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 GOOGL, AAPL, AMZN, MOAT, TMO, and represent 24.33% of S.E.E.D. Planning Group's stock portfolio.
- Added to shares of these 10 stocks: LNG, LIN, ADP, CTVA, META, LOW, CL, SPGI, AVGO, COP.
- Started 7 new stock positions in BUD, RACE, KLAC, SLV, COP, TIGO, AVGO.
- Reduced shares in these 10 stocks: BSJP, GOOGL, TMO, NEE, A, VLO, AMAT, APD, VTI, AAPL.
- Sold out of its positions in APD, CMG, BSJP, SYF, VOO, ECO.
- S.E.E.D. Planning Group was a net buyer of stock by $1.7M.
- S.E.E.D. Planning Group has $351M in assets under management (AUM), dropping by 2.26%.
- 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 86 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 5.3 | $19M | -8% | 60k | 313.00 |
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| Apple (AAPL) | 5.2 | $18M | 68k | 271.86 |
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| Amazon (AMZN) | 4.8 | $17M | 73k | 230.82 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 4.6 | $16M | 156k | 103.56 |
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| Thermo Fisher Scientific (TMO) | 4.3 | $15M | -4% | 26k | 579.45 |
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| Agilent Technologies Inc C ommon (A) | 3.9 | $14M | -2% | 101k | 136.07 |
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| Nextera Energy (NEE) | 3.9 | $14M | -2% | 170k | 80.28 |
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| Microsoft Corporation (MSFT) | 3.7 | $13M | +2% | 27k | 483.62 |
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| Meta Platforms Cl A (META) | 3.6 | $13M | +6% | 19k | 660.10 |
|
| Corteva (CTVA) | 3.5 | $12M | +6% | 186k | 67.03 |
|
| Linde SHS (LIN) | 3.3 | $12M | +8% | 27k | 426.39 |
|
| Valero Energy Corporation (VLO) | 3.3 | $12M | -2% | 70k | 162.79 |
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| Us Bancorp Del Com New (USB) | 3.2 | $11M | +2% | 213k | 53.36 |
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| Automatic Data Processing (ADP) | 3.2 | $11M | +7% | 44k | 257.23 |
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| Lockheed Martin Corporation (LMT) | 3.1 | $11M | +2% | 23k | 483.67 |
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| Cbre Group Cl A (CBRE) | 3.0 | $11M | 66k | 160.79 |
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| Enbridge (ENB) | 2.9 | $10M | 215k | 47.83 |
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| Lauder Estee Cos Cl A (EL) | 2.6 | $9.1M | -2% | 87k | 104.72 |
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| Lowe's Companies (LOW) | 2.3 | $8.0M | +9% | 33k | 241.16 |
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| Mastercard Incorporated Cl A (MA) | 1.8 | $6.4M | 11k | 570.90 |
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| Costco Wholesale Corporation (COST) | 1.8 | $6.2M | 7.2k | 862.39 |
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| Colgate-Palmolive Company (CL) | 1.5 | $5.2M | +13% | 66k | 79.02 |
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| American Tower Reit (AMT) | 1.4 | $5.0M | +4% | 28k | 175.57 |
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| Home Depot (HD) | 1.4 | $4.8M | 14k | 344.10 |
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| Visa Com Cl A (V) | 1.3 | $4.5M | 13k | 350.71 |
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| Pepsi (PEP) | 1.1 | $3.7M | +2% | 26k | 143.52 |
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| Equinix (EQIX) | 1.0 | $3.6M | +11% | 4.7k | 766.08 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 1.0 | $3.5M | -3% | 177k | 19.74 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 1.0 | $3.5M | -5% | 177k | 19.57 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 1.0 | $3.4M | -2% | 167k | 20.60 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $3.4M | -2% | 11k | 322.22 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 1.0 | $3.4M | -4% | 179k | 18.84 |
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| CoStar (CSGP) | 0.9 | $3.2M | +4% | 47k | 67.24 |
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| S&p Global (SPGI) | 0.8 | $2.9M | +24% | 5.5k | 522.55 |
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| Applied Materials (AMAT) | 0.7 | $2.5M | -10% | 9.6k | 257.00 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.7 | $2.4M | 90k | 26.91 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $2.3M | -10% | 7.0k | 335.27 |
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| Cheniere Energy Com New (LNG) | 0.7 | $2.3M | +112% | 12k | 194.39 |
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| Raytheon Technologies Corp (RTX) | 0.6 | $2.1M | -2% | 12k | 183.40 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $2.1M | +3% | 18k | 120.34 |
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| International Business Machines (IBM) | 0.6 | $2.1M | -4% | 7.0k | 296.21 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.9M | 3.8k | 502.65 |
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| Southern Company (SO) | 0.5 | $1.9M | -5% | 22k | 87.20 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $1.8M | +20% | 6.5k | 268.31 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.5 | $1.7M | -5% | 72k | 23.34 |
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| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.5 | $1.7M | -8% | 74k | 22.61 |
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| Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) | 0.5 | $1.7M | 76k | 22.00 |
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| Wal-Mart Stores (WMT) | 0.3 | $1.0M | 9.2k | 111.41 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $964k | 2.0k | 473.30 |
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| Ecolab (ECL) | 0.3 | $957k | -6% | 3.6k | 262.52 |
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| Northrop Grumman Corporation (NOC) | 0.3 | $935k | +6% | 1.6k | 570.17 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $888k | 14k | 66.00 |
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| Willis Towers Watson SHS (WTW) | 0.2 | $767k | 2.3k | 328.60 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $680k | -2% | 5.7k | 120.17 |
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| Coca-Cola Company (KO) | 0.2 | $646k | +84% | 9.2k | 69.91 |
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| Walt Disney Company (DIS) | 0.2 | $571k | 5.0k | 113.78 |
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| Cadence Design Systems (CDNS) | 0.2 | $554k | 1.8k | 312.58 |
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| Broadcom (AVGO) | 0.1 | $491k | NEW | 1.4k | 346.02 |
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| ConocoPhillips (COP) | 0.1 | $434k | NEW | 4.6k | 93.61 |
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| NVIDIA Corporation (NVDA) | 0.1 | $417k | 2.2k | 186.49 |
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| Arcutis Biotherapeutics (ARQT) | 0.1 | $378k | 13k | 29.04 |
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| Spdr Series Trust State Street Spd (SDY) | 0.1 | $374k | -4% | 2.7k | 139.16 |
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| Corning Incorporated (GLW) | 0.1 | $357k | 4.1k | 87.56 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $355k | 5.1k | 69.42 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $347k | 1.6k | 210.34 |
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| Xylem (XYL) | 0.1 | $347k | 2.5k | 136.18 |
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| Oracle Corporation (ORCL) | 0.1 | $342k | 1.8k | 194.91 |
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| Rockwell Automation (ROK) | 0.1 | $331k | -2% | 850.00 | 389.07 |
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| Barclays Adr (BCS) | 0.1 | $318k | 13k | 25.45 |
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| Starbucks Corporation (SBUX) | 0.1 | $313k | -7% | 3.7k | 84.21 |
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| Procter & Gamble Company (PG) | 0.1 | $304k | -17% | 2.1k | 143.31 |
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| Commscope Hldg | 0.1 | $272k | 15k | 18.13 |
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| Kla Corp Com New (KLAC) | 0.1 | $268k | NEW | 221.00 | 1212.94 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $258k | NEW | 4.0k | 64.42 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $254k | +9% | 5.9k | 42.87 |
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| Celestica (CLS) | 0.1 | $246k | 833.00 | 295.61 |
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| Gilead Sciences (GILD) | 0.1 | $246k | 2.0k | 122.74 |
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| Amphenol Corp Cl A (APH) | 0.1 | $231k | 1.7k | 135.14 |
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| Millicom Intl Cellular S A Com Stk (TIGO) | 0.1 | $222k | NEW | 4.0k | 55.44 |
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| Carnival Corp Unit 99/99/9999 (CCL) | 0.1 | $214k | 7.0k | 30.54 |
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| Ferrari Nv Ord (RACE) | 0.1 | $213k | NEW | 576.00 | 369.38 |
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| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $211k | NEW | 3.3k | 64.04 |
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| Quantumscape Corp Com Cl A (QS) | 0.1 | $208k | -50% | 20k | 10.42 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $206k | 7.5k | 27.43 |
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| General Dynamics Corporation (GD) | 0.1 | $202k | -9% | 601.00 | 336.66 |
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| Exelon Corporation (EXC) | 0.1 | $201k | 4.6k | 43.59 |
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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 Q4 filed Jan. 9, 2026
- 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