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Portfolio (Quarterly) Guide ↗

Gould Capital, LLC

· CIK 0001908965
13F Portfolio $165M AUM 204 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 49 Added 36 Reduced 10 Exited
Page 6 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CMI CUMMINS INC COM Industrials 65.0 $35K 0.02% -5.0 -7.1% $538.02 +18.7%
102 MU MICRON TECHNOLOGY INC COM Technology 100.0 $34K 0.02% -342.0 -77.4% $337.84 +125.6%
103 NKE NIKE INC CL B Consumer Cyclical 633.0 $33K 0.02% $52.83 -16.0%
104 HD HOME DEPOT INC COM Consumer Cyclical 100.0 $33K 0.02% +37.0 +58.7% $328.89 -4.6%
105 AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF 500.0 $32K 0.02% -2K -77.9% $64.35 +6.7%
106 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 206.0 $32K 0.02% NEW $153.10 -17.2%
107 EFT EATON VANCE FLOATING RATE INC COM Financial Services 2,853.0 $31K 0.02% +41.0 +1.5% $10.73 +1.3%
108 QQQ INVESCO QQQ TRUST SERIES I Financial Services 51.0 $30K 0.02% $580.20 +23.2%
109 FFIV F5 INC COM Technology 100.0 $29K 0.02% $289.33 +32.6%
110 GNRC GENERAC HLDGS INC COM Industrials 148.0 $29K 0.02% -209.0 -58.5% $195.33 +26.9%
111 PFE PFIZER INC COM Healthcare 1,000.0 $28K 0.02% $28.09 -7.6%
112 COF CAPITAL ONE FINL CORP COM Financial Services 150.0 $27K 0.02% +50.0 +50.0% $182.43 +2.3%
113 RDDT REDDIT INC CL A Communication Services 200.0 $27K 0.02% $134.65 +9.0%
114 JNJ JOHNSON & JOHNSON COM Healthcare 110.0 $27K 0.02% $244.44 -5.2%
115 URA GLOBAL X URANIUM ETF 535.0 $26K 0.02% $48.43 +0.9%
116 SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF 1,000.0 $26K 0.02% -440.0 -30.6% $25.62 -1.1%
117 UBER UBER TECHNOLOGIES INC COM Technology 345.0 $25K 0.01% $71.93 +3.7%
118 TGT TARGET CORP COM Consumer Defensive 200.0 $24K 0.01% $121.20 +0.9%
119 HON HONEYWELL INTL INC COM Industrials 100.0 $23K 0.01% $226.03 -1.0%
120 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 165.0 $20K 0.01% $118.62 -11.5%
Page 6 of 11  ·  204 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 23.8%
Technology 17.8%
Communication Services 13.1%
Industrials 10.2%
Consumer Defensive 8.1%
Healthcare 7.2%
Energy 6.3%
Consumer Cyclical 6.1%
Utilities 3.7%
Real Estate 3.6%