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Gouws Capital LLC

· CIK 0001908828
13F Portfolio $189M AUM 55 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
# Ticker Company Sector Shares Value % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQM INVESCO QQQ TR 34,123 $21.0M 11.08% NEW $614.31 -52.5%
2 LLY ELI LILLY & CO Healthcare 17,430 $18.7M 9.90% NEW $1074.68 -6.3%
3 GOOGL ALPHABET INC Communication Services 58,957 $18.5M 9.78% NEW $313.80 +27.8%
4 V VISA INC Financial Services 32,731 $11.5M 6.07% NEW $350.71 -8.0%
5 COST COSTCO WHSL CORP NEW Consumer Defensive 12,980 $11.2M 5.92% NEW $862.34 +20.7%
6 AMZN AMAZON COM INC Consumer Cyclical 42,154 $9.7M 5.14% NEW $230.82 +14.4%
7 CAT CATERPILLAR INC Industrials 16,270 $9.3M 4.93% NEW $572.87 +55.1%
8 CBOE CBOE GLOBAL MKTS INC Financial Services 30,284 $7.6M 4.02% NEW $251.00 +44.6%
9 SYK STRYKER CORPORATION Healthcare 21,289 $7.5M 3.95% NEW $351.47 -13.1%
10 DE DEERE & CO Industrials 14,570 $6.8M 3.58% NEW $465.57 +23.4%
11 NEE NEXTERA ENERGY INC Utilities 82,579 $6.6M 3.50% NEW $80.28 +19.2%
12 VOO VANGUARD INDEX FDS 9,813 $6.2M 3.25% NEW $627.13 +8.3%
13 AAPL APPLE INC Technology 15,828 $4.3M 2.27% NEW $271.86 +10.4%
14 GLD SPDR GOLD TR Financial Services 10,030 $4.0M 2.10% NEW $396.31 +7.8%
15 DHR DANAHER CORPORATION Healthcare 16,698 $3.8M 2.02% NEW $228.92 -28.1%
16 PANW PALO ALTO NETWORKS INC Technology 19,501 $3.6M 1.90% NEW $184.20 +29.3%
17 XYL XYLEM INC Industrials 24,176 $3.3M 1.74% NEW $136.18 -19.6%
18 VIG VANGUARD SPECIALIZED FUNDS 14,518 $3.2M 1.69% NEW $219.78 +4.4%
19 LNG CHENIERE ENERGY INC Energy 15,592 $3.0M 1.60% NEW $194.39 +24.0%
20 TER TERADYNE INC Technology 15,323 $3.0M 1.57% NEW $193.56 +84.2%
21 AMGN AMGEN INC Healthcare 7,795 $2.6M 1.35% NEW $327.31 -0.3%
22 NVDA NVIDIA CORPORATION Technology 11,714 $2.2M 1.16% NEW $186.50 +26.4%
23 DGRO ISHARES TR 28,310 $2.0M 1.04% NEW $69.42 +5.7%
24 LRGF SPDR S&P 500 ETF TR 2,500 $1.7M 0.90% NEW $681.92 -89.2%
25 MSFT MICROSOFT CORP Technology 3,434 $1.7M 0.88% NEW $483.63 -15.3%
26 META META PLATFORMS INC Communication Services 1,965 $1.3M 0.69% NEW $660.15 -6.3%
27 HSY HERSHEY CO Consumer Defensive 6,400 $1.2M 0.61% NEW $181.98 +4.6%
28 JPM JPMORGAN CHASE & CO. Financial Services 3,573 $1.2M 0.61% NEW $322.22 -6.9%
29 PHO INVESCO EXCHANGE TRADED FD T 16,000 $1.1M 0.59% NEW $70.41 -8.6%
30 ZTS ZOETIS INC Healthcare 8,800 $1.1M 0.58% NEW $125.82 -40.0%
31 GOOGL ALPHABET INC Communication Services 3,375 $1.1M 0.56% NEW $313.00 +28.1%
32 LQD ISHARES TR 6,178 $681K 0.36% NEW $110.19 -2.1%
33 ABBV ABBVIE INC Healthcare 2,855 $652K 0.34% NEW $228.49 -7.9%
34 BRK/B BERKSHIRE HATHAWAY INC DEL 1,246 $626K 0.33% NEW $502.65
35 PWR QUANTA SVCS INC Industrials 1,163 $491K 0.26% NEW $422.06 +84.8%
36 TMO THERMO FISHER SCIENTIFIC INC Healthcare 840 $487K 0.26% NEW $579.45 -22.6%
37 IJR ISHARES TR 4,025 $484K 0.26% NEW $120.18 +11.4%
38 IYE EXXON MOBIL CORP 3,823 $460K 0.24% NEW $120.34 -47.7%
39 BLK BLACKROCK INC Financial Services 429 $459K 0.24% NEW $1070.34 +1.1%
40 VO VANGUARD INDEX FDS 1,541 $447K 0.24% NEW $290.22 -73.6%
41 MCD MCDONALDS CORP Consumer Cyclical 1,416 $433K 0.23% NEW $305.63 -10.0%
42 PKG PACKAGING CORP AMER Consumer Cyclical 2,075 $428K 0.23% NEW $206.23 +6.7%
43 AGG ISHARES TR 4,000 $400K 0.21% NEW $99.88 -1.9%
44 PG PROCTER AND GAMBLE CO Consumer Defensive 2,750 $394K 0.21% NEW $143.31 -0.4%
45 ETN EATON CORP PLC Industrials 1,175 $374K 0.20% NEW $318.51 +28.1%
46 LPG DORIAN LPG LTD Energy 14,105 $343K 0.18% NEW $24.34 +67.9%
47 HON HONEYWELL INTL INC Industrials 1,533 $299K 0.16% NEW $195.09 +11.6%
48 EMR EMERSON ELEC CO Industrials 2,150 $285K 0.15% NEW $132.72 +3.9%
49 IGM ISHARES TR 2,175 $281K 0.15% NEW $129.16 +19.4%
50 JNJ JOHNSON & JOHNSON Healthcare 1,328 $275K 0.14% NEW $206.95 +11.5%
51 DIVB ISHARES TR 4,950 $263K 0.14% NEW $53.15 +10.0%
52 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,916 $250K 0.13% NEW $130.50 -4.8%
53 SHY ISHARES TR 3,000 $248K 0.13% NEW $82.82 -0.9%
54 ROK ROCKWELL AUTOMATION INC Industrials 619 $241K 0.13% NEW $389.07 +17.3%
55 ACN ACCENTURE PLC IRELAND Technology 812 $218K 0.12% NEW $268.30 -37.1%

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
Healthcare 23.4%
Financial Services 16.4%
Industrials 14.0%
Communication Services 13.9%
Technology 9.9%
Consumer Defensive 8.5%
Consumer Cyclical 7.0%
Utilities 4.6%
Energy 2.2%