneck Semiconductor Etf Etf (SMH) 0.0 $5.8k 15.00 386.20
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Waste Mgmt Inc Del Stock (WM) 0.0 $5.7k 25.00 229.80
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Disney Walt Stock (DIS) 0.0 $5.6k -27% 58.00 96.38
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On Hldg Ag Namen Akt A Stock (ONON) 0.0 $5.1k 150.00 34.02
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Bitmine Immersion Techs Stock (BMNR) 0.0 $4.6k 234.00 19.78
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Ishares Cybersecurity & Tech Etf Etf (IHAK) 0.0 $4.5k -19% 104.00 43.66
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Goldman Sachs Physical Gold Etf Etf (AAAU) 0.0 $4.5k 98.00 46.19
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Price T Rowe Group Stock (TROW) 0.0 $3.9k -99% 43.00 90.14
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Ford Mtr Stock (F) 0.0 $3.8k 329.00 11.55
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Vanguard Russell 3000 Etf Etf (VTHR) 0.0 $3.8k 13.00 291.77
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Vanguard S&p 500 Etf Etf (VOO) 0.0 $3.6k 6.00 597.50
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Blackrock Muniyild Qult Cef (MQY) 0.0 $3.4k NEW 308.00 10.98
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Crispr Therapeutics Ag Namen Akt Stock (CRSP) 0.0 $3.3k 70.00 47.57
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Blackrock Corpor Hi Yld Cef (HYT) 0.0 $2.6k 307.00 8.52
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Sony Group Corp Adr (SONY) 0.0 $2.6k 125.00 20.70
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Putnam Premier Income Tr Sh Ben Int Cef (PPT) 0.0 $2.5k 708.00 3.55
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Saba Capital Income & Opportun Cef (SABA) 0.0 $2.5k 300.00 8.32
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Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.0 $2.5k 25.00 99.28
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Oklo Inc Com Cl A Stock (OKLO) 0.0 $2.5k NEW 50.00 49.60
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Joby Aviation Stock (JOBY) 0.0 $2.5k NEW 300.00 8.26
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Ishares Core High Dividend Etf Etf (HDV) 0.0 $2.4k 18.00 135.72
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Telefonica Brasil Sa Adr (VIV) 0.0 $2.4k 150.00 15.91
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Sfl Corporation Stock (SFL) 0.0 $2.2k 200.00 10.79
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Dentsply Sirona Stock (XRAY) 0.0 $2.1k 181.00 11.60
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Church & Dwight Stock (CHD) 0.0 $1.9k 20.00 93.30
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Clough Global Divid & Income F Cef (GLV) 0.0 $1.8k 300.00 5.92
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Ge Aerospace Stock (GE) 0.0 $1.7k 6.00 283.83
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Vanguard Communication Services Etf Etf (VOX) 0.0 $1.6k 9.00 179.89
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Vanguard International High Dividend Yield Etf Etf (VYMI) 0.0 $1.5k 16.00 94.25
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Takeda Pharmaceutical Adr (TAK) 0.0 $1.3k 70.00 18.51
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Vaneck Steel Etf Etf (SLX) 0.0 $1.3k 14.00 91.79
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Ishares Core S&p Mid-cap Etf Etf (IJH) 0.0 $1.1k 16.00 67.50
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Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $1.1k 5.00 215.00
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Fox Corp Cl B Stock (FOX) 0.0 $1.1k 20.00 53.10
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Vanguard Mid-cap Growth Etf Etf (VOT) 0.0 $1.0k 4.00 257.25
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Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL) 0.0 $983.000200 13.00 75.62
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Vanguard Real Estate Etf Etf (VNQ) 0.0 $976.000300 11.00 88.73
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Prothena Corp Stock (PRTA) 0.0 $972.000000 100.00 9.72
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State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.0 $926.000000 2.00 463.00
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Immunitybio Stock (IBRX) 0.0 $897.003900 117.00 7.67
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Ge Vernova Stock (GEV) 0.0 $873.000000 1.00 873.00
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Emergent Biosolutions Stock (EBS) 0.0 $830.000000 100.00 8.30
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Ishares U.s. Healthcare Etf Etf (IYH) 0.0 $740.000400 12.00 61.67
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Ishares Silver Trust Etf (SLV) 0.0 $545.000000 NEW 8.00 68.12
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Defiance Ai & Power Infrastructure Etf Etf (AIPO) 0.0 $499.000000 NEW 20.00 24.95
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Spotify Technology S A Stock (SPOT) 0.0 $485.000000 1.00 485.00
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Proshares Ultra Bitcoin Etf Etf (BITU) 0.0 $466.000000 NEW 40.00 11.65
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Crocs Stock (CROX) 0.0 $249.000000 3.00 83.00
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Ge Healthcare Technologies Stock (GEHC) 0.0 $142.000000 2.00 71.00
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Lucid Group Stock (LCID) 0.0 $66.999800 7.00 9.57
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Ip Strategy Holdings Stock 0.0 $5.999400 NEW 22.00 0.27
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Past Filings by Gould Capital

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

View all past filings