StockDriftsStockDriftsTop 50 Ground Swell Capital, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 36.88% | 45.6K | $34.1M | new | $691.91(+12.58%) | 2026-06-30 | |
| IWM | ISHARES TR | 12.93% | 39.8K | $12.0M | new | $220.42(+37.81%) | 2026-06-30 | |
| ASML | ASML HLDG NV | 3.55% | 1.7K | $3.3M | new | $1268.01(+47.30%) | 2026-06-30 | |
| ENTG | ENTEGRIS INC | 1.36% | 7.0K | $1.3M | +71.56%(+2.92K) | $114.86(+33.78%) | 2026-06-30 | |
| MRVL | MARVELL TECHNOLOGY INC | 1.23% | 3.8K | $1.1M | new | $86.01(+172.69%) | 2026-06-30 | |
| LITE | LUMENTUM HLDGS INC | 1.02% | 1.1K | $947K | new | $756.42(+25.30%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 0.9% | 12.2K | $831K | new | $62.22(+12.77%) | 2026-06-30 | |
| IWD | ISHARES TR | 0.9% | 3.4K | $829K | new | $214.78(+19.81%) | 2026-06-30 | |
| TSLA | TESLA INC | 0.73% | 1.6K | $674K | +4.98%(+76) | $443.43(-23.19%) | 2026-06-30 | |
| MKSI | MKS INC. | 0.67% | 1.4K | $619K | new | $327.63(-7.57%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.59% | +50.47% | +6.84% | +39.23% |
| Top 20 Holdings Unweighted | +20.56% | +75.21% | +10.48% | +64.63% |
Ground Swell Capital, LLC reports $92.58M in US-listed equity holdings across 145 positions in its most recent 13F filing. Its largest disclosed positions are IVV (36.9%), IWM (12.9%) and ASML (3.5%). The top 20 holdings account for 65.62% of reported assets. Its disclosed equity book has returned +50.47% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ground Swell Capital, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1534450). View Ground Swell Capital, LLC’s 13F filings on SEC