S.E.E.D. Planning Group Q2 2026 Portfolio Changes
S.E.E.D. Planning Group Llc maintained a substantial portfolio valued at $378 million as of June 30, 2026. This quarter saw notable shifts including increases in holdings like SHW and decreases for stock A.
Significant Increases
S.E.E.D. Planning Group Llc demonstrated active buying this quarter through several significant additions or substantial growths in existing positions.
- SHW (SHERWIN WILLIAMS CO): The investor increased their position by 5,240 shares (+8.93%) and saw its value rise to $14.9 million, now accounting for approximately 3.93% of the total portfolio.
- CBB (CBRE GROUP INC): Shares grew by 8,860 units (+8.98%), adding significantly to their Real Estate exposure which now represents about 3.82% of the holdings.
- NEE (NEXTERA ENERGY INC): The Utilities position expanded with a +8,921 share increase (+8.92%) and its value climbed to $14.2 million, representing roughly 3.75% allocation.
Major Decreases & Exits
The investor also significantly reduced or exited some positions during Q2 2026:
- A (AGILENT TECHNOLOGIES INC): This stock was notably divested, with a -105,562 share change (-95.38%) resulting in its value dropping to just $678k and now representing only 0.18% of the portfolio.
- MSFT (MICROSOFT CORP): The Technology stock experienced a -735 share reduction (-2.19%), lowering its portfolio allocation slightly from 3.23% to an unchanged percentage based on prior data, though value decreased.
New Positions Added
This quarter marked the addition of several new or substantially increased holdings:
- ISRG (INTUITIVE SURGICAL INC): A newly added stock with a +100% share increase from prior period, now valued at $11.4 million and representing about 3.01% of the portfolio.
- PYLD (PIMCO ETF TR): This ETF was significantly increased by +100%, adding value to a position that now accounts for roughly 2.89% allocation.
In summary, S.E.E.D. Planning Group Llc's portfolio saw substantial growth in sectors like Real Estate and Communication Services through specific stock additions or increases, while simultaneously exiting the Healthcare sector entirely via the divestment of Agilent Technologies (A). Their Technology holdings also experienced a slight reduction.