Ground Swell Capital, LLC Portfolio Holdings

Ground Swell Capital, LLC

  • $59 Million
  • Q2 2025

Ground Swell Capital, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $59 Million distributed in 141 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $32.2M, Ishares Russell 2000 ETF with a value of $6.65M, Ishares Tr Russell 1000 ETF with a value of $965K, Spdr S&P Regional Banking ETF with a value of $905K, and Ishares Global Healthcare ETF with a value of $677K.

Examining the 13F form we can see an increase of $16.6M in the current position value, from $42.4M to 59M.

Ground Swell Capital, LLC is based out at Folly Beach, SC

Below you can find more details about Ground Swell Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $59 Million
ETFs: $46.2 Million
Consumer Cyclical: $2.52 Million
Technology: $2.5 Million
Financial Services: $2.03 Million
Industrials: $1.95 Million
Healthcare: $1.6 Million
Communication Services: $712,000
Utilities: $644,000
Other: $795,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.2 Million 54.64% of portfolio
52,166
Q2 2025 New
$0
$6.65 Million 11.27% of portfolio
30,823
Q2 2025 New
$0
$965,000 1.64% of portfolio
2,842
Q2 2025 New
$0
$905,000 1.53% of portfolio
15,239
Q2 2025 New
$0
$677,000 1.15% of portfolio
7,867
Q2 2025 New
$36.2B
$674,000 1.14% of portfolio
2,201
Q2 2025 New
$0
$652,000 1.11% of portfolio
5,956
Q2 2025 Reduced 48.04%
$314B
$635,000 1.08% of portfolio
2,669
Q2 2025 New
$0
$631,000 1.07% of portfolio
23,665
Q2 2025 New
$0
$594,000 1.01% of portfolio
26,425
Q2 2025 New
$0
$592,000 1.0% of portfolio
5,496
Q2 2025 Added 9.26%
$53.5B
$575,000 0.97% of portfolio
9,227
Q2 2025 New
$17B
$535,000 0.91% of portfolio
1,737
Q2 2025 Added 128.25%
$0
$514,000 0.87% of portfolio
12,074
Q2 2025 New
$169B
$453,000 0.77% of portfolio
834
Q2 2025 New
$0
$396,000 0.67% of portfolio
3,605
Q2 2025 New
$8.42B
$382,000 0.65% of portfolio
7,632
Q2 2025 New
$146B
$364,000 0.62% of portfolio
1,567
Q2 2025 New
$39.4B
$350,000 0.59% of portfolio
1,117
Q2 2025 New
$56B
$324,000 0.55% of portfolio
858
Q2 2025 Reduced 54.98%
$41B
$323,000 0.55% of portfolio
2,552
Q2 2025 New
$0
$323,000 0.55% of portfolio
3,395
Q2 2025 New
$25.9B
$307,000 0.52% of portfolio
1,854
Q2 2025 New
$25.6B
$295,000 0.5% of portfolio
40
Q2 2025 New
$0
$296,000 0.5% of portfolio
6,855
Q2 2025 New
$805M
$289,000 0.49% of portfolio
6,486
Q2 2025 New
$14.5B
$274,000 0.46% of portfolio
2,401
Q2 2025 New
$97.8B
$268,000 0.45% of portfolio
1,679
Q2 2025 New
$5.59B
$260,000 0.44% of portfolio
3,594
Q2 2025 New
$23.2B
$262,000 0.44% of portfolio
1,704
Q2 2025 New
$86B
$257,000 0.44% of portfolio
941
Q2 2025 New
$282B
$259,000 0.44% of portfolio
1,829
Q2 2025 Reduced 59.86%
$40.8B
$256,000 0.43% of portfolio
825
Q2 2025 New
$42.5B
$251,000 0.43% of portfolio
1,391
Q2 2025 New
$14B
$249,000 0.42% of portfolio
1,588
Q2 2025 New
$3.25B
$238,000 0.4% of portfolio
2,993
Q2 2025 New
$1.69B
$236,000 0.4% of portfolio
1,712
Q2 2025 New
$22B
$232,000 0.39% of portfolio
2,804
Q2 2025 New
$4.19B
$230,000 0.39% of portfolio
4,263
Q2 2025 New
$74B
$224,000 0.38% of portfolio
7,677
Q2 2025 New
$7.92B
$223,000 0.38% of portfolio
1,752
Q2 2025 New
$10.2B
$218,000 0.37% of portfolio
1,099
Q2 2025 New
$1.17B
$219,000 0.37% of portfolio
10,889
Q2 2025 New
$14.4B
$219,000 0.37% of portfolio
2,172
Q2 2025 New
$6.6B
$211,000 0.36% of portfolio
435
Q2 2025 New
$113B
$215,000 0.36% of portfolio
466
Q2 2025 New
$324B
$207,000 0.35% of portfolio
1,832
Q2 2025 New
$14.6B
$205,000 0.35% of portfolio
1,404
Q2 2025 New
$13B
$206,000 0.35% of portfolio
5,184
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 141
  • Current Value $59 Million
  • Prior Value $42.4 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 130 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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