Ground Swell Capital
Latest statistics and disclosures from Ground Swell Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQ, Pinnacle Financial Partners, NXPI, TLT, TSLA, and represent 71.74% of Ground Swell Capital's stock portfolio.
- Added to shares of these 10 stocks: QQQ (+$31M), Pinnacle Financial Partners, NXPI, TLT, TSLA, ROKU, GOOG, PEP, AMZN, SOXL.
- Started 75 new stock positions in PSEC, TER, XBI, ATER, MIMI, QQQ, VZLA, TECL, AAPL, ZOOZ.
- Reduced shares in these 10 stocks: RSP, IWB, EFA, , MSFT, ITOT, VSS, ALAB, VXF, LQD.
- Sold out of its positions in AIRI, ALLY, ALNY, AMKR, ALAB, BAYAR, BLND, BA, BRZE, CZR.
- Ground Swell Capital was a net buyer of stock by $3.0M.
- Ground Swell Capital has $49M in assets under management (AUM), dropping by 6.29%.
- Central Index Key (CIK): 0001534450
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Portfolio Holdings for Ground Swell Capital
Ground Swell Capital holds 87 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 63.2 | $31M | NEW | 50k | 614.31 |
|
| Pinnacle Financial Partners | 2.8 | $1.3M | NEW | 14k | 95.41 |
|
| Nxp Semiconductors N V (NXPI) | 2.2 | $1.1M | NEW | 4.9k | 217.06 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 2.2 | $1.1M | NEW | 12k | 87.16 |
|
| Tesla Motors (TSLA) | 1.4 | $667k | NEW | 1.5k | 449.72 |
|
| Roku Com Cl A (ROKU) | 1.1 | $547k | NEW | 5.0k | 108.49 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $542k | NEW | 1.7k | 313.80 |
|
| Pepsi (PEP) | 1.0 | $491k | NEW | 3.4k | 143.52 |
|
| Amazon (AMZN) | 1.0 | $477k | NEW | 2.1k | 230.82 |
|
| Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) | 1.0 | $472k | NEW | 11k | 42.03 |
|
| Synovus Finl Corp Com New (SNV) | 0.9 | $432k | NEW | 8.6k | 50.05 |
|
| Advanced Micro Devices (AMD) | 0.9 | $428k | NEW | 2.0k | 214.16 |
|
| Docusign (DOCU) | 0.8 | $402k | NEW | 5.9k | 68.40 |
|
| Ondas Hldgs Com New (ONDS) | 0.8 | $397k | NEW | 41k | 9.76 |
|
| Intuitive Surgical Com New (ISRG) | 0.8 | $389k | NEW | 686.00 | 566.36 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $345k | NEW | 1.3k | 257.95 |
|
| Honeywell International (HON) | 0.7 | $323k | NEW | 1.7k | 195.09 |
|
| Doordash Cl A (DASH) | 0.7 | $320k | -15% | 1.4k | 226.48 |
|
| Teradyne (TER) | 0.7 | $316k | NEW | 1.6k | 193.56 |
|
| Texas Instruments Incorporated (TXN) | 0.6 | $311k | NEW | 1.8k | 173.49 |
|
| Amgen (AMGN) | 0.6 | $305k | NEW | 931.00 | 327.31 |
|
| Apple (AAPL) | 0.6 | $301k | NEW | 1.1k | 271.86 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.6 | $297k | -51% | 1.4k | 210.34 |
|
| Agnico (AEM) | 0.6 | $291k | NEW | 1.7k | 169.53 |
|
| Oracle Corporation (ORCL) | 0.6 | $275k | NEW | 1.4k | 194.91 |
|
| Jfrog Ord Shs (FROG) | 0.5 | $267k | NEW | 4.3k | 62.46 |
|
| Merck & Co (MRK) | 0.5 | $262k | NEW | 2.5k | 105.26 |
|
| Automatic Data Processing (ADP) | 0.5 | $255k | -25% | 990.00 | 257.23 |
|
| 3M Company (MMM) | 0.5 | $254k | NEW | 1.6k | 160.10 |
|
| NetApp (NTAP) | 0.5 | $243k | NEW | 2.3k | 107.09 |
|
| Corcept Therapeutics Incorporated (CORT) | 0.5 | $240k | NEW | 6.9k | 34.80 |
|
| Agilysys (AGYS) | 0.5 | $233k | NEW | 2.0k | 118.84 |
|
| Tower Semiconductor Shs New (TSEM) | 0.5 | $233k | NEW | 2.0k | 117.42 |
|
| Spdr Series Trust State Street Spd (XHB) | 0.5 | $225k | -26% | 2.2k | 102.96 |
|
| Lpl Financial Holdings (LPLA) | 0.5 | $224k | -22% | 628.00 | 357.17 |
|
| Ross Stores (ROST) | 0.5 | $223k | NEW | 1.2k | 180.14 |
|
| Ishares Tr Intl Trea Bd Etf (IGOV) | 0.5 | $222k | NEW | 5.3k | 41.66 |
|
| Qualcomm (QCOM) | 0.5 | $222k | -39% | 1.3k | 171.05 |
|
| Spdr Series Trust State Street Spd (XME) | 0.5 | $221k | NEW | 2.1k | 103.61 |
|
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.5 | $221k | NEW | 103.00 | 2146.18 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $212k | NEW | 453.00 | 468.76 |
|
| Direxion Shs Etf Tr Dly Tech Bull 3x (TECL) | 0.4 | $212k | NEW | 1.8k | 117.49 |
|
| Spdr Series Trust State Street Spd (XBI) | 0.4 | $210k | NEW | 1.7k | 121.93 |
|
| Workday Cl A (WDAY) | 0.4 | $210k | -23% | 976.00 | 214.78 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.4 | $206k | NEW | 4.2k | 49.65 |
|
| Leidos Holdings (LDOS) | 0.4 | $203k | NEW | 1.1k | 180.40 |
|
| Shoe Carnival (SCVL) | 0.4 | $185k | NEW | 11k | 16.88 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.4 | $181k | NEW | 10k | 17.67 |
|
| Talon Cap Corp Unit 08/27/2030 (TLNCU) | 0.3 | $149k | +8% | 15k | 10.26 |
|
| Vizsla Silver Corp Com New (VZLA) | 0.2 | $85k | NEW | 16k | 5.47 |
|
| Lisata Therapeutics (LSTA) | 0.1 | $73k | +63% | 39k | 1.86 |
|
| Krispy Kreme (DNUT) | 0.1 | $67k | NEW | 17k | 4.02 |
|
| Uni-fuels Hldgs Shs Cl A (UFG) | 0.1 | $61k | NEW | 90k | 0.68 |
|
| Richtech Robotics CL B (RR) | 0.1 | $53k | NEW | 16k | 3.23 |
|
| Sidus Space Cl A Com New (SIDU) | 0.1 | $33k | NEW | 11k | 3.14 |
|
| Oncolytics Biotech Com New (ONCY) | 0.1 | $30k | NEW | 34k | 0.87 |
|
| Fubotv Class A Com Shs (FUBO) | 0.1 | $30k | NEW | 12k | 2.52 |
|
| Prospect Capital Corporation (PSEC) | 0.1 | $28k | NEW | 11k | 2.59 |
|
| Hive Digital Technologies Lt Com New (HIVE) | 0.1 | $27k | NEW | 11k | 2.58 |
|
| Offerpad Solutions Com Cl A (OPAD) | 0.0 | $20k | NEW | 16k | 1.21 |
|
| Sabre (SABR) | 0.0 | $17k | NEW | 13k | 1.36 |
|
| Haymaker Acquisition Corp Iv *w Exp 05/31/202 (HYAC.WS) | 0.0 | $17k | NEW | 11k | 1.55 |
|
| Dynamix Corp *w Exp 10/25/202 (ETHMW) | 0.0 | $17k | NEW | 11k | 1.60 |
|
| Basel Med Group Ord Shs (BMGL) | 0.0 | $17k | NEW | 34k | 0.49 |
|
| Cbak Energy Technology (CBAT) | 0.0 | $14k | NEW | 16k | 0.84 |
|
| Lm Fdg Amer Com New (LMFA) | 0.0 | $13k | NEW | 30k | 0.44 |
|
| Revolution Medicines *w Exp 12/17/202 (RVMDW) | 0.0 | $13k | NEW | 14k | 0.94 |
|
| Solitario Expl & Rty Corp (XPL) | 0.0 | $12k | NEW | 17k | 0.70 |
|
| Aterian Com New (ATER) | 0.0 | $12k | NEW | 17k | 0.70 |
|
| Energys Group SHS (ENGS) | 0.0 | $12k | NEW | 14k | 0.85 |
|
| Renovorx Com New (RNXT) | 0.0 | $11k | NEW | 14k | 0.84 |
|
| Pds Biotechnology Ord (PDSB) | 0.0 | $11k | NEW | 15k | 0.77 |
|
| Rallybio Corp (RLYB) | 0.0 | $11k | NEW | 15k | 0.69 |
|
| Hcm Iii Acquisition Corp *w Exp 07/23/203 (HCMAW) | 0.0 | $8.7k | NEW | 18k | 0.48 |
|
| Rail Vision Shs New (RVSN) | 0.0 | $8.0k | NEW | 25k | 0.32 |
|
| Strive Cl A Com | 0.0 | $7.8k | NEW | 11k | 0.74 |
|
| Brag Hse Hldgs (TBH) | 0.0 | $7.2k | NEW | 18k | 0.40 |
|
| Iterum Therapeutics Shs New (ITRM) | 0.0 | $6.9k | NEW | 21k | 0.34 |
|
| Zooz Strategy Share (ZOOZ) | 0.0 | $6.5k | NEW | 15k | 0.44 |
|
| Mynd Ai Spon Ads (MYND) | 0.0 | $6.0k | -22% | 14k | 0.44 |
|
| Trinseo SHS (TSE) | 0.0 | $5.8k | NEW | 12k | 0.50 |
|
| Heartcore Enterprises (HTCR) | 0.0 | $4.8k | NEW | 16k | 0.31 |
|
| Xwell Com New (XWEL) | 0.0 | $4.8k | NEW | 10k | 0.47 |
|
| Linkers Inds Shs Cl A (LNKS) | 0.0 | $4.4k | NEW | 14k | 0.32 |
|
| Urban-gro Com New (UGRO) | 0.0 | $4.3k | -43% | 16k | 0.28 |
|
| Kindly Md (NAKA) | 0.0 | $4.2k | +20% | 12k | 0.35 |
|
| Mint Incorporation Shs Cl A (MIMI) | 0.0 | $3.0k | NEW | 10k | 0.30 |
|
Past Filings by Ground Swell Capital
SEC 13F filings are viewable for Ground Swell Capital going back to 2014
- Ground Swell Capital 2025 Q4 filed Feb. 4, 2026
- Ground Swell Capital 2025 Q3 filed Nov. 6, 2025
- Ground Swell Capital 2025 Q2 filed July 31, 2025
- Ground Swell Capital 2025 Q1 filed May 13, 2025
- Ground Swell Capital 2024 Q4 filed Feb. 14, 2025
- Ground Swell Capital 2024 Q3 filed Oct. 29, 2024
- Ground Swell Capital 2024 Q2 filed Aug. 7, 2024
- Ground Swell Capital 2024 Q1 filed May 14, 2024
- Ground Swell Capital 2023 Q4 filed Feb. 13, 2024
- Ground Swell Capital 2023 Q3 filed Nov. 13, 2023
- Ground Swell Capital 2023 Q2 amended filed Aug. 15, 2023
- Ground Swell Capital 2023 Q2 filed Aug. 10, 2023
- Ground Swell Capital 2023 Q1 filed May 8, 2023
- Ground Swell Capital 2022 Q4 filed Feb. 14, 2023
- Ground Swell Capital 2022 Q3 filed Nov. 14, 2022
- Ground Swell Capital 2022 Q2 filed Aug. 11, 2022