Seeds Investor LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 31, 2024), Seeds Investor LLC reported 260 stock positions worth $267.5 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 13.5% of the portfolio, followed by Ishr ESG Advn Universal BD-$ (EUSB, 6.1%) and iShares National Muni Bond E (MUB, 5.7%). Compared with Q2 2024, it opened 59 new positions, sold out of 12, added to 133 and reduced 66. The biggest buy was iShares National Muni Bond E (MUB, shares +80%) and the biggest sale Ishr ESG Advn Universal BD-$ (EUSB, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002021047
- Portfolio Value
- $267.5M (Q3 2024)
- SEC Filing
- 0001085146-24-005255 ↗ filed Oct 31, 2024
Holdings Value
Holdings 260 stocks · $267.5M
| VTI VG Morningstar TS MKT ETF-US | 13.49% | 127,500 | $36.1M | Add +26.6% |
| EUSB Ishr ESG Advn Universal BD-$ | 6.06% | 366,103 | $16.2M | Reduce -3.0% |
| MUB iShares National Muni Bond E | 5.75% | 141,504 | $15.4M | Add +79.6% |
| BIV Vanguard Intermediate-Term B | 4.60% | 157,151 | $12.3M | Add +77.7% |
| VEU Vanguard Ftse All-World Ex-U | 3.95% | 167,823 | $10.6M | Add +51.3% |
| NVDA Nvidia Corp. | 2.76% | 60,715 | $7.4M | Add +40.6% |
| VOO Vanguard S&P 500 ETF | 2.32% | 11,747 | $6.2M | Add +154.8% |
| MSFT Microsoft Corp. | 2.25% | 13,961 | $6.0M | Add +0.7% |
| AAPL Apple Inc. | 2.20% | 25,283 | $5.9M | Add +33.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.77% | 12,351 | $4.7M | Add +42.6% |
| SUSB iShares ESG Aware 1-5 Year U | 1.41% | 150,436 | $3.8M | Reduce -8.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.41% | 21,637 | $3.8M | Add +43.8% |
| EFIV SS SPDR S&P 500 ESG ETF | 1.22% | 58,381 | $3.3M | Add +1.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.16% | 82,583 | $3.1M | Add +159.6% |
| AMZN Amazon.com Inc. | 0.96% | 13,832 | $2.6M | Add +20.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.95% | 12,638 | $2.5M | Add +36.5% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.91% | 50,127 | $2.4M | Add +83.8% |
| IQSI Nylim Cndrm Intrnt Eq ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 0.87% | 74,099 | $2.3M | Add +5.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.75% | 12,032 | $2.0M | Add +43.9% |
| AVGO Broadcom Inc. | 0.73% | 11,295 | $1.9M | Add +15.6% |
| HD Home Depot Inc. | 0.70% | 4,637 | $1.9M | Add +2.8% |
| TT Trane Technologies PLC | 0.60% | 4,100 | $1.6M | Reduce -0.5% |
| IJH iShares Core S&P Midcap ETF | 0.58% | 24,914 | $1.6M | Add +142.5% |
| LLY Eli Lilly & Co. | 0.57% | 1,712 | $1.5M | Add +90.2% |
| INVESTMENT MANAGERS SER TR I | 0.57% | 39,288 | $1.5M | Add +5.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.53% | 2,491 | $1.4M | Add +74.1% |
| IQSM Nylim CND US MD CP Eq ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 0.52% | 41,938 | $1.4M | Add +4.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.50% | 2,741 | $1.3M | Add +6.0% |
| IXUS iShares Core Intl Stock ETF | 0.49% | 18,235 | $1.3M | Add +46.1% |
| ETN Eaton Corp. PLC | 0.49% | 3,953 | $1.3M | Reduce -2.0% |
| DHR Danaher Corp. | 0.47% | 4,485 | $1.2M | Add +7.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.47% | 7,174 | $1.2M | Add +1.0% |
| UNH Unitedhealth Group Inc. | 0.47% | 2,128 | $1.2M | Add +47.6% |
| TMO Thermo Fisher Scientific Inc. | 0.46% | 2,001 | $1.2M | Add +4.0% |
| COST Costco Wholesale Corp. | 0.45% | 1,369 | $1.2M | Add +31.6% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.45% | 11,083 | $1.2M | Add +104.4% |
| JPM JPMorgan Chase & Co. | 0.45% | 5,701 | $1.2M | Add +48.1% |
| TFLO iShares Treasury Floating Ra | 0.44% | 23,083 | $1.2M | New |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.42% | 22,220 | $1.1M | New |
| SHM SS SPDR N Ice St Muni ETF | 0.42% | 23,552 | $1.1M | New |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.40% | 1,019 | $1.1M | Add +11.0% |
| ELV Elevance Health Inc. | 0.38% | 1,972 | $1.0M | Reduce -3.3% |
| CBRE CBRE Group Inc. Class A | 0.38% | 8,089 | $1.0M | Reduce -2.7% |
| MA Mastercard Inc. Class A | 0.37% | 2,027 | $1.0M | Add +23.4% |
| ESGV Vanguard ESG US Stock ETF | 0.37% | 9,735 | $990K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.37% | 8,411 | $989K | Reduce -8.8% |
| QCOM Qualcomm Inc. | 0.37% | 5,759 | $979K | Add +12.5% |
| META Meta Platforms Inc. Class A | 0.36% | 1,703 | $975K | Add +45.3% |
| CI The Cigna Group | 0.36% | 2,804 | $972K | Reduce -3.3% |
| LOW Lowe's Cos Inc. | 0.36% | 3,576 | $969K | Reduce -5.9% |
| ORCL Oracle Corp. | 0.36% | 5,610 | $956K | Add +30.6% |
| ANET Arista Networks Inc. | 0.35% | 2,453 | $942K | Reduce -1.0% |
| HLT Hilton Worldwide Holdings Inc. | 0.35% | 4,083 | $941K | Add +12.0% |
| V Visa Inc. Class A | 0.35% | 3,399 | $934K | Add +3.3% |
| SPGI S&P Global Inc. | 0.34% | 1,775 | $917K | Add +23.9% |
| NDAQ Nasdaq Inc. | 0.33% | 11,944 | $872K | Reduce -7.1% |
| WMT Walmart Inc. | 0.32% | 10,573 | $854K | Add +27.4% |
| AMD Advanced Micro Devices | 0.31% | 5,107 | $838K | Add +0.4% |
| PEP Pepsico Inc. | 0.31% | 4,831 | $822K | Add +5.6% |
| GOOGL Alphabet Inc. Class A | 0.31% | 4,923 | $817K | Add +57.6% |
| AMAT Applied Materials Inc. | 0.30% | 3,967 | $802K | Reduce -7.7% |
| IAU iShares Gold Trust | 0.30% | 16,071 | $799K | New |
| ACN Accenture PLC Class A | 0.30% | 2,257 | $798K | Add +9.6% |
| LRCX Lam Research Corp. | 0.30% | 977 | $797K | Reduce -35.3% |
| ADP Automatic Data Processing | 0.30% | 2,879 | $797K | Reduce -5.5% |
| HAS Hasbro Inc. | 0.28% | 10,525 | $761K | Add +8.7% |
| MDY State Street SPDR S&P Midcap | 0.28% | 1,335 | $761K | Add +51.5% |
| KO The Coca-Cola Co. | 0.28% | 10,486 | $754K | Add +28.8% |
| VOTE TCW Transform 500 ETF | 0.28% | 11,167 | $749K | Add +6.8% |
| CSL Carlisle Cos Inc. | 0.27% | 1,624 | $730K | Add +3.9% |
| MORN Morningstar Inc. | 0.27% | 2,270 | $724K | Reduce -2.6% |
| VZ Verizon Communications Inc. | 0.26% | 15,441 | $693K | Add +7.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.24% | 1,422 | $654K | Add +68.5% |
| LIN Linde PLC | 0.24% | 1,337 | $638K | Add +35.5% |
| ASML ASML Holding NV-NY Reg SHS | 0.24% | 765 | $637K | Add +23.0% |
| JBL Jabil Inc. | 0.24% | 5,289 | $634K | Add +0.9% |
| EA Electronic Arts Inc. | 0.24% | 4,402 | $631K | Add +17.5% |
| BNDW Vanguard Total World Bond Et | 0.24% | 8,911 | $629K | Add +0.6% |
| PG The Procter & Gamble Co. | 0.23% | 3,615 | $626K | Add +26.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.23% | 2,831 | $626K | Add +57.8% |
| PYPL PayPal Holdings Inc. | 0.23% | 7,943 | $620K | Reduce -13.3% |
| MCO Moody's Corp. | 0.23% | 1,270 | $603K | Add +19.7% |
| NEE Nextera Energy Inc. | 0.22% | 7,055 | $596K | Add +30.9% |
| ORLY O'reilly Automotive Inc. | 0.22% | 517 | $595K | Reduce -5.3% |
| XOM Exxon Mobil Corp. | 0.22% | 4,928 | $578K | Add +50.7% |
| NVS Novartis AG-Sponsored ADR | 0.21% | 4,959 | $570K | Add +17.2% |
| HIG Hartford Insurance Group Inc. | 0.21% | 4,824 | $567K | Reduce -8.5% |
| UTHR United Therapeutics Corp. | 0.21% | 1,580 | $566K | Add +19.7% |
| ICSH iShares Ultra Short Duration | 0.21% | 10,980 | $557K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.20% | 5,578 | $537K | Reduce -27.9% |
| SYY Sysco Corp. | 0.20% | 6,858 | $535K | Add +13.8% |
| FIS Fidelity National Info Serv | 0.20% | 6,379 | $534K | Reduce -11.4% |
| NFLX Netflix Inc. | 0.20% | 753 | $534K | Add +29.8% |
| IJR iShares Core S&P Small-Cap E | 0.19% | 4,358 | $510K | New |
| USFD US Foods Holding Corp. | 0.19% | 8,218 | $505K | Add +7.5% |
| GOOG Alphabet Inc. Class C | 0.19% | 2,990 | $500K | Add +76.8% |
| ES Eversource Energy | 0.19% | 7,324 | $498K | Add +1.1% |
| AMGN Amgen Inc. | 0.19% | 1,541 | $497K | Add +21.7% |
| SAP Sap SE-Sponsored ADR | 0.18% | 2,142 | $491K | Add +34.7% |
| CDW CDW Corp. | 0.18% | 2,165 | $490K | Reduce -5.7% |
Portfolio Sells Q2 2024 → Q3 2024
| EUSB Ishr ESG Advn Universal BD-$ | Reduce -3.0% | 6.06% | −2.17 |
| SUSB iShares ESG Aware 1-5 Year U | Reduce -8.4% | 1.41% | −0.65 |
| LRCX Lam Research Corp. | Reduce -35.3% | 0.30% | −0.53 |
| AMAT Applied Materials Inc. | Reduce -7.7% | 0.30% | −0.22 |
| DIS The Walt Disney Co. | Reduce -27.9% | 0.20% | −0.19 |
| BALL Ball Corp. | Reduce -43.0% | 0.17% | −0.19 |
| ELV Elevance Health Inc. | Reduce -3.3% | 0.38% | −0.18 |
| ALV Autoliv Inc. | Sold out | 0.00% | −0.16 |
| WSO Watsco Inc. | Reduce -52.4% | 0.09% | −0.16 |
| ETN Eaton Corp. PLC | Reduce -2.0% | 0.49% | −0.16 |
| RHI Robert Half Inc. | Sold out | 0.00% | −0.15 |
| TJX TJX Companies Inc. | Reduce -8.8% | 0.37% | −0.15 |
| IAGG iShares Intl Aggregate Bond | Reduce -44.0% | 0.11% | −0.15 |
| JCI Johnson Controls Internation | Reduce -32.7% | 0.18% | −0.14 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.13 |
| CI The Cigna Group | Reduce -3.3% | 0.36% | −0.13 |
| GIS General Mills Inc. | Reduce -51.7% | 0.09% | −0.12 |
| LAD Lithia Motors Inc. | Sold out | 0.00% | −0.12 |
| ORA Ormat Technologies Inc. | Sold out | 0.00% | −0.12 |
| CLS Celestica Inc. | Sold out | 0.00% | −0.12 |
| WFRD Weatherford International PL | Sold out | 0.00% | −0.11 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.11 |
| CME Cme Group Inc. | Sold out | 0.00% | −0.11 |
| SPR Spirit Aerosystems Hold Class A | Sold out | 0.00% | −0.11 |
| ELF Elf Beauty Inc. | Sold out | 0.00% | −0.11 |
| TEL Te Connectivity PLC | Reduce -15.2% | 0.17% | −0.10 |
| ANF Abercrombie & Fitch Co. Class A | Sold out | 0.00% | −0.10 |
| TT Trane Technologies PLC | Reduce -0.5% | 0.60% | −0.10 |
| NVT Nvent Electric PLC | Reduce -15.7% | 0.12% | −0.09 |
| ANET Arista Networks Inc. | Reduce -1.0% | 0.35% | −0.09 |
| IR Ingersoll-Rand Inc. | Reduce -25.1% | 0.13% | −0.09 |
| NWSA News Corp. Class A | Reduce -10.7% | 0.16% | −0.09 |
| WM Waste Management Inc. | Reduce -17.3% | 0.13% | −0.09 |
| CACI Caci International Inc. Class A | Reduce -27.5% | 0.15% | −0.09 |
| KEYS Keysight Technologies Inc. | Reduce -22.9% | 0.16% | −0.09 |
| NWS News Corp. Class B | Reduce -12.4% | 0.14% | −0.08 |
| MORN Morningstar Inc. | Reduce -2.6% | 0.27% | −0.08 |
| CDW CDW Corp. | Reduce -5.7% | 0.18% | −0.08 |
| FIS Fidelity National Info Serv | Reduce -11.4% | 0.20% | −0.08 |
| MKSI MKS Inc. | Reduce -0.3% | 0.12% | −0.08 |
| ADP Automatic Data Processing | Reduce -5.5% | 0.30% | −0.07 |
| ORLY O'reilly Automotive Inc. | Reduce -5.3% | 0.22% | −0.07 |
| NDAQ Nasdaq Inc. | Reduce -7.1% | 0.33% | −0.07 |
| LOW Lowe's Cos Inc. | Reduce -5.9% | 0.36% | −0.07 |
| A Agilent Technologies Inc. | Reduce -13.8% | 0.17% | −0.07 |
| MDLZ Mondelez International Inc. Class A | Reduce -11.2% | 0.18% | −0.07 |
| GDDY GoDaddy Inc. Class A | Reduce -22.6% | 0.11% | −0.07 |
| TRMB Trimble Inc. | Reduce -27.7% | 0.09% | −0.07 |
| APTV Aptiv Irish Holdings Ltd. | Reduce -23.8% | 0.08% | −0.06 |
| EIX Edison International | Reduce -29.4% | 0.10% | −0.06 |
Portfolio Buys Q2 2024 → Q3 2024
| MUB iShares National Muni Bond E | Add +79.6% | 5.75% | +1.44 |
| BIV Vanguard Intermediate-Term B | Add +77.7% | 4.60% | +1.21 |
| VOO Vanguard S&P 500 ETF | Add +154.8% | 2.32% | +1.13 |
| VEU Vanguard Ftse All-World Ex-U | Add +51.3% | 3.95% | +0.62 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +159.6% | 1.16% | +0.59 |
| TFLO iShares Treasury Floating Ra | New | 0.44% | +0.44 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.42% | +0.42 |
| SHM SS SPDR N Ice St Muni ETF | New | 0.42% | +0.42 |
| IAU iShares Gold Trust | New | 0.30% | +0.30 |
| IJH iShares Core S&P Midcap ETF | Add +142.5% | 0.58% | +0.27 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +83.8% | 0.91% | +0.25 |
| ICSH iShares Ultra Short Duration | New | 0.21% | +0.21 |
| IJR iShares Core S&P Small-Cap E | New | 0.19% | +0.19 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +43.8% | 1.41% | +0.17 |
| ABBV Abbvie Inc. | New | 0.15% | +0.15 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +104.4% | 0.45% | +0.15 |
| AAPL Apple Inc. | Add +33.1% | 2.20% | +0.15 |
| CASY Casey's General Stores Inc. | New | 0.15% | +0.15 |
| LLY Eli Lilly & Co. | Add +90.2% | 0.57% | +0.15 |
| WY Weyerhaeuser Co. | New | 0.14% | +0.14 |
| EXC Exelon Corp. | New | 0.14% | +0.14 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +74.1% | 0.53% | +0.13 |
| TSLA Tesla Inc. | New | 0.12% | +0.12 |
| ILMN Illumina Inc. | New | 0.11% | +0.11 |
| GE General Electric | New | 0.11% | +0.11 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +42.6% | 1.77% | +0.11 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +43.9% | 0.75% | +0.11 |
| MCD McDonald's Corp. | New | 0.11% | +0.11 |
| JBHT Hunt (jb) Transprt SVCS Inc. | New | 0.11% | +0.11 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.11% | +0.11 |
| BMRN Biomarin Pharmaceutical Inc. | New | 0.11% | +0.11 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.11% | +0.11 |
| RBA RB Global Inc. | New | 0.10% | +0.10 |
| CLH Clean Harbors Inc. | New | 0.10% | +0.10 |
| CCK Crown Holdings Inc. | New | 0.10% | +0.10 |
| RTX RTX Corp. | New | 0.10% | +0.10 |
| CAT Caterpillar Inc. | New | 0.10% | +0.10 |
| PFGC Performance Food Group Co. | New | 0.10% | +0.10 |
| AMH American Homes 4 Rent- A | New | 0.10% | +0.10 |
| FNF Fidelity National Financial | New | 0.10% | +0.10 |
| SONY Sony Group Corp. - SP ADR | New | 0.10% | +0.10 |
| WFC Wells Fargo & Co. | New | 0.09% | +0.09 |
| ELS Equity Lifestyle Properties | New | 0.09% | +0.09 |
| SPEM State Street SP PTF Em ETF | New | 0.09% | +0.09 |
| CMG Chipotle Mexican Grill Inc. | New | 0.09% | +0.09 |
| BERY Berry Global Group Inc. | New | 0.09% | +0.09 |
| POOL Pool Corp. | New | 0.09% | +0.09 |
| UNM Unum Group | New | 0.09% | +0.09 |
| XPO Xpo Inc. | New | 0.09% | +0.09 |
| GS Goldman Sachs Group Inc. | New | 0.09% | +0.09 |
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 |