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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
CPTCamden Ppty Tr
Recent Activity
Exited
0%
$305,181
2,797 shares@ $109.12 avg price
IXJIshares Tr
Recent Activity
Exited
0%
$299,038
3,221 shares@ $92.85 avg price
TXNTexas Instrs Inc
Recent Activity
Exited
0%
$289,072
1,486 shares@ $194.54 avg price
MTDMettler Toledo International
Recent Activity
Exited
0%
$287,904
206 shares@ $1397.6 avg price
NWSNews Corp New
Recent Activity
Exited
0%
$277,768
9,784 shares@ $28.4 avg price
CBChubb Limited
Recent Activity
Exited
0%
$277,272
1,087 shares@ $255.09 avg price
ALGNAlign Technology Inc
Recent Activity
Exited
0%
$276,437
1,145 shares@ $241.43 avg price
PODDInsulet Corp
Recent Activity
Exited
0%
$271,017
1,343 shares@ $201.8 avg price
GHGuardant Health Inc
Recent Activity
Exited
0%
$270,028
9,350 shares@ $28.88 avg price
CSGPCostar Group Inc
Recent Activity
Exited
0%
$268,461
3,621 shares@ $74.15 avg price