<strong>Gould Capital LLC</strong> Portfolio Shifts: Significant Changes in Q2 Holdings Revealed
Gould Capital, Llc's portfolio saw notable changes during the second quarter of 2026 with significant purchases and sales across various sectors.
In this filing for Gould Capital, Llc, we observe a dynamic shift in holdings reflecting strategic adjustments. The portfolio manager appears to have focused on capitalizing on specific opportunities while strategically reducing exposure elsewhere.
Among the most significant actions this quarter was the substantial increase in RKT. This position saw an 80.37% jump, indicating a strong conviction in Rocket Companies Inc Class A common stock (RKT). Similarly, there's notable buying activity in other sectors.
Key holdings like VEA and BND experienced significant share increases but maintained stable allocations at approximately 10.34% and 8.48%% respectively of the total portfolio value. IEI also saw a modest increase, adding to its existing allocation.
The investor's Technology sector holdings show continued interest, with additions like Neurocrine Biosciences Inc (NBIX) gaining 100% in shares this quarter and Veeva Systems Inc (VEEV) seeing substantial share growth. Existing positions such as AAPL and MSFT also saw positive changes.
Conversely, the portfolio manager divested from several holdings significantly. Dell Technologies Inc (DELL) experienced a sharp decline of 66.2% in its position due to large share reductions. Vanguard Total World Bond ETF (BNDW) was completely liquidated (-98.43% change), though it had been a small holding.
Financial Services sector saw both inflows and outflows, with notable purchases of Rocket Companies Inc Class A shares (RKT) and Nuveen AMT Free Municipal Income Fund Shares (NVG). However, the exit from G65773106 (-98.43%) represents a near-complete sale.
Other significant exits include Vanguard Total International Bond ETF (BNDX), which saw its allocation drop to 4.97%% despite share increases, suggesting overall portfolio rebalancing or value realization occurred. Verizon Inc (VZ) also experienced substantial growth in shares but maintained a stable sector classification.
The portfolio shows diversification across multiple sectors including Technology, Financial Services, Communication Services, and others like Utilities with AES Corp (AES). The changes indicate active management focused on optimizing returns while maintaining strategic asset allocation targets.