S.E.E.D. Planning Group
Latest statistics and disclosures from S.E.E.D. Planning Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, AMZN, GOOGL, MOAT, MSFT, and represent 22.73% of S.E.E.D. Planning Group's stock portfolio.
- Added to shares of these 10 stocks: LIN (+$5.2M), CL, ADP, MOAT, LMT, SPGI, XOM, EQIX, CTVA, QS.
- Started 17 new stock positions in APH, CLS, DGRO, SYF, GILD, SHYG, BCS, QS, ECO, ARQT. SCHD, CMG, EXC, VOO, CCL, COMM, KO.
- Reduced shares in these 10 stocks: ECL, APD, GOOGL, EL, VLO, CBRE, AAPL, ENB, META, HD.
- Sold out of its positions in BUD, HON, RACE.
- S.E.E.D. Planning Group was a net buyer of stock by $2.4M.
- S.E.E.D. Planning Group has $343M in assets under management (AUM), dropping by 7.57%.
- Central Index Key (CIK): 0001765515
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Portfolio Holdings for S.E.E.D. Planning Group
S.E.E.D. Planning Group holds 85 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.1 | $18M | -2% | 69k | 254.63 |
|
| Amazon (AMZN) | 4.7 | $16M | 73k | 219.57 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.6 | $16M | -10% | 65k | 243.10 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 4.4 | $15M | +6% | 154k | 99.11 |
|
| Microsoft Corporation (MSFT) | 3.9 | $13M | 26k | 517.95 |
|
|
| Thermo Fisher Scientific (TMO) | 3.9 | $13M | -2% | 28k | 485.02 |
|
| Agilent Technologies Inc C ommon (A) | 3.9 | $13M | 104k | 128.35 |
|
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| Meta Platforms Cl A (META) | 3.8 | $13M | -2% | 18k | 734.37 |
|
| Nextera Energy (NEE) | 3.8 | $13M | 174k | 75.49 |
|
|
| Valero Energy Corporation (VLO) | 3.6 | $12M | -11% | 72k | 170.26 |
|
| Linde SHS (LIN) | 3.5 | $12M | +76% | 25k | 474.99 |
|
| Automatic Data Processing (ADP) | 3.5 | $12M | +11% | 41k | 293.50 |
|
| Corteva (CTVA) | 3.4 | $12M | +5% | 174k | 67.63 |
|
| Lockheed Martin Corporation (LMT) | 3.2 | $11M | +8% | 22k | 499.20 |
|
| Enbridge (ENB) | 3.2 | $11M | -3% | 217k | 50.46 |
|
| Cbre Group Cl A (CBRE) | 3.1 | $11M | -6% | 67k | 157.56 |
|
| Us Bancorp Del Com New (USB) | 2.9 | $10M | -2% | 208k | 48.33 |
|
| Lauder Estee Cos Cl A (EL) | 2.3 | $7.9M | -19% | 89k | 88.12 |
|
| Lowe's Companies (LOW) | 2.2 | $7.7M | +2% | 31k | 251.31 |
|
| Costco Wholesale Corporation (COST) | 2.0 | $6.7M | -2% | 7.2k | 925.68 |
|
| Mastercard Incorporated Cl A (MA) | 1.9 | $6.4M | -3% | 11k | 568.80 |
|
| Home Depot (HD) | 1.7 | $5.7M | -6% | 14k | 405.18 |
|
| American Tower Reit (AMT) | 1.5 | $5.2M | +3% | 27k | 192.32 |
|
| Colgate-Palmolive Company (CL) | 1.4 | $4.7M | +39% | 58k | 79.94 |
|
| Visa Com Cl A (V) | 1.3 | $4.4M | -4% | 13k | 341.37 |
|
| CoStar (CSGP) | 1.1 | $3.8M | -3% | 45k | 84.37 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 1.1 | $3.7M | +3% | 187k | 19.56 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 1.1 | $3.6M | +3% | 184k | 19.71 |
|
| Pepsi (PEP) | 1.0 | $3.5M | +6% | 25k | 140.44 |
|
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 1.0 | $3.5M | +3% | 187k | 18.81 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 1.0 | $3.5M | +3% | 171k | 20.57 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $3.4M | -4% | 11k | 315.43 |
|
| Equinix (EQIX) | 1.0 | $3.3M | +29% | 4.2k | 783.31 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $2.6M | 7.8k | 328.17 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.7 | $2.4M | -3% | 91k | 26.34 |
|
| Applied Materials (AMAT) | 0.6 | $2.2M | -4% | 11k | 204.75 |
|
| Southern Company (SO) | 0.6 | $2.2M | -2% | 23k | 94.77 |
|
| S&p Global (SPGI) | 0.6 | $2.2M | +62% | 4.4k | 486.66 |
|
| International Business Machines (IBM) | 0.6 | $2.1M | 7.3k | 282.16 |
|
|
| Raytheon Technologies Corp (RTX) | 0.6 | $2.0M | 12k | 167.33 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.9M | 3.9k | 502.74 |
|
|
| Exxon Mobil Corporation (XOM) | 0.6 | $1.9M | +67% | 17k | 112.75 |
|
| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.5 | $1.8M | +4% | 81k | 22.74 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.5 | $1.8M | +4% | 76k | 23.41 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.5 | $1.8M | +4% | 77k | 23.06 |
|
| Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) | 0.5 | $1.7M | +3% | 77k | 22.08 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $1.3M | +13% | 5.5k | 246.62 |
|
| Cheniere Energy Com New (LNG) | 0.4 | $1.3M | 5.5k | 234.97 |
|
|
| Ecolab (ECL) | 0.3 | $1.1M | -71% | 3.9k | 273.86 |
|
| Wal-Mart Stores (WMT) | 0.3 | $963k | -3% | 9.3k | 103.06 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $954k | +11% | 2.0k | 468.41 |
|
| Northrop Grumman Corporation (NOC) | 0.3 | $935k | 1.5k | 609.26 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $884k | 14k | 65.26 |
|
|
| Willis Towers Watson SHS (WTW) | 0.2 | $806k | 2.3k | 345.45 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $687k | +3% | 5.8k | 118.82 |
|
| Cadence Design Systems (CDNS) | 0.2 | $622k | 1.8k | 351.26 |
|
|
| Walt Disney Company (DIS) | 0.2 | $580k | 5.1k | 114.51 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $496k | 1.8k | 281.27 |
|
|
| Quantumscape Corp Com Cl A (QS) | 0.1 | $493k | NEW | 40k | 12.32 |
|
| NVIDIA Corporation (NVDA) | 0.1 | $419k | -47% | 2.2k | 186.58 |
|
| Procter & Gamble Company (PG) | 0.1 | $398k | +6% | 2.6k | 153.62 |
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.1 | $394k | +4% | 2.8k | 140.05 |
|
| Xylem (XYL) | 0.1 | $378k | -26% | 2.6k | 147.50 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $348k | NEW | 5.1k | 68.08 |
|
| Starbucks Corporation (SBUX) | 0.1 | $341k | -23% | 4.0k | 84.60 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $336k | 1.6k | 203.59 |
|
|
| Corning Incorporated (GLW) | 0.1 | $334k | 4.1k | 82.03 |
|
|
| Coca-Cola Company (KO) | 0.1 | $332k | NEW | 5.0k | 66.32 |
|
| Rockwell Automation (ROK) | 0.1 | $303k | -53% | 868.00 | 349.53 |
|
| Air Products & Chemicals (APD) | 0.1 | $274k | -88% | 1.0k | 272.74 |
|
| Barclays Adr (BCS) | 0.1 | $258k | NEW | 13k | 20.67 |
|
| Arcutis Biotherapeutics (ARQT) | 0.1 | $245k | NEW | 13k | 18.85 |
|
| Okeanis Eco Tankers Cor SHS (ECO) | 0.1 | $234k | NEW | 8.0k | 29.27 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $233k | NEW | 5.4k | 43.30 |
|
| Commscope Hldg (COMM) | 0.1 | $232k | NEW | 15k | 15.48 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $231k | NEW | 378.00 | 612.22 |
|
| Synchrony Financial (SYF) | 0.1 | $227k | NEW | 3.2k | 71.05 |
|
| General Dynamics Corporation (GD) | 0.1 | $226k | -10% | 663.00 | 341.00 |
|
| Gilead Sciences (GILD) | 0.1 | $222k | NEW | 2.0k | 111.00 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $212k | NEW | 1.7k | 123.75 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $211k | NEW | 5.4k | 39.19 |
|
| Celestica (CLS) | 0.1 | $205k | NEW | 833.00 | 246.38 |
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| Exelon Corporation (EXC) | 0.1 | $205k | NEW | 4.6k | 45.01 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $205k | NEW | 7.5k | 27.30 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.1 | $202k | NEW | 7.0k | 28.91 |
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Past Filings by S.E.E.D. Planning Group
SEC 13F filings are viewable for S.E.E.D. Planning Group going back to 2019
- S.E.E.D. Planning Group 2025 Q3 filed Oct. 14, 2025
- S.E.E.D. Planning Group 2025 Q2 filed July 8, 2025
- S.E.E.D. Planning Group 2025 Q1 filed April 8, 2025
- S.E.E.D. Planning Group 2024 Q4 filed Jan. 14, 2025
- S.E.E.D. Planning Group 2024 Q3 filed Oct. 15, 2024
- S.E.E.D. Planning Group 2024 Q2 filed July 18, 2024
- S.E.E.D. Planning Group 2024 Q1 filed April 16, 2024
- S.E.E.D. Planning Group 2023 Q4 filed Jan. 26, 2024
- S.E.E.D. Planning Group 2023 Q3 filed Oct. 17, 2023
- S.E.E.D. Planning Group 2023 Q2 filed July 18, 2023
- S.E.E.D. Planning Group 2023 Q1 filed April 13, 2023
- S.E.E.D. Planning Group 2022 Q4 filed Jan. 19, 2023
- S.E.E.D. Planning Group 2022 Q3 filed Oct. 20, 2022
- S.E.E.D. Planning Group 2022 Q2 filed July 26, 2022
- S.E.E.D. Planning Group 2022 Q1 filed April 26, 2022
- S.E.E.D. Planning Group 2021 Q4 filed Jan. 24, 2022