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CIK: 0001765515
Total reported value
$378.9M
$378.9M
89 檔
19.5%
According to the latest 13F quarterly dataset, S.E.E.D. Planning Group LLC managed an equity portfolio of $378.9M at the end of Q1 2026, spanning 89 distinct U.S. exchange-listed positions.
S.E.E.D. Planning Group LLC executed strategic sector rebalancing during Q1 2026, establishing 14 new positions while fully exiting 11 holdings and trimming 34 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.77% | -0.55% | +7.50% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.69% | -0.42% | -6.01% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.12% | -0.14% | -17.22% | |
| 4 | NEE | Nextera Energy Inc | Stock-Utilities | 4.01% | -0.26% | -12.29% | |
| 5 | LIN | Linde plc | Stock-Materials | 3.88% | -0.20% | -1.39% | |
| 6 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 3.88% | -0.06% | +50.16% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.88% | -0.47% | +22.22% | |
| 8 | SHW | Sherwin-williams Co/the | Stock-Materials | 3.82% | +0.11% | — | |
| 9 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 3.69% | -0.08% | -1.44% | |
| 10 | A | Agilent Technologies Inc | Stock-Healthcare | 3.66% | -3.48% | +9.21% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 3.60% | -0.37% | +26.42% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.56% | -0.44% | +71.68% | |
| 13 | ROL | Rollins Inc | Stock-Consumer Disc | 3.53% | -0.44% | — | |
| 14 | VLO | Valero Energy CORP | Stock-Energy | 3.31% | -0.25% | -34.41% | |
| 15 | ADP | Automatic Data Processing | Stock-Tech | 3.13% | -0.09% | +21.04% | |
| 16 | ENB | Enbridge Inc | Stock-Energy | 3.05% | -0.35% | -9.67% | |
| 17 | LMT | Lockheed Martin CORP | Stock-Industrials | 3.00% | -0.66% | -24.85% | |
| 18 | USB | US Bancorp | Stock-Financials | 2.86% | +0.02% | -10.94% | |
| 19 | CSGP | Costar Group Inc | Stock-Real Estate | 2.57% | -0.39% | +366.48% | |
| 20 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.20% | -0.12% | -3.82% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 1.84% | -0.03% | +13.19% | |
| 22 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 1.51% | -0.17% | -16.86% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.45% | +0.15% | +8.57% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.32% | -0.18% | +13.19% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 1.27% | — | +11.85% | |
| 26 | EQIX | Equinix Inc | Stock-Real Estate | 1.22% | -0.11% | -8.11% | |
| 27 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.03% | +0.09% | +2.09% | |
| 28 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.01% | +0.10% | +1.72% | |
| 29 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.98% | +0.11% | +1.62% | |
| 30 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 0.98% | +0.11% | — | |
| 31 | SPGI | S&p Global Inc | Stock-Financials | 0.86% | -0.10% | +26.09% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.86% | — | -4.77% | |
| 33 | LNG | Cheniere Energy Inc | Stock-Energy | 0.85% | +0.07% | -11.86% | |
| 34 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.73% | +0.16% | +8.72% | |
| 35 | RTX | Rtx CORP | Stock-Industrials | 0.69% | +0.46% | +5.76% | |
| 36 | AMAT | Applied Materials Inc | Stock-Tech | 0.68% | +0.34% | -28.89% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.68% | +0.02% | +4.27% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.67% | +0.12% | -22.01% | |
| 39 | FAST | Fastenal Co | Stock-Industrials | 0.58% | -0.04% | — | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | -0.02% | -0.08% | |
| 41 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.49% | +0.05% | +1.63% | |
| 42 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 0.49% | +0.05% | +1.62% | |
| 43 | BSJS | Invesco Bulletshares 2028 Hy | ETF-Other | 0.49% | +0.05% | +1.99% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.49% | +0.01% | -1.13% | |
| 45 | BSJT | Invesco Bulletshares 2029 Hy | ETF-Other | 0.47% | +0.05% | — | |
| 46 | BUD | Anheuser-busch Inbev-spn Adr | Stock-Consumer Staples | 0.43% | +0.04% | +549.06% | |
| 47 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.43% | -0.15% | -90.19% | |
| 48 | ACN | Accenture plc | Stock-Tech | 0.38% | -0.15% | +0.76% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.34% | +0.01% | +3.25% | |
| 50 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.33% | -0.04% | +1.34% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +1.8% | +71.68% | Add |
| 2 | CSGP | Costar Group Inc | +1.7% | +366.48% | Add |
| 3 | CBRE | Cbre Group Inc - A | +0.9% | +50.16% | Add |
| 4 | LIN | Linde plc | +0.6% | -1.39% | Trim |
| 5 | BUD | Anheuser-busch Inbev-spn Adr | +0.4% | +549.06% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.3% | +22.22% | Add |
| 7 | PEP | Pepsico Inc | +0.3% | +13.19% | Add |
| 8 | LNG | Cheniere Energy Inc | +0.2% | -11.86% | Trim |
| 9 | EQIX | Equinix Inc | +0.2% | -8.11% | Trim |
| 10 | ENB | Enbridge Inc | +0.1% | -9.67% | Trim |
| 11 | NEE | Nextera Energy Inc | +0.1% | -12.29% | Trim |
| 12 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +115.61% | Add |
| 13 | RTX | Rtx CORP | +0.1% | +5.76% | Add |
| 14 | HD | Home Depot Inc | +0.1% | +8.57% | Add |
| 15 | PG | Procter & Gamble Co/the | +0.1% | +75.80% | Add |
| 16 | XOM | Exxon Mobil CORP | +0.1% | -22.01% | Trim |
| 17 | NOC | Northrop Grumman CORP | +0.1% | +1.34% | Add |
| 18 | WMT | Walmart Inc | +0.1% | +3.25% | Add |
| 19 | RACE | Ferrari N.V. | 0% | +74.83% | Add |
| 20 | SCHX | Schwab US Large-cap ETF | 0% | +8.72% | Add |
| 21 | SPGI | S&p Global Inc | 0% | +26.09% | Add |
| 22 | VLO | Valero Energy CORP | 0% | -34.41% | Trim |
| 23 | ROK | Rockwell Automation Inc | 0% | +40.82% | Add |
| 24 | AVGO | Broadcom Inc | 0% | +32.84% | Add |
| 25 | TIGO | Millicom International Cellular S.A. | 0% | — | Unchanged |
| 26 | BSCR | Invesco Bulletshares 2027 Cb | 0% | +2.09% | Add |
| 27 | BSCS | Invesco Bulletshares 2028 Cb | 0% | +1.72% | Add |
| 28 | COP | Conocophillips | 0% | -19.24% | Trim |
| 29 | MA | Mastercard Inc - A | 0% | +13.19% | Add |
| 30 | BSCT | Invesco Bulletshares 2029 Cb | 0% | +1.62% | Add |
| 31 | NVDA | Nvidia CORP | 0% | +17.29% | Add |
| 32 | GILD | Gilead Sciences Inc | 0% | — | Unchanged |
| 33 | EXC | Exelon CORP | 0% | — | Unchanged |
| 34 | BSJQ | Invesco Bulletshares 2026 Hy | 0% | +1.63% | Add |
| 35 | BSJS | Invesco Bulletshares 2028 Hy | 0% | +1.99% | Add |
| 36 | BSJR | Invesco Bulletshares 2027 Hy | 0% | +1.62% | Add |
| 37 | VTI | Vanguard Total Stock Mkt ETF | 0% | +4.27% | Add |
| 38 | KO | Coca-cola Co/the | 0% | -7.55% | Trim |
| 39 | IJH | Ishares Core S&p Midcap ETF | — | -4.72% | Trim |
| 40 | SDY | Ss Spdr S&p Dividend ETF | — | — | Unchanged |
| 41 | IJR | Ishares Core S&p Small-cap E | — | -5.71% | Trim |
| 42 | SHYG | Ishares 0-5 Yr Hy CORP Bond | — | -1.71% | Trim |
| 43 | IWD | Ishares Russell 1000 Value E | — | — | Unchanged |
| 44 | BCS | Barclays Plc-spons Adr | 0% | — | Unchanged |
| 45 | DGRO | Ishares Core Dividend Growth | 0% | -14.48% | Trim |
| 46 | APH | Amphenol Corp-cl A | 0% | — | Unchanged |
| 47 | V | Visa Inc-class A Shares | 0% | +11.85% | Add |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.08% | Trim |
| 49 | WTW | Willis Towers Watson Public Limited Company | 0% | -0.43% | Trim |
| 50 | DIS | Walt Disney Co/the | 0% | -0.20% | Trim |
According to official SEC Form 13F filings, S.E.E.D. Planning Group LLC reported a total U.S. public equity portfolio value of $378.9M across 89 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, AAPL, GOOGL) accounted for 19.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
SHW
市值: $13.2M
Top Position Liquidated / Trimmed
CTVA
前期市值: $12.4M
During Q1 2026, S.E.E.D. Planning Group LLC's top holdings by market value included AMZN (4.8%)、AAPL (4.7%)、GOOGL (4.1%). The largest single position, AMZN, represented 4.8% of total portfolio value.
In Q1 2026, S.E.E.D. Planning Group LLC made 91 total portfolio adjustments, initiating 14 new buys, adding to 32 positions, trimming 34 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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