S.E.E.D. Planning Group

S.E.E.D. Planning Group as of June 30, 2026

Portfolio Holdings for S.E.E.D. Planning Group

S.E.E.D. Planning Group holds 88 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.3 $16M 56k 289.36
Amazon (AMZN) 4.2 $16M 67k 238.34
Alphabet Cap Stk Cl A (GOOGL) 4.0 $15M 42k 357.37
Sherwin-Williams Company (SHW) 3.9 $15M 43k 344.32
Cbre Group Cl A (CBRE) 3.8 $15M 108k 134.69
Nextera Energy (NEE) 3.7 $14M 162k 87.77
Linde SHS (LIN) 3.7 $14M 27k 518.95
Thermo Fisher Scientific (TMO) 3.6 $14M 27k 501.36
Meta Platforms Cl A (META) 3.4 $13M 23k 563.30
Microsoft Corporation (MSFT) 3.2 $12M 33k 373.02
Costco Wholesale Corporation (COST) 3.1 $12M 13k 935.46
Rollins (ROL) 3.1 $12M 281k 41.74
Valero Energy Corporation (VLO) 3.1 $12M 45k 260.44
Automatic Data Processing (ADP) 3.0 $12M 51k 223.95
Intuitive Surgical Com New (ISRG) 3.0 $11M 29k 397.68
Pimco Etf Tr Multisector Bd (PYLD) 2.9 $11M 413k 26.52
Us Bancorp Com New (USB) 2.9 $11M 181k 60.40
Enbridge (ENB) 2.7 $10M 189k 54.21
Lockheed Martin Corporation (LMT) 2.3 $8.9M 17k 509.45
CoStar (CSGP) 2.2 $8.3M 292k 28.32
Lowe's Companies (LOW) 2.1 $7.9M 36k 220.49
Mastercard Incorporated Cl A (MA) 1.8 $6.8M 13k 513.61
Home Depot (HD) 1.6 $6.1M 17k 352.67
Lauder Estee Cos Cl A (EL) 1.3 $5.1M 64k 78.95
Visa Com Cl A (V) 1.3 $4.8M 14k 343.10
Raytheon Technologies Corp (RTX) 1.1 $4.4M 23k 189.73
Pepsi (PEP) 1.1 $4.3M 32k 135.40
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 1.1 $4.3M 217k 19.61
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 1.1 $4.2M 206k 20.36
Equinix (EQIX) 1.1 $4.2M 4.0k 1042.39
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 1.1 $4.1M 247k 16.64
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 1.1 $4.1M 221k 18.57
Applied Materials (AMAT) 1.0 $3.9M 5.3k 723.06
Cheniere Energy Com New (LNG) 0.9 $3.5M 15k 239.01
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.9 $3.5M 120k 28.96
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.9 $3.4M 114k 29.43
JPMorgan Chase & Co. (JPM) 0.9 $3.2M 9.9k 327.32
Exxon Mobil Corporation (XOM) 0.8 $3.0M 22k 136.72
S&p Global (SPGI) 0.8 $2.9M 7.1k 407.27
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $2.7M 7.2k 370.03
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 0.5 $2.0M 94k 21.75
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 0.5 $2.0M 91k 22.35
Fastenal Company (FAST) 0.5 $2.0M 42k 48.03
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.5 $2.0M 88k 22.95
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) 0.5 $2.0M 94k 21.13
Fidelity Covington Trust Enhanced Intl (FENI) 0.5 $1.9M 48k 40.13
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.9M 3.8k 500.39
International Business Machines (IBM) 0.5 $1.9M 6.7k 281.21
Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) 0.5 $1.8M 22k 82.40
Stryker Corporation (SYK) 0.4 $1.4M 4.4k 314.85
Wal-Mart Stores (WMT) 0.3 $1.3M 12k 113.26
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $1.1M 14k 77.11
Northrop Grumman Corporation (NOC) 0.3 $1.1M 2.2k 509.20
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.3 $1.1M 10k 103.96
Procter & Gamble Company (PG) 0.3 $976k 6.7k 146.64
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $895k 7.2k 124.17
Accenture Plc Ireland Shs Class A (ACN) 0.2 $872k 7.0k 124.45
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $853k 5.8k 148.30
Progressive Corporation (PGR) 0.2 $798k 3.7k 218.44
Broadcom (AVGO) 0.2 $774k 2.1k 377.67
Tractor Supply Company (TSCO) 0.2 $717k 23k 31.61
Ecolab (ECL) 0.2 $710k 2.5k 278.61
Agilent Technologies Inc C ommon (A) 0.2 $679k 5.1k 132.83
Coca-Cola Company (KO) 0.2 $666k 8.2k 81.27
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $652k 15k 42.41
NVIDIA Corporation (NVDA) 0.2 $626k 3.1k 200.06
Willis Towers Watson SHS (WTW) 0.2 $607k 2.3k 261.37
Ferrari Nv Ord (RACE) 0.2 $587k 1.6k 372.18
Cadence Design Systems (CDNS) 0.2 $587k 1.6k 375.32
ConocoPhillips (COP) 0.1 $559k 5.4k 103.96
Rockwell Automation (ROK) 0.1 $553k 1.1k 495.08
Corning Incorporated (GLW) 0.1 $549k 2.2k 255.43
Cintas Corporation (CTAS) 0.1 $548k 3.2k 170.08
Walt Disney Company (DIS) 0.1 $481k 5.0k 96.24
Ishares Tr Ibds Dec28 Etf (IBDT) 0.1 $454k 18k 25.25
Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $452k 19k 24.22
Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $452k 19k 24.23
Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $452k 20k 23.16
Spdr Series Trust St Str Sp Div (SDY) 0.1 $409k 2.7k 152.18
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $400k 1.6k 242.43
Amphenol Corp Cl A (APH) 0.1 $302k 1.7k 176.32
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $278k 404.00 686.82
Palo Alto Networks (PANW) 0.1 $273k 801.00 341.13
Oracle Corporation (ORCL) 0.1 $269k 1.8k 146.58
Starbucks Corporation (SBUX) 0.1 $254k 2.5k 102.19
Capital One Financial (COF) 0.1 $246k 1.2k 200.55
Xylem (XYL) 0.1 $243k 2.1k 118.21
Colgate-Palmolive Company (CL) 0.1 $225k 2.5k 91.67