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Latest S.E.E.D. Planning Group LLC Stock Portfolio

$378Million | No. of Holdings #86

S.E.E.D. Planning Group LLC Performance

2026 Q2+1.65%
YTD-1.40%
2025+10.06%

About S.E.E.D. Planning Group LLC and 13F Hedge Fund Stock Holdings

On 2026-08-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, S.E.E.D. Planning Group LLC reported an equity portfolio of $378.9 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of S.E.E.D. Planning Group LLC are AAPL, AMZN, GOOG. The fund has invested 4.3% of it's portfolio in APPLE INC and 4.2% of portfolio in AMAZON COM INC. <br><br> The fund managers got completely rid off SCHWAB STRATEGIC TR (FNDA), SELECT SECTOR SPDR TR (XLB) and ISHARES TR (ACWF) stocks. They significantly reduced their stock positions in AGILENT TECHNOLOGIES INC (A), VANECK ETF TRUST (AFK) and COLGATE PALMOLIVE CO (CL). S.E.E.D. Planning Group LLC opened new stock positions in INTUITIVE SURGICAL INC (ISRG), PIMCO ETF TR (BOND) and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), ISHARES TR (ACWF) and STRYKER CORPORATION (SYK).
S.E.E.D. Planning Group LLC Equity Portfolio Value
Last Reported on: 04 Aug, 2026
$378Million
  as of Aug 04, 2026

S.E.E.D. Planning Group LLC Annual Return Estimates Vs S&P 500

Our best estimate is that S.E.E.D. Planning Group LLC made a return of 1.65% in the last quarter. In trailing 12 months, it's portfolio return was 6.35%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
intuitive surgical inc11,418,200
pimco etf tr10,950,900
schwab strategic tr3,461,330
fidelity covington trust1,932,140
cintas corp547,480
ishares tr453,586
ishares tr452,327
ishares tr452,286
New stocks bought by S.E.E.D. Planning Group LLC

Additions

Ticker% Inc.
ishares tr284
ishares tr164
stryker corporation112
rtx corporation86.88
procter & gamble co78.25
exxon mobil corp61.26
ferrari n v56.7
conocophillips43.55
Additions to existing portfolio by S.E.E.D. Planning Group LLC

Reductions

Ticker% Reduced
agilent technologies inc-95.38
vaneck etf trust-33.91
colgate palmolive co-23.23
applied matls inc-22.05
amazon com inc-15.08
alphabet inc-14.42
starbucks corp-12.96
apple inc-12.21
S.E.E.D. Planning Group LLC reduced stake in above stock

Sold off

Ticker$ Sold
quantumscape corp-127,600
schwab strategic tr-496,126
barclays plc-264,500
constellium se-233,510
select sector spdr tr-331,601
halliburton co-253,435
jefferies financial group in-247,620
paypal hldgs inc-248,765
S.E.E.D. Planning Group LLC got rid off the above stocks

Sector Distribution

S.E.E.D. Planning Group LLC has about 15.3% of it's holdings in Others sector.

  • Others
  • Consumer Cyclical
  • Technology
  • Financial Services
  • Basic Materials
  • Industrials
  • Energy
  • Communication Services
  • Healthcare
  • Real Estate
  • Consumer Defensive
  • Utilities
Sector%
Others15.3
Consumer Cyclical11.3
Technology10.2
Financial Services8
Basic Materials7.8
Industrials7.7
Energy7.6
Communication Services7.5
Healthcare7.2
Real Estate7.1
Consumer Defensive6.4
Utilities3.8

Market Cap. Distribution

S.E.E.D. Planning Group LLC has about 84.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
Category%
LARGE-CAP44.8
MEGA-CAP39.9
UNALLOCATED15.3

Stocks belong to which Index?

About 81.1% of the stocks held by S.E.E.D. Planning Group LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50081.1
Others18.9
Top 5 Winners (%)%
AMAT
applied matls inc
99.3 %
GLW
corning inc
87.9 %
APH
amphenol corp
39.5 %
ROK
rockwell automation inc
36.7 %
CDNS
cadence design system inc
33.0 %
Top 5 Winners ($)$
GOOG
alphabet inc
3.2 M
AMAT
applied matls inc
2.3 M
AMZN
amazon com inc
2.2 M
AAPL
apple inc
2.1 M
USB
us bancorp
1.6 M
Top 5 Losers (%)%
IJR
ishares tr
-60.5 %
ACN
accenture plc ireland
-36.5 %
TSCO
tractor supply co
-28.0 %
CSGP
costar group inc
-27.1 %
NOC
northrop grumman corp
-23.1 %
Top 5 Losers ($)$
CSGP
costar group inc
-3.1 M
ROL
rollins inc
-3.0 M
LMT
lockheed martin corp
-1.6 M
IJR
ishares tr
-1.4 M
NEE
nextera energy inc
-0.8 M

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

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of S.E.E.D. Planning Group LLC

S.E.E.D. Planning Group LLC has 86 stocks in it's portfolio. About 37.9% of the portfolio is in top 10 stocks. CSGP proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for S.E.E.D. Planning Group LLC last quarter.

$378.92MTotal Value
100Positions
04 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of S.E.E.D. Planning Group LLC, last reported on 04 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACWF
Ishares Tr

Ishares Tr

ACWF
S.E.E.D. Planning Group LLC's holding in Ishares Tr over time
0.17%15,366
$651.7K
0.17%
increased 164.02 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
S.E.E.D. Planning Group LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
S.E.E.D. Planning Group LLC's holding in Vaneck Etf Trust over time
0.28%10,118
$1.05M
0.28%
decreased 33.91 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
S.E.E.D. Planning Group LLC's holding in Ishares Tr over time
0.12%18,666
$452.3K
0.12%
new position
BCS
Barclays Plc

Barclays Plc

BCS
S.E.E.D. Planning Group LLC's holding in Barclays Plc over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BGRN
Ishares Tr

Ishares Tr

BGRN
S.E.E.D. Planning Group LLC's holding in Ishares Tr over time
0.12%18,676
$452.3K
0.12%
new position
BGRN
Ishares Tr

Ishares Tr

BGRN
S.E.E.D. Planning Group LLC's holding in Ishares Tr over time
0.12%17,964
$453.6K
0.12%
new position
BIL
Spdr Series Trust

Spdr Series Trust

BIL
S.E.E.D. Planning Group LLC's holding in Spdr Series Trust over time
0.11%2,687
$408.9K
0.11%
unchanged 0 percentunchanged
BOND
Pimco Etf Tr

Pimco Etf Tr

BOND
S.E.E.D. Planning Group LLC's holding in Pimco Etf Tr over time
2.89%412,929
$10.95M
2.89%
new position
BSAE
Invesco Exch Trd Slf Idx Fd

Invesco Exch Trd Slf Idx Fd

BSAE
S.E.E.D. Planning Group LLC's holding in Invesco Exch Trd Slf Idx Fd over time
1.12%216,750
$4.25M
1.12%
increased 19.82 percentadded
BSAE
Invesco Exch Trd Slf Idx Fd

Invesco Exch Trd Slf Idx Fd

BSAE
S.E.E.D. Planning Group LLC's holding in Invesco Exch Trd Slf Idx Fd over time
1.11%205,816
$4.19M
1.11%
increased 21.22 percentadded
BSAE
Invesco Exch Trd Slf Idx Fd

Invesco Exch Trd Slf Idx Fd

BSAE
S.E.E.D. Planning Group LLC's holding in Invesco Exch Trd Slf Idx Fd over time
1.09%247,154
$4.11M
1.09%
increased 22.37 percentadded