Ground Swell Capital, LLC
Top Portfolio Positions
88 positions ·
$23,670,150 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
3,057 | $1,764,439 | 7.45% | |
| NVDA |
Nvidia Corp
Technology
|
8,922 | $1,555,996 | 6.57% | |
| AAPL |
Apple Inc.
Technology
|
6,010 | $1,525,277 | 6.44% | |
| DUOL |
Duolingo, Inc.
Technology
|
10,000 | $985,700 | 4.16% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
2,049 | $949,076 | 4.01% | |
| EVRG |
Evergy, Inc.
Utilities
|
9,741 | $797,982 | 3.37% | |
| CHTR |
Charter Communications, Inc. /Mo/
Communication Services
|
3,646 | $787,098 | 3.33% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
1,241 | $765,399 | 3.23% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,283 | $734,042 | 3.10% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
1,588 | $732,052 | 3.09% |
Portfolio Trend
22 quarters · across all stocks
Holdings in SGRP
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,695 | 13,802 | Shares | Sole | 2026-04-21 | |
| 2022-12-31 | $14,340 | 11,031 | Shares | Sole | 2023-02-14 | |
| 2021-03-31 | $17,640 | 10,500 | Shares | Sole | 2021-04-30 | |
| No 13F history on record for this holder in this stock. | ||||||