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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 1 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EUSB ISHARES TR 366,740.0 $15.9M 1.64% -4K -1.0% $43.45 -1.5%
2 IUSB ISHARES TR 242,729.0 $11.2M 1.15% -23K -8.6% $46.15 -1.6%
3 BIV VANGUARD BD INDEX FDS 135,734.0 $10.4M 1.07% -11K -7.5% $76.70 -1.6%
4 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 11,075.0 $7.8M 0.80% -831.0 -7.0% $703.33 +1.7%
5 GOVT ISHARES TR 240,454.0 $5.5M 0.56% -5K -2.1% $22.78 -1.5%
6 AVGO BROADCOM INC Technology 12,058.0 $4.6M 0.47% -462.0 -3.7% $377.75 +3.9%
7 VTV VANGUARD INDEX FDS 20,091.0 $4.4M 0.45% -531.0 -2.6% $217.93 +4.0%
8 SPSM SPDR SERIES TRUST 64,386.0 $3.7M 0.38% -17K -21.2% $57.67 +1.0%
9 VEA VANGUARD TAX-MANAGED FDS 51,751.0 $3.7M 0.38% -15K -22.3% $71.25 +3.4%
10 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 7,108.0 $3.4M 0.35% -120.0 -1.7% $477.57 -9.8%
11 VBR VANGUARD INDEX FDS 10,511.0 $2.6M 0.26% -77.0 -0.7% $242.99 +2.8%
12 SCHP SCHWAB STRATEGIC TR 91,679.0 $2.4M 0.25% -5K -5.1% $26.50 -2.3%
13 SCHB SCHWAB STRATEGIC TR 81,072.0 $2.3M 0.24% -74K -47.8% $28.96 +3.3%
14 ASML ASML HLDG NV Technology 1,146.0 $2.3M 0.23% -25.0 -2.1% $1989.52 -5.3%
15 AOM ISHARES TR 41,898.0 $2.1M 0.21% -29K -40.9% $49.89 -0.1%
16 NEW YORK LIFE INVESTMENTS ET 46,325.0 $1.8M 0.19% -7K -12.7% $39.80
17 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,699.0 $1.6M 0.16% -35.0 -2.0% $935.38 +1.9%
18 IXUS ISHARES TR 16,566.0 $1.6M 0.16% -1K -7.2% $95.44 +2.8%
19 TLH ISHARES TR 15,232.0 $1.5M 0.16% -407.0 -2.6% $100.35 -4.3%
20 BINC BLACKROCK ETF TRUST II 29,052.0 $1.5M 0.16% -16K -35.3% $52.34 -0.7%
Page 1 of 7  ·  123 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%