Sebold Capital Management, Inc.
Filing Date
Global Rank
#7,488
/ 7,991
▲ 18
Top Industry
Internet Content & Information
12.4%
3Y Alpha vs SPY
+3.1%
Period ended 12 months ago
Filed Aug 5, 2025 · 10mo
11 quarters · since Dec 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+90.9%
SPY
+76.5%
Annualised alpha
+3.2%
Max drawdown
−22.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
23 positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025Top Position
11.1%
−0.4 pts
Top 5
45.7%
+1.8 pts
Top 10
69.1%
+2.0 pts
HHI
620
Diversified+19
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 27.9% | $3,434,189 |
| Unclassified | 22.0% | $2,712,121 |
| Technology | 14.2% | $1,748,011 |
| Consumer Cyclical | 12.2% | $1,505,930 |
| Healthcare | 10.0% | $1,224,564 |
| Communication Services | 9.6% | $1,184,634 |
| Industrials | 4.0% | $492,644 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MDY | Spdr S&P Midcap 400 ETF Trust | +180 | 1,953 | $1,106,335 | |
| AMZN | Amazon Com Inc | +138 | 3,706 | $813,059 | |
| COF | Capital One Financial Corp | +92 | 5,362 | $1,140,819 | |
| USB | US Bancorp De | +64 | 6,399 | $289,554 | |
| WFC | Wells Fargo & Company/Mn | +56 | 8,055 | $645,366 | |
| META | Meta Platforms, Inc. | +40 | 1,605 | $1,184,634 | |
| GE | General Electric Co | +29 | 1,914 | $492,644 | |
| CI | Cigna Group | +18 | 1,160 | $383,472 | |
| SPY | Spdr S&P 500 ETF Trust | +17 | 2,217 | $1,369,773 | |
| DGX | Quest Diagnostics Inc | +4 | 1,537 | $276,091 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VTRS | Viatris Inc | −8,255 | 27,297 | $243,762 | |
| MGM | MGM Resorts International | −4,632 | 8,409 | $289,185 | |
| SGOL | abrdn Gold ETF Trust | −1,975 | 7,483 | $236,013 | |
| PLTR | Palantir Technologies Inc. | −555 | 5,984 | $815,738 | |
| AMAT | Applied Materials Inc /De | −474 | 1,558 | $285,223 | |
| AVGO | Broadcom Inc. | −243 | 1,499 | $413,199 | |
| JPM | Jpmorgan Chase & Co | −21 | 1,063 | $308,174 | |
| MKL | Markel Group Inc. | −8 | 261 | $521,310 | |
| CME | Cme Group Inc. | −4 | 1,183 | $326,058 | |
| No positions match the current search. | |||||
23 positions ·
$12,302,093 total
· as of Jun 30, 2025
All sectors
Communication Services
Consumer Cyclical
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 2,217 | $1,369,773 | 11.13% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,605 | $1,184,634 | 9.63% | |
| COF |
Capital One Financial Corp
Financial Services
|
Added | 5,362 | $1,140,819 | 9.27% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Added | 1,953 | $1,106,335 | 8.99% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 5,984 | $815,738 | 6.63% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,706 | $813,059 | 6.61% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 8,055 | $645,366 | 5.25% | |
| MKL |
Markel Group Inc.
Financial Services
|
Reduced | 261 | $521,310 | 4.24% | |
| GE |
General Electric Co
Industrials
|
Added | 1,914 | $492,644 | 4.00% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 1,499 | $413,199 | 3.36% | |
| SCVL |
Shoe Carnival Inc
Consumer Cyclical
|
Held | 21,576 | $403,686 | 3.28% | |
| CI |
Cigna Group
Healthcare
|
Added | 1,160 | $383,472 | 3.12% | |
| CME |
Cme Group Inc.
Financial Services
|
Reduced | 1,183 | $326,058 | 2.65% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
NEW | 4,657 | $321,239 | 2.61% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 1,063 | $308,174 | 2.51% | |
| USB |
US Bancorp De
Financial Services
|
Added | 6,399 | $289,554 | 2.35% | |
| MGM |
MGM Resorts International
Consumer Cyclical
|
Reduced | 8,409 | $289,185 | 2.35% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 1,558 | $285,223 | 2.32% | |
| DGX |
Quest Diagnostics Inc
Healthcare
|
Added | 1,537 | $276,091 | 2.24% | |
| VTRS |
Viatris Inc
Healthcare
|
Reduced | 27,297 | $243,762 | 1.98% | |
| SGOL |
abrdn Gold ETF Trust
|
Reduced | 7,483 | $236,013 | 1.92% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 1,648 | $233,851 | 1.90% | |
| RJF |
Raymond James Financial Inc
Financial Services
|
NEW | 1,323 | $202,908 | 1.65% |