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CIK: 0001765515
Total reported value
$378.9M
$378.9M
85 檔
20.6%
The Q3 2025 SEC filing reveals that S.E.E.D. Planning Group LLC held a total portfolio value of $378.9M, covering 85 public equity positions.
In Q3 2025, S.E.E.D. Planning Group LLC displayed an active expansion posture, initiating 9 new positions and adding to 21 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AMZN, GOOGL) accounted for 20.6% of total reported equity market value during Q3 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 | AAPL | Apple Inc | Stock-Tech | 5.10% | -0.42% | -2.95% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.69% | -0.55% | -0.31% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.59% | -0.14% | -10.59% | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 4.43% | -0.15% | +6.61% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.92% | -0.37% | -0.52% | |
| 6 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 3.88% | -0.08% | -2.78% | |
| 7 | A | Agilent Technologies Inc | Stock-Healthcare | 3.88% | -3.48% | -0.09% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.84% | -0.47% | -2.95% | |
| 9 | NEE | Nextera Energy Inc | Stock-Utilities | 3.82% | -0.26% | +1.45% | |
| 10 | VLO | Valero Energy CORP | Stock-Energy | 3.59% | -0.25% | -11.06% | |
| 11 | LIN | Linde plc | Stock-Materials | 3.48% | -0.20% | +76.08% | |
| 12 | ADP | Automatic Data Processing | Stock-Tech | 3.47% | -0.09% | +11.97% | |
| 13 | CTVA | Corteva Inc | Stock-Materials | 3.42% | — | +5.58% | |
| 14 | LMT | Lockheed Martin CORP | Stock-Industrials | 3.22% | -0.66% | +8.13% | |
| 15 | ENB | Enbridge Inc | Stock-Energy | 3.19% | -0.35% | -3.84% | |
| 16 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 3.06% | -0.06% | -6.81% | |
| 17 | USB | US Bancorp | Stock-Financials | 2.93% | +0.02% | -2.65% | |
| 18 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 2.29% | -0.17% | -19.13% | |
| 19 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.23% | -0.12% | +2.69% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.95% | -0.44% | -2.85% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 1.87% | -0.03% | -3.19% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 1.67% | +0.15% | -6.37% | |
| 23 | AMT | American Tower CORP | Stock-Real Estate | 1.52% | — | +3.13% | |
| 24 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.36% | -0.02% | +39.12% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 1.30% | — | -4.62% | |
| 26 | CSGP | Costar Group Inc | Stock-Real Estate | 1.10% | -0.39% | -3.45% | |
| 27 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.06% | — | +3.21% | |
| 28 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.06% | +0.09% | +3.13% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.03% | -0.18% | +6.77% | |
| 30 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 1.03% | +0.11% | +3.03% | |
| 31 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.02% | +0.10% | +3.33% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.99% | — | -4.13% | |
| 33 | EQIX | Equinix Inc | Stock-Real Estate | 0.96% | -0.11% | +29.12% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.74% | +0.02% | — | |
| 35 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.70% | +0.16% | -3.27% | |
| 36 | AMAT | Applied Materials Inc | Stock-Tech | 0.64% | +0.34% | -4.44% | |
| 37 | SO | Southern Co/the | Stock-Utilities | 0.64% | — | -2.69% | |
| 38 | SPGI | S&p Global Inc | Stock-Financials | 0.63% | -0.10% | +62.67% | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.60% | +0.01% | -0.44% | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.58% | +0.46% | -1.31% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.02% | -1.00% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | +0.12% | +67.74% | |
| 43 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 0.54% | +0.05% | +4.28% | |
| 44 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.52% | +0.05% | +4.31% | |
| 45 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 0.52% | — | +4.80% | |
| 46 | BSJS | Invesco Bulletshares 2028 Hy | ETF-Other | 0.50% | +0.05% | +3.44% | |
| 47 | ACN | Accenture plc | Stock-Tech | 0.39% | -0.15% | +13.18% | |
| 48 | LNG | Cheniere Energy Inc | Stock-Energy | 0.38% | +0.07% | +0.71% | |
| 49 | ECL | Ecolab Inc | Stock-Materials | 0.31% | -0.01% | -71.58% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.28% | +0.01% | -3.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ADP | Automatic Data Processing | +3.2% | +11.97% | Add |
| 2 | VLO | Valero Energy CORP | +2.1% | -11.06% | Add |
| 3 | TMO | Thermo Fisher Scientific Inc | +2% | -2.78% | Add |
| 4 | CTVA | Corteva Inc | +1.4% | +5.58% | Add |
| 5 | LIN | Linde plc | +1.2% | +76.08% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.9% | -10.59% | Trim |
| 7 | PEP | Pepsico Inc | +0.5% | +6.77% | Add |
| 8 | LOW | Lowe's Cos Inc | +0.4% | +2.69% | Add |
| 9 | CL | Colgate-palmolive Co | +0.4% | +39.12% | Add |
| 10 | LMT | Lockheed Martin CORP | +0.3% | +8.13% | Add |
| 11 | AAPL | Apple Inc | +0.3% | -2.95% | Add |
| 12 | MSFT | Microsoft CORP | +0.3% | -0.52% | Trim |
| 13 | A | Agilent Technologies Inc | +0.3% | -0.09% | Add |
| 14 | SPGI | S&p Global Inc | +0.3% | +62.67% | Add |
| 15 | EQIX | Equinix Inc | +0.2% | +29.12% | Add |
| 16 | AMAT | Applied Materials Inc | +0.1% | -4.44% | Add |
| 17 | MOAT | Vaneck Morningstar Wide Moat | +0.1% | +6.61% | Add |
| 18 | USB | US Bancorp | +0.1% | -2.65% | Add |
| 19 | IWF | Ishares Russell 1000 Growth | +0.1% | +11.75% | Add |
| 20 | ORCL | Oracle CORP | +0.1% | -1.51% | Add |
| 21 | IBM | Intl Business Machines CORP | 0% | -0.44% | Add |
| 22 | JPM | Jpmorgan Chase & Co | 0% | -4.13% | Trim |
| 23 | META | Meta Platforms Inc-class A | 0% | -2.95% | Trim |
| 24 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 25 | SCHX | Schwab US Large-cap ETF | 0% | -3.27% | Trim |
| 26 | AMZN | Amazon.com Inc | 0% | -0.31% | Trim |
| 27 | BSCT | Invesco Bulletshares 2029 Cb | -0.1% | +3.03% | Add |
| 28 | CBRE | Cbre Group Inc - A | -0.1% | -6.81% | Trim |
| 29 | RTX | Rtx CORP | -0.2% | -1.31% | Trim |
| 30 | NEE | Nextera Energy Inc | -0.2% | +1.45% | Add |
| 31 | V | Visa Inc-class A Shares | -0.4% | -4.62% | Trim |
| 32 | AMT | American Tower CORP | -0.5% | +3.13% | Trim |
| 33 | EL | Estee Lauder Companies-cl A | -0.6% | -19.13% | Trim |
| 34 | APD | Air Products & Chemicals Inc | -0.6% | -88.17% | Trim |
| 35 | COST | Costco Wholesale CORP | -0.7% | -2.85% | Trim |
| 36 | ECL | Ecolab Inc | -0.9% | -71.58% | Trim |
| 37 | XOM | Exxon Mobil CORP | -2% | +67.74% | Trim |
| 38 | UPS | United Parcel Service-cl B | — | EXIT | Sold out |
| 39 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 40 | IFF | Intl Flavors & Fragrances | — | EXIT | Sold out |
| 41 | LNG | Cheniere Energy Inc | — | NEW | New buy |
| 42 | HON | Honeywell International Inc | — | EXIT | Sold out |
| 43 | QS | Quantumscape CORP | — | NEW | New buy |
| 44 | DGRO | Ishares Core Dividend Growth | — | NEW | New buy |
| 45 | GLW | Corning Inc | — | NEW | New buy |
| 46 | KO | Coca-cola Co/the | — | NEW | New buy |
| 47 | BCS | Barclays Plc-spons Adr | — | NEW | New buy |
| 48 | ARQT | Arcutis Biotherapeutics Inc | — | NEW | New buy |
| 49 | ECO | Okeanis Eco Tankers Corp. | — | NEW | New buy |
| 50 | SHYG | Ishares 0-5 Yr Hy CORP Bond | — | NEW | New buy |
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 85 disclosed positions in Q3 2025.
During Q3 2025, S.E.E.D. Planning Group LLC's top holdings by market value included AAPL (5.1%)、AMZN (4.7%)、GOOGL (4.6%). The largest single position, AAPL, represented 5.1% of total portfolio value.
In Q3 2025, S.E.E.D. Planning Group LLC made 49 total portfolio adjustments, initiating 9 new buys, adding to 21 positions, trimming 15 holdings, and fully liquidating 4 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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