Portfolio (Quarterly) Guide ↗

Gouws Capital LLC

· CIK 0001908828

13F Portfolio $189M AUM 58 positions Filed May 12, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 4 New 14 Added 17 Reduced

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	V	VISA INC	Financial Services	33,096.0	$10.0M	5.30%	+365.0	+1.1%	$302.24	+25.5%
2	AMZN	AMAZON COM INC	Consumer Cyclical	43,270.0	$9.0M	4.77%	+1K	+2.6%	$208.27	+22.6%
3	DE	DEERE & CO	Industrials	14,667.0	$8.3M	4.37%	+97.0	+0.7%	$563.30	+22.0%
4	NEE	NEXTERA ENERGY INC	Utilities	83,494.0	$7.8M	4.11%	+915.0	+1.1%	$92.88	-10.8%
5	SYK	STRYKER CORPORATION	Healthcare	21,556.0	$7.1M	3.75%	+267.0	+1.2%	$328.59	-3.2%
6	TER	TERADYNE INC	Technology	15,863.0	$4.7M	2.49%	+540.0	+3.5%	$296.46	+15.9%
7	LNG	CHENIERE ENERGY INC	Energy	15,675.0	$4.4M	2.35%	+83.0	+0.5%	$283.76	+3.6%
8	PANW	PALO ALTO NETWORKS INC	Technology	20,727.0	$3.3M	1.76%	+1K	+6.3%	$160.32	+106.4%
9	XYL	XYLEM INC	Industrials	24,776.0	$3.0M	1.57%	+600.0	+2.5%	$119.50	-10.8%
10	NVDA	NVIDIA CORPORATION	Technology	15,957.0	$2.8M	1.47%	+4K	+36.2%	$174.40	+29.8%
11	DGRO	ISHARES TR	—	28,579.0	$2.0M	1.06%	+269.0	+0.9%	$70.18	+12.9%
12	PWR	QUANTA SVCS INC	Industrials	1,222.0	$671K	0.35%	+59.0	+5.1%	$549.02	+10.5%
13	SHY	ISHARES TR	—	4,300.0	$355K	0.19%	+1K	+43.3%	$82.57	-1.2%
14	DIVB	ISHARES TR	—	5,200.0	$281K	0.15%	+250.0	+5.0%	$53.95	+28.2%

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Financial Services 28.9%

Healthcare 19.6%

Industrials 15.6%

Technology 10.4%

Consumer Defensive 9.4%

Consumer Cyclical 6.3%

Utilities 5.1%

Energy 3.5%

Communication Services 1.3%