Institutional
S.E.E.D. Planning Group LLC
CIK 0001765515
$344.3M
Reported AUM
89
Positions
Q1 2026
Period
2026-04-23
Filed
Editorial summary
Summary for S.E.E.D. Planning Group LLC · Q1 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $235.50 | 3.90% | 9.66% | 35.70% | $16.4M | 4.77% | — | HELD |
| 2 | AAPL | APPLE INC | $333.43 | -1.41% | 65.41% | 124.96% | $16.2M | 4.69% | — | HELD |
| 3 | GOOGL | ALPHABET INC | $333.66 | -0.91% | 76.18% | 131.67% | $14.2M | 4.12% | — | HELD |
| 4 | NEE | NEXTERA ENERGY INC | $88.05 | 0.14% | 28.52% | 18.85% | $13.8M | 4.01% | — | HELD |
| 5 | LIN | LINDE PLC | $470.97 | -7.41% | 11.29% | 71.60% | $13.4M | 3.88% | — | HELD |
| 6 | CBRE | CBRE GROUP INC | $148.95 | -0.34% | -2.91% | 55.20% | $13.4M | 3.88% | — | HELD |
| 7 | META | META PLATFORMS INC | $539.03 | -7.95% | -27.89% | 43.33% | $13.4M | 3.88% | — | HELD |
| 8 | SHW | SHERWIN WILLIAMS CO | $340.69 | -1.20% | 1.35% | 18.55% | $13.2M | 3.82% | — | HELD |
| 9 | TMO | THERMO FISHER SCIENTIFIC INC | $570.01 | -1.17% | 25.02% | 5.40% | $12.7M | 3.69% | — | HELD |
| 10 | A | AGILENT TECHNOLOGIES INC | $137.88 | -0.60% | 22.88% | -18.30% | $12.6M | 3.66% | — | HELD |
| 11 | MSFT | MICROSOFT CORP | $451.10 | 15.51% | -13.24% | 55.41% | $12.4M | 3.60% | — | HELD |
| 12 | COST | COSTCO WHOLESALE CORPORATION | $939.42 | -1.55% | 0.49% | 120.47% | $12.3M | 3.56% | — | HELD |
| 13 | ROL | ROLLINS INC | $38.19 | -0.42% | -33.99% | 2.99% | $12.2M | 3.53% | — | HELD |
| 14 | VLO | VALERO ENERGY CORP | $310.93 | -0.25% | 138.09% | 446.65% | $11.4M | 3.31% | — | HELD |
| 15 | ADP | AUTOMATIC DATA PROCESSING IN | $261.00 | -1.09% | -9.73% | 40.87% | $10.8M | 3.13% | — | HELD |
| 16 | ENB | ENBRIDGE INC | $55.07 | -0.65% | 24.90% | 88.28% | $10.5M | 3.05% | — | HELD |
| 17 | LMT | LOCKHEED MARTIN CORP | $572.57 | -0.27% | 40.04% | 81.28% | $10.3M | 3.00% | — | HELD |
| 18 | USB | US BANCORP | $62.69 | -0.33% | 48.23% | 35.75% | $9.9M | 2.86% | — | HELD |
| 19 | CSGP | COSTAR GROUP INC | $28.95 | -1.71% | -68.86% | -65.23% | $8.8M | 2.57% | — | HELD |
| 20 | LOW | LOWES COS INC | $207.04 | -1.45% | -5.30% | 13.51% | $7.6M | 2.20% | — | HELD |
| 21 | MA | MASTERCARD INCORPORATED | $568.64 | -1.51% | 3.76% | 71.76% | $6.3M | 1.84% | — | HELD |
| 22 | EL | LAUDER ESTEE COS INC | $83.36 | -1.79% | -5.40% | -73.17% | $5.2M | 1.51% | — | HELD |
| 23 | HD | HOME DEPOT INC | $330.00 | -1.00% | -8.42% | 15.74% | $5.0M | 1.45% | — | HELD |
| 24 | PEP | PEPSICO INC | $138.64 | -1.11% | 4.65% | 5.03% | $4.5M | 1.32% | — | HELD |
| 25 | V | VISA INC | $363.91 | -0.64% | 8.37% | 65.12% | $4.4M | 1.27% | — | HELD |
| 26 | EQIX | EQUINIX INC | $1023.81 | -2.26% | 39.13% | 36.86% | $4.2M | 1.22% | — | HELD |
| 27 | BSCR | INVESCO EXCH TRD SLF IDX FD | $19.60 | 0.00% | 3.86% | 6.66% | $3.6M | 1.03% | — | HELD |
| 28 | BSCS | INVESCO EXCH TRD SLF IDX FD | $20.30 | -0.15% | 3.46% | 5.91% | $3.5M | 1.01% | — | HELD |
| 29 | BSCT | INVESCO EXCH TRD SLF IDX FD | $18.48 | -0.14% | 3.19% | 4.58% | $3.4M | 0.98% | — | HELD |
| 30 | BSCU | INVESCO EXCH TRD SLF IDX FD | $16.49 | -0.21% | 2.66% | 1.74% | $3.4M | 0.98% | — | HELD |
| 31 | SPGI | S&P GLOBAL INC | $411.20 | -0.92% | — | — | $3.0M | 0.86% | — | HELD |
| 32 | JPM | JPMORGAN CHASE & CO | $353.60 | 0.79% | — | — | $2.9M | 0.86% | — | HELD |
| 33 | LNG | CHENIERE ENERGY INC | $259.85 | 0.69% | — | — | $2.9M | 0.85% | — | HELD |
| 34 | SCHX | SCHWAB STRATEGIC TR | $29.34 | 0.32% | — | — | $2.5M | 0.73% | — | HELD |
| 35 | RTX | RTX CORPORATION | $213.84 | -0.25% | — | — | $2.4M | 0.69% | — | HELD |
| 36 | AMAT | APPLIED MATLS INC | $534.91 | 6.60% | — | — | $2.3M | 0.68% | — | HELD |
| 37 | VTI | VANGUARD INDEX FDS | $368.09 | 0.50% | — | — | $2.3M | 0.68% | — | HELD |
| 38 | XOM | EXXON MOBIL CORP | $156.97 | 0.14% | — | — | $2.3M | 0.67% | — | HELD |
| 39 | FAST | FASTENAL CO | $47.06 | 0.86% | — | — | $2.0M | 0.58% | — | HELD |
| 40 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $1.8M | 0.53% | — | HELD |
| 41 | BSJQ | INVESCO EXCH TRD SLF IDX FD | $22.88 | -0.07% | — | — | $1.7M | 0.49% | — | HELD |
| 42 | BSJR | INVESCO EXCH TRD SLF IDX FD | $22.29 | -0.16% | — | — | $1.7M | 0.49% | — | HELD |
| 43 | BSJS | INVESCO EXCH TRD SLF IDX FD | $21.67 | -0.16% | — | — | $1.7M | 0.49% | — | HELD |
| 44 | IBM | INTERNATIONAL BUSINESS MACHS | $220.64 | -0.50% | — | — | $1.7M | 0.49% | — | HELD |
| 45 | BSJT | INVESCO EXCH TRD SLF IDX FD | $21.03 | -0.21% | — | — | $1.6M | 0.47% | — | HELD |
| 46 | BUD | ANHEUSER BUSCH INBEV SA NV | $86.00 | -0.16% | — | — | $1.5M | 0.43% | — | HELD |
| 47 | MOAT | VANECK ETF TRUST | $107.85 | 0.01% | — | — | $1.5M | 0.43% | — | HELD |
| 48 | ACN | ACCENTURE PLC IRELAND | $160.04 | -1.99% | — | — | $1.3M | 0.38% | — | HELD |
| 49 | WMT | WALMART INC | $111.10 | -2.73% | — | — | $1.2M | 0.34% | — | HELD |
| 50 | NOC | NORTHROP GRUMMAN CORP | $533.13 | -0.32% | — | — | $1.1M | 0.33% | — | HELD |
| 51 | IJH | ISHARES TR | $75.25 | -0.13% | — | — | $866K | 0.25% | — | HELD |
| 52 | TSCO | TRACTOR SUPPLY CO | $30.45 | 0.81% | — | — | $815K | 0.24% | — | HELD |
| 53 | IWF | ISHARES TR | $118.47 | 0.89% | — | — | $799K | 0.23% | — | HELD |
| 54 | ECL | ECOLAB INC | $274.67 | -1.67% | — | — | $687K | 0.20% | — | HELD |
| 55 | SYK | STRYKER CORPORATION | $318.05 | -8.62% | — | — | $687K | 0.20% | — | HELD |
| 56 | WTW | WILLIS TOWERS WATSON PLC LTD | $332.32 | -1.11% | — | — | $676K | 0.20% | — | HELD |
| 57 | IJR | ISHARES TR | $145.95 | 0.31% | — | — | $663K | 0.19% | — | HELD |
| 58 | KO | COCA COLA CO | $87.32 | -1.32% | — | — | $649K | 0.19% | — | HELD |
| 59 | AVGO | BROADCOM INC | $387.84 | 4.73% | — | — | $583K | 0.17% | — | HELD |
| 60 | PG | PROCTER & GAMBLE CO | $141.90 | -1.43% | — | — | $539K | 0.16% | — | HELD |
| 61 | PGR | PROGRESSIVE CORP | $212.73 | -0.26% | — | — | $505K | 0.15% | — | HELD |
| 62 | SCHD | SCHWAB STRATEGIC TR | $33.20 | -0.62% | — | — | $496K | 0.14% | — | HELD |
| 63 | COP | CONOCOPHILLIPS | $119.43 | 0.33% | — | — | $494K | 0.14% | — | HELD |
| 64 | CDNS | CADENCE DESIGN SYSTEM INC | $340.23 | 2.23% | — | — | $492K | 0.14% | — | HELD |
| 65 | DIS | DISNEY WALT CO | $96.13 | -0.03% | — | — | $483K | 0.14% | — | HELD |
| 66 | NVDA | NVIDIA CORPORATION | $195.04 | 2.65% | — | — | $458K | 0.13% | — | HELD |
| 67 | ROK | ROCKWELL AUTOMATION INC | $474.29 | 0.70% | — | — | $430K | 0.12% | — | HELD |
| 68 | SDY | SPDR SERIES TRUST | $154.52 | -0.59% | — | — | $392K | 0.11% | — | HELD |
| 69 | IWD | ISHARES TR | $250.92 | 0.08% | — | — | $352K | 0.10% | — | HELD |
| 70 | RACE | FERRARI N V | $391.38 | -1.60% | — | — | $341K | 0.10% | — | HELD |
| 71 | XLU | SELECT SECTOR SPDR TR | $44.35 | -0.69% | — | — | $332K | 0.10% | — | HELD |
| 72 | DGRO | ISHARES TR | $77.71 | -0.67% | — | — | $307K | 0.09% | — | HELD |
| 73 | TIGO | MILLICOM INTL CELLULAR S A | $95.16 | -0.01% | — | — | $300K | 0.09% | — | HELD |
| 74 | GLW | CORNING INC | $143.24 | 5.93% | — | — | $292K | 0.08% | — | HELD |
| 75 | GILD | GILEAD SCIENCES INC | $129.06 | -1.69% | — | — | $279K | 0.08% | — | HELD |
| 76 | CL | COLGATE PALMOLIVE CO | $90.10 | -1.64% | — | — | $273K | 0.08% | — | HELD |
| 77 | BCS | BARCLAYS PLC | $27.39 | -1.14% | — | — | $265K | 0.08% | — | HELD |
| 78 | XYL | XYLEM INC | $115.55 | -1.09% | — | — | $257K | 0.07% | — | HELD |
| 79 | ORCL | ORACLE CORP | $127.56 | 8.34% | — | — | $257K | 0.07% | — | HELD |
| 80 | SBUX | STARBUCKS CORP | $107.60 | 1.65% | — | — | $256K | 0.07% | — | HELD |
| 81 | HAL | HALLIBURTON CO | $31.62 | -0.05% | — | — | $253K | 0.07% | — | HELD |
| 82 | PYPL | PAYPAL HLDGS INC | $56.72 | -1.61% | — | — | $249K | 0.07% | — | HELD |
| 83 | JEF | JEFFERIES FINANCIAL GROUP IN | $53.84 | -2.27% | — | — | $248K | 0.07% | — | HELD |
| 84 | SHYG | ISHARES TR | $42.10 | -0.08% | — | — | $246K | 0.07% | — | HELD |
| 85 | CSTM | CONSTELLIUM SE | $27.76 | -2.82% | — | — | $234K | 0.07% | — | HELD |
| 86 | VOO | VANGUARD INDEX FDS | $685.10 | 0.49% | — | — | $226K | 0.07% | — | HELD |
| 87 | EXC | EXELON CORP | $45.98 | 0.88% | — | — | $225K | 0.07% | — | HELD |
| 88 | APH | AMPHENOL CORP | $165.04 | 3.27% | — | — | $216K | 0.06% | — | HELD |
| 89 | QS | QUANTUMSCAPE CORP | $5.15 | -1.53% | — | — | $128K | 0.04% | — | HELD |
Source: SEC EDGAR · accession 0001765515-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.