Mustard Seed Financial, LLC

13F filer · CIK 0002011321

Reported Aug 5, 2026

Net buyer this quarter

13F portfolio value$192MU.S. long equity reported on 13F

Positions486 new · 4 closed

Net flow last quarter+$2.4MBuys minus sells

Top 10 positions weight21.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 5, 202648 positions
BSVNBank7 Corp.	$16.8M	8.72%	2.26%	+5.5%	Q4 2023
WMTWalmart Inc.	$5.53M	2.87%	0.00%	+18.1%	Q4 2023
NVDANvidia Corp	$4.54M	2.36%	0.00%	0.0%	Q4 2023
VOTVan Kampen Municipal Opportunity Trust II	$3.77M	1.96%	Not reported	+10.0%	Q4 2023
XOMExxonMobil Holdings Corp	$2.36M	1.23%	0.00%	-1.1%	Q4 2023
AAPLApple Inc.	$2.2M	1.14%	0.00%	-6.6%	Q4 2023
PGPROCTER & GAMBLE Co	$1.63M	0.85%	0.00%	0.0%	Q4 2023
LLYELI LILLY & Co	$1.57M	0.82%	0.00%	+0.2%	Q4 2023
ABBVAbbVie Inc.	$1.46M	0.76%	0.00%	Not reported	Q4 2023
MUSAMurphy USA Inc.	$1.23M	0.64%	0.01%	-6.1%	Q4 2023
HBANHuntington Bancshares Inc	$999K	0.52%	0.00%	-1.8%	Q1 2026
FBTCFidelity Wise Origin Bitcoin Fund	$842K	0.44%	0.01%	0.0%	Q1 2024
ARKBArk 21Shares Bitcoin ETF	$829K	0.43%	0.04%	+0.1%	Q1 2024
SFNCSimmons First National Corp	$778K	0.40%	0.02%	Not reported	Q4 2023
MSFTMicrosoft Corp	$776K	0.40%	0.00%	Not reported	Q4 2023
INTCIntel Corp	$741K	0.39%	0.00%	Not reported	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$681K	0.35%	Not reported	+1.4%	Q4 2023
MURMurphy Oil Corp	$615K	0.32%	0.01%	-12.0%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$585K	0.30%	Not reported	+97.8%	Q3 2024
AMZNAmazon Com Inc	$583K	0.30%	0.00%	Not reported	Q4 2023
GOOGAlphabet Inc.	$559K	0.29%	Not reported	Not reported	Q4 2023
OZKBank OZK	$501K	0.26%	Not reported	Not reported	Q4 2023
ORCLOracle Corp	$498K	0.26%	0.00%	Not reported	Q4 2023
TXNTexas Instruments Inc	$481K	0.25%	0.00%	Not reported	Q4 2023
GOOGLAlphabet Inc.	$465K	0.24%	0.00%	Not reported	Q4 2023
ABTAbbott Laboratories	$444K	0.23%	0.00%	-0.9%	Q4 2023
DELLDell Technologies Inc.	$431K	0.22%	0.00%	New	Q2 2026
PEPPepsico Inc	$423K	0.22%	0.00%	Not reported	Q4 2023
JPMJPMorgan Chase & Co	$421K	0.22%	0.00%	Not reported	Q4 2023
SPYSPDR S&P 500 ETF Trust	$413K	0.21%	Not reported	Not reported	Q4 2023
AMATApplied Materials Inc	$362K	0.19%	0.00%	New	Q2 2026
JBHTHunt J B Transport Services Inc	$347K	0.18%	0.00%	Not reported	Q4 2023
ETREntergy Corp	$315K	0.16%	0.00%	0.0%	Q1 2025
UNHUnitedhealth Group Inc	$302K	0.16%	0.00%	-25.2%	Q4 2023
CVXChevron Corp	$300K	0.16%	0.00%	-5.2%	Q4 2023
ROSTRoss Stores, Inc.	$298K	0.15%	0.00%	Not reported	Q1 2024
PWRQuanta Services, Inc.	$289K	0.15%	0.00%	Not reported	Q1 2026
MFCManulife Financial Corp	$281K	0.15%	Not reported	Not reported	Q3 2024
GEGeneral Electric Co	$275K	0.14%	0.00%	Not reported	Q2 2025
SLIStandard Lithium Ltd.	$269K	0.14%	0.04%	Not reported	Q4 2023
JNJJohnson & Johnson	$259K	0.13%	0.00%	-21.3%	Q3 2024
DIASPDR Dow Jones Industrial Average ETF Trust	$225K	0.12%	Not reported	Not reported	Q4 2025
CSCOCisco Systems, Inc.	$217K	0.11%	0.00%	New	Q2 2026
GEVGE Vernova Inc.	$211K	0.11%	0.00%	New	Q2 2026
KLACKla Corp	$211K	0.11%	0.00%	New	Q2 2026
NFLXNetflix Inc	$208K	0.11%	0.00%	Not reported	Q4 2023
XYLXylem Inc.	$202K	0.11%	0.00%	+0.4%	Q1 2024
CLFCleveland-Cliffs Inc.	$108K	0.06%	0.00%	Not reported	Q4 2023
Q1 2026Reported Apr 27, 202646 positions
BSVNBank7 Corp.	$16M	9.60%	2.15%	+1.7%	Q4 2023
WMTWalmart Inc.	$5.13M	3.08%	0.00%	+0.4%	Q4 2023
NVDANvidia Corp	$3.95M	2.37%	0.00%	Not reported	Q4 2023
XOMExxonMobil Holdings Corp	$2.96M	1.78%	0.00%	-2.8%	Q4 2023
VOTVan Kampen Municipal Opportunity Trust II	$2.88M	1.73%	Not reported	+4.4%	Q4 2023
AAPLApple Inc.	$2.06M	1.24%	0.00%	+0.3%	Q4 2023
PGPROCTER & GAMBLE Co	$1.61M	0.96%	0.00%	-4.0%	Q4 2023
ABBVAbbVie Inc.	$1.26M	0.75%	0.00%	Not reported	Q4 2023
MUSAMurphy USA Inc.	$1.2M	0.72%	0.01%	-3.1%	Q4 2023
LLYELI LILLY & Co	$1.2M	0.72%	0.00%	+0.1%	Q4 2023
FBTCFidelity Wise Origin Bitcoin Fund	$974K	0.58%	0.01%	+3.2%	Q1 2024
ARKBArk 21Shares Bitcoin ETF	$957K	0.57%	0.04%	+0.1%	Q1 2024
HBANHuntington Bancshares Inc	$898K	0.54%	0.00%	New	Q1 2026
MURMurphy Oil Corp	$885K	0.53%	0.02%	-6.6%	Q4 2023
MSFTMicrosoft Corp	$770K	0.46%	0.00%	-4.6%	Q4 2023
SFNCSimmons First National Corp	$668K	0.40%	0.02%	Not reported	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$630K	0.38%	Not reported	-12.6%	Q4 2023
AMZNAmazon Com Inc	$509K	0.31%	0.00%	0.0%	Q4 2023
ABTAbbott Laboratories	$507K	0.30%	0.00%	-0.4%	Q4 2023
ORCLOracle Corp	$500K	0.30%	0.00%	Not reported	Q4 2023
PEPPepsico Inc	$485K	0.29%	0.00%	-12.6%	Q4 2023
GOOGAlphabet Inc.	$453K	0.27%	Not reported	Not reported	Q4 2023
OZKBank OZK	$441K	0.26%	Not reported	Not reported	Q4 2023
CVXChevron Corp	$395K	0.24%	0.00%	Not reported	Q4 2023
JPMJPMorgan Chase & Co	$379K	0.23%	0.00%	+1.9%	Q4 2023
GOOGLAlphabet Inc.	$374K	0.22%	0.00%	Not reported	Q4 2023
SPYSPDR S&P 500 ETF Trust	$360K	0.22%	Not reported	+7.2%	Q4 2023
SLIStandard Lithium Ltd.	$333K	0.20%	0.04%	+6.0%	Q4 2023
JNJJohnson & Johnson	$317K	0.19%	0.00%	+0.1%	Q3 2024
TXNTexas Instruments Inc	$313K	0.19%	0.00%	Not reported	Q4 2023
ETREntergy Corp	$308K	0.18%	0.00%	+6.7%	Q1 2025
ROSTRoss Stores, Inc.	$303K	0.18%	0.00%	Not reported	Q1 2024
ALBAlbemarle Corp	$285K	0.17%	0.00%	-17.6%	Q4 2023
NFLXNetflix Inc	$281K	0.17%	0.00%	Not reported	Q4 2023
UNHUnitedhealth Group Inc	$262K	0.16%	0.00%	Not reported	Q4 2023
JBHTHunt J B Transport Services Inc	$254K	0.15%	0.00%	Not reported	Q4 2023
MFCManulife Financial Corp	$239K	0.14%	Not reported	Not reported	Q3 2024
TAt&T Inc.	$238K	0.14%	0.00%	0.0%	Q1 2025
INTCIntel Corp	$234K	0.14%	0.00%	Not reported	Q4 2023
QQQInvesco QQQ Trust, Series 1	$232K	0.14%	Not reported	-4.7%	Q3 2024
PWRQuanta Services, Inc.	$221K	0.13%	0.00%	New	Q1 2026
GEGeneral Electric Co	$209K	0.12%	0.00%	-6.8%	Q2 2025
XYLXylem Inc.	$204K	0.12%	0.00%	+0.4%	Q1 2024
DDSDillard'S, Inc.	$203K	0.12%	Not reported	Not reported	Q3 2025
GLDSPDR Gold Trust	$200K	0.12%	0.00%	New	Q1 2026
CLFCleveland-Cliffs Inc.	$96.8K	0.06%	0.00%	Not reported	Q4 2023
Q4 2025Reported Jan 23, 202643 positions
BSVNBank7 Corp.	$15.8M	9.95%	2.12%	+2.3%	Q4 2023
WMTWalmart Inc.	$4.58M	2.88%	0.00%	-1.2%	Q4 2023
NVDANvidia Corp	$4.23M	2.66%	0.00%	-20.9%	Q4 2023
VOTVan Kampen Municipal Opportunity Trust II	$2.99M	1.88%	Not reported	+4.8%	Q4 2023
AAPLApple Inc.	$2.2M	1.38%	0.00%	-10.1%	Q4 2023
XOMExxonMobil Holdings Corp	$2.16M	1.36%	0.00%	-0.8%	Q4 2023
PGPROCTER & GAMBLE Co	$1.66M	1.04%	0.00%	0.0%	Q4 2023
LLYELI LILLY & Co	$1.4M	0.88%	0.00%	-43.4%	Q4 2023
ABBVAbbVie Inc.	$1.32M	0.83%	0.00%	-4.4%	Q4 2023
ARKBArk 21Shares Bitcoin ETF	$1.24M	0.78%	0.03%	+12.5%	Q1 2024
FBTCFidelity Wise Origin Bitcoin Fund	$1.22M	0.77%	0.01%	+4.1%	Q1 2024
MSFTMicrosoft Corp	$1.05M	0.66%	0.00%	-0.6%	Q4 2023
CADECadence Financial Corp	$1.02M	0.64%	Not reported	-9.6%	Q4 2023
MUSAMurphy USA Inc.	$1.01M	0.64%	0.01%	+136.2%	Q4 2023
MURMurphy Oil Corp	$718K	0.45%	0.02%	+14.4%	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$699K	0.44%	Not reported	+0.8%	Q4 2023
ORCLOracle Corp	$662K	0.42%	0.00%	+0.1%	Q4 2023
SFNCSimmons First National Corp	$648K	0.41%	0.02%	Not reported	Q4 2023
ABTAbbott Laboratories	$621K	0.39%	0.00%	Not reported	Q4 2023
AMZNAmazon Com Inc	$565K	0.35%	0.00%	Not reported	Q4 2023
PEPPepsico Inc	$513K	0.32%	0.00%	-18.4%	Q4 2023
GOOGAlphabet Inc.	$496K	0.31%	Not reported	Not reported	Q4 2023
OZKBank OZK	$442K	0.28%	Not reported	-5.6%	Q4 2023
SLIStandard Lithium Ltd.	$412K	0.26%	0.04%	+18.2%	Q4 2023
GOOGLAlphabet Inc.	$407K	0.26%	0.00%	-4.4%	Q4 2023
JPMJPMorgan Chase & Co	$407K	0.26%	0.00%	-19.9%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$352K	0.22%	Not reported	+0.8%	Q4 2023
CVXChevron Corp	$291K	0.18%	0.00%	-34.8%	Q4 2023
TXNTexas Instruments Inc	$280K	0.18%	0.00%	Not reported	Q4 2023
NFLXNetflix Inc	$274K	0.17%	0.00%	-36.1%	Q4 2023
ALBAlbemarle Corp	$273K	0.17%	0.00%	Not reported	Q4 2023
JNJJohnson & Johnson	$268K	0.17%	0.00%	-20.4%	Q3 2024
QQQInvesco QQQ Trust, Series 1	$259K	0.16%	Not reported	Not reported	Q3 2024
ROSTRoss Stores, Inc.	$252K	0.16%	0.00%	Not reported	Q1 2024
MFCManulife Financial Corp	$252K	0.16%	Not reported	Not reported	Q3 2024
GEGeneral Electric Co	$243K	0.15%	0.00%	Not reported	Q2 2025
ETREntergy Corp	$238K	0.15%	0.00%	0.0%	Q1 2025
JBHTHunt J B Transport Services Inc	$233K	0.15%	0.00%	Not reported	Q4 2023
XYLXylem Inc.	$231K	0.15%	0.00%	+0.3%	Q1 2024
DDSDillard'S, Inc.	$215K	0.14%	Not reported	Not reported	Q3 2025
TAt&T Inc.	$204K	0.13%	0.00%	-0.6%	Q1 2025
DIASPDR Dow Jones Industrial Average ETF Trust	$202K	0.13%	Not reported	New	Q4 2025
CLFCleveland-Cliffs Inc.	$152K	0.10%	0.00%	Not reported	Q4 2023
Q3 2025Reported Oct 20, 202547 positions
BSVNBank7 Corp.	$15.5M	9.96%	2.08%	-1.0%	Q4 2023
NVDANvidia Corp	$5.35M	3.44%	0.00%	-2.2%	Q4 2023
WMTWalmart Inc.	$4.29M	2.76%	0.00%	-2.0%	Q4 2023
VOTVan Kampen Municipal Opportunity Trust II	$3.01M	1.93%	Not reported	+1.8%	Q4 2023
AAPLApple Inc.	$2.29M	1.47%	0.00%	-13.3%	Q4 2023
XOMExxonMobil Holdings Corp	$2.04M	1.31%	0.00%	-2.9%	Q4 2023
PGPROCTER & GAMBLE Co	$1.78M	1.14%	0.00%	0.0%	Q4 2023
LLYELI LILLY & Co	$1.76M	1.13%	0.00%	+0.1%	Q4 2023
FBTCFidelity Wise Origin Bitcoin Fund	$1.53M	0.98%	0.01%	0.0%	Q1 2024
ARKBArk 21Shares Bitcoin ETF	$1.44M	0.92%	0.03%	+0.1%	Q1 2024
ABBVAbbVie Inc.	$1.4M	0.90%	0.00%	Not reported	Q4 2023
MSFTMicrosoft Corp	$1.14M	0.73%	0.00%	-0.1%	Q4 2023
CADECadence Financial Corp	$992K	0.64%	Not reported	-3.6%	Q4 2023
ORCLOracle Corp	$955K	0.61%	0.00%	-0.6%	Q4 2023
CATCaterpillar Inc	$760K	0.49%	0.00%	Not reported	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$680K	0.44%	Not reported	+42.7%	Q4 2023
ABTAbbott Laboratories	$664K	0.43%	0.00%	Not reported	Q4 2023
SFNCSimmons First National Corp	$659K	0.42%	0.02%	-0.2%	Q4 2023
PEPPepsico Inc	$614K	0.39%	0.00%	-0.2%	Q4 2023
MURMurphy Oil Corp	$570K	0.37%	0.01%	-6.5%	Q4 2023
NFLXNetflix Inc	$548K	0.35%	0.00%	Not reported	Q4 2023
AMZNAmazon Com Inc	$537K	0.35%	0.00%	-2.0%	Q4 2023
OZKBank OZK	$519K	0.33%	Not reported	-3.1%	Q4 2023
JPMJPMorgan Chase & Co	$497K	0.32%	0.00%	Not reported	Q4 2023
CVXChevron Corp	$455K	0.29%	0.00%	+1.5%	Q4 2023
METAMeta Platforms, Inc.	$428K	0.28%	Not reported	Not reported	Q4 2023
MUSAMurphy USA Inc.	$413K	0.27%	0.01%	-3.5%	Q4 2023
GOOGAlphabet Inc.	$385K	0.25%	Not reported	Not reported	Q4 2023
SPYSPDR S&P 500 ETF Trust	$341K	0.22%	Not reported	+1.4%	Q4 2023
GOOGLAlphabet Inc.	$331K	0.21%	0.00%	-34.0%	Q4 2023
JNJJohnson & Johnson	$301K	0.19%	0.00%	-10.4%	Q3 2024
TXNTexas Instruments Inc	$296K	0.19%	0.00%	Not reported	Q4 2023
AXPAmerican Express Co	$287K	0.18%	0.00%	Not reported	Q3 2024
SLIStandard Lithium Ltd.	$263K	0.17%	0.04%	Not reported	Q4 2023
VLOValero Energy Corp	$255K	0.16%	0.00%	Not reported	Q4 2023
QQQInvesco QQQ Trust, Series 1	$253K	0.16%	Not reported	+2.4%	Q3 2024
XYLXylem Inc.	$250K	0.16%	0.00%	+0.3%	Q1 2024
ETREntergy Corp	$240K	0.15%	0.00%	+0.3%	Q1 2025
GEGeneral Electric Co	$237K	0.15%	0.00%	Not reported	Q2 2025
UNHUnitedhealth Group Inc	$233K	0.15%	0.00%	Not reported	Q4 2023
TAt&T Inc.	$233K	0.15%	0.00%	-3.3%	Q1 2025
DDSDillard'S, Inc.	$218K	0.14%	Not reported	New	Q3 2025
MFCManulife Financial Corp	$216K	0.14%	Not reported	Not reported	Q3 2024
INTCIntel Corp	$215K	0.14%	0.00%	Not reported	Q4 2023
ROSTRoss Stores, Inc.	$213K	0.14%	0.00%	Not reported	Q1 2024
MSTRStrategy Inc	$210K	0.14%	Not reported	Not reported	Q4 2024
CLFCleveland-Cliffs Inc.	$140K	0.09%	0.00%	Not reported	Q4 2023

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