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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
Page 3 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BLK BLACKROCK INC Financial Services 429.0 $413K 0.19% $961.56 +17.7%
42 PG PROCTER & GAMBLE CO Consumer Defensive 2,750.0 $403K 0.19% $146.64 -0.1%
43 AGG ISHARES TR 4,000.0 $396K 0.18% $98.98 -2.2%
44 MCD MCDONALDS CORP Consumer Cyclical 1,416.0 $383K 0.18% $270.31 -3.2%
45 ZTS ZOETIS INC Healthcare 5,300.0 $381K 0.18% -1K -15.9% $71.86 +8.0%
46 LPG DORIAN LPG LTD Energy 9,955.0 $346K 0.16% $34.78 +45.3%
47 JNJ JOHNSON & JOHNSON Healthcare 1,328.0 $337K 0.16% $253.97 +10.3%
48 TXN TEXAS INSTRS INC Technology 1,041.0 $310K 0.14% $298.07 -15.2%
49 EMR EMERSON ELEC CO Industrials 2,150.0 $308K 0.14% $143.15 +2.7%
50 ROK ROCKWELL AUTOMATION INC Industrials 619.0 $306K 0.14% $495.08 -15.7%
51 IGM ISHARES TR 1,835.0 $300K 0.14% -75.0 -3.9% $163.58 -3.1%
52 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,916.0 $252K 0.12% $131.58 +4.2%
53 MRK MERCK & CO INC Healthcare 1,800.0 $231K 0.11% $128.50 +18.7%
54 PNC PNC FINL SVCS GROUP INC Financial Services 840.0 $207K 0.10% NEW $246.22 -2.7%
55 EPD ENTERPRISE PRODS PARTNERS L 5,449.0 $200K 0.09% $36.76
Page 3 of 3  ·  55 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 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%