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
GWREGuidewire Software Inc
Recent Activity
Exited
0%
$267,782
1,942 shares@ $137.89 avg price
VYMVanguard Whitehall Fds
Recent Activity
Exited
0%
$266,138
2,244 shares@ $118.6 avg price
EEFTEuronet Worldwide Inc
Recent Activity
Exited
0%
$259,889
2,511 shares@ $103.51 avg price
MRKMerck & Co Inc
Recent Activity
Exited
0%
$256,885
2,075 shares@ $123.8 avg price
HASHasbro Inc
Recent Activity
Exited
0%
$250,907
4,289 shares@ $58.51 avg price
IGLBIshares Tr
Recent Activity
Exited
0%
$245,096
4,898 shares@ $50.05 avg price
CCOICogent Communications Hldgs
Recent Activity
Exited
0%
$241,168
4,273 shares@ $56.44 avg price
NDSNNordson Corp
Recent Activity
Exited
0%
$240,290
1,036 shares@ $231.95 avg price
MTSIMacom Tech Solutions Hldgs I
Recent Activity
Exited
0%
$224,612
2,015 shares@ $111.47 avg price
IWPIshares Tr
Recent Activity
Exited
0%
$224,562
2,035 shares@ $110.35 avg price