SEEDS INVESTOR LLC
Sector Allocation
- Other67.2%$654.1M
- Technology18.0%$175.0M
- Financials6.8%$66.4M
- Industrials1.9%$18.9M
- Consumer Discretionary1.9%$18.7M
- Healthcare1.4%$13.7M
- Consumer Staples0.7%$7.2M
- Materials0.7%$6.9M
- Communication Services0.4%$4.0M
- Utilities0.4%$3.8M
AUM History
13fpro.ai/research/fund/seeds-investor-llc-2021047
Conviction and streaks
Stable · top 10 = 32.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$54.5M
- ISHARES$49.9M
- VANGUARD$49.6M
QQQ
$38.8MSPY
$34.3M- SPDR$20.3M
- VANGUARD$20.2M
- VANGUARD$20.1M
- VANGUARD$16.5M
AAPL
$16.4M- ISHARES$15.9M
NVDA
$13.9M- DIMENSIONAL$13.5M
- VANGUARD$13.0M
IAU
$12.3M- ISHARES$11.2M
- ISHARES$11.1M
SNDK
$10.8M- SPDR$10.6M
- VANGUARD$10.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/seeds-investor-llc-2021047
SEEDS INVESTOR LLC 13F holdings — Q2 2026
$973.3M portfolio (+32.5% QoQ) · 379 holdings · Q2 2026 13F · top 10 are 33% of the stock portfolio
- 1
VANGUARD INDEX FDS - TOTAL STK MKT
$54.5M
5.6% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - NATIONAL MUN ETF
$49.9M
5.1% of stocks
+13%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD INDEX FDS - S&P 500 ETF SHS
$49.6M
5.1% of stocks
+28%This quarter—Since filed—HeldAIQuality—Est. buy— $38.8M
4.0% of stocks
+1371%This quarter-1.6%Since filed7+ qtrsHeld$34.3M
3.5% of stocks
+227%This quarter-0.9%Since filed7+ qtrsHeld- 6
SPDR INDEX SHS FDS - ST STR PO EX ETF
$20.3M
2.1% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF
$20.2M
2.1% of stocks
+12%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD WELLINGTON FD - SHORT TRM TAX EX
$20.1M
2.1% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD MUN BD FDS - INTERMEDIATE TRM
$16.5M
1.7% of stocks
-0.1%This quarter—Since filed—HeldAIQuality—Est. buy— $16.4M
1.7% of stocks
+15%This quarter+13.8%Since filed7+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - TOTAL STK MKT | $54.5M | 5.6% | +5% | — | — | — | — | |
| 2 | ISHARES TR - NATIONAL MUN ETF | $49.9M | 5.1% | +13% | — | — | — | — | |
| 3 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $49.6M | 5.1% | +28% | — | — | — | — | |
| 4 | $38.8M | 4.0% | +1371% | -1.6% | 7+ qtrsAdded 2 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | $34.3M | 3.5% | +227% | -0.9% | 7+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | SPDR INDEX SHS FDS - ST STR PO EX ETF | $20.3M | 2.1% | +9% | — | — | — | — | |
| 7 | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $20.2M | 2.1% | +12% | — | — | — | — | |
| 8 | VANGUARD WELLINGTON FD - SHORT TRM TAX EX | $20.1M | 2.1% | +2% | — | — | — | — | |
| 9 | VANGUARD MUN BD FDS - INTERMEDIATE TRM | $16.5M | 1.7% | -0.1% | — | — | — | — | |
| 10 | $16.4M | 1.7% | +15% | +13.8% | 7+ qtrsAdded 5 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial |
All holdings — SEEDS INVESTOR LLC (Q2 2026)
379 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - ESG ADVAN ETFetf/fund | — | $15.9M | 1.6% | 367K | -1% | — | — | 13F |
| 12 | NVIDIA CORP | Technology | $13.9M | 1.4% | 69K | +4% | 7+ qtrsAdded 5 qtrs in a row | 86.0 | 13F | |
| 13 | — | DIMENSIONAL ETF TRUST - GLOBAL SUSTAINAetf/fund | — | $13.5M | 1.4% | 258K | +0.6% | — | — | 13F |
| 14 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX USetf/fund | — | $13.0M | 1.3% | 155K | -0.3% | — | — | 13F |
| 15 | ISHARES GOLD TRUSTetf/fund | Financials | $12.3M | 1.3% | 163K | +20% | 7+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | ISHARES TR - CORE UNIVRSL USDetf/fund | — | $11.2M | 1.1% | 243K | -9% | — | — | 13F |
| 17 | — | ISHARES TR - MBS ETFetf/fund | — | $11.1M | 1.1% | 118K | +4% | — | — | 13F |
| 18 | Sandisk Corp | Technology | $10.8M | 1.1% | 4,731 | +1132% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | SPDR SERIES TRUST - ST STR SP500FFetf/fund | — | $10.6M | 1.1% | 173K | +22% | — | — | 13F |
| 20 | — | VANGUARD BD INDEX FDS - INTERMED TERMetf/fund | — | $10.4M | 1.1% | 136K | -7% | — | — | 13F |
| 21 | — | ISHARES TR - CORE S&P MCP ETFetf/fund | — | $10.1M | 1.0% | 131K | +59% | — | — | 13F |
| 22 | — | ISHARES TR - TRS FLT RT BDetf/fund | — | $10.1M | 1.0% | 199K | +19% | — | — | 13F |
| 23 | — | VANGUARD INDEX FDS - GROWTH ETFetf/fund | — | $9.7M | 1.0% | 113K | +666% | — | — | 13F |
| 24 | — | J P MORGAN EXCHANGE TRADED F - SUST MUNI IN ETFetf/fund | — | $8.9M | 0.9% | 177K | +5% | — | — | 13F |
| 25 | Alphabet Inc. | Technology | $8.3M | 0.8% | 23K | +6% | 7+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $7.8M | 0.8% | 11K | -7% | |||
| 27 | $MSFT | MICROSOFT CORP | Technology | $7.5M | 0.8% | 20K | +4% | |||
| 28 | — | SPDR SERIES TRUST - ST STR PR SP1500 | — | $7.2M | 0.7% | 79K | +216% | |||
| 29 | $AMZN | AMAZON COM INC | Consumer Discretionary | $7.0M | 0.7% | 29K | +31% | |||
| 30 | — | SPDR SERIES TRUST - ST STR NUVEE ETF | — | $6.9M | 0.7% | 150K | -0.2% | |||
| 31 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $6.8M | 0.7% | 9,461 | +144% | |||
| 32 | $MU | MICRON TECHNOLOGY INC | Technology | $6.8M | 0.7% | 5,874 | +213% | |||
| 33 | — | ISHARES TR - USD GRN BOND ETF | — | $6.7M | 0.7% | 141K | +0.6% | |||
| 34 | $LRCX | LAM RESEARCH CORP | Technology | $6.5M | 0.7% | 15K | +131% | |||
| 35 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $6.3M | 0.6% | 121K | +16% | |||
| 36 | $WDC | WESTERN DIGITAL CORP | Technology | $6.2M | 0.6% | 9,750 | +319% | |||
| 37 | $SNPS | SYNOPSYS INC | Technology | $6.0M | 0.6% | 89K | +22% | |||
| 38 | — | ISHARES TR - CORE 1 5 YR USD | — | $6.0M | 0.6% | 124K | +9% | |||
| 39 | $IVZ | Invesco Ltd. | Financials | $5.9M | 0.6% | 251K | +6% | |||
| 40 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $5.8M | 0.6% | 210K | +16% | |||
| 41 | — | ISHARES TR - US TREAS BD ETF | — | $5.5M | 0.6% | 240K | -2% | |||
| 42 | — | VANGUARD BD INDEX FDS - LONG TERM BOND | — | $5.3M | 0.6% | 77K | +18% | |||
| 43 | $GOOGL | Alphabet Inc. | Technology | $5.3M | 0.6% | 15K | +12% | |||
| 44 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $5.3M | 0.6% | 9,181 | +226% | |||
| 45 | — | FIRST TR EXCH TRADED FD III - LNG/SHT EQUITY | — | $5.2M | 0.5% | 71K | +25% | |||
| 46 | $SIVR | abrdn Silver ETF Trust | Financials | $5.2M | 0.5% | 93K | +20% | |||
| 47 | — | ISHARES TR - LONG TERM MUNI | — | $4.9M | 0.5% | 97K | +6% | |||
| 48 | $INTC | INTEL CORP | Technology | $4.9M | 0.5% | 35K | New | |||
| 49 | — | ISHARES TR - CORE S&P500 ETF | — | $4.8M | 0.5% | 6,470 | +112% | |||
| 50 | — | J P MORGAN EXCHANGE TRADED F - HIGH YIELD MUNI | — | $4.7M | 0.5% | 94K | +3% | |||
| 51 | $KLAC | KLA CORP | Technology | $4.7M | 0.5% | 16K | +3173% | |||
| 52 | $IVZ | Invesco Ltd. | Financials | $4.6M | 0.5% | 28K | New | |||
| 53 | $AVGO | Broadcom Inc. | Technology | $4.6M | 0.5% | 12K | -4% | |||
| 54 | $STX | Seagate Technology Holdings plc | Technology | $4.5M | 0.5% | 4,662 | New | |||
| 55 | — | ISHARES TR - ESG AWRE 1 5 YR | — | $4.4M | 0.5% | 177K | +1% | |||
| 56 | — | VANGUARD INDEX FDS - VALUE ETF | — | $4.4M | 0.5% | 20K | -3% | |||
| 57 | $CIEN | CIENA CORP | Technology | $4.3M | 0.5% | 8,854 | +172% | |||
| 58 | $GLW | CORNING INC /NY | Materials | $4.3M | 0.4% | 17K | +344% | |||
| 59 | — | EA SERIES TRUST - ALPHA ARCHITECT | — | $4.3M | 0.4% | 47K | +36% | |||
| 60 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $4.1M | 0.4% | 2,055 | +735% | |||
| 61 | — | FRANKLIN TEMPLETON ETF TR - MUNICIPAL GRN BD | — | $4.0M | 0.4% | 166K | +11% | |||
| 62 | $PANW | Palo Alto Networks Inc | Technology | $3.9M | 0.4% | 11K | New | |||
| 63 | — | MORGAN STANLEY ETF TRUST - CALVE INDEX ETF | — | $3.9M | 0.4% | 45K | +39% | |||
| 64 | $LITE | Lumentum Holdings Inc. | Technology | $3.8M | 0.4% | 4,436 | +282% | |||
| 65 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | — | $3.8M | 0.4% | 41K | +86% | |||
| 66 | $IVZ | Invesco Ltd. | Financials | $3.7M | 0.4% | 17K | +173% | |||
| 67 | — | SPDR SERIES TRUST - ST STR SP600 SML | — | $3.7M | 0.4% | 64K | -21% | |||
| 68 | $SGOL | abrdn Gold ETF Trust | Financials | $3.7M | 0.4% | 97K | +2% | |||
| 69 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $3.7M | 0.4% | 52K | -22% | |||
| 70 | $COHR | COHERENT CORP. | Technology | $3.7M | 0.4% | 9,344 | +206% | |||
| 71 | — | SPDR SERIES TRUST - ST PORT HIGH ETF | — | $3.7M | 0.4% | 156K | +10% | |||
| 72 | $MRVL | Marvell Technology, Inc. | Technology | $3.6M | 0.4% | 12K | New | |||
| 73 | — | ISHARES TR - CORE S&P US GWT | — | $3.5M | 0.4% | 19K | +20% | |||
| 74 | $DELL | Dell Technologies Inc. | Technology | $3.4M | 0.3% | 7,927 | New | |||
| 75 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $3.4M | 0.3% | 7,108 | -2% | |||
| 76 | — | ISHARES INC - MSCI EMRG CHN | — | $3.3M | 0.3% | 32K | +91% | |||
| 77 | $HPE | Hewlett Packard Enterprise Co | Technology | $3.1M | 0.3% | 70K | New | |||
| 78 | $TER | TERADYNE, INC | Technology | $3.1M | 0.3% | 6,341 | New | |||
| 79 | $LLY | ELI LILLY & Co | Healthcare | $3.0M | 0.3% | 2,515 | +28% | |||
| 80 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $3.0M | 0.3% | 38K | +75% | |||
| 81 | — | ISHARES TR - CORE S&P SCP ETF | — | $3.0M | 0.3% | 20K | +9% | |||
| 82 | $ARM | ARM HOLDINGS PLC /UK | Technology | $2.8M | 0.3% | 7,850 | New | |||
| 83 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $2.8M | 0.3% | 47K | +141% | |||
| 84 | $JPM | JPMORGAN CHASE & CO | Financials | $2.7M | 0.3% | 8,159 | +14% | |||
| 85 | — | ISHARES TR - ESG SELECT SCRE | — | $2.7M | 0.3% | 51K | +42% | |||
| 86 | — | ISHARES TR - ESG AWARE MSCI | — | $2.6M | 0.3% | 47K | +18% | |||
| 87 | — | AMERICAN CENTY ETF TR - AVANTIS US LARG | — | $2.6M | 0.3% | 29K | +24% | |||
| 88 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $2.6M | 0.3% | 11K | -0.7% | |||
| 89 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $2.4M | 0.3% | 20K | +15% | |||
| 90 | — | SCHWAB STRATEGIC TR - US TIPS ETF | — | $2.4M | 0.3% | 92K | -5% | |||
| 91 | — | SPDR SERIES TRUST - SPDR S&P 500 ESG | — | $2.4M | 0.3% | 33K | +6% | |||
| 92 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $2.3M | 0.2% | 81K | -48% | |||
| 93 | $V | VISA INC. | Financials | $2.3M | 0.2% | 6,749 | +37% | |||
| 94 | $STT | STATE STREET CORP | Financials | $2.3M | 0.2% | 52K | New | |||
| 95 | $ASML | ASML HOLDING NV | Technology | $2.3M | 0.2% | 1,146 | -2% | |||
| 96 | $CEF | Sprott Physical Gold & Silver Trust | Financials | $2.3M | 0.2% | 56K | +0.4% | |||
| 97 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | — | $2.2M | 0.2% | 21K | +10% | |||
| 98 | — | ISHARES TR - MSCI EAFE ETF | — | $2.2M | 0.2% | 21K | +5% | |||
| 99 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $2.2M | 0.2% | 14K | New | |||
| 100 | — | ISHARES TR - 0-5 YR TIPS ETF | — | $2.1M | 0.2% | 21K | +87% | |||
| 101 | — | ISHARES TR - ISHS 5-10YR INVT | — | $2.1M | 0.2% | 39K | +99% | |||
| 102 | — | ISHARES TR - ESG ADVNCD HY BD | — | $2.1M | 0.2% | 45K | +0.8% | |||
| 103 | — | ISHARES TR - CORE 40 MODE ETF | — | $2.1M | 0.2% | 42K | -41% | |||
| 104 | $JBL | JABIL INC | Technology | $2.1M | 0.2% | 5,394 | +1.0% | |||
| 105 | — | EA SERIES TRUST - STAN SU BETA ETF | — | $2.1M | 0.2% | 62K | +30% | |||
| 106 | $TSLA | Tesla, Inc. | Consumer Discretionary | $2.0M | 0.2% | 4,708 | +19% | |||
| 107 | $GLD | SPDR GOLD TRUST | Financials | $1.9M | 0.2% | 5,174 | +10% | |||
| 108 | — | NEW YORK LIFE INVESTMENTS ET - CANDRIAM US MID | — | $1.8M | 0.2% | 46K | -13% | |||
| 109 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $1.8M | 0.2% | 9,631 | New | |||
| 110 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $1.7M | 0.2% | 32K | New | |||
| 111 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | — | $1.7M | 0.2% | 19K | +441% | |||
| 112 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $1.7M | 0.2% | 19K | +54% | |||
| 113 | $CAT | CATERPILLAR INC | Industrials | $1.7M | 0.2% | 1,568 | +21% | |||
| 114 | — | TCW ETF TRUST - TRANSFRM 500 ETF | — | $1.7M | 0.2% | 19K | +1% | |||
| 115 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.6M | 0.2% | 1,699 | -2% | |||
| 116 | $TT | Trane Technologies plc | Technology | $1.6M | 0.2% | 3,233 | +2% | |||
| 117 | — | ISHARES TR - CORE MSCI TOTAL | — | $1.6M | 0.2% | 17K | -7% | |||
| 118 | — | ISHARES TR - 10-20 YR TRS ETF | — | $1.5M | 0.2% | 15K | -3% | |||
| 119 | — | BLACKROCK ETF TRUST II - ISHA GLO USD ETF | — | $1.5M | 0.2% | 30K | New | |||
| 120 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $1.5M | 0.2% | 29K | -35% | |||
| 121 | — | ISHARES TR - SYSTEMATIC BD ET | — | $1.5M | 0.2% | 17K | -2% | |||
| 122 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | — | $1.5M | 0.1% | 54K | New | |||
| 123 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $1.5M | 0.1% | 7,603 | -1% | |||
| 124 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.5M | 0.1% | 4,223 | +0.3% | |||
| 125 | $ETN | Eaton Corp plc | Industrials | $1.4M | 0.1% | 3,341 | +0.3% | |||
| 126 | — | ISHARES TR - S&P 500 GRWT ETF | — | $1.4M | 0.1% | 10K | -3% | |||
| 127 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $1.3M | 0.1% | 7,055 | New | |||
| 128 | — | SPDR SERIES TRUST - ST INTER ETF | — | $1.3M | 0.1% | 46K | -16% | |||
| 129 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $1.3M | 0.1% | 23K | +20% | |||
| 130 | $KEYS | Keysight Technologies, Inc. | Technology | $1.3M | 0.1% | 3,606 | -0.9% | |||
| 131 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $1.3M | 0.1% | 21K | +8% | |||
| 132 | $META | Meta Platforms, Inc. | Technology | $1.3M | 0.1% | 2,231 | -10% | |||
| 133 | — | SPDR SERIES TRUST - ST STR P400MID | — | $1.3M | 0.1% | 19K | +14% | |||
| 134 | — | NEW YORK LIFE INVESTMENTS ET - CANDRIAM INTL EQ | — | $1.2M | 0.1% | 32K | -3% | |||
| 135 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $1.2M | 0.1% | 34K | +316% | |||
| 136 | $WMT | Walmart Inc. | Consumer Staples | $1.2M | 0.1% | 11K | -6% | |||
| 137 | — | ISHARES TR - S&P 500 VAL ETF | — | $1.2M | 0.1% | 5,183 | -15% | |||
| 138 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.2M | 0.1% | 1,163 | +25% | |||
| 139 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.1M | 0.1% | 9,772 | +16% | |||
| 140 | $MA | Mastercard Inc | Financials | $1.1M | 0.1% | 2,173 | -9% | |||
| 141 | $QCOM | QUALCOMM INC/DE | Technology | $1.1M | 0.1% | 5,877 | +26% | |||
| 142 | $ANET | Arista Networks, Inc. | Technology | $1.1M | 0.1% | 6,271 | -3% | |||
| 143 | $FLEX | FLEX LTD. | Technology | $1.1M | 0.1% | 6,539 | +13% | |||
| 144 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.1M | 0.1% | 6,961 | +2% | |||
| 145 | $GE | GENERAL ELECTRIC CO | Industrials | $1.0M | 0.1% | 2,735 | +10% | |||
| 146 | $ABBV | AbbVie Inc. | Healthcare | $1.0M | 0.1% | 4,040 | -15% | |||
| 147 | — | ISHARES TR - 0-5YR HI YL CP | — | $1.0M | 0.1% | 24K | +66% | |||
| 148 | $HLT | Hilton Worldwide Holdings Inc. | Consumer Discretionary | $980K | 0.1% | 2,966 | -2% | |||
| 149 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $977K | 0.1% | 1,229 | -1% | |||
| 150 | $NVS | NOVARTIS AG | Healthcare | $968K | 0.1% | 6,174 | -5% |
What changed in Q2 2026
Against the previous quarter's 13F: 60 new, 180 added to, 133 trimmed, 33 sold out. Share-count changes; largest moves by dollar size first.
New positions (60)
$INTCINTEL CORP$4.9M
first bought this quarter
$STXSeagate Technology Holdings plc$4.5M
first bought this quarter
$PANWPalo Alto Networks Inc$3.9M
first bought this quarter
$MRVLMarvell Technology, Inc.$3.6M
first bought this quarter
$DELLDell Technologies Inc.$3.4M
first bought this quarter
$HPEHewlett Packard Enterprise Co$3.1M
first bought this quarter
+54 more in the Excel export
Added to (180)
now $38.8M · held 7+ qtrs, 2 adds in a row
now $34.3M · held 7+ qtrs
- VANGUARD INDEX FDS - S&P 500 ETF SHS+28%
now $49.6M
now $10.8M · held 2 qtrs, 2 adds in a row
- VANGUARD INDEX FDS - GROWTH ETF+666%
now $9.7M
- ISHARES TR - NATIONAL MUN ETF+13%
now $49.9M
+174 more in the Excel export
Trimmed (133)
- SCHWAB STRATEGIC TR - US BRD MKT ETF-48%
now $2.3M
- ISHARES TR - CORE 40 MODE ETF-41%
now $2.1M
- SCHWAB STRATEGIC TR - US LCAP VA ETF-82%
now $285K
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT-22%
now $3.7M
- ISHARES TR - CORE UNIVRSL USD-9%
now $11.2M
- SPDR SERIES TRUST - ST STR SP600 SML-21%
now $3.7M
+127 more in the Excel export
Sold out (33)
$IBITiShares Bitcoin Trust ETFwas $9.4M
held 1 qtr
- ISHARES TRwas $2.3M
- SCHWAB STRATEGIC TRwas $1.3M
- VANGUARD WORLD FDwas $1.2M
- SCHWAB STRATEGIC TRwas $487K
- ISHARES TRwas $455K
+27 more in the Excel export
Holdings by quarter
Every 13F SEEDS INVESTOR LLC has filed, 10 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 12, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of SEEDS INVESTOR's top 20 holdings: 78/100 (our AI quality score, weighted by position size; 14 of the 20 are scored)
Top 10 since filing
-1.8%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 24% over the last 4
Top 10 weight
33%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
78%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
SEEDS INVESTOR LLC disclosed 379 positions worth $973.3M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 60 new positions and exited 33 — including a new stake in $INTC and a full exit from $IBIT. The portfolio is most concentrated in Other (67.2% of disclosed assets). All figures are sourced directly from SEEDS INVESTOR LLC’s Form 13F-HR filing with the SEC under CIK 2021047.
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AI-Powered Hedge Fund Analysis: SEEDS INVESTOR LLC
13F Pro is an AI hedge fund tracker and stock research platform. For SEEDS INVESTOR LLC (SEC CIK: 2021047), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in SEEDS INVESTOR LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.