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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 4 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,123.0 $211K 0.23% NEW $99.29 -9.2%
62 QLD PROSHARES TR 2,171.0 $210K 0.23% NEW $96.76 -3.0%
63 DB DEUTSCHE BK AG Financial Services 6,174.0 $208K 0.23% NEW $33.76 +12.9%
64 BLD TOPBUILD COR Industrials 584.0 $207K 0.22% NEW $354.53 -0.0%
65 OMC OMNICOM GROUP INC Communication Services 2,824.0 $206K 0.22% NEW $72.83 +17.4%
66 COCO VITA COCO CO INC Consumer Defensive 3,050.0 $202K 0.22% NEW $66.14 -1.0%
67 GRANITESHARES ETF TR 10,639.0 $191K 0.21% NEW $17.97
68 LUNAI BIOWORKS INC 53,211.0 $174K 0.19% NEW $3.27
69 DRH DIAMONDROCK HOSPITALITY CO Real Estate 11,739.0 $143K 0.15% NEW $12.18 +1.5%
70 AFB ALLIANCEBERNSTEIN NATL MUN I Financial Services 10,485.0 $120K 0.13% NEW $11.41 -3.2%
71 AI C3 AI INC Technology 11,237.0 $102K 0.11% NEW $9.09 +6.7%
72 SKILLSOFT CORP 19,017.0 $99K 0.11% NEW $5.18
73 ONEG ONECONSTRUCTION GROUP LTD Industrials 79,586.0 $95K 0.10% NEW $1.19 -12.6%
74 SLQT SELECTQUOTE INC Financial Services 88,903.0 $75K 0.08% NEW $0.84 -13.4%
75 GETY GETTY IMAGES HOLDINGS INC Communication Services 67,366.0 $58K 0.06% NEW $0.86 -67.9%
76 CIG CIA ENERGETICA DE MINAS GERA Utilities 26,288.0 $55K 0.06% NEW $2.10 -8.6%
77 RKLZ TIDAL TRUST II 20,362.0 $51K 0.06% NEW $2.52 +9.9%
78 IVA INVENTIVA SA Healthcare 12,803.0 $48K 0.05% NEW $3.78 +24.3%
79 LFT LUMENT FINANCE TRUST INC Real Estate 50,321.0 $46K 0.05% NEW $0.92 -34.8%
80 CRMG THEMES ETF TR 11,336.0 $46K 0.05% NEW $4.08 +42.4%
Page 4 of 8  ·  142 positions

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%