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S.E.E.D. Planning Group LLC

Portfolio Manager
S.E.E.D. Planning Group LLC
Performance
-2.26% (2026 Q1)
AUM (13F)
$344.35M
# of Holdings
89
Performance Rank
Allocation (Top 20)
71.21%

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

Top 50 S.E.E.D. Planning Group LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AMZN
AMAZON COM INC
4.77%78.9K$16.4M
+7.50%(+5.51K)
2025-Q1: 73.8K shares2025-Q2: 73.4K shares2025-Q3: 73.2K shares2025-Q4: 73.4K shares2026-Q1: 78.9K shares
$128.35(+110.47%)
2026-03-31
AAPL
APPLE INC
4.69%63.7K$16.2M
-6.01%(-4.07K)
2025-Q1: 64.1K shares2025-Q2: 70.8K shares2025-Q3: 68.7K shares2025-Q4: 67.7K shares2026-Q1: 63.7K shares
$115.17(+159.49%)
2026-03-31
GOOGL
ALPHABET INC
4.12%49.3K$14.2M
-17.22%(-10.26K)
2025-Q1: 70.9K shares2025-Q2: 72.5K shares2025-Q3: 64.8K shares2025-Q4: 59.5K shares2026-Q1: 49.3K shares
$105.96(+279.98%)
2026-03-31
NEE
NEXTERA ENERGY INC
4.01%148.6K$13.8M
-12.29%(-20.82K)
2025-Q1: 168.0K shares2025-Q2: 171.3K shares2025-Q3: 173.7K shares2025-Q4: 169.4K shares2026-Q1: 148.6K shares
$70.04(+35.43%)
2026-03-31
LIN
LINDE PLC
3.88%27.0K$13.4M
-1.39%(-380)
2025-Q1: 14.5K shares2025-Q2: 14.3K shares2025-Q3: 25.1K shares2025-Q4: 27.3K shares2026-Q1: 27.0K shares
$395.12(+29.90%)
2026-03-31
CBRE
CBRE GROUP INC
3.88%98.6K$13.4M
+50.16%(+32.95K)
2025-Q1: 72.2K shares2025-Q2: 71.5K shares2025-Q3: 66.7K shares2025-Q4: 65.7K shares2026-Q1: 98.6K shares
$109.84(+28.05%)
2026-03-31
META
META PLATFORMS INC
3.88%23.3K$13.4M
+22.22%(+4.24K)
2025-Q1: 19.7K shares2025-Q2: 18.5K shares2025-Q3: 17.9K shares2025-Q4: 19.1K shares2026-Q1: 23.3K shares
$328.49(+87.71%)
2026-03-31
SHW
SHERWIN WILLIAMS CO
3.82%41.1K$13.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 41.1K shares
$322.29(-4.95%)
2026-03-31
TMO
THERMO FISHER SCIENTIFIC INC
3.69%25.8K$12.7M
-1.44%(-377)
2025-Q1: 11.0K shares2025-Q2: 28.2K shares2025-Q3: 27.5K shares2025-Q4: 26.2K shares2026-Q1: 25.8K shares
$482.61(-7.58%)
2026-03-31
A
AGILENT TECHNOLOGIES INC
3.66%110.7K$12.6M
+9.21%(+9.33K)
2025-Q1: 91.6K shares2025-Q2: 103.8K shares2025-Q3: 103.7K shares2025-Q4: 101.3K shares2026-Q1: 110.7K shares
$118.29(-4.69%)
2026-03-31

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