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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  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IVA INVENTIVA SA Healthcare 12,803.0 $48K 0.05% NEW $3.78 +24.1%
82 LFT LUMENT FINANCE TRUST INC Real Estate 50,321.0 $46K 0.05% NEW $0.92 -34.5%
83 CRMG THEMES ETF TR 11,336.0 $46K 0.05% NEW $4.08 +41.9%
84 GGB GERDAU SA Basic Materials 11,002.0 $44K 0.05% NEW $4.04 +18.7%
85 SITE CTRS CORP 10,857.0 $43K 0.05% NEW $3.97
86 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 20,100.0 $39K 0.04% NEW $1.92 -15.9%
87 CLPR CLIPPER RLTY INC Real Estate 13,784.0 $37K 0.04% NEW $2.72 +23.5%
88 MYO MYOMO INC Healthcare 34,874.0 $36K 0.04% NEW $1.04 +51.9%
89 MDXHEALTH SA 88,114.0 $36K 0.04% NEW $0.41
90 TRUMP MEDIA & TECHNOLOGY GRO 10,017.0 $32K 0.04% NEW $3.19
91 FSP FRANKLIN STR PPTYS CORP Real Estate 60,653.0 $31K 0.03% NEW $0.52 -12.6%
92 NRDY NERDY INC Technology 31,618.0 $29K 0.03% NEW $0.92 -25.7%
93 FUSE FUSEMACHINES INC Technology 26,869.0 $28K 0.03% NEW $1.05 -22.2%
94 PSIG PS INTL GROUP LTD Industrials 21,846.0 $28K 0.03% NEW $1.27 -14.2%
95 CANOPY GROWTH CORPORATION 28,181.0 $27K 0.03% NEW $0.95
96 GNTA GENENTA SCIENCE S P A Healthcare 14,374.0 $26K 0.03% NEW $1.84 -28.8%
97 DOUG DOUGLAS ELLIMAN INC Real Estate 13,685.0 $24K 0.03% NEW $1.77 +9.3%
98 SOLUNA HOLDINGS INC 17,874.0 $24K 0.03% NEW $1.35
99 SOS LIMITED 22,184.0 $22K 0.02% NEW $1.00
100 DDL DINGDONG CAYMAN LTD Consumer Defensive 11,475.0 $22K 0.02% NEW $1.93 +19.4%
Page 5 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%