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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 2 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FLBL FRANKLIN TEMPLETON ETF TR 24,128.0 $553K 0.06% NEW $22.92 +0.7%
22 LQD ISHARES TR 4,887.0 $533K 0.06% NEW $109.07 -3.1%
23 VNQ VANGUARD INDEX FDS 5,358.0 $517K 0.05% NEW $96.44 +1.6%
24 VGT VANGUARD WORLD FD 4,256.0 $509K 0.05% NEW $119.53 +2.5%
25 VCIT VANGUARD SCOTTSDALE FDS 5,895.0 $487K 0.05% NEW $82.65 -2.0%
26 PWZ INVESCO EXCH TRADED FD TR II 18,882.0 $463K 0.05% NEW $24.51 -2.0%
27 IEF ISHARES TR 4,474.0 $423K 0.04% NEW $94.56 -1.8%
28 VGK VANGUARD INTL EQUITY INDEX F 4,771.0 $422K 0.04% NEW $88.53 +4.0%
29 VB VANGUARD INDEX FDS 1,291.0 $391K 0.04% NEW $303.00 +1.6%
30 CALI BLACKROCK ETF TRUST II 7,713.0 $390K 0.04% NEW $50.53 -0.3%
31 XLF SELECT SECTOR SPDR TR 7,233.0 $388K 0.04% NEW $53.61 +7.4%
32 VCLT VANGUARD SCOTTSDALE FDS 4,445.0 $334K 0.03% NEW $75.25 -5.3%
33 TWLO TWILIO INC Communication Services 1,620.0 $334K 0.03% NEW $206.33 +10.8%
34 SLV ISHARES SILVER TR Financial Services 5,466.0 $292K 0.03% NEW $53.47 +11.4%
35 SMH VANECK ETF TRUST 442.0 $290K 0.03% NEW $655.89 -9.4%
36 UMC UNITED MICROELECTRONICS CORP Technology 10,514.0 $286K 0.03% NEW $27.21 -28.2%
37 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 721.0 $279K 0.03% NEW $386.47 +1.0%
38 SNX TD SYNNEX CORPORATION Technology 1,038.0 $277K 0.03% NEW $267.32 -1.3%
39 SUB ISHARES TR 2,602.0 $277K 0.03% NEW $106.49 -0.2%
40 ALKS ALKERMES PLC Healthcare 5,235.0 $274K 0.03% NEW $52.40 -4.9%
Page 2 of 4  ·  62 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%