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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 8 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CRM SALESFORCE INC Technology 1,802.0 $309K 0.04% +266.0 +17.3% $171.30 -11.4%
142 AXP AMERICAN EXPRESS CO Financial Services 908.0 $297K 0.04% +151.0 +19.9% $327.00 +3.4%
143 ANNALY CAPITAL MANAGEMENT IN 12,954.0 $290K 0.04% +700.0 +5.7% $22.40
144 SCI SERVICE CORP INTL Consumer Cyclical 3,162.0 $260K 0.04% +201.0 +6.8% $82.11 -11.6%
145 PYPL PAYPAL HLDGS INC Financial Services 5,031.0 $241K 0.03% +910.0 +22.1% $47.97 -11.4%
146 WCN WASTE CONNECTIONS INC Industrials 1,357.0 $217K 0.03% +136.0 +11.1% $159.59 -3.5%
147 PLTR PALANTIR TECHNOLOGIES INC Technology 1,594.0 $216K 0.03% +76.0 +5.0% $135.70 -5.3%
148 ALLY ALLY FINL INC Financial Services 4,938.0 $210K 0.03% +62.0 +1.3% $42.57 +6.9%
149 ADBE ADOBE INC Technology 877.0 $207K 0.03% +260.0 +42.1% $235.72 -17.2%
150 SB SAFE BULKERS INC Industrials 19,146.0 $124K 0.02% +7K +53.8% $6.48 +3.4%
Page 8 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%