Gould Capital
TACOMA, WAfiles as Gould Capital, LLC
$179m in 217 US stocks at the end of 30 June 2026. The top 10 are 49.3% of the money. It changed about 5.1% of the portfolio this quarter.
Value
$179m
Stocks
217
Top 10 share
49.3%
Turnover
5.1%
What changed this quarter
New
Bought for the first time this quarter.
- Neurocrine BiosciencesNBIX0.9% of the fund
- Vanguard World FDESGV<0.1% of the fund
- Hanover Insurance GroupTHG<0.1% of the fund
- Vanguard World FDVSGX<0.1% of the fund
- ExxonMobil HoldingsXOM<0.1% of the fund
- Space Exploration TechnologiesSPCX<0.1% of the fund
- Amalgamated FinancialAMAL<0.1% of the fund
- Credo Technology Group HoldingCRDO<0.1% of the fund
- Zoom CommunicationsZM<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- IsharesPOWR<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- Nebius GroupNBIS<0.1% of the fund
- Ishares TRIFRA<0.1% of the fund
- AST SpaceMobileASTS<0.1% of the fund
- Palantir TechnologiesPLTR<0.1% of the fund
- PepsiCoPEP<0.1% of the fund
- DOWDOW<0.1% of the fund
- QuantumScapeQS<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard BD Index FDSBND8.5% of the fund+3%
- Vanguard Charlotte FDSBNDX5.0% of the fund+6%
- MicrosoftMSFT2.5% of the fund+20%
- Verizon CommunicationsVZ2.2% of the fund+17%
- Berkshire HathawayBRK-B2.0% of the fund+2%
- JPMorgan ChaseJPM1.9% of the fund+2%
- Spdr Series TrustSPYM1.6% of the fund+3%
- Nuveen AMT-Free Municipal Credit Income FundNVG1.4% of the fund+6%
- Rocket CompaniesRKT1.2% of the fund+80%
- VisaV0.9% of the fund+2%
- Veeva SystemsVEEV0.9% of the fund+40%
- T-Mobile USTMUS0.9% of the fund+21%
- Ishares Bitcoin Trust ETFIBIT0.8% of the fund+74%
- Apollo Global ManagementAPO0.7% of the fund+3%
- Annaly Capital ManagementNLY0.1% of the fund+94%
- Eaton Vance Tax-Managed Buy-Write Income FundETB<0.1% of the fund+21%
- Spdr Index SHS FDSSPDW<0.1% of the fund+2%
- Rivian AutomotiveRIVN<0.1% of the fund+14%
- Invesco Exch Traded FD TR IIQQQM<0.1% of the fund+12%
- Ishares TRSOXX<0.1% of the fund+7%
- Owens CorningOC<0.1% of the fund+4%
- NextEra EnergyNEE<0.1% of the fund+3%
- Spdr Index SHS FDSSPEM<0.1% of the fund+5%
- Ishares TR<0.1% of the fund+25%
- Agilent TechnologiesA<0.1% of the fund+7%
Cut
Sold some of their stake.
- Costco WholesaleCOST2.0% of the fund-3%
- CaterpillarCAT2.0% of the fund-32%
- Lam ResearchLRCX1.3% of the fund-34%
- Dell TechnologiesDELL1.0% of the fund-66%
- Quanta ServicesPWR1.0% of the fund-29%
- Vanguard Star FDSVXUS0.2% of the fund-7%
- Vanguard Scottsdale FDSBNDW0.1% of the fund-66%
- Diversified Healthcare TrustDHC<0.1% of the fund-2%
- Ishares TRSHV<0.1% of the fund-26%
- World Gold TRGLDM<0.1% of the fund-21%
- IonQIONQ<0.1% of the fund-10%
- Generac HoldingsGNRC<0.1% of the fund-59%
- FortinetFTNT<0.1% of the fund-75%
- FiservFISV<0.1% of the fund-60%
- OvintivOVV<0.1% of the fund-67%
- Ford MotorF<0.1% of the fund-65%
- Price T Rowe GroupTROW<0.1% of the fund-67%
- Nordic American TankersNAT<0.1% of the fund-98%
- Extra Space StorageEXR<0.1% of the fund-91%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- ExxonMobil HoldingsXOM-100%
- 3MMMM-100%
- Bristol-Myers SquibbBMY-100%
- ImmunityBioIBRX-100%
- IP Strategy HoldingsIPST-100%
Holdings
- Vanguard Tax-Managed FDSVEA
- Share
- 10.3%
- Value
- $19m
- Shares
- 260,383
Held
- Vanguard BD Index FDSBND
- Share
- 8.5%
- Value
- $15m
- Shares
- 207,154
+3%
- Ishares TRIEI
- Share
- 8.4%
- Value
- $15m
- Shares
- 128,837
Held
- Vanguard Charlotte FDSBNDX
- Share
- 5.0%
- Value
- $9m
- Shares
- 184,198
+6%
- Vanguard Intl Equity Index FVWO
- Share
- 4.4%
- Value
- $8m
- Shares
- 132,232
Held
- Spdr Gold TRGLD
- Share
- 2.6%
- Value
- $5m
- Shares
- 12,767
Held
- Spdr Series TrustFLRN
- Share
- 1.8%
- Value
- $3m
- Shares
- 105,223
Held
- Spdr Series TrustSPYM
- Share
- 1.6%
- Value
- $3m
- Shares
- 32,657
+3%
- Nuveen AMT-Free Municipal Credit Income FundNVG
- Share
- 1.4%
- Value
- $3m
- Shares
- 202,429
+6%
- Ishares Bitcoin Trust ETFIBIT
- Share
- 0.8%
- Value
- $1m
- Shares
- 44,962
+74%
- Nuveen Municipal Credit Income FundNZF
- Share
- 0.5%
- Value
- $878,255
- Shares
- 69,263
Held
- Ishares TRAOA
- Share
- 0.2%
- Value
- $367,354
- Shares
- 3,764
Held
- Nuveen Quality Municipal Income FundNAD
- Share
- 0.2%
- Value
- $347,711
- Shares
- 28,689
Held
- Ishares Gold TRIAU
- Share
- 0.2%
- Value
- $328,469
- Shares
- 4,350
Held
- Vanguard Star FDSVXUS
- Share
- 0.2%
- Value
- $309,046
- Shares
- 3,615
-7%
- Vanguard Scottsdale FDSBNDW
- Share
- 0.1%
- Value
- $221,557
- Shares
- 3,233
-66%
- Ishares TRESGD
- Share
- 0.1%
- Value
- $194,002
- Shares
- 1,887
Held
- Ishares TRICLN
- Share
- <0.1%
- Value
- $167,157
- Shares
- 8,158
Held
- Vanguard World FDESGV
- Share
- <0.1%
- Value
- $144,009
- Shares
- 1,089
New
- Eaton Vance Tax-Managed Buy-Write Income FundETB
- Share
- <0.1%
- Value
- $141,336
- Shares
- 9,095
+21%
- Spdr Index SHS FDSSPDW
- Share
- <0.1%
- Value
- $139,328
- Shares
- 2,765
+2%
- Ishares TREAGG
- Share
- <0.1%
- Value
- $134,739
- Shares
- 2,842
Held
- Vanguard MUN BD FDSVCRM
- Share
- <0.1%
- Value
- $126,060
- Shares
- 1,650
Held
- Ishares TRSUSB
- Share
- <0.1%
- Value
- $116,603
- Shares
- 4,666
Held
- Ishares TRMUB
- Share
- <0.1%
- Value
- $115,476
- Shares
- 1,073
Held
- Ishares TRSHV
- Share
- <0.1%
- Value
- $111,122
- Shares
- 1,007
-26%
- Invesco Exch Traded FD TR IIQQQM
- Share
- <0.1%
- Value
- $103,977
- Shares
- 343
+12%
- World Gold TRGLDM
- Share
- <0.1%
- Value
- $102,055
- Shares
- 1,285
-21%
- Ishares TRIWV
- Share
- <0.1%
- Value
- $101,483
- Shares
- 238
Held
- IsharesESGE
- Share
- <0.1%
- Value
- $98,278
- Shares
- 1,797
Held
- Ishares TRSOXX
- Share
- <0.1%
- Value
- $75,665
- Shares
- 118
+7%
- Blackrock Muniyield Quality Fund IIIMYI
- Share
- <0.1%
- Value
- $70,549
- Shares
- 6,350
Held
- Spdr Index SHS FDSSPEM
- Share
- <0.1%
- Value
- $67,832
- Shares
- 1,310
+5%
- Ishares TR
- Share
- <0.1%
- Value
- $66,634
- Shares
- 1,467
+25%
- AtaiBeckleyATAI
- Share
- <0.1%
- Value
- $52,700
- Shares
- 10,000
Held
- Vanguard Wellington FDVTES
- Share
- <0.1%
- Value
- $50,655
- Shares
- 500
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Tax-Managed FDSVEA | 10.3% | $19m | 260,383 | Held |
| Vanguard BD Index FDSBND | 8.5% | $15m | 207,154 | +3% |
| Ishares TRIEI | 8.4% | $15m | 128,837 | Held |
| Vanguard Charlotte FDSBNDX | 5.0% | $9m | 184,198 | +6% |
| Vanguard Intl Equity Index FVWO | 4.4% | $8m | 132,232 | Held |
| AppleAAPL | 3.2% | $6m | 19,884 | Held |
| Spdr Gold TRGLD | 2.6% | $5m | 12,767 | Held |
| MicrosoftMSFT | 2.5% | $5m | 12,223 | +20% |
| Verizon CommunicationsVZ | 2.2% | $4m | 93,443 | +17% |
| Union PacificUNP | 2.1% | $4m | 13,834 | Held |
| MerckMRK | 2.1% | $4m | 29,265 | Held |
| StarbucksSBUX | 2.1% | $4m | 36,482 | Held |
| Public StoragePSA | 2.0% | $4m | 11,412 | Held |
| Coca-ColaKO | 2.0% | $4m | 44,396 | Held |
| Costco WholesaleCOST | 2.0% | $4m | 3,847 | -3% |
| Kinder MorganKMI | 2.0% | $4m | 112,318 | Held |
| CaterpillarCAT | 2.0% | $4m | 3,353 | -32% |
| Berkshire HathawayBRK-B | 2.0% | $4m | 7,037 | +2% |
| AlphabetGOOG | 1.9% | $3m | 9,839 | Held |
| AflacAFL | 1.9% | $3m | 29,418 | Held |
| JPMorgan ChaseJPM | 1.9% | $3m | 10,405 | +2% |
| AESAES | 1.9% | $3m | 231,656 | Held |
| Spdr Series TrustFLRN | 1.8% | $3m | 105,223 | Held |
| Spdr Series TrustSPYM | 1.6% | $3m | 32,657 | +3% |
| Nuveen AMT-Free Municipal Credit Income FundNVG | 1.4% | $3m | 202,429 | +6% |
| NvidiaNVDA | 1.3% | $2m | 11,462 | Held |
| Lam ResearchLRCX | 1.3% | $2m | 5,250 | -34% |
| Rocket CompaniesRKT | 1.2% | $2m | 142,041 | +80% |
| Amazon.comAMZN | 1.2% | $2m | 9,062 | Held |
| RambusRMBS | 1.2% | $2m | 15,721 | Held |
| Dell TechnologiesDELL | 1.0% | $2m | 4,148 | -66% |
| Quanta ServicesPWR | 1.0% | $2m | 2,459 | -29% |
| VisaV | 0.9% | $2m | 4,816 | +2% |
| Veeva SystemsVEEV | 0.9% | $2m | 9,185 | +40% |
| Devon EnergyDVN | 0.9% | $2m | 38,716 | Held |
| Neurocrine BiosciencesNBIX | 0.9% | $2m | 9,390 | New |
| T-Mobile USTMUS | 0.9% | $2m | 9,267 | +21% |
| Gilead SciencesGILD | 0.9% | $2m | 12,259 | Held |
| Ishares Bitcoin Trust ETFIBIT | 0.8% | $1m | 44,962 | +74% |
| Meta PlatformsMETA | 0.8% | $1m | 2,643 | Held |
| NetflixNFLX | 0.7% | $1m | 18,240 | Held |
| Apollo Global ManagementAPO | 0.7% | $1m | 10,950 | +3% |
| Nuveen Municipal Credit Income FundNZF | 0.5% | $878,255 | 69,263 | Held |
| Columbia Banking SystemCOLB | 0.4% | $743,688 | 23,204 | Held |
| Ishares TRAOA | 0.2% | $367,354 | 3,764 | Held |
| Nuveen Quality Municipal Income FundNAD | 0.2% | $347,711 | 28,689 | Held |
| Ishares Gold TRIAU | 0.2% | $328,469 | 4,350 | Held |
| Vanguard Star FDSVXUS | 0.2% | $309,046 | 3,615 | -7% |
| AlphabetGOOGL | 0.2% | $297,332 | 832 | Held |
| Annaly Capital ManagementNLY | 0.1% | $260,919 | 11,669 | +94% |
| Rocket LabRKLB | 0.1% | $226,171 | 2,225 | Held |
| Vanguard Scottsdale FDSBNDW | 0.1% | $221,557 | 3,233 | -66% |
| Ishares TRESGD | 0.1% | $194,002 | 1,887 | Held |
| TeslaTSLA | <0.1% | $173,708 | 413 | Held |
| Ishares TRICLN | <0.1% | $167,157 | 8,158 | Held |
| Diversified Healthcare TrustDHC | <0.1% | $162,153 | 17,436 | -2% |
| Vanguard World FDESGV | <0.1% | $144,009 | 1,089 | New |
| Eaton Vance Tax-Managed Buy-Write Income FundETB | <0.1% | $141,336 | 9,095 | +21% |
| International Business MachinesIBM | <0.1% | $140,605 | 500 | Held |
| Spdr Index SHS FDSSPDW | <0.1% | $139,328 | 2,765 | +2% |
| Rivian AutomotiveRIVN | <0.1% | $139,234 | 8,025 | +14% |
| Ishares TREAGG | <0.1% | $134,739 | 2,842 | Held |
| BannerBANR | <0.1% | $128,429 | 1,933 | Held |
| Vanguard MUN BD FDSVCRM | <0.1% | $126,060 | 1,650 | Held |
| Ishares TRSUSB | <0.1% | $116,603 | 4,666 | Held |
| Ishares TRMUB | <0.1% | $115,476 | 1,073 | Held |
| Micron TechnologyMU | <0.1% | $115,429 | 100 | Held |
| Ishares TRSHV | <0.1% | $111,122 | 1,007 | -26% |
| Invesco Exch Traded FD TR IIQQQM | <0.1% | $103,977 | 343 | +12% |
| World Gold TRGLDM | <0.1% | $102,055 | 1,285 | -21% |
| Ishares TRIWV | <0.1% | $101,483 | 238 | Held |
| IsharesESGE | <0.1% | $98,278 | 1,797 | Held |
| Aehr Test SystemsAEHR | <0.1% | $96,060 | 1,000 | Held |
| Hanover Insurance GroupTHG | <0.1% | $87,575 | 409 | New |
| Corcept TherapeuticsCORT | <0.1% | $86,950 | 1,000 | Held |
| Medpace HoldingsMEDP | <0.1% | $79,439 | 150 | Held |
| Ishares TRSOXX | <0.1% | $75,665 | 118 | +7% |
| Owens CorningOC | <0.1% | $74,552 | 469 | +4% |
| NextEra EnergyNEE | <0.1% | $72,586 | 827 | +3% |
| Blackrock Muniyield Quality Fund IIIMYI | <0.1% | $70,549 | 6,350 | Held |
| OracleORCL | <0.1% | $70,344 | 480 | Held |
| Spdr Index SHS FDSSPEM | <0.1% | $67,832 | 1,310 | +5% |
| Ishares TR | <0.1% | $66,634 | 1,467 | +25% |
| Banco SantanderSAN | <0.1% | $62,390 | 4,521 | Held |
| Agilent TechnologiesA | <0.1% | $58,312 | 439 | +7% |
| Dutch BrosBROS | <0.1% | $57,879 | 806 | Held |
| Eversource EnergyES | <0.1% | $57,816 | 800 | Held |
| Enphase EnergyENPH | <0.1% | $56,134 | 1,140 | +4% |
| Axon EnterpriseAXON | <0.1% | $56,061 | 100 | Held |
| Charles SchwabSCHW | <0.1% | $55,362 | 600 | Held |
| EcolabECL | <0.1% | $52,936 | 190 | +6% |
| AtaiBeckleyATAI | <0.1% | $52,700 | 10,000 | Held |
| BoeingBA | <0.1% | $52,602 | 243 | Held |
| WeyerhaeuserWY | <0.1% | $50,992 | 2,130 | Held |
| Vanguard Wellington FDVTES | <0.1% | $50,655 | 500 | Held |
| IntelINTC | <0.1% | $48,871 | 350 | Held |
| NikeNKE | <0.1% | $46,513 | 1,133 | +79% |
| CumminsCMI | <0.1% | $46,359 | 65 | Held |
| Williams CompaniesWMB | <0.1% | $44,604 | 600 | Held |
| Glacier BancorpGBCI | <0.1% | $44,101 | 855 | Held |
Showing the largest 100 of 217.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 19.9% since 30 June 2025.
Where the money is
Technology10.8%
Financial services9.5%
Media & telecom6.8%
Industrials5.5%
Health care5.0%
Everyday goods4.1%
Retail & consumer3.6%
Energy2.9%
Real estate2.2%
Utilities2.0%
Materials0.0%
Other47.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.