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Gouws Capital LLC

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13F filer, CIK 1908828, Charlotte, NC

Gouws Capital LLC reported $214,952,594 across 55 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-13. Its ten largest share positions make up 64.86% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-002588

Period
2026-06-30
Reported value
$215M
Holdings
55
Top 10 weight
64.86%
New
1
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NVDAadded+2,308$462K
VOadded+4,623$372K
SHYadded+4,000$328K
PNCnew+840$207K
XYLadded+1,489$176K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CATreduced-876-$933K
GOOGreduced-2,135-$754K
XOMexited-3,823-$649K
LQDexited-5,208-$568K
QQQreduced-720-$530K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001172661-26-002588, largest first. % of portfolio is the value over $214,952,594, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33,490 shares; 2025Q1: 35,098 shares; 2025Q2: 34,624 shares; 2025Q3: 45,019 shares; 2025Q4: 34,123 shares; 2026Q1: 33,808 shares; 2026Q2: 33,088 shares 33,088$24.4M11.34%-720Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,505 shares; 2025Q1: 16,954 shares; 2025Q2: 17,147 shares; 2025Q3: 17,484 shares; 2025Q4: 17,430 shares; 2026Q1: 17,359 shares; 2026Q2: 17,322 shares 17,322$20.8M9.67%-37Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 57,655 shares; 2025Q1: 61,256 shares; 2025Q2: 60,871 shares; 2025Q3: 60,771 shares; 2025Q4: 58,957 shares; 2026Q1: 57,797 shares; 2026Q2: 55,662 shares 55,662$19.7M9.15%-2,135Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,062 shares; 2025Q1: 14,990 shares; 2025Q2: 15,935 shares; 2025Q3: 16,149 shares; 2025Q4: 16,270 shares; 2026Q1: 15,942 shares; 2026Q2: 15,066 shares 15,066$16M7.46%-876Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,972 shares; 2025Q1: 12,980 shares; 2025Q2: 12,633 shares; 2025Q3: 12,763 shares; 2025Q4: 12,980 shares; 2026Q1: 13,011 shares; 2026Q2: 13,093 shares 13,093$12.2M5.7%+82Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32,102 shares; 2025Q1: 32,638 shares; 2025Q2: 31,903 shares; 2025Q3: 32,273 shares; 2025Q4: 32,731 shares; 2026Q1: 33,096 shares; 2026Q2: 33,303 shares 33,303$11.4M5.32%+207Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40,516 shares; 2025Q1: 42,280 shares; 2025Q2: 40,850 shares; 2025Q3: 41,789 shares; 2025Q4: 42,154 shares; 2026Q1: 43,270 shares; 2026Q2: 43,546 shares 43,546$10.4M4.83%+276Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,544 shares; 2025Q1: 13,831 shares; 2025Q2: 13,881 shares; 2025Q3: 14,140 shares; 2025Q4: 14,570 shares; 2026Q1: 14,667 shares; 2026Q2: 14,782 shares 14,782$9.38M4.36%+115Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,818 shares; 2025Q4: 15,323 shares; 2026Q1: 15,863 shares; 2026Q2: 15,883 shares 15,883$7.68M3.58%+20Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 71,098 shares; 2025Q1: 73,438 shares; 2025Q2: 76,978 shares; 2025Q3: 79,154 shares; 2025Q4: 82,579 shares; 2026Q1: 83,494 shares; 2026Q2: 84,769 shares 84,769$7.44M3.46%+1,275Timeline
CBOECBOE GLOBAL MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28,520 shares; 2025Q1: 28,745 shares; 2025Q2: 29,140 shares; 2025Q3: 29,566 shares; 2025Q4: 30,284 shares; 2026Q1: 30,236 shares; 2026Q2: 30,630 shares 30,630$7.43M3.46%+394Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,990 shares; 2025Q1: 17,105 shares; 2025Q2: 17,300 shares; 2025Q3: 18,117 shares; 2025Q4: 19,501 shares; 2026Q1: 20,727 shares; 2026Q2: 21,085 shares 21,085$7.19M3.35%+358Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,014 shares; 2025Q1: 20,219 shares; 2025Q2: 20,374 shares; 2025Q3: 20,689 shares; 2025Q4: 21,289 shares; 2026Q1: 21,556 shares; 2026Q2: 21,761 shares 21,761$6.85M3.19%+205Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,732 shares; 2025Q1: 9,707 shares; 2025Q2: 9,569 shares; 2025Q3: 9,738 shares; 2025Q4: 9,813 shares; 2026Q1: 9,474 shares; 2026Q2: 9,477 shares 9,477$6.51M3.03%+3Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,193 shares; 2025Q1: 16,316 shares; 2025Q2: 16,088 shares; 2025Q3: 15,838 shares; 2025Q4: 15,828 shares; 2026Q1: 15,828 shares; 2026Q2: 15,828 shares 15,828$4.58M2.13%0Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,265 shares; 2025Q1: 14,740 shares; 2025Q2: 15,145 shares; 2025Q3: 15,743 shares; 2025Q4: 15,592 shares; 2026Q1: 15,675 shares; 2026Q2: 16,177 shares 16,177$3.87M1.8%+502Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,100 shares; 2025Q1: 10,100 shares; 2025Q2: 10,030 shares; 2025Q3: 10,030 shares; 2025Q4: 10,030 shares; 2026Q1: 10,030 shares; 2026Q2: 10,030 shares 10,030$3.69M1.72%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,150 shares; 2025Q1: 6,150 shares; 2025Q2: 7,950 shares; 2025Q3: 8,601 shares; 2025Q4: 11,714 shares; 2026Q1: 15,957 shares; 2026Q2: 18,265 shares 18,265$3.65M1.7%+2,308Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,966 shares; 2025Q1: 17,540 shares; 2025Q2: 20,955 shares; 2025Q3: 21,861 shares; 2025Q4: 24,176 shares; 2026Q1: 24,776 shares; 2026Q2: 26,265 shares 26,265$3.1M1.44%+1,489Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,558 shares; 2025Q1: 14,434 shares; 2025Q2: 14,428 shares; 2025Q3: 14,428 shares; 2025Q4: 14,518 shares; 2026Q1: 13,542 shares; 2026Q2: 12,770 shares 12,770$3.02M1.41%-772Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,802 shares; 2025Q1: 17,888 shares; 2025Q2: 17,203 shares; 2025Q3: 17,098 shares; 2025Q4: 16,698 shares; 2026Q1: 16,408 shares; 2026Q2: 13,925 shares 13,925$2.65M1.23%-2,483Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,900 shares; 2025Q1: 13,900 shares; 2025Q2: 13,560 shares; 2025Q3: 13,405 shares; 2025Q4: 7,795 shares; 2026Q1: 6,300 shares; 2026Q2: 6,100 shares 6,100$2.21M1.03%-200Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,345 shares; 2025Q1: 27,830 shares; 2025Q2: 27,850 shares; 2025Q3: 28,320 shares; 2025Q4: 28,310 shares; 2026Q1: 28,579 shares; 2026Q2: 27,685 shares 27,685$2.1M0.98%-894Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,240 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,400 shares 2,400$1.79M0.83%-100Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 3,433 shares; 2025Q2: 3,433 shares; 2025Q3: 3,573 shares; 2025Q4: 3,573 shares; 2026Q1: 3,433 shares; 2026Q2: 3,433 shares 3,433$1.12M0.52%0Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,600 shares; 2025Q1: 6,600 shares; 2025Q2: 6,600 shares; 2025Q3: 6,600 shares; 2025Q4: 6,400 shares; 2026Q1: 6,400 shares; 2026Q2: 6,400 shares 6,400$1.12M0.52%0Timeline
PHOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares; 2026Q1: 16,000 shares; 2026Q2: 16,000 shares 16,000$1.11M0.51%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,124 shares; 2025Q1: 4,050 shares; 2025Q2: 3,438 shares; 2025Q3: 3,639 shares; 2025Q4: 3,434 shares; 2026Q1: 3,409 shares; 2026Q2: 2,894 shares 2,894$1.08M0.5%-515Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,290 shares; 2025Q1: 3,090 shares; 2025Q2: 3,090 shares; 2025Q3: 3,420 shares; 2025Q4: 3,375 shares; 2026Q1: 3,330 shares; 2026Q2: 2,880 shares 2,880$1.03M0.48%-450Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 1,980 shares; 2025Q2: 1,980 shares; 2025Q3: 1,965 shares; 2025Q4: 1,965 shares; 2026Q1: 1,935 shares; 2026Q2: 1,800 shares 1,800$1.01M0.47%-135Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,136 shares; 2025Q4: 1,163 shares; 2026Q1: 1,222 shares; 2026Q2: 1,072 shares 1,072$772K0.36%-150Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: 3,000 shares; 2026Q1: 4,300 shares; 2026Q2: 8,300 shares 8,300$682K0.32%+4,000Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,355 shares; 2025Q1: 2,415 shares; 2025Q2: 2,855 shares; 2025Q3: 2,855 shares; 2025Q4: 2,855 shares; 2026Q1: 2,835 shares; 2026Q2: 2,700 shares 2,700$679K0.32%-135Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,175 shares; 2025Q1: 1,246 shares; 2025Q2: 1,246 shares; 2025Q3: 1,246 shares; 2025Q4: 1,246 shares; 2026Q1: 1,246 shares; 2026Q2: 1,246 shares 1,246$623K0.29%0Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,025 shares; 2025Q2: 4,025 shares; 2025Q3: 4,025 shares; 2025Q4: 4,025 shares; 2026Q1: 4,025 shares; 2026Q2: 4,025 shares 4,025$597K0.28%0Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,957 shares; 2025Q2: 1,541 shares; 2025Q3: 1,541 shares; 2025Q4: 1,541 shares; 2026Q1: 1,541 shares; 2026Q2: 6,164 shares 6,164$497K0.23%+4,623Timeline
PKGPACKAGING CORP AMERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,875 shares; 2025Q1: 1,875 shares; 2025Q2: 1,875 shares; 2025Q3: 1,875 shares; 2025Q4: 2,075 shares; 2026Q1: 2,075 shares; 2026Q2: 2,075 shares 2,075$494K0.23%0Timeline
DIVBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,950 shares; 2026Q1: 5,200 shares; 2026Q2: 7,250 shares 7,250$447K0.21%+2,050Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,175 shares; 2025Q4: 1,175 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000$426K0.2%0Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 940 shares; 2025Q2: 940 shares; 2025Q3: 910 shares; 2025Q4: 840 shares; 2026Q1: 840 shares; 2026Q2: 840 shares 840$421K0.2%0Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 429 shares; 2026Q1: 429 shares; 2026Q2: 429 shares 429$413K0.19%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares; 2026Q1: 2,750 shares; 2026Q2: 2,750 shares 2,750$403K0.19%0Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000$396K0.18%0Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,416 shares; 2025Q2: 1,416 shares; 2025Q3: 1,416 shares; 2025Q4: 1,416 shares; 2026Q1: 1,416 shares; 2026Q2: 1,416 shares 1,416$383K0.18%0Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,391 shares; 2025Q1: 16,494 shares; 2025Q2: 17,301 shares; 2025Q3: 11,955 shares; 2025Q4: 8,800 shares; 2026Q1: 6,300 shares; 2026Q2: 5,300 shares 5,300$381K0.18%-1,000Timeline
LPGDORIAN LPG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,105 shares; 2025Q1: 14,105 shares; 2025Q2: 14,105 shares; 2025Q3: 14,105 shares; 2025Q4: 14,105 shares; 2026Q1: 9,955 shares; 2026Q2: 9,955 shares 9,955$346K0.16%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,328 shares; 2025Q3: 1,328 shares; 2025Q4: 1,328 shares; 2026Q1: 1,328 shares; 2026Q2: 1,328 shares 1,328$337K0.16%0Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,041 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,041 shares; 2026Q2: 1,041 shares 1,041$310K0.14%0Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,150 shares; 2025Q3: 2,150 shares; 2025Q4: 2,150 shares; 2026Q1: 2,150 shares; 2026Q2: 2,150 shares 2,150$308K0.14%0Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 619 shares; 2025Q3: 619 shares; 2025Q4: 619 shares; 2026Q1: 619 shares; 2026Q2: 619 shares 619$306K0.14%0Timeline
IGMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,185 shares; 2025Q4: 2,175 shares; 2026Q1: 1,910 shares; 2026Q2: 1,835 shares 1,835$300K0.14%-75Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,916 shares; 2025Q2: 1,916 shares; 2025Q3: 1,916 shares; 2025Q4: 1,916 shares; 2026Q1: 1,916 shares; 2026Q2: 1,916 shares 1,916$252K0.12%0Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800$231K0.11%0Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,030 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,030 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 840 shares 840$207K0.1%newTimeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,449 shares; 2026Q2: 5,449 shares 5,449$200K0.09%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
XOMEXXON MOBIL CORP3,823$649Kshares
LQDISHARES TR5,208$568Kshares
HONHONEYWELL INTL INC1,533$347Kshares
SCHDSCHWAB STRATEGIC TR7,534$231Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-26-002588 base2026-07-13acceptance time not in the bulk data set