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CIK: 0001765515
Total reported value
$408.3M
$408.3M
86 檔
20.9%
As reported in its official Q4 2025 Form 13F filing, S.E.E.D. Planning Group LLC's tracked investment portfolio stood at $408.3M with 86 total positions.
In Q4 2025, S.E.E.D. Planning Group LLC adopted a defensive or profit-taking posture, trimming 43 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.31% | +0.04% | -8.10% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.25% | +0.69% | -1.40% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.83% | +0.20% | +0.29% | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 4.61% | +0.33% | +1.67% | |
| 5 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 4.33% | +0.23% | -4.55% | |
| 6 | A | Agilent Technologies Inc | Stock-Healthcare | 3.93% | +0.10% | -2.30% | |
| 7 | NEE | Nextera Energy Inc | Stock-Utilities | 3.88% | -0.53% | -2.47% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.65% | +1.06% | +2.06% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.59% | +0.89% | +6.55% | |
| 10 | CTVA | Corteva Inc | Stock-Materials | 3.54% | — | +6.88% | |
| 11 | LIN | Linde plc | Stock-Materials | 3.32% | -0.32% | +8.90% | |
| 12 | VLO | Valero Energy CORP | Stock-Energy | 3.27% | +0.44% | -2.64% | |
| 13 | USB | US Bancorp | Stock-Financials | 3.24% | -0.48% | +2.50% | |
| 14 | ADP | Automatic Data Processing | Stock-Tech | 3.21% | -0.33% | +7.95% | |
| 15 | LMT | Lockheed Martin CORP | Stock-Industrials | 3.13% | -0.32% | +2.56% | |
| 16 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 3.01% | -0.57% | -1.43% | |
| 17 | ENB | Enbridge Inc | Stock-Energy | 2.92% | -0.59% | -1.06% | |
| 18 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 2.59% | -1.34% | EXIT | |
| 19 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.29% | -0.21% | +9.53% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.82% | — | -1.10% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.76% | -0.18% | -0.83% | |
| 22 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.50% | -0.01% | +13.68% | |
| 23 | AMT | American Tower CORP | Stock-Real Estate | 1.41% | — | +4.05% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 1.37% | -0.44% | -0.98% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 1.29% | -0.09% | -1.05% | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.05% | -1.08% | +2.88% | |
| 27 | EQIX | Equinix Inc | Stock-Real Estate | 1.02% | +0.02% | +11.08% | |
| 28 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.00% | -0.09% | -3.57% | |
| 29 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.99% | — | -5.48% | |
| 30 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.98% | -0.10% | -2.33% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.97% | -0.07% | -2.36% | |
| 32 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.96% | -0.11% | -4.59% | |
| 33 | CSGP | Costar Group Inc | Stock-Real Estate | 0.90% | -0.04% | +4.99% | |
| 34 | SPGI | S&p Global Inc | Stock-Financials | 0.82% | +0.01% | +24.91% | |
| 35 | AMAT | Applied Materials Inc | Stock-Tech | 0.71% | -0.25% | -10.62% | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.69% | +0.07% | -0.88% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.67% | -0.04% | -10.41% | |
| 38 | LNG | Cheniere Energy Inc | Stock-Energy | 0.65% | +0.34% | +112.55% | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.61% | -0.08% | -2.08% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.79% | EXIT | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.59% | -0.15% | -4.16% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.01% | -0.23% | |
| 43 | SO | Southern Co/the | Stock-Utilities | 0.54% | — | -5.25% | |
| 44 | ACN | Accenture plc | Stock-Tech | 0.50% | -0.23% | EXIT | |
| 45 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.48% | -0.05% | -5.18% | |
| 46 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 0.48% | -0.05% | -8.32% | |
| 47 | BSJS | Invesco Bulletshares 2028 Hy | ETF-Other | 0.48% | -0.05% | -1.45% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.29% | +0.12% | -1.19% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.27% | +0.05% | — | |
| 50 | ECL | Ecolab Inc | Stock-Materials | 0.27% | -0.06% | -6.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.7% | -8.10% | Trim |
| 2 | TMO | Thermo Fisher Scientific Inc | +0.5% | -4.55% | Trim |
| 3 | USB | US Bancorp | +0.3% | +2.50% | Add |
| 4 | EL | Estee Lauder Companies-cl A | +0.3% | -2.61% | Trim |
| 5 | LNG | Cheniere Energy Inc | +0.3% | +112.55% | Add |
| 6 | SPGI | S&p Global Inc | +0.2% | +24.91% | Add |
| 7 | MOAT | Vaneck Morningstar Wide Moat | +0.2% | +1.67% | Add |
| 8 | AAPL | Apple Inc | +0.2% | -1.40% | Trim |
| 9 | AMZN | Amazon.com Inc | +0.1% | +0.29% | Add |
| 10 | CL | Colgate-palmolive Co | +0.1% | +13.68% | Add |
| 11 | CTVA | Corteva Inc | +0.1% | +6.88% | Add |
| 12 | ACN | Accenture plc | +0.1% | +20.01% | Add |
| 13 | KO | Coca-cola Co/the | +0.1% | +84.31% | Add |
| 14 | AMAT | Applied Materials Inc | +0.1% | -10.62% | Trim |
| 15 | NEE | Nextera Energy Inc | +0.1% | -2.47% | Trim |
| 16 | LOW | Lowe's Cos Inc | +0.1% | +9.53% | Add |
| 17 | EQIX | Equinix Inc | +0.1% | +11.08% | Add |
| 18 | A | Agilent Technologies Inc | +0.1% | -2.30% | Trim |
| 19 | XOM | Exxon Mobil CORP | 0% | +3.03% | Add |
| 20 | ARQT | Arcutis Biotherapeutics Inc | 0% | — | Unchanged |
| 21 | RTX | Rtx CORP | 0% | -2.08% | Trim |
| 22 | PEP | Pepsico Inc | 0% | +2.88% | Add |
| 23 | WMT | Walmart Inc | 0% | -1.19% | Trim |
| 24 | BCS | Barclays Plc-spons Adr | 0% | — | Unchanged |
| 25 | CLS | Celestica Inc | 0% | — | Unchanged |
| 26 | VISN | Vistance Networks Inc | 0% | — | Unchanged |
| 27 | GILD | Gilead Sciences Inc | 0% | — | Unchanged |
| 28 | APH | Amphenol Corp-cl A | 0% | — | Unchanged |
| 29 | ROK | Rockwell Automation Inc | — | -2.07% | Trim |
| 30 | GLW | Corning Inc | — | -0.07% | Trim |
| 31 | SHYG | Ishares 0-5 Yr Hy CORP Bond | — | +9.89% | Add |
| 32 | SDY | Ss Spdr S&p Dividend ETF | — | -4.38% | Trim |
| 33 | CCL1EUR | Carnival CORP LTD | — | — | Unchanged |
| 34 | IWD | Ishares Russell 1000 Value E | — | — | Unchanged |
| 35 | DGRO | Ishares Core Dividend Growth | — | — | Unchanged |
| 36 | EXC | Exelon CORP | — | +1.10% | Add |
| 37 | NVDA | Nvidia CORP | — | -0.31% | Trim |
| 38 | SCHD | Schwab US Dvd Equity ETF | — | — | Unchanged |
| 39 | NOC | Northrop Grumman CORP | — | +6.91% | Add |
| 40 | V | Visa Inc-class A Shares | 0% | -1.05% | Trim |
| 41 | XYL | Xylem Inc | 0% | -0.66% | Trim |
| 42 | SCHX | Schwab US Large-cap ETF | 0% | -0.88% | Trim |
| 43 | SBUX | Starbucks CORP | 0% | -7.64% | Trim |
| 44 | GD | General Dynamics CORP | 0% | -9.35% | Trim |
| 45 | IBM | Intl Business Machines CORP | 0% | -4.16% | Trim |
| 46 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 47 | DIS | Walt Disney Co/the | 0% | -0.99% | Trim |
| 48 | IJR | Ishares Core S&p Small-cap E | 0% | -2.16% | Trim |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.23% | Trim |
| 50 | IJH | Ishares Core S&p Midcap ETF | 0% | -0.68% | Trim |
According to official SEC Form 13F filings, S.E.E.D. Planning Group LLC reported a total U.S. public equity portfolio value of $408.3M across 86 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GOOGL, AAPL, AMZN) accounted for 20.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
AVGO
市值: $491.0K
Top Position Liquidated / Trimmed
BSJP
前期市值: $1.8M
During Q4 2025, S.E.E.D. Planning Group LLC's top holdings by market value included GOOGL (5.3%)、AAPL (5.3%)、AMZN (4.8%). The largest single position, GOOGL, represented 5.3% of total portfolio value.
In Q4 2025, S.E.E.D. Planning Group LLC made 79 total portfolio adjustments, initiating 7 new buys, adding to 23 positions, trimming 43 holdings, and fully liquidating 6 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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