BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 3 of 19  ·  379 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOVT ISHARES TR 240,454.0 $5.5M 0.56% -5K -2.1% $22.78 -1.5%
42 BLV VANGUARD BD INDEX FDS 77,492.0 $5.3M 0.55% +12K +17.9% $68.93 -5.1%
43 GOOGL ALPHABET INC Communication Services 14,928.0 $5.3M 0.55% +2K +11.5% $357.38 -3.7%
44 AMD ADVANCED MICRO DEVICES INC Technology 9,181.0 $5.3M 0.55% +6K +226.0% $580.88 -12.9%
45 FIRST TR EXCH TRADED FD III 70,890.0 $5.2M 0.54% +14K +24.8% $73.80
46 SIVR ABRDN SILVER ETF TRUST Financial Services 93,002.0 $5.2M 0.54% +15K +19.7% $56.22 +11.4%
47 LMUB ISHARES TR 96,615.0 $4.9M 0.51% +5K +5.8% $51.22 -2.9%
48 INTC INTEL CORP Technology 35,096.0 $4.9M 0.50% NEW $139.63 -25.9%
49 IVV ISHARES TR 6,470.0 $4.8M 0.50% +3K +112.1% $748.92 +3.7%
50 JMHI J P MORGAN EXCHANGE TRADED F 93,682.0 $4.7M 0.49% +3K +2.8% $50.63 -1.9%
51 KLAC KLA CORP Technology 15,612.0 $4.7M 0.48% +15K +3173.0% $301.71 -31.8%
52 SPMO INVESCO EXCH TRADED FD TR II 28,212.0 $4.6M 0.47% NEW $161.54 -3.9%
53 AVGO BROADCOM INC Technology 12,058.0 $4.6M 0.47% -462.0 -3.7% $377.75 +3.9%
54 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 4,662.0 $4.5M 0.46% NEW $965.00 +3.1%
55 SUSB ISHARES TR 176,522.0 $4.4M 0.45% +3K +1.5% $24.99 -0.6%
56 VTV VANGUARD INDEX FDS 20,091.0 $4.4M 0.45% -531.0 -2.6% $217.93 +4.0%
57 CIEN CIENA CORP Technology 8,854.0 $4.3M 0.45% +6K +172.3% $490.58 -9.3%
58 GLW CORNING INC Technology 16,916.0 $4.3M 0.44% +13K +344.3% $255.42 -32.2%
59 CAOS EA SERIES TRUST 47,198.0 $4.3M 0.44% +12K +36.0% $90.36 +0.1%
60 FIX COMFORT SYS USA INC Industrials 2,055.0 $4.1M 0.42% +2K +735.4% $1982.42 -5.1%
Page 3 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%