Gould Capital

Gould Capital as of March 31, 2026

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