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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 16 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SCHA SCHWAB STRATEGIC TR 8,180.0 $257K 0.04% NEW $31.43 +12.0%
302 ILMN ILLUMINA INC Healthcare 1,971.0 $257K 0.04% -561.0 -22.2% $130.35 +24.2%
303 JEPI J P MORGAN EXCHANGE TRADED F 4,388.0 $254K 0.04% NEW $57.84 -3.0%
304 DFCA DIMENSIONAL ETF TRUST 5,013.0 $251K 0.03% NEW $50.14 +0.1%
305 PSQ PROSHARES TR 8,389.0 $248K 0.03% NEW $29.59 -14.9%
306 IBDU ISHARES TR 10,589.0 $247K 0.03% NEW $23.30 -0.9%
307 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 4,973.0 $245K 0.03% -38.0 -0.8% $49.35 +1.3%
308 IBDT ISHARES TR 9,679.0 $245K 0.03% NEW $25.32 -0.5%
309 IBDS ISHARES TR 10,073.0 $244K 0.03% NEW $24.22 -0.2%
310 IBDR ISHARES TR 10,003.0 $242K 0.03% NEW $24.20 +0.1%
311 PYPL PAYPAL HLDGS INC Financial Services 5,031.0 $241K 0.03% +910.0 +22.1% $47.97 -11.4%
312 WMB WILLIAMS COS INC Energy 3,357.0 $240K 0.03% NEW $71.44 +2.3%
313 EMGF ISHARES INC 3,589.0 $238K 0.03% NEW $66.25 +14.5%
314 RDVY FIRST TR EXCHANGE TRADED FD 3,231.0 $237K 0.03% NEW $73.45 +7.8%
315 RL RALPH LAUREN CORP Consumer Cyclical 634.0 $236K 0.03% -89.0 -12.3% $372.76 +10.8%
316 EME EMCOR GROUP INC Industrials 284.0 $231K 0.03% NEW $814.56 +2.7%
317 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,415.0 $229K 0.03% NEW $162.06 -17.4%
318 PLXS PLEXUS CORP Technology 1,003.0 $229K 0.03% NEW $227.95 +31.6%
319 BLACKROCK ETF TRUST 6,541.0 $229K 0.03% NEW $34.95
320 ECL ECOLAB INC Basic Materials 835.0 $228K 0.03% -50.0 -5.7% $273.25 -1.5%
Page 16 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%