S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- Latest filing
- Aug 4, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 8, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 71
- −2 vs. Q1 2025
- Portfolio value
- $319.0M
- +$22.2M (+7.5%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 73,445 | $16.1M | 5.1% | −319−0.4% | Reduced | History |
| AAPLApple Inc. | Stock | 70,788 | $14.5M | 4.6% | +6,696+10.4% | Added | History |
| METAMeta Platforms, Inc. | Stock | 18,464 | $13.6M | 4.3% | −1,201−6.1% | Reduced | History |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 144,028 | $13.5M | 4.2% | −2,999−2.0% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 26,101 | $13.0M | 4.1% | −2,739−9.5% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 72,461 | $12.8M | 4.0% | +1,585+2.2% | Added | History |
| CTVACorteva, Inc. | Stock | 164,393 | $12.3M | 3.8% | +67,869+70.3% | Added | History |
| AAgilent Technologies, Inc. | COM | 103,814 | $12.3M | 3.8% | +12,181+13.3% | Added | History |
| NEENextera Energy Inc | Stock | 171,258 | $11.9M | 3.7% | +3,287+2.0% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 28,241 | $11.5M | 3.6% | +17,267+157.3% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 36,201 | $11.2M | 3.5% | +33,137+1,081.5% | Added | History |
| VLOValero Energy Corp | Stock | 81,298 | $10.9M | 3.4% | +47,768+142.5% | Added | History |
| ENBEnbridge Inc | Stock | 225,434 | $10.2M | 3.2% | −21,387−8.7% | Reduced | History |
| CBRECbre Group, Inc. | CL A | 71,524 | $10.0M | 3.1% | −692−1.0% | Reduced | History |
| USBUS Bancorp DE | COM NEW | 213,317 | $9.65M | 3.0% | +12,935+6.5% | Added | History |
| LMTLockheed Martin Corp | Stock | 20,487 | $9.49M | 3.0% | +1,199+6.2% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 110,273 | $8.91M | 2.8% | −17,480−13.7% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 7,441 | $7.37M | 2.3% | −790−9.6% | Reduced | History |
| LINLinde PLC | Stock | 14,259 | $6.69M | 2.1% | −196−1.4% | Reduced | History |
| LOWLowes Companies Inc | Stock | 29,676 | $6.58M | 2.1% | +5,985+25.3% | Added | History |
| MAMastercard Inc | Stock | 11,679 | $6.56M | 2.1% | −109−0.9% | Reduced | History |
| AMTAmerican Tower Corp | REIT | 26,330 | $5.82M | 1.8% | −1,528−5.5% | Reduced | History |
| HDHome Depot, Inc. | Stock | 15,110 | $5.54M | 1.7% | −525−3.4% | Reduced | History |
| VVisa Inc. | Stock | 13,657 | $4.85M | 1.5% | −935−6.4% | Reduced | History |
| CLColgate Palmolive Co | Stock | 41,984 | $3.82M | 1.2% | +9,893+30.8% | Added | History |
| CSGPCostar Group, Inc. | COM | 46,331 | $3.73M | 1.2% | −1,410−3.0% | Reduced | History |
| ECLEcolab Inc. | Stock | 13,670 | $3.68M | 1.2% | −582−4.1% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 181,007 | $3.53M | 1.1% | +136+0.1% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 178,168 | $3.50M | 1.1% | +1,515+0.9% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 181,617 | $3.40M | 1.1% | +4,271+2.4% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 165,408 | $3.39M | 1.1% | +3,929+2.4% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 11,239 | $3.26M | 1.0% | −333−2.9% | Reduced | History |
| PEPPepsiCo Inc | Stock | 23,476 | $3.10M | 1.0% | +12,766+119.2% | Added | History |
| EQIXEquinix Inc | COM | 3,242 | $2.58M | 0.8% | +417+14.8% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 8,477 | $2.39M | 0.7% | +1,688+24.9% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,788 | $2.37M | 0.7% | 00.0% | Unchanged | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 94,106 | $2.30M | 0.7% | −795−0.8% | Reduced | – |
| SOSouthern Co | Stock | 23,752 | $2.18M | 0.7% | −144−0.6% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 7,347 | $2.17M | 0.7% | +636+9.5% | Added | History |
| AMATApplied Materials Inc | Stock | 11,288 | $2.07M | 0.6% | +809+7.7% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 3,895 | $1.89M | 0.6% | 00.0% | Unchanged | History |
| Invesco Exch TRD SLF Idx FD46138J585 | BULETSHS 2027 | 77,524 | $1.76M | 0.6% | +3,013+4.0% | Added | – |
| RTXRTX Corp | Stock | 12,017 | $1.75M | 0.6% | −5,068−29.7% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 72,794 | $1.70M | 0.5% | +3,152+4.5% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 73,467 | $1.69M | 0.5% | +3,095+4.4% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J452 | INVSCO 28 HYCORP | 74,566 | $1.64M | 0.5% | +2,276+3.1% | Added | – |
| ACNAccenture plc | Stock | 4,817 | $1.44M | 0.5% | +605+14.4% | Added | History |
| SPGIS&P Global Inc. | Stock | 2,722 | $1.44M | 0.5% | +644+31.0% | Added | History |
| LNGCheniere Energy, Inc. | COM NEW | 5,491 | $1.34M | 0.4% | +5,491 | New | History |
| XOMExxonMobil Holdings Corp | COM | 10,121 | $1.09M | 0.3% | −53,663−84.1% | Reduced | History |
| WMTWalmart Inc. | Stock | 9,670 | $945.5K | 0.3% | −513−5.0% | Reduced | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 13,405 | $831.3K | 0.3% | −92−0.7% | Reduced | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,822 | $773.6K | 0.2% | 00.0% | Unchanged | – |
| NOCNorthrop Grumman Corp | Stock | 1,528 | $764.0K | 0.2% | +86+6.0% | Added | History |
| WTWWillis Towers Watson PLC | SHS | 2,367 | $725.5K | 0.2% | −32−1.3% | Reduced | History |
| NVDANVIDIA Corp | Stock | 4,275 | $675.4K | 0.2% | +1,292+43.3% | Added | History |
| DISWalt Disney Co | Stock | 5,056 | $627.0K | 0.2% | −389−7.1% | Reduced | History |
| ROKRockwell Automation, Inc | Stock | 1,857 | $616.8K | 0.2% | −43−2.3% | Reduced | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,607 | $612.8K | 0.2% | +11+0.2% | Added | – |
| CDNSCadence Design Systems Inc | Stock | 1,772 | $546.0K | 0.2% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 5,293 | $485.0K | 0.2% | −273−4.9% | Reduced | History |
| XYLXylem Inc. | COM | 3,505 | $453.4K | 0.1% | −653−15.7% | Reduced | History |
| ORCLOracle Corp | Stock | 1,789 | $391.1K | 0.1% | +80+4.7% | Added | History |
| PGProcter & Gamble Co | Stock | 2,429 | $387.1K | 0.1% | +266+12.3% | Added | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,687 | $364.7K | 0.1% | 00.0% | Unchanged | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,649 | $320.3K | 0.1% | 00.0% | Unchanged | – |
| BUDAnheuser-Busch InBev SA/NV | ADR | 3,378 | $232.1K | 0.1% | −224−6.2% | Reduced | History |
| HONHoneywell International Inc | COM | 952 | $221.7K | 0.1% | −2,090−68.7% | Reduced | History |
| GDGeneral Dynamics Corp | Stock | 743 | $216.7K | 0.1% | −148−16.6% | Reduced | History |
| GLWCorning Inc | COM | 4,054 | $213.2K | 0.1% | +4,054 | New | History |
| RACEFerrari N.V. | COM | 424 | $208.2K | 0.1% | +424 | New | History |
Sold out since Q1 2025 (5)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| UPSUnited Parcel Service Inc | Stock | 80,516 | $8.86M | 3.0% | History |
| UNHUnitedHealth Group Inc | Stock | 11,433 | $5.99M | 2.0% | History |
| IFFInternational Flavors & Fragrances Inc | COM | 71,147 | $5.52M | 1.9% | History |
| MCDMcDonalds Corp | Stock | 655 | $204.5K | 0.1% | History |
| AWKAmerican Water Works Company, Inc. | Stock | 1,372 | $202.4K | 0.1% | History |