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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 QQQ INVESCO QQQ TR Financial Services 33,088.0 $24.4M 11.34% -720.0 -2.1% $736.40 -3.9%
2 GOOG ALPHABET INC 55,662.0 $19.7M 9.15% -2K -3.7% $353.33
3 CAT CATERPILLAR INC Industrials 15,066.0 $16.0M 7.46% -876.0 -5.5% $1064.90 -26.8%
4 VIG VANGUARD SPECIALIZED FUNDS 12,770.0 $3.0M 1.41% -772.0 -5.7% $236.62 +1.9%
5 DHR DANAHER CORP DEL Healthcare 13,925.0 $2.7M 1.23% -2K -15.1% $190.48 +8.6%
6 AMGN AMGEN INC Healthcare 6,100.0 $2.2M 1.03% -200.0 -3.2% $362.12 +21.0%
7 DGRO ISHARES TR 27,685.0 $2.1M 0.98% -894.0 -3.1% $75.79 +4.1%
8 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,400.0 $1.8M 0.83% -100.0 -4.0% $746.77 +2.0%
9 MSFT MICROSOFT CORP Technology 2,894.0 $1.1M 0.50% -515.0 -15.1% $373.02 +34.3%
10 GOOGL ALPHABET INC Communication Services 2,880.0 $1.0M 0.48% -450.0 -13.5% $357.37 -6.3%
11 META META PLATFORMS INC Communication Services 1,800.0 $1.0M 0.47% -135.0 -7.0% $563.29 +2.7%
12 PWR QUANTA SVCS INC Industrials 1,072.0 $772K 0.36% -150.0 -12.3% $720.04 -15.1%
13 ABBV ABBVIE INC Healthcare 2,700.0 $679K 0.32% -135.0 -4.8% $251.64 +3.3%
14 ZTS ZOETIS INC Healthcare 5,300.0 $381K 0.18% -1K -15.9% $71.86 +7.5%
15 IGM ISHARES TR 1,835.0 $300K 0.14% -75.0 -3.9% $163.58 -3.0%

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%