MondegarAI
SEEDS INVESTOR LLC

Q2 2024 · 13F-HR

SEEDS INVESTOR LLCholdings as filed

Filed 2024-08-05 · accession 0001085146-24-003469

$195.1M
Reported value
213
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVANGUARD INDEX FDS$26.9M13.8%100,702CommonNONE
46436E619EUSBISHARES TR$16.1M8.23%377,347CommonNONE
464288414MUBISHARES TR$8.4M4.30%78,770CommonNONE
921937819BIVVANGUARD BD INDEX FDS$6.6M3.40%88,453CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$6.5M3.34%110,940CommonNONE
594918104MSFTMICROSOFT CORP$6.2M3.18%13,859CommonNONE
67066G104NVDANVIDIA CORPORATION$5.3M2.74%43,187CommonNONE
46435G243SUSBISHARES TR$4.0M2.06%164,198CommonNONE
037833100AAPLAPPLE INC$4.0M2.05%18,997CommonNONE
922908736VUGVANGUARD INDEX FDS$3.2M1.66%8,663CommonNONE
78468R531EFIVSPDR SER TR$3.0M1.56%57,282CommonNONE
922908744VTVVANGUARD INDEX FDS$2.4M1.24%15,048CommonNONE
922908363VOOVANGUARD INDEX FDS$2.3M1.18%4,611CommonNONE
023135106AMZNAMAZON COM INC$2.2M1.14%11,501CommonNONE
45409B453IQSIINDEXIQ ETF TR$2.1M1.06%70,358CommonNONE
922908611VBRVANGUARD INDEX FDS$1.7M0.87%9,255CommonNONE
512807108LRCXEURLAM RESEARCH CORP$1.6M0.82%1,509CommonNONE
11135F101AVGOBROADCOM INC$1.6M0.80%977CommonNONE
437076102HDHOME DEPOT INC$1.6M0.80%4,510CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$1.4M0.69%4,121CommonNONE
46144X107INVESTMENT MANAGERS SER TR I$1.3M0.69%37,192CommonNONE
46432F859ISTBISHARES TR$1.3M0.66%27,269CommonNONE
G29183103ETNEATON CORP PLC$1.3M0.65%4,032CommonNONE
922908512VOEVANGUARD INDEX FDS$1.3M0.64%8,359CommonNONE
46090E103QQQINVESCO QQQ TR$1.2M0.64%2,587CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.2M0.63%7,100CommonNONE
45409B248IQSMINDEXIQ ETF TR$1.2M0.63%40,267CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$1.1M0.57%31,815CommonNONE
036752103ELVELEVANCE HEALTH INC$1.1M0.57%2,039CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.1M0.55%1,925CommonNONE
235851102DHRDANAHER CORPORATION$1.0M0.54%4,184CommonNONE
747525103QCOMQUALCOMM INC$1.0M0.52%5,121CommonNONE
872540109TJXTJX COS INC NEW$1.0M0.52%9,224CommonNONE
038222105AMATAPPLIED MATLS INC$1.0M0.52%4,299CommonNONE
125523100CITHE CIGNA GROUP$958,8750.49%2,901CommonNONE
921910733ESGVVANGUARD WORLD FD$940,5960.48%9,735CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$884,0200.45%1,040CommonNONE
040413106ANETEURARISTA NETWORKS INC$868,4890.45%2,478CommonNONE
92826C839VVISA INC$863,7930.44%3,291CommonNONE
46432F834IXUSISHARES TR$843,1680.43%12,480CommonNONE
548661107LOWLOWES COS INC$837,9260.43%3,801CommonNONE
384802104GWWGRAINGER W W INC$828,0060.42%918CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$825,0170.42%5,086CommonNONE
532457108LLYELI LILLY & CO$814,4910.42%900CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$795,5570.41%3,646CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$778,7790.40%1,431CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$778,5640.40%3,849CommonNONE
631103108NDAQNASDAQ INC$774,6160.40%12,855CommonNONE
254687106DISDISNEY WALT CO$767,6000.39%7,731CommonNONE
713448108PEPPEPSICO INC$754,6300.39%4,575CommonNONE
12504L109CBRECBRE GROUP INC$740,6820.38%8,312CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$734,4820.38%1,442CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$726,9740.37%3,046CommonNONE
57636Q104MAMASTERCARD INCORPORATED$724,7160.37%1,643CommonNONE
058498106BALLBALL CORP$704,7370.36%11,742CommonNONE
617700109MORNMORNINGSTAR INC$689,7740.35%2,331CommonNONE
29287L106VOTETCW ETF TRUST$664,5370.34%10,452CommonNONE
78409V104SPGIS&P GLOBAL INC$639,3240.33%1,433CommonNONE
N07059210ASMLASML HOLDING N V$636,0000.33%622CommonNONE
142339100CSLCARLISLE COS INC$633,1890.32%1,563CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$624,6040.32%2,059CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$616,3090.32%9,272CommonNONE
68389X105ORCLORACLE CORP$606,5360.31%4,296CommonNONE
92206C565BNDWVANGUARD SCOTTSDALE FDS$602,4070.31%8,859CommonNONE
464287507IJHISHARES TR$601,1540.31%10,273CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$593,2350.30%14,385CommonNONE
30303M102METAMETA PLATFORMS INC$591,0610.30%1,172CommonNONE
02072L565BOXXEA SERIES TRUST$584,5730.30%5,422CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$576,6090.30%546CommonNONE
466313103JBLJABIL INC$570,1760.29%5,241CommonNONE
02079K305GOOGLALPHABET INC$568,9340.29%3,123CommonNONE
418056107HASHASBRO INC$566,6430.29%9,686CommonNONE
931142103WMTWALMART INC$561,9290.29%8,299CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$542,3980.28%7,197CommonNONE
H84989104TEL1USDTE CONNECTIVITY LTD$535,8230.27%3,562CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$531,7870.27%9,164CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC$530,0440.27%5,272CommonNONE
285512109EAELECTRONIC ARTS INC$522,1140.27%3,747CommonNONE
191216100KOCOCA COLA CO$518,3170.27%8,143CommonNONE
12514G108CDWCDW CORP$514,0020.26%2,296CommonNONE
46435G672IAGGISHARES TR$505,4900.26%10,126CommonNONE
942622200WSOWATSCO INC$491,5000.25%1,061CommonNONE
65249B109NWSANEWS CORP NEW$482,1770.25%17,489CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$481,4970.25%3,521CommonNONE
609207105MDLZMONDELEZ INTL INC$476,6790.24%7,284CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$471,4050.24%881CommonNONE
742718109PGPROCTER AND GAMBLE CO$469,9270.24%2,849CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$465,4580.24%3,591CommonNONE
127190304CACICACI INTL INC$461,9600.24%1,074CommonNONE
66987V109NVSNOVARTIS AG$450,4700.23%4,231CommonNONE
615369105MCOMOODYS CORP$446,4320.23%1,061CommonNONE
65249B208NWSNEWS CORP NEW$445,4470.23%15,690CommonNONE
45687V106IRINGERSOLL RAND INC$440,2140.23%4,846CommonNONE
G54950103LINLINDE PLC$432,9450.22%987CommonNONE
94106L109WMWASTE MGMT INC DEL$432,7640.22%2,029CommonNONE
871829107SYYSYSCO CORP$430,4040.22%6,029CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$424,3730.22%1,099CommonNONE
388689101GPKGRAPHIC PACKAGING HLDG CO$421,5000.22%16,082CommonNONE
G6700G107NVTNVENT ELECTRIC PLC$420,7290.22%5,492CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$420,4860.22%1,320CommonNONE
30040W108ESEVERSOURCE ENERGY$410,9830.21%7,247CommonNONE
46435U663ESMLISHARES TR$409,3440.21%10,632CommonNONE
370334104GISGENERAL MLS INC$406,3520.21%6,424CommonNONE
912008109USFDUS FOODS HLDG CORP$404,9260.21%7,643CommonNONE
760759100RSGREPUBLIC SVCS INC$402,2910.21%2,070CommonNONE
031162100AMGNAMGEN INC$395,7060.20%1,266CommonNONE
482480100KLACKLA CORP$392,0640.20%476CommonNONE
64110L106NFLXNETFLIX INC$391,4300.20%580CommonNONE
911363109URIUNITED RENTALS INC$388,6000.20%601CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$388,0530.20%5,039CommonNONE
20030N101CMCSACOMCAST CORP NEW$387,2850.20%9,890CommonNONE
65339F101NEENEXTERA ENERGY INC$381,4970.20%5,388CommonNONE
98978V103ZTSZOETIS INC$378,1310.19%2,181CommonNONE
55306N104MKSIMKS INSTRS INC$376,8390.19%2,886CommonNONE
30231G102XOMEXXON MOBIL CORP$376,5620.19%3,271CommonNONE
79466L302CRMSALESFORCE INC$368,0920.19%1,432CommonNONE
892356106TSCOTRACTOR SUPPLY CO$366,3860.19%1,357CommonNONE
717081103PFEPFIZER INC$361,1640.19%12,908CommonNONE
380237107GDDYGODADDY INC$351,9290.18%2,519CommonNONE
58933Y105MRKMERCK & CO INC$344,4680.18%2,782CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$343,3390.18%844CommonNONE
48241A105KBKB FINL GROUP INC$335,9100.17%5,934CommonNONE
690742101OCOWENS CORNING NEW$335,1230.17%1,929CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$334,8940.17%2,446CommonNONE
460690100IPGINTERPUBLIC GROUP COS INC$323,6950.17%11,127CommonNONE
337738108FISVFISERV INC$322,3740.17%2,163CommonNONE
803054204SAPSAP SE$320,8030.16%1,590CommonNONE
35137L105FOXAFOX CORP$317,6880.16%9,243CommonNONE
052800109ALVAUTOLIV INC$316,7640.16%2,961CommonNONE
969904101WSMWILLIAMS SONOMA INC$315,9560.16%1,119CommonNONE
281020107EIXEDISON INTL$315,4690.16%4,393CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$312,0460.16%3,978CommonNONE
303075105FDSFACTSET RESH SYS INC$311,1340.16%762CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$310,3550.16%1,794CommonNONE
02079K107GOOGALPHABET INC$310,1070.16%1,691CommonNONE
49456B101KMIKINDER MORGAN INC DEL$308,0870.16%15,505CommonNONE
896239100TRMBTRIMBLE INC$307,3360.16%5,496CommonNONE
74164M108PRIPRIMERICA INC$306,0710.16%1,294CommonNONE
00724F101ADBEADOBE INC$304,9910.16%549CommonNONE
608190104MHKMOHAWK INDS INC$303,6260.16%2,673CommonNONE
17275R102CSCOCISCO SYS INC$303,0290.16%6,378CommonNONE
770323103RHIROBERT HALF INC.$301,0800.15%4,706CommonNONE
941848103WATWATERS CORP$294,4720.15%1,015CommonNONE
35137L204FOXFOX CORP$291,1090.15%9,091CommonNONE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$290,7700.15%26,923CommonNONE
219350105GLWCORNING INC$289,8500.15%7,461CommonNONE
G6095L109APTIV PLC$289,7780.15%4,115CommonNONE
650111107NYTNEW YORK TIMES CO$281,4590.14%5,496CommonNONE
03073E105CORCENCORA INC$281,3830.14%1,249CommonNONE
759509102RSRELIANCE INC$281,0980.14%984CommonNONE
122017106BURLBURLINGTON STORES INC$280,3200.14%1,168CommonNONE
744320102PRUPRUDENTIAL FINL INC$280,2040.14%2,391CommonNONE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$277,5530.14%20,697CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$277,3260.14%1,408CommonNONE
74340W103PLDPROLOGIS INC.$274,4740.14%2,444CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$270,1590.14%5,467CommonNONE
74624M102PPURE STORAGE INC$270,1310.14%4,207CommonNONE
038336103ATRAPTARGROUP INC$270,0400.14%1,918CommonNONE
060505104BACBANK AMERICA CORP$264,9030.14%6,661CommonNONE
81762P102NOWSERVICENOW INC$259,6010.13%330CommonNONE
464287226AGGISHARES TR$259,2060.13%2,670CommonNONE
48020Q107JLLJONES LANG LASALLE INC$256,8050.13%1,251CommonNONE
904767704UNILEVER PLC$253,4160.13%4,608CommonNONE
501044101KRKROGER CO$253,1680.13%5,070CommonNONE
025816109AXPAMERICAN EXPRESS CO$252,3510.13%1,090CommonNONE
40434L105HPQHP INC$250,2390.13%7,146CommonNONE
278865100ECLECOLAB INC$248,1460.13%1,043CommonNONE
461202103INTUINTUIT$248,0490.13%377CommonNONE
053611109AVYAVERY DENNISON CORP$241,5580.12%1,105CommonNONE
750236101RDNRADIAN GROUP INC$239,8310.12%7,712CommonNONE
29670G102WTRGESSENTIAL UTILS INC$239,1190.12%6,406CommonNONE
27579R104EWBCEAST WEST BANCORP INC$236,7990.12%3,234CommonNONE
536797103LADLITHIA MTRS INC$236,6580.12%937CommonNONE
29452E101EQHEQUITABLE HLDGS INC$235,1550.12%5,755CommonNONE
686688102ORAORMAT TECHNOLOGIES INC$234,6280.12%3,272CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$233,9910.12%526CommonNONE
243537107DECKDECKERS OUTDOOR CORP$233,2760.12%241CommonNONE
15101Q207CLSCELESTICA INC$233,2760.12%4,069CommonNONE
172755100CRUSCIRRUS LOGIC INC$232,3410.12%1,820CommonNONE
253393102DKSDICKS SPORTING GOODS INC$231,8010.12%1,079CommonNONE
92936U109WPCWP CAREY INC$229,2640.12%4,165CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$228,0210.12%1,173CommonNONE
88162G103TTEKTETRA TECH INC NEW$226,1030.12%1,106CommonNONE
G7496G103RNRRENAISSANCERE HLDGS LTD$224,3670.12%1,004CommonNONE
562750109MANHMANHATTAN ASSOCIATES INC$223,4920.11%906CommonNONE
G48833118WFRDWEATHERFORD INTL PLC$222,2470.11%1,815CommonNONE
91347P105OLEDUNIVERSAL DISPLAY CORP$220,4780.11%1,049CommonNONE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$219,6490.11%711CommonNONE
36467J108GLPIGAMING & LEISURE PPTYS INC$217,5270.11%4,811CommonNONE
759351604RGAREINSURANCE GRP OF AMERICA I$213,2310.11%1,039CommonNONE
969457100WMBWILLIAMS COS INC$212,7430.11%5,006CommonNONE
654106103NKENIKE INC$212,6660.11%2,822CommonNONE
12572Q105CMECME GROUP INC$211,0730.11%1,074CommonNONE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$208,6590.11%6,348CommonNONE
00206R102TAT&T INC$208,0350.11%10,886CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$207,1200.11%1,689CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$206,8180.11%1,330CommonNONE
00508Y102AYIACUITY BRANDS INC$206,5730.11%856CommonNONE
26856L103ELFE L F BEAUTY INC$205,6630.11%976CommonNONE
29250N105ENBENBRIDGE INC$205,3650.11%5,770CommonNONE
02005N100ALLYALLY FINL INC$205,3320.11%5,176CommonNONE
751212101RLRALPH LAUREN CORP$205,0960.11%1,172CommonNONE
339750101FNDFLOOR & DECOR HLDGS INC$204,5860.10%2,058CommonNONE
478160104JNJJOHNSON & JOHNSON$202,8450.10%1,388CommonNONE
002896207ANFABERCROMBIE & FITCH CO$201,3150.10%1,132CommonNONE
682310875ONCONCOLYTICS BIOTECH INC$188,0420.10%189,941CommonNONE
405552100HLNHALEON PLC$171,3310.09%20,742CommonNONE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$157,0760.08%13,755CommonNONE
50186V102LPLLG DISPLAY CO LTD$154,0840.08%37,399CommonNONE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$149,5000.08%14,905CommonNONE
65535H208NMRNOMURA HLDGS INC$138,0720.07%23,888CommonNONE
705015105PSOPEARSON PLC$132,2330.07%10,596CommonNONE
05964H105SANBANCO SANTANDER S.A.$126,2630.06%27,271CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.