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Seeds Investor Portfolio holdings

AUM $735M
1-Year Est. Return 17.54%
This Fund
S&P 500
This Quarter Est. Return
-0.38%
1 Year Est. Return
+17.54%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$735M
AUM Growth
+$213M
Cap. Flow
+$192M
Cap. Flow %
26.14%
Top 10 Hldgs %
33.08%
Holding
372
New
106
Increased
152
Reduced
88
Closed
22

Top Buys

Rank Stock Value
1
MUB icon
iShares National Muni Bond ETF
MUB
+$26.4M
2
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$12.4M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$12.2M
4
MBB icon
iShares MBS ETF
MBB
+$10.8M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$9.68M

Top Sells

Rank Stock Value
1
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$14.7M
2
IQSI icon
IQ Candriam International Equity ETF
IQSI
+$2.24M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.02M
4
BNDW icon
Vanguard Total World Bond ETF
BNDW
+$1.67M
5
IQSM icon
IQ Candriam US Mid Cap Equity ETF
IQSM
+$1.66M

Sector Composition

Rank Sector Weight
1 Technology 8.95%
2 Communication Services 2.52%
3 Financials 2.51%
4 Consumer Discretionary 2.36%
5 Industrials 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
A icon
351
Agilent Technologies
A
$39.3B
– –
-1,902
Closed -$259K
AGG icon
352
iShares Core US Aggregate Bond ETF
AGG
$138B
– –
-2,109
Closed -$211K
ALV icon
353
Autoliv
ALV
$8.59B
– –
-1,838
Closed -$218K
AON icon
354
Aon
AON
$77.3B
– –
-619
Closed -$218K
AYI icon
355
Acuity Brands
AYI
$9.78B
– –
-653
Closed -$235K
BSX icon
356
Boston Scientific
BSX
$65.8B
– –
-2,699
Closed -$257K
ELV icon
357
Elevance Health
ELV
$81.8B
– –
-758
Closed -$266K
EQH icon
358
Equitable Holdings
EQH
$13.1B
– –
-6,743
Closed -$321K
FIS icon
359
Fidelity National Information Services
FIS
$21.5B
– –
-3,451
Closed -$229K
GWRE icon
360
Guidewire Software
GWRE
$11.5B
– –
-1,173
Closed -$236K
IBP icon
361
Installed Building Products
IBP
$6.14B
– –
-860
Closed -$223K
INTU icon
362
Intuit
INTU
$80.8B
– –
-392
Closed -$260K
IWM icon
363
iShares Russell 2000 ETF
IWM
$81B
– –
-872
Closed -$215K
JEF icon
364
Jefferies Financial Group
JEF
$12.9B
– –
-3,426
Closed -$212K
LNC icon
365
Lincoln National
LNC
$7.92B
– –
-5,611
Closed -$250K
LXP icon
366
LXP Industrial Trust
LXP
$3.52B
– –
-4,720
Closed -$234K
MHK icon
367
Mohawk Industries
MHK
$6.93B
– –
-2,988
Closed -$327K
MS icon
368
Morgan Stanley
MS
$337B
– –
-1,177
Closed -$209K
SPMO icon
369
Invesco S&P 500 Momentum ETF
SPMO
$21.1B
– –
-2,101
Closed -$251K
URI icon
370
United Rentals
URI
$70.8B
– –
-588
Closed -$476K
WAT icon
371
Waters Corp
WAT
$36.9B
– –
-748
Closed -$284K
DAY
372
DELISTED
Dayforce
DAY
– –
-3,316
Closed -$229K
11 12 13 14
15

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ACM
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JJBC
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QI
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Seeds Investor's Q1 2026 Portfolio in Review

As of Q1 2026, Seeds Investor held 372 positions worth $735M, up 41% from $522M the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Seeds Investor deployed $192M of net new capital in Q1 2026, opening 106 new positions and adding to 152 existing holdings. Its largest new stake was iShares Core Universal USD Bond ETF: 265,614 shares worth $12.3M.

By sector, the portfolio is most concentrated in Technology at 9% of assets, down from 10% a quarter earlier, followed by Communication Services and Financials.

On the sell side, the largest reduction was Vanguard Intermediate-Term Bond ETF, an estimated $14.7M trimmed.

  • Seeds Investor's largest Q1 2026 buy was iShares Core Universal USD Bond ETF: 265,614 shares worth $12.3M.
  • Seeds Investor added most to iShares National Muni Bond ETF in Q1 2026, an estimated $26.4M increase.
  • Seeds Investor's biggest Q1 2026 reduction was Vanguard Intermediate-Term Bond ETF, cutting an estimated $14.7M.
  • Seeds Investor fully exited United Rentals in Q1 2026, selling an estimated $476K.
  • Seeds Investor's ten largest holdings make up 33% of its $735M portfolio in Q1 2026.
  • Seeds Investor opened 106 new positions and closed 22 in Q1 2026.
  • Seeds Investor's portfolio value rose 41% quarter-over-quarter to $735M.

Based on Seeds Investor's 13F filing for Q1 2026, filed 11 May 2026.