Gould Capital, LLC
SEC Form 13F institutional filer · CIK 0001908965
13F-HR · 100 reported holdings · 2026-03-31
Reported long-US-equity value
$0.08B
Top-10 concentration
45.2%
Gould Capital, LLC — $82.9M AUM allocation strategy
Gould Capital, LLC files SEC Form 13F and reports $82.9M of long US equity value across 100 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 15.4%, followed by Financials 11.4% and Consumer Staples 8.8%.
The top 10 holdings account for 45% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Gould Capital, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$82.9M
total across 100 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
45% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$DVN +6.24K sh · +$752K+$TMUS +3.39K sh · +$742K+$SPYM +3.19K sh · +$139K
Biggest trims (shares)
−$TROW −30.4K sh · −$3.11M−$AES −18.8K sh · −$326K−$LRCX −8.21K sh · −$1.07M
Exited to nil (held last quarter, gone now)
$BNY ($181K last qtr)$RF ($28.9K last qtr)$GWW ($23.2K last qtr)$BBY ($21.1K last qtr)$NUE ($14K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals8.5%—
- Integrated Telecommunication Services4.8%—
- Consumer Staples Merchandise Retail4.7%—
- Systems Software4.6%—
- Oil & Gas Storage & Transportation4.5%—
- Pharmaceuticals4.2%—
- Construction Machinery & Heavy Transportation Equipment4.2%—
- Soft Drinks & Non-alcoholic Beverages4.0%—
- Other holdings60.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 19.7K | $4.99M | -210 | 6.0% |
| $VZ | Verizon Communications Inc | 80.1K | $4.02M | +2.36K | 4.8% |
| $COST | Costco Wholesale Corporation | 3.96K | $3.95M | +385 | 4.8% |
| $MSFT | Microsoft Corporation | 10.2K | $3.77M | +97 | 4.6% |
| $KMI | Kinder Morgan Inc | 112K | $3.76M | — | 4.5% |
| $MRK | Merck & Company Inc | 29K | $3.49M | -2.63K | 4.2% |
| $CAT | Caterpillar Inc | 4.92K | $3.48M | -2.97K | 4.2% |
| $KO | Coca-Cola Company | 44.3K | $3.37M | -2.96K | 4.1% |
| $UNP | Union Pacific Corporation | 13.8K | $3.35M | +460 | 4.0% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 6.87K | $3.29M | -158 | 4.0% |
…and 90 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.