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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 3 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EFV ISHARES TR 10,241.0 $804K 0.11% NEW $78.46 -2.3%
42 AZN ASTRAZENECA PLC Healthcare 3,879.0 $793K 0.11% NEW $204.36 -14.4%
43 GEV GE VERNOVA INC Utilities 801.0 $791K 0.11% NEW $987.60 +12.4%
44 SHYG ISHARES TR 14,334.0 $611K 0.08% NEW $42.64 -0.5%
45 CAH CARDINAL HEALTH INC Healthcare 2,604.0 $560K 0.08% NEW $214.92 +3.2%
46 MCK MCKESSON CORP Healthcare 634.0 $547K 0.07% NEW $863.37 -13.1%
47 INCE FRANKLIN TEMPLETON ETF TR 8,267.0 $545K 0.07% NEW $65.92 +1.8%
48 DHI D R HORTON INC Consumer Cyclical 3,600.0 $523K 0.07% NEW $145.26 +8.6%
49 VMBS VANGUARD SCOTTSDALE FDS 10,468.0 $494K 0.07% NEW $47.22 -1.0%
50 SCHE SCHWAB STRATEGIC TR 13,791.0 $487K 0.07% NEW $35.33 +4.4%
51 USMV ISHARES TR 4,853.0 $455K 0.06% NEW $93.68 +0.6%
52 QUAL ISHARES TR 2,196.0 $446K 0.06% NEW $203.27 +6.2%
53 VXF VANGUARD INDEX FDS 1,945.0 $428K 0.06% NEW $220.10 +9.5%
54 J P MORGAN EXCHANGE TRADED F 8,911.0 $422K 0.06% NEW $47.36
55 HWM HOWMET AEROSPACE INC Industrials 1,509.0 $389K 0.05% NEW $258.06 +7.6%
56 VGIT VANGUARD SCOTTSDALE FDS 6,492.0 $387K 0.05% NEW $59.66 -1.4%
57 THRO BLACKROCK ETF TRUST 9,761.0 $382K 0.05% NEW $39.16 +10.4%
58 HDV ISHARES TR 2,835.0 $379K 0.05% NEW $133.85 -79.8%
59 BAI BLACKROCK ETF TRUST 9,182.0 $364K 0.05% NEW $39.61 +34.3%
60 SANDISK CORP 384.0 $362K 0.05% NEW $943.63
Page 3 of 6  ·  106 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 33.8%
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%