13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001534450
Total reported value
$92.6M
$92.6M
71 檔
100.7%
According to the latest 13F quarterly dataset, Ground Swell Capital, LLC managed an equity portfolio of $92.6M at the end of Q1 2024, spanning 71 distinct U.S. exchange-listed positions.
During Q1 2024, Ground Swell Capital, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 50.14% | -1.72% | EXIT | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 22.42% | — | — | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 8.71% | +12.93% | NEW | |
| 4 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.78% | — | — | |
| 5 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.58% | — | — | |
| 6 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.91% | — | — | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.87% | — | — | |
| 8 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 0.86% | — | — | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.85% | — | — | |
| 10 | ADI | Analog Devices Inc | Stock-Tech | 0.78% | — | — | |
| 11 | AEP | American Electric Power | Stock-Utilities | 0.68% | — | — | |
| 12 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 0.66% | — | — | |
| 13 | SNPS | Synopsys Inc | Stock-Tech | 0.53% | — | — | |
| 14 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.51% | — | — | |
| 15 | EQIX | Equinix Inc | Stock-Real Estate | 0.51% | +0.30% | NEW | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.51% | -0.89% | EXIT | |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.42% | — | — | |
| 18 | URNM | Sprott Uranium Miners ETF | ETF-Other | 0.42% | — | — | |
| 19 | WTM | White Mountains Insurance Group, Ltd. | Stock-Financials | 0.41% | — | — | |
| 20 | SWAVUSD | Shockwave Medical Inc | Stock-Other | 0.38% | — | — | |
| 21 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.38% | — | — | |
| 22 | NVR | Nvr Inc | Stock-Consumer Disc | 0.37% | — | — | |
| 23 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.35% | — | — | |
| 24 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.35% | — | — | |
| 25 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.34% | — | — | |
| 26 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-Other | 0.31% | — | — | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.28% | — | — | |
| 28 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.27% | — | — | |
| 29 | TT | Trane Technologies plc | Stock-Industrials | 0.26% | — | — | |
| 30 | PGX | Invesco Preferred ETF | ETF-Other | 0.24% | — | — | |
| 31 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 0.23% | — | — | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.23% | — | — | |
| 33 | CELH | Celsius Holdings Inc | Stock-Consumer Staples | 0.21% | — | — | |
| 34 | GTLB | Gitlab Inc-cl A | Stock-Tech | 0.21% | — | — | |
| 35 | TER | Teradyne Inc | Stock-Tech | 0.21% | -0.94% | EXIT | |
| 36 | WEX | Wex Inc | Stock-Tech | 0.21% | — | — | |
| 37 | LAD | Lithia Motors Inc | Stock-Consumer Disc | 0.21% | — | — | |
| 38 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.20% | — | — | |
| 39 | RH | Rh | Stock-Consumer Disc | 0.20% | — | — | |
| 40 | SNX | TD Synnex CORP | Stock-Tech | 0.20% | — | — | |
| 41 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.20% | — | — | |
| 42 | ACIC | American Coastal Insurance C | Stock-Other | 0.10% | — | — | |
| 43 | ✓ | Stock-Other | 0.05% | — | — | ||
| 44 | ZOMDF | Zomedica CORP | Stock-Other | 0.04% | — | -0.47% | |
| 45 | ICMB | Investcorp Credit Management | Stock-Other | 0.04% | — | — | |
| 46 | ✓ | Castor Maritime Inc | Stock-Other | 0.04% | — | — | |
| 47 | GLDG | Goldmining Inc | Stock-Other | 0.03% | — | — | |
| 48 | CCIVGBP | Lucid Group Inc | Stock-Other | 0.03% | — | — | |
| 49 | WETH | Wetouch Technology Inc | Stock-Other | 0.03% | — | — | |
| 50 | ✓ | Stock-Other | 0.03% | — | — |
According to official SEC Form 13F filings, Ground Swell Capital, LLC reported a total U.S. public equity portfolio value of $92.6M across 71 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TLT, SPY, IWM) accounted for 100.7% of total reported equity market value during Q1 2024.
During Q1 2024, Ground Swell Capital, LLC's top holdings by market value included TLT (50.1%)、SPY (22.4%)、IWM (8.7%). The largest single position, TLT, represented 50.1% of total portfolio value.
In Q1 2024, Ground Swell Capital, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.