Ground Swell Capital
FOLLY BEACH, SCfiles as Ground Swell Capital, LLC
$93m in 145 US stocks at the end of 30 June 2026. The top 10 are 76.6% of the money. It changed about 96.8% of the portfolio this quarter.
Value
$93m
Stocks
145
Top 10 share
76.6%
Turnover
96.8%
What changed this quarter
New
Bought for the first time this quarter.
- Ishares TRIVV36.9% of the fund
- Space Exploration TechnologiesSPCX15.7% of the fund
- Ishares TRIWM12.9% of the fund
- ASML Holding NVASML3.6% of the fund
- Cerebras SystemsCBRS2.1% of the fund
- Marvell TechnologyMRVL1.2% of the fund
- Lumentum HoldingsLITE1.0% of the fund
- Blackrock ETF TrustDYNF0.9% of the fund
- Ishares TRIWD0.9% of the fund
- MKSMKSI0.7% of the fund
- Enphase EnergyENPH0.6% of the fund
- Lam ResearchLRCX0.6% of the fund
- Vanguard Index FDSVTV0.6% of the fund
- NextEra Energy0.5% of the fund
- Vanguard Charlotte FDSBNDX0.5% of the fund
- Ishares TREFA0.5% of the fund
- Schwab Strategic TRSCHB0.5% of the fund
- Interactive Brokers GroupIBKR0.5% of the fund
- Proshares TRTQQQ0.5% of the fund
- Oruka TherapeuticsORKA0.4% of the fund
- Hewlett Packard Enterprise C0.4% of the fund
- Monolithic Power SystemsMPWR0.4% of the fund
- Eastern BanksharesEBC0.4% of the fund
- IsharesURTH0.4% of the fund
- GentexGNTX0.4% of the fund
Added
Bought more of a stock they already held.
- EntegrisENTG1.4% of the fund+72%
- TeslaTSLA0.7% of the fund+5%
- Axia Energia SAAXICY0.6% of the fund+119%
- Ishares TRPFF0.5% of the fund+89%
- Talon CAPTLNCU0.2% of the fund+6%
- Picard MedicalPMI<0.1% of the fund+348%
- ZentekZTEKF<0.1% of the fund+67%
- Foxx DEV HldgsFOXXW<0.1% of the fund+27%
Cut
Sold some of their stake.
- Lattice SemiconductorLSCC0.4% of the fund-23%
- New Fortress EnergyNFE<0.1% of the fund-34%
- Gossamer BioGOSS<0.1% of the fund-35%
Sold out
Sold their entire stake.
- Vanguard Index FDSVOO-100%
- Invesco QQQ TRQQQ-100%
- Vaneck ETF TrustPPH-100%
- NvidiaNVDA-100%
- AppleAAPL-100%
- Ishares TRSOXX-100%
- DuolingoDUOL-100%
- State STR Spdr DOW Jones INDDIA-100%
- Ishares TRTLT-100%
- EvergyEVRG-100%
- Charter CommunicationsCHTR-100%
- State STR Spdr S&P Midcap 40MDY-100%
- Meta PlatformsMETA-100%
- Intuitive SurgicalISRG-100%
- SandiskSNDK-100%
- Advanced Micro DevicesAMD-100%
- Ryanair HoldingsRYAAY-100%
- Ionis PharmaceuticalsIONS-100%
- NovaNVMI-100%
- Oracle-100%
- Neurocrine BiosciencesNBIX-100%
- TeradyneTER-100%
- Whirlpool-100%
- Ishares TRTIP-100%
- Astera LabsALAB-100%
Holdings
- Ishares TRIVV
- Share
- 36.9%
- Value
- $34m
- Shares
- 45,595
New
- Space Exploration TechnologiesSPCX
- Share
- 15.7%
- Value
- $15m
- Shares
- 85,000
New
- Ishares TRIWM
- Share
- 12.9%
- Value
- $12m
- Shares
- 39,841
New
- Cerebras SystemsCBRS
- Share
- 2.1%
- Value
- $2m
- Shares
- 8,896
New
- Blackrock ETF TrustDYNF
- Share
- 0.9%
- Value
- $831,014
- Shares
- 12,219
New
- Ishares TRIWD
- Share
- 0.9%
- Value
- $828,868
- Shares
- 3,419
New
- Axia Energia SAAXICY
- Share
- 0.6%
- Value
- $578,330
- Shares
- 54,818
+119%
- Vanguard Index FDSVTV
- Share
- 0.6%
- Value
- $544,389
- Shares
- 2,498
New
- NextEra Energy
- Share
- 0.5%
- Value
- $490,376
- Shares
- 9,228
New
- Vanguard Charlotte FDSBNDX
- Share
- 0.5%
- Value
- $480,958
- Shares
- 9,931
New
- Ishares TREFA
- Share
- 0.5%
- Value
- $479,510
- Shares
- 4,616
New
- Schwab Strategic TRSCHB
- Share
- 0.5%
- Value
- $444,797
- Shares
- 15,359
New
- Ishares TRPFF
- Share
- 0.5%
- Value
- $433,446
- Shares
- 14,216
+89%
- Proshares TRTQQQ
- Share
- 0.5%
- Value
- $420,471
- Shares
- 5,191
New
- Hewlett Packard Enterprise C
- Share
- 0.4%
- Value
- $396,945
- Shares
- 3,432
New
- IsharesURTH
- Share
- 0.4%
- Value
- $390,082
- Shares
- 1,925
New
- Ishares TRMBB
- Share
- 0.3%
- Value
- $321,368
- Shares
- 3,400
New
- Direxion Shares ETF TrustMUU
- Share
- 0.3%
- Value
- $299,937
- Shares
- 286
New
- NextEra Energy
- Share
- 0.3%
- Value
- $292,485
- Shares
- 5,885
New
- Ishares TRIYW
- Share
- 0.3%
- Value
- $252,482
- Shares
- 1,001
New
- Vanguard Index FDSVO
- Share
- 0.3%
- Value
- $251,540
- Shares
- 3,122
New
- Grayscale Ethereum StakingETH
- Share
- 0.3%
- Value
- $249,363
- Shares
- 16,591
New
- EagleRock LandEROK
- Share
- 0.3%
- Value
- $246,989
- Shares
- 11,623
New
- First TR Exchange-Traded FDQTEC
- Share
- 0.2%
- Value
- $231,271
- Shares
- 691
New
- Ishares TRSCZ
- Share
- 0.2%
- Value
- $223,363
- Shares
- 2,715
New
- Proshares TRQLD
- Share
- 0.2%
- Value
- $210,066
- Shares
- 2,171
New
- Topbuild COR
- Share
- 0.2%
- Value
- $207,046
- Shares
- 584
New
- Graniteshares ETF TRCOYY
- Share
- 0.2%
- Value
- $191,183
- Shares
- 10,639
New
- Talon CAPTLNCU
- Share
- 0.2%
- Value
- $144,898
- Shares
- 13,813
+6%
- Alliancebernstein National Municipal Income FundAFB
- Share
- 0.1%
- Value
- $119,634
- Shares
- 10,485
New
- CIA Energetica de Minas GeraCIG
- Share
- <0.1%
- Value
- $55,205
- Shares
- 26,288
New
- Tidal Trust II
- Share
- <0.1%
- Value
- $51,312
- Shares
- 20,362
New
- Themes ETF TRCRMG
- Share
- <0.1%
- Value
- $46,251
- Shares
- 11,336
New
- Northern Dynasty MineralsNAK
- Share
- <0.1%
- Value
- $38,592
- Shares
- 20,100
New
- Trump Media & Technology GRODJTWW
- Share
- <0.1%
- Value
- $31,954
- Shares
- 10,017
New
- Genenta Science S P AGNTA
- Share
- <0.1%
- Value
- $26,448
- Shares
- 14,374
New
- Dingdong CaymanDDL
- Share
- <0.1%
- Value
- $22,147
- Shares
- 11,475
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRIVV | 36.9% | $34m | 45,595 | New |
| Space Exploration TechnologiesSPCX | 15.7% | $15m | 85,000 | New |
| Ishares TRIWM | 12.9% | $12m | 39,841 | New |
| ASML Holding NVASML | 3.6% | $3m | 1,653 | New |
| Cerebras SystemsCBRS | 2.1% | $2m | 8,896 | New |
| EntegrisENTG | 1.4% | $1m | 7,003 | +72% |
| Marvell TechnologyMRVL | 1.2% | $1m | 3,817 | New |
| Lumentum HoldingsLITE | 1.0% | $947,298 | 1,104 | New |
| Blackrock ETF TrustDYNF | 0.9% | $831,014 | 12,219 | New |
| Ishares TRIWD | 0.9% | $828,868 | 3,419 | New |
| TeslaTSLA | 0.7% | $674,222 | 1,603 | +5% |
| MKSMKSI | 0.7% | $619,162 | 1,392 | New |
| Enphase EnergyENPH | 0.6% | $592,062 | 12,024 | New |
| Axia Energia SAAXICY | 0.6% | $578,330 | 54,818 | +119% |
| Lam ResearchLRCX | 0.6% | $568,529 | 1,312 | New |
| Vanguard Index FDSVTV | 0.6% | $544,389 | 2,498 | New |
| NextEra Energy | 0.5% | $490,376 | 9,228 | New |
| Vanguard Charlotte FDSBNDX | 0.5% | $480,958 | 9,931 | New |
| Ishares TREFA | 0.5% | $479,510 | 4,616 | New |
| Schwab Strategic TRSCHB | 0.5% | $444,797 | 15,359 | New |
| Interactive Brokers GroupIBKR | 0.5% | $437,463 | 5,026 | New |
| Ishares TRPFF | 0.5% | $433,446 | 14,216 | +89% |
| Proshares TRTQQQ | 0.5% | $420,471 | 5,191 | New |
| Oruka TherapeuticsORKA | 0.4% | $411,134 | 4,320 | New |
| Hewlett Packard Enterprise C | 0.4% | $396,945 | 3,432 | New |
| Monolithic Power SystemsMPWR | 0.4% | $395,355 | 286 | New |
| Eastern BanksharesEBC | 0.4% | $394,293 | 17,729 | New |
| IsharesURTH | 0.4% | $390,082 | 1,925 | New |
| Lattice SemiconductorLSCC | 0.4% | $372,305 | 2,434 | -23% |
| GentexGNTX | 0.4% | $363,458 | 14,383 | New |
| Allegro MicrosystemsALGM | 0.4% | $361,815 | 5,197 | New |
| Axsome TherapeuticsAXSM | 0.4% | $361,036 | 1,475 | New |
| CG OncologyCGON | 0.4% | $338,553 | 4,765 | New |
| Cincinnati FinancialCINF | 0.4% | $336,585 | 1,818 | New |
| Ishares TRMBB | 0.3% | $321,368 | 3,400 | New |
| AppfolioAPPF | 0.3% | $311,400 | 1,942 | New |
| W.W. GraingerGWW | 0.3% | $308,811 | 227 | New |
| Urban OutfittersURBN | 0.3% | $300,092 | 4,235 | New |
| Direxion Shares ETF TrustMUU | 0.3% | $299,937 | 286 | New |
| NextEra Energy | 0.3% | $292,485 | 5,885 | New |
| EquinixEQIX | 0.3% | $280,403 | 269 | New |
| Campbell'sCPB | 0.3% | $271,471 | 12,190 | New |
| MACOM Technology Solutions HoldingsMTSI | 0.3% | $270,823 | 712 | New |
| Construction PartnersROAD | 0.3% | $260,581 | 2,194 | New |
| Ishares TRIYW | 0.3% | $252,482 | 1,001 | New |
| Vanguard Index FDSVO | 0.3% | $251,540 | 3,122 | New |
| Grayscale Ethereum StakingETH | 0.3% | $249,363 | 16,591 | New |
| EagleRock LandEROK | 0.3% | $246,989 | 11,623 | New |
| Axis Capital HoldingsAXS | 0.3% | $244,426 | 2,275 | New |
| AppianAPPN | 0.3% | $242,809 | 10,603 | New |
| AccentureACN | 0.3% | $241,662 | 1,942 | New |
| JiadeJDZG | 0.3% | $240,950 | 4,819 | New |
| Victoria's SecretVSXY | 0.3% | $240,172 | 2,877 | New |
| Dollar GeneralDG | 0.3% | $236,436 | 2,054 | New |
| First TR Exchange-Traded FDQTEC | 0.2% | $231,271 | 691 | New |
| Lucky Strike EntertainmentLUCK | 0.2% | $227,676 | 30,438 | New |
| Avis Budget GroupCAR | 0.2% | $226,771 | 1,534 | New |
| Wesco InternationalWCC | 0.2% | $225,911 | 654 | New |
| Williams SonomaWSM | 0.2% | $223,543 | 959 | New |
| Ishares TRSCZ | 0.2% | $223,363 | 2,715 | New |
| Wyndham Hotels & ResortsWH | 0.2% | $215,409 | 2,558 | New |
| Tetra TechTTEK | 0.2% | $215,259 | 7,451 | New |
| Deckers OutdoorDECK | 0.2% | $210,793 | 2,123 | New |
| Proshares TRQLD | 0.2% | $210,066 | 2,171 | New |
| Deutsche Bank AktiengesellschaftDB | 0.2% | $208,434 | 6,174 | New |
| Topbuild COR | 0.2% | $207,046 | 584 | New |
| Omnicom GroupOMC | 0.2% | $205,672 | 2,824 | New |
| Vita Coco CompanyCOCO | 0.2% | $201,727 | 3,050 | New |
| Graniteshares ETF TRCOYY | 0.2% | $191,183 | 10,639 | New |
| Lunai BioworksLNAI | 0.2% | $174,000 | 53,211 | New |
| Talon CAPTLNCU | 0.2% | $144,898 | 13,813 | +6% |
| DiamondRock HospitalityDRH | 0.2% | $142,981 | 11,739 | New |
| Alliancebernstein National Municipal Income FundAFB | 0.1% | $119,634 | 10,485 | New |
| C3.aiAI | 0.1% | $102,144 | 11,237 | New |
| SkillsoftSKIL | 0.1% | $98,508 | 19,017 | New |
| OneConstruction GroupONEG | 0.1% | $94,707 | 79,586 | New |
| SelectQuoteSLQT | <0.1% | $74,776 | 88,903 | New |
| Getty Images HoldingsGETY | <0.1% | $57,935 | 67,366 | New |
| CIA Energetica de Minas GeraCIG | <0.1% | $55,205 | 26,288 | New |
| Tidal Trust II | <0.1% | $51,312 | 20,362 | New |
| InventivaIVA | <0.1% | $48,395 | 12,803 | New |
| Lument Finance TrustLFT | <0.1% | $46,295 | 50,321 | New |
| Themes ETF TRCRMG | <0.1% | $46,251 | 11,336 | New |
| GerdauGGB | <0.1% | $44,448 | 11,002 | New |
| SITE CentersSITC | <0.1% | $43,102 | 10,857 | New |
| Northern Dynasty MineralsNAK | <0.1% | $38,592 | 20,100 | New |
| Clipper RealtyCLPR | <0.1% | $37,492 | 13,784 | New |
| MyomoMYO | <0.1% | $36,269 | 34,874 | New |
| MDxHealth SAMDXH | <0.1% | $36,180 | 88,114 | New |
| Trump Media & Technology GRODJTWW | <0.1% | $31,954 | 10,017 | New |
| Franklin Street PropertiesFSP | <0.1% | $31,236 | 60,653 | New |
| NerdyNRDY | <0.1% | $28,965 | 31,618 | New |
| FusemachinesFUSE | <0.1% | $28,212 | 26,869 | New |
| PS International GroupPSIG | <0.1% | $27,744 | 21,846 | New |
| Canopy GrowthCGC | <0.1% | $26,772 | 28,181 | New |
| Genenta Science S P AGNTA | <0.1% | $26,448 | 14,374 | New |
| Douglas EllimanDOUG | <0.1% | $24,222 | 13,685 | New |
| Soluna HoldingsSLNH | <0.1% | $24,130 | 17,874 | New |
| SOSSOS | <0.1% | $22,184 | 22,184 | New |
| Dingdong CaymanDDL | <0.1% | $22,147 | 11,475 | New |
Showing the largest 100 of 145.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 51.4% since 30 June 2025.
Where the money is
Technology26.1%
Industrials5.0%
Retail & consumer3.1%
Financial services2.2%
Health care1.7%
Everyday goods0.8%
Real estate0.7%
Media & telecom0.3%
Materials0.1%
Utilities0.0%
Other60.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.