SEEDS INVESTOR LLC Q4 2024 Filing

Filed February 13, 2025

Portfolio Value

$351.0B

Holdings

276

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (276 positions)

#StockSharesValue% PortfolioType
101
PEPPEPSICO INC
3,595$546.7M0.16%
102
XOMEXXON MOBIL CORP
4,993$537.1M0.15%
103
WSMWILLIAMS SONOMA INC
2,864$530.3M0.15%
104
FISFIDELITY NATL INFORMATION SV
6,353$513.1M0.15%
105
HIGHARTFORD FINL SVCS GROUP INC
4,676$511.5M0.15%
106
CASYCASEYS GEN STORES INC
1,291$511.4M0.15%
107
NVSNNOVARTIS AG
5,220$508.0M0.14%
108
ESMLISHARES TR
11,957$502.8M0.14%
109
BACBANK AMERICA CORP
11,223$493.2M0.14%
110
NEENEXTERA ENERGY INC
6,781$486.1M0.14%
111
ASMLASML HOLDING N V
701$486.0M0.14%
112
SPEMSPDR INDEX SHS FDS
12,190$467.7M0.13%
113
CSCOCISCO SYS INC
7,853$464.9M0.13%
114
JCIJOHNSON CTLS INTL PLC
5,858$462.4M0.13%
115
BURLBURLINGTON STORES INC
1,612$459.5M0.13%
116
SYYSYSCO CORP
5,765$440.8M0.13%
117
PRIPRIMERICA INC
1,605$435.5M0.12%
118
FISVFISERV INC
2,112$433.8M0.12%
119
GPKGRAPHIC PACKAGING HLDG CO
15,942$433.0M0.12%
120
MSIMOTOROLA SOLUTIONS INC
935$432.3M0.12%
121
EWBCEAST WEST BANCORP INC
4,474$428.4M0.12%
122
KEYSKEYSIGHT TECHNOLOGIES INC
2,662$427.6M0.12%
123
MANHMANHATTAN ASSOCIATES INC
1,556$420.5M0.12%
124
ELVELEVANCE HEALTH INC
1,130$416.7M0.12%
125
RBARB GLOBAL INC
4,590$414.1M0.12%
126
ITTITT INC
2,865$409.3M0.12%
127
BSXBOSTON SCIENTIFIC CORP
4,556$406.9M0.12%
128
KMIKINDER MORGAN INC DEL
14,832$406.4M0.12%
129
NWSNEWS CORP NEW
13,314$405.1M0.12%
130
JLLJONES LANG LASALLE INC
1,585$401.2M0.11%
131
RSGREPUBLIC SVCS INC
1,978$398.0M0.11%
132
KBIAKB FINL GROUP INC
6,923$393.9M0.11%
133
SIVRABRDN SILVER ETF TRUST
14,225$392.2M0.11%
134
XPOXPO INC
2,973$389.9M0.11%
135
WATWATERS CORP
1,041$386.2M0.11%
136
NYTNEW YORK TIMES CO
7,325$381.3M0.11%
137
TELTE CONNECTIVITY PLC
2,625$375.3M0.11%
138
ILMNILLUMINA INC
2,796$373.6M0.11%
139
EQHEQUITABLE HLDGS INC
7,912$373.2M0.11%
140
GDDYGODADDY INC
1,884$371.8M0.11%
141
AG8AGILENT TECHNOLOGIES INC
2,743$368.5M0.10%
142
SMFGSUMITOMO MITSUI FINL GROUP I
25,299$366.6M0.10%
143
GLWCORNING INC
7,708$366.3M0.10%
144
ICEINTERCONTINENTAL EXCHANGE IN
2,456$366.0M0.10%
145
OCOWENS CORNING NEW
2,128$362.5M0.10%
146
URIUNITED RENTALS INC
503$354.4M0.10%
147
GLPIGAMING & LEISURE PPTYS INC
7,350$354.0M0.10%
148
PFGCPERFORMANCE FOOD GROUP CO
4,179$353.3M0.10%
149
BOXXEA SERIES TRUST
3,166$349.1M0.10%
150
ABBVABBVIE INC
1,964$348.9M0.10%
151
ULUNILEVER PLC
6,129$347.5M0.10%
152
CLSCELESTICA INC
3,752$346.3M0.10%
153
NVTNVENT ELECTRIC PLC
5,058$344.7M0.10%
154
RNRRENAISSANCERE HLDGS LTD
1,385$344.5M0.10%
155
ESEVERSOURCE ENERGY
5,997$344.4M0.10%
156
AMGNAMGEN INC
1,320$344.1M0.10%
157
PEOEXELON CORP
9,094$342.3M0.10%
158
ATRAPTARGROUP INC
2,177$342.0M0.10%
159
INTUINTUIT
541$340.3M0.10%
160
ADBEADOBE INC
753$334.8M0.10%
161
MUFGMITSUBISHI UFJ FINL GROUP IN
28,404$332.9M0.09%
162
SONYSONY GROUP CORP
15,718$332.6M0.09%
163
CDWCDW CORP
1,910$332.4M0.09%
164
PSTGPURE STORAGE INC
5,402$331.8M0.09%
165
NWSANEWS CORP NEW
11,963$329.5M0.09%
166
AXPAMERICAN EXPRESS CO
1,108$328.8M0.09%
167
IRINGERSOLL RAND INC
3,619$327.4M0.09%
168
NOWSERVICENOW INC
308$326.5M0.09%
169
WMWASTE MGMT INC DEL
1,611$325.2M0.09%
170
KLACKLA CORP
511$322.3M0.09%
171
UNMUNUM GROUP
4,398$321.2M0.09%
172
DKSDICKS SPORTING GOODS INC
1,403$321.1M0.09%
173
GSGOLDMAN SACHS GROUP INC
557$319.0M0.09%
174
RSRELIANCE INC
1,170$314.9M0.09%
175
VEAVANGUARD TAX-MANAGED FDS
6,543$312.9M0.09%
176
WFCWELLS FARGO CO NEW
4,424$310.7M0.09%
177
ISRGINTUITIVE SURGICAL INC
594$310.0M0.09%
178
TSCOTRACTOR SUPPLY CO
5,837$309.7M0.09%
179
MCDMCDONALDS CORP
1,064$308.3M0.09%
180
BALLBALL CORP
5,566$306.9M0.09%
181
ZTSZOETIS INC
1,877$305.9M0.09%
182
GEGE AEROSPACE
1,833$305.7M0.09%
183
TAT&T INC
13,350$304.0M0.09%
184
CLHCLEAN HARBORS INC
1,304$300.1M0.09%
185
PFEPFIZER INC
11,263$298.8M0.09%
186
IWMISHARES TR
1,351$298.5M0.09%
187
TOLTOLL BROTHERS INC
2,352$296.3M0.08%
188
FDSFACTSET RESH SYS INC
610$293.1M0.08%
189
WTRGESSENTIAL UTILS INC
8,012$291.0M0.08%
190
IBKRINTERACTIVE BROKERS GROUP IN
1,646$290.9M0.08%
191
FOXAFOX CORP
5,953$289.2M0.08%
192
WYWEYERHAEUSER CO MTN BE
10,194$287.0M0.08%
193
WPCWP CAREY INC
5,248$285.9M0.08%
194
RGAREINSURANCE GRP OF AMERICA I
1,331$284.3M0.08%
195
MHKMOHAWK INDS INC
2,384$284.0M0.08%
196
PRUPRUDENTIAL FINL INC
2,394$283.7M0.08%
197
BERYEURBERRY GLOBAL GROUP INC
4,341$280.7M0.08%
198
IPGINTERPUBLIC GROUP COS INC
9,771$273.8M0.08%
199
MRKMERCK & CO INC
2,749$273.5M0.08%
200
JBHTHUNT J B TRANS SVCS INC
1,593$271.8M0.08%
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