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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
Page 2 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 AAPL APPLE INC Technology 1,107 $301K 0.62% SOLD
22 AEM AGNICO EAGLE MINES LTD Basic Materials 1,714 $291K 0.60% SOLD
23 ORCL ORACLE CORP Technology 1,411 $275K 0.57% SOLD
24 FROG JFROG LTD Technology 4,277 $267K 0.55% SOLD
25 MRK MERCK & CO INC Healthcare 2,492 $262K 0.54% SOLD
26 ADP AUTOMATIC DATA PROCESSING IN Industrials 990 $255K 0.52% SOLD
27 MMM 3M CO Industrials 1,589 $254K 0.52% SOLD
28 NTAP NETAPP INC Technology 2,267 $243K 0.50% SOLD
29 CORT CORCEPT THERAPEUTICS INC Healthcare 6,885 $240K 0.49% SOLD
30 AGYS AGILYSYS INC Technology 1,963 $233K 0.48% SOLD
31 TSEM TOWER SEMICONDUCTOR LTD Technology 1,980 $232K 0.48% SOLD
32 XHB SPDR SERIES TRUST 2,186 $225K 0.46% SOLD
33 LPLA LPL FINL HLDGS INC Financial Services 628 $224K 0.46% SOLD
34 ROST ROSS STORES INC Consumer Cyclical 1,235 $222K 0.46% SOLD
35 IGOV ISHARES TR 5,334 $222K 0.46% SOLD
36 QCOM QUALCOMM INC Technology 1,296 $222K 0.46% SOLD
37 XME SPDR SERIES TRUST 2,134 $221K 0.46% SOLD
38 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 103 $221K 0.46% SOLD
39 CRWD CROWDSTRIKE HLDGS INC Technology 453 $212K 0.44% SOLD
40 TECL DIREXION SHS ETF TR 1,803 $212K 0.44% SOLD
Page 2 of 5  ·  84 positions
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%