BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SYSB ISHARES TR 17,118.0 $1.5M 0.16% -372.0 -2.1% $88.72 -1.8%
22 VOE VANGUARD INDEX FDS 7,603.0 $1.5M 0.15% -103.0 -1.3% $197.61 +6.1%
23 IVW ISHARES TR 10,234.0 $1.4M 0.14% -316.0 -3.0% $137.52 +2.9%
24 SPTI SPDR SERIES TRUST 45,516.0 $1.3M 0.13% -8K -15.5% $28.39 -1.0%
25 KEYS KEYSIGHT TECHNOLOGIES INC Technology 3,606.0 $1.3M 0.13% -32.0 -0.9% $350.07 +3.2%
26 META META PLATFORMS INC Communication Services 2,231.0 $1.3M 0.13% -245.0 -9.9% $563.26 +1.0%
27 NEW YORK LIFE INVESTMENTS ET 32,308.0 $1.2M 0.13% -1K -3.1% $38.29
28 WMT WALMART INC Consumer Defensive 10,643.0 $1.2M 0.12% -685.0 -6.0% $113.26 +0.9%
29 IVE ISHARES TR 5,183.0 $1.2M 0.12% -939.0 -15.3% $227.04 +4.2%
30 MA MASTERCARD INCORPORATED Financial Services 2,173.0 $1.1M 0.12% -214.0 -9.0% $513.51 +9.5%
31 ANET ARISTA NETWORKS INC Technology 6,271.0 $1.1M 0.11% -196.0 -3.0% $169.88 +18.8%
32 ABBV ABBVIE INC Healthcare 4,040.0 $1.0M 0.10% -721.0 -15.1% $251.64 -0.5%
33 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 2,966.0 $980K 0.10% -63.0 -2.1% $330.46 -1.3%
34 CASY CASEYS GEN STORES INC Consumer Cyclical 1,229.0 $977K 0.10% -17.0 -1.4% $794.76 +9.5%
35 NVS NOVARTIS AG Healthcare 6,174.0 $968K 0.10% -329.0 -5.1% $156.73 -3.0%
36 GEV GE VERNOVA INC Utilities 777.0 $913K 0.09% -24.0 -3.0% $1174.98 -8.2%
37 CLS CELESTICA INC Technology 2,476.0 $903K 0.09% -77.0 -3.0% $364.80 -6.7%
38 DYNF BLACKROCK ETF TRUST 13,232.0 $900K 0.09% -855.0 -6.1% $68.01 +3.2%
39 RSG REPUBLIC SVCS INC Industrials 3,994.0 $851K 0.09% -496.0 -11.1% $213.10 +1.0%
40 VTEB VANGUARD MUN BD FDS 16,784.0 $849K 0.09% -6K -25.7% $50.58 -1.9%
Page 2 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%