S.E.E.D. Planning Group LLC
CIK: 1765515SEC EDGAR →
Portfolio Value
$109.6B
Holdings
98
As of
Q3 2026
New Positions
97
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NEXTERA ENERGY INC | 173,654 | $13.2B | 12.00% |
| 2 | ROLLINS INC | 383,037 | $11.5B | 10.53% |
| 3 | PIMCO ETF TR | 412,269 | $10.5B | 9.55% |
| 4 | US BANCORP | 169,740 | $9.8B | 8.95% |
| 5 | COSTAR GROUP INC | 318,719 | $8.7B | 7.97% |
| 6 | ENBRIDGE INC | 185,386 | $8.6B | 7.86% |
| 7 | INVESCO EXCH TRD SLF IDX FD | 214,427 | $4.2B | 3.82% |
| 8 | INVESCO EXCH TRD SLF IDX FD | 204,824 | $4.1B | 3.76% |
| 9 | INVESCO EXCH TRD SLF IDX FD | 220,577 | $4.0B | 3.66% |
| 10 | INVESCO EXCH TRD SLF IDX FD | 246,604 | $4.0B | 3.63% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 37 | $58.6B | 53.4% |
| Industrials | 8 | $13.6B | 12.4% |
| Utilities | 1 | $13.2B | 12.0% |
| Real Estate | 3 | $8.8B | 8.0% |
| Energy | 3 | $8.6B | 7.9% |
| Technology | 17 | $3.9B | 3.5% |
| Communication Services | 5 | $1.2B | 1.1% |
| Consumer Cyclical | 7 | $990.2M | 0.9% |
| Unknown | 5 | $507.9M | 0.5% |
| Consumer Defensive | 5 | $226.1M | 0.2% |
| Healthcare | 4 | $31.1M | 0.0% |
| Basic Materials | 3 | $27.8M | 0.0% |