S.E.E.D. Planning Group LLC Portfolio Holdings

S.E.E.D. Planning Group LLC

  • $331 Million
  • Q4 2025

S.E.E.D. Planning Group LLC has filed its 13F form on January 09, 2026 for Q4 2025 where it was disclosed a total value porftolio of $331 Million distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18.1M, Amazon Com Inc with a value of $17.2M, Alphabet Inc. with a value of $16.5M, Agilent Technologies, Inc. with a value of $14.9M, and Thermo Fisher Scientific Inc. with a value of $14.9M.

Examining the 13F form we can see an increase of $2M in the current position value, from $329M to 331M.

Below you can find more details about S.E.E.D. Planning Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $331 Million
ETFs: $41 Million
Technology: $40.3 Million
Consumer Cyclical: $30.8 Million
Healthcare: $30.3 Million
Communication Services: $28.8 Million
Financial Services: $28.7 Million
Energy: $28 Million
Industrials: $25.5 Million
Other: $77.1 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$43.5B
$14.9 Million 4.5% of portfolio
101,339
Q4 2025 Reduced 2.3%
$168B
$14.5 Million 4.39% of portfolio
169,450
Q4 2025 Reduced 2.47%
$70.1B
$12.8 Million 3.87% of portfolio
70,396
Q4 2025 Reduced 2.64%
$47.4B
$12.2 Million 3.7% of portfolio
185,508
Q4 2025 Added 6.88%
$104B
$11 Million 3.32% of portfolio
43,757
Q4 2025 Added 7.95%
$123B
$10.7 Million 3.23% of portfolio
22,720
Q4 2025 Added 2.56%
$96.7B
$10.2 Million 3.1% of portfolio
214,491
Q4 2025 Reduced 1.06%
$49.4B
$10.1 Million 3.05% of portfolio
65,698
Q4 2025 Reduced 1.43%
$67.6B
$9.68 Million 2.93% of portfolio
212,860
Q4 2025 Added 2.5%
$140B
$7.51 Million 2.27% of portfolio
33,380
Q4 2025 Added 9.53%
$19.9B
$7.48 Million 2.26% of portfolio
86,854
Q4 2025 Reduced 2.61%
$65.7B
$5.23 Million 1.58% of portfolio
66,397
Q4 2025 Added 13.68%
$84B
$5.1 Million 1.54% of portfolio
28,253
Q4 2025 Added 4.05%
$71.5B
$3.65 Million 1.1% of portfolio
4,650
Q4 2025 Added 11.08%
$27.7B
$3.2 Million 0.97% of portfolio
46,966
Q4 2025 Added 4.99%
$159B
$2.7 Million 0.82% of portfolio
5,531
Q4 2025 Added 24.91%
$197B
$2.2 Million 0.67% of portfolio
9,641
Q4 2025 Reduced 10.62%
$98.6B
$1.98 Million 0.6% of portfolio
21,899
Q4 2025 Reduced 5.25%
$152B
$1.58 Million 0.48% of portfolio
6,543
Q4 2025 Added 20.01%
$73.7B
$942,000 0.28% of portfolio
3,644
Q4 2025 Reduced 6.2%
$86.7B
$923,000 0.28% of portfolio
1,640
Q4 2025 Added 6.91%
$34.9B
$751,000 0.23% of portfolio
2,334
Q3 2025 Reduced 1.39%
$86.4B
$558,000 0.17% of portfolio
1,772
Q4 2024 Reduced 11.09%
$193B
$530,000 0.16% of portfolio
5,019
Q4 2025 Reduced 0.99%
$139B
$486,000 0.15% of portfolio
1,419
Q4 2025 New
$113B
$411,000 0.12% of portfolio
4,637
Q4 2025 New
$25.7B
$363,000 0.11% of portfolio
2,546
Q4 2025 Reduced 0.66%
$69.4B
$334,000 0.1% of portfolio
4,072
Q4 2025 Reduced 0.07%
$97.3B
$315,000 0.1% of portfolio
3,722
Q4 2025 Reduced 7.64%
$43.5B
$320,000 0.1% of portfolio
850
Q4 2025 Reduced 2.07%
$161B
$250,000 0.08% of portfolio
221
Q4 2025 New
$86B
$271,000 0.08% of portfolio
12,500
Q3 2025 New
$156B
$248,000 0.07% of portfolio
2,000
Q3 2025 New
$76.2B
$240,000 0.07% of portfolio
576
Q4 2025 New
$79.6B
$228,000 0.07% of portfolio
1,712
Q3 2025 New
$29B
$182,000 0.06% of portfolio
7,002
Q3 2025 New
$125B
$204,000 0.06% of portfolio
3,290
Q4 2025 New
$45.6B
$211,000 0.06% of portfolio
4,600
Q4 2025 Added 1.1%
$94.5B
$206,000 0.06% of portfolio
601
Q4 2025 Reduced 9.35%

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $331 Million
  • Prior Value $329 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 09, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 7 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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