S.E.E.D. Planning Group as of Dec. 31, 2025
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 | 60k | 313.00 | |
| Apple (AAPL) | 5.2 | $18M | 68k | 271.86 | |
| Amazon (AMZN) | 4.8 | $17M | 73k | 230.82 | |
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 4.6 | $16M | 156k | 103.56 | |
| Thermo Fisher Scientific (TMO) | 4.3 | $15M | 26k | 579.45 | |
| Agilent Technologies Inc C ommon (A) | 3.9 | $14M | 101k | 136.07 | |
| Nextera Energy (NEE) | 3.9 | $14M | 170k | 80.28 | |
| Microsoft Corporation (MSFT) | 3.7 | $13M | 27k | 483.62 | |
| Meta Platforms Cl A (META) | 3.6 | $13M | 19k | 660.10 | |
| Corteva (CTVA) | 3.5 | $12M | 186k | 67.03 | |
| Linde SHS (LIN) | 3.3 | $12M | 27k | 426.39 | |
| Valero Energy Corporation (VLO) | 3.3 | $12M | 70k | 162.79 | |
| Us Bancorp Del Com New (USB) | 3.2 | $11M | 213k | 53.36 | |
| Automatic Data Processing (ADP) | 3.2 | $11M | 44k | 257.23 | |
| Lockheed Martin Corporation (LMT) | 3.1 | $11M | 23k | 483.67 | |
| Cbre Group Cl A (CBRE) | 3.0 | $11M | 66k | 160.79 | |
| Enbridge (ENB) | 2.9 | $10M | 215k | 47.83 | |
| Lauder Estee Cos Cl A (EL) | 2.6 | $9.1M | 87k | 104.72 | |
| Lowe's Companies (LOW) | 2.3 | $8.0M | 33k | 241.16 | |
| Mastercard Incorporated Cl A (MA) | 1.8 | $6.4M | 11k | 570.90 | |
| Costco Wholesale Corporation (COST) | 1.8 | $6.2M | 7.2k | 862.39 | |
| Colgate-Palmolive Company (CL) | 1.5 | $5.2M | 66k | 79.02 | |
| American Tower Reit (AMT) | 1.4 | $5.0M | 28k | 175.57 | |
| Home Depot (HD) | 1.4 | $4.8M | 14k | 344.10 | |
| Visa Com Cl A (V) | 1.3 | $4.5M | 13k | 350.71 | |
| Pepsi (PEP) | 1.1 | $3.7M | 26k | 143.52 | |
| Equinix (EQIX) | 1.0 | $3.6M | 4.7k | 766.08 | |
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 1.0 | $3.5M | 177k | 19.74 | |
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 1.0 | $3.5M | 177k | 19.57 | |
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 1.0 | $3.4M | 167k | 20.60 | |
| JPMorgan Chase & Co. (JPM) | 1.0 | $3.4M | 11k | 322.22 | |
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 1.0 | $3.4M | 179k | 18.84 | |
| CoStar (CSGP) | 0.9 | $3.2M | 47k | 67.24 | |
| S&p Global (SPGI) | 0.8 | $2.9M | 5.5k | 522.55 | |
| Applied Materials (AMAT) | 0.7 | $2.5M | 9.6k | 257.00 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.7 | $2.4M | 90k | 26.91 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $2.3M | 7.0k | 335.27 | |
| Cheniere Energy Com New (LNG) | 0.7 | $2.3M | 12k | 194.39 | |
| Raytheon Technologies Corp (RTX) | 0.6 | $2.1M | 12k | 183.40 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $2.1M | 18k | 120.34 | |
| International Business Machines (IBM) | 0.6 | $2.1M | 7.0k | 296.21 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.9M | 3.8k | 502.65 | |
| Southern Company (SO) | 0.5 | $1.9M | 22k | 87.20 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $1.8M | 6.5k | 268.31 | |
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.5 | $1.7M | 72k | 23.34 | |
| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.5 | $1.7M | 74k | 22.61 | |
| Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) | 0.5 | $1.7M | 76k | 22.00 | |
| Wal-Mart Stores (WMT) | 0.3 | $1.0M | 9.2k | 111.41 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $964k | 2.0k | 473.30 | |
| Ecolab (ECL) | 0.3 | $957k | 3.6k | 262.52 | |
| Northrop Grumman Corporation (NOC) | 0.3 | $935k | 1.6k | 570.17 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $888k | 14k | 66.00 | |
| Willis Towers Watson SHS (WTW) | 0.2 | $767k | 2.3k | 328.60 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $680k | 5.7k | 120.17 | |
| Coca-Cola Company (KO) | 0.2 | $646k | 9.2k | 69.91 | |
| Walt Disney Company (DIS) | 0.2 | $571k | 5.0k | 113.78 | |
| Cadence Design Systems (CDNS) | 0.2 | $554k | 1.8k | 312.58 | |
| Broadcom (AVGO) | 0.1 | $491k | 1.4k | 346.02 | |
| ConocoPhillips (COP) | 0.1 | $434k | 4.6k | 93.61 | |
| NVIDIA Corporation (NVDA) | 0.1 | $417k | 2.2k | 186.49 | |
| Arcutis Biotherapeutics (ARQT) | 0.1 | $378k | 13k | 29.04 | |
| Spdr Series Trust State Street Spd (SDY) | 0.1 | $374k | 2.7k | 139.16 | |
| Corning Incorporated (GLW) | 0.1 | $357k | 4.1k | 87.56 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $355k | 5.1k | 69.42 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $347k | 1.6k | 210.34 | |
| Xylem (XYL) | 0.1 | $347k | 2.5k | 136.18 | |
| Oracle Corporation (ORCL) | 0.1 | $342k | 1.8k | 194.91 | |
| Rockwell Automation (ROK) | 0.1 | $331k | 850.00 | 389.07 | |
| Barclays Adr (BCS) | 0.1 | $318k | 13k | 25.45 | |
| Starbucks Corporation (SBUX) | 0.1 | $313k | 3.7k | 84.21 | |
| Procter & Gamble Company (PG) | 0.1 | $304k | 2.1k | 143.31 | |
| Commscope Hldg | 0.1 | $272k | 15k | 18.13 | |
| Kla Corp Com New (KLAC) | 0.1 | $268k | 221.00 | 1212.94 | |
| Ishares Silver Tr Ishares (SLV) | 0.1 | $258k | 4.0k | 64.42 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $254k | 5.9k | 42.87 | |
| Celestica (CLS) | 0.1 | $246k | 833.00 | 295.61 | |
| Gilead Sciences (GILD) | 0.1 | $246k | 2.0k | 122.74 | |
| Amphenol Corp Cl A (APH) | 0.1 | $231k | 1.7k | 135.14 | |
| Millicom Intl Cellular S A Com Stk (TIGO) | 0.1 | $222k | 4.0k | 55.44 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 0.1 | $214k | 7.0k | 30.54 | |
| Ferrari Nv Ord (RACE) | 0.1 | $213k | 576.00 | 369.38 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $211k | 3.3k | 64.04 | |
| Quantumscape Corp Com Cl A (QS) | 0.1 | $208k | 20k | 10.42 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $206k | 7.5k | 27.43 | |
| General Dynamics Corporation (GD) | 0.1 | $202k | 601.00 | 336.66 | |
| Exelon Corporation (EXC) | 0.1 | $201k | 4.6k | 43.59 |
