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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
ECLEcolab Inc
Recent Activity
New Position
0.22%
$239,755
939 shares@ $255.34 avg price
CTSHCognizant Technology Solutio
Recent Activity
New Position
0.21%
$238,255
3,087 shares@ $77.19 avg price
MMYTMakemytrip Limited Mauritius
Recent Activity
New Position
0.21%
$231,910
2,495 shares@ $92.95 avg price
LILi Auto Inc
Recent Activity
New Position
0.21%
$231,260
9,016 shares@ $25.65 avg price
RWJInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.2%
$224,528
4,912 shares@ $45.72 avg price
URBNUrban Outfitters Inc
Recent Activity
New Position
0.2%
$223,041
5,822 shares@ $38.32 avg price
IBKRInteractive Brokers Group In
Recent Activity
New Position
0.2%
$222,279
1,595 shares@ $139.36 avg price
BF.BBrown Forman Corp
Recent Activity
New Position
0.2%
$221,941
4,511 shares@ $49.2 avg price
CQQQInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.2%
$221,224
5,363 shares@ $41.26 avg price
ALLEAllegion Plc
Recent Activity
New Position
0.2%
$220,942
1,516 shares@ $145.75 avg price