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)
| Stock | Value |
|---|---|
GWWWW GRAINGER INC | $746K |
COHRCOHERENT CORP | $745K |
MCOMOODYS CORP | $721K |
UTHUNITED THERAPEUTICS CORP DEL | $718K |
EAELECTRONIC ARTS INC | $715K |
IBMINTERNATIONAL BUSINESS MACHS | $700K |
TMOTHERMO FISHER SCIENTIFIC INC | $674K |
BACBANK AMERICA CORP | $657K |
ABTABBOTT LABS | $654K |
XOMEXXON MOBIL CORP | $641K |
SGOVISHARES TR | $638K |
KOCOCA COLA CO | $633K |
DHRDANAHER CORPORATION | $625K |
PEPPEPSICO INC | $589K |
ADPAUTOMATIC DATA PROCESSING IN | $585K |
CSCOCISCO SYS INC | $581K |
KBIAKB FINL GROUP INC | $568K |
BACVERIZON COMMUNICATIONS INC | $565K |
GSGOLDMAN SACHS GROUP INC | $551K |
KEYSKEYSIGHT TECHNOLOGIES INC | $541K |
JNJJOHNSON & JOHNSON | $517K |
USFDUS FOODS HLDG CORP | $516K |
JLLJONES LANG LASALLE INC | $510K |
RBARB GLOBAL INC | $498K |
AVDVAMERICAN CENTY ETF TR | $494K |
AMDADVANCED MICRO DEVICES INC | $484K |
RSGREPUBLIC SVCS INC | $481K |
SHESPDR SERIES TRUST | $477K |
URIUNITED RENTALS INC | $475K |
KRMAGLOBAL X FDS | $475K |
JUSTGOLDMAN SACHS ETF TR | $463K |
SMFGSUMITOMO MITSUI FINL GROUP I | $460K |
MUFGMITSUBISHI UFJ FINL GROUP IN | $460K |
NVTNVENT ELECTRIC PLC | $459K |
EWBCEAST WEST BANCORP INC | $453K |
PGPROCTER AND GAMBLE CO | $450K |
SAPSAP SE | $447K |
JCIJOHNSON CTLS INTL PLC | $446K |
ACNACCENTURE PLC IRELAND | $439K |
ESEVERSOURCE ENERGY | $439K |
SYYSYSCO CORP | $429K |
RTXRTX CORPORATION | $428K |
SHMSPDR SERIES TRUST | $423K |
CATCATERPILLAR INC | $421K |
AQLTISHARES TR | $418K |
SONYSONY GROUP CORP | $418K |
ESGEISHARES INC | $417K |
PEOEXELON CORP | $415K |
WFCWELLS FARGO CO NEW | $412K |
LINLINDE PLC | $409K |
CRMSALESFORCE INC | $406K |
IVVISHARES TR | $403K |
NYTNEW YORK TIMES CO | $397K |
TPDSOMNIGROUP INTERNATIONAL INC | $392K |
ORLYOREILLY AUTOMOTIVE INC | $392K |
NWSNEWS CORP NEW | $380K |
WTRGESSENTIAL UTILS INC | $378K |
PLDPROLOGIS INC. | $371K |
PSTGPURE STORAGE INC | $367K |
BALLBALL CORP | $365K |
AVMVAMERICAN CENTY ETF TR | $365K |
WMWASTE MGMT INC DEL | $364K |
WPMWHEATON PRECIOUS METALS CORP | $362K |
NEENEXTERA ENERGY INC | $360K |
PG4PRINCIPAL FINANCIAL GROUP IN | $357K |
PENPENUMBRA INC | $356K |
IDIINTERDIGITAL INC | $355K |
RNRRENAISSANCERE HLDGS LTD | $354K |
PRIPRIMERICA INC | $354K |
HIGHARTFORD INSURANCE GROUP INC | $354K |
SANBANCO SANTANDER SA | $353K |
DEDEERE & CO | $353K |
NBIXNEUROCRINE BIOSCIENCES INC | $353K |
RGLDROYAL GOLD INC | $350K |
ULUNILEVER PLC | $349K |
BBVABANCO BILBAO VIZCAYA ARGENTA | $349K |
CITHE CIGNA GROUP | $349K |
ABGCENCORA INC | $347K |
IVWISHARES TR | $344K |
PFGCPERFORMANCE FOOD GROUP CO | $340K |
MRKMERCK & CO INC | $334K |
ILMNILLUMINA INC | $332K |
TOLTOLL BROTHERS INC | $327K |
MHKMOHAWK INDS INC | $326K |
BURLBURLINGTON STORES INC | $325K |
UNHUNITEDHEALTH GROUP INC | $322K |
EQHEQUITABLE HLDGS INC | $321K |
CIENCIENA CORP | $319K |
RYROYAL BK CDA | $318K |
4I1PHILIP MORRIS INTL INC | $317K |
PFEPFIZER INC | $316K |
UNMUNUM GROUP | $315K |
WPCWP CAREY INC | $312K |
FLEXFLEX LTD | $308K |
COWGPACER FDS TR | $308K |
GLWCORNING INC | $307K |
FIXCOMFORT SYS USA INC | $307K |
AMGNAMGEN INC | $303K |
AVUVAMERICAN CENTY ETF TR | $302K |
CSLCARLISLE COS INC | $302K |