Gould Asset Management LLC
Gould Asset Management LLC reported 176 holdings worth US$635M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 6, 2026
Gould Asset Management LLC reported 176 holdings worth US$635M as of Jun 30, 2026. Largest: Apple Inc, Microsoft Corp. and Broadcom Inc. Filed Aug 6, 2026 (Form 13F).
- Holdings
- 176
- Value as reported
- US$635M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 42,032 | US$12.2M | 1.9% |
| Microsoft Corp. | 8,026 | US$2.99M | 0.47% |
| Broadcom Inc. | 5,883 | US$2.22M | 0.35% |
| Eli Lilly And Company | 1,702 | US$2.04M | 0.32% |
| Jp Morgan Chase & Co. | 6,064 | US$1.98M | 0.31% |
| Costco Wholesale Corporation | 1,961 | US$1.83M | 0.29% |
| Walmart Inc. | 14,721 | US$1.67M | 0.26% |
| Caterpillar, Inc. | 1,544 | US$1.64M | 0.26% |
| Exxon Mobil Corporation | 10,171 | US$1.39M | 0.22% |
| Alphabet Inc (google) Class C | 3,805 | US$1.36M | 0.21% |
| Amazon.com, Inc. | 5,357 | US$1.28M | 0.20% |
| Targa Resources, Inc. | 4,669 | US$1.25M | 0.20% |
| Visa Inc. | 3,574 | US$1.23M | 0.19% |
| Nvidia Corporation | 5,680 | US$1.14M | 0.18% |
| Cisco Systems, Inc. | 8,720 | US$1.02M | 0.16% |
| Meta Platforms, Inc. | 1,729 | US$974K | 0.15% |
| Home Depot, Inc. (the) | 2,667 | US$941K | 0.15% |
| Texas Instruments Incorporated | 3,133 | US$934K | 0.15% |
| Mastercard Incorporated | 1,725 | US$886K | 0.14% |
| Pepsico, Inc. | 6,350 | US$860K | 0.14% |
| Bank Of America Corporation | 13,517 | US$770K | 0.12% |
| Berkshire Hathaway Inc. | 1,472 | US$737K | 0.12% |
| Oneok, Inc. | 8,199 | US$713K | 0.11% |
| Tc Energy Corporation | 10,328 | US$685K | 0.11% |
| Energy Transfer Lp | 35,149 | US$672K | 0.11% |
| Mcdonald's Corporation | 2,423 | US$655K | 0.10% |
| Enterprise Products Partners L.p. | 17,274 | US$635K | 0.10% |
| Ge Aerospace | 1,572 | US$588K | 0.09% |
| Enbridge Inc. | 10,568 | US$573K | 0.09% |
| Abbvie Inc. | 2,266 | US$570K | 0.09% |
| Unitedhealth Group Incorporated | 1,367 | US$568K | 0.09% |
| Chevron Corporation | 3,354 | US$556K | 0.09% |
| Plains All American Pipeline, L.p. | 24,485 | US$545K | 0.09% |
| Johnson & Johnson | 2,137 | US$543K | 0.09% |
| Nextera Energy, Inc. | 5,644 | US$495K | 0.08% |
| Oracle Corporation | 3,314 | US$486K | 0.08% |
| International Business Machines Corporation | 1,724 | US$485K | 0.08% |
| Stryker Corporation | 1,499 | US$472K | 0.07% |
| Abbott Laboratories | 5,016 | US$455K | 0.07% |
| Ge Vernova Inc. | 387 | US$455K | 0.07% |
| Boston Scientific Corporation | 10,415 | US$445K | 0.07% |
| Lowe's Companies, Inc. | 1,930 | US$425K | 0.07% |
| Coca-cola Company (the) | 5,157 | US$419K | 0.07% |
| Procter & Gamble Company (the) | 2,797 | US$410K | 0.06% |
| Merck & Company, Inc. | 3,182 | US$409K | 0.06% |
| Brookfield Corporation | 8,834 | US$376K | 0.06% |
| Union Pacific Corporation | 1,363 | US$371K | 0.06% |
| Tesla, Inc. | 873 | US$367K | 0.06% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 730 | US$349K | 0.05% |
| Wells Fargo & Company | 4,157 | US$344K | 0.05% |
| Vale S.a. | 22,500 | US$338K | 0.05% |
| Goldman Sachs Group, Inc. (the) | 320 | US$324K | 0.05% |
| Micron Technology, Inc. | 275 | US$317K | 0.05% |
| Kla Corporation | 1,020 | US$308K | 0.05% |
| Bristol-myers Squibb Company | 5,277 | US$304K | 0.05% |
| Itau Unibanco Holding S.a. | 37,003 | US$302K | 0.05% |
| Banco Bradesco Sa | 81,506 | US$283K | 0.04% |
| Palantir Technologies Inc. | 2,391 | US$279K | 0.04% |
| Corteva, Inc. | 3,192 | US$270K | 0.04% |
| Nutrien Ltd. | 3,933 | US$248K | 0.04% |
| Qualcomm Incorporated | 1,211 | US$224K | 0.04% |
| Pfizer, Inc. | 9,062 | US$218K | 0.03% |
| Blackrock, Inc. | 226 | US$217K | 0.03% |
| Illinois Tool Works Inc. | 796 | US$215K | 0.03% |
| Advanced Micro Devices Inc | 362 | US$210K | 0.03% |
| Quanta Services, Inc. | 289 | US$208K | 0.03% |
| Lockheed Martin Corporation | 400 | US$204K | 0.03% |
| Wipro Limited | 17,370 | US$39,083 | <0.01% |
| S&p Global Inc. | 0 | US$0 | 0.00% |
| Conocophillips | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| Iovance Biotherapeutics, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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