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 $378.92 million in total holdings as of June 30, 2026.
S.E.E.D. Planning Group LLC owns shares of 88 different stocks, but just 31 companies or ETFs make up 80% of its holdings.
Approximately 14.35% of the portfolio was purchased this quarter.
About 7.99% of the portfolio was sold this quarter.
This quarter, S.E.E.D. Planning Group LLC has purchased 89 new stocks and bought additional shares in 43 stocks.
S.E.E.D. Planning Group LLC sold shares of 28 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

Apple: $16,173,470
Amazon.com: $15,976,738
Alphabet: $15,073,395
Sherwin-Williams: $14,879,164
CBRE Group: $14,480,445

Largest New Holdings this Quarter

46120E602 - Intuitive Surgical: $11,418,192 Holding
72201R585 - PIMCO Multi Sector Bond Active ETF: $10,950,877 Holding
808524102 - Schwab US Broad Market ETF: $3,461,328 Holding
31609A404 - FIDELITY COVINGTON TRUST: $1,932,139 Holding
172908105 - Cintas: $547,480 Holding

Largest Purchases this Quarter

Intuitive Surgical: 28,712 shares (about $11.42M)
PIMCO Multi Sector Bond Active ETF: 412,929 shares (about $10.95M)
Schwab US Broad Market ETF: 119,521 shares (about $3.46M)
Rollins: 53,276 shares (about $2.22M)
CoStar Group: 72,754 shares (about $2.06M)

Largest Sales this Quarter

Agilent Technologies: 105,562 shares (about $14.02M)
Amazon.com: 11,905 shares (about $2.84M)
Alphabet: 7,107 shares (about $2.54M)
Apple: 7,773 shares (about $2.25M)
Applied Materials: 1,512 shares (about $1.09M)

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
AAPL Apple	$16,173,470	$2,249,193 â–¼	-12.2%	55,894	4.3%	Technology
AMZN Amazon.com	$15,976,738	$2,837,454 â–¼	-15.1%	67,033	4.2%	Consumer Discretionary
GOOGL Alphabet	$15,073,395	$2,539,809 â–¼	-14.4%	42,179	4.0%	Communication Services
SHW Sherwin-Williams	$14,879,164	$740,291 â–²	5.2%	43,213	3.9%	Materials
CBRE CBRE Group	$14,480,445	$1,193,358 â–²	9.0%	107,509	3.8%	Real Estate
NEE NextEra Energy	$14,208,493	$1,163,393 â–²	8.9%	161,883	3.7%	Utilities
LINDE PLC	$13,931,121	$60,198 â–¼	-0.4%	26,845	3.7%	SHS
TMO Thermo Fisher Scientific	$13,674,092	$723,964 â–²	5.6%	27,274	3.6%	Healthcare
META Meta Platforms	$12,902,887	$241,655 â–¼	-1.8%	22,906	3.4%	Communication Services
MSFT Microsoft	$12,221,489	$274,167 â–¼	-2.2%	32,764	3.2%	Technology
COST Costco Wholesale	$11,821,418	$307,767 â–²	2.7%	12,637	3.1%	Consumer Staples
ROL Rollins	$11,723,214	$2,223,739 â–²	23.4%	280,863	3.1%	Industrials
VLO Valero Energy	$11,608,279	$416,442 â–¼	-3.5%	44,572	3.1%	Energy
ADP Automatic Data Processing	$11,502,586	$358,546 â–¼	-3.0%	51,362	3.0%	Industrials
ISRG Intuitive Surgical	$11,418,192	$11,418,192 â–²	New Holding	28,712	3.0%	Healthcare
PYLD PIMCO Multi Sector Bond Active ETF	$10,950,877	$10,950,877 â–²	New Holding	412,929	2.9%	ETF
USB U.S. Bancorp	$10,910,290	$539,432 â–¼	-4.7%	180,634	2.9%	Finance
ENB Enbridge	$10,221,990	$281,295 â–¼	-2.7%	188,563	2.7%	Energy
LMT Lockheed Martin	$8,861,342	$162,514 â–²	1.9%	17,394	2.3%	Industrials
CSGP CoStar Group	$8,264,982	$2,060,390 â–²	33.2%	291,843	2.2%	Real Estate
LOW Lowe's Companies	$7,877,128	$798,164 â–²	11.3%	35,726	2.1%	Consumer Discretionary
MA Mastercard	$6,844,390	$343,093 â–²	5.3%	13,326	1.8%	Finance
HD Home Depot	$6,058,873	$695,113 â–²	13.0%	17,180	1.6%	Consumer Discretionary
EL Estee Lauder Companies	$5,060,320	$640,998 â–¼	-11.2%	64,095	1.3%	Consumer Staples
V Visa	$4,805,086	$141,013 â–¼	-2.9%	14,005	1.3%	Finance
RTX RTX	$4,354,751	$2,024,451 â–²	86.9%	22,952	1.1%	Industrials
PEP PepsiCo	$4,313,397	$361,108 â–²	9.1%	31,857	1.1%	Consumer Staples
BSCR Invesco BulletShares 2027 Corporate Bond ETF	$4,251,559	$703,317 â–²	19.8%	216,750	1.1%	ETF
BSCS Invesco BulletShares 2028 Corporate Bond ETF	$4,191,444	$733,588 â–²	21.2%	205,816	1.1%	ETF
EQIX Equinix	$4,190,415	$263,725 â–¼	-5.9%	4,020	1.1%	Real Estate
BSCU Invesco BulletShares 2030 Corporate Bond ETF	$4,113,880	$752,155 â–²	22.4%	247,154	1.1%	ETF
BSCT Invesco BulletShares 2029 Corporate Bond ETF	$4,111,875	$741,942 â–²	22.0%	221,366	1.1%	ETF
AMAT Applied Materials	$3,864,050	$1,093,272 â–¼	-22.1%	5,344	1.0%	Technology
CHENIERE ENERGY INC	$3,473,224	$997,130 â–²	40.3%	14,532	0.9%	COM NEW
SCHB Schwab US Broad Market ETF	$3,461,328	$3,461,328 â–²	New Holding	119,521	0.9%	ETF
SCHX Schwab US Large-Cap ETF	$3,354,019	$466,936 â–²	16.2%	113,966	0.9%	ETF
JPM JPMorgan Chase & Co.	$3,249,337	$30,114 â–¼	-0.9%	9,927	0.9%	Finance
XOM ExxonMobil	$3,007,757	$1,142,589 â–²	61.3%	21,999	0.8%	Energy
SPGI S&P Global	$2,894,892	$54,574 â–²	1.9%	7,108	0.8%	Finance
VTI Vanguard Total Stock Market ETF	$2,652,403	$39,594 â–¼	-1.5%	7,168	0.7%	ETF
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF	$2,035,464	$349,616 â–²	20.7%	93,606	0.5%	ETF
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF	$2,035,081	$351,988 â–²	20.9%	91,073	0.5%	ETF
FAST Fastenal	$2,031,915	$41,114 â–¼	-2.0%	42,305	0.5%	Industrials
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF	$2,028,925	$349,261 â–²	20.8%	88,387	0.5%	ETF
BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF	$1,979,902	$357,752 â–²	22.1%	93,701	0.5%	ETF
FIDELITY COVINGTON TRUST	$1,932,139	$1,932,139 â–²	New Holding	48,147	0.5%	ENHANCED INTL
BRK.B Berkshire Hathaway	$1,923,504		0.0%	3,844	0.5%	Finance
IBM International Business Machines	$1,888,868	$60,460 â–¼	-3.1%	6,717	0.5%	Technology
BUD Anheuser-Busch InBev SA/NV	$1,782,477	$22,907 â–²	1.3%	21,632	0.5%	Consumer Staples
SYK Stryker	$1,395,428	$737,385 â–²	112.1%	4,432	0.4%	Healthcare
WALMART INC	$1,308,391	$228,221 â–²	21.1%	11,552	0.3%	COM
IJH iShares Core S&P Mid-Cap ETF	$1,100,766	$111,812 â–²	11.3%	14,275	0.3%	ETF
NOC Northrop Grumman	$1,100,371	$254,088 â–²	30.0%	2,161	0.3%	Industrials
MOAT VanEck Morningstar Wide Moat ETF	$1,051,846	$539,749 â–¼	-33.9%	10,118	0.3%	ETF
PG Procter & Gamble	$976,004	$428,468 â–²	78.3%	6,656	0.3%	Consumer Staples
IWF iShares Russell 1000 Growth ETF	$894,521	$661,951 â–²	284.6%	7,204	0.2%	ETF
ACN Accenture	$871,743	$51,272 â–²	6.2%	7,005	0.2%	Technology
IJR iShares Core S&P Small-Cap ETF	$852,732	$61,248 â–²	7.7%	5,750	0.2%	ETF
PGR Progressive	$797,967	$240,941 â–²	43.3%	3,653	0.2%	Finance
AVGO Broadcom	$774,232	$62,316 â–²	8.8%	2,050	0.2%	Technology
TSCO Tractor Supply	$716,514	$147,558 â–²	25.9%	22,667	0.2%	Consumer Discretionary
ECL Ecolab	$709,909	$10,030 â–¼	-1.4%	2,548	0.2%	Materials
A Agilent Technologies	$678,751	$14,021,588 â–¼	-95.4%	5,110	0.2%	Healthcare
KO CocaCola	$665,477	$28,365 â–¼	-4.1%	8,188	0.2%	Consumer Staples
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$651,660	$404,838 â–²	164.0%	15,366	0.2%	ETF
NVDA NVIDIA	$625,791	$100,631 â–²	19.2%	3,128	0.2%	Technology
WTW Willis Towers Watson Public	$607,424		0.0%	2,324	0.2%	Finance
RACE Ferrari	$587,299	$212,514 â–²	56.7%	1,578	0.2%	Consumer Discretionary
CDNS Cadence Design Systems	$586,625	$78,442 â–¼	-11.8%	1,563	0.2%	Technology
COP ConocoPhillips	$558,879	$169,556 â–²	43.6%	5,376	0.1%	Energy
ROK Rockwell Automation	$553,010	$39,607 â–¼	-6.7%	1,117	0.1%	Industrials
GLW Corning	$549,182		0.0%	2,150	0.1%	Technology
CTAS Cintas	$547,480	$547,480 â–²	New Holding	3,219	0.1%	Industrials
DIS Walt Disney	$481,209	$866 â–¼	-0.2%	5,000	0.1%	Communication Services
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$453,586	$453,586 â–²	New Holding	17,964	0.1%	ETF
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$452,327	$452,327 â–²	New Holding	18,676	0.1%	ETF
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$452,286	$452,286 â–²	New Holding	18,666	0.1%	ETF
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$452,150	$452,150 â–²	New Holding	19,523	0.1%	ETF
SDY SPDR S&P Dividend ETF	$408,908		0.0%	2,687	0.1%	ETF
IWD iShares Russell 1000 Value ETF	$399,767		0.0%	1,649	0.1%	ETF
APH Amphenol	$301,866		0.0%	1,712	0.1%	Technology
VOO Vanguard S&P 500 ETF	$277,476	$17,171 â–²	6.6%	404	0.1%	ETF
PANW Palo Alto Networks	$273,249	$273,249 â–²	New Holding	801	0.1%	Technology
ORCL Oracle	$268,821	$13,192 â–²	5.2%	1,834	0.1%	Technology
SBUX Starbucks	$254,044	$37,810 â–¼	-13.0%	2,486	0.1%	Consumer Discretionary
COF Capital One Financial	$245,872	$245,872 â–²	New Holding	1,226	0.1%	Finance
XYL Xylem	$242,454	$11,821 â–¼	-4.6%	2,051	0.1%	Industrials
CL Colgate-Palmolive	$225,044	$68,109 â–¼	-23.2%	2,455	0.1%	Consumer Staples
SCHD Schwab US Dividend Equity ETF	$0	$496,126 â–¼	-100.0%	0	0.0%	ETF
XLU Utilities Select Sector SPDR Fund	$0	$331,601 â–¼	-100.0%	0	0.0%	ETF
DGRO iShares Core Dividend Growth ETF	$0	$307,178 â–¼	-100.0%	0	0.0%	ETF
TIGO Millicom International Cellular	$0	$299,760 â–¼	-100.0%	0	0.0%	Communication Services
GILD Gilead Sciences	$0	$278,740 â–¼	-100.0%	0	0.0%	Healthcare
BCS Barclays	$0	$264,500 â–¼	-100.0%	0	0.0%	Finance
HAL Halliburton	$0	$253,435 â–¼	-100.0%	0	0.0%	Energy
PYPL PayPal	$0	$248,765 â–¼	-100.0%	0	0.0%	Finance
JEF Jefferies Financial Group	$0	$247,620 â–¼	-100.0%	0	0.0%	Finance
CSTM Constellium	$0	$233,510 â–¼	-100.0%	0	0.0%	Materials
EXC Exelon	$0	$225,492 â–¼	-100.0%	0	0.0%	Utilities
QS QuantumScape	$0	$127,600 â–¼	-100.0%	0	0.0%	Consumer Discretionary

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