Gouws Capital LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 8, 2024), Gouws Capital LLC reported 44 stock positions worth $131.9 million. Its top holding was Eli Lilly (LLY) at 10.8% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 10.7%) and Costco Wholesale (COST, 7.0%). Compared with Q4 2023, it sold out of 1, added to 10 and reduced 20. The biggest buy was Amgen (AMGN, shares +35%) and the biggest sale Zoetis (ZTS, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- Charlotte, NC
- CIK
- 0001908828
- Portfolio Value
- $131.9M (Q1 2024)
- SEC Filing
- 0001172661-24-002068 ↗ filed May 8, 2024
Holdings Value
Holdings 44 stocks · $131.9M
| LLY Eli Lilly & Co. | 10.81% | 18,338 | $14.3M | Reduce -6.9% |
| QQQ Invesco QQQ Trust Series 1 | 10.69% | 31,764 | $14.1M | Reduce -5.8% |
| COST Costco Wholesale Corp. | 6.97% | 12,542 | $9.2M | Reduce -4.0% |
| GOOG Alphabet Inc. Class C | 6.41% | 55,555 | $8.5M | Reduce -2.8% |
| V Visa Inc. Class A | 5.83% | 27,578 | $7.7M | Reduce -4.1% |
| AMZN Amazon.com Inc. | 5.42% | 39,671 | $7.2M | Add +0.6% |
| SYK Stryker Corp. | 5.17% | 19,072 | $6.8M | Reduce -4.0% |
| DHR Danaher Corp. | 4.74% | 25,058 | $6.3M | Reduce -2.7% |
| DE Deere & Co. | 3.84% | 12,340 | $5.1M | Add +1.2% |
| CBOE Cboe Global Markets Inc. | 3.74% | 26,835 | $4.9M | Add +4.0% |
| VOO Vanguard S&P 500 ETF | 3.65% | 10,030 | $4.8M | Reduce -0.9% |
| NEE Nextera Energy Inc. | 3.36% | 69,273 | $4.4M | Add +2.7% |
| AMGN Amgen Inc. | 3.34% | 15,510 | $4.4M | Add +34.8% |
| UNH Unitedhealth Group Inc. | 3.19% | 8,499 | $4.2M | Add +0.6% |
| CAT Caterpillar Inc. | 3.13% | 11,277 | $4.1M | Add +3.1% |
| ZTS Zoetis Inc. | 2.76% | 21,526 | $3.6M | Reduce -5.2% |
| VIG Vanguard Dividend Apprec ETF | 2.34% | 16,937 | $3.1M | Reduce -0.8% |
| LNG Cheniere Energy Inc. | 1.71% | 14,000 | $2.3M | Add +3.9% |
| GLD SPDR Gold Shares | 1.58% | 10,100 | $2.1M | Reduce -1.9% |
| AAPL Apple Inc. | 1.42% | 10,940 | $1.9M | Reduce -5.6% |
| DGRO iShares Core Dividend Growth | 1.15% | 26,170 | $1.5M | Reduce -0.4% |
| HSY The Hershey Co. | 0.97% | 6,600 | $1.3M | Reduce -4.7% |
| PHO Invesco Water Resources ETF | 0.81% | 16,000 | $1.1M | No change |
| MSFT Microsoft Corp. | 0.69% | 2,179 | $917K | No change |
| XYL Xylem Inc. | 0.56% | 5,700 | $737K | Reduce -12.6% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.55% | 6,676 | $727K | Add +7.2% |
| NVDA Nvidia Corp. | 0.48% | 698 | $631K | Add +13.5% |
| GOOGL Alphabet Inc. Class A | 0.42% | 3,690 | $557K | No change |
| LPG Dorian LPG Ltd. | 0.41% | 14,105 | $542K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.40% | 1,250 | $526K | Reduce -21.9% |
| ABBV Abbvie Inc. | 0.31% | 2,230 | $406K | No change |
| XOM Exxon Mobil Corp. | 0.30% | 3,420 | $398K | No change |
| PG The Procter & Gamble Co. | 0.30% | 2,405 | $390K | No change |
| UPS United Parcel Service Class B | 0.28% | 2,500 | $372K | Reduce -3.9% |
| PKG Packaging Corp. of America | 0.28% | 1,950 | $370K | No change |
| AGCO Agco Corp. | 0.28% | 3,000 | $369K | Reduce -4.8% |
| META Meta Platforms Inc. Class A | 0.24% | 650 | $316K | Reduce -7.1% |
| JPM JPMorgan Chase & Co. | 0.23% | 1,500 | $300K | Reduce -4.5% |
| TMO Thermo Fisher Scientific Inc. | 0.22% | 500 | $291K | No change |
| PWR Quanta Services Inc. | 0.22% | 1,100 | $286K | No change |
| MCD McDonald's Corp. | 0.21% | 1,000 | $282K | No change |
| PEP Pepsico Inc. | 0.20% | 1,525 | $267K | No change |
| MRK Merck & Co. Inc. | 0.20% | 2,000 | $264K | No change |
| WY Weyerhaeuser Co. | 0.16% | 5,760 | $207K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| ZTS Zoetis Inc. | Reduce -5.2% | 2.76% | −0.89 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -5.8% | 10.69% | −0.56 |
| AAPL Apple Inc. | Reduce -5.6% | 1.42% | −0.40 |
| VLTO Veralto Corp. | Sold out | 0.00% | −0.36 |
| V Visa Inc. Class A | Reduce -4.1% | 5.83% | −0.26 |
| GOOG Alphabet Inc. Class C | Reduce -2.8% | 6.41% | −0.15 |
| DHR Danaher Corp. | Reduce -2.7% | 4.74% | −0.11 |
| HSY The Hershey Co. | Reduce -4.7% | 0.97% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -21.9% | 0.40% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -4.0% | 6.97% | −0.06 |
| UPS United Parcel Service Class B | Reduce -3.9% | 0.28% | −0.05 |
| XYL Xylem Inc. | Reduce -12.6% | 0.56% | −0.05 |
| AGCO Agco Corp. | Reduce -4.8% | 0.28% | −0.03 |
| GLD SPDR Gold Shares | Reduce -1.9% | 1.58% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.8% | 2.34% | −0.03 |
| DGRO iShares Core Dividend Growth | Reduce -0.4% | 1.15% | +0.00 |
| JPM JPMorgan Chase & Co. | Reduce -4.5% | 0.23% | +0.01 |
| META Meta Platforms Inc. Class A | Reduce -7.1% | 0.24% | +0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -0.9% | 3.65% | +0.05 |
| SYK Stryker Corp. | Reduce -4.0% | 5.17% | +0.33 |
| LLY Eli Lilly & Co. | Reduce -6.9% | 10.81% | +1.46 |
Portfolio Buys Q4 2023 → Q1 2024
| AMGN Amgen Inc. | Add +34.8% | 3.34% | +0.64 |
| AMZN Amazon.com Inc. | Add +0.6% | 5.42% | +0.54 |
| CAT Caterpillar Inc. | Add +3.1% | 3.13% | +0.50 |
| NVDA Nvidia Corp. | Add +13.5% | 0.48% | +0.23 |
| NEE Nextera Energy Inc. | Add +2.7% | 3.36% | +0.02 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +7.2% | 0.55% | −0.01 |
| CBOE Cboe Global Markets Inc. | Add +4.0% | 3.74% | −0.02 |
| DE Deere & Co. | Add +1.2% | 3.84% | −0.13 |
| LNG Cheniere Energy Inc. | Add +3.9% | 1.71% | −0.16 |
| UNH Unitedhealth Group Inc. | Add +0.6% | 3.19% | −0.44 |
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 |