Quick Takeaways
- S.E.E.D. Planning Group LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q1 2026.
- Latest reported holdings value: $344,348,192.
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Portfolio holdings and changes are grounded in SEC Form 13F filings.
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 89 | $344,348,192 | +$67,219,254 | -$66,565,524 | +$653,730 | AMZN, AAPL, GOOGL, NEE, LIN | 13F-HR | 23 Apr 2026, 10:21 |
| Q4 2025 | 86 | $350,877,120 | +$11,233,348 | -$9,496,147 | +$1,737,201 | GOOGL, AAPL, AMZN, MOAT, TMO | 13F-HR | 09 Jan 2026, 10:28 |
| Q3 2025 | 85 | $343,129,393 | +$18,614,371 | -$16,200,544 | +$2,413,827 | AAPL, AMZN, GOOGL, MOAT, MSFT | 13F-HR | 14 Oct 2025, 09:10 |
| Q2 2025 | 71 | $318,974,322 | +$41,258,922 | -$35,356,216 | +$5,902,706 | AMZN, AAPL, META, MOAT, MSFT | 13F-HR | 08 Jul 2025, 09:17 |
| Q1 2025 | 73 | $296,732,205 | +$36,238,149 | -$31,565,184 | +$4,672,965 | AAPL, AMZN, MOAT, NEE, META | 13F-HR | 08 Apr 2025, 09:35 |
| Q4 2024 | 75 | $299,609,716 | +$28,503,155 | -$23,586,712 | +$4,916,443 | AAPL, MOAT, AMZN, META, MSFT | 13F-HR | 14 Jan 2025, 11:22 |
| Q3 2024 | 73 | $301,590,481 | +$22,871,692 | -$19,141,777 | +$3,729,915 | AAPL, MOAT, AMZN, NEE, EL | 13F-HR | 15 Oct 2024, 11:43 |
| Q2 2024 | 74 | $275,056,299 | +$11,069,115 | -$8,899,893 | +$2,169,222 | AMZN, AAPL, NEE, MSFT, GOOGL | 13F-HR | 18 Jul 2024, 13:12 |
| Q1 2024 | 75 | $273,877,780 | +$27,589,956 | -$19,336,673 | +$8,253,283 | AMZN, AAPL, NEE, ECL, MSFT | 13F-HR | 16 Apr 2024, 10:03 |
| Q4 2023 | 85 | $248,126,387 | +$14,081,298 | -$51,273,746 | -$37,192,448 | AAPL, AMZN, MSFT, CBRE, ECL | 13F-HR | 26 Jan 2024, 11:22 |
| Q3 2023 | 84 | $259,305,905 | +$20,962,955 | -$34,329,179 | -$13,366,224 | AAPL, BSCO, BSCP, BSCN, BSCQ | 13F-HR | 17 Oct 2023, 15:10 |
| Q2 2023 | 89 | $284,941,724 | +$14,155,578 | -$3,461,090 | +$10,694,488 | AAPL, META, AMZN, MSFT, MOAT | 13F-HR | 18 Jul 2023, 15:37 |
| Q1 2023 | 88 | $259,115,817 | +$35,182,854 | -$18,361,864 | +$16,820,990 | AAPL, META, MOAT, AMZN, MSFT | 13F-HR | 13 Apr 2023, 14:03 |
| Q4 2022 | 85 | $230,736,720 | +$20,193,846 | -$14,786,430 | +$5,407,416 | AAPL, BSCP, BSCN, BSCO, MOAT | 13F-HR | 19 Jan 2023, 15:00 |
| Q3 2022 | 83 | $213,854,000 | +$16,938,817 | -$8,538,199 | +$8,400,618 | AAPL, BSCM, BSCN, BSCO, BSCP | 13F-HR | 20 Oct 2022, 15:39 |
| Q2 2022 | 83 | $220,819,000 | +$40,323,720 | -$25,021,880 | +$15,301,840 | AAPL, BSCM, BSCN, BSCO, BSCP | 13F-HR | 26 Jul 2022, 11:02 |
| Q1 2022 | 91 | $234,510,000 | +$43,070,260 | -$30,571,505 | +$12,498,755 | BSCM, AAPL, BSCN, BSCO, BSCP | 13F-HR | 26 Apr 2022, 08:39 |
| Q4 2021 | 95 | $230,436,000 | +$12,340,182 | -$5,956,110 | +$6,384,072 | BSCM, BSCN, BSCP, BSCO, AAPL | 13F-HR | 24 Jan 2022, 10:54 |
| Q3 2021 | 87 | $211,974,000 | +$22,574,151 | -$14,897,302 | +$7,676,849 | BSCM, BSCN, BSCP, BSCO, AAPL | 13F-HR | 21 Oct 2021, 13:36 |
| Q2 2021 | 84 | $203,129,000 | +$14,307,849 | -$2,532,054 | +$11,775,795 | BSCM, BSCN, BSCO, BSCP, AAPL | 13F-HR | 14 Jul 2021, 15:55 |
| Q1 2021 | 74 | $182,260,000 | +$32,157,347 | -$23,160,159 | +$8,997,188 | BSCN, BSCM, BSCO, BSCP, AAPL | 13F-HR | 21 Apr 2021, 15:48 |
| Q4 2020 | 68 | $166,534,000 | +$28,541,635 | -$8,917,996 | +$19,623,639 | AAPL, BSCO, BSCN, BSCM, BSCL | 13F-HR | 19 Jan 2021, 12:43 |
| Q3 2020 | 58 | $136,423,000 | +$16,992,227 | -$8,328,546 | +$8,663,681 | AAPL, BSCN, BSCM, BSCL, BSCO | 13F-HR | 16 Oct 2020, 11:26 |
| Q2 2020 | 56 | $127,924,000 | +$14,825,143 | -$6,081,167 | +$8,743,976 | AAPL, BSCN, BSCM, BSCO, BSCL | Restatement | 17 Jul 2020, 11:34 |
| Q1 2020 | 48 | $102,984,000 | +$32,502,361 | -$28,994,410 | +$3,507,951 | MOAT, AAPL, BSCL, BSCM, BSCN | 13F-HR | 17 Apr 2020, 13:05 |
| Q4 2019 | 53 | $115,053,000 | $0 | $0 | $0 | SCHX, AAPL, BSCK, BSCL, BSCN | Restatement | 10 Feb 2020, 15:24 |