S.E.E.D. Planning Group LLC — Q4 2025 13F Holdings

Name: S.E.E.D. Planning Group LLC — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001765515

Total reported value

$344.3M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	5.31%	-1.19%	-8.10%
2	AAPL	Apple INC	Stock-Tech	5.25%	-0.56%	-1.40%
3	AMZN	Amazon.com INC	Stock-Consumer Disc	4.83%	-0.06%	+0.29%
4	MOAT	Vaneck Morningstar Wide Moat	ETF-Other	4.61%	-4.18%	+1.67%
5	TMO	Thermo Fisher Scientific INC	Stock-Healthcare	4.33%	-0.64%	-4.55%
6	A	Agilent Technologies INC	Stock-Healthcare	3.93%	-0.27%	-2.30%
7	NEE	Nextera Energy INC	Stock-Utilities	3.88%	—	-2.47%
8	MSFT	Microsoft CORP	Stock-Tech	3.65%	-0.05%	+2.06%
9	META	Meta Platforms Inc-class A	Stock-Comm Services	3.59%	+0.29%	+6.55%
10	CTVA	Corteva INC	Stock-Materials	3.54%	-3.54%	EXIT
11	LIN	Linde plc	Stock-Materials	3.32%	+0.56%	+8.90%
12	VLO	Valero Energy CORP	Stock-Energy	3.27%	—	-2.64%
13	USB	US Bancorp	Stock-Financials	3.24%	-0.38%	+2.50%
14	ADP	Automatic Data Processing	Stock-Tech	3.21%	-0.08%	+7.95%
15	LMT	Lockheed Martin CORP	Stock-Industrials	3.13%	-0.13%	+2.56%
16	CBRE	Cbre Group INC - A	Stock-Real Estate	3.01%	+0.87%	-1.43%
17	ENB	Enbridge INC	Stock-Energy	2.92%	—	-1.06%
18	EL	Estee Lauder Companies-cl A	Stock-Consumer Staples	2.59%	-1.08%	-2.61%
19	LOW	Lowe's Cos INC	Stock-Consumer Disc	2.29%	-0.09%	+9.53%
20	MA	Mastercard INC - A	Stock-Financials	1.82%	—	-1.10%
21	COST	Costco Wholesale CORP	Stock-Consumer Staples	1.76%	+1.80%	-0.83%
22	CL	Colgate-palmolive Co	Stock-Consumer Staples	1.50%	-1.42%	+13.68%
23	AMT	American Tower CORP	Stock-Real Estate	1.41%	-1.41%	EXIT
24	HD	Home Depot INC	Stock-Consumer Disc	1.37%	—	-0.98%
25	V	Visa Inc-class A Shares	Stock-Financials	1.29%	—	-1.05%
26	PEP	Pepsico INC	Stock-Consumer Staples	1.05%	+0.27%	+2.88%
27	EQIX	Equinix INC	Stock-Real Estate	1.02%	+0.20%	+11.08%
28	BSCR	Invesco Bulletshares 2027 Cb	ETF-Other	1.00%	—	-3.57%
29	BSCQ	Invesco Bulletshares 2026 Cb	ETF-Other	0.99%	-0.99%	EXIT
30	BSCS	Invesco Bulletshares 2028 Cb	ETF-Other	0.98%	—	-2.33%
31	JPM	Jpmorgan Chase & Co	Stock-Financials	0.97%	-0.11%	-2.36%
32	BSCT	Invesco Bulletshares 2029 Cb	ETF-Other	0.96%	—	-4.59%
33	CSGP	Costar Group INC	Stock-Real Estate	0.90%	+1.67%	+4.99%
34	SPGI	S&p Global INC	Stock-Financials	0.82%	—	+24.91%
35	AMAT	Applied Materials INC	Stock-Tech	0.71%	—	-10.62%
36	SCHX	Schwab US Large-cap ETF	ETF-Other	0.69%	—	-0.88%
37	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.67%	—	-10.41%
38	LNG	Cheniere Energy INC	Stock-Energy	0.65%	+0.20%	+112.55%
39	RTX	Rtx CORP	Stock-Industrials	0.61%	+0.08%	-2.08%
40	XOM	Exxon Mobil CORP	Stock-Energy	0.60%	—	+3.03%
41	IBM	Intl Business Machines CORP	Stock-Tech	0.59%	-0.10%	-4.16%
42	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.55%	—	-0.23%
43	SO	Southern Co/the	Stock-Utilities	0.54%	-0.54%	EXIT
44	ACN	Accenture plc	Stock-Tech	0.50%	-0.12%	+20.01%
45	BSJQ	Invesco Bulletshares 2026 Hy	ETF-Other	0.48%	—	-5.18%
46	BSJR	Invesco Bulletshares 2027 Hy	ETF-Other	0.48%	—	-8.32%
47	BSJS	Invesco Bulletshares 2028 Hy	ETF-Other	0.48%	—	-1.45%
48	WMT	Walmart INC	Stock-Consumer Staples	0.29%	—	-1.19%
49	IWF	Ishares Russell 1000 Growth	ETF-Other	0.27%	—	—
50	ECL	Ecolab INC	Stock-Materials	0.27%	-0.07%	-6.20%

1–50 of 86

Holding changes this quarter

Position changes disclosed by S.E.E.D. Planning Group LLC for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	GOOGL	Alphabet Inc-cl A	+0.7%	-8.10%	Trim
2	TMO	Thermo Fisher Scientific INC	+0.5%	-4.55%	Trim
3	USB	US Bancorp	+0.3%	+2.50%	Add
4	EL	Estee Lauder Companies-cl A	+0.3%	-2.61%	Trim
5	LNG	Cheniere Energy INC	+0.3%	+112.55%	Add
6	SPGI	S&p Global INC	+0.2%	+24.91%	Add
7	MOAT	Vaneck Morningstar Wide Moat	+0.2%	+1.67%	Add
8	AAPL	Apple INC	+0.2%	-1.40%	Trim
9	AMZN	Amazon.com INC	+0.1%	+0.29%	Add
10	CL	Colgate-palmolive Co	+0.1%	+13.68%	Add
11	CTVA	Corteva INC	+0.1%	+6.88%	Add
12	ACN	Accenture plc	+0.1%	+20.01%	Add
13	KO	Coca-cola Co/the	+0.1%	+84.31%	Add
14	AMAT	Applied Materials INC	+0.1%	-10.62%	Trim
15	NEE	Nextera Energy INC	+0.1%	-2.47%	Trim
16	LOW	Lowe's Cos INC	+0.1%	+9.53%	Add
17	EQIX	Equinix INC	+0.1%	+11.08%	Add
18	A	Agilent Technologies INC	+0.1%	-2.30%	Trim
19	XOM	Exxon Mobil CORP	0%	+3.03%	Add
20	PEP	Pepsico INC	0%	+2.88%	Add
21	ORCL	Oracle CORP	0%	-0.57%	Trim
22	BSJR	Invesco Bulletshares 2027 Hy	-0.1%	-8.32%	Trim
23	VTI	Vanguard Total Stock Mkt ETF	-0.1%	-10.41%	Trim
24	BSCQ	Invesco Bulletshares 2026 Cb	-0.1%	-5.48%	Trim
25	BSCT	Invesco Bulletshares 2029 Cb	-0.1%	-4.59%	Trim
26	QS	Quantumscape CORP	-0.1%	-50.00%	Trim
27	SO	Southern Co/the	-0.1%	-5.25%	Trim
28	AMT	American Tower CORP	-0.1%	+4.05%	Add
29	LIN	Linde plc	-0.2%	+8.90%	Add
30	COST	Costco Wholesale CORP	-0.2%	-0.83%	Trim
31	CSGP	Costar Group INC	-0.2%	+4.99%	Add
32	META	Meta Platforms Inc-class A	-0.3%	+6.55%	Add
33	ADP	Automatic Data Processing	-0.3%	+7.95%	Add
34	ENB	Enbridge INC	-0.3%	-1.06%	Trim
35	MSFT	Microsoft CORP	-0.3%	+2.06%	Add
36	HD	Home Depot INC	-0.3%	-0.98%	Trim
37	VLO	Valero Energy CORP	-0.3%	-2.64%	Trim
38	BSJP	Invesco Bulletshares 2025 Hy	—	EXIT	Sold out
39	AVGO	Broadcom INC	—	NEW	New buy
40	COP	Conocophillips	—	NEW	New buy
41	APD	Air Products & Chemicals INC	—	EXIT	Sold out
42	KLAC	Kla CORP	—	NEW	New buy
43	SLV	Ishares Silver Trust	—	NEW	New buy
44	ECO	Okeanis Eco Tankers Corp.	—	EXIT	Sold out
45	VOO	Vanguard S&p 500 ETF	—	EXIT	Sold out
46	SYF	Synchrony Financial	—	EXIT	Sold out
47	TIGO	Millicom International Cellular S.A.	—	NEW	New buy
48	RACE	Ferrari N.V.	—	NEW	New buy
49	CMG	Chipotle Mexican Grill INC	—	EXIT	Sold out
50	BUD	Anheuser-busch Inbev-spn Adr	—	NEW	New buy