S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- Latest filing
- Aug 4, 2026
Holdings changes from Q1 2025 to Q2 2025
Long positions only; new, added, reduced and sold out are based on share counts. Pick any two quarters this institution filed.
- New
- 3
- Est. +$1.76M
- Added
- 32
- Est. +$39.5M
- Reduced
- 30
- Est. −$14.6M
- Sold out
- 5
- Est. −$20.8M
Portfolio value went from $296.7M to $319.0M (+$22.2M (+7.5%)); positions from 73 to 71 (−2).
All Q2 2025 holdingsAll Q1 2025 holdings
In the shares, value and % of portfolio columns, the top figure is Q2 2025 and the gray one below is Q1 2025. For stocks that split between the two quarters, Q1 2025 shares are converted at the split ratio before comparing.
| Security | Action | Shares | Share change | Value | Est. bought or sold | % of portfolio | Weight change (pp) |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | ReducedHistory | 73,44573,764 | −319−0.4% | $16.1M$14.0M | −$70.0K | 5.1%4.7% | +0.32 |
| AAPLApple Inc. | AddedHistory | 70,78864,092 | +6,696+10.4% | $14.5M$14.2M | +$1.37M | 4.6%4.8% | −0.24 |
| METAMeta Platforms, Inc. | ReducedHistory | 18,46419,665 | −1,201−6.1% | $13.6M$11.3M | −$886.4K | 4.3%3.8% | +0.45 |
| VanEck Morningstar Wide Moat ETF92189F643 | Reduced– | 144,028147,027 | −2,999−2.0% | $13.5M$12.9M | −$281.3K | 4.2%4.4% | −0.13 |
| MSFTMicrosoft Corp | ReducedHistory | 26,10128,840 | −2,739−9.5% | $13.0M$10.8M | −$1.36M | 4.1%3.6% | +0.42 |
| GOOGLAlphabet Inc. | AddedHistory | 72,46170,876 | +1,585+2.2% | $12.8M$11.0M | +$279.3K | 4.0%3.7% | +0.31 |
| CTVACorteva, Inc. | AddedHistory | 164,39396,524 | +67,869+70.3% | $12.3M$6.07M | +$5.06M | 3.8%2.0% | +1.79 |
| AAgilent Technologies, Inc. | AddedHistory | 103,81491,633 | +12,181+13.3% | $12.3M$10.7M | +$1.44M | 3.8%3.6% | +0.23 |
| NEENextera Energy Inc | AddedHistory | 171,258167,971 | +3,287+2.0% | $11.9M$11.9M | +$228.2K | 3.7%4.0% | −0.29 |
| TMOThermo Fisher Scientific Inc. | AddedHistory | 28,24110,974 | +17,267+157.3% | $11.5M$5.46M | +$7.00M | 3.6%1.8% | +1.75 |
| ADPAutomatic Data Processing Inc | AddedHistory | 36,2013,064 | +33,137+1,081.5% | $11.2M$936.1K | +$10.2M | 3.5%0.3% | +3.18 |
| VLOValero Energy Corp | AddedHistory | 81,29833,530 | +47,768+142.5% | $10.9M$4.43M | +$6.42M | 3.4%1.5% | +1.93 |
| ENBEnbridge Inc | ReducedHistory | 225,434246,821 | −21,387−8.7% | $10.2M$10.9M | −$969.3K | 3.2%3.7% | −0.48 |
| CBRECbre Group, Inc. | ReducedHistory | 71,52472,216 | −692−1.0% | $10.0M$9.44M | −$97.0K | 3.1%3.2% | −0.04 |
| USBUS Bancorp DE | AddedHistory | 213,317200,382 | +12,935+6.5% | $9.65M$8.46M | +$585.3K | 3.0%2.9% | +0.18 |
| LMTLockheed Martin Corp | AddedHistory | 20,48719,288 | +1,199+6.2% | $9.49M$8.62M | +$555.3K | 3.0%2.9% | +0.07 |
| ELEstee Lauder Companies Inc | ReducedHistory | 110,273127,753 | −17,480−13.7% | $8.91M$8.43M | −$1.41M | 2.8%2.8% | −0.05 |
| COSTCostco Wholesale Corp | ReducedHistory | 7,4418,231 | −790−9.6% | $7.37M$7.79M | −$782.1K | 2.3%2.6% | −0.31 |
| LINLinde PLC | ReducedHistory | 14,25914,455 | −196−1.4% | $6.69M$6.73M | −$92.0K | 2.1%2.3% | −0.17 |
| LOWLowes Companies Inc | AddedHistory | 29,67623,691 | +5,985+25.3% | $6.58M$5.53M | +$1.33M | 2.1%1.9% | +0.20 |
| MAMastercard Inc | ReducedHistory | 11,67911,788 | −109−0.9% | $6.56M$6.46M | −$61.3K | 2.1%2.2% | −0.12 |
| AMTAmerican Tower Corp | ReducedHistory | 26,33027,858 | −1,528−5.5% | $5.82M$6.06M | −$337.7K | 1.8%2.0% | −0.22 |
| HDHome Depot, Inc. | ReducedHistory | 15,11015,635 | −525−3.4% | $5.54M$5.73M | −$192.5K | 1.7%1.9% | −0.19 |
| VVisa Inc. | ReducedHistory | 13,65714,592 | −935−6.4% | $4.85M$5.11M | −$332.0K | 1.5%1.7% | −0.20 |
| CLColgate Palmolive Co | AddedHistory | 41,98432,091 | +9,893+30.8% | $3.82M$3.01M | +$899.3K | 1.2%1.0% | +0.18 |
| CSGPCostar Group, Inc. | ReducedHistory | 46,33147,741 | −1,410−3.0% | $3.73M$3.78M | −$113.4K | 1.2%1.3% | −0.11 |
| ECLEcolab Inc. | ReducedHistory | 13,67014,252 | −582−4.1% | $3.68M$3.61M | −$156.8K | 1.2%1.2% | −0.06 |
| Invesco Exch TRD SLF Idx FD46138J791 | Added– | 181,007180,871 | +136+0.1% | $3.53M$3.52M | +$2.65K | 1.1%1.2% | −0.08 |
| Invesco Exch TRD SLF Idx FD46138J783 | Added– | 178,168176,653 | +1,515+0.9% | $3.50M$3.46M | +$29.8K | 1.1%1.2% | −0.07 |
| Invesco Exch TRD SLF Idx FD46138J577 | Added– | 181,617177,346 | +4,271+2.4% | $3.40M$3.29M | +$79.9K | 1.1%1.1% | −0.04 |
| Invesco Exch TRD SLF Idx FD46138J643 | Added– | 165,408161,479 | +3,929+2.4% | $3.39M$3.29M | +$80.5K | 1.1%1.1% | −0.04 |
| JPMJPMorgan Chase & Co | ReducedHistory | 11,23911,572 | −333−2.9% | $3.26M$2.84M | −$96.5K | 1.0%1.0% | +0.06 |
| PEPPepsiCo Inc | AddedHistory | 23,47610,710 | +12,766+119.2% | $3.10M$1.61M | +$1.69M | 1.0%0.5% | +0.43 |
| EQIXEquinix Inc | AddedHistory | 3,2422,825 | +417+14.8% | $2.58M$2.30M | +$331.7K | 0.8%0.8% | +0.03 |
| APDAir Products & Chemicals, Inc. | AddedHistory | 8,4776,789 | +1,688+24.9% | $2.39M$2.00M | +$476.1K | 0.7%0.7% | +0.07 |
| Vanguard Morningstar Total Stock Market ETF922908769 | Unchanged– | 7,7887,788 | 00.0% | $2.37M$2.14M | $0 | 0.7%0.7% | +0.02 |
| Schwab U.S. Large-Cap ETF808524201 | Reduced– | 94,10694,901 | −795−0.8% | $2.30M$2.10M | −$19.4K | 0.7%0.7% | +0.01 |
| SOSouthern Co | ReducedHistory | 23,75223,896 | −144−0.6% | $2.18M$2.20M | −$13.2K | 0.7%0.7% | −0.06 |
| IBMInternational Business Machines Corp | AddedHistory | 7,3476,711 | +636+9.5% | $2.17M$1.67M | +$187.5K | 0.7%0.6% | +0.12 |
| AMATApplied Materials Inc | AddedHistory | 11,28810,479 | +809+7.7% | $2.07M$1.52M | +$148.1K | 0.6%0.5% | +0.14 |
| BRK.BBerkshire Hathaway Inc | UnchangedHistory | 3,8953,895 | 00.0% | $1.89M$2.07M | $0 | 0.6%0.7% | −0.11 |
| Invesco Exch TRD SLF Idx FD46138J585 | Added– | 77,52474,511 | +3,013+4.0% | $1.76M$1.67M | +$68.4K | 0.6%0.6% | −0.01 |
| RTXRTX Corp | ReducedHistory | 12,01717,085 | −5,068−29.7% | $1.75M$2.26M | −$740.0K | 0.6%0.8% | −0.21 |
| Invesco Exch TRD SLF Idx FD46138J635 | Added– | 72,79469,642 | +3,152+4.5% | $1.70M$1.61M | +$73.5K | 0.5%0.5% | −0.01 |
| Invesco Exch TRD SLF Idx FD46138J817 | Added– | 73,46770,372 | +3,095+4.4% | $1.69M$1.62M | +$71.4K | 0.5%0.5% | −0.02 |
| Invesco Exch TRD SLF Idx FD46138J452 | Added– | 74,56672,290 | +2,276+3.1% | $1.64M$1.56M | +$50.2K | 0.5%0.5% | −0.01 |
| ACNAccenture plc | AddedHistory | 4,8174,212 | +605+14.4% | $1.44M$1.31M | +$180.8K | 0.5%0.4% | +0.01 |
| SPGIS&P Global Inc. | AddedHistory | 2,7222,078 | +644+31.0% | $1.44M$1.06M | +$339.6K | 0.5%0.4% | +0.09 |
| LNGCheniere Energy, Inc. | NewHistory | 5,4910 | +5,491 | $1.34M$0 | +$1.34M | 0.4%0.0% | +0.42 |
| XOMExxonMobil Holdings Corp | ReducedHistory | 10,12163,784 | −53,663−84.1% | $1.09M$7.59M | −$5.78M | 0.3%2.6% | −2.21 |
| WMTWalmart Inc. | ReducedHistory | 9,67010,183 | −513−5.0% | $945.5K$894.0K | −$50.2K | 0.3%0.3% | 0.00 |
| iShares Core S&P Mid-Cap ETF464287507 | Reduced– | 13,40513,497 | −92−0.7% | $831.3K$787.5K | −$5.71K | 0.3%0.3% | 0.00 |
| iShares Russell 1000 Growth ETF464287614 | Unchanged– | 1,8221,822 | 00.0% | $773.6K$657.9K | $0 | 0.2%0.2% | +0.02 |
| NOCNorthrop Grumman Corp | AddedHistory | 1,5281,442 | +86+6.0% | $764.0K$738.1K | +$43.0K | 0.2%0.2% | −0.01 |
| WTWWillis Towers Watson PLC | ReducedHistory | 2,3672,399 | −32−1.3% | $725.5K$810.7K | −$9.81K | 0.2%0.3% | −0.05 |
| NVDANVIDIA Corp | AddedHistory | 4,2752,983 | +1,292+43.3% | $675.4K$323.4K | +$204.1K | 0.2%0.1% | +0.10 |
| DISWalt Disney Co | ReducedHistory | 5,0565,445 | −389−7.1% | $627.0K$537.5K | −$48.2K | 0.2%0.2% | +0.02 |
| ROKRockwell Automation, Inc | ReducedHistory | 1,8571,900 | −43−2.3% | $616.8K$490.8K | −$14.3K | 0.2%0.2% | +0.03 |
| iShares Core S&P Small Cap ETF464287804 | Added– | 5,6075,596 | +11+0.2% | $612.8K$585.1K | +$1.20K | 0.2%0.2% | −0.01 |
| CDNSCadence Design Systems Inc | UnchangedHistory | 1,7721,772 | 00.0% | $546.0K$450.7K | $0 | 0.2%0.2% | +0.02 |
| SBUXStarbucks Corp | ReducedHistory | 5,2935,566 | −273−4.9% | $485.0K$545.9K | −$25.0K | 0.2%0.2% | −0.03 |
| XYLXylem Inc. | ReducedHistory | 3,5054,158 | −653−15.7% | $453.4K$496.7K | −$84.5K | 0.1%0.2% | −0.03 |
| ORCLOracle Corp | AddedHistory | 1,7891,709 | +80+4.7% | $391.1K$238.9K | +$17.5K | 0.1%0.1% | +0.04 |
| PGProcter & Gamble Co | AddedHistory | 2,4292,163 | +266+12.3% | $387.1K$368.6K | +$42.4K | 0.1%0.1% | 0.00 |
| SPDR Series Trust78464A763 | Unchanged– | 2,6872,687 | 00.0% | $364.7K$364.6K | $0 | 0.1%0.1% | −0.01 |
| iShares Russell 1000 Value ETF464287598 | Unchanged– | 1,6491,649 | 00.0% | $320.3K$310.3K | $0 | 0.1%0.1% | 0.00 |
| BUDAnheuser-Busch InBev SA/NV | ReducedHistory | 3,3783,602 | −224−6.2% | $232.1K$221.7K | −$15.4K | 0.1%0.1% | 0.00 |
| HONHoneywell International Inc | ReducedHistory | 9523,042 | −2,090−68.7% | $221.7K$644.2K | −$486.7K | 0.1%0.2% | −0.15 |
| GDGeneral Dynamics Corp | ReducedHistory | 743891 | −148−16.6% | $216.7K$242.8K | −$43.2K | 0.1%0.1% | −0.01 |
| GLWCorning Inc | NewHistory | 4,0540 | +4,054 | $213.2K$0 | +$213.2K | 0.1%0.0% | +0.07 |
| RACEFerrari N.V. | NewHistory | 4240 | +424 | $208.2K$0 | +$208.2K | 0.1%0.0% | +0.07 |
| UPSUnited Parcel Service Inc | Sold outHistory | 080,516 | −80,516−100.0% | $0$8.86M | −$8.86M | 0.0%3.0% | −2.98 |
| UNHUnitedHealth Group Inc | Sold outHistory | 011,433 | −11,433−100.0% | $0$5.99M | −$5.99M | 0.0%2.0% | −2.02 |
| IFFInternational Flavors & Fragrances Inc | Sold outHistory | 071,147 | −71,147−100.0% | $0$5.52M | −$5.52M | 0.0%1.9% | −1.86 |
| MCDMcDonalds Corp | Sold outHistory | 0655 | −655−100.0% | $0$204.5K | −$204.5K | 0.0%0.1% | −0.07 |
| AWKAmerican Water Works Company, Inc. | Sold outHistory | 01,372 | −1,372−100.0% | $0$202.4K | −$202.4K | 0.0%0.1% | −0.07 |
Estimated amounts multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares): new positions use this quarter's value and sold-out positions last quarter's; positions reported only as principal (PRN) cannot be estimated. 13F shows only quarter-end holdings, not when trades happened or at what price.