Ground Swell Capital, LLC

Q1 2026 13F-HR Holdings

Location
Folly Beach, SC
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
122
Total value ($000)
$50,685
Net value change ($000)
+2,094 (4.3%)
New positions
106
Sold out positions
74
Turnover %
114.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 17,815 NEW
PPH 1,604 NEW
NVDA 1,556 NEW
AAPL 1,224 406.6%
SOXX 1,072 NEW
DUOL 986 NEW
DIA 949 NEW
EVRG 798 NEW
CHTR 787 NEW
MDY 765 NEW
Top Reduces (Value $000, Stocks/ETFs)
QQQ -28,952 -94.3%
PINNACLE FINANCIAL PARTNERS INC -1,340 -100.0%
NXPI -1,073 -100.0%
ROKU -547 -100.0%
GOOGL -542 -100.0%
PEP -491 -100.0%
AMZN -477 -100.0%
SOXL -472 -100.0%
SNV -432 -100.0%
DOCU -402 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type