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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 8 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GS GOLDMAN SACHS GROUP INC Financial Services 929.0 $845K 0.12% +302.0 +48.2% $909.33 +20.6%
142 ICVT ISHARES TR 7,686.0 $844K 0.12% NEW $109.80 +13.2%
143 VZ VERIZON COMMUNICATIONS INC Communication Services 18,478.0 $840K 0.11% +5K +33.0% $45.48 -0.2%
144 SLQD ISHARES TR 16,597.0 $839K 0.11% NEW $50.54 -0.6%
145 KB KB FINL GROUP INC Financial Services 7,390.0 $810K 0.11% +784.0 +11.9% $109.58 -2.6%
146 HYD VANECK ETF TRUST 15,804.0 $805K 0.11% -6K -28.1% $50.96 +1.0%
147 JCI JOHNSON CONTROLS INTERNATION Industrials 5,663.0 $804K 0.11% +2K +52.0% $142.05 +2.0%
148 EFV ISHARES TR 10,241.0 $804K 0.11% NEW $78.46 -2.3%
149 AZN ASTRAZENECA PLC Healthcare 3,879.0 $793K 0.11% NEW $204.36 -14.4%
150 GEV GE VERNOVA INC Utilities 801.0 $791K 0.11% NEW $987.60 +12.4%
151 GE GE AEROSPACE Industrials 2,480.0 $789K 0.11% +50.0 +2.1% $318.02 +12.5%
152 ORCL ORACLE CORP Technology 4,827.0 $787K 0.11% $163.00 +13.1%
153 NDAQ NASDAQ INC Financial Services 8,554.0 $742K 0.10% -748.0 -8.0% $86.71 -5.2%
154 JNJ JOHNSON & JOHNSON Healthcare 3,076.0 $738K 0.10% +576.0 +23.0% $240.08 -4.9%
155 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,388.0 $732K 0.10% +224.0 +19.2% $527.10 -11.9%
156 AMD ADVANCED MICRO DEVICES INC Technology 2,816.0 $718K 0.10% +552.0 +24.4% $255.03 +110.7%
157 BAC BANK AMERICA CORP Financial Services 13,289.0 $709K 0.10% +1K +11.1% $53.35 +5.3%
158 KO COCA COLA CO Consumer Defensive 9,209.0 $699K 0.10% +150.0 +1.7% $75.90 +4.6%
159 PEP PEPSICO INC Consumer Defensive 4,479.0 $698K 0.10% +370.0 +9.0% $155.74 -8.8%
160 CSCO CISCO SYS INC Technology 8,415.0 $695K 0.10% +865.0 +11.5% $82.61 +44.7%
Page 8 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%