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CIK: 0001765515
Total reported value
$408.3M
$408.3M
88 檔
18.8%
At the close of Q2 2026, S.E.E.D. Planning Group LLC disclosed equity holdings valued at approximately $408.3M, spread across 88 reported holdings.
S.E.E.D. Planning Group LLC executed strategic sector rebalancing during Q2 2026, establishing 11 new positions while fully exiting 12 holdings and trimming 28 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.27% | +0.69% | -12.21% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.22% | +0.20% | -15.08% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.98% | +0.04% | -14.42% | |
| 4 | SHW | Sherwin-williams Co/the | Stock-Materials | 3.93% | -0.62% | +5.24% | |
| 5 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 3.82% | -0.57% | +8.98% | |
| 6 | NEE | Nextera Energy Inc | Stock-Utilities | 3.75% | -0.53% | +8.92% | |
| 7 | LIN | Linde plc | Stock-Materials | 3.68% | -0.32% | -0.43% | |
| 8 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 3.61% | +0.23% | +5.59% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.41% | +0.89% | -1.84% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 3.23% | +1.06% | -2.19% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.12% | -0.18% | +2.67% | |
| 12 | ROL | Rollins Inc | Stock-Consumer Disc | 3.09% | -0.26% | +23.41% | |
| 13 | VLO | Valero Energy CORP | Stock-Energy | 3.06% | +0.44% | -3.46% | |
| 14 | ADP | Automatic Data Processing | Stock-Tech | 3.04% | -0.33% | -3.02% | |
| 15 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 3.01% | +0.34% | — | |
| 16 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 2.89% | -0.33% | — | |
| 17 | USB | US Bancorp | Stock-Financials | 2.88% | -0.48% | -4.71% | |
| 18 | ENB | Enbridge Inc | Stock-Energy | 2.70% | -0.59% | -2.68% | |
| 19 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.34% | -0.32% | +1.87% | |
| 20 | CSGP | Costar Group Inc | Stock-Real Estate | 2.18% | -0.04% | +33.21% | |
| 21 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.08% | -0.21% | +11.28% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 1.81% | — | +5.28% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.60% | -0.44% | +12.96% | |
| 24 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 1.34% | -1.34% | EXIT | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 1.27% | -0.09% | -2.85% | |
| 26 | RTX | Rtx CORP | Stock-Industrials | 1.15% | -0.08% | +86.88% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.14% | -1.08% | +9.14% | |
| 28 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.12% | -0.09% | +19.82% | |
| 29 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.11% | -0.10% | +21.22% | |
| 30 | EQIX | Equinix Inc | Stock-Real Estate | 1.11% | +0.02% | -5.92% | |
| 31 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 1.09% | -0.12% | +22.37% | |
| 32 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 1.09% | -0.11% | +22.02% | |
| 33 | AMAT | Applied Materials Inc | Stock-Tech | 1.02% | -0.25% | -22.05% | |
| 34 | LNG | Cheniere Energy Inc | Stock-Energy | 0.92% | +0.34% | +40.27% | |
| 35 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.91% | -0.04% | — | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.89% | +0.07% | +16.17% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.86% | -0.07% | -0.92% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.79% | -0.79% | EXIT | |
| 39 | SPGI | S&p Global Inc | Stock-Financials | 0.76% | +0.01% | +1.92% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.70% | -0.04% | -1.47% | |
| 41 | BSJS | Invesco Bulletshares 2028 Hy | ETF-Other | 0.54% | -0.05% | +20.74% | |
| 42 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 0.54% | -0.05% | +20.91% | |
| 43 | FAST | Fastenal Co | Stock-Industrials | 0.54% | -0.03% | -1.98% | |
| 44 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.54% | -0.05% | +20.79% | |
| 45 | BSJT | Invesco Bulletshares 2029 Hy | ETF-Other | 0.52% | -0.05% | +22.05% | |
| 46 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.51% | +0.01% | — | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.01% | — | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.50% | -0.15% | -3.10% | |
| 49 | BUD | Anheuser-busch Inbev-spn Adr | Stock-Consumer Staples | 0.47% | -0.47% | EXIT | |
| 50 | SYK | Stryker CORP | Stock-Healthcare | 0.37% | -0.01% | +112.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ISRG | Intuitive Surgical Inc | +3% | NEW | New buy |
| 2 | PYLD | Pimco Multisector Bond Actv | +2.9% | NEW | New buy |
| 3 | SCHB | Schwab US Broad Market ETF | +0.9% | NEW | New buy |
| 4 | FENI | Fidelity Enhanced Intl ETF | +0.5% | NEW | New buy |
| 5 | RTX | Rtx CORP | +0.5% | +86.88% | Add |
| 6 | AMAT | Applied Materials Inc | +0.3% | -22.05% | Trim |
| 7 | SYK | Stryker CORP | +0.2% | +112.06% | Add |
| 8 | SCHX | Schwab US Large-cap ETF | +0.2% | +16.17% | Add |
| 9 | HD | Home Depot Inc | +0.2% | +12.96% | Add |
| 10 | CTAS | Cintas CORP | +0.1% | NEW | New buy |
| 11 | XOM | Exxon Mobil CORP | +0.1% | +61.26% | Add |
| 12 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | NEW | New buy |
| 13 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | NEW | New buy |
| 14 | IBDR | Ishares Ibonds Dec 2026 Term | +0.1% | NEW | New buy |
| 15 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | NEW | New buy |
| 16 | SHW | Sherwin-williams Co/the | +0.1% | +5.24% | Add |
| 17 | BSCU | Invesco Bulletshares 2030 Cb | +0.1% | +22.37% | Add |
| 18 | BSCT | Invesco Bulletshares 2029 Cb | +0.1% | +22.02% | Add |
| 19 | BSCS | Invesco Bulletshares 2028 Cb | +0.1% | +21.22% | Add |
| 20 | PG | Procter & Gamble Co/the | +0.1% | +78.25% | Add |
| 21 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.1% | +164.02% | Add |
| 22 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | +19.82% | Add |
| 23 | LNG | Cheniere Energy Inc | +0.1% | +40.27% | Add |
| 24 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 25 | PGR | Progressive CORP | +0.1% | +43.25% | Add |
| 26 | GLW | Corning Inc | +0.1% | — | Unchanged |
| 27 | RACE | Ferrari N.V. | +0.1% | +56.70% | Add |
| 28 | COF | Capital One Financial CORP | +0.1% | NEW | New buy |
| 29 | BSJT | Invesco Bulletshares 2029 Hy | +0.1% | +22.05% | Add |
| 30 | BSJS | Invesco Bulletshares 2028 Hy | +0.1% | +20.74% | Add |
| 31 | BSJR | Invesco Bulletshares 2027 Hy | +0.1% | +20.91% | Add |
| 32 | BSJQ | Invesco Bulletshares 2026 Hy | +0.1% | +20.79% | Add |
| 33 | BUD | Anheuser-busch Inbev-spn Adr | 0% | +1.30% | Add |
| 34 | IJH | Ishares Core S&p Midcap ETF | 0% | +11.31% | Add |
| 35 | NVDA | Nvidia CORP | 0% | +19.16% | Add |
| 36 | AVGO | Broadcom Inc | 0% | +8.75% | Add |
| 37 | IJR | Ishares Core S&p Small-cap E | 0% | +7.74% | Add |
| 38 | ROK | Rockwell Automation Inc | 0% | -6.68% | Trim |
| 39 | USB | US Bancorp | 0% | -4.71% | Trim |
| 40 | VTI | Vanguard Total Stock Mkt ETF | 0% | -1.47% | Trim |
| 41 | APH | Amphenol Corp-cl A | 0% | — | Unchanged |
| 42 | IBM | Intl Business Machines CORP | 0% | -3.10% | Trim |
| 43 | WMT | Walmart Inc | 0% | +21.13% | Add |
| 44 | IWF | Ishares Russell 1000 Growth | 0% | +284.62% | Add |
| 45 | CDNS | Cadence Design Sys Inc | 0% | -11.79% | Trim |
| 46 | COP | Conocophillips | 0% | +43.55% | Add |
| 47 | IWD | Ishares Russell 1000 Value E | 0% | — | Unchanged |
| 48 | V | Visa Inc-class A Shares | — | -2.85% | Trim |
| 49 | JPM | Jpmorgan Chase & Co | — | -0.92% | Trim |
| 50 | VOO | Vanguard S&p 500 ETF | — | +6.60% | Add |
According to official SEC Form 13F filings, S.E.E.D. Planning Group LLC reported a total U.S. public equity portfolio value of $408.3M across 88 disclosed positions in Q2 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 AAPL, AMZN, GOOGL) accounted for 18.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
ISRG
市值: $11.4M
Top Position Liquidated / Trimmed
SCHD
前期市值: $496.1K
During Q2 2026, S.E.E.D. Planning Group LLC's top holdings by market value included AAPL (4.3%)、AMZN (4.2%)、GOOGL (4.0%). The largest single position, AAPL, represented 4.3% of total portfolio value.
In Q2 2026, S.E.E.D. Planning Group LLC made 94 total portfolio adjustments, initiating 11 new buys, adding to 43 positions, trimming 28 holdings, and fully liquidating 12 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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