Gould Capital, LLC

Q4 2025 13F-HR Holdings

Location
Tacoma, WA
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
201
Total value ($000)
$162,269
Net value change ($000)
+724 (0.4%)
New positions
7
Sold out positions
19
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/17/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
COST 2,330 309.4%
VEEV 999 NEW
GOOGL 937 24.1%
SPYM 785 52.2%
MRK 653 24.4%
CAT 533 13.4%
GLD 515 9.7%
VEA 514 3.5%
LRCX 507 22.5%
BNDW 501 463.9%
Top Reduces (Value $000, Stocks/ETFs)
NKE -2,995 -98.7%
ENPH -1,245 -96.5%
FISV -847 -98.5%
SHY -788 -100.0%
MSFT -422 -8.0%
NFLX -388 -21.2%
PSA -384 -12.3%
VZ -286 -8.3%
BNDX -253 -3.3%
SHV -219 -5.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type