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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  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 2,558.0 $215K 0.23% NEW $84.21 -13.5%
62 TTEK TETRA TECH INC NEW Industrials 7,451.0 $215K 0.23% NEW $28.89 +25.1%
63 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,123.0 $211K 0.23% NEW $99.29 -9.1%
64 QLD PROSHARES TR 2,171.0 $210K 0.23% NEW $96.76 -2.9%
65 DB DEUTSCHE BK AG Financial Services 6,174.0 $208K 0.23% NEW $33.76 +13.0%
66 BLD TOPBUILD COR Industrials 584.0 $207K 0.22% NEW $354.53 -0.0%
67 OMC OMNICOM GROUP INC Communication Services 2,824.0 $206K 0.22% NEW $72.83 +17.8%
68 COCO VITA COCO CO INC Consumer Defensive 3,050.0 $202K 0.22% NEW $66.14 -1.1%
69 GRANITESHARES ETF TR 10,639.0 $191K 0.21% NEW $17.97
70 LUNAI BIOWORKS INC 53,211.0 $174K 0.19% NEW $3.27
71 TALON CAP CORP 13,813.0 $145K 0.16% -667.0 -4.6% $10.49
72 DRH DIAMONDROCK HOSPITALITY CO Real Estate 11,739.0 $143K 0.15% NEW $12.18 +0.6%
73 AFB ALLIANCEBERNSTEIN NATL MUN I Financial Services 10,485.0 $120K 0.13% NEW $11.41 -3.1%
74 AI C3 AI INC Technology 11,237.0 $102K 0.11% NEW $9.09 +6.1%
75 SKILLSOFT CORP 19,017.0 $99K 0.11% NEW $5.18
76 ONEG ONECONSTRUCTION GROUP LTD Industrials 79,586.0 $95K 0.10% NEW $1.19 -12.6%
77 SLQT SELECTQUOTE INC Financial Services 88,903.0 $75K 0.08% NEW $0.84 -13.2%
78 GETY GETTY IMAGES HOLDINGS INC Communication Services 67,366.0 $58K 0.06% NEW $0.86 -68.3%
79 CIG CIA ENERGETICA DE MINAS GERA Utilities 26,288.0 $55K 0.06% NEW $2.10 -8.3%
80 RKLZ TIDAL TRUST II 20,362.0 $51K 0.06% NEW $2.52 +8.3%
Page 4 of 8  ·  145 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%