BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 8 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HDV ISHARES TR 12,945.0 $355K 0.04% +10K +356.6% $27.41 +6.6%
142 WPC WP CAREY INC Real Estate 4,805.0 $344K 0.04% +54.0 +1.1% $71.49 +0.0%
143 APH AMPHENOL CORP Technology 1,917.0 $338K 0.04% +39.0 +2.1% $176.30 -3.1%
144 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,468.0 $329K 0.03% +122.0 +9.1% $223.92 +18.8%
145 LECO LINCOLN ELEC HLDGS INC Industrials 1,235.0 $328K 0.03% +16.0 +1.3% $265.49 +7.7%
146 AXP AMERICAN EXPRESS CO Financial Services 969.0 $328K 0.03% +61.0 +6.7% $338.17 -0.6%
147 PLXS PLEXUS CORP Technology 1,081.0 $325K 0.03% +78.0 +7.8% $300.67 -8.8%
148 TD TORONTO DOMINION BK ONT Financial Services 2,636.0 $320K 0.03% +76.0 +3.0% $121.43 +2.4%
149 DUK DUKE ENERGY CORP NEW Utilities 2,448.0 $310K 0.03% +65.0 +2.7% $126.56 -2.4%
150 AAL AMERICAN AIRLINES GROUP INC Industrials 16,646.0 $301K 0.03% +3K +26.1% $18.07 -20.1%
151 ANNALY CAPITAL MANAGEMENT IN 13,065.0 $292K 0.03% +111.0 +0.9% $22.36
152 SONY SONY GROUP CORP Technology 14,509.0 $291K 0.03% +559.0 +4.0% $20.06 +18.1%
153 IBDU ISHARES TR 11,476.0 $266K 0.03% +887.0 +8.4% $23.16 -0.4%
154 IBDT ISHARES TR 10,502.0 $265K 0.03% +823.0 +8.5% $25.25 -0.2%
155 IBDS ISHARES TR 10,942.0 $265K 0.03% +869.0 +8.6% $24.22 -0.2%
156 IBDR ISHARES TR 10,876.0 $264K 0.03% +873.0 +8.7% $24.23 -0.1%
157 BLCR BLACKROCK ETF TRUST 5,098.0 $257K 0.03% +386.0 +8.2% $50.37 +0.6%
158 XVV ISHARES TR 4,517.0 $257K 0.03% +661.0 +17.1% $56.79 +4.0%
159 COP CONOCOPHILLIPS Energy 2,409.0 $250K 0.03% +133.0 +5.8% $103.96 +22.7%
160 JEPI J P MORGAN EXCHANGE TRADED F 4,411.0 $249K 0.03% +23.0 +0.5% $56.48 +2.3%
Page 8 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%