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Ground Swell Capital, LLC

Location
FOLLY BEACH, SC
Portfolio Value
Micro $23,670,150
Diversification
Diversified
Filing Date
Global Rank
#7,623 / 8,605 ▼ 476 · as of Mar 2026
Top Industry
Semiconductors 15.9%
3Y Alpha vs SPY
+7.9%
Period ended 3 months ago
Filed Apr 21, 2026 · 3mo
22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+154.8%
SPY
+76.5%
Annualised alpha
+15.7%
Max drawdown
−22.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

88 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
7.5%
−64.2 pts
Top 5
28.6%
−49.5 pts
Top 10
44.8%
−38.3 pts
HHI
312
Jun 2023 → Mar 2026 · range 190 – 5,444
Diversified−4,853

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 36.7% $8,695,479
Healthcare 18.7% $4,435,965
Unclassified 14.7% $3,478,914
Industrials 8.5% $2,019,998
Communication Services 7.9% $1,871,164
Utilities 5.1% $1,200,311
Consumer Cyclical 3.6% $850,040
Financial Services 2.4% $567,372
Energy 1.3% $308,827
Basic Materials 0.4% $96,260
Consumer Defensive 0.3% $77,535
Real Estate 0.3% $68,285

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
4 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
3 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
88 positions · $23,670,150 total · as of Mar 31, 2026
Showing 1–50 of 88 positions by value · page 1 of 2
Ticker Company Shares Value (USD) % of Portfolio History