Ground-Swell-Capital

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NWE",
  "APPF",
  "LTH",
  "QRVO",
  null,
  "ENTG",
  "NXE",
  "SABR",
  "MU",
  null,
  "ASML",
  "ASX",
  "RXRX",
  null,
  "TPIC",
  "QFIN",
  null,
  "FERG",
  "FCX",
  "OPTT",
  "ACET",
  null,
  null,
  "APO-PA",
  "AREC",
  null,
  null,
  "EVV",
  null,
  null,
  "AMAT",
  "IVVD",
  "LXEO",
  "MESA",
  null,
  null,
  "PAGS",
  "MYPS",
  "RLX",
  null,
  "VGZ",
  null,
  null,
  "AZTR",
  "CNSP",
  null,
  null,
  null,
  null,
  null,
  "PWR",
  "MRVL",
  "MA",
  "MDLZ",
  "ENPH",
  null,
  "FND",
  null,
  null,
  "HES",
  "PCAR",
  "BX",
  "IJR",
  "KKR",
  "PHM",
  "DOW",
  "UNH",
  "NVDA",
  "INTC",
  "MYND",
  "PSTG",
  "KEYS",
  "MSTR",
  "DGX",
  "PLRZ",
  "AMT",
  "RSG",
  "TXN",
  "PSTV",
  "SLDB",
  "MOB",
  null,
  null,
  "GREE",
  null,
  "PEV",
  "SPRB",
  "ONCY",
  "IWN",
  "GSK",
  "RDN",
  "GHC",
  null,
  "EA",
  "AMD",
  "DECK",
  null,
  "CUBI",
  "IMAB",
  "NSP",
  "CLF",
  null,
  "AMC",
  null,
  "KD",
  "PDD",
  "VEA",
  "VBK",
  "VB",
  "WWD",
  "WW",
  null,
  "XPO",
  "ZBRA",
  "DNN",
  null,
  "LVS",
  "NXPI",
  "LH",
  "KDP",
  "MGM",
  "ON",
  "PSX",
  "TCOM",
  "SNAP",
  "DIA",
  "SHAK",
  "SPOT",
  "ZION",
  "MELI",
  "ZBH",
  "SPYV",
  "UDR",
  "MKTX",
  "AZO",
  "BRK-B",
  null,
  "BG",
  "BWXT",
  "CASY",
  "CHD",
  "COIN",
  "FIX",
  "COO",
  "FANG",
  "DHC",
  "DOCU",
  "EWJ",
  "MCO",
  "NKE",
  "TSLA",
  "AWK",
  "APO",
  "MCHP",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 155
Total Value: 46478194
Accession Number: 0001420506-25-000998
Form Type: 13F-HR
CIK: ground-swell-capital
Manager Name: Ground-Swell-Capital

Data Enrichment

79% identified

122 identified33 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

155 positions • $46.5M total value

SEC FilingSEC DataHachi Filing

Manager:

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AUTOZONE INC

AZO|053332102

Shares:91

Value:$347.0K

% of Portfolio:0.7% ($347.0K/$46.5M)

46434V290

Shares:5.5K

Value:$342.3K

% of Portfolio:0.7% ($342.3K/$46.5M)

QUEST DIAGNOSTICS INC

DGX|74834L100

Shares:2.0K

Value:$340.1K

% of Portfolio:0.7% ($340.1K/$46.5M)

78464A599

Shares:2.1K

Value:$338.1K

% of Portfolio:0.7% ($338.1K/$46.5M)

CASEYS GENERAL STORES INC

CASY|147528103

Shares:778

Value:$337.7K

% of Portfolio:0.7% ($337.7K/$46.5M)

65339F713

Shares:8.1K

Value:$330.4K

% of Portfolio:0.7% ($330.4K/$46.5M)

ENTEGRIS INC

ENTG|29362U104

Shares:3.8K

Value:$330.1K

% of Portfolio:0.7% ($330.1K/$46.5M)

DOCUSIGN, INC.

DOCU|256163106

Shares:4.0K

Value:$323.3K

% of Portfolio:0.7% ($323.3K/$46.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:603

Value:$321.1K

% of Portfolio:0.7% ($321.1K/$46.5M)

MICROSTRATEGY Inc

MSTR|594972408

Shares:1.1K

Value:$314.5K

% of Portfolio:0.7% ($314.5K/$46.5M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:744

Value:$312.4K

% of Portfolio:0.7% ($312.4K/$46.5M)

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

ZION|989701107

Shares:6.3K

Value:$311.7K

% of Portfolio:0.7% ($311.7K/$46.5M)

HESS CORP

HES|42809H107

Shares:1.9K

Value:$302.0K

% of Portfolio:0.6% ($302.0K/$46.5M)

American Water Works Company, Inc.

AWK|030420103

Shares:2.0K

Value:$300.9K

% of Portfolio:0.6% ($300.9K/$46.5M)

Ferguson Enterprises Inc. /DE/

FERG|31488V107

Shares:1.9K

Value:$298.8K

% of Portfolio:0.6% ($298.8K/$46.5M)

Qifu Technology, Inc.

QFIN|88557W101

Shares:6.5K

Value:$292.3K

% of Portfolio:0.6% ($292.3K/$46.5M)

DOW INC.

DOW|260557103

Shares:8.4K

Value:$292.2K

% of Portfolio:0.6% ($292.2K/$46.5M)

RADIAN GROUP INC

RDN|750236101

Shares:8.8K

Value:$289.8K

% of Portfolio:0.6% ($289.8K/$46.5M)

464287804

IJR|464287804

Shares:2.8K

Value:$289.0K

% of Portfolio:0.6% ($289.0K/$46.5M)

92204A801

Shares:1.5K

Value:$288.5K

% of Portfolio:0.6% ($288.5K/$46.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AUTOZONE INC(AZOcusip053332102)	91	QoQ NEW(+91) YoY NEW(+91)	All Managers (Combined)	$347.0K	0.7% ($347.0K/$46.5M)	QoQ NEW(+$347.0K) YoY NEW(+$347.0K)
(cusip46434V290)✕	5.5K	QoQ NEW(+5.5K) YoY NEW(+5.5K)	All Managers (Combined)	$342.3K	0.7% ($342.3K/$46.5M)	QoQ NEW(+$342.3K) YoY NEW(+$342.3K)
QUEST DIAGNOSTICS INC(DGXcusip74834L100)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$340.1K	0.7% ($340.1K/$46.5M)	QoQ NEW(+$340.1K) YoY NEW(+$340.1K)
(cusip78464A599)✕	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$338.1K	0.7% ($338.1K/$46.5M)	QoQ NEW(+$338.1K) YoY NEW(+$338.1K)
CASEYS GENERAL STORES INC(CASYcusip147528103)	778	QoQ NEW(+778) YoY NEW(+778)	All Managers (Combined)	$337.7K	0.7% ($337.7K/$46.5M)	QoQ NEW(+$337.7K) YoY NEW(+$337.7K)
(cusip65339F713)✕	8.1K	QoQ NEW(+8.1K) YoY NEW(+8.1K)	All Managers (Combined)	$330.4K	0.7% ($330.4K/$46.5M)	QoQ NEW(+$330.4K) YoY NEW(+$330.4K)
ENTEGRIS INC(ENTGcusip29362U104)	3.8K	QoQ NEW(+3.8K) YoY NEW(+3.8K)	All Managers (Combined)	$330.1K	0.7% ($330.1K/$46.5M)	QoQ NEW(+$330.1K) YoY NEW(+$330.1K)
DOCUSIGN, INC.(DOCUcusip256163106)	4.0K	QoQ NEW(+4.0K) YoY NEW(+4.0K)	All Managers (Combined)	$323.3K	0.7% ($323.3K/$46.5M)	QoQ NEW(+$323.3K) YoY NEW(+$323.3K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	603	QoQ NEW(+603) YoY NEW(+603)	All Managers (Combined)	$321.1K	0.7% ($321.1K/$46.5M)	QoQ NEW(+$321.1K) YoY NEW(+$321.1K)
MICROSTRATEGY Inc(MSTRcusip594972408)	1.1K	QoQ -92.72% (-13.9K) YoY NEW(+1.1K)	All Managers (Combined)	$314.5K	0.7% ($314.5K/$46.5M)	QoQ -92.76% (-$4.0M) YoY NEW(+$314.5K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	744	QoQ NEW(+744) YoY NEW(+744)	All Managers (Combined)	$312.4K	0.7% ($312.4K/$46.5M)	QoQ NEW(+$312.4K) YoY NEW(+$312.4K)
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/(ZIONcusip989701107)	6.3K	QoQ NEW(+6.3K) YoY NEW(+6.3K)	All Managers (Combined)	$311.7K	0.7% ($311.7K/$46.5M)	QoQ NEW(+$311.7K) YoY NEW(+$311.7K)
HESS CORP(HEScusip42809H107)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$302.0K	0.6% ($302.0K/$46.5M)	QoQ NEW(+$302.0K) YoY NEW(+$302.0K)
American Water Works Company, Inc.(AWKcusip030420103)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$300.9K	0.6% ($300.9K/$46.5M)	QoQ NEW(+$300.9K) YoY NEW(+$300.9K)
Ferguson Enterprises Inc. /DE/(FERGcusip31488V107)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$298.8K	0.6% ($298.8K/$46.5M)	QoQ NEW(+$298.8K) YoY NEW(+$298.8K)
Qifu Technology, Inc.(QFINcusip88557W101)	6.5K	QoQ NEW(+6.5K) YoY NEW(+6.5K)	All Managers (Combined)	$292.3K	0.6% ($292.3K/$46.5M)	QoQ NEW(+$292.3K) YoY NEW(+$292.3K)
DOW INC.(DOWcusip260557103)	8.4K	QoQ NEW(+8.4K) YoY NEW(+8.4K)	All Managers (Combined)	$292.2K	0.6% ($292.2K/$46.5M)	QoQ NEW(+$292.2K) YoY NEW(+$292.2K)
RADIAN GROUP INC(RDNcusip750236101)	8.8K	QoQ NEW(+8.8K) YoY NEW(+8.8K)	All Managers (Combined)	$289.8K	0.6% ($289.8K/$46.5M)	QoQ NEW(+$289.8K) YoY NEW(+$289.8K)
(IJRcusip464287804)	2.8K	QoQ NEW(+2.8K) YoY -68.08% (-5.9K)	All Managers (Combined)	$289.0K	0.6% ($289.0K/$46.5M)	QoQ NEW(+$289.0K) YoY -69.80% (-$668.1K)
(cusip92204A801)✕	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$288.5K	0.6% ($288.5K/$46.5M)	QoQ NEW(+$288.5K) YoY NEW(+$288.5K)