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Ground Swell Capital, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1534450
Institutional-grade research for retail investors

Sector Allocation

  • Other58.5%$54.1M
  • Technology28.5%$26.4M
  • Consumer Discretionary3.1%$2.9M
  • Financials2.6%$2.4M
  • Healthcare1.7%$1.6M
  • Materials1.5%$1.4M
  • Industrials1.1%$1.1M
  • Utilities0.9%$838,066
  • Consumer Staples0.8%$739,706
  • Real Estate0.7%$623,248

AUM History

13fpro.ai/research/fund/ground-swell-capital-llc-1534450

Conviction and streaks

Concentrating · top 10 = 76.6%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

TLNC$TLNCConviction hold0.2% weight · held 4 quarters$Accumulating+644% shares · 2 quarters runningENTG$ENTGAccumulating+86% shares · 2 quarters runningTSLA$TSLAAccumulating+8% shares · 2 quarters running$Trimming-69% shares · 2 quarters running

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/ground-swell-capital-llc-1534450

Ground Swell Capital, LLC 13F holdings — Q2 2026

$92.6M portfolio (+82.7% QoQ) · 145 holdings · Q2 2026 13F · top 10 are 77% of the stock portfolio

All holdings — Ground Swell Capital, LLC (Q2 2026)

145 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
TSLA$TSLATesla, Inc.$674K+5%
MKSI$MKSIMKS INC$619KNew
ENPH$ENPHEnphase Energy, Inc.$592KNew
— AXIA ENERGIA SA - SPON ADS PF CL Cadr$578K+119%
LRCX$LRCXLAM RESEARCH CORP$569KNew
— VANGUARD INDEX FDS - VALUE ETFetf/fund$544KNew
NEE$NEENEXTERA ENERGY INClp unit$490KNew
— VANGUARD CHARLOTTE FDS - TOTAL INT BD ETFetf/fund$481KNew
— ISHARES TR - MSCI EAFE ETFetf/fund$480KNew
— SCHWAB STRATEGIC TR - US BRD MKT ETFetf/fund$445KNew
IBKR$IBKRInteractive Brokers Group, Inc.$437KNew
— ISHARES TR - PFD AND INCM SECpreferred$433K+89%
— PROSHARES TR - ULTRAPRO QQQetf/fund$420KNew
ORKA$ORKAOruka Therapeutics, Inc.$411KNew
— HEWLETT PACKARD ENTERPRISE C - 7.625 MAND CONVnote$397KNew

What changed in Q2 2026

Against the previous quarter's 13F: 134 new, 8 added to, 3 trimmed, 111 sold out. Share-count changes; largest moves by dollar size first.

New positions (134)

  • ISHARES TR - CORE S&P500 ETF$34.1M

    first bought this quarter

  • SPCX$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$14.5M

    first bought this quarter

  • ISHARES TR - RUSSELL 2000 ETF$12.0M

    first bought this quarter

  • ASML$ASMLASML HOLDING NV$3.3M

    first bought this quarter

  • CBRS$CBRSCerebras Systems Inc.$2.0M

    first bought this quarter

  • MRVL$MRVLMarvell Technology, Inc.$1.1M

    first bought this quarter

+128 more in the Excel export

Added to (8)

  • ENTG$ENTGENTEGRIS INC+72%

    now $1.3M · held 2 qtrs, 2 adds in a row

  • AXIA ENERGIA SA - SPON ADS PF CL C+119%

    now $578K

  • ISHARES TR - PFD AND INCM SEC+89%

    now $433K

  • TSLA$TSLATesla, Inc.+5%

    now $674K · held 3 qtrs, 3 adds in a row

  • PMI$PMIPicard Medical, Inc.+348%

    now $11K · held 2 qtrs, 2 adds in a row

  • TLNC$TLNCTalon Capital Corp.+6%

    now $145K · held 4 qtrs

+2 more in the Excel export

Trimmed (3)

  • LSCC$LSCCLATTICE SEMICONDUCTOR CORP-23%

    now $372K · held 2 qtrs

  • NFE$NFENew Fortress Energy Inc.-34%

    now $4K · held 2 qtrs

  • GOSS$GOSSGossamer Bio, Inc.-35%

    now $2K · held 2 qtrs

Sold out (111)

  • VANGUARD INDEX FDSwas $17.8M
  • QQQ$QQQINVESCO QQQ TRUST, SERIES 1was $1.8M

    held 2 qtrs

  • VANECK ETF TRUSTwas $1.6M
  • NVDA$NVDANVIDIA CORPwas $1.6M

    held 1 qtr

  • AAPL$AAPLApple Inc.was $1.5M

    held 2 qtrs

  • ISHARES TRwas $1.1M

+105 more in the Excel export

Firm AUM (Form ADV): $949.2M as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F Ground Swell Capital, LLC has filed, 24 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Ground Swell Capital?

Q2 2026 13F filed with the SEC on Aug 5, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Ground Swell Capital's top 20 holdings: 60/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

+15.0%

Value-weighted move of the 10 largest stock positions

Turnover

68%

Last quarter; 327% over the last 4

Top 10 weight

77%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

0%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Ground Swell Capital, LLC disclosed 145 positions worth $92.6M in its Form 13F-HR for Q2 2026, followed by $SPCX. During the quarter the fund opened 134 new positions and exited 111. The portfolio is most concentrated in Other (58.5% of disclosed assets). All figures are sourced directly from Ground Swell Capital, LLC’s Form 13F-HR filing with the SEC under CIK 1534450.

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AI-Powered Hedge Fund Analysis: Ground Swell Capital, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Ground Swell Capital, LLC (SEC CIK: 1534450), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Ground Swell Capital, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.