Joey Foxhall

@Ground Swell Capital, Llc

Latest period2024 - Q3

Reported2mo 21d ago

Managed Assets$113.7M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
MUSAMurphy Usa Inc Recent Activity New Position	0.26%	$288,329 585 shares@ $492.88 avg price	New Position
CRLCharles Riv Labs Intl Inc Recent Activity New Position	0.25%	$283,243 1,438 shares@ $196.98 avg price	New Position
BABoeing Co Recent Activity New Position	0.25%	$274,736 1,807 shares@ $152.04 avg price	New Position
KMBKimberly-clark Corp Recent Activity New Position	0.24%	$272,751 1,917 shares@ $142.29 avg price	New Position
DDMProshares Tr Recent Activity New Position	0.24%	$272,499 2,851 shares@ $95.59 avg price	New Position
PNWPinnacle West Cap Corp Recent Activity New Position	0.24%	$266,922 3,013 shares@ $88.6 avg price	New Position
URTHIshares Inc Recent Activity New Position	0.24%	$263,452 1,679 shares@ $156.92 avg price	New Position
LLYEli Lilly & Co Recent Activity New Position	0.23%	$259,580 293 shares@ $885.94 avg price	New Position
AMZNAmazon Com Inc Recent Activity New Position	0.23%	$258,253 1,386 shares@ $186.33 avg price	New Position
MNSTMonster Beverage Corp New Recent Activity New Position	0.23%	$257,981 4,945 shares@ $52.18 avg price	New Position