S.E.E.D. Planning Group LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$344.3M

Reporting period: 2026-03-31 · Number of holdings: 89

S.E.E.D. Planning Group LLC disclosed 89 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $344.3M and a quarterly turnover rate of 35.9%.

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Personality snowflake

Concentration: 11.43
Portfolio Stability: 35.87
Momentum/Contrarian: 100
Sector conviction: 38.09
Diversification: 100
Sizing Uniformity: 87.51

Recent moves

Trim MOAT
-90.2%　-$14.7M
Add COST
+71.7%　$6.1M
Add CSGP
+366.5%　$5.7M
Trim CL
-95.2%　-$5.0M
Trim GOOGL
-17.2%　-$4.5M
Trim EL
-16.9%　-$3.9M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AMZN	Amazon.com INC	Stock-Consumer Disc	4.77%	-0.06%	+7.50%
2	AAPL	Apple INC	Stock-Tech	4.69%	-0.56%	-6.01%
3	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	4.12%	-1.19%	-17.22%
4	NEE	Nextera Energy INC	Stock-Utilities	4.01%	—	-12.29%
5	LIN	Linde plc	Stock-Materials	3.88%	+0.56%	-1.39%
6	CBRE	Cbre Group INC - A	Stock-Real Estate	3.88%	+0.87%	+50.16%
7	META	Meta Platforms Inc-class A	Stock-Comm Services	3.88%	+0.29%	+22.22%
8	SHW	Sherwin-williams Co/the	Stock-Materials	3.82%	+3.82%	NEW
9	TMO	Thermo Fisher Scientific INC	Stock-Healthcare	3.69%	-0.64%	-1.44%
10	A	Agilent Technologies INC	Stock-Healthcare	3.66%	-0.27%	+9.21%
11	MSFT	Microsoft CORP	Stock-Tech	3.60%	-0.05%	+26.42%
12	COST	Costco Wholesale CORP	Stock-Consumer Staples	3.56%	+1.80%	+71.68%
13	ROL	Rollins INC	Stock-Consumer Disc	3.53%	+3.53%	NEW
14	VLO	Valero Energy CORP	Stock-Energy	3.31%	—	-34.41%
15	ADP	Automatic Data Processing	Stock-Tech	3.13%	-0.08%	+21.04%
16	ENB	Enbridge INC	Stock-Energy	3.05%	—	-9.67%
17	LMT	Lockheed Martin CORP	Stock-Industrials	3.00%	-0.13%	-24.85%
18	USB	US Bancorp	Stock-Financials	2.86%	-0.38%	-10.94%
19	CSGP	Costar Group INC	Stock-Real Estate	2.57%	+1.67%	+366.48%
20	LOW	Lowe's Cos INC	Stock-Consumer Disc	2.20%	-0.09%	-3.82%
21	MA	Mastercard INC - A	Stock-Financials	1.84%	—	+13.19%
22	EL	Estee Lauder Companies-cl A	Stock-Consumer Staples	1.51%	-1.08%	-16.86%
23	HD	Home Depot INC	Stock-Consumer Disc	1.45%	—	+8.57%
24	PEP	Pepsico INC	Stock-Consumer Staples	1.32%	+0.27%	+13.19%
25	V	Visa Inc-class A Shares	Stock-Financials	1.27%	—	+11.85%
26	EQIX	Equinix INC	Stock-Real Estate	1.22%	+0.20%	-8.11%
27	BSCR	Invesco Bulletshares 2027 Cb	ETF-Other	1.03%	—	+2.09%
28	BSCS	Invesco Bulletshares 2028 Cb	ETF-Other	1.01%	—	+1.72%
29	BSCT	Invesco Bulletshares 2029 Cb	ETF-Other	0.98%	—	+1.62%
30	BSCU	Invesco Bulletshares 2030 Cb	ETF-Other	0.98%	+0.98%	NEW
31	SPGI	S&p Global INC	Stock-Financials	0.86%	—	+26.09%
32	JPM	Jpmorgan Chase & Co	Stock-Financials	0.86%	-0.11%	-4.77%
33	LNG	Cheniere Energy INC	Stock-Energy	0.85%	+0.20%	-11.86%
34	SCHX	Schwab US Large-cap ETF	ETF-Other	0.73%	—	+8.72%
35	RTX	Rtx CORP	Stock-Industrials	0.69%	+0.08%	+5.76%
36	AMAT	Applied Materials INC	Stock-Tech	0.68%	—	-28.89%
37	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.68%	—	+4.27%
38	XOM	Exxon Mobil CORP	Stock-Energy	0.67%	—	-22.01%
39	FAST	Fastenal Co	Stock-Industrials	0.58%	+0.58%	NEW
40	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.53%	—	-0.08%
41	BSJQ	Invesco Bulletshares 2026 Hy	ETF-Other	0.49%	—	+1.63%
42	BSJR	Invesco Bulletshares 2027 Hy	ETF-Other	0.49%	—	+1.62%
43	BSJS	Invesco Bulletshares 2028 Hy	ETF-Other	0.49%	—	+1.99%
44	IBM	Intl Business Machines CORP	Stock-Tech	0.49%	-0.10%	-1.13%
45	BSJT	Invesco Bulletshares 2029 Hy	ETF-Other	0.47%	+0.47%	NEW
46	BUD	Anheuser-busch Inbev-spn Adr	Stock-Consumer Staples	0.43%	+0.37%	+549.06%
47	MOAT	Vaneck Morningstar Wide Moat	ETF-Other	0.43%	-4.18%	-90.19%
48	ACN	Accenture plc	Stock-Tech	0.38%	-0.12%	+0.76%
49	WMT	Walmart INC	Stock-Consumer Staples	0.34%	—	+3.25%
50	NOC	Northrop Grumman CORP	Stock-Industrials	0.33%	—	+1.34%

1–50 of 89

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	89	$344.3M	36	1AMZN 2AAPL 3GOOGL Top holdings2026-03-31 1.AMZN 2.AAPL 3.GOOGL 4.NEE 5.LIN 6.CBRE 7.META 8.SHW 9.TMO 10.A
2025-12-31	86	$350.9M	9	1GOOGL 2AAPL 3AMZN Top holdings2025-12-31 1.GOOGL 2.AAPL 3.AMZN 4.MOAT 5.TMO 6.A 7.NEE 8.MSFT 9.META 10.CTVA
2025-09-30	85	$343.1M	36	1AAPL 2AMZN 3GOOGL Top holdings2025-09-30 1.AAPL 2.AMZN 3.GOOGL 4.MOAT 5.MSFT 6.TMO 7.A 8.META 9.NEE 10.VLO
2025-06-30	71	$319.0M	0	1AMZN 2AAPL 3META Top holdings2025-06-30 1.AMZN 2.AAPL 3.META 4.MOAT 5.MSFT 6.GOOGL 7.CTVA 8.A 9.NEE 10.TMO
2025-03-31	73	$296.7M	100	1AAPL 2AMZN 3MOAT Top holdings2025-03-31 1.AAPL 2.AMZN 3.MOAT 4.NEE 5.META 6.GOOGL 7.ENB 8.MSFT 9.A 10.CBRE
2024-12-31	75	$299.6M	0	1AAPL 2MOAT 3AMZN Top holdings2024-12-31 1.AAPL 2.MOAT 3.AMZN 4.META 5.MSFT 6.GOOGL 7.ENB 8.NEE 9.CBRE 10.EL
2024-09-30	73	$301.6M	0	1AAPL 2MOAT 3AMZN Top holdings2024-09-30 1.AAPL 2.MOAT 3.AMZN 4.NEE 5.EL 6.ENB 7.MSFT 8.ECL 9.CBRE 10.META
2024-06-30	74	$275.1M	0	1AMZN 2AAPL 3NEE Top holdings2024-06-30 1.AMZN 2.AAPL 3.NEE 4.MSFT 5.GOOGL 6.ECL 7.ENB 8.META 9.MOAT 10.HON
2024-03-31	75	$273.9M	0	1AMZN 2AAPL 3NEE Top holdings2024-03-31 1.AMZN 2.AAPL 3.NEE 4.ECL 5.MSFT 6.EL 7.META 8.CBRE 9.GOOGL 10.ENB
2023-12-31	86	$248.1M	0	1AAPL 2AMZN 3MSFT Top holdings2023-12-31 1.AAPL 2.AMZN 3.MSFT 4.CBRE 5.ECL 6.META 7.GOOGL 8.NEE 9.EL 10.ENB
2023-09-30	85	$259.3M	0	1AAPL 2BSCO 3BSCP Top holdings2023-09-30 1.AAPL 2.BSCO 3.BSCP 4.BSGT 5.BSCQ 6.AMZN 7.GOOGL 8.MSFT 9.META 10.MOAT
2023-06-30	90	$284.9M	0	1AAPL 2META 3AMZN Top holdings2023-06-30 1.AAPL 2.META 3.AMZN 4.MSFT 5.MOAT 6.GOOGL 7.ECL 8.NEE 9.CBRE 10.COST
2023-03-31	88	$259.1M	0	1AAPL 2META 3MOAT Top holdings2023-03-31 1.AAPL 2.META 3.MOAT 4.AMZN 5.MSFT 6.GOOGL 7.ECL 8.BSCP 9.BSCO 10.NEE
2022-12-31	85	$230.7M	0	1AAPL 2BSCP 3BSGT Top holdings2022-12-31 1.AAPL 2.BSCP 3.BSGT 4.BSCO 5.MOAT 6.MSFT 7.LIN 8.NEE 9.EL 10.CBRE
2022-09-30	83	$213.9M	0	1AAPL 2BSCMUSD 3BSGT Top holdings2022-09-30 1.AAPL 2.BSCMUSD 3.BSGT 4.BSCO 5.BSCP 6.MSFT 7.NEE 8.AMZN 9.GOOGL 10.ECL
2022-06-30	83	$220.8M	0	1AAPL 2BSCMUSD 3BSGT Top holdings2022-06-30 1.AAPL 2.BSCMUSD 3.BSGT 4.BSCO 5.BSCP 6.MSFT 7.NEE 8.GOOGL 9.EL 10.D
2022-03-31	91	$234.5M	0	1BSCMUSD 2AAPL 3BSGT Top holdings2022-03-31 1.BSCMUSD 2.AAPL 3.BSGT 4.BSCO 5.BSCP 6.MSFT 7.AMZN 8.GOOGL 9.D 10.META
2021-12-31	95	$230.4M	0	1BSCMUSD 2BSGT 3BSCP Top holdings2021-12-31 1.BSCMUSD 2.BSGT 3.BSCP 4.BSCO 5.AAPL 6.AMZN 7.MOAT 8.MSFT 9.NEE 10.GOOGL
2021-09-30	88	$212.0M	0	1BSCMUSD 2BSGT 3BSCP Top holdings2021-09-30 1.BSCMUSD 2.BSGT 3.BSCP 4.BSCO 5.AAPL 6.MOAT 7.AMZN 8.MSFT 9.VLO 10.GOOGL
2021-06-30	85	$203.1M	95	1BSCMUSD 2BSGT 3BSCO Top holdings2021-06-30 1.BSCMUSD 2.BSGT 3.BSCO 4.BSCP 5.AAPL 6.MOAT 7.AMZN 8.MSFT 9.GOOGL 10.META
2021-03-31	74	$182.3M	32	1BSCMUSD 2BSGT 3BSCO Top holdings2021-03-31 1.BSCMUSD 2.BSGT 3.BSCO 4.BSCP 5.AAPL 6.AMZN 7.MOAT 8.MSFT 9.JLL 10.ENB
2020-12-31	69	$166.6M	26	1AAPL 2BSCO 3BSGT Top holdings2020-12-31 1.AAPL 2.BSCO 3.BSGT 4.BSCMUSD 5.BSCL 6.MSFT 7.SCHX 8.MOAT 9.JLL 10.AMZN
2020-09-30	58	$136.4M	14	1AAPL 2BSGT 3BSCMUSD Top holdings2020-09-30 1.AAPL 2.BSGT 3.BSCMUSD 4.BSCL 5.BSCO 6.SCHX 7.MOAT 8.MSFT 9.META 10.AMZN
2020-06-30	56	$127.9M	25	1AAPL 2BSGT 3BSCMUSD Top holdings2020-06-30 1.AAPL 2.BSGT 3.BSCMUSD 4.BSCO 5.BSCL 6.SCHX 7.MOAT 8.MSFT 9.AMZN 10.GOOGL
2020-03-31	48	$103.0M	61	1MOAT 2AAPL 3BSCL Top holdings2020-03-31 1.MOAT 2.AAPL 3.BSCL 4.BSCMUSD 5.BSGT 6.BSCO 7.SCHX 8.MSFT 9.AMZN 10.META
2019-12-31	53	$115.1M	0	1SCHX 2AAPL 3BSCK Top holdings2019-12-31 1.SCHX 2.AAPL 3.BSCK 4.BSCL 5.BSGT 6.BSCMUSD 7.MSFT 8.UNH 9.COF 10.META

Holding changes this quarter

S.E.E.D. Planning Group LLC's most significant position changes for 2026-03-31: New buy: Sherwin-williams Co/the (SHW); Sold out: Corteva INC (CTVA); New buy: Rollins INC (ROL); Sold out: American Tower CORP (AMT); Sold out: Invesco Bulletshares 2026 Cb (BSCQ).

Position changes disclosed by S.E.E.D. Planning Group LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	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	SCHD	Schwab US Dvd Equity ETF	+0.1%	+115.61%	Add
11	RTX	Rtx CORP	+0.1%	+5.76%	Add
12	PG	Procter & Gamble Co/the	+0.1%	+75.80%	Add
13	MSFT	Microsoft CORP	-0.1%	+26.42%	Add
14	AMZN	Amazon.com INC	-0.1%	+7.50%	Add
15	ECL	Ecolab INC	-0.1%	-29.09%	Trim
16	ADP	Automatic Data Processing	-0.1%	+21.04%	Add
17	LOW	Lowe's Cos INC	-0.1%	-3.82%	Trim
18	IBM	Intl Business Machines CORP	-0.1%	-1.13%	Trim
19	JPM	Jpmorgan Chase & Co	-0.1%	-4.77%	Trim
20	ACN	Accenture plc	-0.1%	+0.76%	Add
21	LMT	Lockheed Martin CORP	-0.1%	-24.85%	Trim
22	A	Agilent Technologies INC	-0.3%	+9.21%	Add
23	USB	US Bancorp	-0.4%	-10.94%	Trim
24	AAPL	Apple INC	-0.6%	-6.01%	Trim
25	TMO	Thermo Fisher Scientific INC	-0.6%	-1.44%	Trim
26	EL	Estee Lauder Companies-cl A	-1.1%	-16.86%	Trim
27	GOOGL	Alphabet Inc-cl A	-1.2%	-17.22%	Trim
28	CL	Colgate-palmolive Co	-1.4%	-95.18%	Trim
29	MOAT	Vaneck Morningstar Wide Moat	-4.2%	-90.19%	Trim
30	SHW	Sherwin-williams Co/the	—	NEW	New buy
31	CTVA	Corteva INC	—	EXIT	Sold out
32	ROL	Rollins INC	—	NEW	New buy
33	AMT	American Tower CORP	—	EXIT	Sold out
34	BSCQ	Invesco Bulletshares 2026 Cb	—	EXIT	Sold out
35	BSCU	Invesco Bulletshares 2030 Cb	—	NEW	New buy
36	FAST	Fastenal Co	—	NEW	New buy
37	SO	Southern Co/the	—	EXIT	Sold out
38	BSJT	Invesco Bulletshares 2029 Hy	—	NEW	New buy
39	TSCO	Tractor Supply Company	—	NEW	New buy
40	SYK	Stryker CORP	—	NEW	New buy
41	PGR	Progressive CORP	—	NEW	New buy
42	ARQT	Arcutis Biotherapeutics INC	—	EXIT	Sold out
43	XLU	St Sr Utl Sl Se Spdr Etf-usd	—	NEW	New buy
44	VISN	Vistance Networks INC	—	EXIT	Sold out
45	KLAC	Kla CORP	—	EXIT	Sold out
46	SLV	Ishares Silver Trust	—	EXIT	Sold out
47	HAL	Halliburton Co	—	NEW	New buy
48	PYPL	Paypal Holdings INC	—	NEW	New buy
49	JEF	Jefferies Financial Group In	—	NEW	New buy
50	CLS	Celestica INC	—	EXIT	Sold out

FAQ

What is S.E.E.D. Planning Group LLC and what type of investor is it?

S.E.E.D. Planning Group LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $344.3M, spread across 89 disclosed positions.

What are S.E.E.D. Planning Group LLC's largest equity positions?

Based on the latest 13F filing, S.E.E.D. Planning Group LLC's top holdings by market value are: 1. Amazon.com INC (AMZN) — $16.4M (4.8%) 2. Apple INC (AAPL) — $16.2M (4.7%) 3. Alphabet Inc-cl A (GOOGL) — $14.2M (4.1%) 4. Nextera Energy INC (NEE) — $13.8M (4.0%) 5. Linde plc (LIN) — $13.4M (3.9%)

What changes did S.E.E.D. Planning Group LLC make in its most recent portfolio filing?

In the latest reported quarter, S.E.E.D. Planning Group LLC made 50 notable position adjustments: 12 new positions were initiated, 14 existing holdings were added to, 15 positions were partially reduced, and 9 were completely exited. The largest of these moves: New buy: Sherwin-williams Co/the (SHW); Sold out: Corteva INC (CTVA); New buy: Rollins INC (ROL); Sold out: American Tower CORP (AMT); Sold out: Invesco Bulletshares 2026 Cb (BSCQ)

What sectors does S.E.E.D. Planning Group LLC focus on?

S.E.E.D. Planning Group LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 18.8% • Consumer Discretionary: 16.3% • Communication Services: 15.6% • Financials: 10.7% • Consumer Staples: 10.7% • Materials: 7.3%