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

S.E.E.D. Planning Group LLC

  • $329 Million
  • Q3 2025

S.E.E.D. Planning Group LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $329 Million distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17.5M, Amazon Com Inc with a value of $16.1M, Alphabet Inc. with a value of $15.8M, Microsoft Corp with a value of $13.4M, and Agilent Technologies, Inc. with a value of $13.3M.

Examining the 13F form we can see an increase of $17.6M in the current position value, from $311M to 329M.

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

Portfolio value $329 Million
ETFs: $43.8 Million
Technology: $38.9 Million
Consumer Cyclical: $30.7 Million
Financial Services: $29.7 Million
Communication Services: $29.5 Million
Healthcare: $27.1 Million
Industrials: $26.8 Million
Energy: $26.5 Million
Other: $75.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$92.2B
$934,000 0.28% of portfolio
1,534
Q3 2025 Added 0.39%
$0
$884,000 0.27% of portfolio
13,552
Q3 2025 Added 1.1%
$35.8B
$806,000 0.25% of portfolio
2,334
Q3 2025 Reduced 1.39%
$0
$687,000 0.21% of portfolio
5,785
Q3 2025 Added 3.17%
$91.5B
$622,000 0.19% of portfolio
1,772
Q4 2024 Reduced 11.09%
$208B
$580,000 0.18% of portfolio
5,069
Q3 2025 Added 0.26%
$742B
$495,000 0.15% of portfolio
1,762
Q3 2025 Reduced 1.51%
$5.75B
$492,000 0.15% of portfolio
40,000
Q3 2025 New
$451B
$418,000 0.13% of portfolio
2,245
Q3 2025 Reduced 47.49%
$359B
$397,000 0.12% of portfolio
2,588
Q3 2025 Added 6.55%
$0
$393,000 0.12% of portfolio
2,810
Q3 2025 Added 4.58%
$26.5B
$378,000 0.12% of portfolio
2,563
Q3 2025 Reduced 26.88%
$0
$348,000 0.11% of portfolio
5,118
Q3 2025 New
$72.8B
$334,000 0.1% of portfolio
4,075
Q3 2025 Added 0.52%
$308B
$332,000 0.1% of portfolio
5,010
Q3 2025 New
$98.6B
$340,000 0.1% of portfolio
4,030
Q3 2025 Reduced 23.86%
$40.9B
$303,000 0.09% of portfolio
868
Q3 2025 Reduced 53.26%
$77.2B
$258,000 0.08% of portfolio
12,500
Q3 2025 New
$56.5B
$273,000 0.08% of portfolio
1,003
Q3 2025 Reduced 88.17%
$1.26B
$245,000 0.07% of portfolio
13,000
Q3 2025 New
$0
$231,000 0.07% of portfolio
378
Q3 2025 New
$93.5B
$226,000 0.07% of portfolio
663
Q3 2025 Reduced 10.77%
$33.3B
$227,000 0.07% of portfolio
3,200
Q3 2025 New
$3.27B
$232,000 0.07% of portfolio
15,000
Q3 2025 New
$0
$233,000 0.07% of portfolio
5,388
Q3 2025 New
$156B
$222,000 0.07% of portfolio
2,000
Q3 2025 New
$74B
$211,000 0.06% of portfolio
1,712
Q3 2025 New
$47.7B
$204,000 0.06% of portfolio
4,550
Q3 2025 New
$33.3B
$202,000 0.06% of portfolio
7,002
Q3 2025 New
$1.17B
$210,000 0.06% of portfolio
5,382
Q3 2025 New
$0
$204,000 0.06% of portfolio
7,500
Q3 2025 New
Celestica Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Linde PLC
-
$0 0.0% of portfolio
-
Q3 2025 Added 76.08%
Okeanis Eco Tankers Cor
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $329 Million
  • Prior Value $311 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 17 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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