StockDriftsStockDriftsTop 50 S.E.E.D. Planning Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.27% | 55.9K | $16.2M | -12.21%(-7.77K) | $115.17(+165.15%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.22% | 67.0K | $16.0M | -15.08%(-11.90K) | $128.35(+104.55%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.98% | 42.2K | $15.1M | -14.42%(-7.11K) | $105.96(+225.33%) | 2026-06-30 | |
| SHW | SHERWIN WILLIAMS CO | 3.93% | 43.2K | $14.9M | +5.24%(+2.15K) | $322.68(+8.46%) | 2026-06-30 | |
| CBRE | CBRE GROUP INC | 3.82% | 107.5K | $14.5M | +8.98%(+8.86K) | $111.83(+36.69%) | 2026-06-30 | |
| NEE | NEXTERA ENERGY INC | 3.75% | 161.9K | $14.2M | +8.92%(+13.26K) | $71.66(+20.31%) | 2026-06-30 | |
| LIN | LINDE PLC | 3.68% | 26.8K | $13.9M | -0.43%(-116) | $395.12(+21.20%) | 2026-06-30 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 3.61% | 27.3K | $13.7M | +5.59%(+1.44K) | $483.04(+22.19%) | 2026-06-30 | |
| META | META PLATFORMS INC | 3.41% | 22.9K | $12.9M | -1.84%(-429) | $328.49(+76.65%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.23% | 32.8K | $12.2M | -2.19%(-735) | $291.36(+66.83%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.32% | +45.51% | +8.58% | +50.89% |
| Top 20 Holdings Unweighted | +12.41% | +42.03% | +7.78% | +45.45% |
S.E.E.D. Planning Group LLC reports $378.92M in US-listed equity holdings across 88 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.3%), AMZN (4.2%) and GOOGL (4.0%). The top 20 holdings account for 66.21% of reported assets. Its disclosed equity book has returned +45.51% on a three-year cumulative basis. Figures reflect the Q2 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