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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 9 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 7,361.0 $693K 0.09% +3K +81.7% $94.14 +16.4%
162 USFD US FOODS HLDG CORP Consumer Defensive 7,221.0 $668K 0.09% +357.0 +5.2% $92.47 -0.6%
163 GLW CORNING INC Technology 3,807.0 $658K 0.09% +292.0 +8.3% $172.84 +12.8%
164 SPGI S&P GLOBAL INC Financial Services 1,510.0 $642K 0.09% -513.0 -25.4% $425.28 -3.4%
165 BOXX EA SERIES TRUST 5,414.0 $630K 0.09% -5K -49.6% $116.30 +0.7%
166 QCOM QUALCOMM INC Technology 4,661.0 $619K 0.08% -346.0 -6.9% $132.84 +70.2%
167 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1,070.0 $619K 0.08% -406.0 -27.5% $578.27 -7.2%
168 HAS HASBRO INC Consumer Cyclical 6,646.0 $616K 0.08% -3K -28.6% $92.75 -8.6%
169 LIN LINDE PLC Basic Materials 1,228.0 $614K 0.08% +267.0 +27.8% $499.85 +2.5%
170 SHYG ISHARES TR 14,334.0 $611K 0.08% NEW $42.64 -0.5%
171 DIS DISNEY WALT CO Communication Services 5,950.0 $610K 0.08% -1K -19.3% $102.60 +1.3%
172 DE DEERE & CO Industrials 1,020.0 $608K 0.08% +260.0 +34.2% $595.96 -1.1%
173 NVT NVENT ELEC PLC Industrials 4,412.0 $593K 0.08% -97.0 -2.1% $134.48 +31.6%
174 PG PROCTER & GAMBLE CO Consumer Defensive 4,079.0 $589K 0.08% +935.0 +29.7% $144.37 +4.2%
175 MRK MERCK & CO INC Healthcare 4,900.0 $588K 0.08% +2K +54.0% $119.97 -5.1%
176 SHE SPDR SERIES TRUST 4,265.0 $581K 0.08% +649.0 +17.9% $136.18 +13.9%
177 MCO MOODYS CORP Financial Services 1,323.0 $580K 0.08% -90.0 -6.4% $438.07 +2.9%
178 RB GLOBAL INC 5,465.0 $565K 0.08% +615.0 +12.7% $103.35
179 EXC EXELON CORP Utilities 11,502.0 $560K 0.08% +2K +20.6% $48.66 -5.9%
180 CAH CARDINAL HEALTH INC Healthcare 2,604.0 $560K 0.08% NEW $214.92 +3.2%
Page 9 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%