Ground Swell Capital, LLC Top Holdings and 13F Report (2026) About Ground Swell Capital, LLCInvestment ActivityGround Swell Capital, LLC has $50.68 million in total holdings as of March 31, 2026.Ground Swell Capital, LLC owns shares of 122 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 90.16% of the portfolio was purchased this quarter.About 82.19% of the portfolio was sold this quarter.This quarter, Ground Swell Capital, LLC has purchased 87 new stocks and bought additional shares in 4 stocks.Ground Swell Capital, LLC sold shares of 5 stocks and completely divested from 78 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $17,814,758Invesco QQQ $1,764,439VanEck Pharmaceutical ETF $1,604,427NVIDIA $1,555,997Apple $1,525,278 Largest New Holdings this Quarter 922908363 - Vanguard S&P 500 ETF $17,814,758 Holding92189F692 - VanEck Pharmaceutical ETF $1,604,427 Holding67066G104 - NVIDIA $1,555,997 Holding464287523 - iShares Semiconductor ETF $1,071,760 Holding26603R106 - DUOLINGO INC $985,700 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 29,813 shares (about $17.81M)VanEck Pharmaceutical ETF 15,445 shares (about $1.60M)NVIDIA 8,922 shares (about $1.56M)Apple 4,903 shares (about $1.24M)iShares Semiconductor ETF 3,261 shares (about $1.07M) Largest Sales this Quarter Invesco QQQ 46,943 shares (about $27.09M)Ondas 20,416 shares (about $184.56K)iShares 20+ Year Treasury Bond ETF 2,110 shares (about $182.92K)TALON CAP CORP 1,436 shares (about $14.93K)Teradyne 33 shares (about $9.78K) 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 PortfolioSectorVOOVanguard S&P 500 ETF$17,814,758$17,814,758 â–²New Holding29,81335.1%ETFQQQInvesco QQQ$1,764,439$27,094,557 â–¼-93.9%3,0573.5%FinancePPHVanEck Pharmaceutical ETF$1,604,427$1,604,427 â–²New Holding15,4453.2%ManufacturingNVDANVIDIA$1,555,997$1,555,997 â–²New Holding8,9223.1%Computer and TechnologyAAPLApple$1,525,278$1,244,332 â–²442.9%6,0103.0%Computer and TechnologySOXXiShares Semiconductor ETF$1,071,760$1,071,760 â–²New Holding3,2612.1%ETFDUOLINGO INC$985,700$985,700 â–²New Holding10,0001.9%CL A COMDIASPDR Dow Jones Industrial Average ETF Trust$949,076$949,076 â–²New Holding2,0491.9%FinanceTLTiShares 20+ Year Treasury Bond ETF$872,535$182,916 â–¼-17.3%10,0651.7%ETFEVERGY INC$797,983$797,983 â–²New Holding9,7411.6%COMCHTRCharter Communications$787,098$787,098 â–²New Holding3,6461.6%Consumer DiscretionaryMDYSPDR S&P MidCap 400 ETF Trust$765,399$765,399 â–²New Holding1,2411.5%ETFMETAMeta Platforms$734,043$734,043 â–²New Holding1,2831.4%Computer and TechnologyISRGIntuitive Surgical$732,052$415,813 â–²131.5%1,5881.4%MedicalSANDISK CORP$717,299$717,299 â–²New Holding1,1291.4%COMAMDAdvanced Micro Devices$604,187$197,530 â–²48.6%2,9701.2%Computer and TechnologyRYAAYRyanair$588,288$588,288 â–²New Holding10,1781.2%TransportationTSLATesla$567,662$15,985 â–²2.9%1,5271.1%Auto/Tires/TrucksIONSIonis Pharmaceuticals$547,031$547,031 â–²New Holding7,2851.1%MedicalNVMINova$532,427$532,427 â–²New Holding1,2261.1%Computer and TechnologyORACLE CORP$529,858$529,858 â–²New Holding11,7721.0%6.5 DEP CUM SR DNBIXNeurocrine Biosciences$496,265$496,265 â–²New Holding3,7671.0%MedicalENTGEntegris$478,574$478,574 â–²New Holding4,0820.9%Computer and TechnologyTERTeradyne$474,040$9,783 â–¼-2.0%1,5990.9%Computer and TechnologyWHIRLPOOL CORP$454,381$454,381 â–²New Holding11,0960.9%8.5 DEP SR A CNVTIPiShares TIPS Bond ETF$453,359$453,359 â–²New Holding4,1080.9%ETFASTERA LABS INC$440,921$440,921 â–²New Holding4,0230.9%COMAPOLLO GLOBAL MGMT INC$424,712$424,712 â–²New Holding7,2650.8%SER A MAND CNVANABAnaptysBio$422,051$422,051 â–²New Holding7,6100.8%MedicalMAZE THERAPEUTICS INC$406,229$406,229 â–²New Holding13,6090.8%COMRSPInvesco S&P 500 Equal Weight ETF$340,850$340,850 â–²New Holding1,7760.7%ETFCMECME Group$326,066$326,066 â–²New Holding1,1040.6%FinanceZBRAZebra Technologies$316,756$316,756 â–²New Holding1,5150.6%IndustrialsRMBSRambus$310,826$310,826 â–²New Holding3,6130.6%Computer and TechnologyCOPXGlobal X Copper Miners ETF$306,087$306,087 â–²New Holding4,0090.6%ETFLSCCLattice Semiconductor$295,070$295,070 â–²New Holding3,1810.6%Computer and TechnologyOIHVanEck Oil Services ETF$286,181$286,181 â–²New Holding7080.6%ETFAGIOAgios Pharmaceuticals$282,379$282,379 â–²New Holding8,3470.6%MedicalCENTRAIS ELET BRAS SA$273,240$273,240 â–²New Holding25,0220.5%SPON ADS PF CL CSPYGSPDR Portfolio S&P 500 Growth ETF$269,840$269,840 â–²New Holding2,7560.5%ETFEXPDExpeditors International of Washington$263,686$263,686 â–²New Holding1,8410.5%TransportationRDNTRadNet$262,907$262,907 â–²New Holding4,7040.5%MedicalMOG.AMoog$259,572$259,572 â–²New Holding8870.5%AerospaceBNTXBioNTech$258,108$258,108 â–²New Holding2,9040.5%MedicalXOPSPDR S&P Oil & Gas Exploration & Production ETF$246,561$246,561 â–²New Holding1,3560.5%ETFPG&E CORP$246,333$246,333 â–²New Holding5,7300.5%PFD CONV SER ASTRATEGY INC$245,117$245,117 â–²New Holding3,4670.5%SERIES A PERP PFGDGeneral Dynamics$241,284$241,284 â–²New Holding7030.5%AerospaceMASIMasimo$234,611$234,611 â–²New Holding1,3190.5%MedicalNWSNews$233,525$233,525 â–²New Holding8,1910.5%Consumer DiscretionaryGLOBALSTAR INC$231,739$231,739 â–²New Holding3,4890.5%COM NEWBWXTBWX Technologies$228,824$228,824 â–²New Holding1,1190.5%AerospaceVSTVistra$228,802$228,802 â–²New Holding1,5220.5%UtilitiesPFFiShares Preferred and Income Securities ETF$227,673$227,673 â–²New Holding7,5090.4%ETFTWTradeweb Markets$224,495$224,495 â–²New Holding1,9080.4%FinanceTMOThermo Fisher Scientific$224,138$224,138 â–²New Holding4560.4%MedicalWFC.PLWells Fargo & Co. Pfd. Series L$222,915$222,915 â–²New Holding1930.4%FinanceAROCArchrock$217,778$217,778 â–²New Holding6,2580.4%EnergyICLRIcon$208,594$208,594 â–²New Holding1,8850.4%MedicalYUMCYum China$205,852$205,852 â–²New Holding4,2200.4%Retail/WholesaleMTDMettler-Toledo International$204,314$204,314 â–²New Holding1620.4%MedicalBNDVanguard Total Bond Market ETF$202,215$202,215 â–²New Holding2,7460.4%ETFMICROCHIP TECHNOLOGY INC.$200,648$200,648 â–²New Holding3,5220.4%DEP SHS REPSTGCENTRAIS ELET BRAS SA$196,057$196,057 â–²New Holding15,6470.4%SPON ADS PFD B1ONDSOndas$182,671$184,560 â–¼-50.3%20,2070.4%Computer and TechnologyFLNCFluence Energy$173,527$173,527 â–²New Holding12,6110.3%EnergyCIFRCipher Mining$147,645$147,645 â–²New Holding11,4720.3%Business ServicesJOBYJoby Aviation$139,297$139,297 â–²New Holding16,8640.3%TransportationTALON CAP CORP$135,658$14,934 â–¼-9.9%13,0440.3%UNIT 08/27/2030UPWKUpwork$116,373$116,373 â–²New Holding10,6180.2%Computer and TechnologyPLUGPlug Power$95,451$95,451 â–²New Holding42,2350.2%IndustrialsRIGTransocean$79,938$79,938 â–²New Holding12,0570.2%EnergyACHRArcher Aviation$72,964$72,964 â–²New Holding14,1130.1%AerospaceICLICL Group$69,283$69,283 â–²New Holding13,3750.1%Basic MaterialsDHCDiversified Healthcare Trust$68,286$68,286 â–²New Holding10,2840.1%FinanceYEXTYext$63,759$63,759 â–²New Holding16,6040.1%Business ServicesMSOSAdvisorShares Pure US Cannabis ETF$61,436$61,436 â–²New Holding17,3060.1%ETFJBLUJetBlue Airways$55,250$55,250 â–²New Holding12,5000.1%TransportationABCLAbCellera Biologics$55,212$55,212 â–²New Holding15,8200.1%MedicalSLDPSolid Power$50,781$50,781 â–²New Holding16,9270.1%Auto/Tires/TrucksRCKTRocket Pharmaceuticals$50,124$50,124 â–²New Holding14,0010.1%MedicalPINNACLE FOOD GROUP LTD$34,952$34,952 â–²New Holding12,2640.1%SHS CL ADECENT HLDG INC$30,948$30,948 â–²New Holding10,0480.1%ORD SHS CL AELECTRA BATTERY MATERIALS CO$26,978$26,978 â–²New Holding48,1750.1%COMCOTYCoty$26,749$26,749 â–²New Holding13,3080.1%Consumer StaplesBLDPBallard Power Systems$25,543$25,543 â–²New Holding10,5550.1%UtilitiesELONG POWER HOLDING LTD.$25,052$25,052 â–²New Holding12,4020.0%SHS CL A 2026T3 DEFENSE INC$19,860$19,860 â–²New Holding27,6870.0%COM NEWMVSTMicrovast$16,971$16,971 â–²New Holding11,3140.0%Business ServicesOLB GROUP INC$15,955$15,955 â–²New Holding32,1670.0%COMPICARD MEDICAL INC$15,414$15,414 â–²New Holding14,8210.0%COM SHSRXTRackspace Technology$14,464$14,464 â–²New Holding14,7620.0%Business ServicesSPRING VY ACQUISITION CORP I$14,393$14,393 â–²New Holding13,8390.0%*W EXP 09/04/203CTMCastellum$12,433$12,433 â–²New Holding21,0900.0%Business ServicesNFENew Fortress Energy$11,113$11,113 â–²New Holding18,8350.0%EnergyARMADA ACQUISITION CORP II$9,856$9,856 â–²New Holding16,4270.0%*W EXP 05/21/203PTPintec Technology$9,607$9,607 â–²New Holding10,4420.0%Business ServicesRYDE GROUP LTD$9,302$9,302 â–²New Holding17,0370.0%CL A SHSTOURTuniu$8,776$8,776 â–²New Holding11,3970.0%Computer and TechnologyFBS GLOBAL LTD$8,663$8,663 â–²New Holding14,5530.0%ORD SHSShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
