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Portfolio (Quarterly) Guide ↗

SEEDS INVESTOR LLC

· CIK 0002021047
13F Portfolio $522M AUM 266 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 266 New
Page 2 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TFLO ISHARES TR 140,946.0 $7.1M 1.36% NEW $50.46 +0.3%
22 BGRN ISHARES TR 129,219.0 $6.2M 1.19% NEW $47.94 -1.0%
23 VUG VANGUARD INDEX FDS 12,378.0 $6.0M 1.16% NEW $487.85 -82.2%
24 SIVR ABRDN SILVER ETF TRUST Financial Services 77,994.0 $5.3M 1.01% NEW $67.64 -7.5%
25 SPSM SPDR SERIES TRUST 95,846.0 $4.5M 0.86% NEW $46.86 +19.2%
26 ISTB ISHARES TR 91,937.0 $4.5M 0.86% NEW $48.75 -1.2%
27 IJH ISHARES TR 67,190.0 $4.4M 0.85% NEW $66.00 +14.8%
28 SUSB ISHARES TR 168,151.0 $4.2M 0.81% NEW $25.24 -1.2%
29 SCHP SCHWAB STRATEGIC TR 157,421.0 $4.2M 0.80% NEW $26.49 +0.0%
30 SPEM SPDR INDEX SHS FDS 86,326.0 $4.0M 0.78% NEW $46.81 +13.4%
31 VTV VANGUARD INDEX FDS 20,714.0 $4.0M 0.76% NEW $190.99 +13.4%
32 JMHI J P MORGAN EXCHANGE TRADED F 77,692.0 $3.9M 0.75% NEW $50.25 +0.2%
33 AOM ISHARES TR 79,861.0 $3.8M 0.73% NEW $47.73 +4.7%
34 AVGO BROADCOM INC Technology 10,918.0 $3.8M 0.72% NEW $346.09 +18.9%
35 PZA INVESCO EXCH TRADED FD TR II 153,535.0 $3.6M 0.68% NEW $23.19 +1.3%
36 NEW YORK LIFE INVESTMENTS ET 99,268.0 $3.4M 0.66% NEW $34.62
37 NEW YORK LIFE INVESTMENTS ET 94,497.0 $3.3M 0.64% NEW $35.17
38 FIRST TR EXCH TRADED FD III 46,249.0 $3.3M 0.63% NEW $70.99
39 FLMB FRANKLIN TEMPLETON ETF TR 127,812.0 $3.0M 0.58% NEW $23.79 +0.7%
40 AMZN AMAZON COM INC Consumer Cyclical 12,549.0 $2.9M 0.56% NEW $230.82 +5.9%
Page 2 of 14  ·  266 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 33.6%
Technology 31.7%
Consumer Cyclical 8.2%
Healthcare 6.6%
Industrials 6.5%
Communication Services 6.0%
Consumer Defensive 3.3%
Real Estate 1.4%
Utilities 1.1%
Basic Materials 1.0%