Institutional Fund
S.E.E.D. Planning Group LLC
Binghamton, NYCIK 17655155 filings on record
Portfolio Value
$344.35M
Q1 2026
Holdings
89
Reported positions
New Buys
14
Opened this quarter
QoQ Change
-1.9%
from $350.88M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Amazon Com Inc4.8%
- Apple Inc4.7%
- Alphabet Inc4.1%
- Nextera Energy Inc4.0%
- Linde PLC3.9%
- Cbre Group Inc3.9%
- Other74.6%
Portfolio Holdings
89 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | 78.9K | $16.44M | 4.8% | +5.5K | Added |
| 2 | Apple Inc | 63.7K | $16.16M | 4.7% | −4.1K | Reduced |
| 3 | Alphabet Inc | 49.3K | $14.17M | 4.1% | −10.3K | Reduced |
| 4 | Nextera Energy Inc | 148.6K | $13.80M | 4.0% | −20.8K | Reduced |
| 5 | Linde PLC | 27.0K | $13.37M | 3.9% | −380 | Reduced |
| 6 | Cbre Group Inc | 98.6K | $13.36M | 3.9% | +33.0K | Added |
| 7 | Meta Platforms Inc | 23.3K | $13.35M | 3.9% | +4.2K | Added |
| 8 | Sherwin Williams Co | 41.1K | $13.16M | 3.8% | +41.1K | New |
| 9 | Thermo Fisher Scientific Inc | 25.8K | $12.70M | 3.7% | −377 | Reduced |
| 10 | Agilent Technologies Inc | 110.7K | $12.61M | 3.7% | +9.3K | Added |
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