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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 1 of 3  ·  58 positions
# 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 LLY ELI LILLY & CO Healthcare 17,359.0 $16.0M 8.45% $919.77 +31.3%
4 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 13,011.0 $13.0M 6.86% $996.43 -4.4%
5 CAT CATERPILLAR INC Industrials 15,942.0 $11.3M 5.98% -328.0 -2.0% $708.46 +40.8%
6 V VISA INC Financial Services 33,096.0 $10.0M 5.30% +365.0 +1.1% $302.24 +11.2%
7 AMZN AMAZON COM INC Consumer Cyclical 43,270.0 $9.0M 4.77% +1K +2.6% $208.27 +11.7%
8 CBOE CBOE GLOBAL MKTS INC Financial Services 30,236.0 $8.5M 4.50% $281.07 -13.8%
9 DE DEERE & CO Industrials 14,667.0 $8.3M 4.37% +97.0 +0.7% $563.30 +8.9%
10 NEE NEXTERA ENERGY INC Utilities 83,494.0 $7.8M 4.11% +915.0 +1.1% $92.88 -4.7%
11 SYK STRYKER CORPORATION Healthcare 21,556.0 $7.1M 3.75% +267.0 +1.2% $328.59 +1.3%
12 VOO VANGUARD INDEX FDS 9,474.0 $5.7M 3.00% -339.0 -3.5% $597.55 +12.1%
13 TER TERADYNE INC Technology 15,863.0 $4.7M 2.49% +540.0 +3.5% $296.46 +47.4%
14 LNG CHENIERE ENERGY INC Energy 15,675.0 $4.4M 2.35% +83.0 +0.5% $283.76 -14.8%
15 GLD SPDR GOLD TR Financial Services 10,030.0 $4.3M 2.29% $430.29 -13.2%
16 AAPL APPLE INC Technology 15,828.0 $4.0M 2.13% $253.79 +11.8%
17 PANW PALO ALTO NETWORKS INC Technology 20,727.0 $3.3M 1.76% +1K +6.3% $160.32 +89.7%
18 DHR DANAHER CORP DEL Healthcare 16,408.0 $3.1M 1.65% -290.0 -1.7% $189.60 +3.2%
19 XYL XYLEM INC Industrials 24,776.0 $3.0M 1.57% +600.0 +2.5% $119.50 -2.6%
20 VIG VANGUARD SPECIALIZED FUNDS 13,542.0 $2.9M 1.54% -976.0 -6.7% $215.06 +9.1%
Page 1 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%