Sebold Capital Management, Inc. Top Holdings and 13F Report (2025)

About Sebold Capital Management, Inc.

Investment Activity

Sebold Capital Management, Inc. has $152.13 million in total holdings as of March 31, 2025.
Sebold Capital Management, Inc. owns shares of 73 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
Approximately 6.79% of the portfolio was purchased this quarter.
About 3.34% of the portfolio was sold this quarter.
This quarter, Sebold Capital Management, Inc. has purchased 71 new stocks and bought additional shares in 30 stocks.
Sebold Capital Management, Inc. sold shares of 32 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Invesco S&P 500 Equal Weight ETF: $26,189,671
Vanguard Mid-Cap ETF: $11,191,388
Vanguard Dividend Appreciation ETF: $10,783,650
Schwab Fundamental Emerging Markets Large Company Index ETF: $8,041,068
Vanguard FTSE Developed Markets ETF: $6,741,351

Largest New Holdings this Quarter

01989A209 - ALLSPRING EXCHANGE TRADED FU: $2,696,284 Holding
41456U106 - HARRIS OAKMARK ETF TRUST: $660,737 Holding
00326A104 - abrdn Physical Gold Shares ETF: $282,038 Holding
74834L100 - Quest Diagnostics: $259,384 Holding
458140100 - Intel: $252,195 Holding

Largest Purchases this Quarter

ALLSPRING EXCHANGE TRADED FU: 108,328 shares (about $2.70M)
VanEck Fallen Angel High Yield Bond ETF: 33,445 shares (about $965.22K)
Vanguard Mid-Cap ETF: 3,284 shares (about $849.32K)
HARRIS OAKMARK ETF TRUST: 27,024 shares (about $660.74K)
Janus Henderson AAA CLO ETF: 10,919 shares (about $553.70K)

Largest Sales this Quarter

Invesco S&P 500 Equal Weight ETF: 6,645 shares (about $1.15M)
Vanguard Total International Bond ETF: 10,246 shares (about $500.21K)
Davis Select U.S. Equity ETF: 10,790 shares (about $456.63K)
First Trust Enhanced Short Maturity ETF: 7,102 shares (about $424.98K)
Davis Select International ETF: 12,044 shares (about $278.34K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
RSP Invesco S&P 500 Equal Weight ETF	$26,189,671	$1,151,116 ▼	-4.2%	151,184	17.2%	ETF
VO Vanguard Mid-Cap ETF	$11,191,388	$849,318 ▲	8.2%	43,273	7.4%	ETF
VIG Vanguard Dividend Appreciation ETF	$10,783,650	$494,284 ▲	4.8%	55,589	7.1%	ETF
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF	$8,041,068	$131,547 ▲	1.7%	261,074	5.3%	ETF
VEA Vanguard FTSE Developed Markets ETF	$6,741,351	$363,792 ▲	5.7%	132,625	4.4%	ETF
FTSM First Trust Enhanced Short Maturity ETF	$4,996,700	$424,984 ▼	-7.8%	83,501	3.3%	Manufacturing
VGT Vanguard Information Technology ETF	$4,940,890	$191,453 ▼	-3.7%	9,110	3.2%	ETF
VIOO Vanguard S&P Small-Cap 600 ETF	$4,477,039	$171,693 ▲	4.0%	46,389	2.9%	ETF
FNDA Schwab Fundamental U.S. Small Company Index ETF	$4,327,227	$207,506 ▲	5.0%	157,986	2.8%	ETF
ANGL VanEck Fallen Angel High Yield Bond ETF	$4,309,116	$965,223 ▲	28.9%	149,311	2.8%	Manufacturing
BND Vanguard Total Bond Market ETF	$4,272,440	$405,003 ▲	10.5%	58,168	2.8%	ETF
IJH iShares Core S&P Mid-Cap ETF	$4,130,772	$55,608 ▼	-1.3%	70,793	2.7%	ETF
FNDX Schwab Fundamental U.S. Large Company Index ETF	$3,934,227	$88,325 ▲	2.3%	166,634	2.6%	ETF
DUSA Davis Select U.S. Equity ETF	$3,349,254	$456,634 ▼	-12.0%	79,141	2.2%	ETF
IJR iShares Core S&P Small-Cap ETF	$3,265,303	$16,522 ▼	-0.5%	31,226	2.1%	ETF
FNDF Schwab Fundamental International Large Company Index ETF	$3,122,115	$144,236 ▲	4.8%	86,389	2.1%	ETF
XCEM Columbia EM Core ex-China ETF	$3,073,056	$192,982 ▲	6.7%	104,048	2.0%	ETF
FMB First Trust Managed Municipal ETF	$2,724,463	$90,004 ▲	3.4%	54,033	1.8%	Manufacturing
ALLSPRING EXCHANGE TRADED FU	$2,696,284	$2,696,284 ▲	New Holding	108,328	1.8%	CORE PLUS ETF
DINT Davis Select International ETF	$2,389,542	$278,336 ▼	-10.4%	103,399	1.6%	ETF
BNDX Vanguard Total International Bond ETF	$2,371,334	$500,210 ▼	-17.4%	48,573	1.6%	ETF
HYMB SPDR Nuveen Bloomberg High Yield Municipal Bond ETF	$1,990,397	$23,656 ▼	-1.2%	78,921	1.3%	ETF
JAAA Janus Henderson AAA CLO ETF	$1,962,224	$553,703 ▲	39.3%	38,695	1.3%	ETF
SCHX Schwab US Large-Cap ETF	$1,770,886	$172,180 ▼	-8.9%	80,203	1.2%	ETF
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF	$1,670,951	$4,284 ▼	-0.3%	35,104	1.1%	Finance
IVV iShares Core S&P 500 ETF	$1,613,777	$75,857 ▼	-4.5%	2,872	1.1%	ETF
SPY SPDR S&P 500 ETF Trust	$1,230,658	$2,238 ▲	0.2%	2,200	0.8%	Finance
SPLG SPDR Portfolio S&P 500 ETF	$1,081,881	$18,544 ▲	1.7%	16,452	0.7%	ETF
SCHE Schwab Emerging Markets Equity ETF	$1,047,122	$43,203 ▼	-4.0%	37,980	0.7%	ETF
JBBB Janus Henderson B-BBB CLO ETF	$968,485	$321,028 ▲	49.6%	19,899	0.6%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$945,861	$29,341 ▼	-3.0%	1,773	0.6%	ETF
COF Capital One Financial	$944,936	$27,613 ▼	-2.8%	5,270	0.6%	Finance
META Meta Platforms	$902,004	$99,134 ▼	-9.9%	1,565	0.6%	Computer and Technology
AMZN Amazon.com	$678,848	$53,653 ▼	-7.3%	3,568	0.4%	Retail/Wholesale
HARRIS OAKMARK ETF TRUST	$660,737	$660,737 ▲	New Holding	27,024	0.4%	OAKMARK U S LRG
VEU Vanguard FTSE All-World ex-US ETF	$604,174	$16,742 ▼	-2.7%	9,960	0.4%	ETF
WFC Wells Fargo & Company	$574,242	$45,586 ▼	-7.4%	7,999	0.4%	Finance
PALANTIR TECHNOLOGIES INC	$551,892	$93,178 ▼	-14.4%	6,539	0.4%	CL A
MKL Markel Group	$502,926	$44,871 ▲	9.8%	269	0.3%	Multi-Sector Conglomerates
FEX First Trust Large Cap Core AlphaDEX Fund	$497,649		0.0%	4,857	0.3%	ETF
IEFA iShares Core MSCI EAFE ETF	$487,792	$6,657 ▼	-1.3%	6,448	0.3%	ETF
SCVL Shoe Carnival	$474,457	$47,762 ▲	11.2%	21,576	0.3%	Retail/Wholesale
VBR Vanguard Small-Cap Value ETF	$459,019	$215,351 ▲	88.4%	2,464	0.3%	ETF
RSPF Invesco S&P 500 Equal Weight Financials ETF	$425,704	$290 ▲	0.1%	5,869	0.3%	ETF
FEM First Trust Emerging Markets AlphaDEX Fund	$422,988	$14,127 ▼	-3.2%	18,504	0.3%	Manufacturing
GOOG Alphabet	$401,512	$32,340 ▼	-7.5%	2,570	0.3%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$395,410	$2,478 ▼	-0.6%	1,915	0.3%	ETF
XLF Financial Select Sector SPDR Fund	$391,806	$7,272 ▼	-1.8%	7,866	0.3%	ETF
MGM MGM Resorts International	$386,536	$202,738 ▲	110.3%	13,041	0.3%	Consumer Discretionary
GE GE Aerospace	$377,302	$40,833 ▲	12.1%	1,885	0.2%	Industrials
CI The Cigna Group	$375,718	$68,761 ▲	22.4%	1,142	0.2%	Medical
EMLP First Trust North American Energy Infrastructure Fund	$346,614	$112 ▲	0.0%	9,245	0.2%	ETF
CME CME Group	$314,900		0.0%	1,187	0.2%	Finance
VTRS Viatris	$309,658	$80,036 ▲	34.9%	35,552	0.2%	Medical
IHF iShares U.S. Healthcare Providers ETF	$308,511	$62,674 ▼	-16.9%	5,843	0.2%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$307,902	$5,013 ▼	-1.6%	7,554	0.2%	ETF
AMAT Applied Materials	$294,884	$42,956 ▲	17.1%	2,032	0.2%	Computer and Technology
FPXI First Trust International IPO ETF	$291,973	$201,117 ▼	-40.8%	6,199	0.2%	Manufacturing
AVGO Broadcom	$291,664	$122,559 ▲	72.5%	1,742	0.2%	Computer and Technology
SGOL abrdn Physical Gold Shares ETF	$282,038	$282,038 ▲	New Holding	9,458	0.2%	ETF
XLC Communication Services Select Sector SPDR Fund	$273,822	$6,848 ▼	-2.4%	2,839	0.2%	ETF
XLI Industrial Select Sector SPDR Fund	$273,806	$2,228 ▼	-0.8%	2,089	0.2%	ETF
USB U.S. Bancorp	$267,464	$17,690 ▲	7.1%	6,335	0.2%	Finance
JPM JPMorgan Chase & Co.	$266,010	$50,306 ▼	-15.9%	1,084	0.2%	Finance
DGX Quest Diagnostics	$259,384	$259,384 ▲	New Holding	1,533	0.2%	Medical
IWV iShares Russell 3000 ETF	$254,748		0.0%	802	0.2%	ETF
INTC Intel	$252,195	$252,195 ▲	New Holding	11,105	0.2%	Computer and Technology
XLV Health Care Select Sector SPDR Fund	$247,779		0.0%	1,697	0.2%	ETF
RSPT Invesco S&P 500 Equal Weight Technology ETF	$238,340	$7,250 ▲	3.1%	6,969	0.2%	ETF
BSV Vanguard Short-Term Bond ETF	$236,328		0.0%	3,019	0.2%	ETF
OC Owens Corning	$230,798	$62,413 ▲	37.1%	1,616	0.2%	Construction
XLY Consumer Discretionary Select Sector SPDR Fund	$228,857	$3,752 ▼	-1.6%	1,159	0.2%	Finance
VTI Vanguard Total Stock Market ETF	$228,118	$228,118 ▲	New Holding	830	0.1%	ETF
ALLSPRING EXCHANGE TRADED FU	$0	$313,710 ▼	-100.0%	0	0.0%	INCOME PLUS ETF
AXP American Express	$0	$205,289 ▼	-100.0%	0	0.0%	Finance
AAPL Apple	$0	$203,091 ▼	-100.0%	0	0.0%	Computer and Technology
SCHA Schwab US Small-Cap ETF	$0	$202,510 ▼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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Sebold Capital Management, Inc. Top Holdings and 13F Report (2025)

About Sebold Capital Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Sebold Capital Management, Inc. Top Holdings and 13F Report (2025)

About Sebold Capital Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSebold Capital Management, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools