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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
AEPAmerican Elec Pwr Co Inc
Recent Activity
Exited
0%
$504,593
5,751 shares@ $87.75 avg price
BATRKLiberty Media Corp Del
Recent Activity
Exited
0%
$484,598
21,878 shares@ $22.16 avg price
SOXSDirexion Shs Etf Tr
Recent Activity
Exited
0%
$483,402
21,314 shares@ $22.69 avg price
CPRTCopart Inc
Recent Activity
Exited
0%
$478,612
8,837 shares@ $54.17 avg price
VNOMViper Energy Inc
Recent Activity
Exited
0%
$469,913
12,521 shares@ $37.53 avg price
PCTYPaylocity Hldg Corp
Recent Activity
Exited
0%
$463,848
3,518 shares@ $131.85 avg price
TTDThe Trade Desk Inc
Recent Activity
Exited
0%
$422,813
4,329 shares@ $97.67 avg price
VRSNVerisign Inc
Recent Activity
Exited
0%
$421,208
2,369 shares@ $177.8 avg price
ROSTRoss Stores Inc
Recent Activity
Exited
0%
$412,999
2,842 shares@ $145.32 avg price
EURLDirexion Shs Etf Tr
Recent Activity
Exited
0%
$392,403
15,510 shares@ $25.3 avg price