SCM
OAKM

Sebold Capital Management’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Sebold Capital Management’s Portfolio OAKM Stock Details OAKM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$824K Buy
32,098
+5,074
+19% +$122K 0.51% 34
2025
Q1 		$661K Buy
+27,024
New +$664K 0.43% 35

Other funds holding OAKM

CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AF
Abound Financial Granite Bay, California $229M AUM 17.03% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BRWM
Blue Rock Wealth Management Winston-Salem, North Carolina $179M AUM 24.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sebold Capital Management's OAKM Position: Q2 2025 in Review

Sebold Capital Management increased its Oakmark U.S. Large Cap ETF (OAKM) stake by 19% in Q2 2025, buying an estimated $122K and bringing the position to 32,098 shares worth $824K. The position accounts for 0.51% of the portfolio, ranked #34.

Sebold Capital Management first reported a position in OAKM in Q1 2025 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold OAKM as of Q2 2025.

  • Sebold Capital Management held 32,098 shares of Oakmark U.S. Large Cap ETF worth $824K as of Q2 2025.
  • Sebold Capital Management bought 5,074 Oakmark U.S. Large Cap ETF shares in Q2 2025, an estimated $122K.
  • Oakmark U.S. Large Cap ETF made up 0.51% of Sebold Capital Management's portfolio in Q2 2025, its #34 holding.
  • Sebold Capital Management first reported a position in Oakmark U.S. Large Cap ETF in Q1 2025 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2025.

Based on Sebold Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.