S.E.E.D. Planning Group Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$344.3M
Q ending 2026-03-31
Prior quarter
$350.9M
Q ending 2025-12-31
Change
-1.9% QoQ · +16.0% YoY
Positions
89
reported holdings
Largest positions
All 89 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Amazon Com Inc | AMZN | Shares | $16.4M | 79K |
| Apple Inc | AAPL | Shares | $16.2M | 64K |
| Alphabet Inc | GOOGL | Shares | $14.2M | 49K |
| Nextera Energy Inc | NEE | Shares | $13.8M | 149K |
| Linde Plc | Shares | $13.4M | 27K | |
| Cbre Group Inc | CBRE | Shares | $13.4M | 99K |
| Meta Platforms Inc | META | Shares | $13.4M | 23K |
| Sherwin Williams Co | SHW | Shares | $13.2M | 41K |
| Thermo Fisher Scientific Inc | TMO | Shares | $12.7M | 26K |
| Agilent Technologies Inc | A | Shares | $12.6M | 111K |
| Microsoft Corp | MSFT | Shares | $12.4M | 33K |
| Costco Wholesale Corporation | COST | Shares | $12.3M | 12K |
| Rollins Inc | ROL | Shares | $12.2M | 228K |
| Valero Energy Corp | VLO | Shares | $11.4M | 46K |
| Automatic Data Processing In | ADP | Shares | $10.8M | 53K |
| Enbridge Inc | ENB | Shares | $10.5M | 194K |
| Lockheed Martin Corp | LMT | Shares | $10.3M | 17K |
| Us Bancorp | USB | Shares | $9.9M | 190K |
| Costar Group Inc | CSGP | Shares | $8.8M | 219K |
| Lowes Cos Inc | LOW | Shares | $7.6M | 32K |
| Mastercard Incorporated | MA | Shares | $6.3M | 13K |
| Lauder Estee Cos Inc | EL | Shares | $5.2M | 72K |
| Home Depot Inc | HD | Shares | $5.0M | 15K |
| Pepsico Inc | PEP | Shares | $4.5M | 29K |
| Visa Inc | V | Shares | $4.4M | 14K |
| Equinix Inc | EQIX | Shares | $4.2M | 4K |
| Invesco Exch Trd Slf Idx Fd | BSCR | Shares | $3.6M | 181K |
| Invesco Exch Trd Slf Idx Fd | BSCS | Shares | $3.5M | 170K |
| Invesco Exch Trd Slf Idx Fd | BSCT | Shares | $3.4M | 181K |
| Invesco Exch Trd Slf Idx Fd | BSCU | Shares | $3.4M | 202K |
| S&P Global Inc | SPGI | Shares | $3.0M | 7K |
| Jpmorgan Chase & Co | JPM | Shares | $2.9M | 10K |
| Cheniere Energy Inc | LNG | Shares | $2.9M | 10K |
| Schwab Strategic Tr | SCHX | Shares | $2.5M | 98K |
| Rtx Corporation | RTX | Shares | $2.4M | 12K |
| Applied Matls Inc | AMAT | Shares | $2.3M | 7K |
| Vanguard Index Fds | VTI | Shares | $2.3M | 7K |
| Exxon Mobil Corp | XOM | Shares | $2.3M | 14K |
| Fastenal Co | FAST | Shares | $2.0M | 43K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.8M | 4K |
| Invesco Exch Trd Slf Idx Fd | BSJQ | Shares | $1.7M | 73K |
| Invesco Exch Trd Slf Idx Fd | BSJR | Shares | $1.7M | 75K |
| Invesco Exch Trd Slf Idx Fd | BSJS | Shares | $1.7M | 78K |
| International Business Machs | IBM | Shares | $1.7M | 7K |
| Invesco Exch Trd Slf Idx Fd | BSJT | Shares | $1.6M | 77K |
| Anheuser Busch Inbev Sa Nv | BUD | Shares | $1.5M | 21K |
| Vaneck Etf Trust | MOAT | Shares | $1.5M | 15K |
| Accenture Plc Ireland | Shares | $1.3M | 7K | |
| Walmart Inc | WMT | Shares | $1.2M | 10K |
| Northrop Grumman Corp | NOC | Shares | $1.1M | 2K |
| Ishares Tr | IJH | Shares | $866K | 13K |
| Tractor Supply Co | TSCO | Shares | $815K | 18K |
| Ishares Tr | IWF | Shares | $799K | 2K |
| Ecolab Inc | ECL | Shares | $687K | 3K |
| Stryker Corporation | SYK | Shares | $687K | 2K |
| Willis Towers Watson Plc Ltd | Shares | $676K | 2K | |
| Ishares Tr | IJR | Shares | $663K | 5K |
| Coca Cola Co | KO | Shares | $649K | 9K |
| Broadcom Inc | AVGO | Shares | $583K | 2K |
| Procter & Gamble Co | PG | Shares | $539K | 4K |
| Progressive Corp | PGR | Shares | $505K | 3K |
| Schwab Strategic Tr | SCHD | Shares | $496K | 16K |
| Conocophillips | COP | Shares | $494K | 4K |
| Cadence Design System Inc | CDNS | Shares | $492K | 2K |
| Disney Walt Co | DIS | Shares | $483K | 5K |
| Nvidia Corporation | NVDA | Shares | $458K | 3K |
| Rockwell Automation Inc | ROK | Shares | $430K | 1K |
| Spdr Series Trust | SDY | Shares | $392K | 3K |
| Ishares Tr | IWD | Shares | $352K | 2K |
| Ferrari N V | Shares | $341K | 1K | |
| Select Sector Spdr Tr | XLU | Shares | $332K | 7K |
| Ishares Tr | DGRO | Shares | $307K | 4K |
| Millicom Intl Cellular S A | Shares | $300K | 4K | |
| Corning Inc | GLW | Shares | $292K | 2K |
| Gilead Sciences Inc | GILD | Shares | $279K | 2K |
| Colgate Palmolive Co | CL | Shares | $273K | 3K |
| Barclays Plc | BCS | Shares | $265K | 13K |
| Xylem Inc | XYL | Shares | $257K | 2K |
| Oracle Corp | ORCL | Shares | $257K | 2K |
| Starbucks Corp | SBUX | Shares | $256K | 3K |
| Halliburton Co | HAL | Shares | $253K | 7K |
| Paypal Hldgs Inc | PYPL | Shares | $249K | 6K |
| Jefferies Financial Group In | JEF | Shares | $248K | 6K |
| Ishares Tr | SHYG | Shares | $246K | 6K |
| Constellium Se | Shares | $234K | 10K | |
| Vanguard Index Fds | VOO | Shares | $226K | 379 |
| Exelon Corp | EXC | Shares | $225K | 5K |
| Amphenol Corp | APH | Shares | $216K | 2K |
| Quantumscape Corp | QS | Shares | $128K | 20K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.