Ground Swell Capital, LLC Q3 2025 Filing

Filed November 6, 2025

Portfolio Value

$45.7B

Holdings

131

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (131 positions)

#StockSharesValue% PortfolioType
1
RSPINVESCO EXCHANGE TRADED FD T
9,577$1.8B3.97%
2
IWBISHARES TR
4,840$1.8B3.87%
3
EFAISHARES TR
18,318$1.7B3.74%
4
STIPISHARES TR
16,378$1.7B3.70%
5
MSFTMICROSOFT CORP
3,051$1.6B3.46%
6
ITOTISHARES TR
8,004$1.2B2.55%
7
VSSVANGUARD INTL EQUITY INDEX F
8,013$1.1B2.50%
8
ALABASTERA LABS INC
5,000$979.0M2.14%
9
VXFVANGUARD INDEX FDS
4,593$961.5M2.10%
10
LQDISHARES TR
7,827$872.5M1.91%
11
MDBMONGODB INC
2,208$685.3M1.50%
12
NVRNVR INC
84$674.9M1.48%
13
VPLVANGUARD INTL EQUITY INDEX F
7,477$656.8M1.44%
14
NTNXNUTANIX INC
8,708$647.8M1.42%
15
CQQQINVESCO EXCH TRADED FD TR II
10,675$629.9M1.38%
16
BIVVANGUARD BD INDEX FDS
7,877$615.1M1.35%
17
EXEEXPAND ENERGY CORPORATION
5,637$598.9M1.31%
18
CRWVCOREWEAVE INC
4,366$597.5M1.31%
19
IWDISHARES TR
2,925$595.5M1.30%
20
EXPEEXPEDIA GROUP INC
2,696$576.3M1.26%
21
REGNREGENERON PHARMACEUTICALS
1,021$574.1M1.26%
22
NBIXNEUROCRINE BIOSCIENCES INC
4,017$563.9M1.23%
23
VTVANGUARD INTL EQUITY INDEX F
4,059$559.3M1.22%
24
FNDASCHWAB STRATEGIC TR
16,428$511.9M1.12%
25
ALNYALNYLAM PHARMACEUTICALS INC
1,111$506.6M1.11%
26
SLYVSPDR SERIES TRUST
5,691$504.5M1.10%
27
FIVEFIVE BELOW INC
3,246$502.2M1.10%
28
UTHUNITED THERAPEUTICS CORP DEL
1,191$499.3M1.09%
29
NTRANATERA INC
3,078$495.5M1.08%
30
GILDGILEAD SCIENCES INC
4,440$492.8M1.08%
31
OLLIOLLIES BARGAIN OUTLET HLDGS
3,749$481.4M1.05%
32
RGLDROYAL GOLD INC
2,384$478.2M1.05%
33
MTCHMATCH GROUP INC NEW
13,403$473.4M1.04%
34
DASHDOORDASH INC
1,679$456.7M1.00%
35
BLVVANGUARD BD INDEX FDS
6,397$453.2M0.99%
36
ROADCONSTRUCTION PARTNERS INC
3,558$451.9M0.99%
37
PSIXPOWER SOLUTIONS INTL INC
4,581$449.9M0.98%
38
FOXFOX CORP
7,785$446.0M0.98%
39
SNDKSANDISK CORP
3,963$444.6M0.97%
40
STNESTONECO LTD
22,681$428.9M0.94%
41
TMFDIREXION SHS ETF TR
10,431$419.1M0.92%
42
HALOHALOZYME THERAPEUTICS INC
5,567$408.3M0.89%
43
SLYGSPDR SERIES TRUST
4,249$400.7M0.88%
44
TXRHTEXAS ROADHOUSE INC
2,355$391.3M0.86%
45
ADPAUTOMATIC DATA PROCESSING IN
1,326$389.2M0.85%
46
NWSANEWS CORP NEW
12,463$382.7M0.84%
47
CSCOCISCO SYS INC
5,452$373.0M0.82%
48
SEICSEI INVTS CO
4,250$360.6M0.79%
49
STXSEAGATE TECHNOLOGY HLDNGS PL
1,512$356.9M0.78%
50
QCOMQUALCOMM INC
2,139$355.8M0.78%
51
XHBSPDR SERIES TRUST
2,991$331.4M0.72%
52
CYBRCYBERARK SOFTWARE LTD
674$325.6M0.71%
53
SEBSEABOARD CORP DEL
86$313.6M0.69%
54
WDAYWORKDAY INC
1,276$307.2M0.67%
55
LNWOLIGHT & WONDER INC
3,602$302.4M0.66%
56
ZZILLOW GROUP INC
3,789$291.9M0.64%
57
CWSTCASELLA WASTE SYS INC
3,072$291.5M0.64%
58
CALMCAL MAINE FOODS INC
3,068$288.7M0.63%
59
WGSGENEDX HOLDINGS CORP
2,654$285.9M0.63%
60
ODFLOLD DOMINION FREIGHT LINE IN
1,958$275.6M0.60%
61
CDTXCIDARA THERAPEUTICS INC
2,867$274.5M0.60%
62
LPLALPL FINL HLDGS INC
809$269.1M0.59%
63
FTAIFTAI AVIATION LTD
1,584$264.3M0.58%
64
VAWVANGUARD WORLD FD
1,266$259.4M0.57%
65
AMKRAMKOR TECHNOLOGY INC
9,110$258.7M0.57%
66
NEXNNEXXEN INTL LTD
27,784$257.0M0.56%
67
BSJPINVESCO EXCH TRD SLF IDX FD
11,065$255.2M0.56%
68
MKLMARKEL GROUP INC
131$250.4M0.55%
69
ESSESSEX PPTY TR INC
918$245.7M0.54%
70
IWCISHARES TR
1,635$243.8M0.53%
71
ENPHENPHASE ENERGY INC
6,852$242.5M0.53%
72
IJRISHARES TR
1,992$236.7M0.52%
73
RHCRH PLC
1,964$235.5M0.52%
74
GDSGDS HLDGS LTD
6,008$232.5M0.51%
75
SAILSAILPOINT INC
10,428$230.3M0.50%
76
GEMIGEMINI SPACE STA INC
9,542$228.6M0.50%
77
WFC 7.5 PERP LWELLS FARGO CO NEW
184$227.1M0.50%
78
CZRCAESARS ENTERTAINMENT INC NE
8,368$226.1M0.49%
79
ALLYALLY FINL INC
5,759$225.8M0.49%
80
CNOBCONNECTONE BANCORP INC
9,041$224.3M0.49%
81
LYVLIVE NATION ENTERTAINMENT IN
1,371$224.0M0.49%
82
BRZEBRAZE INC
7,726$219.7M0.48%
83
CRSCARPENTER TECHNOLOGY CORP
890$218.5M0.48%
84
MANHMANHATTAN ASSOCIATES INC
1,064$218.1M0.48%
85
G7AGRUPO AEROPORTUARIO DEL CENT
2,088$216.9M0.47%
86
TTWOTAKE-TWO INTERACTIVE SOFTWAR
838$216.5M0.47%
87
WAYWAYSTAR HLDG CORP
5,624$213.3M0.47%
88
IEXIDEX CORP
1,306$212.6M0.46%
89
TMTOYOTA MOTOR CORP
1,102$210.6M0.46%
90
PCARPACCAR INC
2,141$210.5M0.46%
91
TMEDT ROWE PRICE ETF INC
4,269$208.7M0.46%
92
STESTERIS PLC
835$206.6M0.45%
93
IDIINTERDIGITAL INC
593$204.7M0.45%
94
MNDYMONDAY COM LTD
1,052$203.8M0.45%
95
BABOEING CO
928$200.3M0.44%
96
TLNCUTALON CAP CORP
13,356$134.0M0.29%
97
EOSEEOS ENERGY ENTERPRISES INC
11,500$131.0M0.29%
98
NUAINEW ERA ENERGY & DIGITAL INC
43,259$79.6M0.17%
99
LSTALISATA THERAPEUTICS INC
23,774$62.3M0.14%
100
CLVTCLARIVATE PLC
12,221$46.8M0.10%
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