Gould Capital, LLC reported 146 positions worth $100.41M for the quarter ended Jun 30, 2026, up 10.5% on the prior quarter. It opened 13 new positions, added to 38, trimmed 19 and exited 3. Its largest holding is Apple Inc. at 5.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NBIX Neurocrine Biosciences Inc | +9,390 | – | $1.58M | 1.58% |
| RKT Rocket Companies, Inc. | +63.3K | +80.4% | $996.82K | 2.23% |
| MSFT Microsoft Corp | +2,029 | +19.9% | $756.88K | 4.54% |
| IBIT iShares Bitcoin Trust ETF | +19.1K | +74.0% | $636.34K | 1.49% |
| VZ Verizon Communications Inc | +13.4K | +16.7% | $565.45K | 3.94% |
| VEEV Veeva Systems Inc | +2,605 | +39.6% | $462.31K | 1.62% |
| TMUS T-Mobile US, Inc. | +1,623 | +21.2% | $272.23K | 1.55% |
| NLY Annaly Capital Management Inc | +5,653 | +94.0% | $126.40K | 0.26% |
| THG Hanover Insurance Group, Inc. | +409 | – | $87.58K | 0.087% |
| BRK-B Berkshire Hathaway Inc | +168 | +2.4% | $84.07K | 3.51% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| DELL Dell Technologies Inc. | -8,123 | -66.2% | $3.50M | 1.78% |
| CAT Caterpillar Inc | -1,566 | -31.8% | $1.67M | 3.56% |
| LRCX Lam Research Corp | -2,684 | -33.8% | $1.16M | 2.27% |
| PWR Quanta Services, Inc. | -990 | -28.7% | $712.84K | 1.76% |
| COST Costco Wholesale Corp | -113 | -2.9% | $105.71K | 3.58% |
| NAT NORDIC AMERICAN TANKERS Ltd | -12.5K | -98.4% | $69.25K | <0.01% |
| GLDM World Gold Trust | -339 | -20.9% | $26.92K | 0.102% |
| GNRC Generac Holdings Inc. | -88 | -59.5% | $25.77K | 0.017% |
| FTNT Fortinet, Inc. | -110 | -75.3% | $16.90K | <0.01% |
| NVDA Nvidia Corp | -78 | -0.7% | $15.61K | 2.28% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| NBIX Neurocrine Biosciences Inc | +9,390 | $1.58M | 1.58% |
| THG Hanover Insurance Group, Inc. | +409 | $87.58K | 0.087% |
| SPCX Space Exploration Technologies Corp | +135 | $23.07K | 0.023% |
| AMAL Amalgamated Financial Corp. | +500 | $22.95K | 0.023% |
| CRDO Credo Technology Group Holding Ltd | +49 | $13.33K | 0.013% |
| ZM Zoom Communications, Inc. | +154 | $13.29K | 0.013% |
| HONA Honeywell Aerospace Inc. | +50 | $11.05K | 0.011% |
| NBIS Nebius Group N.V. | +40 | $11.05K | 0.011% |
| ASTS AST SpaceMobile, Inc. | +100 | $8.89K | <0.01% |
| PLTR Palantir Technologies Inc. | +50 | $5.83K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 19.9K | $5.75M | 5.73% | +226 | +1.1% | Added | 0% |
| 2 | GLD Spdr Gold Trust | Financial Services | 12.8K | $4.70M | 4.68% | +177 | +1.4% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 12.2K | $4.56M | 4.54% | +2,029 | +19.9% | Added | 0% |
| 4 | VZ Verizon Communications Inc | Communication Services | 93.4K | $3.96M | 3.94% | +13.4K | +16.7% | Added | 0% |
| 5 | UNP Union Pacific Corp | Industrials | 13.8K | $3.76M | 3.75% | +31 | +0.2% | Added | 0% |
| 6 | MRK Merck & Co., Inc. | Healthcare | 29.3K | $3.76M | 3.75% | +229 | +0.8% | Added | 0% |
| 7 | SBUX Starbucks Corp | Consumer Discretionary | 36.5K | $3.73M | 3.71% | +88 | +0.2% | Added | 0% |
| 8 | PSA Public Storage | Real Estate | 11.4K | $3.63M | 3.62% | +120 | +1.1% | Added | 0.01% |
| 9 | KO Coca Cola Co | Consumer Staples | 44.4K | $3.61M | 3.59% | +137 | +0.3% | Added | 0% |
| 10 | COST Costco Wholesale Corp | Consumer Staples | 3,847 | $3.60M | 3.58% | -113 | -2.9% | Reduced | 0% |
| 11 | KMI Kinder Morgan, Inc. | Energy | 112.3K | $3.59M | 3.58% | +240 | +0.2% | Added | 0.01% |
| 12 | CAT Caterpillar Inc | Industrials | 3,353 | $3.57M | 3.56% | -1,566 | -31.8% | Reduced | 0% |
| 13 | BRK-B Berkshire Hathaway Inc | Financial Services | 7,037 | $3.52M | 3.51% | +168 | +2.4% | Added | 0% |
| 14 | GOOG Alphabet Inc. | Technology | 9,839 | $3.48M | 3.46% | +85 | +0.9% | Added | 0% |
| 15 | AFL Aflac Inc | Financial Services | 29.4K | $3.45M | 3.44% | +355 | +1.2% | Added | 0.01% |
Tip. Select a row to see that position’s full history at Gould Capital.
As of its Q2 2026 13F filing, Gould Capital, LLC’s five largest positions were Apple Inc. (AAPL) at 5.7%, Spdr Gold Trust (GLD) at 4.7%, Microsoft Corp (MSFT) at 4.5%, Verizon Communications Inc (VZ) at 3.9%, Union Pacific Corp (UNP) at 3.7% of the reported portfolio.
Gould Capital, LLC reported a 13F portfolio worth $100.41M across 146 positions for Q2 2026. That is up 10.5% from the previous quarter.
Its largest purchases by value were Neurocrine Biosciences Inc ($1.58M), Rocket Companies, Inc. ($996.82K), Microsoft Corp ($756.88K). It opened 13 new positions.
Its largest sales by value were Dell Technologies Inc. ($3.50M), Caterpillar Inc ($1.67M), Lam Research Corp ($1.16M). It exited 3 positions entirely.
From the Form 13F-HR reports Gould Capital, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.