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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 3 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AVDV AMERICAN CENTY ETF TR 19,299.0 $2.1M 0.28% +14K +266.6% $107.15 -0.4%
42 ESML ISHARES TR 39,797.0 $2.0M 0.27% +5K +15.2% $50.23 +8.5%
43 AVUV AMERICAN CENTY ETF TR 17,044.0 $2.0M 0.27% +14K +473.9% $115.46 +5.7%
44 AVLC AMERICAN CENTY ETF TR 23,204.0 $1.9M 0.26% +5K +24.3% $82.58 +8.6%
45 LLY ELI LILLY & CO Healthcare 1,962.0 $1.8M 0.25% +239.0 +13.9% $922.52 +19.1%
46 ASML ASML HLDG NV Technology 1,171.0 $1.8M 0.24% +407.0 +53.3% $1518.26 +27.1%
47 LRCX LAM RESEARCH CORP Technology 6,465.0 $1.8M 0.24% +312.0 +5.1% $272.40 +42.8%
48 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,734.0 $1.7M 0.23% +450.0 +35.0% $974.53 -2.4%
49 IXUS ISHARES TR 17,860.0 $1.7M 0.23% +2K +9.3% $93.10 +4.2%
50 META META PLATFORMS INC Communication Services 2,476.0 $1.6M 0.22% +423.0 +20.6% $662.54 -12.9%
51 JBL JABIL INC Technology 5,341.0 $1.6M 0.22% +372.0 +7.5% $305.97 +21.5%
52 V VISA INC Financial Services 4,939.0 $1.5M 0.21% +405.0 +8.9% $311.40 +5.1%
53 AMAT APPLIED MATLS INC Technology 3,870.0 $1.5M 0.21% +584.0 +17.8% $395.68 +56.0%
54 CIEN CIENA CORP Technology 3,251.0 $1.5M 0.21% +2K +138.2% $467.25 -8.4%
55 VOTE TCW ETF TRUST 18,556.0 $1.5M 0.21% +2K +15.0% $81.62 +8.3%
56 TSLA TESLA INC Consumer Cyclical 3,965.0 $1.4M 0.20% +1K +49.9% $364.20 +10.0%
57 WMT WALMART INC Consumer Defensive 11,328.0 $1.4M 0.19% +689.0 +6.5% $125.05 -6.3%
58 CHGX EA SERIES TRUST 47,904.0 $1.4M 0.19% +7K +17.1% $28.65 +15.5%
59 IVE ISHARES TR 6,122.0 $1.3M 0.18% +5K +352.1% $217.54 +4.1%
60 IVW ISHARES TR 10,550.0 $1.3M 0.18% +8K +277.5% $124.69 +10.6%
Page 3 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%