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Portfolio (Quarterly) Guide ↗

SEEDS INVESTOR LLC

· CIK 0002021047
13F Portfolio $522M AUM 266 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 266 New
Page 11 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FJUL FIRST TR EXCHNG TRADED FD VI 5,395.0 $302K 0.06% NEW $55.92 +6.2%
202 CCK CROWN HLDGS INC Consumer Cyclical 2,903.0 $299K 0.06% NEW $102.96 -1.4%
203 T AT&T INC Communication Services 12,027.0 $299K 0.06% NEW $24.84 -11.4%
204 MCD MCDONALDS CORP Consumer Cyclical 964.0 $295K 0.06% NEW $305.71 -8.9%
205 FJAN FIRST TR EXCHNG TRADED FD VI 5,690.0 $294K 0.06% NEW $51.75 +6.5%
206 NWSA NEWS CORP NEW Communication Services 11,222.0 $293K 0.06% NEW $26.12 -3.2%
207 IVE ISHARES TR 1,354.0 $287K 0.06% NEW $212.01 +6.8%
208 WAT WATERS CORP Healthcare 748.0 $284K 0.05% NEW $379.83 -6.4%
209 AXP AMERICAN EXPRESS CO Financial Services 757.0 $280K 0.05% NEW $369.90 -8.6%
210 RS RELIANCE INC Basic Materials 966.0 $279K 0.05% NEW $288.89 +37.2%
211 CGDV CAPITAL GROUP DIVIDEND VALUE 6,300.0 $275K 0.05% NEW $43.64 +12.3%
212 RRX REGAL REXNORD CORPORATION Industrials 1,958.0 $275K 0.05% NEW $140.35 +61.6%
213 XPO XPO INC Industrials 2,019.0 $274K 0.05% NEW $135.91 +46.8%
214 ANNALY CAPITAL MANAGEMENT IN 12,254.0 $274K 0.05% NEW $22.36
215 PLTR PALANTIR TECHNOLOGIES INC Technology 1,518.0 $270K 0.05% NEW $177.75 -27.7%
216 LECO LINCOLN ELEC HLDGS INC Industrials 1,116.0 $267K 0.05% NEW $239.64 +14.9%
217 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 758.0 $266K 0.05% NEW $350.54 +10.8%
218 INTU INTUIT Technology 392.0 $260K 0.05% NEW $663.21 -59.7%
219 A AGILENT TECHNOLOGIES INC Healthcare 1,902.0 $259K 0.05% NEW $136.07 -6.6%
220 BSX BOSTON SCIENTIFIC CORP Healthcare 2,699.0 $257K 0.05% NEW $95.35 -52.5%
Page 11 of 14  ·  266 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
Financial Services 33.6%
Technology 31.7%
Consumer Cyclical 8.2%
Healthcare 6.6%
Industrials 6.5%
Communication Services 6.0%
Consumer Defensive 3.3%
Real Estate 1.4%
Utilities 1.1%
Basic Materials 1.0%