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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 5 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BAC BANK AMERICA CORP Financial Services 13,289.0 $709K 0.10% +1K +11.1% $53.35 +5.3%
82 KO COCA COLA CO Consumer Defensive 9,209.0 $699K 0.10% +150.0 +1.7% $75.90 +4.6%
83 PEP PEPSICO INC Consumer Defensive 4,479.0 $698K 0.10% +370.0 +9.0% $155.74 -8.8%
84 CSCO CISCO SYS INC Technology 8,415.0 $695K 0.10% +865.0 +11.5% $82.61 +44.7%
85 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 7,361.0 $693K 0.09% +3K +81.7% $94.14 +16.4%
86 USFD US FOODS HLDG CORP Consumer Defensive 7,221.0 $668K 0.09% +357.0 +5.2% $92.47 -0.6%
87 GLW CORNING INC Technology 3,807.0 $658K 0.09% +292.0 +8.3% $172.84 +12.8%
88 LIN LINDE PLC Basic Materials 1,228.0 $614K 0.08% +267.0 +27.8% $499.85 +2.5%
89 DE DEERE & CO Industrials 1,020.0 $608K 0.08% +260.0 +34.2% $595.96 -1.1%
90 PG PROCTER & GAMBLE CO Consumer Defensive 4,079.0 $589K 0.08% +935.0 +29.7% $144.37 +4.2%
91 MRK MERCK & CO INC Healthcare 4,900.0 $588K 0.08% +2K +54.0% $119.97 -5.1%
92 SHE SPDR SERIES TRUST 4,265.0 $581K 0.08% +649.0 +17.9% $136.18 +13.9%
93 RB GLOBAL INC 5,465.0 $565K 0.08% +615.0 +12.7% $103.35
94 EXC EXELON CORP Utilities 11,502.0 $560K 0.08% +2K +20.6% $48.66 -5.9%
95 KRMA GLOBAL X FDS 12,734.0 $560K 0.08% +2K +16.4% $43.95 +7.7%
96 BALL BALL CORP Consumer Cyclical 8,694.0 $552K 0.07% +2K +26.1% $63.51 -9.1%
97 AVMV AMERICAN CENTY ETF TR 7,164.0 $549K 0.07% +2K +39.4% $76.58 +4.2%
98 JUST GOLDMAN SACHS ETF TR 5,454.0 $540K 0.07% +656.0 +13.7% $99.00 +8.2%
99 HSBC HSBC HLDGS PLC Financial Services 5,829.0 $533K 0.07% +3K +84.5% $91.38 +3.9%
100 XPO XPO INC Industrials 2,469.0 $525K 0.07% +450.0 +22.3% $212.66 -6.2%
Page 5 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%