SEEDS INVESTOR LLC

CIK 0002021047 · Q1 2026

13F Equity AUM

$734.7M

+40.8% QoQ

Positions

350

+84 QoQ

AUM Rank

#3,407

Top 27%

Skill Alpha (FF)

-4.6%/yr^ns

No Clear Edge

Rank #7,277 · Top 89%

vs S&P -9.4%/yr (unadj.)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 22.6%Top 10: 33.1%Top 20: 47.8%

VTI6.6%

MUB6.0%

VOO4.9%

VTES2.7%

SPDW2.5%

BNDX2.5%

VTEI2.2%

EUSB2.2%

DFSB1.8%

NVDA1.8%

Others (340)66.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services75.4%

Technology8.9%

Communication Services2.5%

Consumer Cyclical2.4%

Fund2.3%

Industrials2.1%

Financials2.1%

Other4.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 350Median: 0.08%Avg: 0.29%

0–0.5%

302(31.3%)

0.5–1%

25(17.7%)

1–3%

20(33.6%)

3–5%

1(4.9%)

5%+

2(12.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 339Unique: 11vs 20 funds

4.6%Low

350

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

JPMORGAN CHASE & CO

6.8%

MORGAN STANLEY

6.2%

BANK OF AMERICA CORP /DE/

6.9%

BlackRock, Inc.

7.1%

FMR LLC

9.6%

STATE STREET CORP

5.8%

VANGUARD CAPITAL MANAGEMENT LLC

5.3%

GEODE CAPITAL MANAGEMENT, LLC

VANGUARD PORTFOLIO MANAGEMENT LLC

5.9%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New106Increased152Decreased88Exited22

New Positions

IUSB1.7%

+266K

MBB1.5%

+113K

IBIT1.3%

+224K

GOVT0.8%

+246K

SCHF0.7%

+181K

LMUB0.6%

+91K

VEA0.6%

+67K

BLV0.6%

+66K

SGOL0.6%

+95K

SCHB0.6%

+155K

Increased

MUB6.0%

+245K(+150%)

BNDX2.5%

+184K(+98%)

PZA0.8%

+84K(+55%)

SPHY0.5%

+54K(+62%)

VWOB0.7%

+40K(+121%)

DFSB1.8%

+26K(+11%)

TFLO1.1%

+26K(+18%)

FLMB0.5%

+22K(+17%)

ISTB0.8%

+22K(+24%)

SPDW2.5%

+21K(+6%)

Decreased

BIV1.6%

-189,166(-56%)

IQSI0.2%

-61,154(-65%)

SCHP0.3%

-60,821(-39%)

IQSM0.3%

-46,203(-47%)

BNDW0.0%

-24,251(-88%)

TFI0.9%

-16,402(-10%)

VEU1.7%

-14,545(-9%)

SPSM0.6%

-14,170(-15%)

VTEB0.1%

-10,960(-33%)

AOM0.5%

-9,033(-11%)

Exited

-588

-6,743

-2,988

-1,173

-1,902

-392

-5,611

-748

-2,101

-2,699

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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