Sebold Capital Management, Inc.

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001972836

Type: FundHoldings: 73Value: $152.1MLatest: 2025Q1

Sebold Capital Management, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 73 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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:

Search and click to pin securities to the top

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46137V357

RSP|46137V357

Shares:151.2K

Value:$26.2M

% of Portfolio:17.2% ($26.2M/$152.1M)

922908629

VO|922908629

Shares:43.3K

Value:$11.2M

% of Portfolio:7.4% ($11.2M/$152.1M)

921908844

VIG|921908844

Shares:55.6K

Value:$10.8M

% of Portfolio:7.1% ($10.8M/$152.1M)

808524730

Shares:261.1K

Value:$8.0M

% of Portfolio:5.3% ($8.0M/$152.1M)

921943858

VEA|921943858

Shares:132.6K

Value:$6.7M

% of Portfolio:4.4% ($6.7M/$152.1M)

33739Q408

Shares:83.5K

Value:$5.0M

% of Portfolio:3.3% ($5.0M/$152.1M)

92204A702

VGT|92204A702

Shares:9.1K

Value:$4.9M

% of Portfolio:3.2% ($4.9M/$152.1M)

921932828

Shares:46.4K

Value:$4.5M

% of Portfolio:2.9% ($4.5M/$152.1M)

808524763

FNDA|808524763

Shares:158.0K

Value:$4.3M

% of Portfolio:2.8% ($4.3M/$152.1M)

92189F437

Shares:149.3K

Value:$4.3M

% of Portfolio:2.8% ($4.3M/$152.1M)

921937835

BND|921937835

Shares:58.2K

Value:$4.3M

% of Portfolio:2.8% ($4.3M/$152.1M)

464287507

IJH|464287507

Shares:70.8K

Value:$4.1M

% of Portfolio:2.7% ($4.1M/$152.1M)

808524771

FNDX|808524771

Shares:166.6K

Value:$3.9M

% of Portfolio:2.6% ($3.9M/$152.1M)

23908L207

Shares:79.1K

Value:$3.3M

% of Portfolio:2.2% ($3.3M/$152.1M)

464287804

IJR|464287804

Shares:31.2K

Value:$3.3M

% of Portfolio:2.1% ($3.3M/$152.1M)

808524755

FNDF|808524755

Shares:86.4K

Value:$3.1M

% of Portfolio:2.1% ($3.1M/$152.1M)

19762B202

Shares:104.0K

Value:$3.1M

% of Portfolio:2.0% ($3.1M/$152.1M)

33739N108

Shares:54.0K

Value:$2.7M

% of Portfolio:1.8% ($2.7M/$152.1M)

01989A209

Shares:108.3K

Value:$2.7M

% of Portfolio:1.8% ($2.7M/$152.1M)

23908L405

Shares:103.4K

Value:$2.4M

% of Portfolio:1.6% ($2.4M/$152.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(RSPcusip46137V357)	151.2K	QoQ -4.21% (-6.6K) YoY -8.88% (-14.7K)	All Managers (Combined)	$26.2M	17.2% ($26.2M/$152.1M)	QoQ -5.30% (-$1.5M) YoY -6.80% (-$1.9M)
(VOcusip922908629)	43.3K	QoQ +8.21% (+3.3K) YoY +3.56% (+1.5K)	All Managers (Combined)	$11.2M	7.4% ($11.2M/$152.1M)	QoQ +5.95% (+$629.1K) YoY +7.19% (+$751.1K)
(VIGcusip921908844)	55.6K	QoQ +4.80% (+2.5K) YoY +0.82% (+456)	All Managers (Combined)	$10.8M	7.1% ($10.8M/$152.1M)	QoQ +3.81% (+$396.6K) YoY +7.10% (+$715.8K)
(cusip808524730)✕	261.1K	QoQ +1.66% (+4.3K) YoY +3.64% (+9.2K)	All Managers (Combined)	$8.0M	5.3% ($8.0M/$152.1M)	QoQ +7.78% (+$580.9K) YoY +14.99% (+$1.0M)
(VEAcusip921943858)	132.6K	QoQ +5.70% (+7.2K) YoY +6.99% (+8.7K)	All Managers (Combined)	$6.7M	4.4% ($6.7M/$152.1M)	QoQ +12.35% (+$741.5K) YoY +8.40% (+$522.6K)
(cusip33739Q408)✕	83.5K	QoQ -7.83% (-7.1K) YoY +0.15% (+130)	All Managers (Combined)	$5.0M	3.3% ($5.0M/$152.1M)	QoQ -7.73% (-$418.6K) YoY +0.52% (+$26.1K)
(VGTcusip92204A702)	9.1K	QoQ -3.73% (-353) YoY -21.70% (-2.5K)	All Managers (Combined)	$4.9M	3.2% ($4.9M/$152.1M)	QoQ -16.02% (-$943.0K) YoY -19.01% (-$1.2M)
(cusip921932828)✕	46.4K	QoQ +3.98% (-1.8K) YoY -24.23% (-14.8K)	All Managers (Combined)	$4.5M	2.9% ($4.5M/$152.1M)	QoQ -5.35% (-$253.5K) YoY -27.95% (-$1.7M)
(FNDAcusip808524763)	158.0K	QoQ +5.03% (-7.6K) YoY +121.27% (+86.6K)	All Managers (Combined)	$4.3M	2.8% ($4.3M/$152.1M)	QoQ -3.13% (-$140.0K) YoY +6.27% (+$255.4K)
(cusip92189F437)✕	149.3K	QoQ +28.86% (+33.4K) YoY +80.78% (+66.7K)	All Managers (Combined)	$4.3M	2.8% ($4.3M/$152.1M)	QoQ +29.71% (+$987.2K) YoY +79.78% (+$1.9M)
(BNDcusip921937835)	58.2K	QoQ +10.47% (+5.5K) YoY +21.33% (+10.2K)	All Managers (Combined)	$4.3M	2.8% ($4.3M/$152.1M)	QoQ +12.83% (+$486.1K) YoY +22.70% (+$790.6K)
(IJHcusip464287507)	70.8K	QoQ -1.32% (-953) YoY -10.04% (-7.9K)	All Managers (Combined)	$4.1M	2.7% ($4.1M/$152.1M)	QoQ -7.59% (-$339.7K) YoY -13.57% (-$649.1K)
(FNDXcusip808524771)	166.6K	QoQ +2.29% (+3.7K) YoY +180.77% (-107.3K)	All Managers (Combined)	$3.9M	2.6% ($3.9M/$152.1M)	QoQ +1.99% (+$76.9K) YoY -1.63% (-$65.3K)
(cusip23908L207)✕	79.1K	QoQ -11.99% (-10.8K) YoY -20.94% (-21.0K)	All Managers (Combined)	$3.3M	2.2% ($3.3M/$152.1M)	QoQ -11.55% (-$437.7K) YoY -17.12% (-$692.3K)
(IJRcusip464287804)	31.2K	QoQ -0.50% (-158) YoY -12.89% (-4.6K)	All Managers (Combined)	$3.3M	2.1% ($3.3M/$152.1M)	QoQ -9.70% (-$350.8K) YoY -17.58% (-$696.8K)
(FNDFcusip808524755)	86.4K	QoQ +4.84% (+4.0K) YoY +45.01% (+26.8K)	All Managers (Combined)	$3.1M	2.1% ($3.1M/$152.1M)	QoQ +14.09% (+$385.7K) YoY +47.17% (+$1.0M)
(cusip19762B202)✕	104.0K	QoQ +6.70% (+6.5K) YoY +11.42% (+10.7K)	All Managers (Combined)	$3.1M	2.0% ($3.1M/$152.1M)	QoQ +6.46% (+$186.6K) YoY +5.81% (+$168.9K)
(cusip33739N108)✕	54.0K	QoQ +3.41% (+1.8K) YoY +56.36% (+19.5K)	All Managers (Combined)	$2.7M	1.8% ($2.7M/$152.1M)	QoQ +2.22% (+$59.3K) YoY +53.50% (+$949.7K)
(cusip01989A209)✕	108.3K	QoQ NEW(+108.3K) YoY NEW(+108.3K)	All Managers (Combined)	$2.7M	1.8% ($2.7M/$152.1M)	QoQ NEW(+$2.7M) YoY NEW(+$2.7M)
(cusip23908L405)✕	103.4K	QoQ -10.43% (-12.0K) YoY -10.33% (-11.9K)	All Managers (Combined)	$2.4M	1.6% ($2.4M/$152.1M)	QoQ -5.22% (-$131.7K) YoY +7.42% (-$165.1K)