Portfolio (Quarterly)
Guide ↗
Ground Swell Capital, LLC
· CIK 0001534450| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | IEX | IDEX CORP | Industrials | 1,306 | $213K | 0.47% | SOLD |
| 82 | TM | TOYOTA MOTOR CORP | Consumer Cyclical | 1,102 | $211K | 0.46% | SOLD |
| 83 | PCAR | PACCAR INC | Industrials | 2,141 | $211K | 0.46% | SOLD |
| 84 | TCHP | T ROWE PRICE ETF INC | — | 4,269 | $209K | 0.46% | SOLD |
| 85 | STE | STERIS PLC | Healthcare | 835 | $207K | 0.45% | SOLD |
| 86 | IDCC | INTERDIGITAL INC | Technology | 593 | $205K | 0.45% | SOLD |
| 87 | MNDY | MONDAY COM LTD | Technology | 1,052 | $204K | 0.45% | SOLD |
| 88 | BA | BOEING CO | Industrials | 928 | $200K | 0.44% | SOLD |
| 89 | EOSE | EOS ENERGY ENTERPRISES INC | Industrials | 11,500 | $131K | 0.29% | SOLD |
| 90 | NUAI | NEW ERA ENERGY & DIGITAL INC | Energy | 43,259 | $80K | 0.17% | SOLD |
| 91 | CLVT | CLARIVATE PLC | Technology | 12,221 | $47K | 0.10% | SOLD |
| 92 | DHC | DIVERSIFIED HEALTHCARE TR | Real Estate | 10,235 | $45K | 0.10% | SOLD |
| 93 | BLND | BLEND LABS INC | Technology | 11,996 | $44K | 0.10% | SOLD |
| 94 | — | IZEA WORLDWIDE INC | — | 11,630 | $43K | 0.10% | SOLD |
| 95 | — | AIR INDS GROUP | — | 13,299 | $42K | 0.09% | SOLD |
| 96 | — | OS THERAPIES INCORPORATED | — | 20,462 | $40K | 0.09% | SOLD |
| 97 | SLDP | SOLID POWER INC | Industrials | 11,100 | $39K | 0.08% | SOLD |
| 98 | CREG | SMART POWERR CORP | Utilities | 29,088 | $35K | 0.08% | SOLD |
| 99 | — | NOVABAY PHARMACEUTICALS INC | — | 19,158 | $25K | 0.05% | SOLD |
| 100 | IOVA | IOVANCE BIOTHERAPEUTICS INC | Healthcare | 11,044 | $24K | 0.05% | SOLD |
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%