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Portfolio (Quarterly) Guide ↗

Gouws Capital LLC

· CIK 0001908828
13F Portfolio $189M AUM 58 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 14 Added 17 Reduced 1 Exited
# 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 +11.2%
2 AMZN AMAZON COM INC Consumer Cyclical 43,270.0 $9.0M 4.77% +1K +2.6% $208.27 +11.7%
3 DE DEERE & CO Industrials 14,667.0 $8.3M 4.37% +97.0 +0.7% $563.30 +8.9%
4 NEE NEXTERA ENERGY INC Utilities 83,494.0 $7.8M 4.11% +915.0 +1.1% $92.88 -4.7%
5 SYK STRYKER CORPORATION Healthcare 21,556.0 $7.1M 3.75% +267.0 +1.2% $328.59 +1.3%
6 TER TERADYNE INC Technology 15,863.0 $4.7M 2.49% +540.0 +3.5% $296.46 +47.4%
7 LNG CHENIERE ENERGY INC Energy 15,675.0 $4.4M 2.35% +83.0 +0.5% $283.76 -14.8%
8 PANW PALO ALTO NETWORKS INC Technology 20,727.0 $3.3M 1.76% +1K +6.3% $160.32 +89.7%
9 XYL XYLEM INC Industrials 24,776.0 $3.0M 1.57% +600.0 +2.5% $119.50 -2.6%
10 NVDA NVIDIA CORPORATION Technology 15,957.0 $2.8M 1.47% +4K +36.2% $174.40 +10.4%
11 DGRO ISHARES TR 28,579.0 $2.0M 1.06% +269.0 +0.9% $70.18 +8.0%
12 PWR QUANTA SVCS INC Industrials 1,222.0 $671K 0.35% +59.0 +5.1% $549.02 +25.3%
13 SHY ISHARES TR 4,300.0 $355K 0.19% +1K +43.3% $82.57 -0.5%
14 DIVB ISHARES TR 5,200.0 $281K 0.15% +250.0 +5.0% $53.95 +15.3%

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 26.1%
Healthcare 17.7%
Industrials 14.0%
Communication Services 10.7%
Technology 9.4%
Consumer Defensive 8.5%
Consumer Cyclical 5.7%
Utilities 4.6%
Energy 3.2%