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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 13 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CENCORA INC 1,110.0 $355K 0.05% +82.0 +8.0% $319.91
242 PRI PRIMERICA INC Financial Services 1,327.0 $355K 0.05% -47.0 -3.4% $267.46 +5.4%
243 T AT&T INC Communication Services 13,767.0 $353K 0.05% +2K +14.5% $25.62 -14.1%
244 MEAR ISHARES U S ETF TR 6,947.0 $349K 0.05% NEW $50.28 +0.1%
245 GGG GRACO INC Industrials 3,916.0 $343K 0.05% +1K +47.3% $87.48 -13.1%
246 MTUM ISHARES TR 1,264.0 $342K 0.05% NEW $270.33 +25.2%
247 WPC WP CAREY INC Real Estate 4,751.0 $340K 0.05% -111.0 -2.3% $71.61 -0.5%
248 TOL TOLL BROTHERS INC Consumer Cyclical 2,394.0 $340K 0.05% -30.0 -1.2% $141.94 +9.7%
249 AMGN AMGEN INC Healthcare 966.0 $339K 0.05% +38.0 +4.1% $350.91 -3.8%
250 PM PHILIP MORRIS INTL INC Consumer Defensive 2,111.0 $337K 0.05% +129.0 +6.5% $159.48 +11.9%
251 EZU ISHARES INC 4,950.0 $335K 0.05% +2K +44.8% $67.71 +2.4%
252 FJUL FIRST TR EXCHNG TRADED FD VI 5,866.0 $335K 0.05% +471.0 +8.7% $57.13 +3.9%
253 PSTG EVERPURE INC Technology 5,223.0 $334K 0.04% -264.0 -4.8% $63.99 +16.7%
254 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 14,074.0 $332K 0.04% -929.0 -6.2% $23.61 +3.7%
255 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 3,709.0 $332K 0.04% -83.0 -2.2% $89.59 +15.7%
256 URTH ISHARES INC 1,717.0 $330K 0.04% -4K -68.7% $192.01 +5.6%
257 MDLZ MONDELEZ INTL INC Consumer Defensive 5,693.0 $329K 0.04% NEW $57.84 +3.9%
258 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,361.0 $328K 0.04% -209.0 -8.1% $138.79 -7.6%
259 SCHG SCHWAB STRATEGIC TR 10,386.0 $327K 0.04% NEW $31.51 +7.6%
260 C CITIGROUP INC Financial Services 2,510.0 $325K 0.04% +401.0 +19.0% $129.56 +10.4%
Page 13 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%