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Portfolio (Quarterly) Guide ↗

SEEDS INVESTOR LLC

· CIK 0002021047
13F Portfolio $735M AUM 350 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 106 New 150 Added 83 Reduced 22 Exited
Page 2 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 22,466.0 $5.6M 0.76% +10K +79.0% $249.02 -1.9%
22 PZA INVESCO EXCH TRADED FD TR II 237,249.0 $5.5M 0.75% +84K +54.5% $23.33 +0.7%
23 ISTB ISHARES TR 113,731.0 $5.5M 0.75% +22K +23.7% $48.54 -0.8%
24 SPEM SPDR INDEX SHS FDS 103,914.0 $5.2M 0.71% +18K +20.4% $50.38 +5.4%
25 VWOB VANGUARD WHITEHALL FDS 73,062.0 $4.9M 0.67% +40K +120.7% $67.32 +0.2%
26 AVGO BROADCOM INC Technology 12,520.0 $4.8M 0.65% +2K +14.7% $380.79 +8.0%
27 JMHI J P MORGAN EXCHANGE TRADED F 91,112.0 $4.6M 0.62% +13K +17.3% $49.95 +0.8%
28 GOOGL ALPHABET INC Communication Services 13,385.0 $4.5M 0.61% +5K +63.5% $332.90 +10.6%
29 SUSB ISHARES TR 173,965.0 $4.4M 0.59% +6K +3.5% $25.11 -0.7%
30 FIRST TR EXCH TRADED FD III 56,792.0 $4.1M 0.56% +11K +22.8% $72.53
31 FLMB FRANKLIN TEMPLETON ETF TR 149,840.0 $3.6M 0.49% +22K +17.2% $23.89 +0.3%
32 SPHY SPDR SERIES TRUST 141,539.0 $3.3M 0.45% +54K +62.1% $23.57 -0.6%
33 CAOS EA SERIES TRUST 34,713.0 $3.1M 0.43% +13K +57.0% $90.53 -0.2%
34 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 7,228.0 $2.7M 0.37% +1K +22.6% $379.88 +21.7%
35 IJR ISHARES TR 18,386.0 $2.4M 0.33% +5K +34.6% $132.43 +8.1%
36 QQQ INVESCO QQQ TR Financial Services 3,581.0 $2.3M 0.31% +362.0 +11.2% $628.65 +17.8%
37 JPM JPMORGAN CHASE & CO Financial Services 7,157.0 $2.2M 0.30% +724.0 +11.2% $311.14 +4.5%
38 IVV ISHARES TR 3,050.0 $2.1M 0.29% +2K +417.8% $697.75 +7.5%
39 EFIV SPDR SERIES TRUST 31,383.0 $2.1M 0.29% +290.0 +0.9% $67.22 +8.6%
40 HYXF ISHARES TR 44,542.0 $2.1M 0.28% +8K +22.0% $46.84 -0.2%
Page 2 of 8  ·  150 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 33.8%
Technology 29.6%
Communication Services 8.4%
Consumer Cyclical 7.8%
Industrials 6.9%
Healthcare 5.6%
Consumer Defensive 3.3%
Utilities 1.5%
Energy 1.1%
Real Estate 1.0%