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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 9 of 19  ·  379 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EFAV ISHARES TR 9,419.0 $826K 0.09% NEW $87.71 +6.3%
162 KO COCA COLA CO Consumer Defensive 10,036.0 $816K 0.08% +827.0 +9.0% $81.27 +9.2%
163 HYD VANECK ETF TRUST 15,804.0 $814K 0.08% $51.51 -2.6%
164 LOW LOWES COS INC Consumer Cyclical 3,676.0 $811K 0.08% -316.0 -7.9% $220.52 -0.9%
165 VZ VERIZON COMMUNICATIONS INC Communication Services 19,009.0 $805K 0.08% +531.0 +2.9% $42.34 +15.2%
166 AVMV AMERICAN CENTY ETF TR 9,980.0 $804K 0.08% +3K +39.3% $80.53 +3.6%
167 JNJ JOHNSON & JOHNSON Healthcare 3,098.0 $787K 0.08% +22.0 +0.7% $253.95 +6.6%
168 ICSH ISHARES TR 15,361.0 $777K 0.08% NEW $50.58 -0.1%
169 BAC BANK OF AMER CORP Financial Services 13,443.0 $766K 0.08% +154.0 +1.2% $56.98 +11.7%
170 IEMG ISHARES INC 9,134.0 $757K 0.08% -4K -30.6% $82.84 -3.7%
171 BIO BIO RAD LABS INC Healthcare 2,570.0 $755K 0.08% NEW $293.61 +20.3%
172 BA BOEING CO Industrials 3,437.0 $744K 0.08% +2K +262.6% $216.44 +4.0%
173 NVT NVENT ELEC PLC Industrials 4,373.0 $742K 0.08% -39.0 -0.9% $169.60 -2.7%
174 KB KB FINL GROUP INC Financial Services 7,015.0 $736K 0.08% -375.0 -5.1% $104.96 +11.9%
175 BSV VANGUARD BD INDEX FDS 9,328.0 $727K 0.07% -4K -32.0% $77.91 -0.4%
176 SHE SPDR SERIES TRUST 4,663.0 $720K 0.07% +398.0 +9.3% $154.43 +3.1%
177 ORCL ORACLE CORP Technology 4,882.0 $715K 0.07% +55.0 +1.1% $146.54 -1.3%
178 DE DEERE & CO Industrials 1,124.0 $713K 0.07% +104.0 +10.2% $634.36 -6.3%
179 JCI JOHNSON CONTROLS INTERNATION Industrials 4,850.0 $709K 0.07% -813.0 -14.4% $146.12 +1.8%
180 USFD US FOODS HLDG CORP Consumer Defensive 6,919.0 $708K 0.07% -302.0 -4.2% $102.26 +5.9%
Page 9 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%