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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
AMPAmeriprise Finl Inc
Recent Activity
Exited
0%
$223,420
523 shares@ $427.19 avg price
SMSm Energy Co
Recent Activity
Exited
0%
$221,338
5,120 shares@ $43.24 avg price
BURLBurlington Stores Inc
Recent Activity
Exited
0%
$221,040
921 shares@ $240.0 avg price
EXASExact Sciences Corp
Recent Activity
Exited
0%
$219,911
5,205 shares@ $42.25 avg price
RSReliance Inc
Recent Activity
Exited
0%
$207,631
727 shares@ $285.6 avg price
NLYAnnaly Capital Management In
Recent Activity
Exited
0%
$205,505
10,782 shares@ $19.07 avg price
VEEVVeeva Sys Inc
Recent Activity
Exited
0%
$200,945
1,098 shares@ $183.02 avg price
CVXChevron Corp New
Recent Activity
Exited
0%
$200,218
1,280 shares@ $156.43 avg price
ARHSArhaus Inc
Recent Activity
Exited
0%
$183,477
10,831 shares@ $16.94 avg price
RIGLRigel Pharmaceuticals Inc
Recent Activity
Exited
0%
$140,513
17,094 shares@ $8.23 avg price