S.E.E.D. Planning Group LLC Top Holdings and 13F Report (2026)

About S.E.E.D. Planning Group LLC

Investment Activity

S.E.E.D. Planning Group LLC has $344.35 million in total holdings as of March 31, 2026.
S.E.E.D. Planning Group LLC owns shares of 89 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
Approximately 19.52% of the portfolio was purchased this quarter.
About 19.33% of the portfolio was sold this quarter.
This quarter, S.E.E.D. Planning Group LLC has purchased 86 new stocks and bought additional shares in 32 stocks.
S.E.E.D. Planning Group LLC sold shares of 34 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Amazon.com: $16,440,322
Apple: $16,158,068
Alphabet: $14,172,741
NextEra Energy: $13,804,544
LINDE PLC: $13,366,073

Largest New Holdings this Quarter

824348106 - Sherwin-Williams: $13,162,667 Holding
775711104 - Rollins: $12,155,424 Holding
46138J460 - Invesco BulletShares 2030 Corporate Bond ETF: $3,376,690 Holding
311900104 - Fastenal: $2,002,688 Holding
46138J395 - Invesco BulletShares 2029 High Yield Corporate Bond ETF: $1,614,858 Holding

Largest Purchases this Quarter

Sherwin-Williams: 41,063 shares (about $13.16M)
Rollins: 227,587 shares (about $12.16M)
CoStar Group: 172,123 shares (about $6.94M)
Costco Wholesale: 5,139 shares (about $5.12M)
CBRE Group: 32,951 shares (about $4.46M)

Largest Sales this Quarter

VanEck Morningstar Wide Moat ETF: 140,803 shares (about $13.62M)
Valero Energy: 24,225 shares (about $5.99M)
Colgate-Palmolive: 63,199 shares (about $5.39M)
Lockheed Martin: 5,645 shares (about $3.41M)
Alphabet: 10,255 shares (about $2.95M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AMZN Amazon.com	$16,440,322	$1,147,353 â–²	7.5%	78,938	4.8%	Retail/Wholesale
AAPL Apple	$16,158,068	$1,033,688 â–¼	-6.0%	63,667	4.7%	Computer and Technology
GOOGL Alphabet	$14,172,741	$2,948,940 â–¼	-17.2%	49,286	4.1%	Computer and Technology
NEE NextEra Energy	$13,804,544	$1,933,944 â–¼	-12.3%	148,628	4.0%	Utilities
LINDE PLC	$13,366,073	$188,387 â–¼	-1.4%	26,961	3.9%	SHS
CBRE CBRE Group	$13,363,055	$4,463,563 â–²	50.2%	98,649	3.9%	Finance
META Meta Platforms	$13,350,451	$2,426,939 â–²	22.2%	23,335	3.9%	Computer and Technology
SHW Sherwin-Williams	$13,162,667	$13,162,667 â–²	New Holding	41,063	3.8%	Basic Materials
TMO Thermo Fisher Scientific	$12,696,207	$185,307 â–¼	-1.4%	25,830	3.7%	Medical
A Agilent Technologies	$12,614,414	$1,063,777 â–²	9.2%	110,672	3.7%	Medical
MSFT Microsoft	$12,400,179	$2,591,530 â–²	26.4%	33,499	3.6%	Computer and Technology
COST Costco Wholesale	$12,264,324	$5,120,764 â–²	71.7%	12,308	3.6%	Retail/Wholesale
ROL Rollins	$12,155,424	$12,155,424 â–²	New Holding	227,587	3.5%	Construction
VLO Valero Energy	$11,408,039	$5,985,570 â–¼	-34.4%	46,171	3.3%	Energy
ADP Automatic Data Processing	$10,761,113	$1,870,491 â–²	21.0%	52,963	3.1%	Computer and Technology
ENB Enbridge	$10,489,757	$1,122,812 â–¼	-9.7%	193,752	3.0%	Energy
LMT Lockheed Martin	$10,320,027	$3,411,804 â–¼	-24.8%	17,075	3.0%	Aerospace
USB U.S. Bancorp	$9,859,255	$1,211,570 â–¼	-10.9%	189,565	2.9%	Finance
CSGP CoStar Group	$8,838,057	$6,943,447 â–²	366.5%	219,089	2.6%	Computer and Technology
LOW Lowe's Companies	$7,586,011	$301,021 â–¼	-3.8%	32,106	2.2%	Retail/Wholesale
MA Mastercard	$6,324,901	$737,022 â–²	13.2%	12,658	1.8%	Business Services
EL Estee Lauder Companies	$5,182,804	$1,050,714 â–¼	-16.9%	72,214	1.5%	Consumer Staples
HD Home Depot	$5,002,175	$395,004 â–²	8.6%	15,209	1.5%	Retail/Wholesale
PEP PepsiCo	$4,532,975	$528,148 â–²	13.2%	29,190	1.3%	Consumer Staples
V Visa	$4,357,130	$461,525 â–²	11.8%	14,416	1.3%	Business Services
EQIX Equinix	$4,188,317	$369,529 â–¼	-8.1%	4,273	1.2%	Finance
BSCR Invesco BulletShares 2027 Corporate Bond ETF	$3,550,041	$72,809 â–²	2.1%	180,894	1.0%	ETF
BSCS Invesco BulletShares 2028 Corporate Bond ETF	$3,467,703	$58,594 â–²	1.7%	169,794	1.0%	ETF
BSCT Invesco BulletShares 2029 Corporate Bond ETF	$3,385,426	$53,891 â–²	1.6%	181,423	1.0%	ETF
BSCU Invesco BulletShares 2030 Corporate Bond ETF	$3,376,690	$3,376,690 â–²	New Holding	201,966	1.0%	Manufacturing
SPGI S&P Global	$2,966,171	$613,735 â–²	26.1%	6,974	0.9%	Finance
JPM JPMorgan Chase & Co.	$2,947,221	$147,670 â–¼	-4.8%	10,019	0.9%	Finance
CHENIERE ENERGY INC	$2,939,807	$395,569 â–¼	-11.9%	10,360	0.9%	COM NEW
SCHX Schwab US Large-Cap ETF	$2,515,284	$201,838 â–²	8.7%	98,100	0.7%	ETF
RTX RTX	$2,369,141	$129,047 â–²	5.8%	12,282	0.7%	Aerospace
AMAT Applied Materials	$2,343,319	$951,888 â–¼	-28.9%	6,856	0.7%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$2,333,893	$95,601 â–²	4.3%	7,275	0.7%	ETF
XOM ExxonMobil	$2,314,434	$653,002 â–¼	-22.0%	13,642	0.7%	Energy
FAST Fastenal	$2,002,688	$2,002,688 â–²	New Holding	43,161	0.6%	Retail/Wholesale
BRK.B Berkshire Hathaway	$1,842,045	$1,438 â–¼	-0.1%	3,844	0.5%	Finance
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF	$1,695,762	$27,184 â–²	1.6%	73,172	0.5%	ETF
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF	$1,684,555	$26,816 â–²	1.6%	75,321	0.5%	ETF
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF	$1,681,197	$32,809 â–²	2.0%	77,528	0.5%	Manufacturing
IBM International Business Machines	$1,680,345	$19,150 â–¼	-1.1%	6,932	0.5%	Computer and Technology
BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF	$1,614,858	$1,614,858 â–²	New Holding	76,770	0.5%	ETF
BUD Anheuser-Busch InBev SA/NV	$1,481,318	$1,253,092 â–²	549.1%	21,354	0.4%	Consumer Staples
MOAT VanEck Morningstar Wide Moat ETF	$1,480,520	$13,616,046 â–¼	-90.2%	15,310	0.4%	ETF
ACN Accenture	$1,307,363	$9,915 â–²	0.8%	6,593	0.4%	Computer and Technology
WALMART INC	$1,185,263	$37,284 â–²	3.2%	9,537	0.3%	COM
NOC Northrop Grumman	$1,133,639	$15,006 â–²	1.3%	1,662	0.3%	Aerospace
IJH iShares Core S&P Mid-Cap ETF	$866,091	$42,882 â–¼	-4.7%	12,825	0.3%	ETF
TSCO Tractor Supply	$815,343	$815,343 â–²	New Holding	17,999	0.2%	Retail/Wholesale
IWF iShares Russell 1000 Growth ETF	$798,647	$69,503 â–¼	-8.0%	1,873	0.2%	ETF
ECL Ecolab	$687,437	$281,998 â–¼	-29.1%	2,584	0.2%	Basic Materials
SYK Stryker	$686,910	$686,910 â–²	New Holding	2,090	0.2%	Medical
WTW Willis Towers Watson Public	$675,587	$2,907 â–¼	-0.4%	2,324	0.2%	Finance
IJR iShares Core S&P Small-Cap ETF	$663,400	$40,150 â–¼	-5.7%	5,337	0.2%	ETF
KO CocaCola	$649,239	$53,007 â–¼	-7.5%	8,537	0.2%	Consumer Staples
AVGO Broadcom	$583,359	$144,215 â–²	32.8%	1,885	0.2%	Computer and Technology
PG Procter & Gamble	$539,317	$232,539 â–²	75.8%	3,734	0.2%	Consumer Staples
PGR Progressive	$505,484	$505,484 â–²	New Holding	2,550	0.1%	Finance
SCHD Schwab US Dividend Equity ETF	$496,126	$266,026 â–²	115.6%	16,171	0.1%	ETF
COP ConocoPhillips	$494,292	$117,733 â–¼	-19.2%	3,745	0.1%	Energy
CDNS Cadence Design Systems	$492,386		0.0%	1,772	0.1%	Computer and Technology
DIS Walt Disney	$482,799	$964 â–¼	-0.2%	5,009	0.1%	Consumer Discretionary
NVDA NVIDIA	$457,759	$67,487 â–²	17.3%	2,625	0.1%	Computer and Technology
ROK Rockwell Automation	$429,584	$124,533 â–²	40.8%	1,197	0.1%	Computer and Technology
SDY SPDR S&P Dividend ETF	$392,141		0.0%	2,687	0.1%	ETF
IWD iShares Russell 1000 Value ETF	$352,342		0.0%	1,649	0.1%	ETF
RACE Ferrari	$340,660	$145,804 â–²	74.8%	1,007	0.1%	Auto/Tires/Trucks
XLU Utilities Select Sector SPDR Fund	$331,601	$331,601 â–²	New Holding	7,226	0.1%	ETF
DGRO iShares Core Dividend Growth ETF	$307,178	$52,003 â–¼	-14.5%	4,377	0.1%	ETF
TIGO Millicom International Cellular	$299,760		0.0%	4,000	0.1%	Computer and Technology
GLW Corning	$292,339	$261,337 â–¼	-47.2%	2,150	0.1%	Computer and Technology
GILD Gilead Sciences	$278,740		0.0%	2,000	0.1%	Medical
CL Colgate-Palmolive	$272,535	$5,385,847 â–¼	-95.2%	3,198	0.1%	Consumer Staples
BCS Barclays	$264,500		0.0%	12,500	0.1%	Finance
XYL Xylem	$257,045	$47,203 â–¼	-15.5%	2,151	0.1%	Business Services
ORCL Oracle	$256,574	$1,177 â–¼	-0.5%	1,744	0.1%	Computer and Technology
SBUX Starbucks	$255,869	$77,585 â–¼	-23.3%	2,856	0.1%	Retail/Wholesale
HAL Halliburton	$253,435	$253,435 â–²	New Holding	6,500	0.1%	Energy
PYPL PayPal	$248,765	$248,765 â–²	New Holding	5,500	0.1%	Business Services
JEF Jefferies Financial Group	$247,620	$247,620 â–²	New Holding	6,000	0.1%	Finance
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$246,231	$4,273 â–¼	-1.7%	5,820	0.1%	ETF
CSTM Constellium	$233,510	$233,510 â–²	New Holding	9,500	0.1%	Industrials
VOO Vanguard S&P 500 ETF	$226,471	$226,471 â–²	New Holding	379	0.1%	ETF
EXC Exelon	$225,492		0.0%	4,600	0.1%	Utilities
APH Amphenol	$216,311		0.0%	1,712	0.1%	Computer and Technology
QS QuantumScape	$127,600		0.0%	20,000	0.0%	Auto/Tires/Trucks
CTVA Corteva	$0	$12,434,620 â–¼	-100.0%	0	0.0%	Consumer Staples
AMT American Tower	$0	$4,960,328 â–¼	-100.0%	0	0.0%	Finance
BSCQ Invesco BulletShares 2026 Corporate Bond ETF	$0	$3,456,417 â–¼	-100.0%	0	0.0%	ETF
SO Southern	$0	$1,909,593 â–¼	-100.0%	0	0.0%	Utilities
ARQT Arcutis Biotherapeutics	$0	$377,520 â–¼	-100.0%	0	0.0%	Medical
COMM CommScope	$0	$271,950 â–¼	-100.0%	0	0.0%	Computer and Technology
KLAC KLA	$0	$268,059 â–¼	-100.0%	0	0.0%	Computer and Technology
SLV iShares Silver Trust	$0	$258,002 â–¼	-100.0%	0	0.0%	ETF
CELESTICA INC	$0	$246,243 â–¼	-100.0%	0	0.0%	COM
CCL Carnival	$0	$213,841 â–¼	-100.0%	0	0.0%	Consumer Discretionary
GD General Dynamics	$0	$202,333 â–¼	-100.0%	0	0.0%	Aerospace

Showing largest 100 holdings. View all holdings.

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S.E.E.D. Planning Group LLC Top Holdings and 13F Report (2026)

About S.E.E.D. Planning Group LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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S.E.E.D. Planning Group LLC Top Holdings and 13F Report (2026)

About S.E.E.D. Planning Group LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofS.E.E.D. Planning Group LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools