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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 QQQ INVESCO QQQ TR Financial Services 33,808.0 $19.5M 10.33% -315.0 -0.9% $577.18 +22.4%
2 GOOG ALPHABET INC Communication Services 57,797.0 $16.6M 8.78% -1K -2.0% $286.86 +16.7%
3 CAT CATERPILLAR INC Industrials 15,942.0 $11.3M 5.98% -328.0 -2.0% $708.46 +40.8%
4 VOO VANGUARD INDEX FDS 9,474.0 $5.7M 3.00% -339.0 -3.5% $597.55 +12.1%
5 DHR DANAHER CORP DEL Healthcare 16,408.0 $3.1M 1.65% -290.0 -1.7% $189.60 +3.2%
6 VIG VANGUARD SPECIALIZED FUNDS 13,542.0 $2.9M 1.54% -976.0 -6.7% $215.06 +9.1%
7 AMGN AMGEN INC Healthcare 6,300.0 $2.2M 1.17% -1K -19.2% $351.85 +1.8%
8 MSFT MICROSOFT CORP Technology 3,409.0 $1.3M 0.67% -25.0 -0.7% $370.18 +0.8%
9 META META PLATFORMS INC Communication Services 1,935.0 $1.1M 0.59% -30.0 -1.5% $572.18 -3.8%
10 JPM JPMORGAN CHASE & CO Financial Services 3,433.0 $1.0M 0.54% -140.0 -3.9% $294.16 +11.9%
11 GOOGL ALPHABET INC Communication Services 3,330.0 $958K 0.51% -45.0 -1.3% $287.56 +17.3%
12 ZTS ZOETIS INC Healthcare 6,300.0 $745K 0.39% -2K -28.4% $118.21 -35.6%
13 ABBV ABBVIE INC Healthcare 2,835.0 $617K 0.33% -20.0 -0.7% $217.49 +15.6%
14 LQD ISHARES TR 5,208.0 $568K 0.30% -970.0 -15.7% $108.99 +0.5%
15 ETN EATON CORP PLC Industrials 1,000.0 $358K 0.19% -175.0 -14.9% $357.67 +12.6%
16 LPG DORIAN LPG LTD Energy 9,955.0 $340K 0.18% -4K -29.4% $34.20 +5.4%
17 IGM ISHARES TR 1,910.0 $226K 0.12% -265.0 -12.2% $118.51 +31.5%

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%