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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 5 of 19  ·  379 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IJR ISHARES TR 20,119.0 $3.0M 0.31% +2K +9.4% $148.31 +1.0%
82 ARM ARM HOLDINGS PLC Technology 7,850.0 $2.8M 0.29% NEW $354.57 -23.4%
83 VGSH VANGUARD SCOTTSDALE FDS 47,339.0 $2.8M 0.28% +28K +141.2% $58.20 -0.1%
84 JPM JPMORGAN CHASE & CO Financial Services 8,159.0 $2.7M 0.27% +1K +14.0% $327.32 +10.3%
85 XJH ISHARES TR 51,016.0 $2.7M 0.27% +15K +41.5% $52.15 +1.7%
86 ESML ISHARES TR 46,902.0 $2.6M 0.27% +7K +17.9% $55.93 +1.3%
87 AVLC AMERICAN CENTY ETF TR 28,819.0 $2.6M 0.27% +6K +24.2% $89.96 +3.0%
88 VBR VANGUARD INDEX FDS 10,511.0 $2.6M 0.26% -77.0 -0.7% $242.99 +2.8%
89 AVUV AMERICAN CENTY ETF TR 19,611.0 $2.4M 0.25% +3K +15.1% $124.76 +2.8%
90 SCHP SCHWAB STRATEGIC TR 91,679.0 $2.4M 0.25% -5K -5.1% $26.50 -2.3%
91 EFIV SPDR SERIES TRUST 33,274.0 $2.4M 0.25% +2K +6.0% $72.93 +3.9%
92 SCHB SCHWAB STRATEGIC TR 81,072.0 $2.3M 0.24% -74K -47.8% $28.96 +3.3%
93 V VISA INC Financial Services 6,749.0 $2.3M 0.24% +2K +36.6% $343.10 +4.6%
94 XLRE SELECT SECTOR SPDR TR 51,967.0 $2.3M 0.23% NEW $44.03 +1.8%
95 ASML ASML HLDG NV Technology 1,146.0 $2.3M 0.23% -25.0 -2.1% $1989.52 -5.3%
96 CEF SPROTT ASSET MANAGEMENT LP Financial Services 56,255.0 $2.3M 0.23% $40.23 +12.0%
97 AVDV AMERICAN CENTY ETF TR 21,279.0 $2.2M 0.23% +2K +10.3% $103.05 +7.9%
98 EFA ISHARES TR 20,812.0 $2.2M 0.22% +1K +5.3% $103.88 +4.4%
99 XLV SELECT SECTOR SPDR TR 13,558.0 $2.2M 0.22% NEW $158.66 +5.3%
100 STIP ISHARES TR 20,717.0 $2.1M 0.22% +10K +86.9% $102.16 -1.4%
Page 5 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%