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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 4 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AVLC AMERICAN CENTY ETF TR 18,663.0 $1.5M 0.28% NEW $78.62 +14.0%
62 MA MASTERCARD INCORPORATED Financial Services 2,516.0 $1.4M 0.28% NEW $570.85 -14.2%
63 TT TRANE TECHNOLOGIES PLC Industrials 3,579.0 $1.4M 0.27% NEW $389.18 +24.2%
64 IXUS ISHARES TR 16,335.0 $1.4M 0.27% NEW $84.64 +14.6%
65 META META PLATFORMS INC Communication Services 2,053.0 $1.4M 0.26% NEW $660.18 -12.6%
66 VOTE TCW ETF TRUST 16,132.0 $1.3M 0.25% NEW $80.22 +10.2%
67 BOXX EA SERIES TRUST 10,748.0 $1.2M 0.24% NEW $115.10 +1.7%
68 SPYM SPDR SERIES TRUST 15,214.0 $1.2M 0.23% NEW $80.22 +9.6%
69 TSLA TESLA INC Consumer Cyclical 2,646.0 $1.2M 0.23% NEW $449.72 -10.9%
70 WMT WALMART INC Consumer Defensive 10,639.0 $1.2M 0.23% NEW $111.41 +5.2%
71 ESGV VANGUARD WORLD FD 9,735.0 $1.2M 0.23% NEW $120.96 +9.4%
72 JBL JABIL INC Technology 4,969.0 $1.1M 0.22% NEW $228.03 +63.1%
73 HYD VANECK ETF TRUST 21,977.0 $1.1M 0.21% NEW $51.12 +0.7%
74 CBRE CBRE GROUP INC Real Estate 6,921.0 $1.1M 0.21% NEW $160.79 -18.2%
75 CHGX EA SERIES TRUST 40,919.0 $1.1M 0.21% NEW $27.19 +21.7%
76 COST COSTCO WHSL CORP NEW Consumer Defensive 1,284.0 $1.1M 0.21% NEW $862.14 +10.4%
77 TJX TJX COS INC NEW Consumer Cyclical 7,143.0 $1.1M 0.21% NEW $153.60 +6.6%
78 ETN EATON CORP PLC Industrials 3,407.0 $1.1M 0.21% NEW $318.49 +32.4%
79 ABBV ABBVIE INC Healthcare 4,722.0 $1.1M 0.21% NEW $228.48 -5.2%
80 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 3,729.0 $1.1M 0.20% NEW $287.25 +21.4%
Page 4 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%