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Portfolio (Quarterly) Guide ↗

Ground Swell Capital, LLC

· CIK 0001534450
13F Portfolio $49M AUM 87 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 75 New 3 Added 9 Reduced 119 Exited
Page 1 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 RSP INVESCO EXCHANGE TRADED FD T 9,577 $1.8M 3.97% SOLD
2 IWB ISHARES TR 4,840 $1.8M 3.87% SOLD
3 EFA ISHARES TR 18,318 $1.7M 3.74% SOLD
4 STIP ISHARES TR 16,378 $1.7M 3.70% SOLD
5 MSFT MICROSOFT CORP Technology 3,051 $1.6M 3.46% SOLD
6 ITOT ISHARES TR 8,004 $1.2M 2.55% SOLD
7 VSS VANGUARD INTL EQUITY INDEX F 8,013 $1.1M 2.50% SOLD
8 ALAB ASTERA LABS INC Technology 5,000 $979K 2.14% SOLD
9 VXF VANGUARD INDEX FDS 4,593 $961K 2.10% SOLD
10 LQD ISHARES TR 7,827 $872K 1.91% SOLD
11 MDB MONGODB INC Technology 2,208 $685K 1.50% SOLD
12 NVR NVR INC Consumer Cyclical 84 $675K 1.48% SOLD
13 VPL VANGUARD INTL EQUITY INDEX F 7,477 $657K 1.44% SOLD
14 NTNX NUTANIX INC Technology 8,708 $648K 1.42% SOLD
15 CQQQ INVESCO EXCH TRADED FD TR II 10,675 $630K 1.38% SOLD
16 BIV VANGUARD BD INDEX FDS 7,877 $615K 1.35% SOLD
17 EXPAND ENERGY CORPORATION 5,637 $599K 1.31% SOLD
18 CRWV COREWEAVE INC Technology 4,366 $597K 1.31% SOLD
19 EXPE EXPEDIA GROUP INC Consumer Cyclical 2,696 $576K 1.26% SOLD
20 REGN REGENERON PHARMACEUTICALS Healthcare 1,021 $574K 1.26% SOLD
Page 1 of 6  ·  119 positions
Sector Allocation
Financial Services 74.4%
Technology 11.6%
Consumer Cyclical 3.6%
Communication Services 3.2%
Healthcare 3.0%
Industrials 2.2%
Consumer Defensive 1.3%
Basic Materials 0.7%