StockDriftsStockDriftsTop 50 S E E D Planning Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.96% | 60.8K | $20.3M | +8.84%(+4.94K) | $131.09(+161.60%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 4.42% | 72.4K | $18.0M | +8.01%(+5.37K) | $136.90(+91.71%) | 2026-09-30 | |
| META | META PLATFORMS INC | 4.3% | 24.2K | $17.5M | +5.65%(+1.29K) | $345.38(+104.25%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 4.29% | 34.1K | $17.5M | +4.15%(+1.36K) | $297.41(+79.39%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 4.02% | 47.7K | $16.4M | +13.09%(+5.52K) | $139.23(+147.20%) | 2026-09-30 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 3.84% | 23.2K | $15.7M | -14.88%(-4.06K) | $483.04(+40.65%) | 2026-09-30 | |
| VLO | VALERO ENERGY CORP | 3.5% | 36.9K | $14.3M | -17.30%(-7.71K) | $108.88(+297.98%) | 2026-09-30 | |
| LIN | LINDE PLC | 3.36% | 28.9K | $13.7M | +7.67%(+2.06K) | $402.36(+25.12%) | 2026-09-30 | |
| ISRG | INTUITIVE SURGICAL INC | 3.35% | 33.6K | $13.7M | +17.07%(+4.90K) | $421.87(+2.68%) | 2026-09-30 | |
| SHW | SHERWIN WILLIAMS CO | 3.31% | 41.8K | $13.5M | -3.30%(-1.42K) | $322.68(+2.77%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.24% | +57.08% | +9.32% | +56.16% |
| Top 20 Holdings Unweighted | +15.87% | +55.56% | +8.42% | +49.84% |
S E E D Planning Group LLC reports $408.32M in US-listed equity holdings across 98 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.0%), AMZN (4.4%) and META (4.3%). The top 20 holdings account for 65.94% of reported assets. Its disclosed equity book has returned +57.08% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from S E E D Planning Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1765515). View S E E D Planning Group LLC’s 13F filings on SEC