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SI

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
IVE icon
101
iShares S&P 500 Value ETF
IVE
$48.9B
$1.33M 0.18%
6,122
+4,768
+352% +$1.03M
SCHX icon
102
Schwab US Large- Cap ETF
SCHX
$70.9B
$1.33M 0.18%
+48,590
New +$1.3M
IVW icon
103
iShares S&P 500 Growth ETF
IVW
$72.5B
$1.32M 0.18%
10,550
+7,755
+277% +$933K
RSP icon
104
Invesco S&P 500 Equal Weight ETF
RSP
$96.1B
$1.28M 0.17%
+6,417
New +$1.27M
IQSI icon
105
IQ Candriam International Equity ETF
IQSI
$256M
$1.26M 0.17%
33,343
-61,154
-65% -$2.24M
MA icon
106
Mastercard
MA
$477B
$1.23M 0.17%
2,387
-129
-5% -$67.9K
KEYS icon
107
Keysight
KEYS
$54.5B
$1.2M 0.16%
3,638
+973
+37% +$244K
ESGV icon
108
Vanguard ESG US Stock ETF
ESGV
$12.9B
$1.18M 0.16%
9,735
– –
STIP icon
109
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$1.15M 0.16%
+11,084
New +$1.14M
VGSH icon
110
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$1.15M 0.16%
+19,628
New +$1.15M
VTEB icon
111
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$1.14M 0.15%
22,603
-10,960
-33% -$553K
VWO icon
112
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$1.13M 0.15%
+19,536
New +$1.09M
NFLX icon
113
Netflix
NFLX
$292B
$1.12M 0.15%
10,498
+1,528
+17% +$135K
TJX icon
114
TJX Companies
TJX
$170B
$1.1M 0.15%
6,854
-289
-4% -$45K
BSV icon
115
Vanguard Short-Term Bond ETF
BSV
$44.6B
$1.08M 0.15%
+13,710
New +$1.08M
IGIB icon
116
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.3B
$1.07M 0.15%
+19,875
New +$1.07M
CAT icon
117
Caterpillar
CAT
$409B
$1.03M 0.14%
1,300
+565
+77% +$391K
SPMD icon
118
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.2B
$1.02M 0.14%
16,268
+850
+6% +$51.7K
SPYM
119
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
$1.01M 0.14%
12,398
-2,816
-19% -$225K
IEMG icon
120
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$1M 0.14%
+13,162
New +$950K
HLT icon
121
Hilton Worldwide
HLT
$74B
$1M 0.14%
3,029
-700
-19% -$212K
ABBV icon
122
AbbVie
ABBV
$458B
$1M 0.14%
4,761
+39
+0.8% +$8.65K
ANET icon
123
Arista Networks
ANET
$219B
$998K 0.14%
6,467
-1,025
-14% -$137K
XOM icon
124
ExxonMobil
XOM
$651B
$997K 0.14%
6,684
+1,357
+25% +$198K
NVS icon
125
Novartis
NVS
$295B
$997K 0.14%
6,503
+533
+9% +$81.7K
3 4
5
6 7

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TWP
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GWS
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ACM
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JJBC
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GFI
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QI
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RP
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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.