AI Portfolio Summary
In 2025 Q4, S.E.E.D. Planning Group LLC maintained a portfolio of 92 distinct positions. They heavily accumulated shares in AMAZON COM INC, increasing their position by 0.3%. Conversely, S.E.E.D. Planning Group LLC completely exited their position in INVESCO EXCH TRD SLF.
Total Positions
92
Quarter
2025 Q4
Top Holding
GOOGL (5.3%)
Top 10 Concentration
42.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 92
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GOOGL
ALPHABET INC
|
Communication Services | 5.31% | 4.59% |
#1
2
Prev: #3
|
2.1 | -5,248 | -8.1% |
P
S
|
59,541 | $18,636,382 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 5.25% | 5.10% |
#2
1
Prev: #1
|
2.1 | -963 | -1.4% |
P
S
|
67,740 | $18,415,917 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 4.83% | 4.69% |
#3
1
Prev: #2
|
3.9 | 210 | 0.3% |
P
S
|
73,429 | $16,948,961 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MOAT
VANECK ETF TRUS...
|
ETF | 4.61% | 4.43% |
#4
Prev: #4
|
3.8 | 2,571 | 1.7% |
P
S
|
156,113 | $16,167,013 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 4.33% | 3.88% |
#5
1
Prev: #6
|
1.7 | -1,248 | -4.5% |
P
S
|
26,207 | $15,185,514 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
A
AGILENT TECHNOL...
|
Healthcare | 3.93% | 3.88% |
#6
1
Prev: #7
|
1.6 | -2,381 | -2.3% |
P
S
|
101,339 | $13,789,263 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 3.88% | 3.82% |
#7
2
Prev: #9
|
1.6 | -4,284 | -2.5% |
P
S
|
169,450 | $13,603,440 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.65% | 3.92% |
#8
3
Prev: #5
|
3.5 | 534 | 2.1% |
P
S
|
26,498 | $12,815,092 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 3.59% | 3.84% |
#9
1
Prev: #8
|
3.5 | 1,174 | 6.6% |
P
S
|
19,093 | $12,603,347 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CTVA
CORTEVA INC
|
Basic Materials | 3.54% | 3.42% |
#10
3
Prev: #13
|
3.4 | 11,938 | 6.9% |
P
S
|
185,508 | $12,434,620 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LIN
LINDE PLC
|
Basic Materials | 3.32% | 3.48% |
#11
Prev: #11
|
3.4 | 2,234 | 8.9% |
P
S
|
27,341 | $11,657,919 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VLO
VALERO ENERGY C...
|
Energy | 3.27% | 3.59% |
#12
2
Prev: #10
|
1.3 | -1,910 | -2.6% |
P
S
|
70,396 | $11,459,694 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
USB
US BANCORP DEL
|
Financial Services | 3.24% | 2.93% |
#13
4
Prev: #17
|
3.3 | 5,191 | 2.5% |
P
S
|
212,860 | $11,358,193 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 3.21% | 3.47% |
#14
2
Prev: #12
|
3.3 | 3,222 | 7.9% |
P
S
|
43,757 | $11,255,614 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 3.13% | 3.22% |
#15
1
Prev: #14
|
3.3 | 568 | 2.6% |
P
S
|
22,720 | $10,988,954 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CBRE
CBRE GROUP INC
|
Real Estate | 3.01% | 3.06% |
#16
Prev: #16
|
1.2 | -953 | -1.4% |
P
S
|
65,698 | $10,563,649 | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ENB
ENBRIDGE INC
|
Energy | 2.92% | 3.19% |
#17
2
Prev: #15
|
1.2 | -2,295 | -1.1% |
P
S
|
214,491 | $10,259,118 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EL
LAUDER ESTEE CO...
|
Consumer Defensive | 2.59% | 2.29% |
#18
Prev: #18
|
1.0 | -2,326 | -2.6% |
P
S
|
86,854 | $9,095,312 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 2.29% | 2.23% |
#19
Prev: #19
|
2.9 | 2,905 | 9.5% |
P
S
|
33,380 | $8,049,839 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 1.82% | 1.87% |
#20
1
Prev: #21
|
0.7 | -124 | -1.1% |
P
S
|
11,183 | $6,384,348 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 1.76% | 1.95% |
#21
1
Prev: #20
|
0.7 | -60 | -0.8% |
P
S
|
7,169 | $6,182,452 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CL
COLGATE PALMOLI...
|
Consumer Defensive | 1.50% | 1.36% |
#22
2
Prev: #24
|
2.6 | 7,989 | 13.7% |
P
S
|
66,397 | $5,246,728 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMT
AMERICAN TOWER ...
|
Real Estate | 1.41% | 1.52% |
#23
Prev: #23
|
2.6 | 1,099 | 4.0% |
P
S
|
28,253 | $4,960,328 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 1.37% | 1.67% |
#24
2
Prev: #22
|
0.6 | -139 | -1.0% |
P
S
|
14,008 | $4,820,109 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
V
VISA INC
|
Financial Services | 1.29% | 1.30% |
#25
Prev: #25
|
0.5 | -137 | -1.1% |
P
S
|
12,889 | $4,520,324 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSJP
INVESCO EXCH TR...
|
ETF | 0.00% | 0.52% |
Sold All 😨
(Was: #45) |
0.3 | -76,992 | -100.0% |
CLOSED
|
— | $— | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
APD
AIR PRODS & CHE...
|
Basic Materials | 0.00% | 0.08% |
Sold All 😨
(Was: #70) |
0.3 | -1,003 | -100.0% |
CLOSED
|
— | $— | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ECO
OKEANIS ECO TAN...
|
Industrials | 0.00% | 0.07% |
Sold All 😨
(Was: #73) |
0.3 | -8,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.00% | 0.07% |
Sold All 😨
(Was: #76) |
0.3 | -378 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SYF
SYNCHRONY FINAN...
|
Financial Services | 0.00% | 0.07% |
Sold All 😨
(Was: #77) |
0.3 | -3,200 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CMG
CHIPOTLE MEXICA...
|
Consumer Cyclical | 0.00% | 0.06% |
Sold All 😨
(Was: #81) |
0.3 | -5,382 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 92 holdings