Sebold Capital Management, Inc. Holdings & Portfolio - 13F Filings Analysis - Stocknear

Sebold Capital Management, Inc.

CIK Number: 0001972836

162.31M
Market Value
71
# of Holdings
8 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 28, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 RSP Invesco S&P 500...
186.86
-0.14% 151.18K -4.21% 26.19M 141.68 17.22% Share
2 VO Vanguard Mid Ca...
287.61
-0.19% 43.27K +8.21% 11.19M 213.44 7.36% Share
3 VIG Vanguard Divide...
210.29
+0.10% 55.59K +4.80% 10.78M 162.76 7.09% Share
4 FNDE Schwab Fundamen...
34.41
-0.01% 261.07K +1.66% 8.04M 26.01 5.29% Share
5 VEA Vanguard Develo...
58.31
+0.21% 132.63K +5.70% 6.74M 43.51 4.43% Share
6 FTSM First Trust Enh...
59.92
+0.03% 83.5K -7.84% 5M 59.48 3.28% Share
7 VGT Vanguard Inform...
692.99
+0.46% 9.11K -3.73% 4.94M 324.01 3.25% Share
8 VIOO Vanguard S&P Sm...
108.42
-0.13% 46.39K +3.99% 4.48M 87.5 2.94% Share
9 FNDA Schwab Fundamen...
30.93
-0.16% 157.99K +5.04% 4.33M 26.1 2.84% Share
10 ANGL VanEck Fallen A...
29.28
+0.31% 149.31K +28.87% 4.31M 28.31 2.83% Share
11 BND Vanguard Total ...
73.64
+0.33% 58.17K +10.47% 4.27M 72.65 2.81% Share
12 IJH iShares Core S&...
64.79
-0.18% 70.79K -1.33% 4.13M 48.38 2.72% Share
13 FNDX Schwab Fundamen...
25.67
+0.12% 166.63K +2.30% 3.93M 18.9 2.59% Share
14 DUSA Davis Select U....
47.84
-0.04% 79.14K -12% 3.35M 29.37 2.20% Share
15 IJR iShares Core S&...
117.03
-0.1% 31.23K -0.5% 3.27M 94.64 2.15% Share
16 FNDF Schwab Fundamen...
41.77
+0.06% 86.39K +4.84% 3.12M 33.1 2.05% Share
17 XCEM Columbia EM Cor...
34.41
+0.79% 104.05K +6.70% 3.07M 26.09 2.02% Share
18 FMB First Trust Man...
49.83
+0.32% 54.03K +3.42% 2.72M 50.46 1.79% Share
19 DINT Davis Select In...
26.29
+0.21% 103.4K -10.43% 2.39M 18.7 1.57% Share
20 BNDX Vanguard Total ...
49.14
+0.29% 48.57K -17.42% 2.37M 48.03 1.56% Share
21 HYMB SPDR Nuveen Blo...
24.19
+0.33% 78.92K -1.17% 1.99M 25.06 1.31% Share
22 JAAA Janus Henderson...
50.65
+0.05% 38.7K +39.31% 1.96M 50.71 1.29% Share
23 SCHX Schwab U.S. Lar...
25.49
+0.43% 80.2K -8.86% 1.77M 15.05 1.16% Share
24 SHM SPDR Nuveen Blo...
48.19
+0.21% 35.1K -0.26% 1.67M 46.95 1.10% Share
25 IVV iShares Core S&...
646.88
+0.54% 2.87K -4.49% 1.61M 384.21 1.06% Share
26 SPY SPDR S&P 500 ET...
643.65
+0.53% 2.2K +0.18% 1.23M 384.18 0.81% Share
27 SPLG SPDR Portfolio ...
75.73
+0.52% 16.45K +1.74% 1.08M 56.58 0.71% Share
28 SCHE Schwab Emerging...
31.52
+0.19% 37.98K -3.96% 1.05M 23.67 0.69% Share
29 JBBB Janus Henderson...
48.23
+0.07% 19.9K +49.58% 968.49K 48.94 0.64% Share
30 MDY SPDR S&P MIDCAP...
591.45
-0.18% 1.77K -3.01% 945.86K 462.24 0.62% Share
31 COF Capital One Fin...
221.28
-0.89% 5.27K -2.84% 944.94K 93.36 0.62% Share
32 META Meta Platforms,...
737.05
+0.26% 1.56K -9.9% 902K 248.76 0.59% Share
33 AMZN Amazon.com, Inc...
225.99
+0.29% 3.57K -7.32% 678.85K 95.33 0.45% Share
34 OAKM Oakmark U.S. La...
26.32
-0.06% 27.02K +100.00% 660.74K 24.45 0.43% Share
35 VEU Vanguard FTSE A...
69.03
+0.22% 9.96K -2.7% 604.17K 57.41 0.40% Share
36 WFC Wells Fargo & C...
80.55
-1.5% 8K -7.35% 574.24K 41.29 0.38% Share
37 PLTR Palantir Techno...
154.86
-1.42% 6.54K -14.44% 551.89K 22.87 0.36% Share
38 MKL Markel Corporat...
1949.63
+0.08% 269 +9.80% 502.93K 1405.33 0.33% Share
39 FEX First Trust Lar...
114.02
-0.25% 4.86K 0.00% 497.65K 80.8 0.33% Share
40 IEFA iShares Core MS...
84.85
+0.15% 6.45K -1.35% 487.79K 61.64 0.32% Share
41 SCVL Shoe Carnival, ...
21.52
+0.35% 21.58K +11.19% 474.46K 25.62 0.31% Share
42 VBR Vanguard Small ...
207.42
-0.07% 2.46K +88.38% 459.02K 171.7 0.30% Share
43 FEM First Trust Eme...
26.54
+0.44% 18.5K -3.23% 422.99K 21.03 0.28% Share
44 GOOG Alphabet Inc.
231.10
+9.01% 2.57K -7.45% 401.51K 88.73 0.26% Share
45 XLK Technology Sele...
261.35
+0.60% 1.92K -0.62% 395.41K 153.18 0.26% Share
46 XLF Financial Selec...
53.52
-0.13% 7.87K -1.82% 391.81K 33.77 0.26% Share
47 MGM MGM Resorts Int...
38.12
-2.03% 13.04K +110.30% 386.54K 38.01 0.25% Share
48 GE GE Aerospace
276.02
+0.23% 1.89K +12.14% 377.3K 150.46 0.25% Share
49 CI The Cigna Group
300.56
-0.05% 1.14K +22.40% 375.72K 329.41 0.25% Share
50 EMLP First Trust Nor...
37.67
-0.29% 9.24K +0.03% 346.61K 26.66 0.23% Share
51 CME CME Group Inc.
269.35
+1.49% 1.19K 0.00% 314.9K 169.1 0.21% Share
52 VTRS Viatris Inc.
10.55
-0.09% 35.55K +34.86% 309.66K 10.61 0.20% Share
53 IHF iShares U.S. He...
47.29
-0.13% 5.84K -16.88% 308.51K 53.54 0.20% Share
54 SPSM SPDR Portfolio ...
45.62
-0.09% 7.55K -1.6% 307.9K 39.31 0.20% Share
55 AMAT Applied Materia...
156.25
-0.84% 2.03K +17.05% 294.88K 108.95 0.19% Share
56 FPXI First Trust Int...
58.23
+0.67% 6.2K -40.79% 291.97K 38.89 0.19% Share
57 AVGO Broadcom Inc.
302.39
+1.39% 1.74K +72.48% 291.66K 165.49 0.19% Share
58 SGOL abrdn Physical ...
33.99
+0.74% 9.46K +100.00% 282.04K 29.82 0.19% Share
59 XLC Communication S...
113.08
+1.69% 2.84K -2.44% 273.82K 96.81 0.18% Share
60 XLI Industrial Sele...
149.82
-0.49% 2.09K -0.81% 273.81K 98.21 0.18% Share
61 USB U.S. Bancorp
48.53
+0.03% 6.33K +7.08% 267.46K 42.4 0.18% Share
62 JPM JPMorgan Chase ...
299.47
-0.08% 1.08K -15.9% 266.01K 135.83 0.17% Share
63 DGX Quest Diagnosti...
179.51
+0.45% 1.53K +100.00% 259.38K 169.2 0.17% Share
64 IWV iShares Russell...
366.37
+0.42% 802 0.00% 254.75K 226.3 0.17% Share
65 INTC Intel Corporati...
24.00
-0.87% 11.11K +100.00% 252.19K 22.71 0.17% Share
66 XLV Health Care Sel...
136.92
-0.47% 1.7K 0.00% 247.78K 138.25 0.16% Share
67 RSPT Invesco S&P 500...
41.47
+0.31% 6.97K +3.14% 238.34K 36.53 0.16% Share
68 BSV Vanguard Short-...
78.73
+0.10% 3.02K 0.00% 236.33K 76.38 0.16% Share
69 OC Owens Corning
148.02
-0.96% 1.62K +37.07% 230.8K 167.41 0.15% Share
70 XLY Consumer Discre...
230.94
+0.40% 1.16K -1.61% 228.86K 178.81 0.15% Share
71 VTI Vanguard Total ...
317.38
+0.44% 830 +100.00% 228.12K 274.84 0.15% Share