S.E.E.D. Planning Group LLC

Q1 2026 13F-HR Holdings

Location
Binghamton, NY
Holdings as of
3/31/2026
Date filed
4/23/2026
Form type
13F-HR
Num holdings
89
Total value ($000)
$344,348
Net value change ($000)
-6,529 (-1.9%)
New positions
14
Sold out positions
11
Turnover %
17.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SHW 13,163 NEW
ROL 12,155 NEW
COST 6,082 98.4%
CSGP 5,680 179.9%
BSCU 3,377 NEW
CBRE 2,799 26.5%
FAST 2,003 NEW
LIN 1,708 14.7%
BSJT 1,615 NEW
BUD 1,270 601.9%
Top Reduces (Value $000, Stocks/ETFs)
MOAT -14,686 -90.8%
CTVA -12,435 -100.0%
CL -4,974 -94.8%
AMT -4,960 -100.0%
GOOGL -4,463 -23.9%
EL -3,912 -43.0%
BSCQ -3,456 -100.0%
TMO -2,490 -16.4%
AAPL -2,258 -12.3%
SO -1,910 -100.0%
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