S.E.E.D. Planning Group as of March 31, 2026
Portfolio Holdings for S.E.E.D. Planning Group
S.E.E.D. Planning Group holds 89 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 4.8 | $16M | 79k | 208.27 | |
| Apple (AAPL) | 4.7 | $16M | 64k | 253.79 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.1 | $14M | 49k | 287.56 | |
| Nextera Energy (NEE) | 4.0 | $14M | 149k | 92.88 | |
| Linde SHS (LIN) | 3.9 | $13M | 27k | 495.76 | |
| Cbre Group Cl A (CBRE) | 3.9 | $13M | 99k | 135.46 | |
| Meta Platforms Cl A (META) | 3.9 | $13M | 23k | 572.12 | |
| Sherwin-Williams Company (SHW) | 3.8 | $13M | 41k | 320.55 | |
| Thermo Fisher Scientific (TMO) | 3.7 | $13M | 26k | 491.53 | |
| Agilent Technologies Inc C ommon (A) | 3.7 | $13M | 111k | 113.98 | |
| Microsoft Corporation (MSFT) | 3.6 | $12M | 34k | 370.17 | |
| Costco Wholesale Corporation (COST) | 3.6 | $12M | 12k | 996.45 | |
| Rollins (ROL) | 3.5 | $12M | 228k | 53.41 | |
| Valero Energy Corporation (VLO) | 3.3 | $11M | 46k | 247.08 | |
| Automatic Data Processing (ADP) | 3.1 | $11M | 53k | 203.18 | |
| Enbridge (ENB) | 3.0 | $11M | 194k | 54.14 | |
| Lockheed Martin Corporation (LMT) | 3.0 | $10M | 17k | 604.39 | |
| Us Bancorp Com New (USB) | 2.9 | $9.9M | 190k | 52.01 | |
| CoStar (CSGP) | 2.6 | $8.8M | 219k | 40.34 | |
| Lowe's Companies (LOW) | 2.2 | $7.6M | 32k | 236.28 | |
| Mastercard Incorporated Cl A (MA) | 1.8 | $6.3M | 13k | 499.68 | |
| Lauder Estee Cos Cl A (EL) | 1.5 | $5.2M | 72k | 71.77 | |
| Home Depot (HD) | 1.5 | $5.0M | 15k | 328.90 | |
| Pepsi (PEP) | 1.3 | $4.5M | 29k | 155.29 | |
| Visa Com Cl A (V) | 1.3 | $4.4M | 14k | 302.24 | |
| Equinix (EQIX) | 1.2 | $4.2M | 4.3k | 980.18 | |
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 1.0 | $3.6M | 181k | 19.62 | |
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 1.0 | $3.5M | 170k | 20.42 | |
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 1.0 | $3.4M | 181k | 18.66 | |
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 1.0 | $3.4M | 202k | 16.72 | |
| S&p Global (SPGI) | 0.9 | $3.0M | 7.0k | 425.32 | |
| JPMorgan Chase & Co. (JPM) | 0.9 | $2.9M | 10k | 294.16 | |
| Cheniere Energy Com New (LNG) | 0.9 | $2.9M | 10k | 283.77 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.7 | $2.5M | 98k | 25.64 | |
| Raytheon Technologies Corp (RTX) | 0.7 | $2.4M | 12k | 192.90 | |
| Applied Materials (AMAT) | 0.7 | $2.3M | 6.9k | 341.79 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $2.3M | 7.3k | 320.81 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $2.3M | 14k | 169.66 | |
| Fastenal Company (FAST) | 0.6 | $2.0M | 43k | 46.40 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.8M | 3.8k | 479.20 | |
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.5 | $1.7M | 73k | 23.18 | |
| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.5 | $1.7M | 75k | 22.36 | |
| Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) | 0.5 | $1.7M | 78k | 21.68 | |
| International Business Machines (IBM) | 0.5 | $1.7M | 6.9k | 242.40 | |
| Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) | 0.5 | $1.6M | 77k | 21.04 | |
| Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) | 0.4 | $1.5M | 21k | 69.37 | |
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.4 | $1.5M | 15k | 96.70 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $1.3M | 6.6k | 198.30 | |
| Wal-Mart Stores (WMT) | 0.3 | $1.2M | 9.5k | 124.28 | |
| Northrop Grumman Corporation (NOC) | 0.3 | $1.1M | 1.7k | 682.09 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $866k | 13k | 67.53 | |
| Tractor Supply Company (TSCO) | 0.2 | $815k | 18k | 45.30 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $799k | 1.9k | 426.40 | |
| Ecolab (ECL) | 0.2 | $687k | 2.6k | 266.04 | |
| Stryker Corporation (SYK) | 0.2 | $687k | 2.1k | 328.67 | |
| Willis Towers Watson SHS (WTW) | 0.2 | $676k | 2.3k | 290.70 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $663k | 5.3k | 124.30 | |
| Coca-Cola Company (KO) | 0.2 | $649k | 8.5k | 76.05 | |
| Broadcom (AVGO) | 0.2 | $583k | 1.9k | 309.47 | |
| Procter & Gamble Company (PG) | 0.2 | $539k | 3.7k | 144.43 | |
| Progressive Corporation (PGR) | 0.1 | $506k | 2.6k | 198.23 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $496k | 16k | 30.68 | |
| ConocoPhillips (COP) | 0.1 | $494k | 3.7k | 131.99 | |
| Cadence Design Systems (CDNS) | 0.1 | $492k | 1.8k | 277.87 | |
| Walt Disney Company (DIS) | 0.1 | $483k | 5.0k | 96.39 | |
| NVIDIA Corporation (NVDA) | 0.1 | $458k | 2.6k | 174.38 | |
| Rockwell Automation (ROK) | 0.1 | $430k | 1.2k | 358.88 | |
| Spdr Series Trust State Street Spd (SDY) | 0.1 | $392k | 2.7k | 145.94 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $352k | 1.6k | 213.67 | |
| Ferrari Nv Ord (RACE) | 0.1 | $341k | 1.0k | 338.29 | |
| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $332k | 7.2k | 45.89 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $307k | 4.4k | 70.18 | |
| Millicom Intl Cellular S A Com Stk (TIGO) | 0.1 | $300k | 4.0k | 74.94 | |
| Corning Incorporated (GLW) | 0.1 | $292k | 2.2k | 135.97 | |
| Gilead Sciences (GILD) | 0.1 | $279k | 2.0k | 139.37 | |
| Colgate-Palmolive Company (CL) | 0.1 | $273k | 3.2k | 85.22 | |
| Barclays Adr (BCS) | 0.1 | $265k | 13k | 21.16 | |
| Xylem (XYL) | 0.1 | $257k | 2.2k | 119.50 | |
| Oracle Corporation (ORCL) | 0.1 | $257k | 1.7k | 147.12 | |
| Starbucks Corporation (SBUX) | 0.1 | $256k | 2.9k | 89.59 | |
| Halliburton Company (HAL) | 0.1 | $253k | 6.5k | 38.99 | |
| Paypal Holdings (PYPL) | 0.1 | $249k | 5.5k | 45.23 | |
| Jefferies Finl Group (JEF) | 0.1 | $248k | 6.0k | 41.27 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $246k | 5.8k | 42.31 | |
| Constellium Se Cl A Shs (CSTM) | 0.1 | $234k | 9.5k | 24.58 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $227k | 379.00 | 597.55 | |
| Exelon Corporation (EXC) | 0.1 | $226k | 4.6k | 49.02 | |
| Amphenol Corp Cl A (APH) | 0.1 | $216k | 1.7k | 126.35 | |
| Quantumscape Corp Com Cl A (QS) | 0.0 | $128k | 20k | 6.38 |
