Gouws Capital LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 6, 2024), Gouws Capital LLC reported 43 stock positions worth $148.1 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 11.1% of the portfolio, followed by Eli Lilly (LLY, 10.5%) and Costco Wholesale (COST, 7.9%). Compared with Q2 2024, it opened 3 new positions, sold out of 2, added to 11 and reduced 10. The biggest buy was a new position in Palo Alto Networks (PANW) and the biggest sale Eli Lilly (LLY, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Charlotte, NC
- CIK
- 0001908828
- Portfolio Value
- $148.1M (Q3 2024)
- SEC Filing
- 0001172661-24-004483 ↗ filed Nov 6, 2024
Holdings Value
Holdings 43 stocks · $148.1M
| QQQ Invesco QQQ Trust Series 1 | 11.07% | 33,583 | $16.4M | Add +0.0% |
| LLY Eli Lilly & Co. | 10.54% | 17,627 | $15.6M | Reduce -0.5% |
| COST Costco Wholesale Corp. | 7.88% | 13,162 | $11.7M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 6.48% | 57,395 | $9.6M | Add +0.1% |
| V Visa Inc. Class A | 5.43% | 29,242 | $8.0M | Add +1.0% |
| AMZN Amazon.com Inc. | 5.08% | 40,366 | $7.5M | Add +0.3% |
| DHR Danaher Corp. | 4.99% | 26,562 | $7.4M | Add +1.6% |
| SYK Stryker Corp. | 4.86% | 19,924 | $7.2M | No change |
| NEE Nextera Energy Inc. | 4.07% | 71,248 | $6.0M | Add +1.1% |
| CBOE Cboe Global Markets Inc. | 3.89% | 28,115 | $5.8M | Reduce -0.1% |
| DE Deere & Co. | 3.80% | 13,499 | $5.6M | Add +2.5% |
| AMGN Amgen Inc. | 3.63% | 16,663 | $5.4M | Add +2.5% |
| VOO Vanguard S&P 500 ETF | 3.50% | 9,810 | $5.2M | Reduce -2.3% |
| CAT Caterpillar Inc. | 3.34% | 12,657 | $5.0M | Add +9.6% |
| ZTS Zoetis Inc. | 2.73% | 20,676 | $4.0M | Reduce -3.4% |
| VIG Vanguard Dividend Apprec ETF | 2.25% | 16,858 | $3.3M | Reduce -0.4% |
| XYL Xylem Inc. | 1.93% | 21,191 | $2.9M | Add +29.4% |
| AAPL Apple Inc. | 1.76% | 11,193 | $2.6M | Reduce -0.4% |
| LNG Cheniere Energy Inc. | 1.74% | 14,330 | $2.6M | Add +0.2% |
| GLD SPDR Gold Shares | 1.66% | 10,100 | $2.5M | No change |
| DGRO iShares Core Dividend Growth | 1.07% | 25,355 | $1.6M | Reduce -0.3% |
| HSY The Hershey Co. | 0.85% | 6,600 | $1.3M | No change |
| PHO Invesco Water Resources ETF | 0.76% | 16,000 | $1.1M | No change |
| UNH Unitedhealth Group Inc. | 0.74% | 1,876 | $1.1M | No change |
| PANW Palo Alto Networks Inc. | 0.69% | 2,970 | $1.0M | New |
| MSFT Microsoft Corp. | 0.63% | 2,174 | $935K | Reduce -0.2% |
| NVDA Nvidia Corp. | 0.50% | 6,050 | $735K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.47% | 6,128 | $692K | No change |
| GOOGL Alphabet Inc. Class A | 0.37% | 3,290 | $546K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.37% | 1,175 | $541K | Reduce -6.0% |
| LPG Dorian LPG Ltd. | 0.33% | 14,105 | $485K | No change |
| ABBV Abbvie Inc. | 0.31% | 2,355 | $465K | No change |
| PKG Packaging Corp. of America | 0.28% | 1,950 | $420K | No change |
| XOM Exxon Mobil Corp. | 0.27% | 3,420 | $401K | No change |
| PG The Procter & Gamble Co. | 0.23% | 2,000 | $346K | No change |
| META Meta Platforms Inc. Class A | 0.23% | 600 | $343K | No change |
| PWR Quanta Services Inc. | 0.22% | 1,100 | $328K | No change |
| JPM JPMorgan Chase & Co. | 0.21% | 1,500 | $316K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.21% | 500 | $309K | No change |
| MCD McDonald's Corp. | 0.21% | 1,000 | $305K | No change |
| MRK Merck & Co. Inc. | 0.15% | 2,000 | $227K | No change |
| PNC PNC Financial Services Group | 0.14% | 1,100 | $203K | New |
| WMT Walmart Inc. | 0.14% | 2,500 | $202K | New |
Portfolio Sells Q2 2024 → Q3 2024
| LLY Eli Lilly & Co. | Reduce -0.5% | 10.54% | −0.94 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.24 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.18 |
| COST Costco Wholesale Corp. | Reduce -0.1% | 7.88% | −0.14 |
| VOO Vanguard S&P 500 ETF | Reduce -2.3% | 3.50% | −0.10 |
| MSFT Microsoft Corp. | Reduce -0.2% | 0.63% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -6.0% | 0.37% | +0.00 |
| DGRO iShares Core Dividend Growth | Reduce -0.3% | 1.07% | +0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.4% | 2.25% | +0.04 |
| AAPL Apple Inc. | Reduce -0.4% | 1.76% | +0.07 |
| ZTS Zoetis Inc. | Reduce -3.4% | 2.73% | +0.07 |
| CBOE Cboe Global Markets Inc. | Reduce -0.1% | 3.89% | +0.46 |
Portfolio Buys Q2 2024 → Q3 2024
| PANW Palo Alto Networks Inc. | New | 0.69% | +0.69 |
| CAT Caterpillar Inc. | Add +9.6% | 3.34% | +0.59 |
| NEE Nextera Energy Inc. | Add +1.1% | 4.07% | +0.50 |
| XYL Xylem Inc. | Add +29.4% | 1.93% | +0.34 |
| DHR Danaher Corp. | Add +1.6% | 4.99% | +0.31 |
| DE Deere & Co. | Add +2.5% | 3.80% | +0.28 |
| PNC PNC Financial Services Group | New | 0.14% | +0.14 |
| WMT Walmart Inc. | New | 0.14% | +0.14 |
| V Visa Inc. Class A | Add +1.0% | 5.43% | −0.01 |
| AMGN Amgen Inc. | Add +2.5% | 3.63% | −0.01 |
| LNG Cheniere Energy Inc. | Add +0.2% | 1.74% | −0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.0% | 11.07% | −0.45 |
| AMZN Amazon.com Inc. | Add +0.3% | 5.08% | −0.49 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 6.48% | −1.05 |
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 |