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Portfolio (Quarterly) Guide ↗

Gouws Capital LLC

· CIK 0001908828
13F Portfolio $215M AUM 55 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 14 Added 15 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 13,093.0 $12.2M 5.70% +82.0 +0.6% $935.47 +0.5%
2 V VISA INC Financial Services 33,303.0 $11.4M 5.32% +207.0 +0.6% $343.09 +8.6%
3 AMZN AMAZON COM INC Consumer Cyclical 43,546.0 $10.4M 4.83% +276.0 +0.6% $238.34 +7.0%
4 DE DEERE & CO Industrials 14,782.0 $9.4M 4.36% +115.0 +0.8% $634.33 +6.6%
5 NEE NEXTERA ENERGY INC Utilities 84,769.0 $7.4M 3.46% +1K +1.5% $87.77 -5.5%
6 CBOE CBOE GLOBAL MKTS INC Financial Services 30,630.0 $7.4M 3.46% +394.0 +1.3% $242.67 +26.8%
7 PANW PALO ALTO NETWORKS INC Technology 21,085.0 $7.2M 3.35% +358.0 +1.7% $341.02 +6.2%
8 SYK STRYKER CORPORATION Healthcare 21,761.0 $6.9M 3.19% +205.0 +0.9% $314.84 +0.8%
9 LNG CHENIERE ENERGY INC Energy 16,177.0 $3.9M 1.80% +502.0 +3.2% $239.01 +23.1%
10 NVDA NVIDIA CORPORATION Technology 18,265.0 $3.7M 1.70% +2K +14.5% $200.09 +8.7%
11 XYL XYLEM INC Industrials 26,265.0 $3.1M 1.44% +1K +6.0% $118.21 -9.6%
12 SHY ISHARES TR 8,300.0 $682K 0.32% +4K +93.0% $82.11 -0.6%
13 VO VANGUARD INDEX FDS 6,164.0 $497K 0.23% +5K +300.0% $80.57 +0.9%
14 DIVB ISHARES TR 7,250.0 $447K 0.21% +2K +39.4% $61.60 +11.8%

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 28.2%
Healthcare 19.3%
Industrials 17.0%
Technology 13.7%
Consumer Defensive 7.7%
Consumer Cyclical 6.3%
Utilities 4.3%
Energy 2.4%
Communication Services 1.1%