Sebold-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "FNDF",
  "FNDA",
  null,
  null,
  null,
  null,
  "AVGO",
  null,
  "COF",
  null,
  null,
  null,
  null,
  null,
  "AMAT",
  "META",
  null,
  "IJH",
  "GE",
  null,
  "IJR",
  null,
  "IVV",
  "SPY",
  "INTC",
  "PLTR",
  "DGX",
  "FNDX",
  null,
  "IEFA",
  null,
  "SCHX",
  null,
  null,
  null,
  "SPLG",
  "CI",
  "VO",
  "SCVL",
  null,
  "IWV",
  "VIG",
  null,
  null,
  null,
  null,
  null,
  "SGOL",
  null,
  null,
  "AMZN",
  "VEU",
  "VGT",
  "USB",
  "VEA",
  null,
  "BNDX",
  "BND",
  "VBR",
  "BSV",
  "VTRS",
  "WFC",
  "OC",
  "MKL",
  "MGM",
  null,
  "CME",
  "RSP",
  "MDY",
  "GOOG",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 73
Total Value: 152130577
Accession Number: 0001754960-25-000251
Form Type: 13F-HR
CIK: sebold-capital-management
Manager Name: Sebold-Capital-Management

Data Enrichment

62% identified

45 identified28 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

73 positions • $152.1M total value

SEC FilingSEC DataHachi Filing

Manager:

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81369Y852

Shares:2.8K

Value:$273.8K

% of Portfolio:0.2% ($273.8K/$152.1M)

81369Y704

Shares:2.1K

Value:$273.8K

% of Portfolio:0.2% ($273.8K/$152.1M)

US BANCORP \DE\

USB|902973304

Shares:6.3K

Value:$267.5K

% of Portfolio:0.2% ($267.5K/$152.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.1K

Value:$266.0K

% of Portfolio:0.2% ($266.0K/$152.1M)

QUEST DIAGNOSTICS INC

DGX|74834L100

Shares:1.5K

Value:$259.4K

% of Portfolio:0.2% ($259.4K/$152.1M)

464287689

IWV|464287689

Shares:802

Value:$254.7K

% of Portfolio:0.2% ($254.7K/$152.1M)

INTEL CORP

INTC|458140100

Shares:11.1K

Value:$252.2K

% of Portfolio:0.2% ($252.2K/$152.1M)

81369Y209

Shares:1.7K

Value:$247.8K

% of Portfolio:0.2% ($247.8K/$152.1M)

46137V282

Shares:7.0K

Value:$238.3K

% of Portfolio:0.2% ($238.3K/$152.1M)

921937827

BSV|921937827

Shares:3.0K

Value:$236.3K

% of Portfolio:0.2% ($236.3K/$152.1M)

Owens Corning

OC|690742101

Shares:1.6K

Value:$230.8K

% of Portfolio:0.2% ($230.8K/$152.1M)

81369Y407

Shares:1.2K

Value:$228.9K

% of Portfolio:0.2% ($228.9K/$152.1M)

922908769

VTI|922908769

Shares:830

Value:$228.1K

% of Portfolio:0.1% ($228.1K/$152.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip81369Y852)✕	2.8K	QoQ -2.43% (-71) YoY NEW(+2.8K)	All Managers (Combined)	$273.8K	0.2% ($273.8K/$152.1M)	QoQ -2.80% (-$7.9K) YoY NEW(+$273.8K)
(cusip81369Y704)✕	2.1K	QoQ -0.80% (-17) YoY -14.63% (-358)	All Managers (Combined)	$273.8K	0.2% ($273.8K/$152.1M)	QoQ -1.32% (-$3.7K) YoY -11.16% (-$34.4K)
US BANCORP \DE\(USBcusip902973304)	6.3K	QoQ +7.08% (-419) YoY -31.28% (-2.9K)	All Managers (Combined)	$267.5K	0.2% ($267.5K/$152.1M)	QoQ -5.47% (-$15.5K) YoY -35.09% (-$144.6K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.1K	QoQ -15.90% (-205) YoY -28.21% (-426)	All Managers (Combined)	$266.0K	0.2% ($266.0K/$152.1M)	QoQ -13.90% (-$43.0K) YoY -12.07% (-$36.5K)
QUEST DIAGNOSTICS INC(DGXcusip74834L100)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$259.4K	0.2% ($259.4K/$152.1M)	QoQ NEW(+$259.4K) YoY NEW(+$259.4K)
(IWVcusip464287689)	802	QoQ 0.00% (-0) YoY -29.33% (-333)	All Managers (Combined)	$254.7K	0.2% ($254.7K/$152.1M)	QoQ -4.96% (-$13.3K) YoY -25.20% (-$85.8K)
INTEL CORP(INTCcusip458140100)	11.1K	QoQ NEW(+11.1K) YoY +23.55% (-2.1K)	All Managers (Combined)	$252.2K	0.2% ($252.2K/$152.1M)	QoQ NEW(+$252.2K) YoY -36.47% (-$144.8K)
(cusip81369Y209)✕	1.7K	QoQ 0.00% (+0) YoY -14.72% (-293)	All Managers (Combined)	$247.8K	0.2% ($247.8K/$152.1M)	QoQ +6.13% (+$14.3K) YoY -15.71% (-$46.2K)
(cusip46137V282)✕	7.0K	QoQ +3.13% (-212) YoY NEW(+7.0K)	All Managers (Combined)	$238.3K	0.2% ($238.3K/$152.1M)	QoQ -5.73% (-$14.5K) YoY NEW(+$238.3K)
(BSVcusip921937827)	3.0K	QoQ 0.00% (+0) YoY NEW(+3.0K)	All Managers (Combined)	$236.3K	0.2% ($236.3K/$152.1M)	QoQ +1.30% (+$3.0K) YoY NEW(+$236.3K)
Owens Corning(OCcusip690742101)	1.6K	QoQ +37.06% (+437) YoY NEW(+1.6K)	All Managers (Combined)	$230.8K	0.2% ($230.8K/$152.1M)	QoQ +14.93% (+$30.0K) YoY NEW(+$230.8K)
(cusip81369Y407)✕	1.2K	QoQ -1.61% (-19) YoY -10.84% (-141)	All Managers (Combined)	$228.9K	0.2% ($228.9K/$152.1M)	QoQ -13.40% (-$35.4K) YoY -4.26% (-$10.2K)
(VTIcusip922908769)	830	QoQ NEW(+830) YoY NEW(+830)	All Managers (Combined)	$228.1K	0.1% ($228.1K/$152.1M)	QoQ NEW(+$228.1K) YoY NEW(+$228.1K)