S.E.E.D. Planning Group LLC

Q2 2026 13F-HR Holdings

Location
Binghamton, NY
Holdings as of
6/30/2026
Date filed
8/4/2026
Form type
13F-HR
Num holdings
88
Total value ($000)
$378,924
Net value change ($000)
+34,576 (10.0%)
New positions
11
Sold out positions
12
Turnover %
9.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
ISRG 11,418 NEW
PYLD 10,951 NEW
SCHB 3,461 NEW
RTX 1,986 83.8%
FENI 1,932 NEW
SHW 1,716 13.0%
AMAT 1,521 64.9%
CBRE 1,117 8.4%
HD 1,057 21.1%
USB 1,051 10.7%
Top Reduces (Value $000, Stocks/ETFs)
A -11,935 -94.6%
LMT -1,459 -14.1%
CSGP -573 -6.5%
SCHD -496 -100.0%
AMZN -463 -2.8%
META -447 -3.3%
COST -443 -3.6%
ACN -435 -33.3%
ROL -432 -3.6%
MOAT -429 -29.0%
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