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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 5 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VOTE TCW ETF TRUST 18,747.0 $1.7M 0.17% +191.0 +1.0% $88.17 +3.4%
82 TT TRANE TECHNOLOGIES PLC Industrials 3,233.0 $1.6M 0.16% +54.0 +1.7% $491.13 -3.2%
83 ESGE ISHARES INC 23,281.0 $1.3M 0.13% +4K +19.9% $54.69 -1.1%
84 VWO VANGUARD INTL EQUITY INDEX F 21,117.0 $1.3M 0.13% +2K +8.1% $59.69 +1.2%
85 SPMD SPDR SERIES TRUST 18,572.0 $1.3M 0.13% +2K +14.2% $67.56 +1.8%
86 SCHA SCHWAB STRATEGIC TR 34,029.0 $1.2M 0.13% +26K +316.0% $36.13 -0.9%
87 GS GOLDMAN SACHS GROUP INC Financial Services 1,163.0 $1.2M 0.12% +234.0 +25.2% $1011.30 +4.0%
88 CSCO CISCO SYS INC Technology 9,772.0 $1.1M 0.12% +1K +16.1% $117.47 -3.9%
89 QCOM QUALCOMM INC Technology 5,877.0 $1.1M 0.11% +1K +26.1% $184.78 -12.2%
90 FLEX FLEX LTD Technology 6,539.0 $1.1M 0.11% +776.0 +13.5% $162.07 -19.8%
91 TJX TJX COS INC NEW Consumer Cyclical 6,961.0 $1.1M 0.11% +107.0 +1.6% $151.51 -0.4%
92 GE GE AEROSPACE Industrials 2,735.0 $1.0M 0.10% +255.0 +10.3% $373.74 -1.2%
93 SHYG ISHARES TR 23,811.0 $1.0M 0.10% +9K +66.1% $42.41 -0.5%
94 BERKSHIRE HATHAWAY INC DEL 1,884.0 $942K 0.10% +76.0 +4.2% $500.26
95 XOM EXXON MOBIL CORP Energy 6,872.0 $940K 0.10% +188.0 +2.8% $136.72 +18.1%
96 BOXX EA SERIES TRUST 7,622.0 $892K 0.09% +2K +40.8% $117.09 +0.7%
97 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 8,157.0 $879K 0.09% +796.0 +10.8% $107.79 +4.8%
98 KO COCA COLA CO Consumer Defensive 10,036.0 $816K 0.08% +827.0 +9.0% $81.27 +7.0%
99 VZ VERIZON COMMUNICATIONS INC Communication Services 19,009.0 $805K 0.08% +531.0 +2.9% $42.34 +13.5%
100 AVMV AMERICAN CENTY ETF TR 9,980.0 $804K 0.08% +3K +39.3% $80.53 +3.9%
Page 5 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%