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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 7 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 JNJ JOHNSON & JOHNSON Healthcare 2,500.0 $517K 0.10% NEW $206.95 +10.4%
122 USFD US FOODS HLDG CORP Consumer Defensive 6,864.0 $517K 0.10% NEW $75.31 +22.0%
123 JLL JONES LANG LASALLE INC Real Estate 1,518.0 $511K 0.10% NEW $336.47 -11.6%
124 RB GLOBAL INC 4,850.0 $499K 0.10% NEW $102.88
125 AVDV AMERICAN CENTY ETF TR 5,264.0 $495K 0.10% NEW $93.97 +13.6%
126 AMD ADVANCED MICRO DEVICES INC Technology 2,264.0 $485K 0.09% NEW $214.12 +151.0%
127 RSG REPUBLIC SVCS INC Industrials 2,270.0 $481K 0.09% NEW $211.96 -3.3%
128 SHE SPDR SERIES TRUST 3,616.0 $478K 0.09% NEW $132.08 +17.4%
129 URI UNITED RENTALS INC Industrials 588.0 $476K 0.09% NEW $808.81 +33.1%
130 KRMA GLOBAL X FDS 10,942.0 $475K 0.09% NEW $43.42 +9.0%
131 JUST GOLDMAN SACHS ETF TR 4,798.0 $464K 0.09% NEW $96.69 +10.8%
132 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 23,809.0 $460K 0.09% NEW $19.33 +30.5%
133 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 29,012.0 $460K 0.09% NEW $15.86 +32.9%
134 NVT NVENT ELECTRIC PLC Industrials 4,509.0 $460K 0.09% NEW $101.97 +73.6%
135 EWBC EAST WEST BANCORP INC Financial Services 4,039.0 $454K 0.09% NEW $112.39 +12.8%
136 PG PROCTER AND GAMBLE CO Consumer Defensive 3,144.0 $451K 0.09% NEW $143.29 +4.9%
137 SAP SAP SE Technology 1,844.0 $448K 0.09% NEW $242.90 -36.1%
138 JCI JOHNSON CTLS INTL PLC Industrials 3,727.0 $446K 0.09% NEW $119.76 +20.9%
139 ACN ACCENTURE PLC IRELAND Technology 1,640.0 $440K 0.08% NEW $268.29 -52.3%
140 ES EVERSOURCE ENERGY Utilities 6,524.0 $439K 0.08% NEW $67.33 +3.4%
Page 7 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%