Gould Capital, LLC

Q3 2026 13F-HR Holdings

Location
Tacoma, WA
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
206
Total value ($000)
$177,258
Net value change ($000)
-2,172 (-1.2%)
New positions
9
Sold out positions
20
Turnover %
7.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
ACN 2,916 NEW
MSFT 1,640 36.0%
EME 1,624 NEW
MTDR 1,604 NEW
MCK 1,487 NEW
HLMN 1,153 NEW
AAPL 763 13.3%
IBIT 634 42.4%
MRK 411 10.9%
FLOT 403 NEW
Top Reduces (Value $000, Stocks/ETFs)
COST -3,127 -86.9%
RMBS -2,087 -100.0%
DVN -1,595 -99.7%
NBIX -1,583 -100.0%
META -1,290 -86.6%
CAT -829 -23.2%
RKT -608 -27.2%
LRCX -497 -21.8%
BND -493 -3.2%
SPYM -439 -15.3%
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