Gould Capital, LLC Portfolio Holdings

Gould Capital, LLC

  • $147 Million
  • Q2 2025

Gould Capital, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $147 Million distributed in 213 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $13.9M, Ishares Barclays 3 7 Yr Treas with a value of $12.7M, Vanguard Bd Index Fd Inc Total with a value of $12.5M, Vanguard Total International B with a value of $7.65M, and Vanguard Ftse Emerging Mkts Et with a value of $6.15M.

Examining the 13F form we can see an increase of $6.11M in the current position value, from $140M to 147M.

Below you can find more details about Gould Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $147 Million
ETFs: $66.8 Million
Technology: $17 Million
Financial Services: $16.7 Million
Communication Services: $10.1 Million
Consumer Cyclical: $8.38 Million
Industrials: $8.17 Million
Real Estate: $5.26 Million
Healthcare: $4.18 Million
Other: $9.98 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.8T
$5.18 Million 3.53% of portfolio
10,413
Q2 2025 Added 0.77%
$3.76T
$4.05 Million 2.76% of portfolio
19,735
Q2 2025 Added 1.45%
$644B
$3.44 Million 2.35% of portfolio
7,077
Q2 2025 Reduced 0.39%
$290B
$3.42 Million 2.34% of portfolio
48,376
Q2 2025 Added 0.58%
$185B
$3.39 Million 2.31% of portfolio
78,336
Q2 2025 Added 0.61%
$228B
$3.32 Million 2.26% of portfolio
8,542
Q2 2025 Added 1.69%
$94.5B
$3.16 Million 2.16% of portfolio
34,520
Q2 2025 Added 2.58%
$51.3B
$3.14 Million 2.14% of portfolio
10,715
Q2 2025 Added 1.07%
$69B
$3.12 Million 2.13% of portfolio
29,623
Q2 2025 Added 1.6%
$92B
$3.08 Million 2.1% of portfolio
43,413
Q2 2025 Added 2.81%
$132B
$3.04 Million 2.07% of portfolio
13,212
Q2 2025 Added 2.18%
$23.8B
$3 Million 2.04% of portfolio
31,038
Q2 2025 Added 2.39%
$1.47T
$2.83 Million 1.93% of portfolio
15,956
Q2 2025 Added 3.21%
$8.6B
$2.67 Million 1.82% of portfolio
253,531
Q2 2025 Added 3.16%
$210B
$2.45 Million 1.67% of portfolio
30,920
Q2 2025 Added 3.71%
$1.86B
$2.25 Million 1.54% of portfolio
51,122
Q2 2025 Added 5.68%
$529B
$2.07 Million 1.42% of portfolio
1,549
Q2 2025 Reduced 1.27%
$0
$2.06 Million 1.41% of portfolio
172,692
Q2 2025 Added 2.08%
$1.21B
$1.89 Million 1.29% of portfolio
169,176
Q2 2025 Reduced 1.32%
$2.32T
$1.78 Million 1.22% of portfolio
8,131
Q2 2025 Added 0.21%
$1.69T
$1.6 Million 1.09% of portfolio
2,171
Q2 2025 Reduced 0.23%
$144B
$1.48 Million 1.01% of portfolio
13,327
Q2 2025 Reduced 1.8%
$555B
$1.43 Million 0.97% of portfolio
4,017
Q2 2025 Reduced 1.45%
$54.7B
$1.4 Million 0.96% of portfolio
3,708
Q2 2025 Reduced 1.28%
$32.4B
$1.28 Million 0.88% of portfolio
10,470
Q2 2025 Reduced 0.18%
$82.8B
$1.16 Million 0.79% of portfolio
8,149
Q2 2025 Added 0.2%
$9.51B
$1.11 Million 0.76% of portfolio
17,392
Q2 2025 Added 1.83%
$62.8B
$1 Million 0.68% of portfolio
9,459
Q2 2025 Added 0.33%
$22.8B
$945,000 0.64% of portfolio
29,723
Q2 2025 Added 2.39%
$0
$901,000 0.61% of portfolio
75,615
Q2 2025 Reduced 0.93%
$79.5B
$773,000 0.53% of portfolio
6,182
Q2 2025 Added 0.13%
$5.11B
$747,000 0.51% of portfolio
18,863
Q2 2025 Added 2.63%
$2.05B
$543,000 0.37% of portfolio
23,248
Q4 2021 New
$0
$341,000 0.23% of portfolio
30,263
Q2 2025 Reduced 1.35%
$428B
$326,000 0.22% of portfolio
330
Q1 2025 Added 29.41%
$86.1B
$185,000 0.13% of portfolio
2,035
Q2 2025 Reduced 14.28%
$1.44T
$163,000 0.11% of portfolio
926
Q2 2025 Added 4.51%
$227B
$147,000 0.1% of portfolio
500
Q4 2024 Reduced 30.65%
$2.26B
$124,000 0.08% of portfolio
1,933
Q4 2021 New
$1.06B
$111,000 0.08% of portfolio
31,181
Q2 2025 Added 0.33%
$788B
$104,000 0.07% of portfolio
480
Q2 2025 Reduced 6.07%
$0
$107,000 0.07% of portfolio
7,426
Q2 2025 Added 16.89%
$11.9B
$96,000 0.07% of portfolio
7,025
Q4 2024 Added 87.58%
$45.8B
$93,000 0.06% of portfolio
267
Q4 2024 Reduced 15.77%
$53.7B
$82,000 0.06% of portfolio
100
Q4 2021 New
$1.16B
$68,000 0.05% of portfolio
3,685
Q2 2025 Added 1.66%
$0
$66,000 0.05% of portfolio
6,350
Q4 2021 New
$171B
$69,000 0.05% of portfolio
565
Q2 2025 Reduced 5.99%
$1.25T
$73,000 0.05% of portfolio
230
Q1 2025 Added 37.72%

Summary

  • Portfolio
  • No. of Stocks 213
  • Current Value $147 Million
  • Prior Value $140 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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