Seldon Capital

Seldon Capital as of June 30, 2025

Portfolio Holdings for Seldon Capital

Seldon Capital holds 67 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 11.9 $27M 213k 128.52
Talen Energy Corp (TLN) 9.0 $21M 71k 290.77
Celestica (CLS) 7.6 $18M 112k 156.11
Vanguard Index Fds Total Stk Mkt (VTI) 7.1 $16M 54k 303.93
Nu Hldgs Ord Shs Cl A (NU) 5.6 $13M 947k 13.72
Amer Sports Com Shs (AS) 4.6 $11M 274k 38.76
Vanguard World Consum Stp Etf (VDC) 4.5 $10M 48k 219.00
Ishares Msci Chile Etf (ECH) 4.5 $10M 331k 31.45
EQT Corporation (EQT) 3.8 $8.7M 150k 58.32
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.7 $8.5M 149k 57.01
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 2.4 $5.6M 66k 84.83
Qifu Technology American Dep (QFIN) 2.4 $5.6M 129k 43.36
Ishares Tr Core Msci Eafe (IEFA) 2.3 $5.2M 62k 83.48
Pdd Holdings Sponsored Ads (PDD) 2.2 $5.0M 48k 104.66
Reddit Cl A (RDDT) 2.2 $5.0M 33k 150.57
Kt Corp Sponsored Adr (KT) 2.1 $4.9M 236k 20.78
Apple (AAPL) 2.1 $4.8M 23k 205.17
Lexinfintech Hldgs Adr (LX) 2.1 $4.7M 658k 7.21
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 2.0 $4.5M 330k 13.72
Vertiv Holdings Com Cl A (VRT) 1.4 $3.2M 25k 128.41
NVIDIA Corporation (NVDA) 1.2 $2.8M 18k 157.99
First Ctzns Bancshares Inc N Cl A (FCNCA) 1.2 $2.8M 1.4k 1956.47
Microsoft Corporation (MSFT) 1.1 $2.5M 5.1k 497.41
Grupo Financiero Galicia Sponsored Adr (GGAL) 1.0 $2.3M 46k 50.39
Ishares Tr Eafe Value Etf (EFV) 0.9 $2.0M 31k 63.48
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $1.6M 22k 73.63
Ishares Core Msci Emkt (IEMG) 0.7 $1.6M 26k 60.03
Smithfield Foods Inc Common Stock Usd.5 (SFD) 0.7 $1.6M 66k 23.53
Taskus Class A Com (TASK) 0.7 $1.5M 92k 16.76
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.6 $1.4M 93k 15.11
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.4M 7.7k 176.23
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $1.3M 27k 49.46
Dbx Etf Tr Xtrack Hrvst Csi (ASHR) 0.5 $1.2M 44k 27.54
Amazon (AMZN) 0.5 $1.2M 5.3k 219.39
Meta Platforms Cl A (META) 0.4 $1.0M 1.4k 738.09
Ishares Tr Tips Bd Etf (TIP) 0.4 $937k 8.5k 110.04
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $866k 3.8k 226.49
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.3 $634k 8.0k 79.28
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.3 $631k 13k 47.75
Vista Energy S.a.b. De C.v. Sponsored Ads (VIST) 0.3 $618k 13k 47.81
Visa Com Cl A (V) 0.2 $531k 1.5k 355.05
Broadcom (AVGO) 0.2 $529k 1.9k 275.65
Oracle Corporation (ORCL) 0.2 $495k 2.3k 218.63
Ishares Tr Expnd Tec Sc Etf (IGM) 0.2 $425k 3.8k 112.34
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 0.2 $404k 8.1k 50.07
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $388k 2.9k 135.04
Spdr Series Trust Bbg Conv Sec Etf (CWB) 0.1 $336k 4.1k 82.66
Eli Lilly & Co. (LLY) 0.1 $315k 404.00 779.53
Home Depot (HD) 0.1 $303k 825.00 366.64
Intuit (INTU) 0.1 $298k 378.00 787.63
Procter & Gamble Company (PG) 0.1 $291k 1.8k 159.32
Wal-Mart Stores (WMT) 0.1 $269k 2.8k 97.78
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $267k 12k 22.98
Amphenol Corp Cl A (APH) 0.1 $264k 2.7k 98.75
Johnson & Johnson (JNJ) 0.1 $262k 1.7k 152.75
Bank of America Corporation (BAC) 0.1 $260k 5.5k 47.32
Mastercard Incorporated Cl A (MA) 0.1 $255k 454.00 561.94
Intuitive Surgical Com New (ISRG) 0.1 $251k 462.00 543.41
Costco Wholesale Corporation (COST) 0.1 $236k 238.00 989.94
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) 0.1 $234k 7.1k 32.78
UnitedHealth (UNH) 0.1 $214k 687.00 311.97
Servicenow (NOW) 0.1 $212k 206.00 1028.08
Boston Scientific Corporation (BSX) 0.1 $208k 1.9k 107.41
Applied Materials (AMAT) 0.1 $206k 1.1k 183.07
Novo-nordisk A S Adr (NVO) 0.1 $201k 2.9k 69.02
Thomson Reuters Corp. (TRI) 0.1 $200k 996.00 201.13
Banco Santander Chile Sp Adr Rep Com (BSAC) 0.1 $200k 7.9k 25.22