Long-term investor

S.e.e.d. Planning Group LLC @seedplanninggroupllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001765515).

Record

  • Tracked since 2025-06-30 (450 days), 99 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months -2.4% · 1 year n/a · all -7.3%
  • Max drawdown n/a · win rate 67% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AAPL · 4.3% · long · since 2025-06-30
  • AMZN · 4.2% · long · since 2025-06-30
  • GOOGL · 4.0% · long · since 2025-06-30
  • SHW · 3.9% · long · since 2026-03-31
  • CBRE · 3.8% · long · since 2025-06-30
  • NEE · 3.7% · long · since 2025-06-30
  • LIN · 3.7% · long · since 2025-06-30
  • TMO · 3.6% · long · since 2025-06-30
  • META · 3.4% · long · since 2025-06-30
  • MSFT · 3.2% · long · since 2025-06-30
  • COST · 3.1% · long · since 2025-06-30
  • ROL · 3.1% · long · since 2026-03-31

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