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CIK: 0001765515
Total reported value
$378.9M
$378.9M
71 檔
18.7%
During the Q2 2025 filing period, S.E.E.D. Planning Group LLC (CIK: 0001765515) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $378.9M across 71 reported positions.
S.E.E.D. Planning Group LLC executed strategic sector rebalancing during Q2 2025, establishing 3 new positions while fully exiting 5 holdings and trimming 17 positions.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, AAPL, META) accounted for 18.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
LNG
市值: $1.3M
Top Position Liquidated / Trimmed
UPS
前期市值: $8.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.05% | -0.55% | -0.43% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.55% | -0.42% | +10.45% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.27% | -0.47% | -6.11% | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 4.23% | -0.15% | -2.04% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.07% | -0.37% | -9.50% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.00% | -0.14% | +2.24% | |
| 7 | CTVA | Corteva Inc | Stock-Materials | 3.84% | — | +70.31% | |
| 8 | A | Agilent Technologies Inc | Stock-Healthcare | 3.84% | -3.48% | +13.29% | |
| 9 | NEE | Nextera Energy Inc | Stock-Utilities | 3.73% | -0.26% | +1.96% | |
| 10 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 3.59% | -0.08% | +157.34% | |
| 11 | ADP | Automatic Data Processing | Stock-Tech | 3.50% | -0.09% | +1081.49% | |
| 12 | VLO | Valero Energy CORP | Stock-Energy | 3.43% | -0.25% | +142.46% | |
| 13 | ENB | Enbridge Inc | Stock-Energy | 3.20% | -0.35% | -8.66% | |
| 14 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 3.14% | -0.06% | -0.96% | |
| 15 | USB | US Bancorp | Stock-Financials | 3.03% | +0.02% | +6.46% | |
| 16 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.97% | -0.66% | +6.22% | |
| 17 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 2.79% | -0.17% | -13.68% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.31% | -0.44% | -9.60% | |
| 19 | LIN | Linde plc | Stock-Materials | 2.10% | -0.20% | -1.36% | |
| 20 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.06% | -0.12% | +25.26% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 2.06% | -0.03% | -0.92% | |
| 22 | AMT | American Tower CORP | Stock-Real Estate | 1.82% | — | -5.49% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.74% | +0.15% | -3.36% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.52% | — | -6.41% | |
| 25 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.20% | -0.02% | +30.83% | |
| 26 | CSGP | Costar Group Inc | Stock-Real Estate | 1.17% | -0.39% | -2.95% | |
| 27 | ECL | Ecolab Inc | Stock-Materials | 1.15% | -0.01% | -4.08% | |
| 28 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.11% | — | +0.08% | |
| 29 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.10% | +0.09% | +0.86% | |
| 30 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 1.06% | +0.11% | +2.41% | |
| 31 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.06% | +0.10% | +2.43% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.02% | — | -2.88% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.97% | -0.18% | +119.20% | |
| 34 | EQIX | Equinix Inc | Stock-Real Estate | 0.81% | -0.11% | +14.76% | |
| 35 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.75% | — | +24.86% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.74% | +0.02% | — | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.72% | +0.16% | -0.84% | |
| 38 | SO | Southern Co/the | Stock-Utilities | 0.68% | — | -0.60% | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.68% | +0.01% | +9.48% | |
| 40 | AMAT | Applied Materials Inc | Stock-Tech | 0.65% | +0.34% | +7.72% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.59% | -0.02% | — | |
| 42 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 0.55% | +0.05% | +4.04% | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.55% | +0.46% | -29.66% | |
| 44 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.53% | +0.05% | +4.53% | |
| 45 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 0.53% | — | +4.40% | |
| 46 | BSJS | Invesco Bulletshares 2028 Hy | ETF-Other | 0.52% | +0.05% | +3.15% | |
| 47 | ACN | Accenture plc | Stock-Tech | 0.45% | -0.15% | +14.36% | |
| 48 | SPGI | S&p Global Inc | Stock-Financials | 0.45% | -0.10% | +30.99% | |
| 49 | LNG | Cheniere Energy Inc | Stock-Energy | 0.42% | +0.07% | — | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | +0.12% | -84.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ADP | Automatic Data Processing | +3.2% | +1081.49% | Add |
| 2 | VLO | Valero Energy CORP | +1.9% | +142.46% | Add |
| 3 | CTVA | Corteva Inc | +1.8% | +70.31% | Add |
| 4 | TMO | Thermo Fisher Scientific Inc | +1.8% | +157.34% | Add |
| 5 | META | Meta Platforms Inc-class A | +0.5% | -6.11% | Trim |
| 6 | PEP | Pepsico Inc | +0.4% | +119.20% | Add |
| 7 | MSFT | Microsoft CORP | +0.4% | -9.50% | Trim |
| 8 | LNG | Cheniere Energy Inc | +0.4% | NEW | New buy |
| 9 | AMZN | Amazon.com Inc | +0.3% | -0.43% | Trim |
| 10 | GOOGL | Alphabet Inc-cl A | +0.3% | +2.24% | Add |
| 11 | A | Agilent Technologies Inc | +0.2% | +13.29% | Add |
| 12 | LOW | Lowe's Cos Inc | +0.2% | +25.26% | Add |
| 13 | CL | Colgate-palmolive Co | +0.2% | +30.83% | Add |
| 14 | USB | US Bancorp | +0.2% | +6.46% | Add |
| 15 | AMAT | Applied Materials Inc | +0.1% | +7.72% | Add |
| 16 | IBM | Intl Business Machines CORP | +0.1% | +9.48% | Add |
| 17 | NVDA | Nvidia CORP | +0.1% | +43.31% | Add |
| 18 | SPGI | S&p Global Inc | +0.1% | +30.99% | Add |
| 19 | APD | Air Products & Chemicals Inc | +0.1% | +24.86% | Add |
| 20 | LMT | Lockheed Martin CORP | +0.1% | +6.22% | Add |
| 21 | GLW | Corning Inc | +0.1% | NEW | New buy |
| 22 | RACE | Ferrari N.V. | +0.1% | NEW | New buy |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | -2.88% | Trim |
| 24 | ORCL | Oracle CORP | 0% | +4.68% | Add |
| 25 | EQIX | Equinix Inc | 0% | +14.76% | Add |
| 26 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 27 | ROK | Rockwell Automation Inc | 0% | -2.26% | Trim |
| 28 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 29 | SCHX | Schwab US Large-cap ETF | 0% | -0.84% | Trim |
| 30 | ACN | Accenture plc | 0% | +14.36% | Add |
| 31 | CBRE | Cbre Group Inc - A | 0% | -0.96% | Trim |
| 32 | EL | Estee Lauder Companies-cl A | -0.1% | -13.68% | Trim |
| 33 | BSCT | Invesco Bulletshares 2029 Cb | -0.1% | +2.41% | Add |
| 34 | BSCS | Invesco Bulletshares 2028 Cb | -0.1% | +2.43% | Add |
| 35 | MCD | Mcdonald's CORP | -0.1% | EXIT | Sold out |
| 36 | AWK | American Water Works Co Inc | -0.1% | EXIT | Sold out |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | — | Unchanged |
| 38 | MOAT | Vaneck Morningstar Wide Moat | -0.1% | -2.04% | Trim |
| 39 | HON | Honeywell International Inc | -0.2% | -68.70% | Trim |
| 40 | HD | Home Depot Inc | -0.2% | -3.36% | Trim |
| 41 | V | Visa Inc-class A Shares | -0.2% | -6.41% | Trim |
| 42 | RTX | Rtx CORP | -0.2% | -29.66% | Trim |
| 43 | AMT | American Tower CORP | -0.2% | -5.49% | Trim |
| 44 | AAPL | Apple Inc | -0.3% | +10.45% | Add |
| 45 | COST | Costco Wholesale CORP | -0.3% | -9.60% | Trim |
| 46 | ENB | Enbridge Inc | -0.5% | -8.66% | Trim |
| 47 | IFF | Intl Flavors & Fragrances | -1.9% | EXIT | Sold out |
| 48 | UNH | Unitedhealth Group Inc | -2% | EXIT | Sold out |
| 49 | XOM | Exxon Mobil CORP | -2.2% | -84.13% | Trim |
| 50 | UPS | United Parcel Service-cl B | -3% | EXIT | Sold out |
According to official SEC Form 13F filings, S.E.E.D. Planning Group LLC reported a total U.S. public equity portfolio value of $378.9M across 71 disclosed positions in Q2 2025.
During Q2 2025, S.E.E.D. Planning Group LLC's top holdings by market value included AMZN (5.0%)、AAPL (4.5%)、META (4.3%). The largest single position, AMZN, represented 5.0% of total portfolio value.
In Q2 2025, S.E.E.D. Planning Group LLC made 47 total portfolio adjustments, initiating 3 new buys, adding to 22 positions, trimming 17 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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