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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
Page 3 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TMO THERMO FISHER SCIENTIFIC INC Healthcare 840.0 $413K 0.22% $491.53 +4.4%
42 BLK BLACKROCK INC Financial Services 429.0 $413K 0.22% $961.71 +0.3%
43 PG PROCTER & GAMBLE CO Consumer Defensive 2,750.0 $397K 0.21% $144.44 +3.2%
44 AGG ISHARES TR 4,000.0 $397K 0.21% $99.27 +0.1%
45 ETN EATON CORP PLC Industrials 1,000.0 $358K 0.19% -175.0 -14.9% $357.67 +12.6%
46 SHY ISHARES TR 4,300.0 $355K 0.19% +1K +43.3% $82.57 -0.5%
47 HON HONEYWELL INTL INC Industrials 1,533.0 $347K 0.18% $226.03 +2.7%
48 LPG DORIAN LPG LTD Energy 9,955.0 $340K 0.18% -4K -29.4% $34.20 +5.4%
49 JNJ JOHNSON & JOHNSON Healthcare 1,328.0 $325K 0.17% $244.44 +4.2%
50 EMR EMERSON ELEC CO Industrials 2,150.0 $282K 0.15% $131.02 +9.5%
51 DIVB ISHARES TR 5,200.0 $281K 0.15% +250.0 +5.0% $53.95 +15.3%
52 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,916.0 $261K 0.14% $136.09 -2.5%
53 SCHD SCHWAB STRATEGIC TR 7,534.0 $231K 0.12% NEW $30.68 +4.5%
54 IGM ISHARES TR 1,910.0 $226K 0.12% -265.0 -12.2% $118.51 +31.5%
55 ROK ROCKWELL AUTOMATION INC Industrials 619.0 $222K 0.12% $358.88 +32.9%
56 MRK MERCK & CO INC Healthcare 1,800.0 $217K 0.12% NEW $120.29 +6.7%
57 EPD ENTERPRISE PRODS PARTNERS L Energy 5,449.0 $206K 0.11% NEW $37.84 -3.4%
58 TXN TEXAS INSTRS INC Technology 1,041.0 $202K 0.11% NEW $194.14 +47.0%
Page 3 of 3  ·  58 positions

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%