SEEDS INVESTOR LLC

Registered adviser

CIK

2021047

Location

NEW YORK, NY

Portfolio Value

Small $973,655,096

Diversification

Diversified

Filing Date

Global Rank

#2,458 / 8,811 ▲ 680

Top Industry

Semiconductors 17.3%

Period ended 4 months ago

Filed Aug 12, 2026 · 2mo

11 quarters · since Dec 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 308909

Roster of Oct 1, 2026

Regulatory AUM

$1,001,233,189

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$1,001,233,189	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$485,628,448	Individuals and high net worth (100%)
Apr 2024 to Mar 2025	$165,456,769	Other investment advisers (100%)
May 2023 to Mar 2024	$71,738,816	Other investment advisers (100%)
Apr 2023	$71,738,816	Other investment advisers (100%)
May 2022 to Mar 2023	$33,832,951	Other investment advisers (100%)

1 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 51.5%, 16.9 effective positions, active share 70.7% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

23.6% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 7.3 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 70.7%; sector active share 62.2% against the combined 13F book's sector weights.

Over time 11 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

379 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

18.5%

+2.0 pts

Top 5

41.4%

+9.8 pts

Top 10

51.5%

+5.5 pts

HHI

593

Diversified+171

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	71.6%	$697,259,908	160
Technology	16.0%	$156,014,002	50
Financial Services	3.0%	$29,203,192	42
Industrials	2.3%	$22,101,161	34
Communication Services	2.0%	$19,165,561	12
Consumer Cyclical	1.9%	$18,810,641	20
Healthcare	1.5%	$14,922,423	28
Consumer Defensive	0.8%	$7,351,782	11
Real Estate	0.2%	$2,433,447	5
Utilities	0.2%	$2,249,775	6
Energy	0.2%	$2,111,724	5
Basic Materials	0.2%	$2,031,480	6

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VUG	VANGUARD GROWTH INDEX FUND	+97,979	112,693	$9,707,375
MUB	iShares National Muni Bond ETF	+54,718	463,913	$49,926,317
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	+53,831	78,802	$7,154,433
QQQ	Invesco Qqq Trust, Series 1	+49,099	52,680	$38,793,552
IJH	iShares Core S&P Mid-Cap ETF	+48,610	130,566	$10,067,944
BNDX	Vanguard Total International Bond ETF	+45,311	417,926	$20,240,156
TFLO	iShares Treasury Floating Rate Bond ETF	+32,090	198,773	$10,063,876
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	+32,057	403,044	$20,309,387
SPY	Spdr S&P 500 ETF Trust	+31,913	45,947	$34,311,841
—		+30,774	173,168	$10,580,564
SCHF	Schwab International Equity ETF	+28,165	209,550	$5,804,535
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	+27,711	47,339	$2,755,129
IAU	Ishares Gold Trust	+26,994	162,857	$12,297,332
SCHA	Schwab U.S. Small-Cap ETF	+25,849	34,029	$1,229,467
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	+19,624	39,499	$2,100,161
AVLV	Avantis U.S. Large Cap Value ETF	+19,115	41,344	$3,770,986
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	+16,969	120,883	$6,259,321
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+16,362	38,042	$3,006,459
VWOB	VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND	+16,036	89,098	$5,990,949
FLMB	Franklin Municipal Green Bond ETF	+15,942	165,782	$3,987,057
VOO	VANGUARD 500 INDEX FUND	+15,738	72,166	$49,564,330
AVDE	Avantis International Equity ETF	+15,565	19,098	$1,703,541
EMXC	iShares MSCI Emerging Markets ex China ETF	+15,367	32,325	$3,306,847
SIVR	abrdn Silver ETF Trust	+15,317	93,002	$5,228,572
KLAC	Kla Corp	+15,135	15,612	$4,710,296
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHB	Schwab U.S. Broad Market ETF	−74,263	81,072	$2,347,845
SCHV	Schwab U.S. Large-Cap Value ETF	−37,160	8,179	$284,710
AOM	iShares Core 40/60 Moderate Allocation ETF	−28,930	41,898	$2,090,291
IUSB	iShares Core Universal USD Bond ETF	−22,885	242,729	$11,201,943
—		−17,290	64,386	$3,713,140
BINC		−15,828	29,052	$1,520,581
VEA	Vanguard FTSE Developed Markets ETF	−14,878	51,751	$3,687,258
SLQD	iShares 0-5 Year Investment Grade Corporate Bond ETF	−12,294	4,303	$216,742
BIV	Vanguard Bond Index Funds	−10,972	135,734	$10,410,797
SPTI	State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	−8,362	45,516	$1,292,199
DFUV	Dimensional U.S. Marketwide Value ETF	−7,628	11,285	$620,787
IQSM	NYLIM Candriam U.S. Mid Cap Equity ETF	−6,740	46,325	$1,843,549
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	−5,819	16,784	$848,934
EFV	iShares MSCI EAFE Value ETF	−5,281	4,960	$379,688
GOVT	iShares U.S. Treasury Bond ETF	−5,113	240,454	$5,477,542
SCHP	Schwab U.S. TIPS ETF	−4,921	91,679	$2,429,493
EFG	iShares MSCI EAFE Growth ETF	−4,386	3,165	$393,789
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	−4,382	9,328	$726,744
IEMG	iShares Trust	−4,028	9,134	$756,660
EUSB	iShares ESG Advanced Universal USD Bond ETF	−3,764	366,740	$15,934,853
SCHG	Schwab U.S. Large-Cap Growth ETF	−3,274	7,112	$240,670
THRO		−3,183	6,578	$283,577
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	−2,865	7,603	$355,896
ICVT	iShares Convertible Bond ETF	−2,560	5,126	$624,039
BAI	BlackRock ETF Trust	−2,360	6,822	$359,655
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	35,096	$4,900,454
SPMO	Invesco Ltd.	28,212	$4,557,366
STX	Seagate Technology Holdings plc	4,662	$4,498,830
PANW	Palo Alto Networks Inc	11,375	$3,879,102
MRVL	Marvell Technology, Inc.	11,940	$3,556,806
DELL	Dell Technologies Inc.	7,927	$3,420,183
HPE	Hewlett Packard Enterprise Co	69,763	$3,147,008
TER	Teradyne, Inc	6,341	$3,068,029
ARM	Arm Holdings PLC /Uk	7,850	$2,783,374
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	51,967	$2,288,107
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	13,558	$2,151,112
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	9,631	$1,783,950
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	32,307	$1,715,824
GGOV		30,318	$1,524,692
IALT		53,747	$1,507,603
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	7,055	$1,344,118
EFAV	iShares MSCI EAFE Min Vol Factor ETF	9,419	$826,140
ICSH	iShares Ultra Short Duration Bond Active ETF	15,361	$776,959
BIO	Bio-Rad Laboratories, Inc.	2,570	$754,577
—		5,090	$672,999
FLBL	Franklin Senior Loan ETF	24,128	$553,013
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	4,887	$533,025
VNQ	VANGUARD REAL ESTATE INDEX FUND	5,358	$516,671
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	4,256	$508,677
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	5,895	$487,221
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
IBIT	iShares Bitcoin Trust ETF	223,516	$8,587,484
SCHX	Schwab U.S. Large-Cap ETF	48,590	$1,245,847
ESGV	VANGUARD ESG U.S. STOCK ETF	9,735	$1,092,948
SCHE	Schwab Emerging Markets Equity ETF	13,791	$454,413
JSCP	JPMorgan Short Duration Core Plus ETF	8,911	$421,490
—		1,945	$400,281
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	6,492	$386,598
GGG	Graco Inc	3,916	$331,489
TM	Toyota Motor Corp/	1,478	$304,601
COWG	Pacer US Large Cap Cash Cows Growth Leaders ETF	8,773	$295,992
ACN	Accenture plc	1,420	$281,571
SCI	Service Corp International	3,162	$260,896
PYPL	PayPal Holdings, Inc.	5,031	$227,552
BNDW	Vanguard Scottsdale Funds	3,321	$226,990
ICE	Intercontinental Exchange, Inc.	1,415	$222,551
ECL	Ecolab Inc.	835	$222,126
JXN	Jackson Financial Inc.	1,946	$205,731
CMCSA	Comcast Corp	7,160	$205,563
BWA	Borgwarner Inc	3,761	$204,071
GNR	State Street(R) SPDR(R) S&P(R) Global Natural Resources ETF	2,692	$201,011
XENE	Xenon Pharmaceuticals Inc.	3,423	$199,047
HON	Honeywell International Inc	876	$198,002
OGS	ONE Gas, Inc.	2,253	$194,050
EWJ	iShares MSCI Japan ETF	2,276	$192,185
REZI	Resideo Technologies, Inc.	5,227	$176,202
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

379 tracked positions · $973,655,096 total · filing declares 379 positions · $973,316,769 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 379 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	147,295	+6,621	$54,505,041	+20.8%	9	unpriced	5.60%
MUB	iShares National Muni Bond ETF	Added	463,913	+54,718	$49,926,317	—	11	before history	5.13%
VOO	VANGUARD 500 INDEX FUND	Added	72,166	+15,738	$49,564,330	+47.0%	11	before history	5.09%
QQQ	Invesco Qqq Trust, Series 1	Added	52,680	+49,099	$38,793,552	+1776.9%	9	$673.70	3.98%
SPY	Spdr S&P 500 ETF Trust	Added	45,947	+31,913	$34,311,841	+275.9%	9	$677.66	3.52%
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	Added	403,044	+32,057	$20,309,387	+19.9%	11	before history	2.09%
BNDX	Vanguard Total International Bond ETF	Added	417,926	+45,311	$20,240,156	+13.0%	7	$49.03	2.08%
VTES	VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF	Added	198,242	+4,138	$20,083,897	+2.3%	7	$100.75	2.06%
VTEI	VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF	Reduced	163,498	-103	$16,508,393	+1.0%	5	$98.94	1.70%
AAPL	Apple Inc. Technology	Added	56,790	+7,197	$16,432,754	+30.6%	11	before history	1.69%
EUSB	iShares ESG Advanced Universal USD Bond ETF	Reduced	366,740	-3,764	$15,934,853	—	11	before history	1.64%
NVDA	Nvidia Corp Technology	Added	69,387	+2,766	$13,883,644	+19.5%	11	before history	1.43%
DFSB	Dimensional Global Sustainability Fixed Income ETF	Added	258,358	+1,415	$13,463,035	+1.3%	7	$52.22	1.38%
VEU	Vanguard International Equity Index Funds	Reduced	154,891	-499	$12,972,121	+11.2%	9	$59.40	1.33%
IAU	Ishares Gold Trust	Added	162,857	+26,994	$12,297,332	+2.7%	8	$61.25	1.26%
IUSB	iShares Core Universal USD Bond ETF	Reduced	242,729	-22,885	$11,201,943	—	2	unpriced	1.15%
MBB	iShares MBS ETF	Added	117,931	+4,538	$11,146,838	—	2	unpriced	1.14%
SNDK	Sandisk Corp Technology	Added	4,731	+4,347	$10,757,016	+4309.2%	2	$1,357.49	1.10%
		Added	173,168	+30,774	$10,580,564	+40.1%	5	$53.90	1.09%
BIV	Vanguard Bond Index Funds	Reduced	135,734	-10,972	$10,410,797	−8.1%	11	before history	1.07%
IJH	iShares Core S&P Mid-Cap ETF	Added	130,566	+48,610	$10,067,944	—	11	before history	1.03%
TFLO	iShares Treasury Floating Rate Bond ETF	Added	198,773	+32,090	$10,063,876	—	8	unpriced	1.03%
VUG	VANGUARD GROWTH INDEX FUND	Added	112,693	+97,979	$9,707,375	+806.3%	10	unpriced	1.00%
JMSI	JPMorgan Sustainable Municipal Income ETF	Added	177,353	+8,290	$8,945,685	+6.4%	7	$50.18	0.92%
GOOG	Alphabet Inc. Communication Services	Added	23,383	+1,268	$8,261,915	+30.2%	9	$288.82	0.85%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	11,075	-831	$7,789,490	+6.1%	9	$547.91	0.80%
MSFT	Microsoft Corp Technology	Added	19,974	+776	$7,450,701	+4.8%	11	before history	0.77%
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	Added	78,802	+53,831	$7,154,433	+262.4%	2	$86.29	0.73%
AMZN	Amazon Com Inc Consumer Cyclical	Added	29,411	+6,945	$7,009,817	+49.8%	11	before history	0.72%
		Reduced	149,733	-242	$6,857,771	+0.9%	5	$44.64	0.70%
AMAT	Applied Materials Inc /De Technology	Added	9,461	+5,591	$6,840,303	+417.1%	11	before history	0.70%
MU	Micron Technology Inc Technology	Added	5,874	+3,995	$6,780,299	+968.1%	2	$635.32	0.70%
BGRN	iShares USD Green Bond ETF	Added	140,678	+850	$6,678,406	—	7	unpriced	0.69%
LRCX	Lam Research Corp Technology	Added	14,960	+8,495	$6,482,616	+369.3%	11	before history	0.67%
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	Added	120,883	+16,969	$6,259,321	+28.4%	8	$44.81	0.64%
WDC	Western Digital Corp Technology	Added	9,750	+7,423	$6,227,520	+889.4%	3	$419.08	0.64%
VWOB	VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND	Added	89,098	+16,036	$5,990,949	+24.8%	7	$66.31	0.62%
ISTB	iShares Core 1-5 Year USD Bond ETF	Added	123,851	+10,120	$5,975,810	—	10	unpriced	0.61%
PZA	Invesco National AMT-Free Municipal Bond ETF	Added	251,214	+13,965	$5,908,553	+8.4%	7	$23.61	0.61%
SCHF	Schwab International Equity ETF	Added	209,550	+28,165	$5,804,535	+29.3%	2	$25.64	0.60%
GOVT	iShares U.S. Treasury Bond ETF	Reduced	240,454	-5,113	$5,477,542	—	2	unpriced	0.56%
BLV	VANGUARD LONG-TERM BOND INDEX FUND	Added	77,492	+11,754	$5,341,523	+18.1%	2	$69.63	0.55%
GOOGL	Alphabet Inc. Communication Services	Added	14,928	+1,543	$5,334,819	+38.6%	10	$246.26	0.55%
AMD	Advanced Micro Devices Inc Technology	Added	9,181	+6,365	$5,333,334	+831.0%	10	$337.24	0.55%
FTLS	First Trust Long/Short Equity ETF	Added	70,890	+14,098	$5,231,682	+30.9%	3	$71.24	0.54%
SIVR	abrdn Silver ETF Trust	Added	93,002	+15,317	$5,228,572	−6.0%	7	$42.76	0.54%
LMUB	iShares Long-Term National Muni Bond ETF	Added	96,615	+5,297	$4,948,620	—	2	unpriced	0.51%
INTC	Intel Corp Technology	NEW	35,096	NEW	$4,900,454	NEW	1	$101.12	0.50%
IVV	iShares Core S&P 500 ETF	Added	6,470	+3,420	$4,845,318	—	3	unpriced	0.50%
JMHI	JPMorgan High Yield Municipal ETF	Added	93,682	+2,570	$4,743,400	+4.5%	7	$50.40	0.49%

Showing the top 50 of 379 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.