BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 11 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 22,817.0 $485K 0.07% -992.0 -4.2% $21.27 +18.6%
202 RTX RTX CORPORATION Industrials 2,386.0 $484K 0.07% +52.0 +2.2% $202.80 -8.5%
203 FLEX FLEXTRONICS INTL LTD Technology 5,763.0 $462K 0.06% +659.0 +12.9% $80.14 +84.2%
204 PEN PENUMBRA INC Healthcare 1,390.0 $462K 0.06% +244.0 +21.3% $332.17 -4.5%
205 EWBC EAST WEST BANCORP INC Financial Services 3,915.0 $461K 0.06% -124.0 -3.1% $117.88 +7.6%
206 RY ROYAL BK CDA Financial Services 2,629.0 $460K 0.06% +761.0 +40.7% $174.87 +15.3%
207 IEFA ISHARES TR 4,726.0 $457K 0.06% +47.0 +1.0% $96.74 +0.6%
208 USMV ISHARES TR 4,853.0 $455K 0.06% NEW $93.68 +0.6%
209 BURL BURLINGTON STORES INC Consumer Cyclical 1,347.0 $451K 0.06% +219.0 +19.4% $335.04 +0.6%
210 NYT NEW YORK TIMES CO MTN BE Communication Services 5,569.0 $450K 0.06% -159.0 -2.8% $80.72 -9.5%
211 QUAL ISHARES TR 2,196.0 $446K 0.06% NEW $203.27 +6.2%
212 NWS NEWS CORP NEW Communication Services 15,410.0 $444K 0.06% +3K +20.0% $28.83 -0.3%
213 MCD MCDONALDS CORP Consumer Cyclical 1,456.0 $441K 0.06% +492.0 +51.0% $303.12 -8.1%
214 RGLD ROYAL GOLD INC Basic Materials 1,599.0 $434K 0.06% +24.0 +1.5% $271.60 -20.9%
215 NEE NEXTERA ENERGY INC Utilities 4,699.0 $429K 0.06% +214.0 +4.8% $91.32 -5.0%
216 VXF VANGUARD INDEX FDS 1,945.0 $428K 0.06% NEW $220.10 +9.5%
217 PFE PFIZER INC Healthcare 15,663.0 $425K 0.06% +3K +23.2% $27.11 -7.0%
218 WPM WHEATON PRECIOUS METALS CORP Basic Materials 2,868.0 $424K 0.06% -218.0 -7.1% $147.68 -17.0%
219 SHM SPDR SERIES TRUST 8,816.0 $423K 0.06% $47.95 -0.0%
220 RNR RENAISSANCERE HLDGS LTD Financial Services 1,371.0 $423K 0.06% +110.0 +8.7% $308.22 -2.9%
Page 11 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%