S.E.E.D. Planning Group LLC

CIK: 0001765515SEC EDGAR →

Portfolio Value

$350.9M

Holdings

86

As of

Q4 2025

New Positions

17

Closed Positions

3

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ALPHABET INC

59,541$18.6M
5.31%
2

APPLE INC

67,740$18.4M
5.25%
3

AMAZON COM INC

73,429$16.9M
4.83%
4

VANECK ETF TRUST

156,113$16.2M
4.61%
5

THERMO FISHER SCIENTIFIC INC

26,207$15.2M
4.33%
6

AGILENT TECHNOLOGIES INC

101,339$13.8M
3.93%
7

NEXTERA ENERGY INC

169,450$13.6M
3.88%
8

MICROSOFT CORP

26,498$12.8M
3.65%
9

META PLATFORMS INC

19,093$12.6M
3.59%
10

CORTEVA INC

185,508$12.4M
3.54%

Quarterly Changes

Top Buys

USB↑ Increased
$1.3M
LNG↑ Increased
$985K
MOAT↑ Increased
$949K
AMZN↑ Increased
$871K
SPGI↑ Increased
$735K

Top Sells

GOOGL↓ Decreased
$2.9M
TMO↓ Decreased
$1.9M
BSJPCLOSED
$1.8M
EL↓ Decreased
$1.2M
AAPL↓ Decreased
$921K

New Positions (7)

$491K · 1K shares
$434K · 5K shares
$268K · 221 shares
$258K · 4K shares
$221K · 4K shares
$212K · 576 shares
$210K · 3K shares

Closed Positions (6)

$1.8M · 77K shares
$274K · 1K shares
$234K · 8K shares
$231K · 378 shares
$227K · 3K shares
$211K · 5K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services25$73.4M20.9%
Technology16$41.2M11.7%
Communication Services4$32.0M9.1%
Consumer Cyclical7$30.8M8.8%
Energy5$26.5M7.6%
Consumer Defensive8$26.4M7.5%
Industrials7$26.2M7.5%
Basic Materials3$25.0M7.1%
Real Estate4$22.2M6.3%
Healthcare3$15.8M4.5%
Unknown2$15.7M4.5%
Utilities2$15.5M4.4%