Seeds Investor

NEW YORK, NYfiles as SEEDS INVESTOR LLC

$973m in 379 US stocks at the end of 30 June 2026. The top 10 are 32.9% of the money. It changed about 20.3% of the portfolio this quarter.

Value

$973m

Stocks

379

Top 10 share

32.9%

Turnover

20.3%

What changed this quarter

New

Bought for the first time this quarter.

IntelINTC
0.5% of the fund
Invesco Exch Traded FD TR IISPMO
0.5% of the fund
Seagate Technology HoldingsSTX
0.5% of the fund
Palo Alto NetworksPANW
0.4% of the fund
Marvell TechnologyMRVL
0.4% of the fund
Dell TechnologiesDELL
0.4% of the fund
Hewlett Packard EnterpriseHPE
0.3% of the fund
TeradyneTER
0.3% of the fund
ARM HoldingsARM
0.3% of the fund
Select Sector Spdr TRXLRE
0.2% of the fund
Select Sector Spdr TRXLV
0.2% of the fund
Select Sector Spdr TRXLI
0.2% of the fund
Select Sector Spdr TRXLE
0.2% of the fund
Blackrock ETF Trust IIGGOV
0.2% of the fund
Blackrock ETF TrustIALT
0.2% of the fund
Select Sector Spdr TRXLK
0.1% of the fund
Ishares TREFAV
<0.1% of the fund
Ishares TRICSH
<0.1% of the fund
Bio-Rad LaboratoriesBIO
<0.1% of the fund
ARK ETF TRARKQ
<0.1% of the fund
Franklin Templeton ETF TRFLBL
<0.1% of the fund
Ishares TRLQD
<0.1% of the fund
Vanguard Index FDSVNQ
<0.1% of the fund
Vanguard World FDVGT
<0.1% of the fund
Vanguard Scottsdale FDSVCIT
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Index FDSVTI
5.6% of the fund
+5%
Ishares TRMUB
5.1% of the fund
+13%
Vanguard Index FDSVOO
5.1% of the fund
+28%
Invesco QQQ TRQQQ
4.0% of the fund
+1371%
State STR Spdr S&P 500 ETF TSPY
3.5% of the fund
+227%
Spdr Index SHS FDSSPDW
2.1% of the fund
+9%
Vanguard Charlotte FDSBNDX
2.1% of the fund
+12%
Vanguard Wellington FDVTES
2.1% of the fund
+2%
AppleAAPL
1.7% of the fund
+15%
NvidiaNVDA
1.4% of the fund
+4%
Ishares Gold TRIAU
1.3% of the fund
+20%
Ishares TRMBB
1.1% of the fund
+4%
SandiskSNDK
1.1% of the fund
+1132%
Spdr Series TrustSPYX
1.1% of the fund
+22%
Ishares TRIJH
1.0% of the fund
+59%
Ishares TRTFLO
1.0% of the fund
+19%
Vanguard Index FDSVUG
1.0% of the fund
+28%
J P Morgan Exchange Traded FJMSI
0.9% of the fund
+5%
AlphabetGOOG
0.8% of the fund
+6%
MicrosoftMSFT
0.8% of the fund
+4%
Spdr Series TrustSPTM
0.7% of the fund
+216%
Amazon.comAMZN
0.7% of the fund
+31%
Applied MaterialsAMAT
0.7% of the fund
+144%
Micron TechnologyMU
0.7% of the fund
+213%
Lam ResearchLRCX
0.7% of the fund
+131%

Cut

Sold some of their stake.

Ishares TRIUSB
1.2% of the fund
-9%
Vanguard BD Index FDSBIV
1.1% of the fund
-7%
State STR Spdr S&P Midcap 40MDY
0.8% of the fund
-7%
Ishares TRGOVT
0.6% of the fund
-2%
BroadcomAVGO
0.5% of the fund
-4%
Vanguard Index FDSVTV
0.4% of the fund
-3%
Spdr Series TrustSPSM
0.4% of the fund
-21%
Vanguard Tax-Managed FDSVEA
0.4% of the fund
-22%
Schwab Strategic TRSCHP
0.2% of the fund
-5%
Schwab Strategic TRSCHB
0.2% of the fund
-48%
ASML Holding NVASML
0.2% of the fund
-2%
Ishares TRAOM
0.2% of the fund
-41%
New York Life Investments ETIQSM
0.2% of the fund
-13%
Costco WholesaleCOST
0.2% of the fund
-2%
Ishares TRIXUS
0.2% of the fund
-7%
Ishares TRTLH
0.2% of the fund
-3%
Blackrock ETF Trust IIBINC
0.2% of the fund
-35%
Ishares TRSYSB
0.2% of the fund
-2%
Ishares TRIVW
0.1% of the fund
-3%
Spdr Series TrustSPTI
0.1% of the fund
-16%
Meta PlatformsMETA
0.1% of the fund
-10%
New York Life Investments ETIQSI
0.1% of the fund
-3%
WalmartWMT
0.1% of the fund
-6%
Ishares TRIVE
0.1% of the fund
-15%
MastercardMA
0.1% of the fund
-9%

Sold out

Sold their entire stake.

Ishares Bitcoin Trust ETFIBIT
-100%
Ishares TRIAGG
-100%
Schwab Strategic TRSCHX
-100%
Vanguard World FDESGV
-100%
Schwab Strategic TRSCHE
-100%
Ishares TRUSMV
-100%
Vanguard Index FDSVXF
-100%
J P Morgan Exchange Traded FJSCP
-100%
Vanguard Scottsdale FDSVGIT
-100%
GracoGGG
-100%
IsharesEZU
-100%
Toyota MotorTM
-100%
Pacer FDS TRCOWG
-100%
AccentureACN
-100%
Ishares TRITOT
-100%
Oncolytics Biotech
-100%
Service Corp InternationalSCI
-100%
PayPal HoldingsPYPL
-100%
Intercontinental ExchangeICE
-100%
EcolabECL
-100%
Vanguard Scottsdale FDSBNDW
-100%
Ishares TRSGOV
-100%
Resideo TechnologiesREZI
-100%
Jackson FinancialJXN
-100%
Honeywell InternationalHON
-100%

Holdings

Vanguard Index FDSVTI
Share
5.6%
Value
$55m
Shares
147,295
+5%
Ishares TRMUB
Share
5.1%
Value
$50m
Shares
463,913
+13%
Vanguard Index FDSVOO
Share
5.1%
Value
$50m
Shares
72,166
+28%
Invesco QQQ TRQQQ
Share
4.0%
Value
$39m
Shares
52,680
+1371%
State STR Spdr S&P 500 ETF TSPY
Share
3.5%
Value
$34m
Shares
45,947
+227%
Spdr Index SHS FDSSPDW
Share
2.1%
Value
$20m
Shares
403,044
+9%
Vanguard Charlotte FDSBNDX
Share
2.1%
Value
$20m
Shares
417,926
+12%
Vanguard Wellington FDVTES
Share
2.1%
Value
$20m
Shares
198,242
+2%
Vanguard MUN BD FDSVTEI
Share
1.7%
Value
$17m
Shares
163,498
Held
AppleAAPL
Share
1.7%
Value
$16m
Shares
56,790
+15%
Ishares TREUSB
Share
1.6%
Value
$16m
Shares
366,740
Held
NvidiaNVDA
Share
1.4%
Value
$14m
Shares
69,387
+4%
Dimensional ETF TrustDFSB
Share
1.4%
Value
$13m
Shares
258,358
Held
Vanguard Intl Equity Index FVEU
Share
1.3%
Value
$13m
Shares
154,891
Held
Ishares Gold TRIAU
Share
1.3%
Value
$12m
Shares
162,857
+20%
Ishares TRIUSB
Share
1.2%
Value
$11m
Shares
242,729
-9%
Ishares TRMBB
Share
1.1%
Value
$11m
Shares
117,931
+4%
SandiskSNDK
Share
1.1%
Value
$11m
Shares
4,731
+1132%
Spdr Series TrustSPYX
Share
1.1%
Value
$11m
Shares
173,168
+22%
Vanguard BD Index FDSBIV
Share
1.1%
Value
$10m
Shares
135,734
-7%
Ishares TRIJH
Share
1.0%
Value
$10m
Shares
130,566
+59%
Ishares TRTFLO
Share
1.0%
Value
$10m
Shares
198,773
+19%
Vanguard Index FDSVUG
Share
1.0%
Value
$10m
Shares
112,693
+28%
J P Morgan Exchange Traded FJMSI
Share
0.9%
Value
$9m
Shares
177,353
+5%
AlphabetGOOG
Share
0.8%
Value
$8m
Shares
23,383
+6%
State STR Spdr S&P Midcap 40MDY
Share
0.8%
Value
$8m
Shares
11,075
-7%
MicrosoftMSFT
Share
0.8%
Value
$7m
Shares
19,974
+4%
Spdr Series TrustSPTM
Share
0.7%
Value
$7m
Shares
78,802
+216%
Amazon.comAMZN
Share
0.7%
Value
$7m
Shares
29,411
+31%
Spdr Series TrustTFI
Share
0.7%
Value
$7m
Shares
149,733
Held
Applied MaterialsAMAT
Share
0.7%
Value
$7m
Shares
9,461
+144%
Micron TechnologyMU
Share
0.7%
Value
$7m
Shares
5,874
+213%
Ishares TRBGRN
Share
0.7%
Value
$7m
Shares
140,678
Held
Lam ResearchLRCX
Share
0.7%
Value
$6m
Shares
14,960
+131%
Spdr Index SHS FDSSPEM
Share
0.6%
Value
$6m
Shares
120,883
+16%
Western DigitalWDC
Share
0.6%
Value
$6m
Shares
9,750
+319%
Vanguard Whitehall FDSVWOB
Share
0.6%
Value
$6m
Shares
89,098
+22%
Ishares TRISTB
Share
0.6%
Value
$6m
Shares
123,851
+9%
Invesco Exch Traded FD TR IIPZA
Share
0.6%
Value
$6m
Shares
251,214
+6%
Schwab Strategic TRSCHF
Share
0.6%
Value
$6m
Shares
209,550
+16%
Ishares TRGOVT
Share
0.6%
Value
$5m
Shares
240,454
-2%
Vanguard BD Index FDSBLV
Share
0.5%
Value
$5m
Shares
77,492
+18%
AlphabetGOOGL
Share
0.5%
Value
$5m
Shares
14,928
+12%
Advanced Micro DevicesAMD
Share
0.5%
Value
$5m
Shares
9,181
+226%
First TR Exch Traded FD IIIFTLS
Share
0.5%
Value
$5m
Shares
70,890
+25%
Abrdn Silver ETF TrustSIVR
Share
0.5%
Value
$5m
Shares
93,002
+20%
Ishares TRLMUB
Share
0.5%
Value
$5m
Shares
96,615
+6%
IntelINTC
Share
0.5%
Value
$5m
Shares
35,096
New
Ishares TRIVV
Share
0.5%
Value
$5m
Shares
6,470
+112%
J P Morgan Exchange Traded FJMHI
Share
0.5%
Value
$5m
Shares
93,682
+3%
KLAKLAC
Share
0.5%
Value
$5m
Shares
15,612
+227%
Invesco Exch Traded FD TR IISPMO
Share
0.5%
Value
$5m
Shares
28,212
New
BroadcomAVGO
Share
0.5%
Value
$5m
Shares
12,058
-4%
Seagate Technology HoldingsSTX
Share
0.5%
Value
$4m
Shares
4,662
New
Ishares TRSUSB
Share
0.5%
Value
$4m
Shares
176,522
Held
Vanguard Index FDSVTV
Share
0.4%
Value
$4m
Shares
20,091
-3%
CienaCIEN
Share
0.4%
Value
$4m
Shares
8,854
+172%
CorningGLW
Share
0.4%
Value
$4m
Shares
16,916
+344%
EA Series TrustCAOS
Share
0.4%
Value
$4m
Shares
47,198
+36%
Comfort Systems USAFIX
Share
0.4%
Value
$4m
Shares
2,055
+735%
Franklin Templeton ETF TRFLMB
Share
0.4%
Value
$4m
Shares
165,782
+11%
Palo Alto NetworksPANW
Share
0.4%
Value
$4m
Shares
11,375
New
Morgan Stanley ETF TrustCVIE
Share
0.4%
Value
$4m
Shares
45,308
+39%
Lumentum HoldingsLITE
Share
0.4%
Value
$4m
Shares
4,436
+282%
American Centy ETF TRAVLV
Share
0.4%
Value
$4m
Shares
41,344
+86%
Invesco Exchange Traded FD TRSP
Share
0.4%
Value
$4m
Shares
17,497
+173%
Spdr Series TrustSPSM
Share
0.4%
Value
$4m
Shares
64,386
-21%
Etfs Gold TRSGOL
Share
0.4%
Value
$4m
Shares
96,681
Held
Vanguard Tax-Managed FDSVEA
Share
0.4%
Value
$4m
Shares
51,751
-22%
CoherentCOHR
Share
0.4%
Value
$4m
Shares
9,344
+206%
Spdr Series TrustSPHY
Share
0.4%
Value
$4m
Shares
155,994
+10%
Marvell TechnologyMRVL
Share
0.4%
Value
$4m
Shares
11,940
New
Ishares TRIUSG
Share
0.4%
Value
$4m
Shares
18,731
+20%
Dell TechnologiesDELL
Share
0.4%
Value
$3m
Shares
7,927
New
Taiwan Semiconductor ManufacturingTSM
Share
0.3%
Value
$3m
Shares
7,108
Held
IsharesEMXC
Share
0.3%
Value
$3m
Shares
32,325
+91%
Hewlett Packard EnterpriseHPE
Share
0.3%
Value
$3m
Shares
69,763
New
TeradyneTER
Share
0.3%
Value
$3m
Shares
6,341
New
Eli LillyLLY
Share
0.3%
Value
$3m
Shares
2,515
+28%
Vanguard Scottsdale FDSVCSH
Share
0.3%
Value
$3m
Shares
38,042
+75%
Ishares TRIJR
Share
0.3%
Value
$3m
Shares
20,119
+9%
ARM HoldingsARM
Share
0.3%
Value
$3m
Shares
7,850
New
Vanguard Scottsdale FDSVGSH
Share
0.3%
Value
$3m
Shares
47,339
+141%
JPMorgan ChaseJPM
Share
0.3%
Value
$3m
Shares
8,159
+14%
Ishares TRXJH
Share
0.3%
Value
$3m
Shares
51,016
+42%
Ishares TRESML
Share
0.3%
Value
$3m
Shares
46,902
+18%
American Centy ETF TRAVLC
Share
0.3%
Value
$3m
Shares
28,819
+24%
Vanguard Index FDSVBR
Share
0.3%
Value
$3m
Shares
10,511
Held
American Centy ETF TRAVUV
Share
0.3%
Value
$2m
Shares
19,611
+15%
Schwab Strategic TRSCHP
Share
0.2%
Value
$2m
Shares
91,679
-5%
Spdr Series TrustEFIV
Share
0.2%
Value
$2m
Shares
33,274
+6%
Schwab Strategic TRSCHB
Share
0.2%
Value
$2m
Shares
81,072
-48%
VisaV
Share
0.2%
Value
$2m
Shares
6,749
+37%
Select Sector Spdr TRXLRE
Share
0.2%
Value
$2m
Shares
51,967
New
ASML Holding NVASML
Share
0.2%
Value
$2m
Shares
1,146
-2%
Sprott Asset Management LPCEF
Share
0.2%
Value
$2m
Shares
56,255
Held
American Centy ETF TRAVDV
Share
0.2%
Value
$2m
Shares
21,279
+10%
Ishares TREFA
Share
0.2%
Value
$2m
Shares
20,812
+5%
Select Sector Spdr TRXLV
Share
0.2%
Value
$2m
Shares
13,558
New
Ishares TRSTIP
Share
0.2%
Value
$2m
Shares
20,717
+87%

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVTI	5.6%	$55m	147,295	+5%
Ishares TRMUB	5.1%	$50m	463,913	+13%
Vanguard Index FDSVOO	5.1%	$50m	72,166	+28%
Invesco QQQ TRQQQ	4.0%	$39m	52,680	+1371%
State STR Spdr S&P 500 ETF TSPY	3.5%	$34m	45,947	+227%
Spdr Index SHS FDSSPDW	2.1%	$20m	403,044	+9%
Vanguard Charlotte FDSBNDX	2.1%	$20m	417,926	+12%
Vanguard Wellington FDVTES	2.1%	$20m	198,242	+2%
Vanguard MUN BD FDSVTEI	1.7%	$17m	163,498	Held
AppleAAPL	1.7%	$16m	56,790	+15%
Ishares TREUSB	1.6%	$16m	366,740	Held
NvidiaNVDA	1.4%	$14m	69,387	+4%
Dimensional ETF TrustDFSB	1.4%	$13m	258,358	Held
Vanguard Intl Equity Index FVEU	1.3%	$13m	154,891	Held
Ishares Gold TRIAU	1.3%	$12m	162,857	+20%
Ishares TRIUSB	1.2%	$11m	242,729	-9%
Ishares TRMBB	1.1%	$11m	117,931	+4%
SandiskSNDK	1.1%	$11m	4,731	+1132%
Spdr Series TrustSPYX	1.1%	$11m	173,168	+22%
Vanguard BD Index FDSBIV	1.1%	$10m	135,734	-7%
Ishares TRIJH	1.0%	$10m	130,566	+59%
Ishares TRTFLO	1.0%	$10m	198,773	+19%
Vanguard Index FDSVUG	1.0%	$10m	112,693	+28%
J P Morgan Exchange Traded FJMSI	0.9%	$9m	177,353	+5%
AlphabetGOOG	0.8%	$8m	23,383	+6%
State STR Spdr S&P Midcap 40MDY	0.8%	$8m	11,075	-7%
MicrosoftMSFT	0.8%	$7m	19,974	+4%
Spdr Series TrustSPTM	0.7%	$7m	78,802	+216%
Amazon.comAMZN	0.7%	$7m	29,411	+31%
Spdr Series TrustTFI	0.7%	$7m	149,733	Held
Applied MaterialsAMAT	0.7%	$7m	9,461	+144%
Micron TechnologyMU	0.7%	$7m	5,874	+213%
Ishares TRBGRN	0.7%	$7m	140,678	Held
Lam ResearchLRCX	0.7%	$6m	14,960	+131%
Spdr Index SHS FDSSPEM	0.6%	$6m	120,883	+16%
Western DigitalWDC	0.6%	$6m	9,750	+319%
Vanguard Whitehall FDSVWOB	0.6%	$6m	89,098	+22%
Ishares TRISTB	0.6%	$6m	123,851	+9%
Invesco Exch Traded FD TR IIPZA	0.6%	$6m	251,214	+6%
Schwab Strategic TRSCHF	0.6%	$6m	209,550	+16%
Ishares TRGOVT	0.6%	$5m	240,454	-2%
Vanguard BD Index FDSBLV	0.5%	$5m	77,492	+18%
AlphabetGOOGL	0.5%	$5m	14,928	+12%
Advanced Micro DevicesAMD	0.5%	$5m	9,181	+226%
First TR Exch Traded FD IIIFTLS	0.5%	$5m	70,890	+25%
Abrdn Silver ETF TrustSIVR	0.5%	$5m	93,002	+20%
Ishares TRLMUB	0.5%	$5m	96,615	+6%
IntelINTC	0.5%	$5m	35,096	New
Ishares TRIVV	0.5%	$5m	6,470	+112%
J P Morgan Exchange Traded FJMHI	0.5%	$5m	93,682	+3%
KLAKLAC	0.5%	$5m	15,612	+227%
Invesco Exch Traded FD TR IISPMO	0.5%	$5m	28,212	New
BroadcomAVGO	0.5%	$5m	12,058	-4%
Seagate Technology HoldingsSTX	0.5%	$4m	4,662	New
Ishares TRSUSB	0.5%	$4m	176,522	Held
Vanguard Index FDSVTV	0.4%	$4m	20,091	-3%
CienaCIEN	0.4%	$4m	8,854	+172%
CorningGLW	0.4%	$4m	16,916	+344%
EA Series TrustCAOS	0.4%	$4m	47,198	+36%
Comfort Systems USAFIX	0.4%	$4m	2,055	+735%
Franklin Templeton ETF TRFLMB	0.4%	$4m	165,782	+11%
Palo Alto NetworksPANW	0.4%	$4m	11,375	New
Morgan Stanley ETF TrustCVIE	0.4%	$4m	45,308	+39%
Lumentum HoldingsLITE	0.4%	$4m	4,436	+282%
American Centy ETF TRAVLV	0.4%	$4m	41,344	+86%
Invesco Exchange Traded FD TRSP	0.4%	$4m	17,497	+173%
Spdr Series TrustSPSM	0.4%	$4m	64,386	-21%
Etfs Gold TRSGOL	0.4%	$4m	96,681	Held
Vanguard Tax-Managed FDSVEA	0.4%	$4m	51,751	-22%
CoherentCOHR	0.4%	$4m	9,344	+206%
Spdr Series TrustSPHY	0.4%	$4m	155,994	+10%
Marvell TechnologyMRVL	0.4%	$4m	11,940	New
Ishares TRIUSG	0.4%	$4m	18,731	+20%
Dell TechnologiesDELL	0.4%	$3m	7,927	New
Taiwan Semiconductor ManufacturingTSM	0.3%	$3m	7,108	Held
IsharesEMXC	0.3%	$3m	32,325	+91%
Hewlett Packard EnterpriseHPE	0.3%	$3m	69,763	New
TeradyneTER	0.3%	$3m	6,341	New
Eli LillyLLY	0.3%	$3m	2,515	+28%
Vanguard Scottsdale FDSVCSH	0.3%	$3m	38,042	+75%
Ishares TRIJR	0.3%	$3m	20,119	+9%
ARM HoldingsARM	0.3%	$3m	7,850	New
Vanguard Scottsdale FDSVGSH	0.3%	$3m	47,339	+141%
JPMorgan ChaseJPM	0.3%	$3m	8,159	+14%
Ishares TRXJH	0.3%	$3m	51,016	+42%
Ishares TRESML	0.3%	$3m	46,902	+18%
American Centy ETF TRAVLC	0.3%	$3m	28,819	+24%
Vanguard Index FDSVBR	0.3%	$3m	10,511	Held
American Centy ETF TRAVUV	0.3%	$2m	19,611	+15%
Schwab Strategic TRSCHP	0.2%	$2m	91,679	-5%
Spdr Series TrustEFIV	0.2%	$2m	33,274	+6%
Schwab Strategic TRSCHB	0.2%	$2m	81,072	-48%
VisaV	0.2%	$2m	6,749	+37%
Select Sector Spdr TRXLRE	0.2%	$2m	51,967	New
ASML Holding NVASML	0.2%	$2m	1,146	-2%
Sprott Asset Management LPCEF	0.2%	$2m	56,255	Held
American Centy ETF TRAVDV	0.2%	$2m	21,279	+10%
Ishares TREFA	0.2%	$2m	20,812	+5%
Select Sector Spdr TRXLV	0.2%	$2m	13,558	New
Ishares TRSTIP	0.2%	$2m	20,717	+87%

Showing the largest 100 of 379.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 128.5% since 30 June 2025.

Where the money is

Technology15.7%

Industrials2.5%

Financial services2.2%

Media & telecom1.9%

Retail & consumer1.8%

Health care1.5%

Everyday goods0.8%

Materials0.3%

Utilities0.3%

Real estate0.2%

Energy0.2%

Other72.7%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.