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Portfolio (Quarterly) Guide ↗

SEEDS INVESTOR LLC

· CIK 0002021047
13F Portfolio $735M AUM 350 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 106 New 150 Added 83 Reduced 22 Exited
Page 10 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 KRMA GLOBAL X FDS 12,734.0 $560K 0.08% +2K +16.4% $43.95 +7.7%
182 GWW WW GRAINGER INC Industrials 481.0 $556K 0.08% -259.0 -35.0% $1155.29 +18.2%
183 BALL BALL CORP Consumer Cyclical 8,694.0 $552K 0.07% +2K +26.1% $63.51 -9.1%
184 AVMV AMERICAN CENTY ETF TR 7,164.0 $549K 0.07% +2K +39.4% $76.58 +4.2%
185 MCK MCKESSON CORP Healthcare 634.0 $547K 0.07% NEW $863.37 -13.1%
186 INCE FRANKLIN TEMPLETON ETF TR 8,267.0 $545K 0.07% NEW $65.92 +1.8%
187 JUST GOLDMAN SACHS ETF TR 5,454.0 $540K 0.07% +656.0 +13.7% $99.00 +8.2%
188 HSBC HSBC HLDGS PLC Financial Services 5,829.0 $533K 0.07% +3K +84.5% $91.38 +3.9%
189 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 28,942.0 $526K 0.07% $18.17 +16.0%
190 XPO XPO INC Industrials 2,469.0 $525K 0.07% +450.0 +22.3% $212.66 -6.2%
191 WM WASTE MGMT INC DEL Industrials 2,305.0 $523K 0.07% +648.0 +39.1% $227.08 -5.5%
192 DHI D R HORTON INC Consumer Cyclical 3,600.0 $523K 0.07% NEW $145.26 +8.6%
193 JLL JONES LANG LASALLE INC Real Estate 1,562.0 $512K 0.07% +44.0 +2.9% $327.69 -9.3%
194 ES EVERSOURCE ENERGY Utilities 7,374.0 $509K 0.07% +850.0 +13.0% $69.01 +0.8%
195 SYY SYSCO CORP Consumer Defensive 6,692.0 $495K 0.07% +867.0 +14.9% $74.04 +6.3%
196 VMBS VANGUARD SCOTTSDALE FDS 10,468.0 $494K 0.07% NEW $47.22 -1.0%
197 PLD PROLOGIS INC. Real Estate 3,553.0 $492K 0.07% +642.0 +22.1% $138.36 +1.6%
198 CVX CHEVRON CORPORATION Energy 2,623.0 $491K 0.07% +1K +98.9% $187.03 -7.2%
199 RRX REGAL REXNORD CORPORATION Industrials 2,329.0 $488K 0.07% +371.0 +18.9% $209.39 +8.3%
200 SCHE SCHWAB STRATEGIC TR 13,791.0 $487K 0.07% NEW $35.33 +4.4%
Page 10 of 18  ·  350 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 33.8%
Technology 29.6%
Communication Services 8.4%
Consumer Cyclical 7.8%
Industrials 6.9%
Healthcare 5.6%
Consumer Defensive 3.3%
Utilities 1.5%
Energy 1.1%
Real Estate 1.0%