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 2 of 2 · 22 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	AGG	ISHARES TR	—	2,109	$211K	0.04%	SOLD
22	MS	MORGAN STANLEY	Financial Services	1,177	$209K	0.04%	SOLD

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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%