S.E.E.D. Planning Group LLC

Q4 2025 13F-HR Holdings

Location
Binghamton, NY
Holdings as of
12/31/2025
Date filed
1/9/2026
Form type
13F-HR
Num holdings
86
Total value ($000)
$350,877
Net value change ($000)
+7,748 (2.3%)
New positions
7
Sold out positions
6
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 2,886 18.3%
TMO 1,870 14.0%
USB 1,321 13.2%
EL 1,236 15.7%
LNG 986 75.9%
MOAT 949 6.2%
AAPL 922 5.3%
AMZN 872 5.4%
SPGI 735 34.1%
CTVA 696 5.9%
Top Reduces (Value $000, Stocks/ETFs)
BSJP -1,775 -100.0%
HD -912 -15.9%
VLO -851 -6.9%
ENB -680 -6.2%
ADP -641 -5.4%
MSFT -633 -4.7%
CSGP -616 -16.3%
META -556 -4.2%
COST -510 -7.6%
QS -285 -57.8%
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