BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 15 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 UNILEVER PLC 5,120.0 $296K 0.04% -217.0 -4.1% $57.81
282 AEIS ADVANCED ENERGY INDS Industrials 758.0 $292K 0.04% NEW $385.86 -3.4%
283 SONY SONY GROUP CORP Technology 13,950.0 $292K 0.04% -2K -14.6% $20.95 -3.0%
284 ANNALY CAPITAL MANAGEMENT IN 12,954.0 $290K 0.04% +700.0 +5.7% $22.40
285 CGDV CAPITAL GROUP DIVIDEND VALUE 6,297.0 $286K 0.04% $45.41 +7.9%
286 APH AMPHENOL CORP Technology 1,878.0 $279K 0.04% -11.0 -0.6% $148.72 +10.2%
287 VO VANGUARD INDEX FDS 920.0 $278K 0.04% NEW $301.91 -73.5%
288 VYM VANGUARD WHITEHALL FDS 1,810.0 $277K 0.04% NEW $153.15 +3.3%
289 IDXX IDEXX LABS INC Healthcare 472.0 $276K 0.04% NEW $584.05 -3.8%
290 WWD WOODWARD INC Industrials 676.0 $273K 0.04% NEW $403.54 +6.6%
291 COP CONOCOPHILLIPS Energy 2,276.0 $270K 0.04% NEW $118.80 -9.3%
292 ACN ACCENTURE PLC IRELAND Technology 1,420.0 $270K 0.04% -220.0 -13.4% $190.34 -32.8%
293 ITOT ISHARES TR 1,740.0 $265K 0.04% NEW $152.11 +7.7%
294 TD TORONTO DOMINION BK ONT Financial Services 2,560.0 $264K 0.04% NEW $103.11 +15.7%
295 ONCOLYTICS BIOTECH INC 258,306.0 $263K 0.04% $1.02
296 CME CME GROUP INC Financial Services 885.0 $263K 0.04% -20.0 -2.2% $296.91 -17.0%
297 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,346.0 $263K 0.04% -931.0 -40.9% $195.02 +12.0%
298 SAP SAP SE Technology 1,555.0 $261K 0.04% -289.0 -15.7% $167.76 -7.5%
299 CW CURTISS WRIGHT CORP Industrials 350.0 $260K 0.04% NEW $743.51 +3.8%
300 SCI SERVICE CORP INTL Consumer Cyclical 3,162.0 $260K 0.04% +201.0 +6.8% $82.11 -11.6%
Page 15 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%