Fund HoldingsGround Swell Capital, LLC

Total Portfolio Value
$62.97M
Total Bought
$61.00M
Total Sold
$44.50M
Net Transaction
+$16.49M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)052,166+52,166032,23151.18%+32,231
ISHARES TR030,823+30,82306,65110.56%+6,651
CIRCLE INTERNET GROUP INC(CRCL)(Put)010,000+10,00001,813+1,813
ISHARES TR02,842+2,84209651.53%+965
SPDR SERIES TRUST
ST STR SP REGBNK
015,239+15,23909051.44%+905
ISHARES TR07,867+7,86706771.08%+677
WILLIS TOWERS WATSON PLC LTD(WTW)02,201+2,20106751.07%+675
T-MOBILE US INC(TMUS)02,669+2,66906361.01%+636
SCHWAB STRATEGIC TR023,665+23,66506311.00%+631
CAPITAL GRP FIXED INCM ETF T
CORE PLUS INCM
026,425+26,42505950.94%+595
ISHARES GOLD TR(IAU)09,227+9,22705750.91%+575
COREWEAVE INC(CRWV)03,503+3,50305710.91%+571
SPDR SERIES TRUST
ST STR SP600 SML
012,074+12,07405140.82%+514
INTUITIVE SURGICAL INC0834+83404530.72%+453
ISHARES TR03,605+3,60503970.63%+397
MSCI INC(MSCI)0670+67003860.61%+386
ETSY INC(ETSY)07,632+7,63203830.61%+383
HONEYWELL INTL INC(HON)01,567+1,56703650.58%+365
ZSCALER INC(ZS)01,117+1,11703510.56%+351
HARTFORD INSURANCE GROUP INC(HIG)02,552+2,55203240.51%+324
SPDR SERIES TRUST
ST STR P500GRW
03,395+3,39503240.51%+324
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)7611,737+9762155360.85%+321
HERSHEY CO(HSY)01,854+1,85403080.49%+308
ARES MANAGEMENT CORPORATION(ARES)05,665+5,66503000.48%+300
ISHARES TR
MSCI INTL QUALTY
06,855+6,85502960.47%+296
NVR INC(NVR)040+4002950.47%+295
BJS RESTAURANTS INC(BJRI)06,486+6,48602890.46%+289
PG&E CORP(PCG)07,546+7,54602840.45%+284
FLAGSTAR FINANCIAL INC(FLG)026,042+26,04202760.44%+276
TOLL BROTHERS INC(TOL)02,401+2,40102740.44%+274
SEA LTD(SE)01,679+1,67902690.43%+269
ATMOS ENERGY CORP(ATO)01,704+1,70402630.42%+263
TIMKEN CO(TKR)03,594+3,59402610.41%+261
MARRIOTT INTL INC NEW(MAR)0941+94102570.41%+257
VERISK ANALYTICS INC(VRSK)0825+82502570.41%+257
AMETEK INC01,391+1,39102520.40%+252
ITT INC(ITT)01,588+1,58802490.40%+249
PRESTIGE CONSMR HEALTHCARE I(PBH)02,993+2,99302390.38%+239
ABRDN PRECIOUS METALS BASKET01,712+1,71202370.38%+237
SS&C TECHNOLOGIES HLDGS INC(SSNC)02,804+2,80402320.37%+232
PEGASYSTEMS INC(PEGA)04,263+4,26302310.37%+231
DEUTSCHE BANK A G
NAMEN AKT
07,677+7,67702250.36%+225
ARROW ELECTRS INC01,752+1,75202230.35%+223
EAST WEST BANCORP INC(EWBC)02,172+2,17202190.35%+219
SCHRODINGER INC(SDGR)010,889+10,88902190.35%+219
AUTONATION INC(AN)01,099+1,09902180.35%+218
LOCKHEED MARTIN CORP(LMT)0466+46602160.34%+216
CHEMED CORP NEW(CHE)0435+43502120.34%+212
ALIBABA GROUP HLDG LTD(BABA)01,832+1,83202080.33%+208
JUNIPER NETWORKS INC05,184+5,18402070.33%+207
TRADEWEB MKTS INC(TW)01,404+1,40402060.33%+206
RH(RH)01,083+1,08302050.33%+205
SAP SE(SAP)0672+67202040.32%+204
DTE ENERGY CO(DTB)01,521+1,52102010.32%+201
PG&E CORP(PCG)011,127+11,12701550.25%+155
INFUSYSTEM HLDGS INC021,693+21,69301350.21%+135
ISHARES TR5,0305,496+4664845930.94%+108
UR-ENERGY INC0102,930+102,93001080.17%+108
LINEAGE CELL THERAPEUTICS IN0104,511+104,5110950.15%+95
GRAB HOLDINGS LIMITED
CLASS A ORD
015,397+15,3970770.12%+77
WOLFSPEED INC(WOLF)0185,176+185,1760740.12%+74
TRONOX HOLDINGS PLC(TROX)013,849+13,8490700.11%+70
BLACKBERRY LTD(BB)015,050+15,0500690.11%+69
KOSMOS ENERGY LTD(KOS)036,280+36,2800620.10%+62
ATERIAN INC034,780+34,7800580.09%+58
PERSPECTIVE THERAPEUTICS INC016,373+16,3730560.09%+56
TILLYS INC040,804+40,8040560.09%+56
AMPLIFY ENERGY CORP NEW016,942+16,9420540.09%+54
INDUSTRIAL LOGISTICS PPTYS T011,852+11,8520540.09%+54
GETTY IMAGES HOLDINGS INC028,436+28,4360470.07%+47
ASSET ENTITIES INC010,734+10,7340400.06%+40
GRANITE PT MTG TR INC016,052+16,0520400.06%+40
ORGANOGENESIS HLDGS INC010,599+10,5990390.06%+39
ARTIVA BIOTHERAPEUTICS INC024,849+24,8490380.06%+38
UNITED HOMES GROUP INC
CL A
010,960+10,9600320.05%+32
ELEDON PHARMACEUTICALS INC011,597+11,5970310.05%+31
T1 ENERGY INC(TE)025,534+25,5340310.05%+31
CASSAVA SCIENCES INC016,985+16,9850310.05%+31
VERITONE INC021,750+21,7500270.04%+27
ALTO NEUROSCIENCE INC(ANRO)012,447+12,4470270.04%+27
CHEGG INC022,577+22,5770270.04%+27
ENERGY VAULT HOLDINGS INC036,541+36,5410260.04%+26
ROADZEN INC026,104+26,1040260.04%+26
FANGDD NETWORK GROUP LTD011,826+11,8260250.04%+25
WHEELS UP EXPERIENCE INC022,502+22,5020240.04%+24
AMERICAN BATTERY TECHNOLOGY014,717+14,7170240.04%+24
OUTLOOK THERAPEUTICS INC014,860+14,8600240.04%+24
CIBUS INC016,642+16,6420230.04%+23
VERA BRADLEY INC010,212+10,2120230.04%+23
ORION PROPERTIES INC010,506+10,5060220.04%+22
FATHOM HOLDINGS INC017,460+17,4600220.03%+22
CBL INTL LTD023,256+23,2560210.03%+21
CARIBOU BIOSCIENCES INC016,306+16,3060210.03%+21
CARDLYTICS INC012,105+12,1050200.03%+20
QUANTUM SI INC010,100+10,1000200.03%+20
DEVVSTREAM CORP053,702+53,7020190.03%+19
LIGHTWAVE LOGIC INC(LWLG)015,038+15,0380190.03%+19
INNO HOLDINGS INC013,298+13,2980180.03%+18
METAGENOMI INC012,198+12,1980180.03%+18
SES AI CORPORATION020,006+20,0060180.03%+18
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