SEEDS INVESTOR LLC Q4 2025 Filing

Filed January 27, 2026

Portfolio Value

$521.7M

Holdings

266

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (266 positions)

#	Stock	Shares	Value	% Portfolio
201	FJULFIRST TR EXCHNG TRADED FD VI	5,395	$301K	0.06%
202	CCKCROWN HLDGS INC	2,903	$298K	0.06%
203	TAT&T INC	12,027	$298K	0.06%
204	MCDMCDONALDS CORP	964	$294K	0.06%
205	FJANFIRST TR EXCHNG TRADED FD VI	5,690	$294K	0.06%
206	NWSANEWS CORP NEW	11,222	$293K	0.06%
207	IVEISHARES TR	1,354	$287K	0.06%
208	WATWATERS CORP	748	$284K	0.05%
209	AXPAMERICAN EXPRESS CO	757	$280K	0.05%
210	RSRELIANCE INC	966	$279K	0.05%
211	CGDGCAPITAL GROUP DIVIDEND VALUE	6,300	$274K	0.05%
212	RRXREGAL REXNORD CORPORATION	1,958	$274K	0.05%
213	XPOXPO INC	2,019	$274K	0.05%
214	NLYANNALY CAPITAL MANAGEMENT IN	12,254	$273K	0.05%
215	PLTRPALANTIR TECHNOLOGIES INC	1,518	$269K	0.05%
216	LECOLINCOLN ELEC HLDGS INC	1,116	$267K	0.05%
217	ELVELEVANCE HEALTH INC FORMERLY	758	$265K	0.05%
218	INTUINTUIT	392	$259K	0.05%
219	AG8AGILENT TECHNOLOGIES INC	1,902	$258K	0.05%
220	BSXBOSTON SCIENTIFIC CORP	2,699	$257K	0.05%
221	RLRALPH LAUREN CORP	723	$255K	0.05%
222	APHAMPHENOL CORP NEW	1,889	$255K	0.05%
223	JXNJACKSON FINANCIAL INC	2,373	$253K	0.05%
224	KLMNINVESCO EXCH TRADED FD TR II	2,101	$250K	0.05%
225	LNCLINCOLN NATL CORP IND	5,611	$249K	0.05%
226	HBC2HSBC HLDGS PLC	3,159	$248K	0.05%
227	CMECME GROUP INC	905	$247K	0.05%
228	TRVCCITIGROUP INC	2,109	$246K	0.05%
229	PYPLPAYPAL HLDGS INC	4,121	$240K	0.05%
230	TXNTEXAS INSTRS INC	1,372	$238K	0.05%
231	BABOEING CO	1,098	$238K	0.05%
232	SANMSANMINA CORPORATION	1,579	$236K	0.05%
233	GWREGUIDEWIRE SOFTWARE INC	1,173	$235K	0.05%
234	AYIACUITY INC	653	$234K	0.04%
235	LXPLXP INDUSTRIAL TRUST	4,720	$234K	0.04%
236	ECLECOLAB INC	885	$232K	0.04%
237	ZWSZURN ELKAY WATER SOLNS CORP	5,011	$232K	0.04%
238	SCISERVICE CORP INTL	2,961	$230K	0.04%
239	DAYDAYFORCE INC	3,316	$229K	0.04%
240	BWABORGWARNER INC	5,086	$229K	0.04%
241	FISFIDELITY NATL INFORMATION SV	3,451	$229K	0.04%
242	ONCONCOLYTICS BIOTECH INC	258,306	$225K	0.04%
243	AALAMERICAN AIRLS GROUP INC	14,630	$224K	0.04%
244	IBPINSTALLED BLDG PRODS INC	860	$223K	0.04%
245	DUKDUKE ENERGY CORP NEW	1,902	$222K	0.04%
246	MSGSMADISON SQUARE GRDN SPRT COR	857	$221K	0.04%
247	ALLYALLY FINL INC	4,876	$220K	0.04%
248	EZUISHARES INC	3,419	$219K	0.04%
249	ALVAUTOLIV INC	1,838	$218K	0.04%
250	AONAON PLC	619	$218K	0.04%
251	GGGGRACO INC	2,659	$217K	0.04%
252	SHELSHELL PLC	2,929	$215K	0.04%
253	ADBEADOBE INC	617	$215K	0.04%
254	WCNWASTE CONNECTIONS INC	1,221	$214K	0.04%
255	IWMISHARES TR	872	$214K	0.04%
256	BMOBANK MONTREAL QUE	1,644	$213K	0.04%
257	JEFJEFFERIES FINL GROUP INC	3,426	$212K	0.04%
258	HLNHALEON PLC	20,942	$211K	0.04%
259	AGGISHARES TR	2,109	$210K	0.04%
260	DWDMORGAN STANLEY	1,177	$208K	0.04%
261	WDCWESTERN DIGITAL CORP	1,195	$205K	0.04%
262	ISRGINTUITIVE SURGICAL INC	360	$203K	0.04%
263	CVXCHEVRON CORP NEW	1,319	$201K	0.04%
264	NMRNOMURA HLDGS INC	14,026	$117K	0.02%
265	MFGMIZUHO FINANCIAL GROUP INC	14,250	$104K	0.02%
266	SBSAFE BULKERS INC	12,445	$59K	0.01%

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