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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 3 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 OC OWENS CORNING NEW Industrials 1,703.0 $271K 0.03% NEW $158.99 -3.3%
42 AON AON PLC Financial Services 805.0 $267K 0.03% NEW $331.60 +4.7%
43 UPS UNITED PARCEL SVCS INC Industrials 2,445.0 $263K 0.03% NEW $107.49 -5.1%
44 BLACKROCK ETF TRUST 7,102.0 $260K 0.03% NEW $36.60
45 ONCY ONCOLYTICS BIOTECH INC Healthcare 258,306.0 $245K 0.03% NEW $0.95 -13.4%
46 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 765.0 $243K 0.03% NEW $317.34 -4.9%
47 UBS UBS GROUP AG Financial Services 4,875.0 $242K 0.03% NEW $49.56 +7.8%
48 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 2,219.0 $240K 0.03% NEW $108.34 +2.7%
49 SOXX ISHARES TR 373.0 $239K 0.03% NEW $639.90 -12.6%
50 EXEL EXELIXIS INC Healthcare 4,326.0 $235K 0.02% NEW $54.42 -3.9%
51 BHP BHP BILLITON LIMITED Basic Materials 2,702.0 $225K 0.02% NEW $83.32 +6.1%
52 DDFD INNOVATOR ETFS TRUST 11,262.0 $225K 0.02% NEW $19.98 +1.3%
53 EQH EQUITABLE HLDGS INC Financial Services 5,081.0 $223K 0.02% NEW $43.88 +16.5%
54 AYI ACUITY INC Industrials 573.0 $216K 0.02% NEW $376.34 -4.2%
55 ALV AUTOLIV INC Consumer Cyclical 1,853.0 $215K 0.02% NEW $116.17 +4.0%
56 BNS BANK NOVA SCOTIA B C Financial Services 2,457.0 $213K 0.02% NEW $86.86 +5.2%
57 CB CHUBB LIMITED Financial Services 626.0 $213K 0.02% NEW $340.87 -0.0%
58 CRS CARPENTER TECHNOLOGY CORP Industrials 344.0 $212K 0.02% NEW $617.29 -12.1%
59 AVY AVERY DENNISON CORP Industrials 1,278.0 $208K 0.02% NEW $162.39 +8.8%
60 MS MORGAN STANLEY Financial Services 986.0 $206K 0.02% NEW $208.96 +4.4%
Page 3 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%