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CIK: 0001534450
Total reported value
$92.6M
$92.6M
155 檔
9.3%
In Q1 2025, Ground Swell Capital, LLC's U.S. equity holdings reached a combined market value of $92.6M, distributed across 155 disclosed stock positions.
In Q1 2025, Ground Swell Capital, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | Stock-Consumer Disc | 5.58% | -0.39% | -50.00% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.55% | -1.72% | EXIT | |
| 3 | MCHP | Microchip Technology Inc | Stock-Tech | 3.44% | — | — | |
| 4 | COIN | Coinbase Global Inc -class A | Stock-Financials | 3.00% | — | +556.04% | |
| 5 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 2.86% | — | — | |
| 6 | KOKU | Xtrackers Msci Kokusai Eqty | ETF-Other | 2.44% | — | +23.54% | |
| 7 | TXN | Texas Instruments Inc | Stock-Tech | 2.17% | — | — | |
| 8 | AMAT | Applied Materials Inc | Stock-Tech | 1.81% | — | — | |
| 9 | APO | Apollo Global Management Inc | Stock-Financials | 1.74% | — | — | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.53% | — | — | |
| 11 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.48% | — | -61.49% | |
| 12 | TCOM | Trip.com Group Ltd-adr | Stock-Consumer Disc | 1.48% | — | — | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.34% | -3.07% | EXIT | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.29% | — | — | |
| 15 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.28% | — | — | |
| 16 | INTC | Intel CORP | Stock-Tech | 1.27% | — | — | |
| 17 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.10% | — | — | |
| 18 | ON | On Semiconductor | Stock-Tech | 1.08% | — | — | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.05% | — | — | |
| 20 | PWR | Quanta Services Inc | Stock-Industrials | 1.04% | — | — | |
| 21 | IOO | Ishares Global 100 ETF | ETF-Other | 1.04% | — | — | |
| 22 | AMD | Advanced Micro Devices | Stock-Tech | 1.01% | -1.19% | EXIT | |
| 23 | NEE 7.299 06-01-27Bond | Nextera Energy Inc | Bond | 1.00% | +0.53% | NEW | |
| 24 | KKR | Kkr & Co Inc | Stock-Financials | 1.00% | — | — | |
| 25 | COO | Cooper Cos Inc/the | Stock-Healthcare | 0.97% | — | — | |
| 26 | ENPH | Enphase Energy Inc | Stock-Tech | 0.95% | +0.64% | NEW | |
| 27 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.94% | — | — | |
| 28 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 0.93% | — | — | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.91% | — | — | |
| 30 | PCAR | Paccar Inc | Stock-Industrials | 0.87% | — | — | |
| 31 | XYZ | Block Inc | Stock-Financials | 0.86% | — | — | |
| 32 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.85% | — | — | |
| 33 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.84% | — | — | |
| 34 | FANG | Diamondback Energy Inc | Stock-Energy | 0.83% | — | — | |
| 35 | GHC | Graham Holdings Co-class B | Stock-Industrials | 0.81% | — | — | |
| 36 | MKTX | Marketaxess Holdings Inc | Stock-Financials | 0.78% | — | — | |
| 37 | FIX | Comfort Systems USA Inc | Stock-Industrials | 0.78% | — | — | |
| 38 | KEYS | Keysight Technologies In | Stock-Tech | 0.78% | — | — | |
| 39 | ASML | ASML Holding N.V. | Stock-Tech | 0.78% | +3.55% | NEW | |
| 40 | ALB 7.25 03-01-27Bond | Albemarle CORP | Bond | 0.75% | — | — | |
| 41 | AZO | Autozone Inc | Stock-Consumer Disc | 0.75% | — | — | |
| 42 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.74% | — | — | |
| 43 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.73% | — | — | |
| 44 | XSW | Ss Spdr S&p Soft & Serv ETF | ETF-Other | 0.73% | — | — | |
| 45 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.73% | — | — | |
| 46 | NEE 6.926 09-01-25Bond | Nextera Energy Inc | Bond | 0.71% | — | — | |
| 47 | ENTG | Entegris Inc | Stock-Tech | 0.71% | +0.42% | — | |
| 48 | DOCU | Docusign Inc | Stock-Tech | 0.70% | — | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | — | — | |
| 50 | MSTR | Strategy Inc | Stock-Tech | 0.68% | — | -95.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | — | NEW | New buy |
| 2 | TLT | Ishares 20+ Year Treasury Bd | — | NEW | New buy |
| 3 | MCHP | Microchip Technology Inc | — | NEW | New buy |
| 4 | COIN | Coinbase Global Inc -class A | — | NEW | New buy |
| 5 | NXPI | NXP Semiconductors N.V. | — | NEW | New buy |
| 6 | KOKU | Xtrackers Msci Kokusai Eqty | — | NEW | New buy |
| 7 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 8 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 9 | APO | Apollo Global Management Inc | — | NEW | New buy |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | — | NEW | New buy |
| 11 | IWN | Ishares Russell 2000 Value E | — | NEW | New buy |
| 12 | TCOM | Trip.com Group Ltd-adr | — | NEW | New buy |
| 13 | NVDA | Nvidia CORP | — | NEW | New buy |
| 14 | VBK | Vanguard Small-cap Grwth ETF | — | NEW | New buy |
| 15 | IBIT | Ishares Bitcoin Trust ETF | — | NEW | New buy |
| 16 | INTC | Intel CORP | — | NEW | New buy |
| 17 | IJS | Ishares S&p Small-cap 600 Va | — | NEW | New buy |
| 18 | ON | On Semiconductor | — | NEW | New buy |
| 19 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 20 | PWR | Quanta Services Inc | — | NEW | New buy |
| 21 | IOO | Ishares Global 100 ETF | — | NEW | New buy |
| 22 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 23 | NEE 7.299 06-01-27Bond | Nextera Energy Inc | — | NEW | New buy |
| 24 | KKR | Kkr & Co Inc | — | NEW | New buy |
| 25 | COO | Cooper Cos Inc/the | — | NEW | New buy |
| 26 | ENPH | Enphase Energy Inc | — | NEW | New buy |
| 27 | MELI | Mercadolibre Inc | — | NEW | New buy |
| 28 | CORP | Pimco Inv Grade CORP Bd ETF | — | NEW | New buy |
| 29 | MA | Mastercard Inc - A | — | NEW | New buy |
| 30 | PCAR | Paccar Inc | — | NEW | New buy |
| 31 | XYZ | Block Inc | — | NEW | New buy |
| 32 | PHM | Pultegroup Inc | — | NEW | New buy |
| 33 | MDLZ | Mondelez International Inc-a | — | NEW | New buy |
| 34 | FANG | Diamondback Energy Inc | — | NEW | New buy |
| 35 | GHC | Graham Holdings Co-class B | — | NEW | New buy |
| 36 | MKTX | Marketaxess Holdings Inc | — | NEW | New buy |
| 37 | FIX | Comfort Systems USA Inc | — | NEW | New buy |
| 38 | KEYS | Keysight Technologies In | — | NEW | New buy |
| 39 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 40 | ALB 7.25 03-01-27Bond | Albemarle CORP | — | NEW | New buy |
| 41 | AZO | Autozone Inc | — | NEW | New buy |
| 42 | SMLF | Ishares US Smallcap Equity F | — | NEW | New buy |
| 43 | DGX | Quest Diagnostics Inc | — | NEW | New buy |
| 44 | XSW | Ss Spdr S&p Soft & Serv ETF | — | NEW | New buy |
| 45 | CASY | Casey's General Stores Inc | — | NEW | New buy |
| 46 | NEE 6.926 09-01-25Bond | Nextera Energy Inc | — | NEW | New buy |
| 47 | ENTG | Entegris Inc | — | NEW | New buy |
| 48 | DOCU | Docusign Inc | — | NEW | New buy |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 50 | MSTR | Strategy Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Ground Swell Capital, LLC reported a total U.S. public equity portfolio value of $92.6M across 155 disclosed positions in Q1 2025.
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 TSLA, TLT, MCHP) accounted for 9.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
TSLA
市值: $2.6M
During Q1 2025, Ground Swell Capital, LLC's top holdings by market value included TSLA (5.6%)、TLT (3.5%)、MCHP (3.4%). The largest single position, TSLA, represented 5.6% of total portfolio value.
In Q1 2025, Ground Swell Capital, LLC made 50 total portfolio adjustments, initiating 50 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.
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