SEEDS INVESTOR LLC Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$426.0B
Holdings
250
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (250 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ACNACCENTURE PLC IRELAND | 1,822 | $544.6M | 0.13% | |
| 102 | AMATAPPLIED MATLS INC | 2,926 | $535.7M | 0.13% | |
| 103 | EAELECTRONIC ARTS INC | 3,348 | $534.7M | 0.13% | |
| 104 | KBIAKB FINL GROUP INC | 6,379 | $526.9M | 0.12% | |
| 105 | NWSNEWS CORP NEW | 15,336 | $526.2M | 0.12% | |
| 106 | AVMVAMERICAN CENTY ETF TR | 8,047 | $526.1M | 0.12% | |
| 107 | CSCOCISCO SYS INC | 7,580 | $525.9M | 0.12% | |
| 108 | CLSCELESTICA INC | 3,360 | $524.5M | 0.12% | |
| 109 | GEGE AEROSPACE | 1,996 | $513.8M | 0.12% | |
| 110 | SONYSONY GROUP CORP | 18,879 | $491.4M | 0.12% | |
| 111 | XOMEXXON MOBIL CORP | 4,512 | $486.4M | 0.11% | |
| 112 | VTEIVANGUARD MUN BD FDS | 4,910 | $483.9M | 0.11% | |
| 113 | PGPROCTER AND GAMBLE CO | 3,023 | $481.6M | 0.11% | |
| 114 | PYPLPAYPAL HLDGS INC | 6,315 | $469.3M | 0.11% | |
| 115 | NWSANEWS CORP NEW | 15,645 | $465.0M | 0.11% | |
| 116 | EQHEQUITABLE HLDGS INC | 8,222 | $461.3M | 0.11% | |
| 117 | FISFIDELITY NATL INFORMATION SV | 5,665 | $461.2M | 0.11% | |
| 118 | BACBANK AMERICA CORP | 9,566 | $452.7M | 0.11% | |
| 119 | CSLCARLISLE COS INC | 1,192 | $445.3M | 0.10% | |
| 120 | ORLYOREILLY AUTOMOTIVE INC | 4,916 | $443.1M | 0.10% | |
| 121 | CRMSALESFORCE INC | 1,606 | $438.1M | 0.10% | |
| 122 | AVDVAMERICAN CENTY ETF TR | 5,474 | $434.0M | 0.10% | |
| 123 | SPMDSPDR SERIES TRUST | 7,960 | $432.9M | 0.10% | |
| 124 | SHMSPDR SERIES TRUST | 8,923 | $426.8M | 0.10% | |
| 125 | DHRDANAHER CORPORATION | 2,139 | $422.5M | 0.10% | |
| 126 | PEOEXELON CORP | 9,699 | $421.1M | 0.10% | |
| 127 | ASMLASML HOLDING N V | 519 | $415.7M | 0.10% | |
| 128 | EATBRINKER INTL INC | 2,298 | $414.4M | 0.10% | |
| 129 | ESEVERSOURCE ENERGY | 6,505 | $413.9M | 0.10% | |
| 130 | GSGOLDMAN SACHS GROUP INC | 578 | $409.2M | 0.10% | |
| 131 | SYYSYSCO CORP | 5,380 | $407.5M | 0.10% | |
| 132 | 4I1PHILIP MORRIS INTL INC | 2,223 | $404.9M | 0.10% | |
| 133 | JCIJOHNSON CTLS INTL PLC | 3,790 | $400.3M | 0.09% | |
| 134 | PRIPRIMERICA INC | 1,456 | $398.5M | 0.09% | |
| 135 | HIGHARTFORD INSURANCE GROUP INC | 3,087 | $391.6M | 0.09% | |
| 136 | KEYSKEYSIGHT TECHNOLOGIES INC | 2,388 | $391.3M | 0.09% | |
| 137 | RSRELIANCE INC | 1,246 | $391.2M | 0.09% | |
| 138 | INTUINTUIT | 491 | $387.1M | 0.09% | |
| 139 | MUFGMITSUBISHI UFJ FINL GROUP IN | 27,903 | $382.8M | 0.09% | |
| 140 | BALLBALL CORP | 6,797 | $381.2M | 0.09% | |
| 141 | UNMUNUM GROUP | 4,717 | $380.9M | 0.09% | |
| 142 | BOXXEA SERIES TRUST | 3,376 | $380.4M | 0.09% | |
| 143 | UTHUNITED THERAPEUTICS CORP DEL | 1,308 | $375.7M | 0.09% | |
| 144 | TAT&T INC | 12,964 | $375.2M | 0.09% | |
| 145 | EWBCEAST WEST BANCORP INC | 3,697 | $373.3M | 0.09% | |
| 146 | AQLTISHARES TR | 4,447 | $371.3M | 0.09% | |
| 147 | AVUVAMERICAN CENTY ETF TR | 4,027 | $366.9M | 0.09% | |
| 148 | SMFGSUMITOMO MITSUI FINL GROUP I | 24,092 | $364.0M | 0.09% | |
| 149 | ICEINTERCONTINENTAL EXCHANGE IN | 1,967 | $360.8M | 0.08% | |
| 150 | RTXRTX CORPORATION | 2,468 | $360.3M | 0.08% | |
| 151 | PFGCPERFORMANCE FOOD GROUP CO | 4,115 | $359.9M | 0.08% | |
| 152 | IBKRINTERACTIVE BROKERS GROUP IN | 6,443 | $357.0M | 0.08% | |
| 153 | ULUNILEVER PLC | 5,804 | $355.0M | 0.08% | |
| 154 | JUSTGOLDMAN SACHS ETF TR | 4,032 | $354.5M | 0.08% | |
| 155 | URIUNITED RENTALS INC | 470 | $354.1M | 0.08% | |
| 156 | WFCWELLS FARGO CO NEW | 4,385 | $351.3M | 0.08% | |
| 157 | NEENEXTERA ENERGY INC | 5,056 | $351.0M | 0.08% | |
| 158 | JLLJONES LANG LASALLE INC | 1,370 | $350.4M | 0.08% | |
| 159 | NYTNEW YORK TIMES CO | 6,195 | $346.8M | 0.08% | |
| 160 | ACMAECOM | 3,049 | $344.1M | 0.08% | |
| 161 | PEPPEPSICO INC | 2,601 | $343.4M | 0.08% | |
| 162 | BSXBOSTON SCIENTIFIC CORP | 3,160 | $339.4M | 0.08% | |
| 163 | CCKCROWN HLDGS INC | 3,223 | $331.9M | 0.08% | |
| 164 | WPCWP CAREY INC | 5,259 | $328.0M | 0.08% | |
| 165 | RRXREGAL REXNORD CORPORATION | 2,253 | $326.6M | 0.08% | |
| 166 | WATWATERS CORP | 931 | $325.0M | 0.08% | |
| 167 | DEDEERE & CO | 639 | $324.8M | 0.08% | |
| 168 | COWGPACER FDS TR | 9,106 | $319.7M | 0.08% | |
| 169 | RNRRENAISSANCERE HLDGS LTD | 1,298 | $315.4M | 0.07% | |
| 170 | AMDADVANCED MICRO DEVICES INC | 2,218 | $314.7M | 0.07% | |
| 171 | GWREGUIDEWIRE SOFTWARE INC | 1,323 | $311.5M | 0.07% | |
| 172 | WPMWHEATON PRECIOUS METALS CORP | 3,441 | $309.0M | 0.07% | |
| 173 | RGLDROYAL GOLD INC | 1,736 | $308.7M | 0.07% | |
| 174 | TMOTHERMO FISHER SCIENTIFIC INC | 760 | $308.3M | 0.07% | |
| 175 | TPDSOMNIGROUP INTERNATIONAL INC | 4,498 | $306.1M | 0.07% | |
| 176 | MORNMORNINGSTAR INC | 972 | $305.2M | 0.07% | |
| 177 | FISVFISERV INC | 1,747 | $301.2M | 0.07% | |
| 178 | GQ9SPDR GOLD TR | 976 | $297.5M | 0.07% | |
| 179 | CMECME GROUP INC | 1,079 | $297.5M | 0.07% | |
| 180 | ABBVABBVIE INC | 1,598 | $296.6M | 0.07% | |
| 181 | ABGCENCORA INC | 983 | $294.7M | 0.07% | |
| 182 | KMIKINDER MORGAN INC DEL | 10,019 | $294.5M | 0.07% | |
| 183 | GLWCORNING INC | 5,535 | $291.1M | 0.07% | |
| 184 | TXNTEXAS INSTRS INC | 1,400 | $290.6M | 0.07% | |
| 185 | WCNWASTE CONNECTIONS INC | 1,523 | $284.4M | 0.07% | |
| 186 | MCDMCDONALDS CORP | 973 | $284.4M | 0.07% | |
| 187 | PENPENUMBRA INC | 1,101 | $282.6M | 0.07% | |
| 188 | UNHUNITEDHEALTH GROUP INC | 891 | $278.0M | 0.07% | |
| 189 | BMIBADGER METER INC | 1,125 | $275.5M | 0.06% | |
| 190 | OCOWENS CORNING NEW | 2,001 | $275.2M | 0.06% | |
| 191 | NOWSERVICENOW INC | 268 | $275.0M | 0.06% | |
| 192 | NVTNVENT ELECTRIC PLC | 3,714 | $272.0M | 0.06% | |
| 193 | SANBANCO SANTANDER S.A. | 32,055 | $266.1M | 0.06% | |
| 194 | AMGNAMGEN INC | 948 | $264.8M | 0.06% | |
| 195 | ELVELEVANCE HEALTH INC | 680 | $264.3M | 0.06% | |
| 196 | ADBEADOBE INC | 680 | $262.9M | 0.06% | |
| 197 | WTRGESSENTIAL UTILS INC | 6,999 | $259.9M | 0.06% | |
| 198 | ABTABBOTT LABS | 1,881 | $255.8M | 0.06% | |
| 199 | IVWISHARES TR | 2,298 | $253.0M | 0.06% | |
| 200 | IPGINTERPUBLIC GROUP COS INC | 10,243 | $250.7M | 0.06% |