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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 5 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,734.0 $1.7M 0.23% +450.0 +35.0% $974.53 -2.4%
82 IXUS ISHARES TR 17,860.0 $1.7M 0.23% +2K +9.3% $93.10 +4.2%
83 META META PLATFORMS INC Communication Services 2,476.0 $1.6M 0.22% +423.0 +20.6% $662.54 -12.9%
84 JBL JABIL INC Technology 5,341.0 $1.6M 0.22% +372.0 +7.5% $305.97 +21.5%
85 TLH ISHARES TR 15,639.0 $1.6M 0.22% NEW $101.39 -0.9%
86 SYSB ISHARES TR 17,490.0 $1.6M 0.21% NEW $89.48 -1.0%
87 SPTI SPDR SERIES TRUST 53,878.0 $1.5M 0.21% NEW $28.72 -1.4%
88 V VISA INC Financial Services 4,939.0 $1.5M 0.21% +405.0 +8.9% $311.40 +5.1%
89 AMAT APPLIED MATLS INC Technology 3,870.0 $1.5M 0.21% +584.0 +17.8% $395.68 +56.0%
90 CIEN CIENA CORP Technology 3,251.0 $1.5M 0.21% +2K +138.2% $467.25 -8.4%
91 VOTE TCW ETF TRUST 18,556.0 $1.5M 0.21% +2K +15.0% $81.62 +8.3%
92 TT TRANE TECHNOLOGIES PLC Industrials 3,179.0 $1.5M 0.20% -400.0 -11.2% $470.53 +2.7%
93 EMXC ISHARES INC 16,958.0 $1.5M 0.20% NEW $87.77 +20.5%
94 VOE VANGUARD INDEX FDS 7,706.0 $1.5M 0.20% -787.0 -9.3% $190.59 +2.8%
95 TSLA TESLA INC Consumer Cyclical 3,965.0 $1.4M 0.20% +1K +49.9% $364.20 +10.0%
96 HD HOME DEPOT INC Consumer Cyclical 4,210.0 $1.4M 0.20% -387.0 -8.4% $342.75 -2.5%
97 SCHV SCHWAB STRATEGIC TR 45,339.0 $1.4M 0.20% NEW $31.81 +8.6%
98 WMT WALMART INC Consumer Defensive 11,328.0 $1.4M 0.19% +689.0 +6.5% $125.05 -6.3%
99 CHGX EA SERIES TRUST 47,904.0 $1.4M 0.19% +7K +17.1% $28.65 +15.5%
100 ETN EATON CORP PLC Industrials 3,332.0 $1.3M 0.18% -75.0 -2.2% $401.86 +5.0%
Page 5 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%