Sebold Capital Management, Inc.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2025, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 87.3%; sector active share 81.3% against the combined 13F book's sector weights.
Over time 11 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
78 tracked positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025Portfolio Trend
Sector Breakdown
As of Jun 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 93.5% | $151,812,328 |
| Financial Services | 2.4% | $3,846,131 |
| Technology | 1.1% | $1,748,011 |
| Communication Services | 1.0% | $1,684,519 |
| Consumer Cyclical | 0.9% | $1,505,930 |
| Healthcare | 0.8% | $1,224,564 |
| Industrials | 0.3% | $492,644 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| APLU | Allspring Core Plus ETF | +42,986 | 151,314 | $3,773,771 | |
| FNDE | Schwab Fundamental Emerging Markets Equity ETF | +15,471 | 276,545 | $9,128,750 | |
| JAAA | Janus Henderson AAA CLO ETF | +7,526 | 46,221 | $2,345,715 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | +6,557 | 64,725 | $4,765,701 | |
| OAKM | Oakmark U.S. Large Cap ETF | +5,074 | 32,098 | $824,276 | |
| FNDA | Schwab Strategic Trust | +4,158 | 162,144 | $4,645,425 | |
| FNDX | Schwab Fundamental U.S. Large Company ETF | +3,813 | 170,447 | $4,182,769 | |
| JBBB | Janus Henderson B-BBB CLO ETF | +2,961 | 22,860 | $1,102,080 | |
| VIG | Vanguard Specialized Funds | +2,830 | 58,419 | $11,956,616 | |
| FEX | First Trust Large Cap Core AlphaDEX Fund | +640 | 5,497 | $604,450 | |
| VO | VANGUARD MID-CAP INDEX FUND | +603 | 43,876 | $12,277,821 | |
| GOOG | Alphabet Inc. | +248 | 2,818 | $499,885 | |
| DUSA | Davis Select U.S. Equity ETF | +207 | 79,348 | $3,672,225 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | +180 | 1,953 | $1,106,335 | |
| XLY | State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF | +155 | 1,314 | $285,571 | |
| AMZN | Amazon Com Inc | +138 | 3,706 | $813,059 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | +101 | 931 | $282,958 | |
| COF | Capital One Financial Corp | +92 | 5,362 | $1,140,819 | |
| USB | US Bancorp De | +64 | 6,399 | $289,554 | |
| WFC | Wells Fargo & Company | +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 | |
| IVV | iShares Core S&P 500 ETF | +11 | 2,883 | $1,790,054 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HYMB | State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF | −47,130 | 31,791 | $787,780 | |
| FMB | First Trust Managed Municipal ETF | −27,887 | 26,146 | $1,302,593 | |
| FTSM | First Trust Enhanced Short Maturity ETF | −18,044 | 65,457 | $3,918,910 | |
| VTRS | Viatris Inc | −8,255 | 27,297 | $243,762 | |
| BNDX | Vanguard Total International Bond ETF | −5,627 | 42,946 | $2,126,256 | |
| SCHX | Schwab U.S. Large-Cap ETF | −4,971 | 75,232 | $1,838,670 | |
| MGM | MGM Resorts International | −4,632 | 8,409 | $289,185 | |
| XCEM | Columbia EM Core ex-China ETF | −4,447 | 99,601 | $3,404,362 | |
| FNDF | Schwab Fundamental International Equity ETF | −4,048 | 82,341 | $3,295,286 | |
| VIOO | VANGUARD S&P SMALL-CAP 600 INDEX FUND | −3,986 | 42,403 | $4,292,455 | |
| ANGL | VanEck Fallen Angel High Yield Bond ETF | −3,022 | 146,289 | $4,283,341 | |
| FEM | First Trust Emerging Markets AlphaDEX Fund | −2,922 | 15,582 | $382,693 | |
| SPYM | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | −2,769 | 13,683 | $994,617 | |
| RSP | Victory Portfolios II | −2,012 | 149,172 | $27,110,519 | |
| SGOL | abrdn Gold ETF Trust | −1,975 | 7,483 | $236,013 | |
| DINT | Davis Select International ETF | −1,460 | 101,939 | $2,636,142 | |
| — | −1,135 | 33,969 | $1,624,737 | ||
| SCHE | Schwab Emerging Markets Equity ETF | −811 | 37,169 | $1,120,273 | |
| PLTR | Palantir Technologies Inc. | −555 | 5,984 | $815,738 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | −496 | 1,419 | $359,333 | |
| AMAT | Applied Materials Inc | −474 | 1,558 | $285,223 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | −442 | 8,668 | $5,749,311 | |
| RSPT | Victory Portfolios II | −365 | 6,604 | $269,311 | |
| IJH | iShares Core S&P Mid-Cap ETF | −338 | 70,455 | $4,369,619 | |
| IJR | iShares Core S&P Small-Cap ETF | −304 | 30,922 | $3,379,465 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HYD | VanEck High Yield Muni ETF | 18,649 | $936,366 | |
| SPHQ | Invesco S&P 500 Quality ETF | 7,049 | $502,311 | |
| QEMM | State Street(R) SPDR(R) MSCI Emerging Markets StrategicFactors(SM) ETF | 5,861 | $369,418 | |
| CVS | CVS HEALTH Corp | 4,657 | $321,239 | |
| AMD | Advanced Micro Devices Inc | 1,648 | $233,851 | |
| VOX | VANGUARD COMMUNICATION SERVICES INDEX FUND | 1,322 | $226,101 | |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND | 2,566 | $205,562 | |
| RJF | Raymond James Financial Inc | 1,323 | $202,908 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| RSP |
Victory Portfolios II
|
Reduced | 149,172 | $27,110,519 | 16.70% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Added | 43,876 | $12,277,821 | 7.56% | |
| VIG |
Vanguard Specialized Funds
|
Added | 58,419 | $11,956,616 | 7.37% | |
| FNDE |
Schwab Fundamental Emerging Markets Equity ETF
|
Added | 276,545 | $9,128,750 | 5.62% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Reduced | 132,566 | $7,557,587 | 4.66% | |
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
Reduced | 8,668 | $5,749,311 | 3.54% | |
| BND |
VANGUARD TOTAL BOND MARKET INDEX FUND
|
Added | 64,725 | $4,765,701 | 2.94% | |
| FNDA |
Schwab Strategic Trust
|
Added | 162,144 | $4,645,425 | 2.86% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Reduced | 70,455 | $4,369,619 | 2.69% | |
| VIOO |
VANGUARD S&P SMALL-CAP 600 INDEX FUND
|
Reduced | 42,403 | $4,292,455 | 2.64% | |
| ANGL |
VanEck Fallen Angel High Yield Bond ETF
|
Reduced | 146,289 | $4,283,341 | 2.64% | |
| FNDX |
Schwab Fundamental U.S. Large Company ETF
|
Added | 170,447 | $4,182,769 | 2.58% | |
| FTSM |
First Trust Enhanced Short Maturity ETF
|
Reduced | 65,457 | $3,918,910 | 2.41% | |
| APLU |
Allspring Core Plus ETF
|
Added | 151,314 | $3,773,771 | 2.32% | |
| DUSA |
Davis Select U.S. Equity ETF
|
Added | 79,348 | $3,672,225 | 2.26% | |
| XCEM |
Columbia EM Core ex-China ETF
|
Reduced | 99,601 | $3,404,362 | 2.10% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Reduced | 30,922 | $3,379,465 | 2.08% | |
| FNDF |
Schwab Fundamental International Equity ETF
|
Reduced | 82,341 | $3,295,286 | 2.03% | |
| DINT |
Davis Select International ETF
|
Reduced | 101,939 | $2,636,142 | 1.62% | |
| JAAA |
Janus Henderson AAA CLO ETF
|
Added | 46,221 | $2,345,715 | 1.45% | |
| BNDX |
Vanguard Total International Bond ETF
|
Reduced | 42,946 | $2,126,256 | 1.31% | |
| SCHX |
Schwab U.S. Large-Cap ETF
|
Reduced | 75,232 | $1,838,670 | 1.13% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 2,883 | $1,790,054 | 1.10% | |
|
|
Reduced | 33,969 | $1,624,737 | 1.00% | ||
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 2,217 | $1,369,773 | 0.84% | |
| FMB |
First Trust Managed Municipal ETF
|
Reduced | 26,146 | $1,302,593 | 0.80% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,605 | $1,184,634 | 0.73% | |
| COF |
Capital One Financial Corp
Financial Services
|
Added | 5,362 | $1,140,819 | 0.70% | |
| SCHE |
Schwab Emerging Markets Equity ETF
|
Reduced | 37,169 | $1,120,273 | 0.69% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Added | 1,953 | $1,106,335 | 0.68% | |
| JBBB |
Janus Henderson B-BBB CLO ETF
|
Added | 22,860 | $1,102,080 | 0.68% | |
| SPYM |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
Reduced | 13,683 | $994,617 | 0.61% | |
| HYD |
VanEck High Yield Muni ETF
|
NEW | 18,649 | $936,366 | 0.58% | |
| OAKM |
Oakmark U.S. Large Cap ETF
|
Added | 32,098 | $824,276 | 0.51% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 5,984 | $815,738 | 0.50% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,706 | $813,059 | 0.50% | |
| HYMB |
State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF
|
Reduced | 31,791 | $787,780 | 0.49% | |
| VEU |
Vanguard International Equity Index Funds
|
Held | 9,960 | $669,511 | 0.41% | |
| WFC |
Wells Fargo & Company
Financial Services
|
Added | 8,055 | $645,366 | 0.40% | |
| FEX |
First Trust Large Cap Core AlphaDEX Fund
|
Added | 5,497 | $604,450 | 0.37% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Reduced | 6,358 | $530,765 | 0.33% | |
| MKL |
Markel Group Inc.
Financial Services
|
Reduced | 261 | $521,310 | 0.32% | |
| SPHQ |
Invesco S&P 500 Quality ETF
|
NEW | 7,049 | $502,311 | 0.31% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 2,818 | $499,885 | 0.31% | |
| GE |
General Electric Co
Industrials
|
Added | 1,914 | $492,644 | 0.30% | |
| VBR |
VANGUARD SMALL-CAP VALUE INDEX FUND
|
Reduced | 2,340 | $456,323 | 0.28% | |
| RSPF |
Victory Portfolios II
|
Added | 5,873 | $446,994 | 0.28% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 1,499 | $413,199 | 0.25% | |
| XLF |
State Street Corp
Financial Services
|
Held | 7,866 | $411,942 | 0.25% | |
| SHOE |
Shoe Station Group Inc
Consumer Cyclical
|
Held | 21,576 | $403,686 | 0.25% |
Showing the top 50 of 78 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.