Portfolio (Quarterly) Guide ↗

Gould Capital, LLC

· CIK 0001908965

13F Portfolio $165M AUM 204 positions Filed May 18, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 13 New 49 Added 36 Reduced 10 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	BK	BANK NEW YORK MELLON CORP COM	Financial Services	1,559	$181K	0.11%	SOLD
2	RF	REGIONS FINANCIAL CORP NEW COM	Financial Services	1,066	$29K	0.02%	SOLD
3	GWW	WW GRAINGER INC COM	Industrials	23	$23K	0.01%	SOLD
4	BBY	BEST BUY INC COM	Consumer Cyclical	316	$21K	0.01%	SOLD
5	PVH	PVH CORPORATION COM	Consumer Cyclical	273	$18K	0.01%	SOLD
6	NUV	NUVEEN MUN VALUE FD INC COM	Financial Services	1,550	$14K	0.01%	SOLD
7	—	BLACKROCK MUNIYIELD QUALITY FD COM	—	350	$4K	0.00%	SOLD
8	IDA	IDACORP INC COM	Utilities	19	$2K	0.00%	SOLD
9	SOLS	SOLSTICE ADVANCED MATLS INC COM SHS	Basic Materials	25	$1K	0.00%	SOLD
10	CRL	CHARLES RIV LABS INTL INC COM	Healthcare	6	$1K	0.00%	SOLD

Sector Allocation

Financial Services 23.8%

Technology 17.8%

Communication Services 13.1%

Industrials 10.2%

Consumer Defensive 8.1%

Healthcare 7.2%

Energy 6.3%

Consumer Cyclical 6.1%

Utilities 3.7%

Real Estate 3.6%