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Institutional

Gouws Capital LLC

CIK 0001908828
$188.9M
Reported AUM
58
Positions
Q1 2026
Period
2026-05-12
Filed

The Brief · Gouws Capital LLC · Q1 2026

AI · grounded in 13F

Gouws Capital LLC increased its position in TER by 3.52% to lead its buying activity. The fund also accumulated shares of AMZN by 2.65% and NEE by 1.11%. On the selling side, the fund trimmed its holdings in CAT by 2.02% and GOOG by 1.97%.

Portfolio · Q1 2026

QQQ$19.5MGOOG$16.6MLLY$16.0MCOST$13.0MCAT$11.3MV$10.0MAMZNCBOEDENEESYKVOOOther$56.3MGL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1QQQINVESCO QQQ TR$705.06-4.80%33.69%99.06%$19.5M10.33%315−0.9%
2GOOGALPHABET INC$365.76-0.95%109.82%172.71%$16.6M8.78%1,160−2.0%
3LLYELI LILLY & CO$1131.420.55%48.00%387.10%$16.0M8.45%71−0.4%
4COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%-3.70%138.72%$13.0M6.86%+31+0.2%
5CATCATERPILLAR INC$904.28-3.85%158.69%378.33%$11.3M5.98%328−2.0%
6VVISA INC$323.571.06%-11.91%36.33%$10.0M5.30%+365+1.1%
7AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$9.0M4.77%+1,116+2.6%
8CBOECBOE GLOBAL MKTS INC$281.91-1.44%27.22%152.89%$8.5M4.50%48−0.2%
9DEDEERE & CO$583.44-1.40%13.67%71.87%$8.3M4.37%+97+0.7%
10NEENEXTERA ENERGY INC$85.840.19%23.39%25.67%$7.8M4.11%+915+1.1%
11SYKSTRYKER CORPORATION$305.661.48%-19.61%18.51%$7.1M3.75%+267+1.3%
12VOOVANGUARD INDEX FDS$678.00-2.59%24.60%80.00%$5.7M3.00%339−3.5%
13TERTERADYNE INC$357.93-12.03%321.03%187.38%$4.7M2.49%+540+3.5%
14LNGCHENIERE ENERGY INC-0.79%194.92%$4.4M2.35%+83+0.5%
15GLDSPDR GOLD TR$396.24-3.65%29.84%133.33%$4.3M2.28%HELD
16AAPLAPPLE INC$307.34-1.25%51.31%116.17%$4.0M2.13%HELD
17PANWPALO ALTO NETWORKS INC$272.05-2.58%36.30%309.05%$3.3M1.76%+1,226+6.3%
18DHRDANAHER CORP DEL$184.30-1.25%-5.33%-28.54%$3.1M1.65%290−1.7%
19XYLXYLEM INC$110.550.55%-12.09%-7.22%$3.0M1.57%+600+2.5%
20VIGVANGUARD SPECIALIZED FUNDS$233.28-1.37%18.28%59.52%$2.9M1.54%976−6.7%
21NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$2.8M1.47%+4,243+36.2%
22AMGNAMGEN INC$349.581.15%24.03%69.41%$2.2M1.17%1,495−19.2%
23DGROISHARES TR$75.17-0.78%22.26%62.26%$2.0M1.06%+269+1.0%
24SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%24.51%79.50%$1.6M0.86%HELD
25HSYHERSHEY CO$184.581.02%17.53%16.71%$1.3M0.70%HELD
26MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$1.3M0.67%25−0.7%
27METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$1.1M0.59%30−1.5%
28PHOINVESCO EXCHANGE TRADED FD T$66.31-0.12%-3.67%19.81%$1.1M0.57%HELD
29JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$1.0M0.53%140−3.9%
30GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$958K0.51%45−1.3%
31ZTSZOETIS INC$79.35-0.11%$745K0.39%2,500−28.4%
32QUREQUANTA SVCS INC$26.45-5.50%$671K0.36%+59+5.1%
33XOMEXXON MOBIL CORP$149.92-1.39%$649K0.34%HELD
34ABBVABBVIE INC$227.231.02%$617K0.33%20−0.7%
35BRK/BBERKSHIRE HATHAWAY INC DEL$597K0.32%HELD
36LQDISHARES TR$108.17-0.62%$568K0.30%970−15.7%
37IJRISHARES TR$137.68-1.84%$500K0.26%HELD
38VOVANGUARD INDEX FDS$78.53-2.06%$443K0.23%HELD
39PKGPACKAGING CORP AMER$221.84-0.44%$440K0.23%HELD
40MCDMCDONALDS CORP$279.842.61%$440K0.23%HELD
41TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%$413K0.22%HELD
42BLKBLACKROCK INC$995.60-2.64%$413K0.22%HELD
43PGPROCTER & GAMBLE CO$146.544.09%$397K0.21%HELD
44AGGISHARES TR$98.17-0.50%$397K0.21%HELD
45ETNEATON CORP PLC$395.94-5.42%$358K0.19%175−14.9%
46SHYISHARES TR$81.86-0.21%$355K0.19%+1,300+43.3%
47HONHONEYWELL INTL INC$213.97-1.69%$347K0.18%HELD
48LPGDORIAN LPG LTD$41.582.62%$340K0.18%4,150−29.4%
49JNJJOHNSON & JOHNSON$232.772.02%$325K0.17%HELD
50EMREMERSON ELEC CO$138.12-2.77%$282K0.15%HELD
51DIVBISHARES TR$61.380.20%$281K0.15%+250+5.1%
52AWKAMERICAN WTR WKS CO INC NEW$124.25-0.18%$261K0.14%HELD
53SCHDSCHWAB STRATEGIC TR$32.30-0.89%$231K0.12%+7,534NEW
54IGMISHARES TR$160.232.30%$226K0.12%265−12.2%
55ROKROCKWELL AUTOMATION INC$446.71-3.36%$222K0.12%HELD
56MRKMERCK & CO INC$120.790.44%$217K0.11%+1,800NEW
57EPDENTERPRISE PRODS PARTNERS L$37.81-0.97%$206K0.11%+5,449NEW
58TXNTEXAS INSTRS INC$285.06-6.65%$202K0.11%+1,041NEW
59ACNACCENTURE PLC IRELAND$178.25-0.34%812EXITED

Source: SEC EDGAR · accession 0001172661-26-001678. 13F discloses long positions only — shorts, foreign equities, and options are excluded.