§ 13F · FUND PROFILE
S.E.E.D. Planning Group LLC.
AUM · $379M (13F)Positions · 88Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$31M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 56K | $16M | 4.3% | −12% |
| 2 | AMZN | AMAZON COM INC | 67K | $16M | 4.2% | −15% |
| 3 | GOOGL | ALPHABET INC | 42K | $15M | 4.0% | −14% |
| 4 | SHW | SHERWIN WILLIAMS CO | 43K | $15M | 3.9% | +5% |
| 5 | CBRE | CBRE GROUP INC | 108K | $14M | 3.8% | +9% |
| 6 | NEE | NEXTERA ENERGY INC | 162K | $14M | 3.7% | +9% |
| 7 | LIN | LINDE PLC | 27K | $14M | 3.7% | ±0% |
| 8 | TMO | THERMO FISHER SCIENTIFIC INC | 27K | $14M | 3.6% | +6% |
| 9 | META | META PLATFORMS INC | 23K | $13M | 3.4% | −2% |
| 10 | MSFT | MICROSOFT CORP | 33K | $12M | 3.2% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE S.E.E.D. SIGNAL
AC read
S.E.E.D. Planning Group LLC is a Other fund managing $379 million in assets. The fund runs a portfolio of 88 positions.
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