Portfolio (Quarterly)
Guide ↗
Gould Capital, LLC
· CIK 0001908965| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | CROX | CROCS INC COM | Consumer Cyclical | 3.0 | $249.0 | — | — | — | $83.00 | +31.2% |
| 202 | GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | Healthcare | 2.0 | $142.0 | — | — | — | $71.00 | -9.4% |
| 203 | LCID | LUCID GROUP INC COM NEW | Consumer Cyclical | 7.0 | $67.0 | — | — | — | $9.57 | -39.0% |
| 204 | IPST | IP STRATEGY HOLDINGS INC COM | Consumer Defensive | 22.0 | $6.0 | — | NEW | — | $0.27 | +1839.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
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%