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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 15 of 19  ·  379 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 EA ELECTRONIC ARTS INC Communication Services 1,586.0 $325K 0.03% -203.0 -11.3% $205.08 +2.3%
282 PLXS PLEXUS CORP Technology 1,081.0 $325K 0.03% +78.0 +7.8% $300.67 -15.8%
283 FJUL FIRST TR EXCHNG TRADED FD VI 5,395.0 $321K 0.03% -471.0 -8.0% $59.54 +2.6%
284 MDLZ MONDELEZ INTL INC Consumer Defensive 5,549.0 $321K 0.03% -144.0 -2.5% $57.84 +8.3%
285 TD TORONTO DOMINION BK ONT Financial Services 2,636.0 $320K 0.03% +76.0 +3.0% $121.43 +0.4%
286 URTH ISHARES INC 1,576.0 $319K 0.03% -141.0 -8.2% $202.64 +3.0%
287 MTUM ISHARES TR 929.0 $318K 0.03% -335.0 -26.5% $342.83 -9.0%
288 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 12,675.0 $318K 0.03% -1K -9.9% $25.06 +14.9%
289 WTRG ESSENTIAL UTILS INC Utilities 8,284.0 $317K 0.03% -2K -21.9% $38.31 +5.3%
290 FJAN FIRST TR EXCHNG TRADED FD VI 5,685.0 $313K 0.03% $55.09 +2.2%
291 CGDV CAPITAL GROUP DIVIDEND VALUE 6,296.0 $310K 0.03% $49.28 +2.4%
292 DUK DUKE ENERGY CORP NEW Utilities 2,448.0 $310K 0.03% +65.0 +2.7% $126.56 -2.0%
293 CCK CROWN HLDGS INC Consumer Cyclical 2,731.0 $305K 0.03% -103.0 -3.6% $111.84 +4.5%
294 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,302.0 $304K 0.03% -38.0 -1.1% $92.09 -1.4%
295 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,278.0 $302K 0.03% -83.0 -3.5% $132.53 +4.9%
296 AAL AMERICAN AIRLINES GROUP INC Industrials 16,646.0 $301K 0.03% +3K +26.1% $18.07 -22.2%
297 RGLD ROYAL GOLD INC Basic Materials 1,503.0 $300K 0.03% -96.0 -6.0% $199.56 +15.5%
298 WPM WHEATON PRECIOUS METALS CORP Basic Materials 2,663.0 $299K 0.03% -205.0 -7.2% $112.34 +18.1%
299 UNILEVER PLC 4,922.0 $296K 0.03% -198.0 -3.9% $60.12
300 SLV ISHARES SILVER TR Financial Services 5,466.0 $292K 0.03% NEW $53.47 +7.4%
Page 15 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%