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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 6 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SCHV SCHWAB STRATEGIC TR 8,179.0 $285K 0.03% -37K -82.0% $34.81 +1.1%
102 VYM VANGUARD WHITEHALL FDS 1,799.0 $284K 0.03% -11.0 -0.6% $158.06 +4.9%
103 THRO BLACKROCK ETF TRUST 6,578.0 $284K 0.03% -3K -32.6% $43.11 +2.1%
104 IDCC INTERDIGITAL INC Technology 994.0 $281K 0.03% -68.0 -6.4% $283.17 +21.8%
105 SOMNIGROUP INTERNATIONAL INC 3,437.0 $269K 0.03% -353.0 -9.3% $78.41
106 SHEL SHELL PLC Energy 3,354.0 $260K 0.03% -159.0 -4.5% $77.53 +18.8%
107 CENCORA INC 880.0 $249K 0.03% -230.0 -20.7% $283.13
108 WMB WILLIAMS COS INC Energy 3,333.0 $248K 0.03% -24.0 -0.7% $74.33 +1.6%
109 EMGF ISHARES INC 3,378.0 $247K 0.03% -211.0 -5.9% $73.26 -3.0%
110 ISRG INTUITIVE SURGICAL INC Healthcare 619.0 $246K 0.03% -75.0 -10.8% $397.68 -0.3%
111 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 4,845.0 $245K 0.03% -128.0 -2.6% $50.53 -1.4%
112 SCHG SCHWAB STRATEGIC TR 7,112.0 $241K 0.03% -3K -31.5% $33.84 +4.3%
113 DHR DANAHER CORP DEL Healthcare 1,251.0 $238K 0.02% -307.0 -19.7% $190.56 +6.4%
114 CRM SALESFORCE INC Technology 1,507.0 $236K 0.02% -295.0 -16.4% $156.69 +24.5%
115 HWM HOWMET AEROSPACE INC Industrials 859.0 $231K 0.02% -650.0 -43.1% $268.91 +6.6%
116 AEIS ADVANCED ENERGY INDS Industrials 615.0 $229K 0.02% -143.0 -18.9% $372.60 -13.5%
117 ABT ABBOTT LABORATORIES Healthcare 2,486.0 $226K 0.02% -693.0 -21.8% $90.73 +24.4%
118 EME EMCOR GROUP INC Industrials 264.0 $219K 0.02% -20.0 -7.0% $829.93 +0.1%
119 WWD WOODWARD INC Industrials 511.0 $218K 0.02% -165.0 -24.4% $425.78 -13.5%
120 SLQD ISHARES TR 4,303.0 $217K 0.02% -12K -74.1% $50.37 -0.5%
Page 6 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%