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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 17 of 19  ·  379 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 UPS UNITED PARCEL SVCS INC Industrials 2,445.0 $263K 0.03% NEW $107.49 -5.1%
322 RDVY FIRST TR EXCHANGE TRADED FD 3,238.0 $262K 0.03% $81.05 +2.9%
323 SHEL SHELL PLC Energy 3,354.0 $260K 0.03% -159.0 -4.5% $77.53 +18.2%
324 BLACKROCK ETF TRUST 7,102.0 $260K 0.03% NEW $36.60
325 BLCR BLACKROCK ETF TRUST 5,098.0 $257K 0.03% +386.0 +8.2% $50.37 +0.6%
326 XVV ISHARES TR 4,517.0 $257K 0.03% +661.0 +17.1% $56.79 +4.0%
327 RL RALPH LAUREN CORP Consumer Cyclical 632.0 $254K 0.03% $401.67 -5.6%
328 COP CONOCOPHILLIPS Energy 2,409.0 $250K 0.03% +133.0 +5.8% $103.96 +22.7%
329 CENCORA INC 880.0 $249K 0.03% -230.0 -20.7% $283.13
330 JEPI J P MORGAN EXCHANGE TRADED F 4,411.0 $249K 0.03% +23.0 +0.5% $56.48 +2.3%
331 WMB WILLIAMS COS INC Energy 3,333.0 $248K 0.03% -24.0 -0.7% $74.33 -1.2%
332 EMGF ISHARES INC 3,378.0 $247K 0.03% -211.0 -5.9% $73.26 -1.3%
333 IDXX IDEXX LABS INC Healthcare 470.0 $247K 0.03% $526.44 +3.7%
334 ISRG INTUITIVE SURGICAL INC Healthcare 619.0 $246K 0.03% -75.0 -10.8% $397.68 -1.8%
335 ONCY ONCOLYTICS BIOTECH INC Healthcare 258,306.0 $245K 0.03% NEW $0.95 -13.4%
336 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 4,845.0 $245K 0.03% -128.0 -2.6% $50.53 -0.4%
337 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 765.0 $243K 0.03% NEW $317.34 -4.9%
338 UBS UBS GROUP AG Financial Services 4,875.0 $242K 0.03% NEW $49.56 +7.8%
339 SCHG SCHWAB STRATEGIC TR 7,112.0 $241K 0.03% -3K -31.5% $33.84 +4.8%
340 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 2,219.0 $240K 0.03% NEW $108.34 +2.7%
Page 17 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%