BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

SEEDS INVESTOR LLC

· CIK 0002021047
13F Portfolio $735M AUM 350 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 106 New 150 Added 83 Reduced 22 Exited
Page 4 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IAGG ISHARES TR 46,714.0 $2.3M 0.32% NEW $50.05 +1.0%
62 QQQ INVESCO QQQ TR Financial Services 3,581.0 $2.3M 0.31% +362.0 +11.2% $628.65 +17.8%
63 JPM JPMORGAN CHASE & CO Financial Services 7,157.0 $2.2M 0.30% +724.0 +11.2% $311.14 +4.5%
64 IVV ISHARES TR 3,050.0 $2.1M 0.29% +2K +417.8% $697.75 +7.5%
65 EFIV SPDR SERIES TRUST 31,383.0 $2.1M 0.29% +290.0 +0.9% $67.22 +8.6%
66 SPTM SPDR SERIES TRUST 24,971.0 $2.1M 0.29% NEW $84.40 +7.7%
67 GLD SPDR GOLD TR Financial Services 4,715.0 $2.1M 0.29% -89.0 -1.9% $445.13 -13.0%
68 HYXF ISHARES TR 44,542.0 $2.1M 0.28% +8K +22.0% $46.84 -0.2%
69 AVDV AMERICAN CENTY ETF TR 19,299.0 $2.1M 0.28% +14K +266.6% $107.15 -0.4%
70 EFA ISHARES TR 19,755.0 $2.0M 0.28% NEW $103.64 +0.7%
71 ESML ISHARES TR 39,797.0 $2.0M 0.27% +5K +15.2% $50.23 +8.5%
72 AVUV AMERICAN CENTY ETF TR 17,044.0 $2.0M 0.27% +14K +473.9% $115.46 +5.7%
73 NEW YORK LIFE INVESTMENTS ET 53,065.0 $1.9M 0.27% -46K -46.5% $36.64
74 AVLC AMERICAN CENTY ETF TR 23,204.0 $1.9M 0.26% +5K +24.3% $82.58 +8.6%
75 AVLV AMERICAN CENTY ETF TR 22,229.0 $1.9M 0.26% NEW $84.47 +7.7%
76 LLY ELI LILLY & CO Healthcare 1,962.0 $1.8M 0.25% +239.0 +13.9% $922.52 +19.1%
77 ASML ASML HLDG NV Technology 1,171.0 $1.8M 0.24% +407.0 +53.3% $1518.26 +27.1%
78 LRCX LAM RESEARCH CORP Technology 6,465.0 $1.8M 0.24% +312.0 +5.1% $272.40 +42.8%
79 XJH ISHARES TR 36,044.0 $1.7M 0.24% NEW $48.29 +5.9%
80 VCSH VANGUARD SCOTTSDALE FDS 21,680.0 $1.7M 0.23% NEW $79.41 -0.7%
Page 4 of 18  ·  350 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 33.8%
Technology 29.6%
Communication Services 8.4%
Consumer Cyclical 7.8%
Industrials 6.9%
Healthcare 5.6%
Consumer Defensive 3.3%
Utilities 1.5%
Energy 1.1%
Real Estate 1.0%