1y return+20.4%S&P 500 +20.9%
3y return+39.8%S&P 500 +68.5%
5y return+18.5%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $131 against $200 in the S&P 500.2
Ground Swell Capital, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $34.1M | 36.9% | New |
| SPCXSpace Exploration Techn Corp | $14.5M | 15.7% | New |
| IWMIshares Tr | $12.0M | 12.9% | New |
| Asml Hldg NvCUSIP N07059210 | $3.3M | 3.6% | New |
| CBRSCerebras Systems Inc | $2.0M | 2.1% | New |
| ENTGEntegris Inc | $1.3M | 1.4% | +71.6% |
| MRVLMarvell Technology Inc | $1.1M | 1.2% | New |
| LITELumentum Hldgs Inc | $947K | 1.0% | New |
| DYNFBlackrock Etf Trust | $831K | 0.9% | New |
| IWDIshares Tr | $829K | 0.9% | New |
| TSLATesla Inc | $674K | 0.7% | +5.0% |
| MKSIMks Inc. | $619K | 0.7% | New |
| ENPHEnphase Energy Inc | $592K | 0.6% | New |
| AXICYAxia Energia Sa | $578K | 0.6% | +119.1% |
| LRCXLam Research Corp | $569K | 0.6% | New |
| VTVVanguard Index Fds | $544K | 0.6% | New |
| Nextera Energy IncCUSIP 65339F663 | $490K | 0.5% | New |
| BNDXVanguard Charlotte Fds | $481K | 0.5% | New |
| EFAIshares Tr | $480K | 0.5% | New |
| SCHBSchwab Strategic Tr | $445K | 0.5% | New |
| IBKRInteractive Brokers Group In | $437K | 0.5% | New |
| PFFIshares Tr | $433K | 0.5% | +89.3% |
| TQQQProshares Tr | $420K | 0.5% | New |
| ORKAOruka Therapeutics Inc | $411K | 0.4% | New |
| Hewlett Packard Enterprise CCUSIP 42824C208 | $397K | 0.4% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LSCCLattice Semiconductor Corp | March 31, 2026 | +64.9% | $372K |
| ENTGEntegris Inc | March 31, 2026 | +53.4% | $1.3M |
| PFFIshares Tr | March 31, 2026 | +0.6% | $433K |
| AXICYAxia Energia Sa | March 31, 2026 | −3.4% | $578K |
| TSLATesla Inc | December 31, 2025 | −6.5% | $674K |
Sold off last quarter
- VOOVanguard Index Fds was $17.8M
- QQQInvesco Qqq Tr was $1.8M
- PPHVaneck Etf Trust was $1.6M
- NVDANvidia Corporation was $1.6M
- AAPLApple Inc was $1.5M
- SOXXIshares Tr was $1.1M
- DUOLDuolingo Inc was $986K
- DIAState Str Spdr Dow Jones Ind was $949K
- TLTIshares Tr was $873K
- EVRGEvergy Inc was $798K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +16.3% | +14.8% |
| March 31, 2026 | −5.6% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +7.7% | +7.8% |
| June 30, 2025 | +14.4% | +10.5% |
| March 31, 2025 | −1.8% | −4.6% |
| December 31, 2024 | −4.5% | +2.1% |
| September 30, 2024 | +6.7% | +5.4% |
| June 30, 2024 | −1.7% | +4.0% |
| March 31, 2024 | +3.7% | +10.0% |
| December 31, 2023 | +10.8% | +11.2% |
| September 30, 2023 | −10.2% | −3.6% |
| June 30, 2023 | +3.6% | +8.3% |
| March 31, 2023 | +8.5% | +7.0% |
| December 31, 2022 | +7.8% | +7.1% |
| September 30, 2022 | −6.2% | −5.3% |
| June 30, 2022 | −20.2% | −16.5% |
| March 31, 2022 | −6.9% | −4.9% |
| December 31, 2021 | +3.4% | +10.7% |
| September 30, 2021 | −2.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Ground Swell Capital, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1534450&type=13F-HR&dateb=&owner=include&count=40CIK 1534450
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1534450/000142050626001413/Filed August 5, 2026 · accession 0001420506-26-001413