SEEDS INVESTOR LLC Q4 2025 Filing

Filed January 27, 2026

Portfolio Value

$521.7M

Holdings

266

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (266 positions)

#StockSharesValue% PortfolioType
101
GWWWW GRAINGER INC
740$746K0.14%
102
COHRCOHERENT CORP
4,037$745K0.14%
103
MCOMOODYS CORP
1,413$721K0.14%
104
UTHUNITED THERAPEUTICS CORP DEL
1,476$718K0.14%
105
EAELECTRONIC ARTS INC
3,500$715K0.14%
106
IBMINTERNATIONAL BUSINESS MACHS
2,363$700K0.13%
107
TMOTHERMO FISHER SCIENTIFIC INC
1,164$674K0.13%
108
BACBANK AMERICA CORP
11,963$657K0.13%
109
ABTABBOTT LABS
5,226$654K0.13%
110
XOMEXXON MOBIL CORP
5,327$641K0.12%
111
SGOVISHARES TR
6,357$638K0.12%
112
KOCOCA COLA CO
9,059$633K0.12%
113
DHRDANAHER CORPORATION
2,732$625K0.12%
114
PEPPEPSICO INC
4,109$589K0.11%
115
ADPAUTOMATIC DATA PROCESSING IN
2,277$585K0.11%
116
CSCOCISCO SYS INC
7,550$581K0.11%
117
KBIAKB FINL GROUP INC
6,606$568K0.11%
118
BACVERIZON COMMUNICATIONS INC
13,888$565K0.11%
119
GSGOLDMAN SACHS GROUP INC
627$551K0.11%
120
KEYSKEYSIGHT TECHNOLOGIES INC
2,665$541K0.10%
121
JNJJOHNSON & JOHNSON
2,500$517K0.10%
122
USFDUS FOODS HLDG CORP
6,864$516K0.10%
123
JLLJONES LANG LASALLE INC
1,518$510K0.10%
124
RBARB GLOBAL INC
4,850$498K0.10%
125
AVDVAMERICAN CENTY ETF TR
5,264$494K0.09%
126
AMDADVANCED MICRO DEVICES INC
2,264$484K0.09%
127
RSGREPUBLIC SVCS INC
2,270$481K0.09%
128
SHESPDR SERIES TRUST
3,616$477K0.09%
129
URIUNITED RENTALS INC
588$475K0.09%
130
KRMAGLOBAL X FDS
10,942$475K0.09%
131
JUSTGOLDMAN SACHS ETF TR
4,798$463K0.09%
132
MUFGMITSUBISHI UFJ FINL GROUP IN
29,012$460K0.09%
133
SMFGSUMITOMO MITSUI FINL GROUP I
23,809$460K0.09%
134
NVTNVENT ELECTRIC PLC
4,509$459K0.09%
135
EWBCEAST WEST BANCORP INC
4,039$453K0.09%
136
PGPROCTER AND GAMBLE CO
3,144$450K0.09%
137
SAPSAP SE
1,844$447K0.09%
138
JCIJOHNSON CTLS INTL PLC
3,727$446K0.09%
139
ESEVERSOURCE ENERGY
6,524$439K0.08%
140
ACNACCENTURE PLC IRELAND
1,640$439K0.08%
141
SYYSYSCO CORP
5,825$429K0.08%
142
RTXRTX CORPORATION
2,334$428K0.08%
143
SHMSPDR SERIES TRUST
8,816$423K0.08%
144
CATCATERPILLAR INC
735$421K0.08%
145
SONYSONY GROUP CORP
16,337$418K0.08%
146
AQLTISHARES TR
4,679$418K0.08%
147
ESGEISHARES INC
9,453$417K0.08%
148
PEOEXELON CORP
9,536$415K0.08%
149
WFCWELLS FARGO CO NEW
4,429$412K0.08%
150
LINLINDE PLC
961$409K0.08%
151
CRMSALESFORCE INC
1,536$406K0.08%
152
IVVISHARES TR
589$403K0.08%
153
NYTNEW YORK TIMES CO
5,728$397K0.08%
154
TPDSOMNIGROUP INTERNATIONAL INC
4,397$392K0.08%
155
ORLYOREILLY AUTOMOTIVE INC
4,304$392K0.08%
156
NWSNEWS CORP NEW
12,841$380K0.07%
157
WTRGESSENTIAL UTILS INC
9,874$378K0.07%
158
PLDPROLOGIS INC.
2,911$371K0.07%
159
PSTGPURE STORAGE INC
5,487$367K0.07%
160
AVMVAMERICAN CENTY ETF TR
5,139$365K0.07%
161
BALLBALL CORP
6,894$365K0.07%
162
WMWASTE MGMT INC DEL
1,657$364K0.07%
163
WPMWHEATON PRECIOUS METALS CORP
3,086$362K0.07%
164
NEENEXTERA ENERGY INC
4,485$360K0.07%
165
PG4PRINCIPAL FINANCIAL GROUP IN
4,051$357K0.07%
166
PENPENUMBRA INC
1,146$356K0.07%
167
IDIINTERDIGITAL INC
1,115$355K0.07%
168
RNRRENAISSANCERE HLDGS LTD
1,261$354K0.07%
169
HIGHARTFORD INSURANCE GROUP INC
2,570$354K0.07%
170
PRIPRIMERICA INC
1,374$354K0.07%
171
DEDEERE & CO
760$353K0.07%
172
SANBANCO SANTANDER SA
30,119$353K0.07%
173
NBIXNEUROCRINE BIOSCIENCES INC
2,494$353K0.07%
174
RGLDROYAL GOLD INC
1,575$350K0.07%
175
BBVABANCO BILBAO VIZCAYA ARGENTA
15,003$349K0.07%
176
CITHE CIGNA GROUP
1,270$349K0.07%
177
ULUNILEVER PLC
5,337$349K0.07%
178
ABGCENCORA INC
1,028$347K0.07%
179
IVWISHARES TR
2,795$344K0.07%
180
PFGCPERFORMANCE FOOD GROUP CO
3,792$340K0.07%
181
MRKMERCK & CO INC
3,182$334K0.06%
182
ILMNILLUMINA INC
2,532$332K0.06%
183
TOLTOLL BROTHERS INC
2,424$327K0.06%
184
MHKMOHAWK INDS INC
2,988$326K0.06%
185
BURLBURLINGTON STORES INC
1,128$325K0.06%
186
UNHUNITEDHEALTH GROUP INC
976$322K0.06%
187
EQHEQUITABLE HLDGS INC
6,743$321K0.06%
188
CIENCIENA CORP
1,365$319K0.06%
189
RYROYAL BK CDA
1,868$318K0.06%
190
4I1PHILIP MORRIS INTL INC
1,982$317K0.06%
191
PFEPFIZER INC
12,710$316K0.06%
192
UNMUNUM GROUP
4,070$315K0.06%
193
WPCWP CAREY INC
4,862$312K0.06%
194
COWGPACER FDS TR
8,773$308K0.06%
195
FLEXFLEX LTD
5,104$308K0.06%
196
GLWCORNING INC
3,515$307K0.06%
197
FIXCOMFORT SYS USA INC
330$307K0.06%
198
AMGNAMGEN INC
928$303K0.06%
199
AVUVAMERICAN CENTY ETF TR
2,970$302K0.06%
200
CSLCARLISLE COS INC
947$302K0.06%
PreviousPage 2 of 3Next