Gould Capital, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$165.3M
Q ending 2026-03-31
Prior quarter
$162.3M
Q ending 2025-12-31
Change
+1.8% QoQ · +15.5% YoY
Positions
204
reported holdings
Largest positions
Top 100 of 204 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Ftse Developed Markets Et | VEA | Shares | $16.6M | 259K |
| Ishares 3-7 Year Treasury Bond Etf | IEI | Shares | $15.0M | 127K |
| Vanguard Total Bond Market Etf | BND | Shares | $14.9M | 202K |
| Vanguard Total International Bond | BNDX | Shares | $8.3M | 173K |
| Vanguard Ftse Emerging Markets Etf | VWO | Shares | $7.1M | 131K |
| Spdr Gold Shares | GLD | Shares | $5.4M | 13K |
| Apple Inc Com | AAPL | Shares | $5.0M | 20K |
| Verizon Communications Inc Com | VZ | Shares | $4.0M | 80K |
| Costco Wholesale Corporation Com | COST | Shares | $3.9M | 4K |
| Microsoft Corp Com | MSFT | Shares | $3.8M | 10K |
| Kinder Morgan Inc Del Com | KMI | Shares | $3.8M | 112K |
| Merck & Co Inc Com | MRK | Shares | $3.5M | 29K |
| Caterpillar Inc Com | CAT | Shares | $3.5M | 5K |
| Coca Cola Co Com | KO | Shares | $3.4M | 44K |
| Union Pac Corp Com | UNP | Shares | $3.3M | 14K |
| Berkshire Hathaway Inc Del Cl B Ne | BRK/B | Shares | $3.3M | 7K |
| Starbucks Corp Com | SBUX | Shares | $3.3M | 36K |
| State Street Spdr Bloomberg Invest | FLRN | Shares | $3.2M | 105K |
| Aes Corp Com | AES | Shares | $3.2M | 228K |
| Aflac Inc Com | AFL | Shares | $3.2M | 29K |
| Public Storage Oper Co Com | PSA | Shares | $3.1M | 11K |
| Jpmorgan Chase & Co Com | JPM | Shares | $3.0M | 10K |
| Alphabet Inc Cap Stk Cl C | GOOG | Shares | $2.8M | 10K |
| State Street Spdr Portfolio S&P 50 | SPYM | Shares | $2.4M | 32K |
| Nuveen Amt Free Mun Cr Inc Fd Com | NVG | Shares | $2.4M | 191K |
| Dell Technologies Inc Cl C | DELL | Shares | $2.0M | 12K |
| Nvidia Corporation Com | NVDA | Shares | $2.0M | 12K |
| Devon Energy Corp New Com | DVN | Shares | $1.9M | 38K |
| Quanta Svcs Inc Com | PWR | Shares | $1.9M | 3K |
| Amazon Com Inc Com | AMZN | Shares | $1.9M | 9K |
| Netflix Inc. Com | NFLX | Shares | $1.7M | 18K |
| Lam Research Corp Com New | LRCX | Shares | $1.7M | 8K |
| Gilead Sciences Inc Com | GILD | Shares | $1.7M | 12K |
| T-Mobile Us Inc Com | TMUS | Shares | $1.6M | 8K |
| Meta Platforms Inc Cl A | META | Shares | $1.5M | 3K |
| Visa Inc Com Cl A | V | Shares | $1.4M | 5K |
| Rambus Inc Del Com | RMBS | Shares | $1.4M | 16K |
| Apollo Global Mgmt Inc Com | APO | Shares | $1.2M | 11K |
| Veeva Sys Inc Cl A Com | VEEV | Shares | $1.2M | 7K |
| Rocket Cos Inc Com Cl A | RKT | Shares | $1.1M | 79K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $993K | 26K |
| Nuveen Mun Cr Income Fd Com Sh Ben | NZF | Shares | $848K | 70K |
| Vanguard Total World Bond Etf | BNDW | Shares | $652K | 10K |
| Columbia Bkg Sys Inc Com | COLB | Shares | $636K | 23K |
| Ishares Gold Trust | IAU | Shares | $383K | 4K |
| Ishares Core 80/20 Aggressive Allo | AOA | Shares | $333K | 4K |
| Nuveen Quality Muncp Income Fd Com | NAD | Shares | $330K | 29K |
| Vanguard Total International Stock | VXUS | Shares | $301K | 4K |
| Alphabet Inc Cap Stk Cl A | GOOGL | Shares | $239K | 832 |
| Ishares Esg Aware Msci Eafe Etf | ESGD | Shares | $180K | 2K |
| Tesla Inc Com | TSLA | Shares | $154K | 413 |
| Spdr Gold Minishares Trust Of Bene | GLDM | Shares | $151K | 2K |
| Ishares Trust Ishares 0-1 Year Tre | SHV | Shares | $150K | 1K |
| Ishares Global Clean Energy Etf | ICLN | Shares | $149K | 8K |
| Rocket Lab Corp Com | RKLB | Shares | $143K | 2K |
| Ishares Esg Aware Us Aggregate Bon | EAGG | Shares | $135K | 3K |
| Annaly Capital Management Inc Com | NLY | Shares | $127K | 6K |
| Vanguard Core Tax-Exempt Bond Etf | VCRM | Shares | $124K | 2K |
| State Street Spdr Portfolio Develo | SPDW | Shares | $124K | 3K |
| International Business Machs Com | IBM | Shares | $121K | 500 |
| Diversified Healthcare Tr Com Sh B | DHC | Shares | $118K | 18K |
| Banner Corp Com New | BANR | Shares | $117K | 2K |
| Ishares Esg Aware 1-5 Year Usd Cor | SUSB | Shares | $117K | 5K |
| Ishares National Muni Bond Etf | MUB | Shares | $114K | 1K |
| Eaton Vance Tax Mnged Buy Writ Com | ETB | Shares | $108K | 8K |
| Rivian Automotive Inc Com Cl A | RIVN | Shares | $106K | 7K |
| Ishares Russell 3000 Etf | IWV | Shares | $88K | 238 |
| Ishares Esg Aware Msci Em Etf | ESGE | Shares | $82K | 2K |
| Nextera Energy Inc Com | NEE | Shares | $74K | 802 |
| Nordic American Tankers Limite Com | Shares | $74K | 13K | |
| Invesco Nasdaq 100 Etf | QQQM | Shares | $73K | 306 |
| Medpace Hldgs Inc Com | MEDP | Shares | $72K | 150 |
| Oracle Corp Com | ORCL | Shares | $71K | 480 |
| Blackrock Muniyield Quality Fd Com | MYI | Shares | $67K | 6K |
| State Street Spdr Portfolio Emergi | SPEM | Shares | $59K | 1K |
| Schwab Charles Corp Com | SCHW | Shares | $56K | 600 |
| Eversource Energy Com | ES | Shares | $55K | 800 |
| Weyerhaeuser Co Com New | WY | Shares | $52K | 2K |
| Banco Santander Sa Adr | SAN | Shares | $51K | 5K |
| Vanguard Short-Term Tax Exempt Bon | VTES | Shares | $51K | 500 |
| Owens Corning New Com | OC | Shares | $49K | 449 |
| Ishares S&P Gsci Commodity Indexed | GSG | Shares | $48K | 2K |
| Boeing Co Com | BA | Shares | $48K | 243 |
| Ecolab Inc Com | ECL | Shares | $48K | 180 |
| Ishares Esg Aware 80/20 Aggressive | EAOA | Shares | $48K | 1K |
| Agilent Technologies Inc Com | A | Shares | $47K | 409 |
| Coinbase Global Inc Com Cl A | COIN | Shares | $45K | 255 |
| Williams Cos Inc Com | WMB | Shares | $44K | 600 |
| Axon Enterprise Inc Com | AXON | Shares | $42K | 100 |
| Enphase Energy Inc Com | ENPH | Shares | $42K | 1K |
| Dutch Bros Inc Cl A | BROS | Shares | $41K | 806 |
| Corcept Therapeutics Inc Com | CORT | Shares | $40K | 1K |
| Glacier Bancorp Inc New Com | GBCI | Shares | $38K | 855 |
| Aehr Test Sys Com | AEHR | Shares | $37K | 1K |
| Quest Diagnostics Inc Com | DGX | Shares | $37K | 189 |
| Principal Financial Group Inc Com | PFG | Shares | $37K | 408 |
| Ishares Semiconductor Etf | SOXX | Shares | $36K | 110 |
| Prologis Inc. Com | PLD | Shares | $36K | 272 |
| Ataibeckley Inc Com Shs | ATAI | Shares | $35K | 10K |
| Colgate Palmolive Co Com | CL | Shares | $35K | 412 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.