Gould Capital, LLC holds a focused book of 204 stocks worth $165.3M as of Q1 2026 (disclosed May 18, 2026, a ~48-day 13F lag). This quarter they opened Kinder Morgan Inc and trimmed SPDR Gold Shares. Their largest long position is Vanguard Ftse Developed ETF at 10% of the equity book. Cloning the disclosed picks since 2022 would be +49% (+9.3%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1908965/holdings"
Use Arkolith to show Gould Capital, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 10.1 points over this window.
Growth of $10,000 cloning Gould Capital, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~48 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
55% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Gould Capital, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $461.3B |
| UBS Group AG | 80 / 80 | $115.1B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $113.2B |
| LPL Financial LLC | 80 / 80 | $58.7B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $12.9B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $294.9B |
| ROYAL BANK OF CANADA | 79 / 80 | $126.3B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $61.4B |
Ranked by how many of Gould Capital, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Ftse Developed Markets ETF ETF | $16.6M | 258.9K | 10.0% | ▲+7.6% Added · +18K sh | |
| 2 | Ishares 3-7 Year Treasury Bond ETF ETF | $15.0M | 126.5K | 9.1% | ▲+19% Added · +20K sh | |
| 3 | Vanguard Total Bond Market ETF ETF | $14.9M | 201.7K | 9.0% | ▲+19% Added · +32K sh | |
| 4 | Vanguard Total International Bond ETF ETF | $8.3M | 173.1K | 5.0% | ▲+12% Added · +18K sh | |
| 5 | Vanguard Ftse Emerging Markets ETF ETF | $7.1M | 131.3K | 4.3% | ▲+6.5% Added · +8K sh | |
| 6 | SPDR Gold Shares ETF | $5.4M | 12.6K | 3.3% | ▼−14% Reduced · −2K sh | |
| 7 | Apple Inc Com Stock | $5.0M | 19.7K | 3.0% | ▼−1.1% Reduced · −210 sh | |
| 8 | Verizon Communications Inc Com Stock | $4.0M | 80.1K | 2.4% | ▲+3.0% Added · +2K sh | |
| 9 | Costco Wholesale Corporation Com Stock | $3.9M | 4.0K | 2.4% | ▲+11% Added · +385 sh | |
| 10 | Microsoft Corp Com Stock | $3.8M | 10.2K | 2.3% | ▲+1.0% Added · +97 sh | |
| 11 | Kinder Morgan Inc Del Com Stock | $3.8M | 112.1K | 2.3% | ▲New New position | |
| 12 | Merck & Co Inc Com Stock | $3.5M | 29.0K | 2.1% | ▼−8.3% Reduced · −3K sh | |
| 13 | Caterpillar Inc Com Stock | $3.5M | 4.9K | 2.1% | ▼−38% Reduced · −3K sh | |
| 14 | Coca Cola Co Com Stock | $3.4M | 44.3K | 2.0% | ▼−6.3% Reduced · −3K sh | |
| 15 | Union Pac Corp Com Stock | $3.3M | 13.8K | 2.0% | ▲+3.4% Added · +460 sh | |
| 16 | Berkshire Hathaway Inc Del CL B New Stock | $3.3M | 6.9K | 2.0% | ▼−2.2% Reduced · −158 sh | |
| 17 | Starbucks Corp Com Stock | $3.3M | 36.4K | 2.0% | ▲+3.7% Added · +1K sh | |
| 18 | State Street SPDR Bloomberg Investment Grade Floating Rate ETF ETF | $3.2M | 105.4K | 2.0% | ▲+9.3% Added · +9K sh | |
| 19 | Aes Corp Com Stock | $3.2M | 228.2K | 1.9% | ▼−7.6% Reduced · −19K sh | |
| 20 | Aflac Inc Com Stock | $3.2M | 29.1K | 1.9% | ▼−1.7% Reduced · −492 sh | |
| 21 | Public Storage Oper Co Com REIT | $3.1M | 11.3K | 1.9% | ▲+7.2% Added · +758 sh | |
| 22 | JPMorgan Chase & Co Com Stock | $3.0M | 10.2K | 1.8% | ▲New New position | |
| 23 | Alphabet Inc Cap STK CL C Stock | $2.8M | 9.8K | 1.7% | ▼−37% Reduced · −6K sh | |
| 24 | State Street SPDR Portfolio S&P 500 ETF ETF | $2.4M | 31.7K | 1.5% | ▲+11% Added · +3K sh | |
| 25 | Nuveen Amt Free Mun CR Inc FD Com CEF | $2.4M | 190.8K | 1.4% | ▲+11% Added · +20K sh | |
| 26 | Dell Technologies Inc CL C Stock | $2.0M | 12.3K | 1.2% | ▲+9.9% Added · +1K sh | |
| 27 | Nvidia Corporation Com Stock | $2.0M | 11.5K | 1.2% | ▼−15% Reduced · −2K sh | |
| 28 | Devon Energy Corp New Com Stock | $1.9M | 38.2K | 1.2% | ▲+19% Added · +6K sh | |
| 29 | Quanta Svcs Inc Com Stock | $1.9M | 3.4K | 1.1% | ▼−11% Reduced · −448 sh | |
| 30 | Amazon Com Inc Com Stock | $1.9M | 9.1K | 1.1% | ▲+6.2% Added · +533 sh | |
| 31 | Netflix Inc. Com Stock | $1.7M | 18.1K | 1.1% | ▲+18% Added · +3K sh | |
| 32 | Lam Research Corp Com New Stock | $1.7M | 7.9K | 1.0% | ▼−51% Reduced · −8K sh | |
| 33 | Gilead Sciences Inc Com Stock | $1.7M | 12.2K | 1.0% | ▼−9.2% Reduced · −1K sh | |
| 34 | T-Mobile US Inc Com Stock | $1.6M | 7.6K | 1.0% | ▲+80% Added · +3K sh | |
| 35 | Meta Platforms Inc CL A Stock | $1.5M | 2.6K | 0.9% | ▲+17% Added · +384 sh | |
| 36 | Visa Inc Com CL A Stock | $1.4M | 4.7K | 0.9% | ▲+12% Added · +511 sh | |
| 37 | Rambus Inc Del Com Stock | $1.4M | 15.8K | 0.8% | ▼−14% Reduced · −3K sh | |
| 38 | Apollo Global Mgmt Inc Com Stock | $1.2M | 10.7K | 0.7% | ▲+20% Added · +2K sh | |
| 39 | Veeva Sys Inc CL A Com Stock | $1.2M | 6.6K | 0.7% | ▲+47% Added · +2K sh | |
| 40 | Rocket Cos Inc Com CL A Stock | $1.1M | 78.8K | 0.7% | ▼−17% Reduced · −16K sh | |
| 41 | Ishares Bitcoin Trust ETF ETF | $993K | 25.8K | 0.6% | ▲+47% Added · +8K sh | |
| 42 | Nuveen Mun CR Income FD Com SH Ben Int CEF | $848K | 69.6K | 0.5% | ▼−4.9% Reduced · −4K sh | |
| 43 | Vanguard Total World Bond ETF ETF | $652K | 9.5K | 0.4% | ▲+7.7% Added · +683 sh | |
| 44 | Columbia BKG Sys Inc Com Stock | $636K | 23.2K | 0.4% | ▼−0.1% Reduced · −24 sh | |
| 45 | Ishares Gold Trust ETF | $383K | 4.3K | 0.2% | ▼−4.8% Reduced · −219 sh | |
| 46 | Ishares Core 80/20 Aggressive Allocation ETF ETF | $333K | 3.8K | 0.2% | ▼−5.0% Reduced · −200 sh | |
| 47 | Nuveen Quality Muncp Income FD Com CEF | $330K | 28.7K | 0.2% | ▼−2.3% Reduced · −685 sh | |
| 48 | Vanguard Total International Stock ETF ETF | $301K | 3.9K | 0.2% | ▲+4.8% Added · +180 sh | |
| 49 | Alphabet Inc Cap STK CL A Stock | $239K | 832 | 0.1% | ▼−3.9% Reduced · −34 sh | |
| 50 | Ishares Esg Aware Msci Eafe ETF ETF | $180K | 1.9K | 0.1% | ▲+1.6% Added · +30 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 18, 2026 | 204 | $165.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 201 | $162.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 17, 2025 | 213 | $161.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 213 | $149.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 215 | $143.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 21, 2025 | 215 | $143.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 18, 2024 | 216 | $152.0M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 15, 2024 | 216 | $141.8M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 13, 2024 | 193 | $141.9M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 15, 2024 | 196 | $136.7M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 9, 2023 | 195 | $123.8M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 25, 2023 | 194 | $130.7M | 13F-HR/A |
| Q1 2023 | Mar 31, 2023 | May 16, 2023 | 201 | $129.8M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 205 | $125.2M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 23, 2022 | 215 | $115.6M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 3, 2022 | 235 | $124.3M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Jul 21, 2022 | 205 | $139.2M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 211 | $142.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.