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CIK: 0001534450
Total reported value
$92.6M
$92.6M
131 檔
9.3%
At the close of Q3 2025, Ground Swell Capital, LLC disclosed equity holdings valued at approximately $92.6M, spread across 131 reported holdings.
In Q3 2025, Ground Swell Capital, LLC displayed an active expansion posture, initiating 30 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.97% | -0.67% | EXIT | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-Other | 3.87% | — | +70.30% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.74% | +0.52% | NEW | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 3.70% | — | — | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.46% | — | — | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.55% | — | — | |
| 7 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.50% | — | — | |
| 8 | ALAB | Astera Labs Inc | Stock-Tech | 2.14% | -0.87% | EXIT | |
| 9 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.10% | — | — | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.91% | — | — | |
| 11 | MDB | Mongodb Inc | Stock-Tech | 1.50% | — | — | |
| 12 | NVR | Nvr Inc | Stock-Consumer Disc | 1.48% | — | +110.00% | |
| 13 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 1.44% | — | — | |
| 14 | NTNX | Nutanix Inc - A | Stock-Tech | 1.42% | — | — | |
| 15 | CQQQ | Invesco China Technology ETF | ETF-Tech | 1.38% | — | — | |
| 16 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.35% | — | — | |
| 17 | EXE | Expand Energy CORP | Stock-Energy | 1.31% | — | — | |
| 18 | CRWV | Coreweave Inc-cl A | Stock-Tech | 1.31% | — | +24.64% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.30% | +0.90% | NEW | |
| 20 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 1.26% | — | — | |
| 21 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.26% | — | — | |
| 22 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 1.23% | -0.98% | EXIT | |
| 23 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.22% | — | — | |
| 24 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.12% | — | — | |
| 25 | ALNY | Alnylam Pharmaceuticals Inc | Stock-Healthcare | 1.11% | — | — | |
| 26 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.10% | — | — | |
| 27 | FIVE | Five Below | Stock-Consumer Disc | 1.10% | — | — | |
| 28 | UTHR | United Therapeutics CORP | Stock-Healthcare | 1.09% | — | — | |
| 29 | NTRA | Natera Inc | Stock-Healthcare | 1.08% | — | — | |
| 30 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.08% | — | — | |
| 31 | OLLI | Ollie's Bargain Outlet Holdi | Stock-Consumer Staples | 1.05% | — | — | |
| 32 | RGLD | Royal Gold Inc | Stock-Materials | 1.05% | — | — | |
| 33 | MTCH | Match Group Inc | Stock-Comm Services | 1.04% | — | — | |
| 34 | DASH | Doordash Inc - A | Stock-Consumer Disc | 1.00% | — | — | |
| 35 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.99% | — | — | |
| 36 | ROAD | Construction Partners Inc-a | Stock-Industrials | 0.99% | +0.28% | NEW | |
| 37 | PSIX | Power Solutions Internationa | Stock-Other | 0.98% | — | — | |
| 38 | FOX | Fox CORP - Class B | Stock-Comm Services | 0.98% | — | — | |
| 39 | SNDK | Sandisk CORP | Stock-Tech | 0.97% | -1.42% | EXIT | |
| 40 | STNE | StoneCo Ltd. | Stock-Other | 0.94% | — | — | |
| 41 | TMF | Dir Dly 20+yr Tr Bl3x Etf-ui | ETF-Other | 0.92% | — | — | |
| 42 | HALO | Halozyme Therapeutics Inc | Stock-Healthcare | 0.89% | — | — | |
| 43 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.88% | — | — | |
| 44 | TXRH | Texas Roadhouse Inc | Stock-Consumer Disc | 0.86% | — | — | |
| 45 | ADP | Automatic Data Processing | Stock-Tech | 0.85% | — | — | |
| 46 | NWSA | News CORP - Class A | Stock-Comm Services | 0.84% | — | — | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.82% | — | — | |
| 48 | SEIC | Sei Investments Company | Stock-Financials | 0.79% | — | — | |
| 49 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.78% | — | — | |
| 50 | QCOM | Qualcomm Inc | Stock-Tech | 0.78% | — | — |
According to official SEC Form 13F filings, Ground Swell Capital, LLC reported a total U.S. public equity portfolio value of $92.6M across 131 disclosed positions in Q3 2025.
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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 RSP, IWB, EFA) accounted for 9.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
RSP
市值: $1.8M
Top Position Liquidated / Trimmed
TSLA
前期市值: $2.6M
During Q3 2025, Ground Swell Capital, LLC's top holdings by market value included RSP (4.0%)、IWB (3.9%)、EFA (3.7%). The largest single position, RSP, represented 4.0% of total portfolio value.
In Q3 2025, Ground Swell Capital, LLC made 50 total portfolio adjustments, initiating 30 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 20 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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