Ground Swell Capital, LLC

data from 30/09/2025

Capitalization

$ 45.716 M -27.40 %

Average holding period

1 ans

Performance

$ 92.235 M 126.36 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Ground Swell Capital, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 3.97% 1.817 M $ 9577 2025/09/30 0.000 $ 0.00 %
2025/09/30 IWB ISHARES TR 3.87% 1.769 M $ 4840 2025/06/30 73.636 K $ 7.63 %
2025/09/30 EFA ISHARES TR 3.74% 1.710 M $ 18318 2025/09/30 0.000 $ 0.00 %
2025/09/30 STIP ISHARES TR 3.70% 1.693 M $ 16378 2025/09/30 0.000 $ 0.00 %
2025/09/30 MSFT MICROSOFT CORP 3.46% 1.580 M $ 3051 2025/09/30 0.000 $ 0.00 %
2025/09/30 ITOT ISHARES TR 2.55% 1.166 M $ 8004 2025/09/30 0.000 $ 0.00 %
2025/09/30 VSS VANGUARD INTL EQUITY INDEX F 2.50% 1.142 M $ 8013 2025/09/30 0.000 $ 0.00 %
2025/09/30 ALAB ASTERA LABS INC 2.14% 979.000 K $ 5000 2025/09/30 0.000 $ 0.00 %
2025/09/30 VXF VANGUARD INDEX FDS 2.10% 961.499 K $ 4593 2025/09/30 0.000 $ 0.00 %
2025/09/30 LQD ISHARES TR 1.91% 872.476 K $ 7827 2025/09/30 0.000 $ 0.00 %
2025/09/30 MDB MONGODB INC 1.50% 685.319 K $ 2208 2025/09/30 0.000 $ 0.00 %
2025/09/30 NVR NVR INC 1.48% 674.911 K $ 84 2024/12/31 25.960 K $ 8.79 %
2025/09/30 VPL VANGUARD INTL EQUITY INDEX F 1.44% 656.780 K $ 7477 2025/09/30 0.000 $ 0.00 %
2025/09/30 NTNX NUTANIX INC 1.42% 647.788 K $ 8708 2025/09/30 0.000 $ 0.00 %
2025/09/30 CQQQ INVESCO EXCH TRADED FD TR II 1.38% 629.932 K $ 10675 2025/09/30 0.000 $ 0.00 %
2025/09/30 BIV VANGUARD BD INDEX FDS 1.35% 615.115 K $ 7877 2025/09/30 0.000 $ 0.00 %
2025/09/30 EXE EXPAND ENERGY CORPORATION 1.31% 598.875 K $ 5637 2025/09/30 0.000 $ 0.00 %
2025/09/30 CRWV COREWEAVE INC 1.31% 597.487 K $ 4366 2025/06/30 -91.813 K $ -16.07 %
2025/09/30 IWD ISHARES TR 1.30% 595.501 K $ 2925 2025/09/30 0.000 $ 0.00 %
2025/09/30 EXPE EXPEDIA GROUP INC 1.26% 576.270 K $ 2696 2025/09/30 0.000 $ 0.00 %
2025/09/30 REGN REGENERON PHARMACEUTICALS 1.26% 574.078 K $ 1021 2025/09/30 0.000 $ 0.00 %
2025/09/30 NBIX NEUROCRINE BIOSCIENCES INC 1.23% 563.906 K $ 4017 2025/09/30 0.000 $ 0.00 %
2025/09/30 VT VANGUARD INTL EQUITY INDEX F 1.22% 559.330 K $ 4059 2025/09/30 0.000 $ 0.00 %
2025/09/30 FNDA SCHWAB STRATEGIC TR 1.12% 511.896 K $ 16428 2025/09/30 0.000 $ 0.00 %
2025/09/30 ALNY ALNYLAM PHARMACEUTICALS INC 1.11% 506.616 K $ 1111 2025/09/30 0.000 $ 0.00 %
2025/09/30 SLYV SPDR SERIES TRUST 1.10% 504.507 K $ 5691 2025/09/30 0.000 $ 0.00 %
2025/09/30 FIVE FIVE BELOW INC 1.10% 502.156 K $ 3246 2025/09/30 0.000 $ 0.00 %
2025/09/30 UTHR UNITED THERAPEUTICS CORP DEL 1.09% 499.279 K $ 1191 2025/09/30 0.000 $ 0.00 %
2025/09/30 NTRA NATERA INC 1.08% 495.466 K $ 3078 2025/09/30 0.000 $ 0.00 %
2025/09/30 GILD GILEAD SCIENCES INC 1.08% 492.840 K $ 4440 2025/09/30 0.000 $ 0.00 %
2025/09/30 OLLI OLLIES BARGAIN OUTLET HLDGS 1.05% 481.372 K $ 3749 2025/09/30 0.000 $ 0.00 %
2025/09/30 RGLD ROYAL GOLD INC 1.05% 478.183 K $ 2384 2025/09/30 0.000 $ 0.00 %
2025/09/30 MTCH MATCH GROUP INC NEW 1.04% 473.394 K $ 13403 2025/09/30 0.000 $ 0.00 %
2025/09/30 DASH DOORDASH INC 1.00% 456.671 K $ 1679 2025/09/30 0.000 $ 0.00 %
2025/09/30 BLV VANGUARD BD INDEX FDS 0.99% 453.227 K $ 6397 2025/09/30 0.000 $ 0.00 %
2025/09/30 ROAD CONSTRUCTION PARTNERS INC 0.99% 451.866 K $ 3558 2025/09/30 0.000 $ 0.00 %
2025/09/30 PSIX POWER SOLUTIONS INTL INC 0.98% 449.946 K $ 4581 2025/09/30 0.000 $ 0.00 %
2025/09/30 FOX FOX CORP 0.98% 446.003 K $ 7785 2025/09/30 0.000 $ 0.00 %
2025/09/30 SNDK SANDISK CORP 0.97% 444.649 K $ 3963 2025/09/30 0.000 $ 0.00 %
2025/09/30 STNE STONECO LTD 0.94% 428.898 K $ 22681 2025/09/30 0.000 $ 0.00 %
2025/09/30 TMF DIREXION SHS ETF TR 0.92% 419.118 K $ 10431 2025/09/30 0.000 $ 0.00 %
2025/09/30 HALO HALOZYME THERAPEUTICS INC 0.89% 408.284 K $ 5567 2025/09/30 0.000 $ 0.00 %
2025/09/30 SLYG SPDR SERIES TRUST 0.88% 400.723 K $ 4249 2025/09/30 0.000 $ 0.00 %
2025/09/30 TXRH TEXAS ROADHOUSE INC 0.86% 391.283 K $ 2355 2025/09/30 0.000 $ 0.00 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 0.85% 389.181 K $ 1326 2025/09/30 0.000 $ 0.00 %
2025/09/30 NWSA NEWS CORP NEW 0.84% 382.739 K $ 12463 2025/09/30 0.000 $ 0.00 %
2025/09/30 CSCO CISCO SYS INC 0.82% 373.026 K $ 5452 2025/09/30 0.000 $ 0.00 %
2025/09/30 SEIC SEI INVTS CO 0.79% 360.613 K $ 4250 2025/09/30 0.000 $ 0.00 %
2025/09/30 STX SEAGATE TECHNOLOGY HLDNGS PL 0.78% 356.923 K $ 1512 2025/09/30 0.000 $ 0.00 %
2025/09/30 QCOM QUALCOMM INC 0.78% 355.844 K $ 2139 2025/09/30 0.000 $ 0.00 %
2025/09/30 XHB SPDR SERIES TRUST 0.72% 331.403 K $ 2991 2025/09/30 0.000 $ 0.00 %
2025/09/30 CYBR CYBERARK SOFTWARE LTD 0.71% 325.643 K $ 674 2025/09/30 0.000 $ 0.00 %
2025/09/30 SEB SEABOARD CORP DEL 0.69% 313.642 K $ 86 2025/09/30 0.000 $ 0.00 %
2025/09/30 WDAY WORKDAY INC 0.67% 307.171 K $ 1276 2025/09/30 0.000 $ 0.00 %
2025/09/30 LIGHT & WONDER INC 0.66% 302.352 K $ 3602 2025/09/30 0.000 $ 0.00 %
2025/09/30 Z ZILLOW GROUP INC 0.64% 291.942 K $ 3789 2025/09/30 0.000 $ 0.00 %
2025/09/30 CWST CASELLA WASTE SYS INC 0.64% 291.471 K $ 3072 2025/09/30 0.000 $ 0.00 %
2025/09/30 CALM CAL MAINE FOODS INC 0.63% 288.699 K $ 3068 2025/09/30 0.000 $ 0.00 %
2025/09/30 WGS GENEDX HOLDINGS CORP 0.63% 285.942 K $ 2654 2025/09/30 0.000 $ 0.00 %
2025/09/30 ODFL OLD DOMINION FREIGHT LINE IN 0.60% 275.647 K $ 1958 2025/09/30 0.000 $ 0.00 %
2025/09/30 CDTX CIDARA THERAPEUTICS INC 0.60% 274.544 K $ 2867 2025/09/30 0.000 $ 0.00 %
2025/09/30 LPLA LPL FINL HLDGS INC 0.59% 269.146 K $ 809 2025/09/30 0.000 $ 0.00 %
2025/09/30 FTAI FTAI AVIATION LTD 0.58% 264.306 K $ 1584 2025/09/30 0.000 $ 0.00 %
2025/09/30 VAW VANGUARD WORLD FD 0.57% 259.353 K $ 1266 2025/03/31 0.000 $ 0.00 %
2025/09/30 AMKR AMKOR TECHNOLOGY INC 0.57% 258.724 K $ 9110 2025/09/30 0.000 $ 0.00 %
2025/09/30 NEXN NEXXEN INTL LTD 0.56% 257.002 K $ 27784 2025/09/30 0.000 $ 0.00 %
2025/09/30 BSJP INVESCO EXCH TRD SLF IDX FD 0.56% 255.159 K $ 11065 2025/09/30 0.000 $ 0.00 %
2025/09/30 MKL MARKEL GROUP INC 0.55% 250.388 K $ 131 2025/09/30 0.000 $ 0.00 %
2025/09/30 ESS ESSEX PPTY TR INC 0.54% 245.712 K $ 918 2025/09/30 0.000 $ 0.00 %
2025/09/30 IWC ISHARES TR 0.53% 243.762 K $ 1635 2025/09/30 0.000 $ 0.00 %
2025/09/30 ENPH ENPHASE ENERGY INC 0.53% 242.492 K $ 6852 2025/03/31 0.000 $ 0.00 %
2025/09/30 IJR ISHARES TR 0.52% 236.709 K $ 1992 2025/03/31 0.000 $ 0.00 %
2025/09/30 CRH CRH PLC 0.52% 235.484 K $ 1964 2025/09/30 0.000 $ 0.00 %
2025/09/30 GDS GDS HLDGS LTD 0.51% 232.510 K $ 6008 2025/09/30 0.000 $ 0.00 %
2025/09/30 SAIL SAILPOINT INC 0.50% 230.250 K $ 10428 2025/09/30 0.000 $ 0.00 %
2025/09/30 GEMI GEMINI SPACE STA INC 0.50% 228.626 K $ 9542 2025/09/30 0.000 $ 0.00 %
2025/09/30 WFC-PL WELLS FARGO CO NEW 0.50% 227.109 K $ 184 2025/09/30 0.000 $ 0.00 %
2025/09/30 CZR CAESARS ENTERTAINMENT INC NE 0.49% 226.145 K $ 8368 2025/09/30 0.000 $ 0.00 %
2025/09/30 ALLY ALLY FINL INC 0.49% 225.753 K $ 5759 2025/09/30 0.000 $ 0.00 %
2025/09/30 CNOB CONNECTONE BANCORP INC 0.49% 224.307 K $ 9041 2025/09/30 0.000 $ 0.00 %
2025/09/30 LYV LIVE NATION ENTERTAINMENT IN 0.49% 224.021 K $ 1371 2025/09/30 0.000 $ 0.00 %
2025/09/30 BRZE BRAZE INC 0.48% 219.727 K $ 7726 2025/09/30 0.000 $ 0.00 %
2025/09/30 CRS CARPENTER TECHNOLOGY CORP 0.48% 218.531 K $ 890 2025/09/30 0.000 $ 0.00 %
2025/09/30 MANH MANHATTAN ASSOCIATES INC 0.48% 218.099 K $ 1064 2025/09/30 0.000 $ 0.00 %
2025/09/30 OMAB GRUPO AEROPORTUARIO DEL CENT 0.47% 216.881 K $ 2088 2025/09/30 0.000 $ 0.00 %
2025/09/30 TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.47% 216.506 K $ 838 2025/09/30 0.000 $ 0.00 %
2025/09/30 WAY WAYSTAR HLDG CORP 0.47% 213.262 K $ 5624 2025/09/30 0.000 $ 0.00 %
2025/09/30 IEX IDEX CORP 0.47% 212.565 K $ 1306 2025/09/30 0.000 $ 0.00 %
2025/09/30 TM TOYOTA MOTOR CORP 0.46% 210.581 K $ 1102 2025/09/30 0.000 $ 0.00 %
2025/09/30 PCAR PACCAR INC 0.46% 210.503 K $ 2141 2025/03/31 0.000 $ 0.00 %
2025/09/30 TCHP T ROWE PRICE ETF INC 0.46% 208.669 K $ 4269 2025/09/30 0.000 $ 0.00 %
2025/09/30 STE STERIS PLC 0.45% 206.612 K $ 835 2025/09/30 0.000 $ 0.00 %
2025/09/30 IDCC INTERDIGITAL INC 0.45% 204.721 K $ 593 2025/09/30 0.000 $ 0.00 %
2025/09/30 MNDY MONDAY COM LTD 0.45% 203.762 K $ 1052 2025/09/30 0.000 $ 0.00 %
2025/09/30 BA BOEING CO 0.44% 200.290 K $ 928 2025/09/30 0.000 $ 0.00 %
2025/09/30 TALON CAP CORP 0.29% 133.961 K $ 13356 2025/09/30 0.000 $ 0.00 %
2025/09/30 EOSE EOS ENERGY ENTERPRISES INC 0.29% 130.985 K $ 11500 2025/09/30 0.000 $ 0.00 %
2025/09/30 NEW ERA ENERGY & DIGITAL INC 0.17% 79.597 K $ 43259 2025/09/30 0.000 $ 0.00 %
2025/09/30 LSTA LISATA THERAPEUTICS INC 0.14% 62.288 K $ 23774 2025/09/30 0.000 $ 0.00 %
2025/09/30 CLVT CLARIVATE PLC 0.10% 46.806 K $ 12221 2025/09/30 0.000 $ 0.00 %