Q1 2026 · 13F-HR
S.E.E.D. Planning Group LLCholdings as filed
Filed 2026-04-23 · accession 0001765515-26-000003
$344.3M
Reported value
89
Positions
2026-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $16.4M | 4.77% | 78,938 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $16.2M | 4.69% | 63,667 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $14.2M | 4.12% | 49,286 | Common | NONE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $13.8M | 4.01% | 148,628 | Common | NONE |
| G54950103 | LIN | LINDE PLC | $13.4M | 3.88% | 26,961 | Common | NONE |
| 12504L109 | CBRE | CBRE GROUP INC | $13.4M | 3.88% | 98,649 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $13.4M | 3.88% | 23,335 | Common | NONE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $13.2M | 3.82% | 41,063 | Common | NONE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $12.7M | 3.69% | 25,830 | Common | NONE |
| 00846U101 | A | AGILENT TECHNOLOGIES INC | $12.6M | 3.66% | 110,672 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $12.4M | 3.60% | 33,499 | Common | NONE |
| 22160K105 | COST | COSTCO WHOLESALE CORPORATION | $12.3M | 3.56% | 12,308 | Common | NONE |
| 775711104 | ROL | ROLLINS INC | $12.2M | 3.53% | 227,587 | Common | NONE |
| 91913Y100 | VLO | VALERO ENERGY CORP | $11.4M | 3.31% | 46,171 | Common | NONE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $10.8M | 3.13% | 52,963 | Common | NONE |
| 29250N105 | ENB | ENBRIDGE INC | $10.5M | 3.05% | 193,752 | Common | NONE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $10.3M | 3.00% | 17,075 | Common | NONE |
| 902973304 | USB | US BANCORP | $9.9M | 2.86% | 189,565 | Common | NONE |
| 22160N109 | CSGP | COSTAR GROUP INC | $8.8M | 2.57% | 219,089 | Common | NONE |
| 548661107 | LOW | LOWES COS INC | $7.6M | 2.20% | 32,106 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $6.3M | 1.84% | 12,658 | Common | NONE |
| 518439104 | EL | LAUDER ESTEE COS INC | $5.2M | 1.51% | 72,214 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $5.0M | 1.45% | 15,209 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $4.5M | 1.32% | 29,190 | Common | NONE |
| 92826C839 | V | VISA INC | $4.4M | 1.27% | 14,416 | Common | NONE |
| 29444U700 | EQIX | EQUINIX INC | $4.2M | 1.22% | 4,273 | Common | NONE |
| 46138J783 | BSCR | INVESCO EXCH TRD SLF IDX FD | $3.6M | 1.03% | 180,894 | Common | NONE |
| 46138J643 | BSCS | INVESCO EXCH TRD SLF IDX FD | $3.5M | 1.01% | 169,794 | Common | NONE |
| 46138J577 | BSCT | INVESCO EXCH TRD SLF IDX FD | $3.4M | 0.98% | 181,423 | Common | NONE |
| 46138J460 | BSCU | INVESCO EXCH TRD SLF IDX FD | $3.4M | 0.98% | 201,966 | Common | NONE |
| 78409V104 | SPGI | S&P GLOBAL INC | $3.0M | 0.86% | 6,974 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $2.9M | 0.86% | 10,019 | Common | NONE |
| 16411R208 | LNG | CHENIERE ENERGY INC | $2.9M | 0.85% | 10,360 | Common | NONE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $2.5M | 0.73% | 98,100 | Common | NONE |
| 75513E101 | RTX | RTX CORPORATION | $2.4M | 0.69% | 12,282 | Common | NONE |
| 038222105 | AMAT | APPLIED MATLS INC | $2.3M | 0.68% | 6,856 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $2.3M | 0.68% | 7,275 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $2.3M | 0.67% | 13,642 | Common | NONE |
| 311900104 | FAST | FASTENAL CO | $2.0M | 0.58% | 43,161 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.8M | 0.53% | 3,844 | Common | NONE |
| 46138J635 | BSJQ | INVESCO EXCH TRD SLF IDX FD | $1.7M | 0.49% | 73,172 | Common | NONE |
| 46138J585 | BSJR | INVESCO EXCH TRD SLF IDX FD | $1.7M | 0.49% | 75,321 | Common | NONE |
| 46138J452 | BSJS | INVESCO EXCH TRD SLF IDX FD | $1.7M | 0.49% | 77,528 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $1.7M | 0.49% | 6,932 | Common | NONE |
| 46138J395 | BSJT | INVESCO EXCH TRD SLF IDX FD | $1.6M | 0.47% | 76,770 | Common | NONE |
| 03524A108 | BUD | ANHEUSER BUSCH INBEV SA NV | $1.5M | 0.43% | 21,354 | Common | NONE |
| 92189F643 | MOAT | VANECK ETF TRUST | $1.5M | 0.43% | 15,310 | Common | NONE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $1.3M | 0.38% | 6,593 | Common | NONE |
| 931142103 | WMT | WALMART INC | $1.2M | 0.34% | 9,537 | Common | NONE |
| 666807102 | NOC | NORTHROP GRUMMAN CORP | $1.1M | 0.33% | 1,662 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $866,091 | 0.25% | 12,825 | Common | NONE |
| 892356106 | TSCO | TRACTOR SUPPLY CO | $815,343 | 0.24% | 17,999 | Common | NONE |
| 464287614 | IWF | ISHARES TR | $798,647 | 0.23% | 1,873 | Common | NONE |
| 278865100 | ECL | ECOLAB INC | $687,437 | 0.20% | 2,584 | Common | NONE |
| 863667101 | SYK | STRYKER CORPORATION | $686,910 | 0.20% | 2,090 | Common | NONE |
| G96629103 | WTW | WILLIS TOWERS WATSON PLC LTD | $675,587 | 0.20% | 2,324 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $663,400 | 0.19% | 5,337 | Common | NONE |
| 191216100 | KO | COCA COLA CO | $649,239 | 0.19% | 8,537 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $583,359 | 0.17% | 1,885 | Common | NONE |
| 742718109 | PG | PROCTER & GAMBLE CO | $539,317 | 0.16% | 3,734 | Common | NONE |
| 743315103 | PGR | PROGRESSIVE CORP | $505,484 | 0.15% | 2,550 | Common | NONE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $496,126 | 0.14% | 16,171 | Common | NONE |
| 20825C104 | COP | CONOCOPHILLIPS | $494,292 | 0.14% | 3,745 | Common | NONE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $492,386 | 0.14% | 1,772 | Common | NONE |
| 254687106 | DIS | DISNEY WALT CO | $482,799 | 0.14% | 5,009 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $457,759 | 0.13% | 2,625 | Common | NONE |
| 773903109 | ROK | ROCKWELL AUTOMATION INC | $429,584 | 0.12% | 1,197 | Common | NONE |
| 78464A763 | SDY | SPDR SERIES TRUST | $392,141 | 0.11% | 2,687 | Common | NONE |
| 464287598 | IWD | ISHARES TR | $352,342 | 0.10% | 1,649 | Common | NONE |
| N3167Y103 | RACE | FERRARI N V | $340,660 | 0.10% | 1,007 | Common | NONE |
| 81369Y886 | XLU | SELECT SECTOR SPDR TR | $331,601 | 0.10% | 7,226 | Common | NONE |
| 46434V621 | DGRO | ISHARES TR | $307,178 | 0.09% | 4,377 | Common | NONE |
| L6388F110 | TIGO | MILLICOM INTL CELLULAR S A | $299,760 | 0.09% | 4,000 | Common | NONE |
| 219350105 | GLW | CORNING INC | $292,339 | 0.08% | 2,150 | Common | NONE |
| 375558103 | GILD | GILEAD SCIENCES INC | $278,740 | 0.08% | 2,000 | Common | NONE |
| 194162103 | CL | COLGATE PALMOLIVE CO | $272,535 | 0.08% | 3,198 | Common | NONE |
| 06738E204 | BCS | BARCLAYS PLC | $264,500 | 0.08% | 12,500 | Common | NONE |
| 98419M100 | XYL | XYLEM INC | $257,045 | 0.07% | 2,151 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $256,574 | 0.07% | 1,744 | Common | NONE |
| 855244109 | SBUX | STARBUCKS CORP | $255,869 | 0.07% | 2,856 | Common | NONE |
| 406216101 | HAL | HALLIBURTON CO | $253,435 | 0.07% | 6,500 | Common | NONE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $248,765 | 0.07% | 5,500 | Common | NONE |
| 47233W109 | JEF | JEFFERIES FINANCIAL GROUP IN | $247,620 | 0.07% | 6,000 | Common | NONE |
| 46434V407 | SHYG | ISHARES TR | $246,231 | 0.07% | 5,820 | Common | NONE |
| F21107101 | CSTM | CONSTELLIUM SE | $233,510 | 0.07% | 9,500 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $226,471 | 0.07% | 379 | Common | NONE |
| 30161N101 | EXC | EXELON CORP | $225,492 | 0.07% | 4,600 | Common | NONE |
| 032095101 | APH | AMPHENOL CORP | $216,311 | 0.06% | 1,712 | Common | NONE |
| 74767V109 | QS | QUANTUMSCAPE CORP | $127,600 | 0.04% | 20,000 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.