S.E.E.D. Planning Group LLC

Q3 2025 13F-HR Holdings

Location
Binghamton, NY
Holdings as of
9/30/2025
Date filed
10/14/2025
Form type
13F-HR
Num holdings
85
Total value ($000)
$343,129
Net value change ($000)
+24,155 (7.6%)
New positions
17
Sold out positions
3
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/8/2025 Next filing: 1/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LIN 5,236 78.3%
GOOGL 2,980 23.3%
AAPL 2,970 20.4%
TMO 1,865 16.3%
MOAT 1,710 12.7%
LMT 1,570 16.5%
VLO 1,383 12.7%
NEE 1,226 10.3%
LOW 1,075 16.3%
A 1,061 8.7%
Top Reduces (Value $000, Stocks/ETFs)
ECL -2,619 -71.1%
APD -2,117 -88.5%
EL -1,051 -11.8%
COST -675 -9.2%
AMT -597 -10.3%
CTVA -513 -4.2%
META -469 -3.4%
V -402 -8.3%
ROK -314 -50.9%
NVDA -256 -37.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type