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Sebold Capital Management, Inc.

Diversified strategyLong-term holderQuality / disciplined sizing

Total reported value

$162.3M

Reporting period: 2025-06-30 · Number of holdings: 78

Sebold Capital Management, Inc. disclosed 78 holdings in its latest 13F filing for the period ending 2025-06-30, with total reported value of $162.3M and a quarterly turnover rate of 0.0%.

Personality snowflake

Concentration
21.91
Portfolio Stability
0
Momentum/Contrarian
50
Sector conviction
63.81
Diversification
100
Sizing Uniformity
81.79

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1RSPInvesco S&p 500 Equal WeightETF-Large Cap & Growth16.70%—-1.33%
2VOVanguard Mid-cap ETFETF-Other7.56%—+1.39%
3VIGVanguard Dividend Apprec ETFETF-Other7.37%—+5.09%
4FNDESchwab Fndmntl Em Mrk Eq ETFETF-Other5.62%—+5.93%
5VEAVanguard Ftse Developed ETFETF-Other4.66%—-0.04%
6VGTVanguard Info Tech ETFETF-Tech3.54%—-4.85%
7BNDVanguard Total Bond MarketETF-Other2.94%—+11.27%
8FNDASchwab Fndmntl US Sm Co ETFETF-Other2.86%—+2.63%
9IJHIshares Core S&p Midcap ETFETF-Other2.69%—-0.48%
10VIOOVanguard S&p Small-cap 600 EETF-Other2.64%—-8.59%
11ANGLVaneck Fallen Angel High YldETF-Other2.64%—-2.02%
12FNDXSchwab Fndmntl US Lrg Co ETFETF-Other2.58%—+2.29%
13FTSMFirst Trust Enh Short Mat FdETF-Other2.41%—-21.61%
14APLUAllspring Core Plus ETFETF-Other2.32%—+39.68%
15DUSADavis Select US Equity ETFETF-Other2.26%—+0.26%
16XCEMColumbia Em Core Ex-chinaETF-Emerging Markets2.10%—-4.27%
17IJRIshares Core S&p Small-cap EETF-Small Cap2.08%—-0.97%
18FNDFSchwab Fndmn Intl Lrg Co ETFETF-Other2.03%—-4.69%
19DINTDavis Select InternationalETF-Other1.62%—-1.41%
20JAAAJanus Henderson Aaa Clo ETFETF-Other1.45%—+19.45%
21BNDXVanguard Total Intl Bond ETFETF-Other1.31%—-11.58%
22SCHXSchwab US Large-cap ETFETF-Other1.13%—-6.20%
23IVVIshares Core S&p 500 ETFETF-Large Cap & Growth1.10%—+0.38%
24SHMSs Spdr N Ice St Muni ETFETF-Other1.00%—-3.23%
25SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.84%—+0.77%
26FMBFirst Trust Managed MunicipaETF-Other0.80%—-51.61%
27METAMeta Platforms Inc-class AStock-Comm Services0.73%—+2.56%
28COFCapital One Financial CORPStock-Financials0.70%—+1.75%
29SCHESchwab Emrg Mrkts Eqty ETFETF-Other0.69%—-2.14%
30MDYState Street Spdr S&p MidcapETF-Other0.68%—+10.15%
31JBBBJanus Henderson B-bbb Clo EtETF-Other0.68%—+14.88%
32SPYMSte Str Spdr Pt S&p 500 ETFETF-Large Cap & Growth0.61%—-16.83%
33HYDVaneck High Yield Muni ETFETF-High Yield0.58%——
34OAKMOakmark US Large Cap ETFETF-Large Cap & Growth0.51%—+18.78%
35PLTRPalantir Technologies Inc-aStock-Tech0.50%—-8.49%
36AMZNAmazon.com INCStock-Consumer Disc0.50%—+3.87%
37HYMBSs Spdr N Ice Hy Muni ETFETF-Other0.49%—-59.72%
38VEUVanguard Ftse All-world Ex-uETF-Other0.41%——
39WFCWells Fargo & CoStock-Financials0.40%—+0.70%
40FEXFirst Trust Large Cap Core AETF-Large Cap & Growth0.37%—+13.18%
41IEFAIshares Core Msci Eafe ETFETF-Other0.33%—-1.40%
42MKLMarkel Group INCStock-Financials0.32%—-2.97%
43SPHQInvesco S&p 500 Quality ETFETF-Large Cap & Growth0.31%——
44GOOGAlphabet Inc-cl CStock-Comm Services0.31%—+9.65%
45GEGeneral ElectricStock-Industrials0.30%—+1.54%
46VBRVanguard Small-cap Value ETFETF-Other0.28%—-5.03%
47RSPFInvesco S&p 500 Equal WeightETF-Large Cap & Growth0.28%—+0.07%
48AVGOBroadcom INCStock-Tech0.25%—-13.95%
49XLFSs Financial Select SectorETF-Other0.25%——
50SHOEShoe Station Group INCStock-Other0.25%——
1–50 of 78

Holding changes this quarter

Position changes disclosed by Sebold Capital Management, Inc. for the quarter ending 2025-06-30, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction

FAQ

What is Sebold Capital Management, Inc. and what type of investor is it?
Sebold Capital Management, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2025-06-30), the firm manages a tracked equity portfolio valued at approximately $162.3M, spread across 78 disclosed positions.
What are Sebold Capital Management, Inc.'s largest equity positions?
Based on the latest 13F filing, Sebold Capital Management, Inc.'s top holdings by market value are: 1. Invesco S&p 500 Equal Weight (RSP) — $27.1M (16.7%) 2. Vanguard Mid-cap ETF (VO) — $12.3M (7.6%) 3. Vanguard Dividend Apprec ETF (VIG) — $12.0M (7.4%) 4. Schwab Fndmntl Em Mrk Eq ETF (FNDE) — $9.1M (5.6%) 5. Vanguard Ftse Developed ETF (VEA) — $7.6M (4.7%)
What changes did Sebold Capital Management, Inc. make in its most recent portfolio filing?
No notable portfolio changes were recorded for Sebold Capital Management, Inc. in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Sebold Capital Management, Inc. focus on?
Sebold Capital Management, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 30.8% • Information Technology: 22.2% • Communication Services: 21.4% • Consumer Discretionary: 10.3% • Health Care: 9.0% • Industrials: 6.3%