Latest Sebold Capital Management, Inc. Stock Portfolio
Sebold Capital Management, Inc. Performance:
2025 Q2: 1.57%YTD: 0.67%2024: -0.33%
Performance for 2025 Q2 is 1.57%, and YTD is 0.67%, and 2024 is -0.33%.
About Sebold Capital Management, Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Sebold Capital Management, Inc. reported an equity portfolio of $162.3 Millions as of 30 Jun, 2025.
The top stock holdings of Sebold Capital Management, Inc. are CSD, VB, VIG. The fund has invested 16.7% of it's portfolio in INVESCO EXCHANGE TRADED FD T and 7.6% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB), INTEL CORP (INTC) and OWENS CORNING NEW (OC) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), FIRST TR EXCH TRADED FD III (FMB) and MGM RESORTS INTERNATIONAL (MGM). Sebold Capital Management, Inc. opened new stock positions in VANECK ETF TRUST (BUZZ), INVESCO EXCHANGE TRADED FD T (CSD) and SPDR INDEX SHS FDS (CWI). The fund showed a lot of confidence in some stocks as they added substantially to ALLSPRING EXCHANGE TRADED FU, JANUS DETROIT STR TR (JAAA) and SELECT SECTOR SPDR TR (XLB).
The top stock holdings of Sebold Capital Management, Inc. are CSD, VB, VIG. The fund has invested 16.7% of it's portfolio in INVESCO EXCHANGE TRADED FD T and 7.6% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB), INTEL CORP (INTC) and OWENS CORNING NEW (OC) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), FIRST TR EXCH TRADED FD III (FMB) and MGM RESORTS INTERNATIONAL (MGM). Sebold Capital Management, Inc. opened new stock positions in VANECK ETF TRUST (BUZZ), INVESCO EXCHANGE TRADED FD T (CSD) and SPDR INDEX SHS FDS (CWI). The fund showed a lot of confidence in some stocks as they added substantially to ALLSPRING EXCHANGE TRADED FU, JANUS DETROIT STR TR (JAAA) and SELECT SECTOR SPDR TR (XLB).
Sebold Capital Management, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Sebold Capital Management, Inc. made a return of 1.57% in the last quarter. In trailing 12 months, it's portfolio return was 1.96%.
New Buys
| Ticker | $ Bought |
|---|---|
| vaneck etf trust | 936,367 |
| invesco exchange traded fd t | 502,312 |
| spdr index shs fds | 369,436 |
| cvs health corp | 321,240 |
| advanced micro devices inc | 233,852 |
| vanguard world fd | 226,102 |
| vanguard whitehall fds | 205,563 |
| raymond james finl inc | 202,946 |
New stocks bought by Sebold Capital Management, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| allspring exchange traded fu | 39.68 |
| janus detroit str tr | 19.45 |
| harris oakmark etf trust | 18.78 |
| janus detroit str tr | 14.88 |
| select sector spdr tr | 13.37 |
| first tr exchange-traded alp | 13.18 |
| vanguard index fds | 12.17 |
| vanguard bd index fds | 11.27 |
Additions to existing portfolio by Sebold Capital Management, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| spdr series trust | -59.72 |
| first tr exch traded fd iii | -51.61 |
| mgm resorts international | -35.52 |
| select sector spdr tr | -25.9 |
| applied matls inc | -23.33 |
| viatris inc | -23.22 |
| first tr exchange-traded fd | -21.61 |
| etfs gold tr | -20.88 |
Sebold Capital Management, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| intel corp | -252,195 |
| select sector spdr tr | -273,822 |
| owens corning new | -230,798 |
Sebold Capital Management, Inc. got rid off the above stocks
Sector Distribution
Sebold Capital Management, Inc. has about 93.8% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 93.8 |
| Financial Services | 2.1 |
| Technology | 1.1 |
Market Cap. Distribution
Sebold Capital Management, Inc. has about 5.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 93.8 |
| LARGE-CAP | 3.8 |
| MEGA-CAP | 2.1 |
Stocks belong to which Index?
About 5.1% of the stocks held by Sebold Capital Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 94.6 |
| S&P 500 | 5.1 |
Sebold Capital Management, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Sebold Capital Management, Inc.
Sebold Capital Management, Inc. has 78 stocks in it's portfolio. About 56.6% of the portfolio is in top 10 stocks. SCVL proved to be the most loss making stock for the portfolio. PLTR was the most profitable stock for Sebold Capital Management, Inc. last quarter.
Last Reported on: 05 Aug, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 0.17 | 5,843 | 284,262 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 2.64 | 146,289 | 4,283,340 | reduced | -2.02 | ||
| AMAT | applied matls inc | 0.18 | 1,558 | 285,224 | reduced | -23.33 | ||
| AMD | advanced micro devices inc | 0.14 | 1,648 | 233,852 | new | |||
| AMZN | amazon com inc | 0.50 | 3,706 | 813,060 | added | 3.87 | ||
| AVGO | broadcom inc | 0.26 | 1,499 | 413,200 | reduced | -13.95 | ||
| BIL | spdr series trust | 1.00 | 33,969 | 1,624,740 | reduced | -3.23 | ||
| BIL | spdr series trust | 0.61 | 13,683 | 994,631 | reduced | -16.83 | ||
| BIL | spdr series trust | 0.48 | 31,791 | 787,781 | reduced | -59.72 | ||
| BIL | spdr series trust | 0.20 | 7,554 | 321,801 | unchanged | 0.00 | ||
| BIV | vanguard bd index fds | 2.94 | 64,725 | 4,765,700 | added | 11.27 | ||
| BIV | vanguard bd index fds | 0.15 | 3,019 | 237,596 | unchanged | 0.00 | ||
| BNDX | vanguard charlotte fds | 1.31 | 42,946 | 2,126,260 | reduced | -11.58 | ||
| BUZZ | vaneck etf trust | 0.58 | 18,649 | 936,367 | new | |||
| CARZ | first tr exchange traded fd | 0.21 | 5,970 | 337,106 | reduced | -3.69 | ||
| CI | the cigna group | 0.24 | 1,160 | 383,473 | added | 1.58 | ||
| CME | cme group inc | 0.20 | 1,183 | 326,059 | reduced | -0.34 | ||
| COF | capital one finl corp | 0.70 | 5,362 | 1,140,900 | added | 1.75 | ||
| CSD | invesco exchange traded fd t | 16.70 | 149,172 | 27,110,600 | reduced | -1.33 | ||
| CSD | invesco exchange traded fd t | 0.31 | 7,049 | 502,312 | new | |||