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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 6 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IVE ISHARES TR 6,122.0 $1.3M 0.18% +5K +352.1% $217.54 +4.1%
102 SCHX SCHWAB STRATEGIC TR 48,590.0 $1.3M 0.18% NEW $27.37 +7.7%
103 IVW ISHARES TR 10,550.0 $1.3M 0.18% +8K +277.5% $124.69 +10.6%
104 RSP INVESCO EXCHANGE TRADED FD T 6,417.0 $1.3M 0.17% NEW $199.67 +5.2%
105 NEW YORK LIFE INVESTMENTS ET 33,343.0 $1.3M 0.17% -61K -64.7% $37.78
106 MA MASTERCARD INCORPORATED Financial Services 2,387.0 $1.2M 0.17% -129.0 -5.1% $513.24 -4.6%
107 KEYS KEYSIGHT TECHNOLOGIES INC Technology 3,638.0 $1.2M 0.16% +973.0 +36.5% $330.46 +10.0%
108 ESGV VANGUARD WORLD FD 9,735.0 $1.2M 0.16% $121.13 +9.3%
109 STIP ISHARES TR 11,084.0 $1.1M 0.16% NEW $103.65 -1.5%
110 VGSH VANGUARD SCOTTSDALE FDS 19,628.0 $1.1M 0.16% NEW $58.51 -0.7%
111 VTEB VANGUARD MUN BD FDS 22,603.0 $1.1M 0.15% -11K -32.7% $50.34 +0.2%
112 VWO VANGUARD INTL EQUITY INDEX F 19,536.0 $1.1M 0.15% NEW $57.98 +4.8%
113 NFLX NETFLIX INC. Communication Services 10,498.0 $1.1M 0.15% +2K +17.0% $106.28 -27.2%
114 TJX TJX COS INC NEW Consumer Cyclical 6,854.0 $1.1M 0.15% -289.0 -4.0% $160.27 +2.2%
115 BSV VANGUARD BD INDEX FDS 13,710.0 $1.1M 0.15% NEW $78.45 -0.9%
116 IGIB ISHARES TR 19,875.0 $1.1M 0.14% NEW $53.63 -1.1%
117 CAT CATERPILLAR INC Industrials 1,300.0 $1.0M 0.14% +565.0 +76.9% $794.16 +24.1%
118 SPMD SPDR SERIES TRUST 16,268.0 $1.0M 0.14% +850.0 +5.5% $62.76 +6.1%
119 SPYM SPDR SERIES TRUST 12,398.0 $1.0M 0.14% -3K -18.5% $81.74 +7.5%
120 IEMG ISHARES INC 13,162.0 $1.0M 0.14% NEW $76.30 +12.2%
Page 6 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%