1y return+13.4%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $134 against $157 in the S&P 500.2
Seeds Investor LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VTIVanguard Index Fds | $54.5M | 5.6% | +4.7% |
| MUBIshares Tr | $49.9M | 5.1% | +13.4% |
| VOOVanguard Index Fds | $49.6M | 5.1% | +27.9% |
| QQQInvesco Qqq Tr | $38.8M | 4.0% | +1371.1% |
| SPYState Str Spdr S&p 500 Etf T | $34.3M | 3.5% | +227.4% |
| SPDWSpdr Index Shs Fds | $20.3M | 2.1% | +8.6% |
| BNDXVanguard Charlotte Fds | $20.2M | 2.1% | +12.2% |
| VTESVanguard Wellington Fd | $20.1M | 2.1% | +2.1% |
| VTEIVanguard Mun Bd Fds | $16.5M | 1.7% | |
| AAPLApple Inc | $16.4M | 1.7% | +14.5% |
| EUSBIshares Tr | $15.9M | 1.6% | −1.0% |
| NVDANvidia Corporation | $13.9M | 1.4% | +4.2% |
| DFSBDimensional Etf Trust | $13.5M | 1.4% | |
| VEUVanguard Intl Equity Index F | $13.0M | 1.3% | |
| IAUIshares Gold Tr | $12.3M | 1.3% | +19.9% |
| IUSBIshares Tr | $11.2M | 1.2% | −8.6% |
| MBBIshares Tr | $11.1M | 1.1% | +4.0% |
| SNDKSandisk Corp | $10.8M | 1.1% | +1132.0% |
| SPYXSpdr Series Trust | $10.6M | 1.1% | +21.6% |
| BIVVanguard Bd Index Fds | $10.4M | 1.1% | −7.5% |
| IJHIshares Tr | $10.1M | 1.0% | +59.3% |
| TFLOIshares Tr | $10.1M | 1.0% | +19.3% |
| VUGVanguard Index Fds | $9.7M | 1.0% | +27.6% |
| JMSIJ P Morgan Exchange Traded F | $8.9M | 0.9% | +4.9% |
| GOOGAlphabet Inc | $8.3M | 0.8% | +5.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $6.5M |
| AMATApplied Matls Inc | December 31, 2023 | +346.1% | $6.8M |
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $13.9M |
| WDCWestern Digital Corp | December 31, 2025 | +270.8% | $6.2M |
| GOOGAlphabet Inc | June 30, 2024 | +92.6% | $8.3M |
| VOOVanguard Index Fds | December 31, 2023 | +57.2% | $49.6M |
| AMZNAmazon Com Inc | December 31, 2023 | +56.9% | $7.0M |
| QQQInvesco Qqq Tr | June 30, 2024 | +53.7% | $38.8M |
| IAUIshares Gold Tr | September 30, 2024 | +51.9% | $12.3M |
| AAPLApple Inc | December 31, 2023 | +50.3% | $16.4M |
Sold off last quarter
- IBITIshares Bitcoin Trust Etf was $9.4M
- IAGGIshares Tr was $2.3M
- SCHXSchwab Strategic Tr was $1.3M
- ESGVVanguard World Fd was $1.2M
- SCHESchwab Strategic Tr was $487K
- USMVIshares Tr was $455K
- VXFVanguard Index Fds was $428K
- JSCPJ P Morgan Exchange Traded F was $422K
- VGITVanguard Scottsdale Fds was $387K
- GGGGraco Inc was $343K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.7% | +14.8% |
| March 31, 2026 | −1.5% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +5.2% | +7.8% |
| June 30, 2025 | +6.2% | +10.5% |
| March 31, 2025 | −2.3% | −4.6% |
| December 31, 2024 | −0.9% | +2.1% |
| September 30, 2024 | +5.7% | +5.4% |
| June 30, 2024 | +1.0% | +4.0% |
| March 31, 2024 | +7.4% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Seeds Investor LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2021047&type=13F-HR&dateb=&owner=include&count=40CIK 2021047
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2021047/000202104726000005/Filed August 12, 2026 · accession 0002021047-26-000005