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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 12 of 19  ·  379 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VCIT VANGUARD SCOTTSDALE FDS 5,895.0 $487K 0.05% NEW $82.65 -2.0%
222 EWBC EAST WEST BANCORP INC Financial Services 3,768.0 $486K 0.05% -147.0 -3.8% $129.09 +5.0%
223 AZN ASTRAZENECA PLC Healthcare 2,548.0 $483K 0.05% -1K -34.3% $189.62 -17.3%
224 RS RELIANCE INC Basic Materials 1,251.0 $468K 0.05% +74.0 +6.3% $373.74 +14.5%
225 PWZ INVESCO EXCH TRADED FD TR II 18,882.0 $463K 0.05% NEW $24.51 -2.0%
226 WM WASTE MGMT INC DEL Industrials 2,063.0 $460K 0.05% -242.0 -10.5% $222.91 +0.5%
227 IEFA ISHARES TR 4,750.0 $459K 0.05% +24.0 +0.5% $96.59 +4.6%
228 PSTG EVERPURE INC 5,803.0 $457K 0.05% +580.0 +11.1% $78.78
229 SAN BANCO SANTANDER SA Financial Services 32,775.0 $452K 0.05% -855.0 -2.5% $13.80 +5.7%
230 JLL JONES LANG LASALLE INC Real Estate 1,449.0 $449K 0.05% -113.0 -7.2% $309.93 +19.5%
231 PFE PFIZER INC Healthcare 18,646.0 $449K 0.05% +3K +19.0% $24.08 +11.6%
232 IBM INTERNATIONAL BUSINESS MACHS Technology 1,574.0 $443K 0.04% +11.0 +0.7% $281.21 -18.6%
233 C CITIGROUP INC Financial Services 3,122.0 $437K 0.04% +612.0 +24.4% $139.96 -1.0%
234 NWS NEWS CORP NEW Communication Services 15,526.0 $436K 0.04% +116.0 +0.8% $28.06 +16.5%
235 XPO XPO INC Industrials 2,107.0 $433K 0.04% -362.0 -14.7% $205.29 +2.8%
236 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 3,847.0 $430K 0.04% +138.0 +3.7% $111.78 -6.4%
237 HAS HASBRO INC Consumer Cyclical 5,177.0 $428K 0.04% -1K -22.1% $82.59 +15.1%
238 UNP UNION PAC CORP Industrials 1,568.0 $426K 0.04% +324.0 +26.1% $271.98 +10.3%
239 IEF ISHARES TR 4,474.0 $423K 0.04% NEW $94.56 -1.8%
240 SHM SPDR SERIES TRUST 8,816.0 $423K 0.04% $47.96 -0.5%
Page 12 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%