Gould Capital
Gould Capital reported 217 stocks worth $179M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are VEA (10.3%), BND (8.5%) and IEI (8.4%). Compared with Q1 2026, the fund opened new positions in NBIX, ESGV and THG, added to VEA, BND and IEI, trimmed COST, CAT and FLRN and sold out of XOM, MMM and BMY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VEA Vanguard Tax-Managed Fds | $18.6M | 10.3% | 260K | +1,481 (+1%) | 8 of 8 | |
| 2 |  BND Vanguard BD Index Fds | $15.2M | 8.5% | 207K | +5,425 (+3%) | 8 of 8 | |
| 3 |  IEI Ishares TR | $15.1M | 8.4% | 129K | +2,307 (+2%) | 8 of 8 | |
| 4 |  BNDX Vanguard Total | $8.9M | 5.0% | 184K | +11K (+6%) | 8 of 8 | |
| 5 |  VWO Vanguard Intl Equity Index F | $7.9M | 4.4% | 132K | +884 (+1%) | 8 of 8 | |
| 6 |  AAPL Apple Inc | $5.8M | 3.2% | 20K | +226 (+1%) | 8 of 8 | |
| 7 |  GLD Spdr Gold TR | $4.7M | 2.6% | 13K | +177 (+1%) | 8 of 8 | |
| 8 |  MSFT Microsoft Corp | $4.6M | 2.5% | 12K | +2,029 (+20%) | 8 of 8 | |
| 9 |  VZ Verizon Communications I | $4M | 2.2% | 93K | +13K (+17%) | 8 of 8 | |
| 10 |  UNP Union Pac Corp | $3.8M | 2.1% | 14K | +31 (+0%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $23K | 100 |
 XOM Exxon Mobil Corp | $12K | 70 |
 MMM 3M Co | $10K | 71 |
 BMY Bristol Myers Squibb Co | $10K | 160 |
 IBRX Immunitybio Inc | $897 | 117 |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Gould Capital 13F FAQ
What does Gould Capital own?
Gould Capital reported 217 stocks worth $179M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are VEA (10.3%), BND (8.5%) and IEI (8.4%). The table above lists every position in the filing (the top 10 without an account).
What did Gould Capital buy and sell in Q2 2026?
Compared with Q1 2026: 19 new positions, 54 added to, 24 trimmed and 6 sold out. New positions include NBIX, ESGV and THG. It sold all of XOM, MMM and BMY.
When will Gould Capital file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Gould Capital's portfolio worth?
The Q2 2026 filing reports $179M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.