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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 17 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 BNDW VANGUARD SCOTTSDALE FDS 3,321.0 $228K 0.03% -24K -88.0% $68.63 -0.3%
322 CI THE CIGNA GROUP Healthcare 803.0 $219K 0.03% -467.0 -36.8% $272.69 +2.4%
323 WCN WASTE CONNECTIONS INC Industrials 1,357.0 $217K 0.03% +136.0 +11.1% $159.59 -3.5%
324 PLTR PALANTIR TECHNOLOGIES INC Technology 1,594.0 $216K 0.03% +76.0 +5.0% $135.70 -5.3%
325 SANM SANMINA CORP Technology 1,380.0 $213K 0.03% -199.0 -12.6% $154.47 +56.3%
326 BLCR BLACKROCK ETF TRUST 4,712.0 $213K 0.03% NEW $45.20 +11.3%
327 BA BOEING CO Industrials 948.0 $212K 0.03% -150.0 -13.7% $223.65 -0.4%
328 ALLY ALLY FINL INC Financial Services 4,938.0 $210K 0.03% +62.0 +1.3% $42.57 +6.9%
329 SGOV ISHARES TR 2,070.0 $208K 0.03% -4K -67.4% $100.51 +0.1%
330 DFIC DIMENSIONAL ETF TRUST 5,491.0 $208K 0.03% NEW $37.79 +0.7%
331 ADBE ADOBE INC Technology 877.0 $207K 0.03% +260.0 +42.1% $235.72 -17.2%
332 REZI RESIDEO TECHNOLOGIES INC Industrials 5,227.0 $205K 0.03% NEW $39.28 -18.8%
333 JXN JACKSON FINANCIAL INC Financial Services 1,946.0 $204K 0.03% -427.0 -18.0% $105.07 +1.7%
334 HON HONEYWELL INTL INC Industrials 876.0 $204K 0.03% NEW $233.22 -1.8%
335 XVV ISHARES TR 3,856.0 $204K 0.03% NEW $52.88 +7.8%
336 FN FABRINET Technology 299.0 $204K 0.03% NEW $681.68 -15.8%
337 EWJ ISHARES INC 2,276.0 $203K 0.03% NEW $89.41 +7.7%
338 XENE XENON PHARMACEUTICALS INC Healthcare 3,423.0 $203K 0.03% NEW $59.35 -10.9%
339 GNR SPDR INDEX SHS FDS 2,692.0 $203K 0.03% NEW $75.37 -7.8%
340 BWA BORGWARNER INC Consumer Cyclical 3,761.0 $202K 0.03% -1K -26.1% $53.69 +33.8%
Page 17 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%