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CIK: 0001534450
Total reported value
$92.6M
$92.6M
87 檔
37.6%
In Q4 2025, Ground Swell Capital, LLC's U.S. equity holdings reached a combined market value of $92.6M, distributed across 87 disclosed stock positions.
In Q4 2025, Ground Swell Capital, LLC adopted a defensive or profit-taking posture, trimming 0 positions and completely liquidating 38 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 63.21% | -3.48% | EXIT | |
| 2 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 2.76% | — | — | |
| 3 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 2.21% | — | — | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.18% | -1.72% | EXIT | |
| 5 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.37% | -0.39% | — | |
| 6 | ROKU | Roku Inc | Stock-Comm Services | 1.12% | — | — | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.12% | — | — | |
| 8 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.01% | — | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.98% | — | — | |
| 10 | SOXL | Direx Dail Semi Bu 3x Et-usd | ETF-Other | 0.97% | — | — | |
| 11 | SYU1 | Synovus Financial CORP | Stock-Other | 0.89% | — | — | |
| 12 | AMD | Advanced Micro Devices | Stock-Tech | 0.88% | -1.19% | EXIT | |
| 13 | DOCU | Docusign Inc | Stock-Tech | 0.83% | — | — | |
| 14 | ONDS | Ondas Inc | Stock-Tech | 0.82% | -0.36% | EXIT | |
| 15 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.80% | -1.44% | EXIT | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 0.71% | — | — | |
| 17 | HON | Honeywell International Inc | Stock-Industrials | 0.66% | — | — | |
| 18 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.66% | — | -15.78% | |
| 19 | TER | Teradyne Inc | Stock-Tech | 0.65% | -0.94% | EXIT | |
| 20 | TXN | Texas Instruments Inc | Stock-Tech | 0.64% | — | — | |
| 21 | AMGN | Amgen Inc | Stock-Healthcare | 0.63% | — | — | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.62% | -3.01% | EXIT | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.61% | +0.90% | NEW | |
| 24 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.60% | — | — | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 0.57% | — | — | |
| 26 | FROG | JFrog Ltd. | Stock-Tech | 0.55% | — | — | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.54% | — | — | |
| 28 | ADP | Automatic Data Processing | Stock-Tech | 0.52% | — | -25.34% | |
| 29 | MMM | 3m Co | Stock-Industrials | 0.52% | — | — | |
| 30 | NTAP | Netapp Inc | Stock-Tech | 0.50% | — | — | |
| 31 | CORT | Corcept Therapeutics Inc | Stock-Healthcare | 0.49% | — | — | |
| 32 | AGYS | Agilysys Inc | Stock-Other | 0.48% | — | — | |
| 33 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 0.48% | — | — | |
| 34 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 0.46% | — | -26.91% | |
| 35 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.46% | — | -22.37% | |
| 36 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.46% | — | — | |
| 37 | IGOV | Ishares International Treasu | ETF-Other | 0.46% | — | — | |
| 38 | QCOM | Qualcomm Inc | Stock-Tech | 0.46% | — | -39.41% | |
| 39 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 0.46% | — | — | |
| 40 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 0.45% | — | — | |
| 41 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.44% | — | — | |
| 42 | TECL | Dire Dai Tec Bull 3x Etf-usd | ETF-Other | 0.44% | — | — | |
| 43 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.43% | — | — | |
| 44 | WDAY | Workday Inc-class A | Stock-Tech | 0.43% | — | -23.51% | |
| 45 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.42% | — | — | |
| 46 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.42% | — | — | |
| 47 | SHOE | Shoe Station Group Inc | Stock-Other | 0.38% | — | — | |
| 48 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.37% | — | — | |
| 49 | ✓ | Stock-Other | 0.31% | -0.11% | +8.42% | ||
| 50 | VZLA | Vizsla Silver CORP | Stock-Other | 0.17% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 2 | RSP | Invesco S&p 500 Equal Weight | — | EXIT | Sold out |
| 3 | IWB | Ishares Russell 1000 ETF | — | EXIT | Sold out |
| 4 | EFA | Ishares Msci Eafe ETF | — | EXIT | Sold out |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | — | EXIT | Sold out |
| 6 | MSFT | Microsoft CORP | — | EXIT | Sold out |
| 7 | PNW | Pinnacle West Capital Corporation | — | NEW | New buy |
| 8 | ITOT | Ishares Core S&p Total U.s. | — | EXIT | Sold out |
| 9 | VSS | Vanguard Ftse All Wo X-us Sc | — | EXIT | Sold out |
| 10 | NXPI | NXP Semiconductors N.V. | — | NEW | New buy |
| 11 | TLT | Ishares 20+ Year Treasury Bd | — | NEW | New buy |
| 12 | ALAB | Astera Labs Inc | — | EXIT | Sold out |
| 13 | VXF | Vanguard Extended Market ETF | — | EXIT | Sold out |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | EXIT | Sold out |
| 15 | MDB | Mongodb Inc | — | EXIT | Sold out |
| 16 | NVR | Nvr Inc | — | EXIT | Sold out |
| 17 | TSLA | Tesla Inc | — | NEW | New buy |
| 18 | VPL | Vanguard Ftse Pacific ETF | — | EXIT | Sold out |
| 19 | NTNX | Nutanix Inc - A | — | EXIT | Sold out |
| 20 | CQQQ | Invesco China Technology ETF | — | EXIT | Sold out |
| 21 | BIV | Vanguard Intermediate-term B | — | EXIT | Sold out |
| 22 | EXE | Expand Energy CORP | — | EXIT | Sold out |
| 23 | CRWV | Coreweave Inc-cl A | — | EXIT | Sold out |
| 24 | EXPE | Expedia Group Inc | — | EXIT | Sold out |
| 25 | REGN | Regeneron Pharmaceuticals | — | EXIT | Sold out |
| 26 | NBIX | Neurocrine Biosciences Inc | — | EXIT | Sold out |
| 27 | VT | Vanguard Tot World Stk ETF | — | EXIT | Sold out |
| 28 | ROKU | Roku Inc | — | NEW | New buy |
| 29 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 30 | FNDA | Schwab Fndmntl US Sm Co ETF | — | EXIT | Sold out |
| 31 | ALNY | Alnylam Pharmaceuticals Inc | — | EXIT | Sold out |
| 32 | SLYV | Ss Spdr S&p 600 Sc Val ETF | — | EXIT | Sold out |
| 33 | FIVE | Five Below | — | EXIT | Sold out |
| 34 | UTHR | United Therapeutics CORP | — | EXIT | Sold out |
| 35 | NTRA | Natera Inc | — | EXIT | Sold out |
| 36 | GILD | Gilead Sciences Inc | — | EXIT | Sold out |
| 37 | PEP | Pepsico Inc | — | NEW | New buy |
| 38 | OLLI | Ollie's Bargain Outlet Holdi | — | EXIT | Sold out |
| 39 | RGLD | Royal Gold Inc | — | EXIT | Sold out |
| 40 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 41 | MTCH | Match Group Inc | — | EXIT | Sold out |
| 42 | SOXL | Direx Dail Semi Bu 3x Et-usd | — | NEW | New buy |
| 43 | BLV | Vanguard Long-term Bond ETF | — | EXIT | Sold out |
| 44 | ROAD | Construction Partners Inc-a | — | EXIT | Sold out |
| 45 | PSIX | Power Solutions Internationa | — | EXIT | Sold out |
| 46 | FOX | Fox CORP - Class B | — | EXIT | Sold out |
| 47 | SNDK | Sandisk CORP | — | EXIT | Sold out |
| 48 | SYU1 | Synovus Financial CORP | — | NEW | New buy |
| 49 | STNE | StoneCo Ltd. | — | EXIT | Sold out |
| 50 | AMD | Advanced Micro Devices | — | 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 87 disclosed positions in Q4 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 QQQ, PNW, NXPI) accounted for 37.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
QQQ
市值: $30.7M
Top Position Liquidated / Trimmed
RSP
前期市值: $1.8M
During Q4 2025, Ground Swell Capital, LLC's top holdings by market value included QQQ (63.2%)、PNW (2.8%)、NXPI (2.2%). The largest single position, QQQ, represented 63.2% of total portfolio value.
In Q4 2025, Ground Swell Capital, LLC made 50 total portfolio adjustments, initiating 12 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 38 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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