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Jonathan Seed Portfolio
Invests via Seed Wealth Management Inc. | Managed by Jonathan Halleck Seed
Invests via Seed Wealth Management Inc.
Managed by Jonathan Halleck Seed
Automatically Tracked
Jonathan Seed Profile
Jonathan Seed is an accomplished entrepreneur and investor with a robust track record in building innovative technology ventures. His career spans over two decades, marked by significant contributions to early-stage startups as both a founder and advisor. Leveraging extensive experience in product development and market entry strategies, he has successfully guided multiple companies through their growth phases. Additionally, his insights into emerging trends have established him as a thought leader within the tech community. His involvement extends beyond investment; Jonathan actively engages in mentorship roles, fostering new talent within the entrepreneurial ecosystem.
Jonathan Seed is an accomplished entrepreneur and investor with a robust track record in building innovative technology ventures. His career spans over two decades, marked by significant contributions to early-stage startups as both a founder and advisor. Leveraging extensive experience in product development and market entry strategies, he has successfully guided multiple companies through their growth phases. Additionally, his insights into emerging trends have established him as a thought leader within the tech community. His involvement extends beyond investment; Jonathan actively engages in mentorship roles, fostering new talent within the entrepreneurial ecosystem.
Investment Philosophy & Strategy
Growth-oriented and attuned to technological advancements, Jonathan Seed seeks out transformative opportunities in the startup landscape. He leverages his entrepreneurial acumen to identify ventures that exhibit potential for scalability and innovative disruption. His strategic investments focus on businesses capable of redefining industry standards while emphasizing effective product-market fit. By nurturing companies from inception through growth stages, he fosters environments conducive to creative solutions and breakthrough innovations. Engagement with emerging trends allows him to anticipate market shifts, ensuring a forward-thinking investment approach.
Growth-oriented and attuned to technological advancements, Jonathan Seed seeks out transformative opportunities in the startup landscape. He leverages his entrepreneurial acumen to identify ventures that exhibit potential for scalability and innovative disruption. His strategic investments focus on businesses capable of redefining industry standards while emphasizing effective product-market fit. By nurturing companies from inception through growth stages, he fosters environments conducive to creative solutions and breakthrough innovations. Engagement with emerging trends allows him to anticipate market shifts, ensuring a forward-thinking investment approach.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
29.62%
Gain 0%
Monthly
0.78%
Yearly
9.74%
Drawdown
10.06%
$157.37M
Equity
Holdings
$157.37M
Investment
$130.45M
$47.93M
Profit -$125.16
Realized
$19.61M
Unrealized
$28.32M
Dividends
$9.9M
Goals
Avg. 80% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.002%
Profit
-$125.16
Win %
83%
This Week
Compared To Last Week
Gain
0%
Profit
-$125.16
Win %
83%
This Month
Compared to last month
Gain
-0.88%
Profit
-$1.4M
Win %
83%
This Year
Compared to last year
Gain
3.01%
Profit
$4.98M
Win %
82%
NTR Nutrien Ltd.
+3.14%
+$7,076.1 
HSBC HSBC Holdings plc Sponsored ADR
+2.15%
+$6,103.5 
SYK Stryker Corporation
+2.15%
+$6,363.2 
PNR Pentair plc
+1.7%
+$3,602.67 
UBS UBS Group AG
+1.62%
+$9,122.1 
DE Deere & Company
+1.55%
+$6,417.82 
GLW Corning Incorporated
+1.5%
+$5,294.7 
VFMO Vanguard U.S. Momentum Factor Fund
+1.43%
+$7,817.15 
IMOM Alpha International Quantitative Momentum ETF
+1.3%
+$4,742.4 
QMOM Alpha U.S. Quantitative Momentum ETF
+1.29%
+$31,249.46 
TEL TE Connectivity plc
+1.27%
+$4,443.1 
RPC P10 Inc.
+1.22%
+$16,689.3 
INFY Infosys Limited
+1.21%
+$1,953 
IBN ICICI Bank Limited Sponsored ADR
+1.2%
+$6,939.9 
HLN Haleon Plc - ADR
+1.11%
+$2,658 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.09%
+$4,188.61 
JNJ Johnson & Johnson
+1.07%
+$3,792.22 
DELL Dell Technologies Inc.
+1.05%
+$18,395.8 
SCHV Schwab U.S. Large-Cap Value ETF
+1%
+$15,276.2 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$58,274.3 
VFMF Vanguard U.S. Multifactor ETF
+0.9%
+$10,493.7 
AVDV Avantis International Small Cap Value ETF
+0.89%
+$25,836.84 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$3,553.02 
PG Procter & Gamble Co
+0.86%
+$1,836.42 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$2,497.51 
HD The Home Depot, Inc.
+0.73%
+$1,739.78 
IMTM iShares MSCI International Momentum Factor ETF
+0.71%
+$3,762 
WTW Willis Towers Watson Public Limited Company
+0.71%
+$1,784.79 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$9,472.26 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$3,189.98 
AVUS Avantis U.S. Equity ETF
+0.65%
+$13,304.5 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
+0.65%
+$2,016 
AVDE Avantis International Equity ETF
+0.59%
+$11,588.45 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$14,759.9 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.56%
+$2,255 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$26,917.52 
GOOG Alphabet Inc
+0.45%
+$5,240 
WMT Walmart Inc.
+0.45%
+$2,205.9 
DFAI Dimensional International Core Equity Market ETF
+0.43%
+$2,892.6 
AVEM Avantis Emerging Markets Equity ETF
+0.42%
+$4,632 
PGR Progressive Corporation
+0.42%
+$1,081.21 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$7,017.26 
FNDF Schwab Fundamental International Large Company Index ETF
+0.39%
+$2,421.28 
AAEQ Alpha Architect US Equity 2 ETF
+0.39%
+$18,565.16 
AAUS Alpha Architect U.S. Equity ETF
+0.37%
+$151,153.61 
NPFD Nuveen Variable Rate Preferred & Income Fund
+0.37%
+$1,192.1 
FNDC Schwab Fundamental International Small Company Index ETF
+0.34%
+$5,149.64 
GSK GSK plc Sponsored ADR
+0.34%
+$1,094.41 
AVES Avantis Emerging Markets Value ETF
+0.32%
+$1,654.8 
SCHF Schwab International Equity ETF
+0.29%
+$2,677.6 
XOM Exxon Mobil Corporation
+0.28%
+$1,097.12 
HYEM VanEck Emerging Markets High Yield Bond Fund
+0.2%
+$1,820.4 
BTT BlackRock Municipal 2030 Target Term Trust
+0.18%
+$2,366.8 
SCJ iShares MSCI Japan Small-Cap ETF
+0.17%
+$385.2 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.16%
+$1,461.9 
NVDA NVIDIA Corporation
+0.16%
+$1,689.6 
RY Royal Bank of Canada
+0.14%
+$337.49 
VRP Invesco Variable Rate Preferred ETF
+0.12%
+$2,697.75 
MSFT Microsoft Corp.
+0.1%
+$1,374.77 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.07%
+$5,132.37 
CB Chubb Limited
+0.06%
+$164.87 
FLDR Fidelity Low Duration Bond ETF
+0.06%
+$261 
PULS PGIM Ultra Short Bond ETF
+0.04%
+$3,399.18 
SCHP Schwab U.S. TIPS ETF
+0.04%
+$2,218.6 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.03%
+$1,904.3 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$406.95 
QEFA SPDR MSCI EAFE StrategicFactors ETF
+0.03%
+$75 
ORCL Oracle Corporation
+0.02%
+$65.71 
MCD McDonald's Corporation
+0.01%
+$56.33 
AZN
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
VTEI
0%
$0 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-2.93%
-$15,577.5 
RC Ready Capital Corporation
-2.87%
-$520 
PLTR Palantir Technologies Inc.
-2.36%
-$12,978.01 
ABT Abbott Laboratories
-1.64%
-$3,279.57 
EQNR Equinor ASA Sponsored ADR
-1.55%
-$5,278.2 
AAPL Apple Inc.
-1.52%
-$18,027 
MRK Merck & Co., Inc.
-1.42%
-$3,490.1 
AMZN Amazon.com Inc
-1.23%
-$12,713.16 
AVGO Broadcom Inc.
-0.91%
-$10,538.51 
HAYW Hayward Holdings Inc.
-0.68%
-$1,986 
CSCO Cisco Systems, Inc.
-0.6%
-$2,993.01 
SNPS Synopsys, Inc.
-0.53%
-$1,368 
MCK McKesson Corporation
-0.4%
-$1,516.63 
RTX RTX Corporation
-0.37%
-$1,094.82 
CRM Salesforce Inc
-0.34%
-$879.2 
SNN Smith & Nephew plc ADR
-0.33%
-$757 
META Meta Platforms Inc Class A
-0.26%
-$774.31 
SHEL Shell plc
-0.22%
-$1,316.13 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.19%
-$5,102.1 
NVO Novo Nordisk A/S Sponsored ADR
-0.18%
-$1,171.52 
PFFV Global X Variable Rate Preferred ETF
-0.18%
-$1,188 
TTWO Take-Two Interactive Software, Inc.
-0.16%
-$356.4 
MBB iShares MBS ETF
-0.15%
-$1,318.8 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.14%
-$3,556.8 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.04%
-$684.56 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$77.88 Events
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Dividends
Dividend Analysis
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No Data
| Trades 881 | Longs Won 668/881 75% | Profit Factor 20.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $217,753.51 |
| Average Win $75,171.43 | Best Trade (Jun 14) $3.54M | Sharpe Ratio -10.96 |
| Average Loss -$11,261.31 | Worst Trade (Jun 14) -$323,772.12 | Z-Score 5.84 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 1d | Expectancy $54,403.06 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,889 | 12,500 | 11,111 | 9,722 | 8,333 | 6,944 | 5,556 | 4,167 | 2,778 | 1,389 |
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Returns
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