Seldon Capital

Seldon Capital as of June 30, 2026

Portfolio Holdings for Seldon Capital

Seldon Capital holds 74 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Intel Corporation (INTC) 9.9 $32M 226k 139.63
Celestica (CLS) 8.1 $26M 71k 364.80
Talen Energy Corp (TLN) 6.7 $21M 56k 384.26
Verisign (VRSN) 5.7 $18M 73k 251.56
Vanguard Index Fds Total Stk Mkt (VTI) 5.1 $16M 44k 370.04
Lithium Argentina Com Shs (LAR) 4.8 $15M 1.9M 8.27
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) 4.4 $14M 190k 74.04
Teradyne (TER) 4.1 $13M 27k 483.84
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 3.7 $12M 76k 156.95
Applovin Corp Com Cl A (APP) 3.5 $11M 22k 515.23
Vanguard World Consum Stp Etf (VDC) 3.4 $11M 48k 225.49
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.3 $11M 149k 71.25
Smithfield Foods Inc Common Stock Usd.5 (SFD) 2.6 $8.2M 339k 24.26
Veeco Instruments (VECO) 2.4 $7.7M 101k 75.80
Nu Hldgs Ord Shs Cl A (NU) 2.3 $7.3M 545k 13.36
Apple (AAPL) 2.1 $6.7M 23k 289.36
Vertiv Holdings Com Cl A (VRT) 1.9 $6.1M 18k 334.82
Ishares Tr Core Msci Eafe (IEFA) 1.9 $6.0M 62k 96.58
Unity Software (U) 1.7 $5.3M 187k 28.58
LSB Industries (LXU) 1.4 $4.6M 424k 10.81
MKS Instruments (MKSI) 1.4 $4.6M 10k 444.80
Crocs (CROX) 1.4 $4.5M 38k 120.64
Pampa Energia Sa Spons Adr Lvl I (PAM) 1.4 $4.4M 54k 82.13
Huya Ads Rep Shs A (HUYA) 1.2 $3.8M 1.7M 2.30
Pdd Holdings Sponsored Ads (PDD) 1.2 $3.7M 48k 76.28
NVIDIA Corporation (NVDA) 1.1 $3.6M 18k 200.09
Stmicroelectronics N V Ny Registry (STM) 1.1 $3.4M 45k 74.89
First Ctzns Bancshares Inc D Cl A (FCNCA) 0.9 $3.0M 1.4k 2080.79
Alphabet Cap Stk Cl A (GOOGL) 0.9 $2.8M 7.7k 357.37
Ishares Tr Eafe Value Etf (EFV) 0.7 $2.4M 31k 76.55
Ishares Core Msci Emkt (IEMG) 0.7 $2.2M 26k 82.84
Microsoft Corporation (MSFT) 0.6 $1.9M 5.1k 373.02
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.6 $1.8M 3.8k 477.57
Grupo Cibest Sa Spon Ads (CIB) 0.5 $1.7M 22k 79.43
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.6M 27k 59.69
Dbx Etf Tr Xtrack Hrvst Csi (ASHR) 0.5 $1.6M 44k 36.66
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $1.6M 22k 73.41
Ecopetrol S A Sponsored Ads (EC) 0.4 $1.4M 100k 14.24
Amazon (AMZN) 0.4 $1.3M 5.3k 238.34
Twilio Cl A (TWLO) 0.3 $1.1M 5.2k 206.33
Ishares Tr Tips Bd Etf (TIP) 0.3 $932k 8.5k 109.43
Target Corporation (TGT) 0.3 $871k 6.7k 130.61
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.3 $824k 8.0k 103.05
Applied Materials (AMAT) 0.3 $813k 1.1k 723.00
Meta Platforms Cl A (META) 0.2 $779k 1.4k 563.29
Broadcom (AVGO) 0.2 $725k 1.9k 377.75
Lam Research Corp Com New (LRCX) 0.2 $667k 1.5k 433.33
Victorias Secret And Common Stock (VSXY) 0.2 $627k 7.5k 83.48
Ishares Tr Expnd Tec Sc Etf (IGM) 0.2 $619k 3.8k 163.58
Visa Com Cl A (V) 0.2 $513k 1.5k 343.09
Advanced Micro Devices (AMD) 0.2 $489k 841.00 580.91
Eli Lilly & Co. (LLY) 0.2 $485k 404.00 1199.43
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $472k 2.9k 164.27
Amphenol Corp Cl A (APH) 0.1 $470k 2.7k 176.32
Spdr Series Trust St Str Conv Etf (CWB) 0.1 $439k 4.1k 107.82
Johnson & Johnson (JNJ) 0.1 $435k 1.7k 253.97
Marvell Technology (MRVL) 0.1 $400k 1.3k 297.89
Kla Corp Com New (KLAC) 0.1 $338k 1.1k 301.71
Oracle Corporation (ORCL) 0.1 $332k 2.3k 146.55
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 0.1 $328k 6.6k 50.11
Anglogold Ashanti Com Shs (AU) 0.1 $323k 4.0k 80.89
Bank of America Corporation (BAC) 0.1 $314k 5.5k 56.98
Wal-Mart Stores (WMT) 0.1 $312k 2.8k 113.26
Home Depot (HD) 0.1 $291k 825.00 352.68
UnitedHealth (UNH) 0.1 $286k 687.00 415.63
Procter & Gamble Company (PG) 0.1 $268k 1.8k 146.64
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $264k 12k 22.78
Merck & Co (MRK) 0.1 $241k 1.9k 128.50
Mastercard Incorporated Cl A (MA) 0.1 $233k 454.00 513.60
Costco Wholesale Corporation (COST) 0.1 $223k 238.00 935.47
Ishares Msci Sth Kor Etf (EWY) 0.1 $202k 1.0k 201.90
Texas Instruments Incorporated (TXN) 0.1 $200k 672.00 298.07
Silvaco Group (SVCO) 0.1 $185k 13k 13.79
Companhia De Saneamento Basi Sponsored Adr (SBS) 0.0 $81k 14k 5.78