Ground Swell Capital Portfolio Analysis: Q2 2026 Focus on US Equities
This analysis examines Ground Swell Capital's portfolio holdings as of June 30, 2026. The investment firm maintains a significant allocation in broad-based index funds (IVV) and international small-cap stocks (IWM), while also highlighting investments in specific sectors like Technology.
Ground Swell Capital continues to demonstrate its focus on US equities as of the second quarter ending June 30, 2026. The fund's portfolio shows a strong emphasis on broad-based index funds and international small-cap stocks.
Persistent Core Holdings
ISHARES TR (IVV) remains Ground Swell Capital's largest position in the Q2 2026 filing, representing approximately $34.1 million or 36.88% of the total portfolio value.
Complementing this significant allocation is ISHAES TR (IWM), valued at around $11.97 million (12.93%). Both IVV and IWM show a 100% increase in shares from their prior period positions, indicating strong confidence or continued accumulation in these core holdings.
Significant Sector Additions
The portfolio analysis reveals notable purchases within the Technology sector during Q2. ASML HLDG NV (ASML) is a standout addition, valued at $3.29 million (3.55%) in this filing.
- ASML: This position appears to be a significant new holding, as the share increase is noted at 100% from prior period.
- ENTEGRIS INC (ENTG): With $1.26 million (1.36%) invested, this is another Technology holding showing a substantial increase in shares.
- MARVELL TECHNOLOGY INC (MRVL): Valued at $1.14 million (1.23%) and also showing a full share increase.
- LUMENTUM HLDGS INC (LITE): A Technology holding at $947,298 (1.02%) with a full share increase.
- MKS INC. (MKSI): Another Technology holding showing a full share increase, though its allocation is smaller at $619,162 (0.67%).
New Position and Minor Adjustments
A particularly noteworthy addition to the portfolio this quarter was LUCKY STRIKE ENTERTAINMENT C (BOWL), valued at $2.28 million (0.73%). This position shows a 100% increase in shares, suggesting it was initiated this quarter.
In contrast to the Technology additions, there appears to be no disclosed activity for other sectors like Consumer Defensive or Healthcare based on the provided data points.
Recent Changes and Minor Activity
The filing also includes several holdings that were either newly added or saw minor changes this quarter:
- SELECTQUOTE INC (SLQT): A new position with a value of $74,776 (0.08%) and full share increase.
- GETTY IMAGES HOLDINGS INC (GETY): A new position valued at $57,935 (0.06%) and full share increase.
- FRANKLIN STR PPTYS CORP (FSP): A new position valued at $31,236 (0.03%) and full share increase.
- LUMENT FINANCE TRUST INC (LFT): A new position valued at $46,295 (0.05%) and full share increase.
- MYOMO INC (MYO): Showed a small change in allocation but was initiated with a value of $36,269 (0.04%).
- NERDY INC (NRDY): A Technology holding showing a full share increase with very small allocation.
The portfolio analysis indicates that Ground Swell Capital has maintained its core holdings while strategically adding positions in specific sectors and broad index funds during Q2 2026. For more detailed information, please visit the Ground Swell Capital profile on Insiderset.