Gouws Capital LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 13, 2026), Gouws Capital LLC reported 55 stock positions worth $215.0 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 11.3% of the portfolio, followed by Eli Lilly (LLY, 9.7%) and Alphabet Class C (GOOG, 9.1%). Compared with Q1 2026, it opened 1 new position, sold out of 4, added to 15 and reduced 16. The biggest buy was Palo Alto Networks (PANW, shares +2%) and the biggest sale Danaher (DHR, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- Charlotte, NC
- CIK
- 0001908828
- Portfolio Value
- $215.0M (Q2 2026)
- SEC Filing
- 0001172661-26-002588 ↗ filed Jul 13, 2026
Holdings Value
Holdings 55 stocks · $215.0M
| QQQ Invesco QQQ Trust Series 1 | 11.34% | 33,088 | $24.4M | Reduce -2.1% |
| LLY Eli Lilly & Co. | 9.67% | 17,322 | $20.8M | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 9.15% | 55,662 | $19.7M | Reduce -3.7% |
| CAT Caterpillar Inc. | 7.46% | 15,066 | $16.0M | Reduce -5.5% |
| COST Costco Wholesale Corp. | 5.70% | 13,093 | $12.2M | Add +0.6% |
| V Visa Inc. Class A | 5.32% | 33,303 | $11.4M | Add +0.6% |
| AMZN Amazon.com Inc. | 4.83% | 43,546 | $10.4M | Add +0.6% |
| DE Deere & Co. | 4.36% | 14,782 | $9.4M | Add +0.8% |
| TER Teradyne Inc. | 3.58% | 15,883 | $7.7M | Add +0.1% |
| NEE Nextera Energy Inc. | 3.46% | 84,769 | $7.4M | Add +1.5% |
| CBOE Cboe Global Markets Inc. | 3.46% | 30,630 | $7.4M | Add +1.3% |
| PANW Palo Alto Networks Inc. | 3.35% | 21,085 | $7.2M | Add +1.7% |
| SYK Stryker Corp. | 3.19% | 21,761 | $6.9M | Add +0.9% |
| VOO Vanguard S&P 500 ETF | 3.03% | 9,477 | $6.5M | Add +0.0% |
| AAPL Apple Inc. | 2.13% | 15,828 | $4.6M | No change |
| LNG Cheniere Energy Inc. | 1.80% | 16,177 | $3.9M | Add +3.2% |
| GLD SPDR Gold Shares | 1.72% | 10,030 | $3.7M | No change |
| NVDA Nvidia Corp. | 1.70% | 18,265 | $3.7M | Add +14.5% |
| XYL Xylem Inc. | 1.44% | 26,265 | $3.1M | Add +6.0% |
| VIG Vanguard Dividend Apprec ETF | 1.41% | 12,770 | $3.0M | Reduce -5.7% |
| DHR Danaher Corp. | 1.23% | 13,925 | $2.7M | Reduce -15.1% |
| AMGN Amgen Inc. | 1.03% | 6,100 | $2.2M | Reduce -3.2% |
| DGRO iShares Core Dividend Growth | 0.98% | 27,685 | $2.1M | Reduce -3.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.83% | 2,400 | $1.8M | Reduce -4.0% |
| JPM JPMorgan Chase & Co. | 0.52% | 3,433 | $1.1M | No change |
| HSY The Hershey Co. | 0.52% | 6,400 | $1.1M | No change |
| PHO Invesco Water Resources ETF | 0.51% | 16,000 | $1.1M | No change |
| MSFT Microsoft Corp. | 0.50% | 2,894 | $1.1M | Reduce -15.1% |
| GOOGL Alphabet Inc. Class A | 0.48% | 2,880 | $1.0M | Reduce -13.5% |
| META Meta Platforms Inc. Class A | 0.47% | 1,800 | $1.0M | Reduce -7.0% |
| PWR Quanta Services Inc. | 0.36% | 1,072 | $772K | Reduce -12.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.32% | 8,300 | $682K | Add +93.0% |
| ABBV Abbvie Inc. | 0.32% | 2,700 | $679K | Reduce -4.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 1,246 | $623K | No change |
| IJR iShares Core S&P Small-Cap E | 0.28% | 4,025 | $597K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.23% | 6,164 | $497K | No change |
| PKG Packaging Corp. of America | 0.23% | 2,075 | $494K | No change |
| DIVB iShares Core Dividend ETF | 0.21% | 7,250 | $447K | Add +39.4% |
| ETN Eaton Corp. PLC | 0.20% | 1,000 | $426K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.20% | 840 | $421K | No change |
| BLK BlackRock Inc. | 0.19% | 429 | $413K | No change |
| PG The Procter & Gamble Co. | 0.19% | 2,750 | $403K | No change |
| AGG iShares Core U.S. Aggregate | 0.18% | 4,000 | $396K | No change |
| MCD McDonald's Corp. | 0.18% | 1,416 | $383K | No change |
| ZTS Zoetis Inc. | 0.18% | 5,300 | $381K | Reduce -15.9% |
| LPG Dorian LPG Ltd. | 0.16% | 9,955 | $346K | No change |
| JNJ Johnson & Johnson | 0.16% | 1,328 | $337K | No change |
| TXN Texas Instruments Inc. | 0.14% | 1,041 | $310K | No change |
| EMR Emerson Electric Co. | 0.14% | 2,150 | $308K | No change |
| ROK Rockwell Automation Inc. | 0.14% | 619 | $306K | No change |
| IGM iShares Expanded Tech Sector | 0.14% | 1,835 | $300K | Reduce -3.9% |
| AWK American Water Works Co. Inc. | 0.12% | 1,916 | $252K | No change |
| MRK Merck & Co. Inc. | 0.11% | 1,800 | $231K | No change |
| PNC PNC Financial Services Group | 0.10% | 840 | $207K | New |
| EPD Enterprise Products Partners | 0.09% | 5,449 | $200K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| DHR Danaher Corp. | Reduce -15.1% | 1.23% | −0.41 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.34 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.30 |
| ZTS Zoetis Inc. | Reduce -15.9% | 0.18% | −0.22 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.18 |
| MSFT Microsoft Corp. | Reduce -15.1% | 0.50% | −0.17 |
| AMGN Amgen Inc. | Reduce -3.2% | 1.03% | −0.15 |
| VIG Vanguard Dividend Apprec ETF | Reduce -5.7% | 1.41% | −0.14 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.12 |
| META Meta Platforms Inc. Class A | Reduce -7.0% | 0.47% | −0.11 |
| DGRO iShares Core Dividend Growth | Reduce -3.1% | 0.98% | −0.09 |
| GOOGL Alphabet Inc. Class A | Reduce -13.5% | 0.48% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.0% | 0.83% | −0.03 |
| ABBV Abbvie Inc. | Reduce -4.8% | 0.32% | −0.01 |
| PWR Quanta Services Inc. | Reduce -12.3% | 0.36% | +0.00 |
| IGM iShares Expanded Tech Sector | Reduce -3.9% | 0.14% | +0.02 |
| GOOG Alphabet Inc. Class C | Reduce -3.7% | 9.15% | +0.37 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.1% | 11.34% | +1.01 |
| LLY Eli Lilly & Co. | Reduce -0.2% | 9.67% | +1.21 |
| CAT Caterpillar Inc. | Reduce -5.5% | 7.46% | +1.48 |
Portfolio Buys Q1 2026 → Q2 2026
| PANW Palo Alto Networks Inc. | Add +1.7% | 3.35% | +1.59 |
| TER Teradyne Inc. | Add +0.1% | 3.58% | +1.09 |
| NVDA Nvidia Corp. | Add +14.5% | 1.70% | +0.23 |
| SHY iShares 1-3 Year Treasury Bo | Add +93.0% | 0.32% | +0.13 |
| PNC PNC Financial Services Group | New | 0.10% | +0.10 |
| DIVB iShares Core Dividend ETF | Add +39.4% | 0.21% | +0.06 |
| AMZN Amazon.com Inc. | Add +0.6% | 4.83% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +0.0% | 3.03% | +0.03 |
| V Visa Inc. Class A | Add +0.6% | 5.32% | +0.02 |
| DE Deere & Co. | Add +0.8% | 4.36% | −0.01 |
| XYL Xylem Inc. | Add +6.0% | 1.44% | −0.12 |
| LNG Cheniere Energy Inc. | Add +3.2% | 1.80% | −0.56 |
| SYK Stryker Corp. | Add +0.9% | 3.19% | −0.56 |
| NEE Nextera Energy Inc. | Add +1.5% | 3.46% | −0.64 |
| CBOE Cboe Global Markets Inc. | Add +1.3% | 3.46% | −1.04 |
| COST Costco Wholesale Corp. | Add +0.6% | 5.70% | −1.17 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 55 | $215.0M | QQQ, LLY, GOOG, CAT, COST |
| Q1 2026 | 58 | $188.9M | QQQ, GOOG, LLY, COST, CAT |
| Q4 2025 | 55 | $189.2M | QQQ, LLY, GOOG, V, COST |
| Q3 2025 | 55 | $181.9M | QQQ, GOOG, LLY, COST, V |
| Q2 2025 | 53 | $164.1M | QQQ, LLY, COST, V, GOOG |
| Q1 2025 | 49 | $152.9M | QQQ, LLY, COST, V, GOOG |
| Q4 2024 | 43 | $145.8M | QQQ, LLY, COST, GOOG, V |
| Q3 2024 | 43 | $148.1M | QQQ, LLY, COST, GOOG, V |
| Q2 2024 | 42 | $139.7M | QQQ, LLY, COST, GOOG, AMZN |
| Q1 2024 | 44 | $131.9M | LLY, QQQ, COST, GOOG, V |