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Portfolio (Quarterly) Guide ↗

Ground Swell Capital, LLC

· CIK 0001534450
13F Portfolio $93M AUM 146 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 142 New 2 Added 1 Reduced 84 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWD ISHARES TR 3,419.0 $829K 0.90% +2K +142.3% $242.43 +6.1%
2 TSLA TESLA INC Consumer Cyclical 1,603.0 $674K 0.73% +119.0 +8.0% $420.60 -19.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 51.5%
Consumer Cyclical 11.2%
Financial Services 10.5%
Industrials 8.1%
Healthcare 6.7%
Consumer Defensive 3.7%
Energy 3.0%
Real Estate 2.9%
Communication Services 1.5%
Basic Materials 0.4%