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Portfolio (Quarterly) Guide ↗

SEEDS INVESTOR LLC

· CIK 0002021047
13F Portfolio $973M AUM 379 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 62 New 171 Added 123 Reduced 33 Exited
Page 4 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VGSH VANGUARD SCOTTSDALE FDS 47,339.0 $2.8M 0.28% +28K +141.2% $58.20 -0.1%
62 JPM JPMORGAN CHASE & CO Financial Services 8,159.0 $2.7M 0.27% +1K +14.0% $327.32 +10.3%
63 XJH ISHARES TR 51,016.0 $2.7M 0.27% +15K +41.5% $52.15 +1.7%
64 ESML ISHARES TR 46,902.0 $2.6M 0.27% +7K +17.9% $55.93 +1.3%
65 AVLC AMERICAN CENTY ETF TR 28,819.0 $2.6M 0.27% +6K +24.2% $89.96 +3.0%
66 AVUV AMERICAN CENTY ETF TR 19,611.0 $2.4M 0.25% +3K +15.1% $124.76 +2.8%
67 EFIV SPDR SERIES TRUST 33,274.0 $2.4M 0.25% +2K +6.0% $72.93 +3.9%
68 V VISA INC Financial Services 6,749.0 $2.3M 0.24% +2K +36.6% $343.10 +4.6%
69 AVDV AMERICAN CENTY ETF TR 21,279.0 $2.2M 0.23% +2K +10.3% $103.05 +7.9%
70 EFA ISHARES TR 20,812.0 $2.2M 0.22% +1K +5.3% $103.88 +4.4%
71 STIP ISHARES TR 20,717.0 $2.1M 0.22% +10K +86.9% $102.16 -1.4%
72 IGIB ISHARES TR 39,499.0 $2.1M 0.22% +20K +98.7% $53.17 -1.9%
73 HYXF ISHARES TR 44,914.0 $2.1M 0.22% +372.0 +0.8% $46.72 -0.6%
74 JBL JABIL INC Technology 5,394.0 $2.1M 0.21% +53.0 +1.0% $385.45 -4.0%
75 CHGX EA SERIES TRUST 62,295.0 $2.1M 0.21% +14K +30.0% $33.21 +2.5%
76 TSLA TESLA INC Consumer Cyclical 4,708.0 $2.0M 0.20% +743.0 +18.7% $420.60 -19.3%
77 GLD SPDR GOLD TR Financial Services 5,174.0 $1.9M 0.20% +459.0 +9.7% $368.41 +10.1%
78 AVDE AMERICAN CENTY ETF TR 19,098.0 $1.7M 0.17% +16K +440.6% $89.20 +5.7%
79 SPYM SPDR SERIES TRUST 19,042.0 $1.7M 0.17% +7K +53.6% $87.88 +3.5%
80 CAT CATERPILLAR INC Industrials 1,568.0 $1.7M 0.17% +268.0 +20.6% $1065.10 -17.2%
Page 4 of 9  ·  171 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
Technology 41.6%
Financial Services 34.2%
Industrials 5.7%
Communication Services 5.2%
Consumer Cyclical 4.9%
Healthcare 3.9%
Consumer Defensive 1.9%
Utilities 0.9%
Real Estate 0.6%
Energy 0.6%