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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 5 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GGB GERDAU SA Basic Materials 11,002.0 $44K 0.05% NEW $4.04 +18.7%
82 SITE CTRS CORP 10,857.0 $43K 0.05% NEW $3.97
83 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 20,100.0 $39K 0.04% NEW $1.92 -16.1%
84 CLPR CLIPPER RLTY INC Real Estate 13,784.0 $37K 0.04% NEW $2.72 +23.6%
85 MYO MYOMO INC Healthcare 34,874.0 $36K 0.04% NEW $1.04 +51.0%
86 MDXHEALTH SA 88,114.0 $36K 0.04% NEW $0.41
87 TRUMP MEDIA & TECHNOLOGY GRO 10,017.0 $32K 0.04% NEW $3.19
88 FSP FRANKLIN STR PPTYS CORP Real Estate 60,653.0 $31K 0.03% NEW $0.52 -7.2%
89 NRDY NERDY INC Technology 31,618.0 $29K 0.03% NEW $0.92 -25.9%
90 FUSE FUSEMACHINES INC Technology 26,869.0 $28K 0.03% NEW $1.05 -20.4%
91 PSIG PS INTL GROUP LTD Industrials 21,846.0 $28K 0.03% NEW $1.27 -15.0%
92 CANOPY GROWTH CORPORATION 28,181.0 $27K 0.03% NEW $0.95
93 GNTA GENENTA SCIENCE S P A Healthcare 14,374.0 $26K 0.03% NEW $1.84 -31.5%
94 DOUG DOUGLAS ELLIMAN INC Real Estate 13,685.0 $24K 0.03% NEW $1.77 +10.2%
95 SOLUNA HOLDINGS INC 17,874.0 $24K 0.03% NEW $1.35
96 SOS LIMITED 22,184.0 $22K 0.02% NEW $1.00
97 DDL DINGDONG CAYMAN LTD Consumer Defensive 11,475.0 $22K 0.02% NEW $1.93 +18.2%
98 ADCT ADC THERAPEUTICS SA Healthcare 20,408.0 $22K 0.02% NEW $1.07 +2.3%
99 AMC ENTMT HLDGS INC 11,039.0 $21K 0.02% NEW $1.90
100 LOCAL BOUNTI CORP 16,081.0 $21K 0.02% NEW $1.29
Page 5 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%