BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 13 of 19  ·  379 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VGK VANGUARD INTL EQUITY INDEX F 4,771.0 $422K 0.04% NEW $88.53 +4.0%
242 NEE NEXTERA ENERGY INC Utilities 4,812.0 $422K 0.04% +113.0 +2.4% $87.76 -1.8%
243 RNR RENAISSANCERE HLDGS LTD Financial Services 1,331.0 $422K 0.04% -40.0 -2.9% $316.96 +0.5%
244 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 1,050.0 $422K 0.04% $401.65 +2.6%
245 ILMN ILLUMINA INC Healthcare 2,372.0 $417K 0.04% +401.0 +20.4% $175.86 +9.8%
246 CVX CHEVRON CORPORATION Energy 2,497.0 $414K 0.04% -126.0 -4.8% $165.76 +22.3%
247 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 2,437.0 $411K 0.04% -27.0 -1.1% $168.50 -8.3%
248 BURL BURLINGTON STORES INC Consumer Cyclical 1,290.0 $409K 0.04% -57.0 -4.2% $316.80 +6.3%
249 CAH CARDINAL HEALTH INC Healthcare 1,713.0 $407K 0.04% -891.0 -34.2% $237.60 -0.8%
250 PEN PENUMBRA INC Healthcare 1,270.0 $401K 0.04% -120.0 -8.6% $315.75 +3.6%
251 EFG ISHARES TR 3,165.0 $394K 0.04% -4K -58.1% $124.43 +2.1%
252 PRI PRIMERICA INC Financial Services 1,385.0 $394K 0.04% +58.0 +4.4% $284.19 +9.1%
253 NWSA NEWS CORP NEW Communication Services 15,785.0 $392K 0.04% $24.83 +15.6%
254 VB VANGUARD INDEX FDS 1,291.0 $391K 0.04% NEW $303.00 +1.6%
255 CALI BLACKROCK ETF TRUST II 7,713.0 $390K 0.04% NEW $50.53 -0.3%
256 XLF SELECT SECTOR SPDR TR 7,233.0 $388K 0.04% NEW $53.61 +7.4%
257 MCK MCKESSON CORP Healthcare 508.0 $384K 0.04% -126.0 -19.9% $756.23 +13.7%
258 UNM UNUM GROUP Financial Services 4,251.0 $380K 0.04% +207.0 +5.1% $89.40 +2.4%
259 EFV ISHARES TR 4,960.0 $380K 0.04% -5K -51.6% $76.55 +6.6%
260 T AT&T INC Communication Services 18,341.0 $380K 0.04% +5K +33.2% $20.70 +19.3%
Page 13 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%