S.E.E.D. Planning Group LLC
•CIK: 1765515•Filing: Q4 2025
**S.E.E.D. Planning Group LLC** manages $351M across a diversified portfolio of 86 positions. The fund exhibits a concentrated exposure to mega-cap technology and essential services, with top holdings including GOOGL ($18.6M), AAPL ($18.4M), and AMZN ($16.9M). Significant allocations are also maintained in MOAT ($16.2M), TMO ($15.2M), and NEE ($13.6M). This structure suggests a focus on established market leaders across technology, healthcare, and infrastructure sectors.
Total AUM
$350.9M
QoQ Performance
+2.3%
Positions
74
Top 10 Concentration
42.9%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOGL
AAPL
GOOGL5.3%
AAPL5.2%
AMZN4.8%
MOAT4.6%
TMO4.3%
AG83.9%
NEE3.9%
MSFT3.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other41.5%
Technology19.3%
Consumer10.6%
Financial4.6%
Utilities4.4%
Healthcare4.4%
Energy4.0%
Industrial3.7%
🚪 Exited Positionssold since Q3 2025
—
OKEANIS ECO TANKERS COR
SOLD
$234.2K
+1 more exited positions
Changes from Q3 2025
NEW7 new positions
↑23 increased
↓43 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023