StockDriftsStockDriftsTop 50 Gould Capital, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 10.34% | 260.4K | $18.6M | +0.57%(+1.48K) | $45.89(+61.27%) | 2026-06-30 | |
| BND | VANGUARD TOTAL BOND MARKET ETF | 8.48% | 207.2K | $15.2M | +2.69%(+5.42K) | $72.87(-0.85%) | 2026-06-30 | |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 8.43% | 128.8K | $15.1M | +1.82%(+2.31K) | $126.92(-8.11%) | 2026-06-30 | |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 4.97% | 184.2K | $8.9M | +6.42%(+11.11K) | $53.74(-11.26%) | 2026-06-30 | |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 4.4% | 132.2K | $7.9M | +0.67%(+884) | $42.18(+43.17%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 3.21% | 19.9K | $5.8M | +1.15%(+226) | $160.56(+90.20%) | 2026-06-30 | |
| GLD | SPDR GOLD SHARES | 2.62% | 12.8K | $4.7M | +1.41%(+177) | $171.21(+136.08%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 2.54% | 12.2K | $4.6M | +19.90%(+2.03K) | $292.13(+66.39%) | 2026-06-30 | |
| VZ | VERIZON COMMUNICATIONS INC COM | 2.2% | 93.4K | $4.0M | +16.68%(+13.36K) | $48.12(-0.02%) | 2026-06-30 | |
| UNP | UNION PAC CORP COM | 2.1% | 13.8K | $3.8M | +0.22%(+31) | $224.17(+33.47%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.39% | +30.90% | — | — | +21.40% |
| Top 20 Holdings Unweighted | +11.14% | +37.28% | — | — | +30.69% |
Gould Capital, LLC reports $179.43M in US-listed equity holdings across 217 positions in its most recent 13F filing. Its largest disclosed positions are VEA (10.3%), BND (8.5%) and IEI (8.4%). The top 20 holdings account for 69.32% of reported assets. Its disclosed equity book has returned +30.90% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Gould Capital, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1908965). View Gould Capital, LLC’s 13F filings on SEC