Fund Holdings

Ground Swell Capital, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
VANGUARD INDEX FDS029,813+29,813017,814,75835.15%+17,814,758
VANECK ETF TRUST
PHARMACEUTCL ETF
015,445+15,44501,604,4273.17%+1,604,427
NVIDIA CORPORATION(NVDA)08,922+8,92201,555,9973.07%+1,555,997
APPLE INC(AAPL)1,1076,010+4,903300,9491,525,2783.01%+1,224,329
ISHARES TR03,261+3,26101,071,7602.11%+1,071,760
DUOLINGO INC(DUOL)010,000+10,0000985,7001.94%+985,700
STATE STR SPDR DOW JONES IND(DIA)02,049+2,0490949,0761.87%+949,076
EVERGY INC(EVRG)09,741+9,7410797,9831.57%+797,983
CHARTER COMMUNICATIONS INC(CHTR)03,646+3,6460787,0981.55%+787,098
STATE STR SPDR S&P MIDCAP 40(MDY)01,241+1,2410765,3991.51%+765,399
META PLATFORMS INC(META)01,283+1,2830734,0431.45%+734,043
SANDISK CORP(SNDK)01,129+1,1290717,2991.42%+717,299
RYANAIR HOLDINGS PLC(RYAAY)010,178+10,1780588,2881.16%+588,288
IONIS PHARMACEUTICALS INC(IONS)07,285+7,2850547,0311.08%+547,031
NOVA LTD(NVMI)01,226+1,2260532,4271.05%+532,427
ORACLE CORP(ORCL)011,772+11,7720529,8581.05%+529,858
NEUROCRINE BIOSCIENCES INC(NBIX)03,767+3,7670496,2650.98%+496,265
ENTEGRIS INC(ENTG)04,082+4,0820478,5740.94%+478,574
WHIRLPOOL CORP(WHR)011,096+11,0960454,3810.90%+454,381
ISHARES TR04,108+4,1080453,3590.89%+453,359
ASTERA LABS INC(ALAB)04,023+4,0230440,9210.87%+440,921
APOLLO GLOBAL MGMT INC(APO)07,265+7,2650424,7120.84%+424,712
ANAPTYSBIO INC07,610+7,6100422,0510.83%+422,051
MAZE THERAPEUTICS INC(MAZE)013,609+13,6090406,2290.80%+406,229
INTUITIVE SURGICAL INC6861,588+902388,523732,0521.44%+343,529
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
01,776+1,7760340,8500.67%+340,850
CME GROUP INC(CME)01,104+1,1040326,0660.64%+326,066
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)01,515+1,5150316,7560.62%+316,756
RAMBUS INC DEL(RMBS)03,613+3,6130310,8260.61%+310,826
GLOBAL X FDS
GLOBAL X COPPER
04,009+4,0090306,0870.60%+306,087
LATTICE SEMICONDUCTOR CORP(LSCC)03,181+3,1810295,0700.58%+295,070
VANECK ETF TRUST
OIL SERVICES ETF
0708+7080286,1810.56%+286,181
AGIOS PHARMACEUTICALS INC(AGIO)08,347+8,3470282,3790.56%+282,379
CENTRAIS ELET BRAS SA
SPON ADS PF CL C
025,022+25,0220273,2400.54%+273,240
SPDR SERIES TRUST
ST STR P500GRW
02,756+2,7560269,8400.53%+269,840
EXPEDITORS INTL WASH INC(EXPD)01,841+1,8410263,6860.52%+263,686
RADNET INC(RDNT)04,704+4,7040262,9070.52%+262,907
MOOG INC(MOG-A)0887+8870259,5720.51%+259,572
BIONTECH SE(BNTX)02,904+2,9040258,1080.51%+258,108
SPDR SERIES TRUST
SP O&G EXPL PRO
01,356+1,3560246,5610.49%+246,561
PG&E CORP(PCG)05,730+5,7300246,3330.49%+246,333
STRATEGY INC(MSTR)03,467+3,4670245,1170.48%+245,117
GENERAL DYNAMICS CORP(GD)0703+7030241,2840.48%+241,284
MASIMO CORP01,319+1,3190234,6110.46%+234,611
NEWS CORP NEW(NWS)08,191+8,1910233,5250.46%+233,525
GLOBALSTAR INC(GSAT)03,489+3,4890231,7390.46%+231,739
BWX TECHNOLOGIES INC(BWXT)01,119+1,1190228,8240.45%+228,824
VISTRA CORP(VST)01,522+1,5220228,8020.45%+228,802
ISHARES TR07,509+7,5090227,6730.45%+227,673
TRADEWEB MKTS INC(TW)01,908+1,9080224,4950.44%+224,495
THERMO FISHER SCIENTIFIC INC(TMO)0456+4560224,1380.44%+224,138
WELLS FARGO & CO(WFC)0193+1930222,9150.44%+222,915
ARCHROCK INC(AROC)06,258+6,2580217,7780.43%+217,778
ICON PLC(ICLR)01,885+1,8850208,5940.41%+208,594
YUM CHINA HLDGS INC(YUMC)04,220+4,2200205,8520.41%+205,852
METTLER TOLEDO INTERNATIONAL(MTD)0162+1620204,3140.40%+204,314
VANGUARD BD INDEX FDS02,746+2,7460202,2150.40%+202,215
MICROCHIP TECHNOLOGY INC.(MCHP)03,522+3,5220200,6480.40%+200,648
CENTRAIS ELET BRAS SA
SPON ADS PFD B1
015,647+15,6470196,0570.39%+196,057
ADVANCED MICRO DEVICES INC(AMD)1,9992,970+971428,106604,1871.19%+176,081
FLUENCE ENERGY INC(FLNC)012,611+12,6110173,5270.34%+173,527
TERADYNE INC(TER)1,6321,599-33315,890474,0400.94%+158,150
CIPHER DIGITAL INC(CIFR)011,472+11,4720147,6450.29%+147,645
JOBY AVIATION INC(JOBY)016,864+16,8640139,2970.27%+139,297
UPWORK INC(UPWK)010,618+10,6180116,3730.23%+116,373
PLUG PWR INC(PLUG)042,235+42,235095,4510.19%+95,451
TRANSOCEAN LTD(RIG)012,057+12,057079,9380.16%+79,938
ARCHER AVIATION INC(ACHR)014,113+14,113072,9640.14%+72,964
ICL GROUP LTD(ICL)013,375+13,375069,2830.14%+69,283
DIVERSIFIED HEALTHCARE TR(DHC)010,284+10,284068,2860.13%+68,286
YEXT INC016,604+16,604063,7590.13%+63,759
ADVISORSHARES TR
PURE US CANN ETF
017,306+17,306061,4360.12%+61,436
JETBLUE AIRWAYS CORP(JBLU)012,500+12,500055,2500.11%+55,250
ABCELLERA BIOLOGICS INC(ABCL)015,820+15,820055,2120.11%+55,212
SOLID POWER INC016,927+16,927050,7810.10%+50,781
ROCKET PHARMACEUTICALS INC014,001+14,001050,1240.10%+50,124
PINNACLE FOOD GROUP LTD012,264+12,264034,9520.07%+34,952
DECENT HLDG INC010,048+10,048030,9480.06%+30,948
ELECTRA BATTERY MATERIALS CO048,175+48,175026,9780.05%+26,978
COTY INC(COTY)013,308+13,308026,7490.05%+26,749
BALLARD PWR SYS INC NEW010,555+10,555025,5430.05%+25,543
ELONG POWER HOLDING LTD.012,402+12,402025,0520.05%+25,052
T3 DEFENSE INC027,687+27,687019,8600.04%+19,860
MICROVAST HOLDINGS INC011,314+11,314016,9710.03%+16,971
OLB GROUP INC032,167+32,167015,9550.03%+15,955
PICARD MEDICAL INC014,821+14,821015,4140.03%+15,414
RACKSPACE TECHNOLOGY INC(RXT)014,762+14,762014,4640.03%+14,464
SPRING VY ACQUISITION CORP I
*W EXP 09/04/203
013,839+13,839014,3930.03%+14,393
CASTELLUM INC021,090+21,090012,4330.02%+12,433
NEW FORTRESS ENERGY INC018,835+18,835011,1130.02%+11,113
ARMADA ACQUISITION CORP II016,427+16,42709,8560.02%+9,856
J & FRIENDS HOLDINGS LTD010,442+10,44209,6070.02%+9,607
RYDE GROUP LTD017,037+17,03709,3020.02%+9,302
TUNIU CORP011,397+11,39708,7760.02%+8,776
FBS GLOBAL LTD014,553+14,55308,6630.02%+8,663
SPAR GROUP INC013,802+13,80208,6330.02%+8,633
TANTECH HLDGS LTD013,801+13,80108,1290.02%+8,129
QUANTUM SI INC010,132+10,13207,8420.02%+7,842
PHARMACYTE BIOTECH INC011,527+11,52707,6700.02%+7,670
GREENLANE HLDGS INC019,833+19,83307,3380.01%+7,338
Page 1 of 2