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Latest Ground Swell Capital, LLC Stock Portfolio

Ground Swell Capital, LLC Performance:
2026 Q1: -1.48%YTD: -1.48%2025: -0.28%
Performance for 2026 Q1 is -1.48%, and YTD is -1.48%, and 2025 is -0.28%.

About Ground Swell Capital, LLC and 13F Hedge Fund Stock Holdings

On 2026-04-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, Ground Swell Capital, LLC reported an equity portfolio of $50.7 Millions as of 31 Mar, 2026.

The top stock holdings of Ground Swell Capital, LLC are VB, QQQ, AFK. The fund has invested 35.1% of it's portfolio in VANGUARD INDEX FDS and 3.5% of portfolio in INVESCO QQQ TR.

The fund managers got completely rid off PINNACLE FINL PARTNERS INC (PNFP), NXP SEMICONDUCTORS N V (NXPI) and ROKU INC (ROKU) stocks. They significantly reduced their stock positions in INVESCO QQQ TR (QQQ), ONDAS INC (ONDS) and ISHARES TR (IJR). Ground Swell Capital, LLC opened new stock positions in VANGUARD INDEX FDS (VB), VANECK ETF TRUST (AFK) and NVIDIA CORPORATION (NVDA). The fund showed a lot of confidence in some stocks as they added substantially to APPLE INC (AAPL), INTUITIVE SURGICAL INC (ISRG) and ADVANCED MICRO DEVICES INC (AMD).

Ground Swell Capital, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Ground Swell Capital, LLC made a return of -1.48% in the last quarter. In trailing 12 months, it's portfolio return was -0.94%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard index fds17,814,800
vaneck etf trust1,604,430
nvidia corporation1,556,000
ishares tr1,071,760
duolingo inc985,700
state str spdr dow jones ind949,076
evergy inc797,983
charter communications inc787,098
New stocks bought by Ground Swell Capital, LLC

Additions

Ticker% Inc.
apple inc442
intuitive surgical inc131
advanced micro devices inc48.57
tesla inc2.9
Additions to existing portfolio by Ground Swell Capital, LLC

Reductions

Ticker% Reduced
invesco qqq tr-93.89
ondas inc-50.26
ishares tr-17.33
talon cap corp-9.92
teradyne inc-2.02
Ground Swell Capital, LLC reduced stake in above stock

Sold off

Ticker$ Sold
uni-fuels hldgs ltd-61,075
lisata therapeutics inc-72,516
oncolytics biotech inc-30,064
basel med group ltd-16,515
lm fdg amer inc-13,133
rail vision ltd-7,961
iterum therapeutics plc-6,860
hcm iii acquisition corp-8,651
Ground Swell Capital, LLC got rid off the above stocks

Sector Distribution

Ground Swell Capital, LLC has about 63.5% of it's holdings in Others sector.

Sector%
Others63.5
Technology15.7
Healthcare7.1
Communication Services4
Industrials2.6
Consumer Cyclical2.5
Utilities2.4
Financial Services1.4

Market Cap. Distribution

Ground Swell Capital, LLC has about 27.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED63.5
LARGE-CAP16.2
MEGA-CAP11.1
MID-CAP6.7
SMALL-CAP2.3

Stocks belong to which Index?

About 29.6% of the stocks held by Ground Swell Capital, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others70.3
S&P 50021.6
RUSSELL 20008
Top 5 Winners (%)%
TER
teradyne inc
52.6 %
talon cap corp
1.3 %
Top 5 Winners ($)$
TER
teradyne inc
0.2 M
talon cap corp
0.0 M
Top 5 Losers (%)%
TSLA
tesla inc
-17.1 %
ISRG
intuitive surgical inc
-14.1 %
ONDS
ondas inc
-5.5 %
AMD
advanced micro devices inc
-4.2 %
AAPL
apple inc
-4.0 %
Top 5 Losers ($)$
QQQ
invesco qqq tr
-1.0 M
ISRG
intuitive surgical inc
-0.1 M
TSLA
tesla inc
-0.1 M
AAPL
apple inc
-0.1 M
AMD
advanced micro devices inc
0.0 M

Ground Swell Capital, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Ground Swell Capital, LLC

Ground Swell Capital, LLC has 118 stocks in it's portfolio. About 57.1% of the portfolio is in top 10 stocks. QQQ proved to be the most loss making stock for the portfolio. TER was the most profitable stock for Ground Swell Capital, LLC last quarter.

Last Reported on: 21 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions