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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 12 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SAN BANCO SANTANDER SA Financial Services 33,630.0 $422K 0.06% +4K +11.7% $12.56 +7.5%
222 J P MORGAN EXCHANGE TRADED F 8,911.0 $422K 0.06% NEW $47.36
223 WTRG ESSENTIAL UTILS INC Utilities 10,614.0 $419K 0.06% +740.0 +7.5% $39.47 -7.0%
224 FIX COMFORT SYS USA INC Industrials 246.0 $407K 0.06% -84.0 -25.4% $1653.74 +19.0%
225 NWSA NEWS CORP NEW Communication Services 15,796.0 $395K 0.05% +5K +40.8% $25.03 +1.0%
226 HWM HOWMET AEROSPACE INC Industrials 1,509.0 $389K 0.05% NEW $258.06 +7.6%
227 VGIT VANGUARD SCOTTSDALE FDS 6,492.0 $387K 0.05% NEW $59.66 -1.4%
228 THRO BLACKROCK ETF TRUST 9,761.0 $382K 0.05% NEW $39.16 +10.4%
229 RS RELIANCE INC Basic Materials 1,177.0 $381K 0.05% +211.0 +21.8% $323.42 +22.5%
230 HDV ISHARES TR 2,835.0 $379K 0.05% NEW $133.85 -79.8%
231 IBM INTERNATIONAL BUSINESS MACHS Technology 1,563.0 $376K 0.05% -800.0 -33.9% $240.33 +3.7%
232 IDCC INTERDIGITAL INC Technology 1,062.0 $374K 0.05% -53.0 -4.8% $352.18 -15.9%
233 TXN TEXAS INSTRS INC Technology 1,685.0 $369K 0.05% +313.0 +22.8% $218.85 +47.5%
234 UNH UNITEDHEALTH GROUP INC Healthcare 1,171.0 $368K 0.05% +195.0 +20.0% $314.09 +27.7%
235 CSL CARLISLE COS INC Industrials 1,023.0 $366K 0.05% +76.0 +8.0% $357.56 +1.0%
236 BAI BLACKROCK ETF TRUST 9,182.0 $364K 0.05% NEW $39.61 +34.3%
237 EA ELECTRONIC ARTS INC Communication Services 1,789.0 $363K 0.05% -2K -48.9% $202.88 -0.4%
238 WFC WELLS FARGO & CO Financial Services 4,436.0 $362K 0.05% $81.70 +0.6%
239 SANDISK CORP 384.0 $362K 0.05% NEW $943.63
240 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 1,046.0 $355K 0.05% +189.0 +22.1% $339.58 +9.0%
Page 12 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%