StockDriftsStockDriftsTop 50 Seeds Investor LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 5.6% | 147.3K | $54.5M | +4.71%(+6.62K) | $271.93(+40.49%) | 2026-06-30 | |
| MUB | ISHARES TR | 5.13% | 463.9K | $49.9M | +13.37%(+54.72K) | $106.83(-0.82%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 5.09% | 72.2K | $49.6M | +27.89%(+15.74K) | $583.72(+21.81%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.99% | 52.7K | $38.8M | +1371.10%(+49.10K) | $636.20(+13.30%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.53% | 45.9K | $34.3M | +227.40%(+31.91K) | $655.66(+17.98%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 2.09% | 403.0K | $20.3M | +8.64%(+32.06K) | $39.34(+31.50%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 2.08% | 417.9K | $20.2M | +12.16%(+45.31K) | $48.76(-1.88%) | 2026-06-30 | |
| VTES | VANGUARD WELLINGTON FD | 2.06% | 198.2K | $20.1M | +2.13%(+4.14K) | $100.83(+0.02%) | 2026-06-30 | |
| VTEI | VANGUARD MUN BD FDS | 1.7% | 163.5K | $16.5M | -0.06%(-103) | $99.06(+0.50%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.69% | 56.8K | $16.4M | +14.51%(+7.20K) | $229.48(+33.64%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +31.08% |
| Top 20 Holdings Unweighted | — | — | — | — | +38.86% |
Seeds Investor LLC reports $973.32M in US-listed equity holdings across 379 positions in its most recent 13F filing. Its largest disclosed positions are VTI (5.6%), MUB (5.1%) and VOO (5.1%). The top 20 holdings account for 45.57% of reported assets. Its disclosed equity book has returned +31.08% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Seeds Investor LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2021047). View Seeds Investor LLC’s 13F filings on SEC