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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 2 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 4,017 $564K 1.23% SOLD
22 VT VANGUARD INTL EQUITY INDEX F 4,059 $559K 1.22% SOLD
23 FNDA SCHWAB STRATEGIC TR 16,428 $512K 1.12% SOLD
24 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,111 $507K 1.11% SOLD
25 SLYV SPDR SERIES TRUST 5,691 $505K 1.10% SOLD
26 FIVE FIVE BELOW INC Consumer Cyclical 3,246 $502K 1.10% SOLD
27 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1,191 $499K 1.09% SOLD
28 NTRA NATERA INC Healthcare 3,078 $495K 1.08% SOLD
29 GILD GILEAD SCIENCES INC Healthcare 4,440 $493K 1.08% SOLD
30 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 3,749 $481K 1.05% SOLD
31 RGLD ROYAL GOLD INC Basic Materials 2,384 $478K 1.05% SOLD
32 MTCH MATCH GROUP INC NEW Communication Services 13,403 $473K 1.04% SOLD
33 BLV VANGUARD BD INDEX FDS 6,397 $453K 0.99% SOLD
34 ROAD CONSTRUCTION PARTNERS INC Industrials 3,558 $452K 0.99% SOLD
35 PSIX POWER SOLUTIONS INTL INC Industrials 4,581 $450K 0.98% SOLD
36 FOX FOX CORP Communication Services 7,785 $446K 0.98% SOLD
37 SANDISK CORP 3,963 $445K 0.97% SOLD
38 STNE STONECO LTD Technology 22,681 $429K 0.94% SOLD
39 TMF DIREXION SHS ETF TR 10,431 $419K 0.92% SOLD
40 HALO HALOZYME THERAPEUTICS INC Healthcare 5,567 $408K 0.89% SOLD
Page 2 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%