Sebold Capital Management, Inc.

CIK 1972836 · View on SEC EDGAR ↗

Portfolio value
$162.3M
#7,136 of 9,443 by 13F value · top 75.6%
Positions
78
As of
June 30, 2025 Data as of Q2 2025

Portfolio value QoQ: +6.7% 13F does not disclose cash

Top 10 holdings weight
56.59%
Top 25 holdings weight
83.48%
Positions above 1%
24
Effective number of positions
18.3

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2025: 4.51% Est. buys $7,087,999 · sells $7,470,007

New positions
8
Increased
28
Decreased
36
Closed
3
On this page

Sector breakdown

Technology
1.1%
Financials
1.1%
Communication Services
1.0%
Financial Services
1.0%
Health Care
0.8%
Retail
0.7%
Industrials
0.3%
Consumer Discretionary
0.2%
Other/Unmapped
93.8%

Full portfolio 78 positions

Type Streak 8Q trend
RSP $27,110,550 16.70% 149,172 $920,879 Down ×2
VO $12,277,957 7.56% 43,876 $1,086,569 Up ×2
VIG $11,956,553 7.37% 58,419 $1,172,903 Up ×2
FNDE $9,128,741 5.62% 276,545 $1,087,673 Up ×2
VEA $7,557,583 4.66% 132,566 $816,232 Down ×1
VGT $5,749,089 3.54% 8,668 $808,199 Down ×2
BND Vanguard Total Bond Market ETF $4,765,702 2.94% 64,725 $493,262 Up ×2
FNDA $4,645,421 2.86% 162,144 $318,194 Up ×2
IJH $4,369,620 2.69% 70,455 $238,848 Down ×2
VIOO $4,292,494 2.64% 42,403 $-184,545 Down ×1
ANGL VanEck Fallen Angel High Yield Bond ETF $4,283,342 2.64% 146,289 $-25,774 Down ×1
FNDX $4,182,762 2.58% 170,447 $248,535 Up ×2
FTSM First Trust Enhanced Short Maturity ETF $3,918,911 2.41% 65,457 $-1,077,789 Down ×2
APLU $3,773,772 2.32% 151,314 $1,077,488 Up ×1
DUSA $3,672,233 2.26% 79,348 $322,979 Up ×1
XCEM $3,404,360 2.10% 99,601 $331,304 Down ×1
IJR $3,379,466 2.08% 30,922 $114,163 Down ×2
FNDF $3,295,303 2.03% 82,341 $173,188 Down ×1
DINT $2,636,133 1.62% 101,939 $246,591 Down ×2
JAAA $2,345,716 1.45% 46,221 $383,492 Up ×2
BNDX Vanguard Total International Bond ETF $2,126,257 1.31% 42,946 $-245,077 Down ×2
SCHX $1,838,674 1.13% 75,232 $67,788 Down ×2
IVV $1,790,055 1.10% 2,883 $176,278 Up ×1
SHM $1,624,738 1.00% 33,969 $-46,213 Down ×2
SPY SPY $1,369,774 0.84% 2,217 $139,116 Up ×2
FMB First Trust Managed Municipal ETF $1,302,594 0.80% 26,146 $-1,421,869 Down ×1
META Meta Platforms, Inc. - Class A Common Stock $1,184,635 0.73% 1,605 $282,631 Up ×1
COF Capital One Financial Corporation Common Stock $1,140,901 0.70% 5,362 $195,965 Up ×1
SCHE $1,120,272 0.69% 37,169 $73,150 Down ×2
MDY $1,106,336 0.68% 1,953 $160,475 Up ×1
JBBB $1,102,081 0.68% 22,860 $133,596 Up ×2
SPYM $994,631 0.61% 13,683 $-87,250 Down ×1
HYD $936,367 0.58% 18,649 Up ×1
OAKM $824,277 0.51% 32,098 $163,540 Up ×1
PLTR Palantir Technologies Inc. - Class A Common Stock $815,739 0.50% 5,984 $263,847 Down ×2
AMZN Amazon.com, Inc. - Common Stock $813,060 0.50% 3,706 $134,212 Up ×1
HYMB $787,781 0.49% 31,791 $-1,202,616 Down ×2
VEU $669,512 0.41% 9,960 $65,338
WFC Wells Fargo & Company Common Stock $645,340 0.40% 8,055 $71,098 Up ×1
FEX First Trust Large Cap Core AlphaDEX Fund $604,451 0.37% 5,497 $106,802 Up ×1
IEFA $530,766 0.33% 6,358 $42,974 Down ×2
MKL Markel Group Inc. Common Stock $521,311 0.32% 261 $18,385 Down ×1
SPHQ $502,312 0.31% 7,049 Up ×1
GOOG Alphabet Inc. - Class C Capital Stock $499,886 0.31% 2,818 $98,374 Up ×1
GE GE Aerospace Common Stock $492,675 0.30% 1,914 $115,373 Up ×2
VBR $456,324 0.28% 2,340 $-2,695 Down ×1
RSPF $446,993 0.28% 5,873 $21,289 Up ×2
AVGO Broadcom Inc. - Common Stock $413,200 0.25% 1,499 $121,536 Down ×1
XLF XLF $411,943 0.25% 7,866 $20,137
SCVL Shoe Carnival, Inc. - Common Stock $403,687 0.25% 21,576 $-70,770
CI The Cigna Group Common Stock $383,473 0.24% 1,160 $7,755 Up ×2
FEM First Trust Emerging Markets AlphaDEX Fund $382,703 0.24% 15,582 $-40,285 Down ×2
QEMM $369,436 0.23% 5,861 Up ×1
XLK XLK $359,334 0.22% 1,419 $-36,076 Down ×2
EMLP $346,939 0.21% 9,249 $325 Up ×2
FPXI First Trust International Equity Opportunities ETF $337,106 0.21% 5,970 $45,133 Down ×2
CME CME Group Inc. - Class A Common Stock $326,059 0.20% 1,183 $11,159 Down ×1
SPSM $321,801 0.20% 7,554 $13,899
CVS CVS Health Corporation Common Stock $321,240 0.20% 4,657 Up ×1
JPM JP Morgan Chase & Co. Common Stock $308,172 0.19% 1,063 $42,162 Down ×2
XLI XLI $303,597 0.19% 2,058 $29,791 Down ×2
USB U.S. Bancorp Common Stock $289,555 0.18% 6,399 $22,091 Up ×2
MGM MGM Resorts International Common Stock $289,186 0.18% 8,409 $-97,350 Down ×1
XLY XLY $285,572 0.18% 1,314 $56,715 Up ×1
AMAT Applied Materials, Inc. - Common Stock $285,224 0.18% 1,558 $-9,660 Down ×1
IHF IHF $284,262 0.18% 5,843 $-24,249
VTI $282,959 0.17% 931 $54,841 Up ×1
DGX Quest Diagnostics Incorporated Common Stock $276,092 0.17% 1,537 $16,708 Up ×1
IWV $275,184 0.17% 784 $20,436 Down ×1
RSPT $269,312 0.17% 6,604 $30,972 Down ×1
VTRS Viatris Inc. - Common Stock $243,763 0.15% 27,297 $-65,895 Down ×1
BSV $237,596 0.15% 3,019 $1,268
SGOL $236,014 0.15% 7,483 $-46,024 Down ×1
AMD Advanced Micro Devices, Inc. - Common Stock $233,852 0.14% 1,648 Up ×1
VOX $226,102 0.14% 1,322 Up ×1
XLV XLV $208,925 0.13% 1,550 $-38,854 Down ×1
VYMI Vanguard International High Dividend Yield ETF $205,563 0.13% 2,566 Up ×1
RJF Raymond James Financial, Inc. Common Stock $202,946 0.13% 1,323 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
HYD $936,367 18,649 0.58%
SPHQ $502,312 7,049 0.31%
QEMM $369,436 5,861 0.23%
CVS $321,240 4,657 0.20%
AMD $233,852 1,648 0.14%
VOX $226,102 1,322 0.14%
VYMI $205,563 2,566 0.13%
RJF $202,946 1,323 0.13%

Top movers (QoQ)

Security Action Shares Δ Value Δ
FMB Trimmed -28K -$1.4M
HYMB Trimmed -47K -$1.2M
VIG Bought more +3K +$1.2M
FNDE Bought more +15K +$1.1M
VO Bought more +603 +$1.1M
FTSM Trimmed -18K -$1.1M
APLU Bought more +43K +$1.1M
RSP Trimmed -2K +$921K
VEA Trimmed -59 +$816K
VGT Trimmed -442 +$808K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
AINP March 31, 2025 12,708 $313,710 No longer tracked
XLC June 30, 2025 2,839 $273,822 No longer tracked
INTC June 30, 2025 11,105 $252,195 310.4%
OC June 30, 2025 1,616 $230,798 7.7%
AXP March 31, 2025 692 $205,289 24.6%
AAPL March 31, 2025 811 $203,091 38.7%
SCHA March 31, 2025 7,831 $202,510 No longer tracked