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Ground Swell Capital, LLC 13F holdings, Q3 2025

Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →

Ground Swell Capital, LLC disclosed 131 US equity positions worth $45.7m in its Q3 2025 13F filing. The largest position was RSP at 4.0% of the reported book, followed by IWB and EFA. Against the Q2 2025 filing, it opened 47 new positions, added to 3 and reduced 0 among the top 50 holdings.

← Q2 2025 · Q4 2025 →

What did Ground Swell Capital, LLC own in Q3 2025? Top 50 positions

#StockSectorWeightValueSharesΔ sharesvs Q2 2025
1 RSP INVESCO EXCHANGE TRADED FD T 4.0%$1.8m9,577 – new
2 IWB ISHARES TR 3.9%$1.8m4,840 70% added
3 EFA ISHARES TR 3.7%$1.7m18,318 – new
4 STIP ISHARES TR 3.7%$1.7m16,378 – new
5 MSFT MICROSOFT CORP Technology 3.5%$1.6m3,051 – new
6 ITOT ISHARES TR 2.6%$1.2m8,004 – new
7 VSS VANGUARD INTL EQUITY INDEX F 2.5%$1.1m8,013 – new
8 ALAB ASTERA LABS INC Technology 2.1%$979.0k5,000 – new
9 VXF VANGUARD INDEX FDS 2.1%$961.5k4,593 – new
10 LQD ISHARES TR 1.9%$872.5k7,827 – new
11 MDB MONGODB INC Technology 1.5%$685.3k2,208 – new
12 NVR NVR INC Consumer Cyclical 1.5%$674.9k84 110% added
13 VPL VANGUARD INTL EQUITY INDEX F 1.4%$656.8k7,477 – new
14 NTNX NUTANIX INC Technology 1.4%$647.8k8,708 – new
15 CQQQ INVESCO EXCH TRADED FD TR II 1.4%$629.9k10,675 – new
16 BIV VANGUARD BD INDEX FDS 1.3%$615.1k7,877 – new
17 EXE EXPAND ENERGY CORPORATION Energy 1.3%$598.9k5,637 – new
18 CRWV COREWEAVE INC Technology 1.3%$597.5k4,366 25% added
19 IWD ISHARES TR 1.3%$595.5k2,925 – new
20 EXPE EXPEDIA GROUP INC Consumer Cyclical 1.3%$576.3k2,696 – new
21 REGN REGENERON PHARMACEUTICALS Healthcare 1.3%$574.1k1,021 – new
22 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 1.2%$563.9k4,017 – new
23 VT VANGUARD INTL EQUITY INDEX F 1.2%$559.3k4,059 – new
24 FNDA SCHWAB STRATEGIC TR 1.1%$511.9k16,428 – new
25 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1.1%$506.6k1,111 – new
26 SLYV SPDR SERIES TRUST 1.1%$504.5k5,691 – new
27 FIVE FIVE BELOW INC Consumer Cyclical 1.1%$502.2k3,246 – new
28 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1.1%$499.3k1,191 – new
29 NTRA NATERA INC Healthcare 1.1%$495.5k3,078 – new
30 GILD GILEAD SCIENCES INC Healthcare 1.1%$492.8k4,440 – new
31 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 1.1%$481.4k3,749 – new
32 RGLD ROYAL GOLD INC Basic Materials 1.0%$478.2k2,384 – new
33 MTCH MATCH GROUP INC NEW Communication Services 1.0%$473.4k13,403 – new
34 DASH DOORDASH INC Consumer Cyclical 1.0%$456.7k1,679 – new
35 BLV VANGUARD BD INDEX FDS 1.0%$453.2k6,397 – new
36 ROAD CONSTRUCTION PARTNERS INC 1.0%$451.9k3,558 – new
37 PSIX POWER SOLUTIONS INTL INC 1.0%$449.9k4,581 – new
38 FOX FOX CORP Communication Services 1.0%$446.0k7,785 – new
39 SNDK SANDISK CORP Technology 1.0%$444.6k3,963 – new
40 STNE STONECO LTD Technology 0.9%$428.9k22,681 – new
41 TMF DIREXION SHS ETF TR 0.9%$419.1k10,431 – new
42 HALO HALOZYME THERAPEUTICS INC Healthcare 0.9%$408.3k5,567 – new
43 SLYG SPDR SERIES TRUST 0.9%$400.7k4,249 – new
44 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 0.9%$391.3k2,355 – new
45 ADP AUTOMATIC DATA PROCESSING IN Technology 0.9%$389.2k1,326 – new
46 NWSA NEWS CORP NEW Communication Services 0.8%$382.7k12,463 – new
47 CSCO CISCO SYS INC Technology 0.8%$373.0k5,452 – new
48 SEIC SEI INVTS CO Financial Services 0.8%$360.6k4,250 – new
49 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 0.8%$356.9k1,512 – new
50 QCOM QUALCOMM INC Technology 0.8%$355.8k2,139 – new

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.