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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 11 of 19  ·  379 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DFCA DIMENSIONAL ETF TRUST 11,609.0 $583K 0.06% +7K +131.6% $50.18 -1.4%
202 DIS DISNEY WALT CO Communication Services 6,031.0 $580K 0.06% +81.0 +1.4% $96.24 +9.1%
203 RY ROYAL BK CDA Financial Services 2,779.0 $575K 0.06% +150.0 +5.7% $206.96 +3.3%
204 BALL BALL CORP Consumer Cyclical 8,973.0 $560K 0.06% +279.0 +3.2% $62.40 -1.2%
205 VO VANGUARD INDEX FDS 6,897.0 $556K 0.06% +6K +649.7% $80.57 +3.8%
206 FLBL FRANKLIN TEMPLETON ETF TR 24,128.0 $553K 0.06% NEW $22.92 +0.9%
207 PG PROCTER & GAMBLE CO Consumer Defensive 3,761.0 $551K 0.06% -318.0 -7.8% $146.62 -1.9%
208 INCE FRANKLIN TEMPLETON ETF TR 8,267.0 $551K 0.06% $66.62 +4.4%
209 RRX REGAL REXNORD CORPORATION Industrials 2,312.0 $551K 0.06% -17.0 -0.7% $238.19 -28.5%
210 EXC EXELON CORP Utilities 11,753.0 $548K 0.06% +251.0 +2.2% $46.62 -1.3%
211 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1,011.0 $548K 0.06% -59.0 -5.5% $541.56 -4.6%
212 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 23,155.0 $546K 0.06% +338.0 +1.5% $23.58 +9.7%
213 ASX ASE TECHNOLOGY HLDG CO LTD Technology 12,099.0 $546K 0.06% +651.0 +5.7% $45.12 -19.5%
214 LQD ISHARES TR 4,887.0 $533K 0.06% NEW $109.07 -3.1%
215 ES EVERSOURCE ENERGY Utilities 7,257.0 $524K 0.05% -117.0 -1.6% $72.27 +0.6%
216 VNQ VANGUARD INDEX FDS 5,358.0 $517K 0.05% NEW $96.44 +2.0%
217 PLD PROLOGIS INC. Real Estate 3,786.0 $513K 0.05% +233.0 +6.6% $135.48 +3.7%
218 PEP PEPSICO INC Consumer Defensive 3,785.0 $512K 0.05% -694.0 -15.5% $135.39 +3.6%
219 VGT VANGUARD WORLD FD 4,256.0 $509K 0.05% NEW $119.53 +0.2%
220 MCO MOODYS CORP Financial Services 1,111.0 $503K 0.05% -212.0 -16.0% $453.09 +6.8%
Page 11 of 19  ·  379 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%