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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 19 of 19  ·  379 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 RBC RBC BEARINGS INC Industrials 336.0 $216K 0.02% $644.06 -13.4%
362 AYI ACUITY INC Industrials 573.0 $216K 0.02% NEW $376.34 -4.2%
363 ALV AUTOLIV INC Consumer Cyclical 1,853.0 $215K 0.02% NEW $116.17 +4.0%
364 BNS BANK NOVA SCOTIA B C Financial Services 2,457.0 $213K 0.02% NEW $86.86 +5.2%
365 CB CHUBB LIMITED Financial Services 626.0 $213K 0.02% NEW $340.87 -0.0%
366 QUAL ISHARES TR 971.0 $213K 0.02% -1K -55.8% $219.43 +2.4%
367 CME CME GROUP INC Financial Services 964.0 $213K 0.02% +79.0 +8.9% $220.94 +21.2%
368 CRS CARPENTER TECHNOLOGY CORP Industrials 344.0 $212K 0.02% NEW $617.29 -12.1%
369 WCN WASTE CONNECTIONS INC Industrials 1,268.0 $211K 0.02% -89.0 -6.6% $166.72 -1.0%
370 PSQ PROSHARES TR 8,389.0 $210K 0.02% $25.06 +1.0%
371 AVY AVERY DENNISON CORP Industrials 1,278.0 $208K 0.02% NEW $162.39 +8.8%
372 MS MORGAN STANLEY Financial Services 986.0 $206K 0.02% NEW $208.96 +4.4%
373 NEW YORK LIFE INVESTMENTS ET 3,243.0 $203K 0.02% NEW $62.59
374 HLN HALEON PLC Healthcare 15,583.0 $145K 0.01% -1K -7.8% $9.33 +2.7%
375 MFG MIZUHO FINANCIAL GROUP INC Financial Services 14,788.0 $142K 0.01% +998.0 +7.2% $9.58 +13.0%
376 KEP KOREA ELEC PWR CORP Utilities 10,563.0 $128K 0.01% NEW $12.10 -2.4%
377 SB SAFE BULKERS INC Industrials 20,159.0 $127K 0.01% +1K +5.3% $6.31 +28.4%
378 ICL ICL GROUP LTD Basic Materials 21,754.0 $108K 0.01% +1K +7.1% $4.98 +9.6%
379 NMR NOMURA HLDGS INC Financial Services 11,849.0 $104K 0.01% +72.0 +0.6% $8.78 +11.7%
Page 19 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%