Seldon Capital

Seldon Capital as of March 31, 2026

Portfolio Holdings for Seldon Capital

Seldon Capital holds 65 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Bentley Sys Com Cl B (BSY) 10.2 $28M 793k 35.12
Celestica (CLS) 7.3 $20M 71k 281.68
Talen Energy Corp (TLN) 6.5 $18M 56k 319.23
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) 5.6 $15M 190k 80.94
Vanguard Index Fds Total Stk Mkt (VTI) 5.2 $14M 44k 320.81
Lithium Argentina Com Shs (LAR) 4.6 $12M 1.9M 6.68
EQT Corporation (EQT) 4.1 $11M 177k 63.64
Vanguard World Consum Stp Etf (VDC) 3.9 $11M 48k 224.59
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 3.8 $10M 76k 138.32
Intel Corporation (INTC) 3.7 $10M 226k 44.13
Nu Hldgs Ord Shs Cl A (NU) 3.6 $9.7M 675k 14.37
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.5 $9.5M 149k 64.08
Teradyne (TER) 3.0 $8.1M 27k 296.46
Smithfield Foods Inc Common Stock Usd.5 (SFD) 2.8 $7.7M 275k 27.97
Huya Ads Rep Shs A (HUYA) 2.8 $7.5M 2.3M 3.30
Apple (AAPL) 2.2 $5.9M 23k 253.79
Pampa Energia Sa Spons Adr Lvl I (PAM) 2.1 $5.7M 65k 88.50
Ishares Tr Core Msci Eafe (IEFA) 2.1 $5.7M 62k 90.53
CF Industries Holdings (CF) 2.0 $5.4M 42k 129.84
Pdd Holdings Sponsored Ads (PDD) 1.9 $5.2M 51k 102.18
Vertiv Holdings Com Cl A (VRT) 1.8 $4.8M 19k 250.58
Fastly Cl A (FSLY) 1.6 $4.4M 151k 29.06
Ishares Msci Chile Etf (ECH) 1.6 $4.4M 110k 39.76
NVIDIA Corporation (NVDA) 1.1 $3.1M 18k 174.40
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 1.1 $3.0M 56k 52.76
First Ctzns Bancshares Inc D Cl A (FCNCA) 1.0 $2.7M 1.4k 1884.66
Ishares Tr Eafe Value Etf (EFV) 0.8 $2.3M 31k 74.35
LSB Industries (LXU) 0.8 $2.3M 153k 14.90
Alphabet Cap Stk Cl A (GOOGL) 0.8 $2.2M 7.7k 287.56
Microsoft Corporation (MSFT) 0.7 $1.9M 5.1k 370.17
Ishares Core Msci Emkt (IEMG) 0.7 $1.8M 26k 69.75
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $1.6M 22k 73.64
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.5M 27k 54.05
Dbx Etf Tr Xtrack Hrvst Csi (ASHR) 0.5 $1.4M 44k 32.64
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.5 $1.3M 3.8k 337.95
Amazon (AMZN) 0.4 $1.1M 5.3k 208.27
Unity Software (U) 0.4 $1.1M 49k 21.94
Ishares Tr Tips Bd Etf (TIP) 0.3 $940k 8.5k 110.36
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.3 $799k 8.0k 99.86
Meta Platforms Cl A (META) 0.3 $791k 1.4k 572.13
Broadcom (AVGO) 0.2 $594k 1.9k 309.51
Visa Com Cl A (V) 0.2 $452k 1.5k 302.24
Ishares Tr Expnd Tec Sc Etf (IGM) 0.2 $449k 3.8k 118.51
Johnson & Johnson (JNJ) 0.2 $419k 1.7k 244.44
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $410k 2.9k 142.43
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.1 $397k 13k 29.99
Anglogold Ashanti Com Shs (AU) 0.1 $389k 4.0k 97.36
Applied Materials (AMAT) 0.1 $385k 1.1k 341.79
Spdr Series Trust State Street Spd (CWB) 0.1 $372k 4.1k 91.52
Eli Lilly & Co. (LLY) 0.1 $372k 404.00 919.77
Victorias Secret And Common Stock (VSCO) 0.1 $348k 7.5k 46.36
Wal-Mart Stores (WMT) 0.1 $342k 2.8k 124.28
Amphenol Corp Cl A (APH) 0.1 $337k 2.7k 126.35
Oracle Corporation (ORCL) 0.1 $333k 2.3k 147.11
Lam Research Corp Com New (LRCX) 0.1 $329k 1.5k 213.66
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 0.1 $328k 6.6k 50.05
Home Depot (HD) 0.1 $271k 825.00 328.89
Bank of America Corporation (BAC) 0.1 $268k 5.5k 48.75
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $266k 12k 22.91
Procter & Gamble Company (PG) 0.1 $264k 1.8k 144.44
Costco Wholesale Corporation (COST) 0.1 $237k 238.00 996.43
Mastercard Incorporated Cl A (MA) 0.1 $227k 454.00 499.66
Merck & Co (MRK) 0.1 $225k 1.9k 120.29
Intuitive Surgical Com New (ISRG) 0.1 $213k 462.00 460.99
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) 0.1 $191k 11k 16.97