Seeds Investor LLC

13F filer · CIK 0002021047

Reported Aug 12, 2026

Net buyer this quarter

13F portfolio value$973MU.S. long equity reported on 13F

Positions23335 new · 18 closed

Net flow last quarter+$74.3MBuys minus sells

Top 10 positions weight16.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 2026233 positions
QQQInvesco QQQ Trust, Series 1	$38.8M	3.99%	Not reported	+1371.1%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$34.3M	3.53%	Not reported	+227.4%	Q2 2024
AAPLApple Inc.	$16.4M	1.69%	0.00%	+14.5%	Q4 2023
NVDANvidia Corp	$13.9M	1.43%	0.00%	+4.2%	Q4 2023
IAUIshares Gold Trust	$12.3M	1.26%	0.02%	+19.9%	Q3 2024
SNDKSandisk Corp	$10.8M	1.11%	0.00%	+1132.0%	Q1 2026
SPYXSmartpay Express, Inc.	$10.6M	1.09%	Not reported	+21.6%	Q2 2025
GOOGAlphabet Inc.	$8.26M	0.85%	Not reported	+5.7%	Q2 2024
MDYSPDR S&P Midcap 400 ETF Trust	$7.79M	0.80%	Not reported	-7.0%	Q2 2024
MSFTMicrosoft Corp	$7.45M	0.77%	0.00%	+4.0%	Q4 2023
AMZNAmazon Com Inc	$7.01M	0.72%	0.00%	+30.9%	Q4 2023
AMATApplied Materials Inc	$6.84M	0.70%	0.00%	+144.5%	Q4 2023
MUMicron Technology Inc	$6.78M	0.70%	0.00%	+212.6%	Q1 2026
LRCXLam Research Corp	$6.48M	0.67%	0.00%	+131.4%	Q4 2023
WDCWestern Digital Corp	$6.23M	0.64%	0.00%	+319.0%	Q4 2025
GOOGLAlphabet Inc.	$5.33M	0.55%	0.00%	+11.5%	Q1 2024
AMDAdvanced Micro Devices Inc	$5.33M	0.55%	0.00%	+226.0%	Q1 2024
SIVRabrdn Silver ETF Trust	$5.23M	0.54%	0.13%	+19.7%	Q4 2024
INTCIntel Corp	$4.9M	0.50%	0.00%	New	Q2 2026
KLACKla Corp	$4.71M	0.48%	0.00%	+227.3%	Q4 2023
AVGOBroadcom Inc.	$4.55M	0.47%	0.00%	-3.7%	Q1 2024
STXSeagate Technology Holdings plc	$4.5M	0.46%	0.00%	New	Q2 2026
CIENCiena Corp	$4.34M	0.45%	0.01%	+172.4%	Q4 2025
GLWCorning Inc	$4.32M	0.44%	0.00%	+344.3%	Q4 2023
FIXComfort Systems USA Inc	$4.07M	0.42%	0.01%	+735.4%	Q3 2025
PANWPalo Alto Networks Inc	$3.88M	0.40%	0.00%	New	Q2 2026
LITELumentum Holdings Inc.	$3.81M	0.39%	0.01%	+281.8%	Q1 2026
SGOLabrdn Gold ETF Trust	$3.7M	0.38%	0.06%	+1.5%	Q1 2026
COHRCoherent Corp.	$3.69M	0.38%	0.00%	+206.0%	Q3 2025
MRVLMarvell Technology, Inc.	$3.56M	0.37%	0.00%	New	Q2 2026
DELLDell Technologies Inc.	$3.42M	0.35%	0.00%	New	Q2 2026
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.39M	0.35%	0.00%	-1.7%	Q4 2023
EMXCEmax Holdings Corp	$3.31M	0.34%	Not reported	+90.6%	Q1 2026
HPEHewlett Packard Enterprise Co	$3.15M	0.32%	0.01%	New	Q2 2026
TERTeradyne, Inc	$3.07M	0.32%	0.00%	New	Q2 2026
LLYELI LILLY & Co	$3.02M	0.31%	0.00%	+28.2%	Q1 2024
ARMArm Holdings PLC	$2.78M	0.29%	0.00%	New	Q2 2026
JPMJPMorgan Chase & Co	$2.67M	0.27%	0.00%	+14.0%	Q4 2023
VVisa Inc.	$2.32M	0.24%	0.00%	+36.7%	Q1 2024
ASMLAsml Holding NV	$2.28M	0.23%	0.00%	-2.1%	Q1 2024
CEFSprott Physical Gold & Silver Trust	$2.26M	0.23%	0.03%	+0.4%	Q1 2026
JBLJabil Inc	$2.08M	0.21%	0.01%	+1.0%	Q4 2023
TSLATesla, Inc.	$1.98M	0.20%	0.00%	+18.7%	Q4 2023
GLDSPDR Gold Trust	$1.91M	0.20%	0.00%	+9.7%	Q4 2024
CATCaterpillar Inc	$1.67M	0.17%	0.00%	+20.6%	Q3 2024
COSTCostco Wholesale Corp	$1.59M	0.16%	0.00%	-2.0%	Q1 2024
TTTrane Technologies plc	$1.59M	0.16%	0.00%	+1.7%	Q4 2023
HDHome Depot, Inc.	$1.49M	0.15%	0.00%	+0.3%	Q4 2023
ETNEaton Corp plc	$1.42M	0.15%	0.00%	+0.3%	Q4 2023
KEYSKeysight Technologies, Inc.	$1.26M	0.13%	0.00%	-0.9%	Q4 2023

Q1 2026Reported May 11, 2026216 positions
NVDANvidia Corp	$13.1M	1.78%	0.00%	+9.9%	Q4 2023
AAPLApple Inc.	$12.8M	1.75%	0.00%	+18.2%	Q4 2023
IAUIshares Gold Trust	$12.4M	1.69%	0.02%	+6.6%	Q3 2024
SPYSPDR S&P 500 ETF Trust	$9.75M	1.33%	Not reported	-17.5%	Q2 2024
IBITiShares Bitcoin Trust ETF	$9.42M	1.28%	0.02%	New	Q1 2026
SPYXSmartpay Express, Inc.	$8.09M	1.10%	Not reported	+6.2%	Q2 2025
MDYSPDR S&P Midcap 400 ETF Trust	$7.78M	1.06%	Not reported	-7.6%	Q2 2024
MSFTMicrosoft Corp	$7.55M	1.03%	0.00%	+16.5%	Q4 2023
GOOGAlphabet Inc.	$7.31M	1.00%	Not reported	+319.2%	Q2 2024
SIVRabrdn Silver ETF Trust	$5.88M	0.80%	0.11%	-0.4%	Q4 2024
AMZNAmazon Com Inc	$5.59M	0.76%	0.00%	+79.0%	Q4 2023
AVGOBroadcom Inc.	$4.77M	0.65%	0.00%	+14.7%	Q1 2024
GOOGLAlphabet Inc.	$4.46M	0.61%	0.00%	+63.5%	Q1 2024
SGOLabrdn Gold ETF Trust	$4.4M	0.60%	0.05%	New	Q1 2026
CEFSprott Physical Gold & Silver Trust	$2.8M	0.38%	0.03%	New	Q1 2026
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.75M	0.37%	0.00%	+22.6%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$2.25M	0.31%	Not reported	+11.3%	Q2 2024
JPMJPMorgan Chase & Co	$2.23M	0.30%	0.00%	+11.3%	Q4 2023
GLDSPDR Gold Trust	$2.1M	0.29%	0.00%	-1.9%	Q4 2024
LLYELI LILLY & Co	$1.81M	0.25%	0.00%	+13.9%	Q1 2024
ASMLAsml Holding NV	$1.78M	0.24%	0.00%	+53.3%	Q1 2024
LRCXLam Research Corp	$1.76M	0.24%	0.00%	+5.1%	Q4 2023
COSTCostco Wholesale Corp	$1.69M	0.23%	0.00%	+35.1%	Q1 2024
METAMeta Platforms, Inc.	$1.64M	0.22%	Not reported	+20.6%	Q1 2024
JBLJabil Inc	$1.63M	0.22%	0.01%	+7.5%	Q4 2023
VVisa Inc.	$1.54M	0.21%	0.00%	+8.9%	Q1 2024
AMATApplied Materials Inc	$1.53M	0.21%	0.00%	+17.8%	Q4 2023
CIENCiena Corp	$1.52M	0.21%	0.00%	+138.2%	Q4 2025
TTTrane Technologies plc	$1.5M	0.20%	0.00%	-11.2%	Q4 2023
EMXCEmax Holdings Corp	$1.49M	0.20%	Not reported	New	Q1 2026
TSLATesla, Inc.	$1.44M	0.20%	0.00%	+49.9%	Q4 2023
HDHome Depot, Inc.	$1.44M	0.20%	0.00%	-8.4%	Q4 2023
WMTWalmart Inc.	$1.42M	0.19%	0.00%	+6.5%	Q1 2024
ETNEaton Corp plc	$1.34M	0.18%	0.00%	-2.2%	Q4 2023
MAMastercard Inc	$1.23M	0.17%	0.00%	-5.1%	Q1 2024
KEYSKeysight Technologies, Inc.	$1.2M	0.16%	0.00%	+36.5%	Q4 2023
NFLXNetflix Inc	$1.12M	0.15%	0.00%	+17.0%	Q2 2024
TJXTJX Companies Inc	$1.1M	0.15%	0.00%	-4.1%	Q4 2023
BSVNBank7 Corp.	$1.08M	0.15%	0.14%	New	Q1 2026
CATCaterpillar Inc	$1.03M	0.14%	0.00%	+76.9%	Q3 2024
SPMDSupermedia Inc.	$1.02M	0.14%	Not reported	+5.5%	Q2 2025
HLTHilton Worldwide Holdings Inc.	$1M	0.14%	0.00%	-18.8%	Q4 2023
ABBVAbbVie Inc.	$1M	0.14%	0.00%	+0.8%	Q3 2024
ANETArista Networks, Inc.	$998K	0.14%	0.00%	-13.7%	Q4 2023
XOMExxonMobil Holdings Corp	$997K	0.14%	0.00%	+25.5%	Q1 2024
NVSNovartis AG	$997K	0.14%	0.00%	+8.9%	Q1 2024
LOWLowes Companies Inc	$992K	0.13%	0.00%	+15.1%	Q4 2023
LITELumentum Holdings Inc.	$991K	0.13%	0.00%	New	Q1 2026
CLSCelestica Inc	$981K	0.13%	0.00%	-17.4%	Q2 2024
COHRCoherent Corp.	$957K	0.13%	0.00%	-24.4%	Q3 2025

Q4 2025Reported Jan 27, 2026196 positions
SPYSPDR S&P 500 ETF Trust	$11.6M	2.22%	Not reported	-10.4%	Q2 2024
AAPLApple Inc.	$11.4M	2.19%	0.00%	+33.5%	Q4 2023
NVDANvidia Corp	$11.3M	2.17%	0.00%	+2.4%	Q4 2023
IAUIshares Gold Trust	$10.3M	1.98%	0.02%	+6.3%	Q3 2024
MSFTMicrosoft Corp	$7.97M	1.53%	0.00%	+4.0%	Q4 2023
MDYSPDR S&P Midcap 400 ETF Trust	$7.77M	1.49%	Not reported	-8.9%	Q2 2024
SPYXSmartpay Express, Inc.	$7.53M	1.44%	Not reported	+16.9%	Q2 2025
SIVRabrdn Silver ETF Trust	$5.28M	1.01%	0.10%	+17.4%	Q4 2024
AVGOBroadcom Inc.	$3.78M	0.72%	0.00%	-0.2%	Q1 2024
AMZNAmazon Com Inc	$2.9M	0.56%	0.00%	+8.6%	Q4 2023
GOOGLAlphabet Inc.	$2.56M	0.49%	0.00%	+15.6%	Q1 2024
JPMJPMorgan Chase & Co	$2.07M	0.40%	0.00%	+4.7%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$1.98M	0.38%	Not reported	-0.4%	Q2 2024
GLDSPDR Gold Trust	$1.9M	0.36%	0.00%	+222.4%	Q4 2024
LLYELI LILLY & Co	$1.85M	0.35%	0.00%	+24.8%	Q1 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.79M	0.34%	0.00%	-0.8%	Q4 2023
GOOGAlphabet Inc.	$1.66M	0.32%	Not reported	+14.0%	Q2 2024
VVisa Inc.	$1.59M	0.30%	0.00%	+0.6%	Q1 2024
HDHome Depot, Inc.	$1.58M	0.30%	0.00%	-1.6%	Q4 2023
MAMastercard Inc	$1.44M	0.28%	0.00%	-8.1%	Q1 2024
TTTrane Technologies plc	$1.39M	0.27%	0.00%	+0.2%	Q4 2023
METAMeta Platforms, Inc.	$1.36M	0.26%	Not reported	-5.1%	Q1 2024
TSLATesla, Inc.	$1.19M	0.23%	0.00%	+2.9%	Q4 2023
WMTWalmart Inc.	$1.19M	0.23%	0.00%	+6.9%	Q1 2024
JBLJabil Inc	$1.13M	0.22%	0.00%	+1.5%	Q4 2023
CBRECbre Group, Inc.	$1.11M	0.21%	0.00%	-3.6%	Q4 2023
COSTCostco Wholesale Corp	$1.11M	0.21%	0.00%	-10.0%	Q1 2024
TJXTJX Companies Inc	$1.1M	0.21%	0.00%	+0.8%	Q4 2023
ETNEaton Corp plc	$1.09M	0.21%	0.00%	+1.8%	Q4 2023
ABBVAbbVie Inc.	$1.08M	0.21%	0.00%	+193.8%	Q3 2024
HLTHilton Worldwide Holdings Inc.	$1.07M	0.21%	0.00%	+2.6%	Q4 2023
SPGIS&P Global Inc.	$1.06M	0.20%	0.00%	+4.9%	Q4 2023
LRCXLam Research Corp	$1.05M	0.20%	0.00%	-20.5%	Q4 2023
CASYCaseys General Stores Inc	$982K	0.19%	0.00%	+2.1%	Q3 2024
ANETArista Networks, Inc.	$982K	0.19%	0.00%	-4.9%	Q4 2023
ORCLOracle Corp	$939K	0.18%	0.00%	-4.4%	Q4 2023
CLSCelestica Inc	$913K	0.18%	0.00%	-4.9%	Q2 2024
NDAQNasdaq, Inc.	$904K	0.17%	0.00%	+2.8%	Q4 2023
SPMDSupermedia Inc.	$893K	0.17%	Not reported	-19.8%	Q2 2025
QCOMQualcomm Inc	$856K	0.16%	0.00%	+10.8%	Q4 2023
BRK.BBerkshire Hathaway Inc	$845K	0.16%	Not reported	+13.8%	Q2 2024
AMATApplied Materials Inc	$844K	0.16%	0.00%	+11.5%	Q4 2023
NFLXNetflix Inc	$841K	0.16%	0.00%	+1.7%	Q2 2024
DISWalt Disney Co	$839K	0.16%	0.00%	+47.6%	Q4 2023
KLACKla Corp	$837K	0.16%	0.00%	+1.8%	Q4 2023
LOWLowes Companies Inc	$836K	0.16%	0.00%	+6.5%	Q4 2023
NVSNovartis AG	$823K	0.16%	0.00%	+7.6%	Q1 2024
ASMLAsml Holding NV	$818K	0.16%	0.00%	+22.0%	Q1 2024
HASHasbro, Inc.	$763K	0.15%	0.01%	+6.9%	Q1 2024
GEGeneral Electric Co	$748K	0.14%	0.00%	+6.4%	Q3 2024

Q3 2025Reported Nov 12, 2025184 positions
SPYSPDR S&P 500 ETF Trust	$12.6M	2.67%	Not reported	-0.8%	Q2 2024
NVDANvidia Corp	$11M	2.33%	0.00%	+2.7%	Q4 2023
IAUIshares Gold Trust	$8.73M	1.84%	0.02%	+6.4%	Q3 2024
MDYSPDR S&P Midcap 400 ETF Trust	$8.43M	1.78%	Not reported	-1.9%	Q2 2024
MSFTMicrosoft Corp	$8.21M	1.73%	0.00%	-1.6%	Q4 2023
AAPLApple Inc.	$8M	1.69%	0.00%	+6.3%	Q4 2023
SPYXSmartpay Express, Inc.	$6.29M	1.33%	Not reported	+688.8%	Q2 2025
AVGOBroadcom Inc.	$3.61M	0.76%	0.00%	-2.0%	Q1 2024
SIVRabrdn Silver ETF Trust	$2.96M	0.62%	0.10%	+147.9%	Q4 2024
AMZNAmazon Com Inc	$2.54M	0.54%	0.00%	-10.2%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$1.94M	0.41%	Not reported	+1.0%	Q2 2024
JPMJPMorgan Chase & Co	$1.94M	0.41%	0.00%	+19.5%	Q4 2023
HDHome Depot, Inc.	$1.89M	0.40%	0.00%	+8.3%	Q4 2023
GOOGLAlphabet Inc.	$1.72M	0.36%	0.00%	+12.2%	Q1 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.66M	0.35%	0.00%	+1.1%	Q4 2023
METAMeta Platforms, Inc.	$1.59M	0.34%	Not reported	-13.1%	Q1 2024
MAMastercard Inc	$1.56M	0.33%	0.00%	+12.0%	Q1 2024
VVisa Inc.	$1.54M	0.32%	0.00%	-8.6%	Q1 2024
TTTrane Technologies plc	$1.51M	0.32%	0.00%	-4.2%	Q4 2023
ORCLOracle Corp	$1.42M	0.30%	0.00%	-1.3%	Q4 2023
COSTCostco Wholesale Corp	$1.32M	0.28%	0.00%	-3.7%	Q1 2024
ETNEaton Corp plc	$1.25M	0.26%	0.00%	-3.2%	Q4 2023
ANETArista Networks, Inc.	$1.15M	0.24%	0.00%	-2.5%	Q4 2023
TSLATesla, Inc.	$1.14M	0.24%	0.00%	-0.9%	Q4 2023
CBRECbre Group, Inc.	$1.13M	0.24%	0.00%	-3.6%	Q4 2023
GOOGAlphabet Inc.	$1.13M	0.24%	Not reported	+17.7%	Q2 2024
SPMDSupermedia Inc.	$1.1M	0.23%	Not reported	+141.6%	Q2 2025
JBLJabil Inc	$1.06M	0.22%	0.00%	-2.4%	Q4 2023
NFLXNetflix Inc	$1.06M	0.22%	0.00%	-7.8%	Q2 2024
LLYELI LILLY & Co	$1.05M	0.22%	0.00%	-1.2%	Q1 2024
LRCXLam Research Corp	$1.04M	0.22%	0.00%	-0.2%	Q4 2023
WMTWalmart Inc.	$1.03M	0.22%	0.00%	+24.9%	Q1 2024
TJXTJX Companies Inc	$1.02M	0.22%	0.00%	-0.2%	Q4 2023
CASYCaseys General Stores Inc	$984K	0.21%	0.00%	-8.1%	Q3 2024
HLTHilton Worldwide Holdings Inc.	$943K	0.20%	0.00%	-3.4%	Q4 2023
SPGIS&P Global Inc.	$938K	0.20%	0.00%	-3.2%	Q4 2023
LINLinde PLC	$878K	0.19%	0.00%	+8.3%	Q4 2023
LOWLowes Companies Inc	$819K	0.17%	0.00%	+16.6%	Q4 2023
CLSCelestica Inc	$800K	0.17%	0.00%	-3.3%	Q2 2024
NDAQNasdaq, Inc.	$800K	0.17%	0.00%	-2.8%	Q4 2023
QCOMQualcomm Inc	$752K	0.16%	0.00%	-4.1%	Q4 2023
BRK.BBerkshire Hathaway Inc	$743K	0.16%	Not reported	-20.4%	Q2 2024
KLACKla Corp	$730K	0.15%	0.00%	-1.7%	Q4 2023
NVSNovartis AG	$711K	0.15%	0.00%	+2.2%	Q1 2024
ADPAutomatic Data Processing Inc	$706K	0.15%	0.00%	-8.3%	Q4 2023
GEGeneral Electric Co	$687K	0.14%	0.00%	+14.4%	Q3 2024
EAElectronic Arts Inc.	$684K	0.14%	Not reported	+1.3%	Q4 2023
MCOMoodys Corp	$684K	0.14%	0.00%	-0.1%	Q4 2023
HASHasbro, Inc.	$660K	0.14%	0.01%	+0.6%	Q1 2024
IBMInternational Business Machines Corp	$659K	0.14%	0.00%	-13.2%	Q2 2024

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