Sebold Capital Management, Inc. Portfolio Holdings

Sebold Capital Management, Inc.

  • $152 Billion
  • Q3 2024

Sebold Capital Management, Inc. has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $152 Billion distributed in 69 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 $28.9B, Vanguard Dividend Appreciation with a value of $10.6B, Vanguard Mid Cap ETF with a value of $10.6B, Schwab Fundamental Emerging Mk with a value of $8.18B, and Vanguard Ftse Developed Market with a value of $6.28B.

Examining the 13F form we can see an increase of $6.92B in the current position value, from $145B 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: $143 Billion
Financial Services: $2.66 Billion
Consumer Cyclical: $1.89 Billion
Communication Services: $1.5 Billion
Technology: $873 Million
Healthcare: $841 Million
Industrials: $751 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.62B
$220 Million 0.15% of portfolio
1,400
Q3 2024 Reduced 12.5%

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $152 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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