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Joey Foxhall

@Ground Swell Capital, Llc

Latest period2024 - Q3ReportedManaged Assets$113.7MTotal holdings149
Assets growth rate-11.99%Assets growth rate (2-Q avg)2.62%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ground Swell Capital, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 149 positions.

Assets under management

The assets under management (AUM) of Ground Swell Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 113.7M in assets, with a quarterly growth rate of -11.99% and a 2-quarter average growth rate of 2.62%. The portfolio is managed by Joey Foxhall, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XOPSpdr Ser Tr
Recent Activity
Exited
0%
$933,917
6,420 shares@ $145.47 avg price
AXONAxon Enterprise Inc
Recent Activity
Exited
0%
$727,950
2,474 shares@ $294.25 avg price
WDAYWorkday Inc
Recent Activity
Exited
0%
$721,428
3,227 shares@ $223.56 avg price
CARTMaplebear Inc
Recent Activity
Exited
0%
$617,249
19,205 shares@ $32.15 avg price
VRSKVerisk Analytics Inc
Recent Activity
Exited
0%
$607,566
2,254 shares@ $269.56 avg price
INTUIntuit
Recent Activity
Exited
0%
$598,718
911 shares@ $657.21 avg price
LULULululemon Athletica Inc
Recent Activity
Exited
0%
$576,192
1,929 shares@ $298.7 avg price
MANHManhattan Associates Inc
Recent Activity
Exited
0%
$548,863
2,225 shares@ $246.68 avg price
FWONKLiberty Media Corp Del
Recent Activity
Exited
0%
$542,320
7,549 shares@ $71.84 avg price
ALABAstera Labs Inc
Recent Activity
Exited
0%
$524,198
8,663 shares@ $60.51 avg price