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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$18.1 Million 5.48% of portfolio
67,740
Q4 2025 Reduced 1.4%
$2.39T
$17.2 Million 5.21% of portfolio
73,429
Q4 2025 Added 0.29%
$1.65T
$16.5 Million 4.98% of portfolio
59,541
Q4 2025 Reduced 8.1%
$43.5B
$14.9 Million 4.5% of portfolio
101,339
Q4 2025 Reduced 2.3%
$222B
$14.9 Million 4.49% of portfolio
26,207
Q4 2025 Reduced 4.55%
$168B
$14.5 Million 4.39% of portfolio
169,450
Q4 2025 Reduced 2.47%
$3.78T
$13.4 Million 4.07% of portfolio
26,498
Q4 2025 Added 2.06%
$0
$13.4 Million 4.05% of portfolio
156,113
Q4 2025 Added 1.67%
$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%
$1.37T
$11.6 Million 3.52% of portfolio
19,093
Q4 2025 Added 6.55%
$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%
$19.9B
$7.48 Million 2.26% of portfolio
86,854
Q4 2025 Reduced 2.61%
$404B
$6.54 Million 1.98% of portfolio
7,169
Q4 2025 Reduced 0.83%
$512B
$6 Million 1.82% of portfolio
11,183
Q4 2025 Reduced 1.1%
$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%
$367B
$5.02 Million 1.52% of portfolio
14,008
Q4 2025 Reduced 0.98%
$533B
$4.2 Million 1.27% of portfolio
12,889
Q4 2025 Reduced 1.05%
$204B
$3.81 Million 1.15% of portfolio
25,789
Q4 2025 Added 2.88%
$71.5B
$3.65 Million 1.1% of portfolio
4,650
Q4 2025 Added 11.08%
$0
$3.5 Million 1.06% of portfolio
177,184
Q4 2025 Reduced 3.57%
$0
$3.46 Million 1.05% of portfolio
176,573
Q4 2025 Reduced 5.48%
$0
$3.43 Million 1.04% of portfolio
166,925
Q4 2025 Reduced 2.33%
$0
$3.36 Million 1.01% of portfolio
178,535
Q4 2025 Reduced 4.59%
$27.7B
$3.2 Million 0.97% of portfolio
46,966
Q4 2025 Added 4.99%
$881B
$3.16 Million 0.96% of portfolio
10,521
Q4 2025 Reduced 2.36%
$159B
$2.7 Million 0.82% of portfolio
5,531
Q4 2025 Added 24.91%
$53.8B
$2.53 Million 0.76% of portfolio
11,754
Q4 2025 Added 112.55%
$0
$2.39 Million 0.72% of portfolio
90,228
Q4 2025 Reduced 0.88%
$0
$2.3 Million 0.7% of portfolio
6,977
Q4 2025 Reduced 10.41%
$197B
$2.2 Million 0.67% of portfolio
9,641
Q4 2025 Reduced 10.62%
$266B
$2.08 Million 0.63% of portfolio
7,011
Q4 2025 Reduced 4.16%
$258B
$2.04 Million 0.62% of portfolio
11,613
Q4 2025 Reduced 2.08%
$490B
$2.06 Million 0.62% of portfolio
17,491
Q4 2025 Added 3.03%
$98.6B
$1.98 Million 0.6% of portfolio
21,899
Q4 2025 Reduced 5.25%
$662B
$1.96 Million 0.59% of portfolio
3,847
Q4 2025 Reduced 0.23%
$0
$1.68 Million 0.51% of portfolio
74,122
Q4 2025 Reduced 8.32%
$0
$1.68 Million 0.51% of portfolio
71,999
Q4 2025 Reduced 5.18%
$0
$1.67 Million 0.5% of portfolio
76,015
Q4 2025 Reduced 1.45%
$152B
$1.58 Million 0.48% of portfolio
6,543
Q4 2025 Added 20.01%
$279B
$950,000 0.29% of portfolio
9,237
Q4 2025 Reduced 1.19%
$0
$958,000 0.29% of portfolio
2,036
Q3 2025 Added 11.75%
$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%

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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