Sebold Capital Management, Inc. Portfolio Holdings

Sebold Capital Management, Inc.

  • $152 Billion
  • Q1 2025

Sebold Capital Management, Inc. has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $152 Billion distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $26.2B, Vanguard Mid Cap ETF with a value of $11.2B, Vanguard Dividend Appreciation with a value of $10.8B, Schwab Fundamental Emerging Mk with a value of $8.04B, and Vanguard Ftse Developed Market with a value of $6.74B.

Examining the 13F form we can see an increase of $2.95B in the current position value, from $149B to 152B.

Sebold Capital Management, Inc. is based out at Lisle, IL

Below you can find more details about Sebold Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $152 Billion
ETFs: $140 Billion
Financial Services: $2.87 Billion
Consumer Cyclical: $1.54 Billion
Technology: $1.39 Billion
Communication Services: $1.3 Billion
Healthcare: $945 Million
Industrials: $608 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.2 Billion 17.22% of portfolio
151,184
Q1 2025 Reduced 4.21%
$0
$11.2 Billion 7.36% of portfolio
43,273
Q1 2025 Added 8.21%
$0
$10.8 Billion 7.09% of portfolio
55,589
Q1 2025 Added 4.8%
$0
$8.04 Billion 5.29% of portfolio
261,074
Q1 2025 Added 1.66%
$0
$6.74 Billion 4.43% of portfolio
132,625
Q1 2025 Added 5.7%
$0
$5 Billion 3.28% of portfolio
83,501
Q1 2025 Reduced 7.84%
$0
$4.94 Billion 3.25% of portfolio
9,110
Q1 2025 Reduced 3.73%
$0
$4.48 Billion 2.94% of portfolio
46,389
Q1 2025 Added 3.99%
$0
$4.33 Billion 2.84% of portfolio
157,986
Q1 2025 Added 5.04%
$0
$4.31 Billion 2.83% of portfolio
149,311
Q1 2025 Added 28.87%
$0
$4.27 Billion 2.81% of portfolio
58,168
Q1 2025 Added 10.47%
$0
$4.13 Billion 2.72% of portfolio
70,793
Q1 2025 Reduced 1.33%
$0
$3.93 Billion 2.59% of portfolio
166,634
Q1 2025 Added 2.3%
$0
$3.35 Billion 2.2% of portfolio
79,141
Q1 2025 Reduced 12.0%
$0
$3.27 Billion 2.15% of portfolio
31,226
Q1 2025 Reduced 0.5%
$0
$3.12 Billion 2.05% of portfolio
86,389
Q1 2025 Added 4.84%
$0
$2.72 Billion 1.79% of portfolio
54,033
Q1 2025 Added 3.42%
Allspring Exchange Traded Fu
-
$2.7 Billion 1.77% of portfolio
-
Q1 2025 New
$0
$2.39 Billion 1.57% of portfolio
103,399
Q1 2025 Reduced 10.43%
$0
$2.37 Billion 1.56% of portfolio
48,573
Q1 2025 Reduced 17.42%
$0
$1.99 Billion 1.31% of portfolio
78,921
Q1 2025 Reduced 1.17%
$0
$1.96 Billion 1.29% of portfolio
38,695
Q1 2025 Added 39.31%
$0
$1.77 Billion 1.16% of portfolio
80,203
Q1 2025 Reduced 8.86%
$0
$1.67 Billion 1.1% of portfolio
35,104
Q1 2025 Reduced 0.26%
$0
$1.61 Billion 1.06% of portfolio
2,872
Q1 2025 Reduced 4.49%
$0
$1.23 Billion 0.81% of portfolio
2,200
Q1 2025 Added 0.18%
$0
$1.08 Billion 0.71% of portfolio
16,452
Q1 2025 Added 1.74%
$0
$1.05 Billion 0.69% of portfolio
37,980
Q1 2025 Reduced 3.96%
$0
$968 Million 0.64% of portfolio
19,899
Q1 2025 Added 49.58%
$69.2B
$945 Million 0.62% of portfolio
5,270
Q1 2025 Reduced 2.84%
$0
$946 Million 0.62% of portfolio
1,773
Q1 2025 Reduced 3.01%
$1.25T
$902 Million 0.59% of portfolio
1,565
Q1 2025 Reduced 9.9%
$1.88T
$679 Million 0.45% of portfolio
3,568
Q1 2025 Reduced 7.32%
Harris Oakmark ETF Trust
-
$661 Million 0.43% of portfolio
-
Q1 2025 New
$0
$604 Million 0.4% of portfolio
9,960
Q1 2025 Reduced 2.7%
$270B
$574 Million 0.38% of portfolio
7,999
Q1 2025 Reduced 7.35%
$233B
$552 Million 0.36% of portfolio
6,539
Q1 2025 Reduced 14.44%
$24.6B
$503 Million 0.33% of portfolio
269
Q1 2025 Added 9.8%
$0
$498 Million 0.33% of portfolio
4,857
Q4 2024 Added 0.35%
$0
$488 Million 0.32% of portfolio
6,448
Q1 2025 Reduced 1.35%
$480M
$474 Million 0.31% of portfolio
21,576
Q1 2025 Added 11.19%
$0
$459 Million 0.3% of portfolio
2,464
Q1 2025 Added 88.38%
$0
$423 Million 0.28% of portfolio
18,504
Q1 2025 Reduced 3.23%
$0
$426 Million 0.28% of portfolio
5,869
Q1 2025 Added 0.07%
$979B
$402 Million 0.26% of portfolio
2,570
Q1 2025 Reduced 7.45%
$0
$395 Million 0.26% of portfolio
1,915
Q1 2025 Reduced 0.62%
$0
$392 Million 0.26% of portfolio
7,866
Q1 2025 Reduced 1.82%
$220B
$377 Million 0.25% of portfolio
1,885
Q1 2025 Added 12.14%
$12.4B
$387 Million 0.25% of portfolio
13,041
Q1 2025 Added 110.3%

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $152 Billion
  • Prior Value $149 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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