StockDriftsStockDriftsTop 50 Gouws Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 11.34% | 33.1K | $24.4M | -2.13%(-720) | $430.59(+70.12%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 9.67% | 17.3K | $20.8M | -0.21%(-37) | $269.86(+337.03%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 9.15% | 55.7K | $19.7M | -3.69%(-2.13K) | $138.95(+146.59%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 7.46% | 15.1K | $16.0M | -5.49%(-876) | $253.19(+243.41%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 5.7% | 13.1K | $12.2M | +0.63%(+82) | $535.37(+78.17%) | 2026-06-30 | |
| V | VISA INC | 5.32% | 33.3K | $11.4M | +0.63%(+207) | $234.35(+54.44%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.83% | 43.5K | $10.4M | +0.64%(+276) | $157.13(+67.08%) | 2026-06-30 | |
| DE | DEERE & CO | 4.36% | 14.8K | $9.4M | +0.78%(+115) | $364.70(+66.40%) | 2026-06-30 | |
| TER | TERADYNE INC | 3.58% | 15.9K | $7.7M | +0.13%(+20) | $143.06(+186.63%) | 2026-06-30 | |
| NEE | NEXTERA ENERGY INC | 3.46% | 84.8K | $7.4M | +1.53%(+1.27K) | $79.76(+8.10%) | 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 | +23.15% | +86.77% | — | — | +78.14% |
| Top 20 Holdings Unweighted | +22.86% | +85.44% | — | — | +75.48% |
Gouws Capital LLC reports $214.95M in US-listed equity holdings across 55 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (11.3%), LLY (9.7%) and GOOG (9.2%). The top 20 holdings account for 88.1% of reported assets. Its disclosed equity book has returned +86.77% 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 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