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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 9 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ALLY ALLY FINL INC Financial Services 5,226.0 $240K 0.03% +288.0 +5.8% $45.95 -5.1%
162 DFIC DIMENSIONAL ETF TRUST 6,431.0 $240K 0.03% +940.0 +17.1% $37.26 +5.5%
163 BLACKROCK ETF TRUST 7,528.0 $239K 0.03% +987.0 +15.1% $31.78
164 PLTR PALANTIR TECHNOLOGIES INC Technology 1,989.0 $232K 0.02% +395.0 +24.8% $116.67 +47.9%
165 CI THE CIGNA GROUP Healthcare 817.0 $225K 0.02% +14.0 +1.7% $275.69 -0.1%
166 ADBE ADOBE INC Technology 1,065.0 $218K 0.02% +188.0 +21.4% $205.02 +23.9%
167 CME CME GROUP INC Financial Services 964.0 $213K 0.02% +79.0 +8.9% $220.94 +21.2%
168 MFG MIZUHO FINANCIAL GROUP INC Financial Services 14,788.0 $142K 0.01% +998.0 +7.2% $9.58 +13.0%
169 SB SAFE BULKERS INC Industrials 20,159.0 $127K 0.01% +1K +5.3% $6.31 +28.4%
170 ICL ICL GROUP LTD Basic Materials 21,754.0 $108K 0.01% +1K +7.1% $4.98 +9.6%
171 NMR NOMURA HLDGS INC Financial Services 11,849.0 $104K 0.01% +72.0 +0.6% $8.78 +11.7%
Page 9 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%