Ground Swell Capital, LLC Top Holdings and 13F Report (2025) About Ground Swell Capital, LLCInvestment ActivityGround Swell Capital, LLC has $46.48 million in total holdings as of March 31, 2025.Ground Swell Capital, LLC owns shares of 155 different stocks, but just 75 companies or ETFs make up 80% of its holdings.Approximately 82.22% of the portfolio was purchased this quarter.About 119.19% of the portfolio was sold this quarter.This quarter, Ground Swell Capital, LLC has purchased 145 new stocks and bought additional shares in 6 stocks.Ground Swell Capital, LLC sold shares of 10 stocks and completely divested from 129 stocks this quarter.Largest Holdings Tesla $2,591,600iShares 20+ Year Treasury Bond ETF $1,650,920Microchip Technology $1,598,982Coinbase Global $1,393,168NXP Semiconductors $1,330,610 Largest New Holdings this Quarter 595017104 - Microchip Technology $1,598,982 HoldingN6596X109 - NXP Semiconductors $1,330,610 Holding882508104 - Texas Instruments $1,007,219 Holding038222105 - Applied Materials $842,712 Holding03769M106 - Apollo Global Management $806,440 Holding Largest Purchases this Quarter Microchip Technology 33,030 shares (about $1.60M)NXP Semiconductors 7,001 shares (about $1.33M)Coinbase Global 6,856 shares (about $1.18M)Texas Instruments 5,605 shares (about $1.01M)Applied Materials 5,807 shares (about $842.71K) Largest Sales this Quarter iShares 20+ Year Treasury Bond ETF 135,123 shares (about $12.30M)Strategy 23,909 shares (about $6.89M)Tesla 10,000 shares (about $2.59M)iShares Russell 2000 Value ETF 7,281 shares (about $1.10M)ProShares Ultra QQQ 4,253 shares (about $378.01K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGround Swell Capital, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTSLATesla$2,591,600$2,591,600 ▼-50.0%10,0005.6%Auto/Tires/TrucksTLTiShares 20+ Year Treasury Bond ETF$1,650,920$12,300,246 ▼-88.2%18,1363.6%ETFMCHPMicrochip Technology$1,598,982$1,598,982 ▲New Holding33,0303.4%Computer and TechnologyCOINCoinbase Global$1,393,168$1,180,808 ▲556.0%8,0893.0%FinanceNXPINXP Semiconductors$1,330,610$1,330,610 ▲New Holding7,0012.9%Computer and TechnologyKOKUXtrackers MSCI Kokusai Equity ETF$1,132,105$215,714 ▲23.5%11,4622.4%ETFTXNTexas Instruments$1,007,219$1,007,219 ▲New Holding5,6052.2%Computer and TechnologyAMATApplied Materials$842,712$842,712 ▲New Holding5,8071.8%Computer and TechnologyAPOApollo Global Management$806,440$806,440 ▲New Holding5,8891.7%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$710,230$710,230 ▲New Holding13,9071.5%ETFIWNiShares Russell 2000 Value ETF$688,469$1,099,286 ▼-61.5%4,5601.5%ETFTCOMTrip.com Group$686,791$686,791 ▲New Holding10,8021.5%Consumer DiscretionaryNVDANVIDIA$621,668$14,956 ▲2.5%5,7361.3%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$597,450$597,450 ▲New Holding2,3731.3%ETFISHARES BITCOIN TRUST ETF$596,406$596,406 ▲New Holding12,7411.3%SHS BEN INTINTCIntel$590,574$590,574 ▲New Holding26,0051.3%Computer and TechnologyIJSiShares S&P Small-Cap 600 Value ETF$512,452$512,452 ▲New Holding5,2571.1%ETFONOnsemi$500,935$500,935 ▲New Holding12,3111.1%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$487,714$487,714 ▲New Holding9,5951.0%ETFPWRQuanta Services$484,467$484,467 ▲New Holding1,9061.0%ConstructionIOOiShares Global 100 ETF$484,339$484,339 ▲New Holding5,0301.0%ETFAMDAdvanced Micro Devices$468,186$468,186 ▲New Holding4,5571.0%Computer and TechnologyNEXTERA ENERGY INC$462,705$462,705 ▲New Holding9,6781.0%UNIT 06/01/2027KKRKKR & Co. Inc.$462,556$462,556 ▲New Holding4,0011.0%FinanceCOOPER COS INC$450,345$450,345 ▲New Holding5,3391.0%COMENPHEnphase Energy$441,672$441,672 ▲New Holding7,1181.0%EnergyMELIMercadoLibre$438,946$438,946 ▲New Holding2250.9%Retail/WholesaleCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$431,401$431,401 ▲New Holding4,4580.9%ETFMAMastercard$421,504$421,504 ▲New Holding7690.9%Business ServicesPCARPACCAR$406,033$406,033 ▲New Holding4,1700.9%Auto/Tires/TrucksBLOCK INC$398,945$398,945 ▲New Holding7,3430.9%CL APHMPulteGroup$393,621$393,621 ▲New Holding3,8290.8%ConstructionMDLZMondelez International$392,105$392,105 ▲New Holding5,7790.8%Consumer StaplesFANGDiamondback Energy$384,192$384,192 ▲New Holding2,4030.8%EnergyGHCGraham$374,735$374,735 ▲New Holding3900.8%Consumer DiscretionaryMKTXMarketAxess$361,954$361,954 ▲New Holding1,6730.8%FinanceFIXComfort Systems USA$361,654$361,654 ▲New Holding1,1220.8%ConstructionKEYSKeysight Technologies$360,946$360,946 ▲New Holding2,4100.8%Computer and TechnologyASMLASML$360,471$360,471 ▲New Holding5440.8%Computer and TechnologyALBEMARLE CORP$348,586$348,586 ▲New Holding9,7780.7%7.25% DEP SHS AAZOAutoZone$346,963$346,963 ▲New Holding910.7%Retail/WholesaleSMLFiShares U.S. Small Cap Equity Factor ETF$342,253$342,253 ▲New Holding5,5060.7%ETFDGXQuest Diagnostics$340,092$340,092 ▲New Holding2,0100.7%MedicalXSWSPDR S&P Software & Services ETF$338,104$338,104 ▲New Holding2,1150.7%ETFCASYCasey's General Stores$337,683$337,683 ▲New Holding7780.7%Retail/WholesaleNEXTERA ENERGY INC$330,403$330,403 ▲New Holding8,1320.7%UNIT 09/01/2025ENTGEntegris$330,062$330,062 ▲New Holding3,7730.7%Computer and TechnologyDOCUDocuSign$323,321$323,321 ▲New Holding3,9720.7%Computer and TechnologyBRK.BBerkshire Hathaway$321,146$321,146 ▲New Holding6030.7%FinanceMSTRStrategy$314,503$6,892,257 ▼-95.6%1,0910.7%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$312,391$312,391 ▲New Holding7440.7%FinanceZIONZions Bancorporation, National Association$311,725$311,725 ▲New Holding6,2520.7%FinanceHESHess$302,049$302,049 ▲New Holding1,8910.6%EnergyAWKAmerican Water Works$300,941$300,941 ▲New Holding2,0400.6%UtilitiesFERGUSON ENTERPRISES INC$298,829$298,829 ▲New Holding1,8650.6%COMMON STOCK NEWQFINQifu Technology$292,319$292,319 ▲New Holding6,5090.6%Business ServicesDOWDOW$292,245$292,245 ▲New Holding8,3690.6%Basic MaterialsRDNRadian Group$289,825$289,825 ▲New Holding8,7640.6%FinanceIJRiShares Core S&P Small-Cap ETF$289,031$289,031 ▲New Holding2,7640.6%ETFVAWVanguard Materials ETF$288,502$288,502 ▲New Holding1,5280.6%ETFUNHUnitedHealth Group$285,444$36,139 ▼-11.2%5450.6%MedicalSPLVInvesco S&P 500 Low Volatility ETF$279,901$279,901 ▲New Holding3,7460.6%ETFVBVanguard Small-Cap ETF$277,409$277,409 ▲New Holding1,2510.6%ETFMRVLMarvell Technology$273,186$273,186 ▲New Holding4,4370.6%Computer and TechnologyJPIEJPMorgan Income ETF$273,149$273,149 ▲New Holding5,9290.6%ETFZBHZimmer Biomet$270,840$270,840 ▲New Holding2,3930.6%MedicalGSKGSK$270,328$270,328 ▲New Holding6,9780.6%MedicalWWDWoodward$262,603$262,603 ▲New Holding1,4390.6%AerospacePDDPDD$259,305$67,815 ▼-20.7%2,1910.6%Retail/WholesaleLTHLife Time Group$257,878$257,878 ▲New Holding8,5390.6%Consumer DiscretionaryBUNGE GLOBAL SA$257,765$257,765 ▲New Holding3,3730.6%COM SHSBWXTBWX Technologies$257,674$257,674 ▲New Holding2,6120.6%Computer and TechnologyKDPKeurig Dr Pepper$257,095$257,095 ▲New Holding7,5130.6%Consumer StaplesMCOMoody's$251,007$251,007 ▲New Holding5390.5%FinanceFCXFreeport-McMoRan$249,611$249,611 ▲New Holding6,5930.5%Basic MaterialsQLDProShares Ultra QQQ$248,686$378,006 ▼-60.3%2,7980.5%ETFDECKDeckers Outdoor$248,554$248,554 ▲New Holding2,2230.5%Retail/WholesaleSHAKShake Shack$248,551$248,551 ▲New Holding2,8190.5%Retail/WholesaleMGMMGM Resorts International$248,205$248,205 ▲New Holding8,3740.5%Consumer DiscretionaryNWENorthWestern Energy Group$247,626$247,626 ▲New Holding4,2790.5%UtilitiesEAElectronic Arts$246,696$25,291 ▲11.4%1,7070.5%Consumer DiscretionaryRSGRepublic Services$244,582$244,582 ▲New Holding1,0100.5%Business ServicesKDKyndryl$244,166$244,166 ▲New Holding7,7760.5%Business ServicesPSTGPure Storage$242,157$242,157 ▲New Holding5,4700.5%Computer and TechnologyJPMJPMorgan Chase & Co.$236,715$236,715 ▲New Holding9650.5%FinanceLABCORP HOLDINGS INC$233,904$233,904 ▲New Holding1,0050.5%COM SHSEWJiShares MSCI Japan ETF$227,414$227,414 ▲New Holding3,3170.5%ETFAMTAmerican Tower$227,392$227,392 ▲New Holding1,0450.5%FinanceSPOTSpotify Technology$226,062$226,062 ▲New Holding4110.5%Business ServicesNKENIKE$225,100$225,100 ▲New Holding3,5460.5%Consumer DiscretionaryLVSLas Vegas Sands$225,020$225,020 ▲New Holding5,8250.5%Consumer DiscretionaryCHDChurch & Dwight$220,400$44,036 ▼-16.7%2,0020.5%Consumer StaplesQRVOQorvo$219,547$219,547 ▲New Holding3,0320.5%Computer and TechnologyYNDXYandex$218,868$218,868 ▲New Holding10,3680.5%Computer and TechnologyTECKTeck Resources$218,034$218,034 ▲New Holding5,9850.5%Basic MaterialsZBRAZebra Technologies$215,028$215,028 ▲New Holding7610.5%IndustrialsAPOLLO GLOBAL MGMT INC$214,227$214,227 ▲New Holding2,9310.5%SER A MAND CNVUDRUDR$213,880$213,880 ▲New Holding4,7350.5%FinanceCUBICustomers Bancorp$208,380$208,380 ▲New Holding4,1510.4%FinanceFNDFloor & Decor$207,613$207,613 ▲New Holding2,5800.4%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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