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 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 BNDW VANGUARD SCOTTSDALE FDS 3,321 $228K 0.03% SOLD
22 SGOV ISHARES TR 2,070 $208K 0.03% SOLD
23 REZI RESIDEO TECHNOLOGIES INC Industrials 5,227 $205K 0.03% SOLD
24 JXN JACKSON FINANCIAL INC Financial Services 1,946 $204K 0.03% SOLD
25 HON HONEYWELL INTL INC Industrials 876 $204K 0.03% SOLD
26 FN FABRINET Technology 299 $204K 0.03% SOLD
27 EWJ ISHARES INC 2,276 $203K 0.03% SOLD
28 XENE XENON PHARMACEUTICALS INC Healthcare 3,423 $203K 0.03% SOLD
29 GNR SPDR INDEX SHS FDS 2,692 $203K 0.03% SOLD
30 BWA BORGWARNER INC Consumer Cyclical 3,761 $202K 0.03% SOLD
31 CMCSA COMCAST CORP NEW Communication Services 7,160 $201K 0.03% SOLD
32 OGS ONE GAS INC Utilities 2,253 $200K 0.03% SOLD
33 LPL LG DISPLAY CO LTD Technology 10,170 $46K 0.01% SOLD
Page 2 of 2  ·  33 positions
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%