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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 8 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NTCL NETCLASS TECHNOLOGY INC Technology 16,348.0 $2K 0.00% NEW $0.14 +1772.8%
142 CXAI CXAPP INC Technology 11,238.0 $2K 0.00% NEW $0.19 -49.7%
143 GOSS GOSSAMER BIO INC Healthcare 10,000.0 $2K 0.00% NEW $0.16 -14.3%
144 FOXX DEV HLDGS INC 18,204.0 $1K 0.00% NEW $0.07
145 PALLADYNE AI CORP 15,843.0 $499.0 0.00% NEW $0.03
Page 8 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%