Portfolio (Quarterly)
Guide ↗
SEEDS INVESTOR LLC
· CIK 0002021047| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | URI | UNITED RENTALS INC | Industrials | 588 | $476K | 0.09% | SOLD |
| 2 | MHK | MOHAWK INDS INC | Consumer Cyclical | 2,988 | $327K | 0.06% | SOLD |
| 3 | EQH | EQUITABLE HLDGS INC | Financial Services | 6,743 | $321K | 0.06% | SOLD |
| 4 | WAT | WATERS CORP | Healthcare | 748 | $284K | 0.05% | SOLD |
| 5 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 758 | $266K | 0.05% | SOLD |
| 6 | INTU | INTUIT | Technology | 392 | $260K | 0.05% | SOLD |
| 7 | A | AGILENT TECHNOLOGIES INC | Healthcare | 1,902 | $259K | 0.05% | SOLD |
| 8 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 2,699 | $257K | 0.05% | SOLD |
| 9 | SPMO | INVESCO EXCH TRADED FD TR II | — | 2,101 | $251K | 0.05% | SOLD |
| 10 | LNC | LINCOLN NATL CORP IND | Financial Services | 5,611 | $250K | 0.05% | SOLD |
| 11 | GWRE | GUIDEWIRE SOFTWARE INC | Technology | 1,173 | $236K | 0.04% | SOLD |
| 12 | AYI | ACUITY INC | Industrials | 653 | $235K | 0.04% | SOLD |
| 13 | — | LXP INDUSTRIAL TRUST | — | 4,720 | $234K | 0.04% | SOLD |
| 14 | FIS | FIDELITY NATL INFORMATION SV | Technology | 3,451 | $229K | 0.04% | SOLD |
| 15 | — | DAYFORCE INC | — | 3,316 | $229K | 0.04% | SOLD |
| 16 | — | INSTALLED BLDG PRODS INC | — | 860 | $223K | 0.04% | SOLD |
| 17 | AON | AON PLC | Financial Services | 619 | $218K | 0.04% | SOLD |
| 18 | ALV | AUTOLIV INC | Consumer Cyclical | 1,838 | $218K | 0.04% | SOLD |
| 19 | IWM | ISHARES TR | — | 872 | $215K | 0.04% | SOLD |
| 20 | JEF | JEFFERIES FINL GROUP INC | Financial Services | 3,426 | $212K | 0.04% | SOLD |
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%