Gouws Capital LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 31, 2024), Gouws Capital LLC reported 42 stock positions worth $139.7 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 11.5% of the portfolio, followed by Eli Lilly (LLY, 11.5%) and Costco Wholesale (COST, 8.0%). Compared with Q1 2024, it sold out of 2, added to 17 and reduced 10. The biggest buy was Alphabet Class C (GOOG, shares +3%) and the biggest sale Unitedhealth (UNH, shares −78%).
- Most Recent 13F
- Q2 2026
- Location
- Charlotte, NC
- CIK
- 0001908828
- Portfolio Value
- $139.7M (Q2 2024)
- SEC Filing
- 0001172661-24-003003 ↗ filed Jul 31, 2024
Holdings Value
Holdings 42 stocks · $139.7M
| QQQ Invesco QQQ Trust Series 1 | 11.51% | 33,579 | $16.1M | Add +5.7% |
| LLY Eli Lilly & Co. | 11.48% | 17,723 | $16.0M | Reduce -3.4% |
| COST Costco Wholesale Corp. | 8.02% | 13,182 | $11.2M | Add +5.1% |
| GOOG Alphabet Inc. Class C | 7.53% | 57,335 | $10.5M | Add +3.2% |
| AMZN Amazon.com Inc. | 5.57% | 40,241 | $7.8M | Add +1.4% |
| V Visa Inc. Class A | 5.44% | 28,948 | $7.6M | Add +5.0% |
| SYK Stryker Corp. | 4.85% | 19,924 | $6.8M | Add +4.5% |
| DHR Danaher Corp. | 4.67% | 26,137 | $6.5M | Add +4.3% |
| AMGN Amgen Inc. | 3.64% | 16,263 | $5.1M | Add +4.8% |
| VOO Vanguard S&P 500 ETF | 3.60% | 10,045 | $5.0M | Add +0.1% |
| NEE Nextera Energy Inc. | 3.57% | 70,448 | $5.0M | Add +1.7% |
| DE Deere & Co. | 3.52% | 13,164 | $4.9M | Add +6.7% |
| CBOE Cboe Global Markets Inc. | 3.43% | 28,155 | $4.8M | Add +4.9% |
| CAT Caterpillar Inc. | 2.75% | 11,547 | $3.8M | Add +2.4% |
| ZTS Zoetis Inc. | 2.66% | 21,406 | $3.7M | Reduce -0.6% |
| VIG Vanguard Dividend Apprec ETF | 2.21% | 16,924 | $3.1M | Reduce -0.1% |
| LNG Cheniere Energy Inc. | 1.79% | 14,295 | $2.5M | Add +2.1% |
| AAPL Apple Inc. | 1.69% | 11,239 | $2.4M | Add +2.7% |
| XYL Xylem Inc. | 1.59% | 16,374 | $2.2M | Add +187.3% |
| GLD SPDR Gold Shares | 1.55% | 10,100 | $2.2M | No change |
| DGRO iShares Core Dividend Growth | 1.05% | 25,420 | $1.5M | Reduce -2.9% |
| HSY The Hershey Co. | 0.87% | 6,600 | $1.2M | No change |
| PHO Invesco Water Resources ETF | 0.74% | 16,000 | $1.0M | No change |
| MSFT Microsoft Corp. | 0.70% | 2,179 | $974K | No change |
| UNH Unitedhealth Group Inc. | 0.68% | 1,876 | $955K | Reduce -77.9% |
| NVDA Nvidia Corp. | 0.53% | 6,050 | $747K | Reduce -13.3% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.47% | 6,128 | $656K | Reduce -8.2% |
| GOOGL Alphabet Inc. Class A | 0.43% | 3,290 | $599K | Reduce -10.8% |
| LPG Dorian LPG Ltd. | 0.42% | 14,105 | $592K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.36% | 1,250 | $509K | No change |
| ABBV Abbvie Inc. | 0.29% | 2,355 | $404K | Add +5.6% |
| XOM Exxon Mobil Corp. | 0.28% | 3,420 | $394K | No change |
| PKG Packaging Corp. of America | 0.25% | 1,950 | $356K | No change |
| UPS United Parcel Service Class B | 0.24% | 2,500 | $342K | No change |
| PG The Procter & Gamble Co. | 0.24% | 2,000 | $330K | Reduce -16.8% |
| JPM JPMorgan Chase & Co. | 0.22% | 1,500 | $303K | No change |
| META Meta Platforms Inc. Class A | 0.22% | 600 | $303K | Reduce -7.7% |
| PWR Quanta Services Inc. | 0.20% | 1,100 | $279K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.20% | 500 | $277K | No change |
| MCD McDonald's Corp. | 0.18% | 1,000 | $255K | No change |
| PEP Pepsico Inc. | 0.18% | 1,525 | $252K | No change |
| MRK Merck & Co. Inc. | 0.18% | 2,000 | $248K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| UNH Unitedhealth Group Inc. | Reduce -77.9% | 0.68% | −2.50 |
| AGCO Agco Corp. | Sold out | 0.00% | −0.28 |
| WY Weyerhaeuser Co. | Sold out | 0.00% | −0.16 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.1% | 2.21% | −0.13 |
| ZTS Zoetis Inc. | Reduce -0.6% | 2.66% | −0.11 |
| DGRO iShares Core Dividend Growth | Reduce -2.9% | 1.05% | −0.10 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -8.2% | 0.47% | −0.08 |
| PG The Procter & Gamble Co. | Reduce -16.8% | 0.24% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -7.7% | 0.22% | −0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -10.8% | 0.43% | +0.01 |
| NVDA Nvidia Corp. | Reduce -13.3% | 0.53% | +0.06 |
| LLY Eli Lilly & Co. | Reduce -3.4% | 11.48% | +0.67 |
Portfolio Buys Q1 2024 → Q2 2024
| GOOG Alphabet Inc. Class C | Add +3.2% | 7.53% | +1.11 |
| COST Costco Wholesale Corp. | Add +5.1% | 8.02% | +1.05 |
| XYL Xylem Inc. | Add +187.3% | 1.59% | +1.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.7% | 11.51% | +0.82 |
| AMGN Amgen Inc. | Add +4.8% | 3.64% | +0.29 |
| AAPL Apple Inc. | Add +2.7% | 1.69% | +0.27 |
| NEE Nextera Energy Inc. | Add +1.7% | 3.57% | +0.21 |
| AMZN Amazon.com Inc. | Add +1.4% | 5.57% | +0.14 |
| LNG Cheniere Energy Inc. | Add +2.1% | 1.79% | +0.08 |
| ABBV Abbvie Inc. | Add +5.6% | 0.29% | −0.02 |
| VOO Vanguard S&P 500 ETF | Add +0.1% | 3.60% | −0.06 |
| DHR Danaher Corp. | Add +4.3% | 4.67% | −0.07 |
| CBOE Cboe Global Markets Inc. | Add +4.9% | 3.43% | −0.31 |
| DE Deere & Co. | Add +6.7% | 3.52% | −0.32 |
| SYK Stryker Corp. | Add +4.5% | 4.85% | −0.32 |
| CAT Caterpillar Inc. | Add +2.4% | 2.75% | −0.38 |
| V Visa Inc. Class A | Add +5.0% | 5.44% | −0.40 |
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 |