Gould Capital, LLC

Q1 2026 13F-HR Holdings

Location
Tacoma, WA
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
204
Total value ($000)
$165,265
Net value change ($000)
+2,996 (1.8%)
New positions
13
Sold out positions
10
Turnover %
4.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
KMI 3,758 NEW
JPM 2,999 NEW
IEI 2,341 18.5%
BND 2,270 18.0%
VEA 1,559 10.4%
COST 863 28.0%
VZ 854 27.0%
BNDX 833 11.1%
DVN 752 64.2%
TMUS 741 85.8%
Top Reduces (Value $000, Stocks/ETFs)
SHV -3,517 -95.9%
TROW -3,112 -99.9%
OVV -2,409 -99.8%
GOOGL -2,025 -42.0%
MSFT -1,109 -22.7%
LRCX -1,069 -38.7%
CAT -1,035 -22.9%
RKT -720 -39.1%
NVDA -513 -20.3%
AAPL -412 -7.6%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type