Gould Capital, LLC Portfolio Holdings

Gould Capital, LLC

  • $140 Million
  • Q1 2025

Gould Capital, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $140 Million distributed in 215 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 3 7 Yr Treas with a value of $12.6M, Vanguard Bd Index Fd Inc Total with a value of $12.4M, Vanguard Ftse Developed Market with a value of $12.4M, Vanguard Total International B with a value of $7.54M, and Vanguard Ftse Emerging Mkts Et with a value of $5.64M.

Examining the 13F form we can see an decrease of $246K in the current position value, from $141M to 140M.

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

Portfolio value $140 Million
ETFs: $64.5 Million
Financial Services: $17 Million
Technology: $14.9 Million
Communication Services: $8.82 Million
Consumer Cyclical: $7.85 Million
Industrials: $7.18 Million
Real Estate: $4.95 Million
Healthcare: $4.47 Million
Other: $10.8 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$270M
$13,000 0.01% of portfolio
10,000
Q4 2024 Added 100.0%
$274M
$0 0.0% of portfolio
100
Q2 2023 New
$173M
$0 0.0% of portfolio
75
Q4 2021 New

Summary

  • Portfolio
  • No. of Stocks 215
  • Current Value $140 Million
  • Prior Value $141 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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