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Livermore
Livermore
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S.E.E.D. Planning Group LLC

SEC CIK
0001765515
Latest filing
Aug 4, 2026

The latest 13F from S.E.E.D. Planning Group LLC covers Q2 2026 (filed Aug 4, 2026): 88 long positions worth $378.9M. The top 10 holdings make up 37.9% of the portfolio, and the largest is Apple Inc. (AAPL) at 4.3%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
11
Est. +$30.6M
Added
43
Est. +$23.7M
Reduced
28
Est. −$26.9M
Sold out
12
Est. −$3.31M

Top 5 holdings

Share of this quarter's portfolio value

  1. AAPLApple Inc.
    4.3%$16.2MHistory
  2. AMZNAmazon Com Inc
    4.2%$16.0MHistory
  3. GOOGLAlphabet Inc.
    4.0%$15.1MHistory
  4. SHWSherwin Williams Co
    3.9%$14.9MHistory
  5. CBRECbre Group, Inc.
    3.8%$14.5MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. ISRGIntuitive Surgical Inc
    +$11.4MNewHistory
  2. PIMCO ETF Tr72201R585
    +$11.0MNew
  3. Schwab U.S. Broad Market ETF808524102
    +$3.46MNew
  4. ROLRollins Inc
    +$2.22MAddedHistory
  5. CSGPCostar Group, Inc.
    +$2.06MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. ISRGIntuitive Surgical Inc
    +3.01 pp0.0% → 3.0%History
  2. PIMCO ETF Tr72201R585
    +2.89 pp0.0% → 2.9%
  3. Schwab U.S. Broad Market ETF808524102
    +0.91 pp0.0% → 0.9%
  4. Fidelity Covington Trust31609A404
    +0.51 pp0.0% → 0.5%
  5. RTXRTX Corp
    +0.46 pp0.7% → 1.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. AAgilent Technologies, Inc.
    −$14.0MReducedHistory
  2. AMZNAmazon Com Inc
    −$2.84MReducedHistory
  3. GOOGLAlphabet Inc.
    −$2.54MReducedHistory
  4. AAPLApple Inc.
    −$2.25MReducedHistory
  5. AMATApplied Materials Inc
    −$1.09MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. AAgilent Technologies, Inc.
    −3.48 pp3.7% → 0.2%History
  2. AMZNAmazon Com Inc
    −0.56 pp4.8% → 4.2%History
  3. METAMeta Platforms, Inc.
    −0.47 pp3.9% → 3.4%History
  4. AAPLApple Inc.
    −0.42 pp4.7% → 4.3%History
  5. MSFTMicrosoft Corp
    −0.38 pp3.6% → 3.2%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$378.9M
+$34.6M (+10.0%) vs. prior quarter
Positions
88
−1 vs. prior quarter
Top 10 concentration
37.9%
Top 10 as share of value
Turnover
8.4%
Q2 2026, one quarter
Average holding period
15.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $378.9M (Q2 2026)

Q1 2021: $182.3MQ2 2021: $203.1MQ3 2021: $212.0MQ4 2021: $230.4MQ1 2022: $234.5MQ2 2022: $220.8MQ3 2022: $213.9MQ4 2022: $230.7MQ1 2023: $259.1MQ2 2023: $284.9MQ3 2023: $259.3MQ4 2023: $248.1MQ1 2024: $273.9MQ2 2024: $275.1MQ3 2024: $301.6MQ4 2024: $299.6MQ1 2025: $296.7MQ2 2025: $319.0MQ3 2025: $343.1MQ4 2025: $350.9MQ1 2026: $344.3MQ2 2026: $378.9M
Q1 2021Q2 2026
13F filings of S.E.E.D. Planning Group LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 4, 202688$378.9MAAPLAMZNGOOGLvs. Q1 2026SEC
Q1 2026Apr 23, 202689$344.3MAMZNAAPLGOOGLvs. Q4 2025SEC
Q4 2025Jan 9, 202686$350.9MGOOGLAAPLAMZNvs. Q3 2025SEC
Q3 2025Oct 14, 202585$343.1MAAPLAMZNGOOGLvs. Q2 2025SEC
Q2 2025Jul 8, 202571$319.0MAMZNAAPLMETAvs. Q1 2025SEC
Q1 2025Apr 8, 202573$296.7MAAPLAMZNVanEck Morningstar Wide Moat ETFvs. Q4 2024SEC
Q4 2024Jan 14, 202575$299.6MAAPLVanEck Morningstar Wide Moat ETFAMZNvs. Q3 2024SEC
Q3 2024Oct 15, 202473$301.6MAAPLVanEck Morningstar Wide Moat ETFAMZNvs. Q2 2024SEC
Q2 2024Jul 18, 202474$275.1MAMZNAAPLNEEvs. Q1 2024SEC
Q1 2024Apr 16, 202475$273.9MAMZNAAPLNEEvs. Q4 2023SEC
Q4 2023Jan 26, 202485$248.1MAAPLAMZNMSFTvs. Q3 2023SEC
Q3 2023Oct 17, 202384$259.3MAAPLInvesco Exch TRD SLF Idx FDInvesco Exch TRD SLF Idx FDvs. Q2 2023SEC
Q2 2023Jul 18, 202389$284.9MAAPLMETAAMZNvs. Q1 2023SEC
Q1 2023Apr 13, 202388$259.1MAAPLMETAVanEck Morningstar Wide Moat ETFvs. Q4 2022SEC
Q4 2022Jan 19, 202385$230.7MAAPLInvesco Exch TRD SLF Idx FDInvesco Exch TRD SLF Idx FDvs. Q3 2022SEC
Q3 2022Oct 20, 202283$213.9MAAPLInvesco Exch TRD SLF Idx FDInvesco Exch TRD SLF Idx FDvs. Q2 2022SEC
Q2 2022Jul 26, 202283$220.8MAAPLInvesco Exch TRD SLF Idx FDInvesco Exch TRD SLF Idx FDvs. Q1 2022SEC
Q1 2022Apr 26, 202291$234.5MInvesco Exch TRD SLF Idx FDAAPLInvesco Exch TRD SLF Idx FDvs. Q4 2021SEC
Q4 2021Jan 24, 202295$230.4MInvesco Exch TRD SLF Idx FDInvesco Exch TRD SLF Idx FDInvesco Exch TRD SLF Idx FDvs. Q3 2021SEC
Q3 2021Oct 21, 202187$212.0MInvesco Exch TRD SLF Idx FDInvesco Exch TRD SLF Idx FDInvesco Exch TRD SLF Idx FDvs. Q2 2021SEC
Q2 2021Jul 14, 202184$203.1MInvesco Exch TRD SLF Idx FDInvesco Exch TRD SLF Idx FDInvesco Exch TRD SLF Idx FDvs. Q1 2021SEC
Q1 2021Apr 21, 202174$182.3MInvesco Exch TRD SLF Idx FDInvesco Exch TRD SLF Idx FDInvesco Exch TRD SLF Idx FD–SEC