GS
| |
Ground Swell Capital, LLC13F | |
| Ground Swell Capital, LLC | |
| Last update 2025-05-13 | 155 Stocks (140 new) |
| Value $46.00 Mil | Turnover 83 % |
Ground Swell Capital, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSLA
PUT
| Tesla Inc | 10,000 | 2,591.6 | 0% | 5.580 | 0% | 0.000 | +36.57% | -18.37% | 1,061,788.2 | Vehicles & Parts | |
TLT | iShares 20+ Year Treasury Bond ETF | 18,136 | 1,650.9 | -82.44% | 3.550 | -11.18% | 0.000 | -1.53% | -0.28% | 47,103.6 | ||
MCHP | Microchip Technology Inc | 33,030 | 1,599.0 | New Holding | 3.440 | +3.44% | 0.010 | +95.43% | +32.39% | 40,356.9 | Semiconductors | |
COIN | Coinbase Global Inc | 8,089 | 1,393.2 | +556.04% | 3.000 | +2.54% | 0.000 | +139.83% | +69.06% | 106,920.1 | Capital Markets | |
NXPI | NXP Semiconductors NV | 7,001 | 1,330.6 | New Holding | 2.860 | +2.86% | 0.000 | +32.92% | +9.73% | 57,068.8 | Semiconductors | |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 11,462 | 1,132.1 | +23.54% | 2.440 | +0.46% | 0.190 | +17.97% | +11.03% | 669.9 | ||
TXN | Texas Instruments Inc | 5,605 | 1,007.2 | New Holding | 2.170 | +2.17% | 0.000 | +47.18% | +17.37% | 196,793.2 | Semiconductors | |
AMAT | Applied Materials Inc | 5,807 | 842.7 | New Holding | 1.810 | +1.81% | 0.000 | +38.94% | +17.70% | 152,827.8 | Semiconductors | |
APO | Apollo Global Management Inc | 5,889 | 806.4 | New Holding | 1.740 | +1.74% | 0.000 | +20.32% | -7.38% | 86,867.1 | Asset Management | |
SPYV | SPDR Portfolio S&P 500 Value ETF | 13,907 | 710.2 | New Holding | 1.530 | +1.53% | 0.000 | +11.76% | +4.26% | 26,844.9 |
Ground Swell Capital, LLC's Historical Top Holdings Breakdowns
Ground Swell Capital, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TLT | iShares 20+ Year Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -11.18% | 85.29 ($89.02) 92.57 | $85.24 | -4.25% | Reduce -82.44% | 18,136 | -85,123 | |
MCHP | Microchip Technology Inc | 2025-03-31 | New Buy New Buy | +3.44% | 48.41 ($55.72) 64.3 | $74.78 | 34.21% | New holding | 33,030 | 33,030 | |
NXPI | NXP Semiconductors NV | 2025-03-31 | New Buy New Buy | +2.86% | 189.99 ($213.32) 245.86 | $225.90 | 5.90% | New holding | 7,001 | 7,001 | |
COIN | Coinbase Global Inc | 2025-03-31 | Add Add | +2.54% | 172.23 ($242.13) 301.3 | $419.78 | 73.37% | Add 556.04% | 8,089 | 6,856 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Sold Out Sold Out | -2.32% | 551.42 ($587.78) 612.93 | $627.58 | 6.77% | Sold Out | 0 | -2,638 | |
TXN | Texas Instruments Inc | 2025-03-31 | New Buy New Buy | +2.17% | 173.6 ($187.2) 203.96 | $216.62 | 15.72% | New holding | 5,605 | 5,605 | |
ADP | Automatic Data Processing Inc | 2025-03-31 | Sold Out Sold Out | -1.97% | 286.85 ($301.63) 318.64 | $301.79 | 0.05% | Sold Out | 0 | -4,479 | |
AMAT | Applied Materials Inc | 2025-03-31 | New Buy New Buy | +1.81% | 145.06 ($168.16) 195.51 | $190.44 | 13.25% | New holding | 5,807 | 5,807 | |
IWN | iShares Russell 2000 Value ETF | 2025-03-31 | Reduce Reduce | -1.80% | 149.27 ($161.54) 169.4 | $163.34 | 1.11% | Reduce -61.49% | 4,560 | -7,281 | |
APO | Apollo Global Management Inc | 2025-03-31 | New Buy New Buy | +1.74% | 126.01 ($153.77) 172.06 | $152.00 | -1.15% | New holding | 5,889 | 5,889 |
Ground Swell Capital, LLC Total Holding History ($B)
Ground Swell Capital, LLC's Asset Allocation
Ground Swell Capital, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Ground Swell Capital, LLC's Hypothetical Growth since 2025-03-31
Ground Swell Capital, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Ground Swell Capital, LLC's Holdings Heat Map
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Ground Swell Capital, LLC's Holdings Bubble Chart
Ground Swell Capital, LLC News
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