StockDriftsStockDriftsTop 50 Gouws Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 11.31% | 32.3K | $23.9M | -2.26%(-748) | $430.59(+66.83%) | 2026-09-30 | |
| LLY | ELI LILLY & CO | 9.35% | 17.1K | $19.8M | -1.27%(-220) | $269.86(+359.62%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 8.95% | 55.6K | $18.9M | -0.18%(-100) | $138.95(+144.80%) | 2026-09-30 | |
| CAT | CATERPILLAR INC | 5.78% | 15.1K | $12.2M | +0.06%(+9) | $253.60(+186.20%) | 2026-09-30 | |
| V | VISA INC | 5.69% | 33.5K | $12.0M | +0.52%(+174) | $234.96(+71.48%) | 2026-09-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 5.68% | 13.2K | $12.0M | +0.82%(+108) | $538.54(+84.86%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 5.14% | 43.7K | $10.9M | +0.30%(+130) | $157.39(+66.75%) | 2026-09-30 | |
| DE | DEERE & CO | 4.73% | 14.9K | $10.0M | +0.76%(+113) | $366.89(+70.90%) | 2026-09-30 | |
| CBOE | CBOE GLOBAL MKTS INC | 4.04% | 31.1K | $8.5M | +1.37%(+420) | $137.34(+123.14%) | 2026-09-30 | |
| PANW | PALO ALTO NETWORKS INC | 3.95% | 21.1K | $8.4M | -0.12%(-25) | $177.93(+95.00%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.47% | +83.67% | — | — | +74.88% |
| Top 20 Holdings Unweighted | +23.17% | +86.86% | — | — | +75.48% |
Gouws Capital LLC reports $211.58M in US-listed equity holdings across 53 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (11.3%), LLY (9.3%) and GOOG (8.9%). The top 20 holdings account for 88.37% of reported assets. Its disclosed equity book has returned +83.67% on a three-year cumulative basis. Figures reflect the Q3 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 Gouws Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1908828). View Gouws Capital LLC’s 13F filings on SEC