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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 6 of 19  ·  379 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IGIB ISHARES TR 39,499.0 $2.1M 0.22% +20K +98.7% $53.17 -1.9%
102 HYXF ISHARES TR 44,914.0 $2.1M 0.22% +372.0 +0.8% $46.72 -0.6%
103 AOM ISHARES TR 41,898.0 $2.1M 0.21% -29K -40.9% $49.89 -0.1%
104 JBL JABIL INC Technology 5,394.0 $2.1M 0.21% +53.0 +1.0% $385.45 -4.0%
105 CHGX EA SERIES TRUST 62,295.0 $2.1M 0.21% +14K +30.0% $33.21 +2.5%
106 TSLA TESLA INC Consumer Cyclical 4,708.0 $2.0M 0.20% +743.0 +18.7% $420.60 -19.3%
107 GLD SPDR GOLD TR Financial Services 5,174.0 $1.9M 0.20% +459.0 +9.7% $368.41 +10.1%
108 NEW YORK LIFE INVESTMENTS ET 46,325.0 $1.8M 0.19% -7K -12.7% $39.80
109 XLI SELECT SECTOR SPDR TR 9,631.0 $1.8M 0.18% NEW $185.23 +0.6%
110 XLE SELECT SECTOR SPDR TR 32,307.0 $1.7M 0.18% NEW $53.11 +17.8%
111 AVDE AMERICAN CENTY ETF TR 19,098.0 $1.7M 0.17% +16K +440.6% $89.20 +5.7%
112 SPYM SPDR SERIES TRUST 19,042.0 $1.7M 0.17% +7K +53.6% $87.88 +3.5%
113 CAT CATERPILLAR INC Industrials 1,568.0 $1.7M 0.17% +268.0 +20.6% $1065.10 -17.2%
114 VOTE TCW ETF TRUST 18,747.0 $1.7M 0.17% +191.0 +1.0% $88.17 +3.4%
115 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,699.0 $1.6M 0.16% -35.0 -2.0% $935.38 +1.9%
116 TT TRANE TECHNOLOGIES PLC Industrials 3,233.0 $1.6M 0.16% +54.0 +1.7% $491.13 -3.2%
117 IXUS ISHARES TR 16,566.0 $1.6M 0.16% -1K -7.2% $95.44 +2.8%
118 TLH ISHARES TR 15,232.0 $1.5M 0.16% -407.0 -2.6% $100.35 -4.3%
119 GGOV BLACKROCK ETF TRUST II 30,318.0 $1.5M 0.16% NEW $50.29 -0.4%
120 BINC BLACKROCK ETF TRUST II 29,052.0 $1.5M 0.16% -16K -35.3% $52.34 -0.7%
Page 6 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%