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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 18 of 19  ·  379 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SAP SAP SE Technology 1,558.0 $240K 0.03% $154.12 +34.9%
342 ALLY ALLY FINL INC Financial Services 5,226.0 $240K 0.03% +288.0 +5.8% $45.95 -5.1%
343 DFIC DIMENSIONAL ETF TRUST 6,431.0 $240K 0.03% +940.0 +17.1% $37.26 +5.5%
344 BLACKROCK ETF TRUST 7,528.0 $239K 0.03% +987.0 +15.1% $31.78
345 SOXX ISHARES TR 373.0 $239K 0.03% NEW $639.90 -12.6%
346 DHR DANAHER CORP DEL Healthcare 1,251.0 $238K 0.02% -307.0 -19.7% $190.56 +6.3%
347 CRM SALESFORCE INC Technology 1,507.0 $236K 0.02% -295.0 -16.4% $156.69 +21.9%
348 EXEL EXELIXIS INC Healthcare 4,326.0 $235K 0.02% NEW $54.42 -3.9%
349 PLTR PALANTIR TECHNOLOGIES INC Technology 1,989.0 $232K 0.02% +395.0 +24.8% $116.67 +47.9%
350 HWM HOWMET AEROSPACE INC Industrials 859.0 $231K 0.02% -650.0 -43.1% $268.91 +7.5%
351 AEIS ADVANCED ENERGY INDS Industrials 615.0 $229K 0.02% -143.0 -18.9% $372.60 -6.4%
352 ABT ABBOTT LABORATORIES Healthcare 2,486.0 $226K 0.02% -693.0 -21.8% $90.73 +21.7%
353 CI THE CIGNA GROUP Healthcare 817.0 $225K 0.02% +14.0 +1.7% $275.69 -0.1%
354 BHP BHP BILLITON LIMITED Basic Materials 2,702.0 $225K 0.02% NEW $83.32 +6.1%
355 DDFD INNOVATOR ETFS TRUST 11,262.0 $225K 0.02% NEW $19.98 +1.3%
356 EQH EQUITABLE HLDGS INC Financial Services 5,081.0 $223K 0.02% NEW $43.88 +16.5%
357 EME EMCOR GROUP INC Industrials 264.0 $219K 0.02% -20.0 -7.0% $829.93 +3.9%
358 ADBE ADOBE INC Technology 1,065.0 $218K 0.02% +188.0 +21.4% $205.02 +23.9%
359 WWD WOODWARD INC Industrials 511.0 $218K 0.02% -165.0 -24.4% $425.78 -13.0%
360 SLQD ISHARES TR 4,303.0 $217K 0.02% -12K -74.1% $50.37 -0.4%
Page 18 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%