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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 7 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VO VANGUARD INDEX FDS 6,897.0 $556K 0.06% +6K +649.7% $80.57 +4.3%
122 EXC EXELON CORP Utilities 11,753.0 $548K 0.06% +251.0 +2.2% $46.62 -2.3%
123 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 23,155.0 $546K 0.06% +338.0 +1.5% $23.58 +11.3%
124 ASX ASE TECHNOLOGY HLDG CO LTD Technology 12,099.0 $546K 0.06% +651.0 +5.7% $45.12 -11.5%
125 PLD PROLOGIS INC. Real Estate 3,786.0 $513K 0.05% +233.0 +6.6% $135.48 +3.8%
126 RS RELIANCE INC Basic Materials 1,251.0 $468K 0.05% +74.0 +6.3% $373.74 +14.5%
127 IEFA ISHARES TR 4,750.0 $459K 0.05% +24.0 +0.5% $96.59 +4.6%
128 PSTG EVERPURE INC 5,803.0 $457K 0.05% +580.0 +11.1% $78.78
129 PFE PFIZER INC Healthcare 18,646.0 $449K 0.05% +3K +19.0% $24.08 +11.6%
130 IBM INTERNATIONAL BUSINESS MACHS Technology 1,574.0 $443K 0.04% +11.0 +0.7% $281.21 -18.6%
131 C CITIGROUP INC Financial Services 3,122.0 $437K 0.04% +612.0 +24.4% $139.96 -1.0%
132 NWS NEWS CORP NEW Communication Services 15,526.0 $436K 0.04% +116.0 +0.8% $28.06 +16.5%
133 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 3,847.0 $430K 0.04% +138.0 +3.7% $111.78 -6.4%
134 UNP UNION PAC CORP Industrials 1,568.0 $426K 0.04% +324.0 +26.1% $271.98 +10.3%
135 NEE NEXTERA ENERGY INC Utilities 4,812.0 $422K 0.04% +113.0 +2.4% $87.76 -1.8%
136 ILMN ILLUMINA INC Healthcare 2,372.0 $417K 0.04% +401.0 +20.4% $175.86 +9.8%
137 PRI PRIMERICA INC Financial Services 1,385.0 $394K 0.04% +58.0 +4.4% $284.19 +9.1%
138 UNM UNUM GROUP Financial Services 4,251.0 $380K 0.04% +207.0 +5.1% $89.40 +2.4%
139 T AT&T INC Communication Services 18,341.0 $380K 0.04% +5K +33.2% $20.70 +19.2%
140 MEAR ISHARES U S ETF TR 7,125.0 $359K 0.04% +178.0 +2.6% $50.38 -0.3%
Page 7 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%