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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
TNDMTandem Diabetes Care Inc
Recent Activity
Exited
0%
$390,732
9,698 shares@ $40.29 avg price
VOEVanguard Index Fds
Recent Activity
Exited
0%
$389,915
2,592 shares@ $150.44 avg price
MIRMMirum Pharmaceuticals Inc
Recent Activity
Exited
0%
$368,568
10,780 shares@ $34.19 avg price
ADIAnalog Devices Inc
Recent Activity
Exited
0%
$346,955
1,520 shares@ $228.26 avg price
FANGDiamondback Energy Inc
Recent Activity
Exited
0%
$341,925
1,708 shares@ $200.2 avg price
MDLZMondelez Intl Inc
Recent Activity
Exited
0%
$339,045
5,181 shares@ $65.45 avg price
SPSBSpdr Ser Tr
Recent Activity
Exited
0%
$334,244
11,254 shares@ $29.71 avg price
PFGPrincipal Financial Group In
Recent Activity
Exited
0%
$332,706
4,241 shares@ $78.45 avg price
VCTRVictory Cap Hldgs Inc
Recent Activity
Exited
0%
$323,084
6,769 shares@ $47.73 avg price
XELXcel Energy Inc
Recent Activity
Exited
0%
$311,273
5,828 shares@ $53.41 avg price