Fund HoldingsSEEDS INVESTOR LLC

Total Portfolio Value
$108.51M
Total Bought
$35.07M
Total Sold
$16.84M
Net Transaction
+$18.23M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)1,0133,872+2,8595023,4993.22%+2,997
MICROSOFT CORP(MSFT)5,42511,741+6,3162,0404,9404.55%+2,900
APPLE INC(AAPL)2,98114,705+11,7245742,5222.32%+1,948
ISHARES TR335,180373,761+38,58114,50016,00814.75%+1,508
VISA INC(V)03,501+3,50109770.90%+977
EA SERIES TRUST
ALPHA ARCH 1-3
07,286+7,28607760.71%+776
ISHARES TR5,42212,374+6,9525881,3311.23%+744
BROADCOM INC(AVGO)0540+54007160.66%+716
MASTERCARD INCORPORATED(MA)01,303+1,30306280.58%+628
PEPSICO INC(PEP)03,543+3,54306200.57%+620
BALL CORP08,767+8,76705910.54%+591
AMAZON COM INC(AMZN)2,9955,441+2,4464559810.90%+526
JOHNSON CTLS INTL PLC
SHS
07,231+7,23104720.44%+472
META PLATFORMS INC(META)0955+95504640.43%+464
CARLISLE COS INC(CSL)01,138+1,13804460.41%+446
INDEXIQ ETF TR
CANDRIAM INTL EQ
34,27146,869+12,5989581,4001.29%+442
INTERPUBLIC GROUP COS INC013,506+13,50604410.41%+441
ELI LILLY & CO(LLY)0558+55804340.40%+434
ISHARES TR
ESG AWRE 1 5 YR
150,489167,591+17,1023,6844,1033.78%+419
LOWES COS INC(LOW)1,9793,345+1,3664408520.79%+412
INVESTMENT MANAGERS SER TR I19,00828,280+9,2726311,0370.96%+406
APPLIED MATLS INC2,7524,038+1,2864468330.77%+387
ASML HOLDING N V
N Y REGISTRY SHS
0392+39203810.35%+381
HASBRO INC(HAS)06,706+6,70603790.35%+379
COSTCO WHSL CORP NEW(COST)0514+51403770.35%+377
SPDR SER TR
SPDR S&P 500 ESG
42,05345,790+3,7371,9432,3192.14%+376
MOHAWK INDS INC(MHK)02,848+2,84803730.34%+373
VERIZON COMMUNICATIONS INC(VZ)08,711+8,71103660.34%+366
ALPHABET INC(GOOG)02,350+2,35003550.33%+355
NOVARTIS AG(NVS)03,408+3,40803300.30%+330
WALMART INC(WMT)05,155+5,15503100.29%+310
ADVANCED MICRO DEVICES INC(AMD)01,701+1,70103070.28%+307
VANGUARD BD INDEX FDS11,95816,184+4,2269131,2201.12%+307
HOME DEPOT INC(HD)3,5614,001+4401,2341,5351.41%+301
ADOBE INC(ADBE)0592+59202990.28%+299
PROLOGIS INC.(PLD)02,281+2,28102970.27%+297
METTLER TOLEDO INTERNATIONAL(MTD)0223+22302970.27%+297
KINDER MORGAN INC DEL(KMI)016,035+16,03502940.27%+294
SAP SE(SAP)01,463+1,46302850.26%+285
VANGUARD TAX-MANAGED FDS05,660+5,66002840.26%+284
CACI INTL INC(CACI)0744+74402820.26%+282
LAM RESEARCH CORP(LRCX)1,2611,305+449881,2681.17%+280
INDEXIQ ETF TR
CANDRIAM US MID
19,73226,940+7,2085948710.80%+277
LINDE PLC(LIN)01,060+1,06004920.45%+492
ORACLE CORP(ORCL)04,271+4,27105360.49%+536
SALESFORCE INC(CRM)0903+90302720.25%+272
FIDELITY NATL INFORMATION SV(FIS)03,584+3,58402660.25%+266
NVENT ELECTRIC PLC(NVT)03,518+3,51802650.24%+265
FISERV INC(FISV)01,658+1,65802650.24%+265
PRIMERICA INC(PRI)01,024+1,02402590.24%+259
INGERSOLL RAND INC(IR)02,704+2,70402570.24%+257
WOODSIDE ENERGY GROUP LTD(WDS)012,459+12,45902490.23%+249
PRINCIPAL FINANCIAL GROUP IN(PFG)02,852+2,85202460.23%+246
UNITED RENTALS INC(URI)0339+33902440.23%+244
KB FINL GROUP INC(KB)04,613+4,61302400.22%+240
ISHARES TR
CORE 1 5 YR USD
05,034+5,03402390.22%+239
VANGUARD INDEX FDS0682+68202350.22%+235
NEUROCRINE BIOSCIENCES INC(NBIX)01,691+1,69102330.21%+233
MEDPACE HLDGS INC(MEDP)0577+57702330.21%+233
EXXON MOBIL CORP01,982+1,98202300.21%+230
NIKE INC(NKE)02,451+2,45102300.21%+230
VANGUARD INDEX FDS2,0802,362+2829091,1351.05%+227
RELIANCE INC(RS)0670+67002240.21%+224
UNITED PARCEL SERVICE INC(UPS)01,490+1,49002210.20%+221
FTI CONSULTING INC(FCN)01,036+1,03602180.20%+218
MERCK & CO INC(MRK)01,639+1,63902160.20%+216
WILLIAMS SONOMA INC(WSM)0676+67602150.20%+215
NEWS CORP NEW(NWS)08,114+8,11402120.20%+212
XPO INC(XPO)01,739+1,73902120.20%+212
WEYERHAEUSER CO MTN BE(WY)013,094+13,09404700.43%+470
APTIV PLC(APTV)02,603+2,60302070.19%+207
EDISON INTL(EIX)02,903+2,90302050.19%+205
LG DISPLAY CO LTD(LPL)047,280+47,28001940.18%+194
DISNEY WALT CO(DIS)7,9047,286-6187148920.82%+178
COCA COLA CO(KO)05,808+5,80803550.33%+355
THE CIGNA GROUP(CI)2,8472,738-1098539940.92%+142
THERMO FISHER SCIENTIFIC INC(TMO)1,6631,761+988831,0240.94%+141
ELEVANCE HEALTH INC(ELV)1,8131,898+858559840.91%+129
AGILENT TECHNOLOGIES INC(A)2,4533,185+7323414630.43%+122
DANAHER CORPORATION(DHR)3,4813,678+1978059190.85%+113
SYSCO CORP(SYY)8,6859,216+5316357480.69%+113
PROCTER AND GAMBLE CO(PG)02,196+2,19603560.33%+356
SPDR INDEX SHS FDS
ST STR PO EX ETF
12,03614,240+2,2044095100.47%+101
TRANE TECHNOLOGIES PLC(TT)4,4653,963-5021,0891,1901.10%+101
EATON CORP PLC(ETN)4,3953,703-6921,0581,1581.07%+99
JPMORGAN CHASE & CO(JPM)3,5003,428-725956870.63%+91
ACCENTURE PLC IRELAND
SHS CLASS A
2,3982,677+2798419280.85%+86
ISHARES TR
ESG AWARE MSCI
07,111+7,11102860.26%+286
VANGUARD WORLD FD9,7359,73508289070.84%+79
S&P GLOBAL INC(SPGI)8341,041+2073674430.41%+76
CDW CORP(CDW)1,9552,018+634445160.48%+72
UNITEDHEALTH GROUP INC(UNH)1,0961,298+2025776420.59%+65
TJX COS INC NEW(TJX)8,4578,460+37938580.79%+65
ISHARES TR05,134+5,13403120.29%+312
RADIAN GROUP INC(RDN)08,017+8,01702680.25%+268
QUALCOMM INC(QCOM)4,8204,467-3536977560.70%+59
REPUBLIC SVCS INC(RSG)2,0222,049+273333920.36%+59
LINCOLN ELEC HLDGS INC(LECO)01,037+1,03702650.24%+265
MITSUBISHI UFJ FINL GROUP IN(MUFG)021,670+21,67002220.20%+222
GRAINGER W W INC(GWW)1,054915-1398749300.86%+57
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