test

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
PGProcter And Gamble Co
Recent Activity
New Position
0.35%
$395,242
2,282 shares@ $173.2 avg price
SPEMSpdr Index Shs Fds
Recent Activity
New Position
0.35%
$387,908
9,397 shares@ $41.28 avg price
NVONovo-nordisk A S
Recent Activity
New Position
0.34%
$376,737
3,164 shares@ $119.07 avg price
ARMArm Holdings Plc
Recent Activity
New Position
0.34%
$376,116
2,630 shares@ $143.01 avg price
MAMastercard Incorporated
Recent Activity
New Position
0.31%
$346,154
701 shares@ $493.81 avg price
GSGoldman Sachs Group Inc
Recent Activity
New Position
0.29%
$326,277
659 shares@ $495.11 avg price
SNOWSnowflake Inc
Recent Activity
New Position
0.29%
$325,513
2,834 shares@ $114.86 avg price
URNMSprott Fds Tr
Recent Activity
New Position
0.29%
$318,958
6,952 shares@ $45.89 avg price
AVYAvery Dennison Corp
Recent Activity
New Position
0.28%
$311,934
1,413 shares@ $220.77 avg price
DELLDell Technologies Inc
Recent Activity
New Position
0.27%
$299,788
2,529 shares@ $118.55 avg price