Seeds Investor LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 5, 2024), Seeds Investor LLC reported 213 stock positions worth $195.1 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 13.8% of the portfolio, followed by Ishr ESG Advn Universal BD-$ (EUSB, 8.2%) and iShares National Muni Bond E (MUB, 4.3%). Compared with Q1 2024, it opened 63 new positions, sold out of 17, added to 102 and reduced 47. The biggest buy was a new position in VG Morningstar TS MKT ETF-US (VTI) and the biggest sale iShares ESG Aware 1-5 Year U (SUSB, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002021047
- Portfolio Value
- $195.1M (Q2 2024)
- SEC Filing
- 0001085146-24-003469 ↗ filed Aug 5, 2024
Holdings Value
Holdings 213 stocks · $195.1M
| VTI VG Morningstar TS MKT ETF-US | 13.81% | 100,702 | $26.9M | New |
| EUSB Ishr ESG Advn Universal BD-$ | 8.23% | 377,347 | $16.1M | Add +1.0% |
| MUB iShares National Muni Bond E | 4.30% | 78,770 | $8.4M | Add +536.6% |
| BIV Vanguard Intermediate-Term B | 3.40% | 88,453 | $6.6M | Add +446.6% |
| VEU Vanguard Ftse All-World Ex-U | 3.33% | 110,940 | $6.5M | New |
| MSFT Microsoft Corp. | 3.18% | 13,859 | $6.2M | Add +18.0% |
| NVDA Nvidia Corp. | 2.74% | 43,187 | $5.3M | Add +11.5% |
| SUSB iShares ESG Aware 1-5 Year U | 2.06% | 164,198 | $4.0M | Reduce -2.0% |
| AAPL Apple Inc. | 2.05% | 18,997 | $4.0M | Add +29.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.66% | 8,663 | $3.2M | Add +1170.2% |
| EFIV SS SPDR S&P 500 ESG ETF | 1.56% | 57,282 | $3.0M | Add +25.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.24% | 15,048 | $2.4M | New |
| VOO Vanguard S&P 500 ETF | 1.18% | 4,611 | $2.3M | Add +95.2% |
| AMZN Amazon.com Inc. | 1.14% | 11,501 | $2.2M | Add +111.4% |
| IQSI Nylim Cndrm Intrnt Eq ETF-Ui | 1.06% | 70,358 | $2.1M | Add +50.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.87% | 9,255 | $1.7M | New |
| LRCX Lam Research Corp. | 0.82% | 1,509 | $1.6M | Add +15.6% |
| AVGO Broadcom Inc. | 0.80% | 977 | $1.6M | Add +80.9% |
| HD Home Depot Inc. | 0.80% | 4,510 | $1.6M | Add +12.7% |
| TT Trane Technologies PLC | 0.69% | 4,121 | $1.4M | Add +4.0% |
| INVESTMENT MANAGERS SER TR I | 0.69% | 37,192 | $1.3M | Add +31.5% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.66% | 27,269 | $1.3M | Add +441.7% |
| ETN Eaton Corp. PLC | 0.65% | 4,032 | $1.3M | Add +8.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.64% | 8,359 | $1.3M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.64% | 2,587 | $1.2M | New |
| TSM Taiwan Semiconductor-SP ADR | 0.63% | 7,100 | $1.2M | Reduce -1.5% |
| IQSM Nylim CND US MD CP Eq ETF-Ui | 0.63% | 40,267 | $1.2M | Add +49.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.57% | 31,815 | $1.1M | Add +123.4% |
| ELV Elevance Health Inc. | 0.57% | 2,039 | $1.1M | Add +7.4% |
| TMO Thermo Fisher Scientific Inc. | 0.55% | 1,925 | $1.1M | Add +9.3% |
| DHR Danaher Corp. | 0.54% | 4,184 | $1.0M | Add +13.8% |
| QCOM Qualcomm Inc. | 0.52% | 5,121 | $1.0M | Add +14.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.52% | 9,224 | $1.0M | Add +9.0% |
| AMAT Applied Materials Inc. | 0.52% | 4,299 | $1.0M | Add +6.5% |
| CI The Cigna Group | 0.49% | 2,901 | $959K | Add +6.0% |
| ESGV Vanguard ESG US Stock ETF | 0.48% | 9,735 | $941K | No change |
| COST Costco Wholesale Corp. | 0.45% | 1,040 | $884K | Add +102.3% |
| ANET Arista Networks Inc. | 0.45% | 2,478 | $868K | Reduce -4.9% |
| V Visa Inc. Class A | 0.44% | 3,291 | $864K | Reduce -6.0% |
| IXUS iShares Core Intl Stock ETF | 0.43% | 12,480 | $843K | New |
| LOW Lowe's Cos Inc. | 0.43% | 3,801 | $838K | Add +13.6% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.42% | 918 | $828K | Add +0.3% |
| AMD Advanced Micro Devices | 0.42% | 5,086 | $825K | Add +199.0% |
| LLY Eli Lilly & Co. | 0.42% | 900 | $814K | Add +61.3% |
| HLT Hilton Worldwide Holdings Inc. | 0.41% | 3,646 | $796K | Reduce -4.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.40% | 1,431 | $779K | New |
| JPM JPMorgan Chase & Co. | 0.40% | 3,849 | $779K | Add +12.3% |
| NDAQ Nasdaq Inc. | 0.40% | 12,855 | $775K | Add +4.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.39% | 7,731 | $768K | Add +6.1% |
| PEP Pepsico Inc. | 0.39% | 4,575 | $755K | Add +29.1% |
| CBRE CBRE Group Inc. Class A | 0.38% | 8,312 | $741K | Add +0.7% |
| UNH Unitedhealth Group Inc. | 0.38% | 1,442 | $734K | Add +11.1% |
| ADP Automatic Data Processing | 0.37% | 3,046 | $727K | Add +8.9% |
| MA Mastercard Inc. Class A | 0.37% | 1,643 | $725K | Add +26.1% |
| BALL Ball Corp. | 0.36% | 11,742 | $705K | Add +33.9% |
| MORN Morningstar Inc. | 0.35% | 2,331 | $690K | Reduce -3.5% |
| VOTE TCW Transform 500 ETF | 0.34% | 10,452 | $665K | Add +114.2% |
| SPGI S&P Global Inc. | 0.33% | 1,433 | $639K | Add +37.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.33% | 622 | $636K | Add +58.7% |
| CSL Carlisle Cos Inc. | 0.32% | 1,563 | $633K | Add +37.4% |
| ACN Accenture PLC Class A | 0.32% | 2,059 | $625K | Reduce -23.1% |
| JCI Johnson Controls Internation | 0.32% | 9,272 | $616K | Add +28.2% |
| ORCL Oracle Corp. | 0.31% | 4,296 | $607K | Add +0.6% |
| BNDW Vanguard Total World Bond Et | 0.31% | 8,859 | $602K | New |
| IJH iShares Core S&P Midcap ETF | 0.31% | 10,273 | $601K | Add +100.1% |
| VZ Verizon Communications Inc. | 0.30% | 14,385 | $593K | Add +65.1% |
| META Meta Platforms Inc. Class A | 0.30% | 1,172 | $591K | Add +22.7% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.30% | 5,422 | $585K | Reduce -25.6% |
| ORLY O'reilly Automotive Inc. | 0.30% | 546 | $577K | Reduce -11.2% |
| JBL Jabil Inc. | 0.29% | 5,241 | $570K | Reduce -6.1% |
| GOOGL Alphabet Inc. Class A | 0.29% | 3,123 | $569K | Add +32.9% |
| HAS Hasbro Inc. | 0.29% | 9,686 | $567K | Add +44.4% |
| WMT Walmart Inc. | 0.29% | 8,299 | $562K | Add +61.0% |
| FIS Fidelity National Info Serv | 0.28% | 7,197 | $542K | Add +100.8% |
| TEL Te Connectivity Ltd. | 0.27% | 3,562 | $536K | Reduce -14.3% |
| PYPL PayPal Holdings Inc. | 0.27% | 9,164 | $532K | Add +17.2% |
| HIG Hartford Insurance Group Inc. | 0.27% | 5,272 | $530K | Reduce -5.3% |
| EA Electronic Arts Inc. | 0.27% | 3,747 | $522K | Add +89.2% |
| KO The Coca-Cola Co. | 0.27% | 8,143 | $518K | Add +40.2% |
| CDW CDW Corp. | 0.26% | 2,296 | $514K | Add +13.8% |
| IAGG iShares Intl Aggregate Bond | 0.26% | 10,126 | $505K | New |
| WSO Watsco Inc. | 0.25% | 1,061 | $492K | New |
| NWSA News Corp. Class A | 0.25% | 17,489 | $482K | Add +115.5% |
| KEYS Keysight Technologies Inc. | 0.25% | 3,521 | $481K | Add +0.8% |
| MDLZ Mondelez International Inc. Class A | 0.24% | 7,284 | $477K | Add +4.1% |
| MDY State Street SPDR S&P Midcap | 0.24% | 881 | $471K | New |
| PG The Procter & Gamble Co. | 0.24% | 2,849 | $470K | Add +29.7% |
| A Agilent Technologies Inc. | 0.24% | 3,591 | $465K | Add +12.8% |
| CACI Caci International Inc. Class A | 0.24% | 1,074 | $462K | Add +44.4% |
| NVS Novartis AG-Sponsored ADR | 0.23% | 4,231 | $450K | Add +24.1% |
| MCO Moody's Corp. | 0.23% | 1,061 | $446K | Add +13.0% |
| NWS News Corp. Class B | 0.23% | 15,690 | $445K | New |
| IR Ingersoll-Rand Inc. | 0.23% | 4,846 | $440K | Add +79.2% |
| LIN Linde PLC | 0.22% | 987 | $433K | Reduce -6.9% |
| WM Waste Management Inc. | 0.22% | 2,029 | $433K | Add +1.8% |
| SYY Sysco Corp. | 0.22% | 6,029 | $430K | Reduce -34.6% |
| MSI Motorola Solutions Inc. | 0.22% | 1,099 | $424K | Reduce -5.8% |
| GPK Graphic Packaging Holding Co. | 0.22% | 16,082 | $422K | Add +16.4% |
| NVT Nvent Electric PLC | 0.22% | 5,492 | $421K | Add +56.1% |
| UTHR United Therapeutics Corp. | 0.22% | 1,320 | $420K | New |
Portfolio Sells Q1 2024 → Q2 2024
| SUSB iShares ESG Aware 1-5 Year U | Reduce -2.0% | 2.06% | −1.72 |
| ACN Accenture PLC Class A | Reduce -23.1% | 0.32% | −0.53 |
| SYY Sysco Corp. | Reduce -34.6% | 0.22% | −0.47 |
| V Visa Inc. Class A | Reduce -6.0% | 0.44% | −0.46 |
| WY Weyerhaeuser Co. | Sold out | 0.00% | −0.43 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.42 |
| BOXX Alpha Architect 1-3 MNTH Box | Reduce -25.6% | 0.30% | −0.42 |
| JBL Jabil Inc. | Reduce -6.1% | 0.29% | −0.40 |
| RHI Robert Half Inc. | Reduce -33.0% | 0.15% | −0.36 |
| ORLY O'reilly Automotive Inc. | Reduce -11.2% | 0.30% | −0.34 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -4.0% | 0.41% | −0.34 |
| MORN Morningstar Inc. | Reduce -3.5% | 0.35% | −0.33 |
| NUBD Nuveen ESG US Aggregate Bond | Sold out | 0.00% | −0.29 |
| TEL Te Connectivity Ltd. | Reduce -14.3% | 0.27% | −0.28 |
| MTD Mettler-Toledo International | Sold out | 0.00% | −0.27 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -1.5% | 0.63% | −0.27 |
| HIG Hartford Insurance Group Inc. | Reduce -5.3% | 0.27% | −0.26 |
| RGEN Repligen Corp. | Sold out | 0.00% | −0.25 |
| ANET Arista Networks Inc. | Reduce -4.9% | 0.45% | −0.25 |
| FDS Factset Research Systems Inc. | Reduce -22.1% | 0.16% | −0.25 |
| WAT Waters Corp. | Reduce -18.9% | 0.15% | −0.25 |
| LECO Lincoln Electric Holdings | Sold out | 0.00% | −0.24 |
| IPG Interpublic Group of Cos Inc. | Reduce -17.6% | 0.17% | −0.24 |
| GIS General Mills Inc. | Reduce -6.8% | 0.21% | −0.24 |
| LIN Linde PLC | Reduce -6.9% | 0.22% | −0.23 |
| WDS Woodside Energy Group-ADR | Sold out | 0.00% | −0.23 |
| CMCSA Comcast Corp. Class A | Reduce -5.8% | 0.20% | −0.22 |
| MEDP Medpace Holdings Inc. | Sold out | 0.00% | −0.21 |
| NBIX Neurocrine Biosciences Inc. | Sold out | 0.00% | −0.21 |
| TRMB Trimble Inc. | Reduce -11.0% | 0.16% | −0.21 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.20 |
| FCN Fti Consulting Inc. | Sold out | 0.00% | −0.20 |
| HST Host Hotels & Resorts Inc. | Sold out | 0.00% | −0.20 |
| XPO Xpo Inc. | Sold out | 0.00% | −0.20 |
| MTG Mgic Investment Corp. | Sold out | 0.00% | −0.19 |
| MHK Mohawk Industries Inc. | Reduce -6.1% | 0.16% | −0.19 |
| ENPH Enphase Energy Inc. | Sold out | 0.00% | −0.19 |
| SXI Standex International Corp. | Sold out | 0.00% | −0.19 |
| KR Kroger Co. | Reduce -11.7% | 0.13% | −0.17 |
| MSI Motorola Solutions Inc. | Reduce -5.8% | 0.22% | −0.16 |
| CME Cme Group Inc. | Reduce -20.1% | 0.11% | −0.16 |
| BR Broadridge Financial Solutio | Reduce -11.5% | 0.14% | −0.16 |
| TSCO Tractor Supply Company | Reduce -5.2% | 0.19% | −0.16 |
| ICE Intercontinental Exchange Inc. | Reduce -2.8% | 0.17% | −0.15 |
| BSX Boston Scientific Corp. | Reduce -6.1% | 0.20% | −0.14 |
| AVY Avery Dennison Corp. | Reduce -8.5% | 0.12% | −0.12 |
| RDN Radian Group Inc. | Reduce -3.8% | 0.12% | −0.12 |
| VEA Vanguard Ftse Developed ETF | Reduce -3.4% | 0.14% | −0.12 |
| PRU Prudential Financial Inc. | Reduce -2.9% | 0.14% | −0.12 |
| ADBE Adobe Inc. | Reduce -7.3% | 0.16% | −0.12 |
Portfolio Buys Q1 2024 → Q2 2024
| VTI VG Morningstar TS MKT ETF-US | New | 13.81% | +13.81 |
| VEU Vanguard Ftse All-World Ex-U | New | 3.33% | +3.33 |
| MUB iShares National Muni Bond E | Add +536.6% | 4.30% | +3.08 |
| BIV Vanguard Intermediate-Term B | Add +446.6% | 3.40% | +2.27 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1170.2% | 1.66% | +1.44 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 1.24% | +1.24 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.87% | +0.87 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | New | 0.64% | +0.64 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.64% | +0.64 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +441.7% | 0.66% | +0.44 |
| IXUS iShares Core Intl Stock ETF | New | 0.43% | +0.43 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.40% | +0.40 |
| BNDW Vanguard Total World Bond Et | New | 0.31% | +0.31 |
| IAGG iShares Intl Aggregate Bond | New | 0.26% | +0.26 |
| WSO Watsco Inc. | New | 0.25% | +0.25 |
| MDY State Street SPDR S&P Midcap | New | 0.24% | +0.24 |
| AMZN Amazon.com Inc. | Add +111.4% | 1.14% | +0.23 |
| NWS News Corp. Class B | New | 0.23% | +0.23 |
| UTHR United Therapeutics Corp. | New | 0.22% | +0.22 |
| NFLX Netflix Inc. | New | 0.20% | +0.20 |
| ZTS Zoetis Inc. | New | 0.19% | +0.19 |
| PFE Pfizer Inc. | New | 0.19% | +0.19 |
| GDDY GoDaddy Inc. Class A | New | 0.18% | +0.18 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.18% | +0.18 |
| FOXA Fox Corp. Class A | New | 0.16% | +0.16 |
| IBM Intl Business Machines Corp. | New | 0.16% | +0.16 |
| GOOG Alphabet Inc. Class C | New | 0.16% | +0.16 |
| FOX Fox Corp. Class B | New | 0.15% | +0.15 |
| AVGO Broadcom Inc. | Add +80.9% | 0.80% | +0.15 |
| NYT New York Times Co. Class A | New | 0.14% | +0.14 |
| COR Cencora Inc. | New | 0.14% | +0.14 |
| BURL Burlington Stores Inc. | New | 0.14% | +0.14 |
| AMD Advanced Micro Devices | Add +199.0% | 0.42% | +0.14 |
| P Everpure Inc. Class A | New | 0.14% | +0.14 |
| VOO Vanguard S&P 500 ETF | Add +95.2% | 1.18% | +0.14 |
| BAC Bank of America Corp. | New | 0.14% | +0.14 |
| NOW ServiceNow Inc. | New | 0.13% | +0.13 |
| AGG iShares Core U.S. Aggregate | New | 0.13% | +0.13 |
| JLL Jones Lang Lasalle Inc. | New | 0.13% | +0.13 |
| UL Unilever PLC | New | 0.13% | +0.13 |
| INTU Intuit Inc. | New | 0.13% | +0.13 |
| WTRG Essential Utilities Inc. | New | 0.12% | +0.12 |
| EWBC East West Bancorp Inc. | New | 0.12% | +0.12 |
| LAD Lithia Motors Inc. | New | 0.12% | +0.12 |
| EQH Equitable Holdings Inc. | New | 0.12% | +0.12 |
| ORA Ormat Technologies Inc. | New | 0.12% | +0.12 |
| ISRG Intuitive Surgical Inc. | New | 0.12% | +0.12 |
| CLS Celestica Inc. | New | 0.12% | +0.12 |
| CRUS Cirrus Logic Inc. | New | 0.12% | +0.12 |
| DKS Dick's Sporting Goods Inc. | New | 0.12% | +0.12 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 379 | $973.3M | VTI, MUB, VOO, QQQ, SPY |
| Q1 2026 | 350 | $734.7M | VTI, MUB, VOO, VTES, SPDW |
| Q4 2025 | 266 | $521.7M | VTI, BIV, VOO, VTES, MUB |
| Q3 2025 | 250 | $473.9M | VTI, BIV, VTES, VOO, VTEI |
| Q2 2025 | 250 | $426.0M | VTI, MUB, BIV, VTES, EUSB |
| Q1 2025 | 247 | $356.4M | VTI, MUB, BIV, EUSB, VTES |
| Q4 2024 | 276 | $351.0M | VTI, MUB, BIV, EUSB, DFSB |
| Q3 2024 | 260 | $267.5M | VTI, EUSB, MUB, BIV, VEU |
| Q2 2024 | 213 | $195.1M | VTI, EUSB, MUB, BIV, VEU |
| Q1 2024 | 167 | $108.5M | EUSB, MSFT, SUSB, NVDA, AAPL |