Gould Capital, LLC

Q2 2026 13F-HR Holdings

Location
Tacoma, WA
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
217
Total value ($000)
$179,430
Net value change ($000)
+14,165 (8.6%)
New positions
19
Sold out positions
6
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VEA 1,962 11.8%
NBIX 1,583 NEW
RKT 1,115 99.4%
VWO 794 11.2%
MSFT 786 20.8%
AAPL 765 15.3%
RMBS 731 53.9%
GOOGL 679 24.3%
BNDX 604 7.3%
LRCX 580 34.2%
Top Reduces (Value $000, Stocks/ETFs)
GLD -714 -13.2%
NFLX -434 -25.0%
BNDW -430 -66.0%
COST -347 -8.8%
DVN -324 -16.8%
DELL -224 -11.1%
KMI -167 -4.4%
GILD -146 -8.6%
PWR -123 -6.5%
NAT -73 -98.6%
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