S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- Latest filing
- Aug 4, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 23, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 89
- +3 vs. Q4 2025
- Portfolio value
- $344.3M
- −$6.53M (−1.9%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| QSQuantumScape Corp | COM CL A | 20,000 | $127.6K | <0.1% | 00.0% | Unchanged | History |
| APHAmphenol Corp | CL A | 1,712 | $216.3K | 0.1% | 00.0% | Unchanged | History |
| EXCExelon Corp | Stock | 4,600 | $225.5K | 0.1% | 00.0% | Unchanged | History |
| Vanguard S&P 500 ETF922908363 | ETF | 379 | $226.5K | 0.1% | +379 | New | – |
| CSTMConstellium SE | CL A SHS | 9,500 | $233.5K | 0.1% | +9,500 | New | History |
| iShares Tr46434V407 | 0-5YR HI YL CP | 5,820 | $246.2K | 0.1% | −101−1.7% | Reduced | – |
| JEFJefferies Financial Group Inc. | COM | 6,000 | $247.6K | 0.1% | +6,000 | New | History |
| PYPLPayPal Holdings, Inc. | Stock | 5,500 | $248.8K | 0.1% | +5,500 | New | History |
| HALHalliburton Co | Stock | 6,500 | $253.4K | 0.1% | +6,500 | New | History |
| SBUXStarbucks Corp | Stock | 2,856 | $255.9K | 0.1% | −866−23.3% | Reduced | History |
| ORCLOracle Corp | Stock | 1,744 | $256.6K | 0.1% | −8−0.5% | Reduced | History |
| XYLXylem Inc. | COM | 2,151 | $257.0K | 0.1% | −395−15.5% | Reduced | History |
| BCSBarclays PLC | ADR | 12,500 | $264.5K | 0.1% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 3,198 | $272.5K | 0.1% | −63,199−95.2% | Reduced | History |
| GILDGilead Sciences, Inc. | Stock | 2,000 | $278.7K | 0.1% | 00.0% | Unchanged | History |
| GLWCorning Inc | COM | 2,150 | $292.3K | 0.1% | −1,922−47.2% | Reduced | History |
| TIGOMillicom International Cellular SA | COM STK | 4,000 | $299.8K | 0.1% | 00.0% | Unchanged | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 4,377 | $307.2K | 0.1% | −741−14.5% | Reduced | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 7,226 | $331.6K | 0.1% | +7,226 | New | – |
| RACEFerrari N.V. | COM | 1,007 | $340.7K | 0.1% | +431+74.8% | Added | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,649 | $352.3K | 0.1% | 00.0% | Unchanged | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,687 | $392.1K | 0.1% | 00.0% | Unchanged | – |
| ROKRockwell Automation, Inc | Stock | 1,197 | $429.6K | 0.1% | +347+40.8% | Added | History |
| NVDANVIDIA Corp | Stock | 2,625 | $457.8K | 0.1% | +387+17.3% | Added | History |
| DISWalt Disney Co | Stock | 5,009 | $482.8K | 0.1% | −10−0.2% | Reduced | History |
| CDNSCadence Design Systems Inc | Stock | 1,772 | $492.4K | 0.1% | 00.0% | Unchanged | History |
| COPConocoPhillips | Stock | 3,745 | $494.3K | 0.1% | −892−19.2% | Reduced | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 16,171 | $496.1K | 0.1% | +8,671+115.6% | Added | – |
| PGRProgressive Corp | Stock | 2,550 | $505.5K | 0.1% | +2,550 | New | History |
| PGProcter & Gamble Co | Stock | 3,734 | $539.3K | 0.2% | +1,610+75.8% | Added | History |
| AVGOBroadcom Inc. | Stock | 1,885 | $583.4K | 0.2% | +466+32.8% | Added | History |
| KOCoca Cola Co | Stock | 8,537 | $649.2K | 0.2% | −697−7.5% | Reduced | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,337 | $663.4K | 0.2% | −323−5.7% | Reduced | – |
| WTWWillis Towers Watson PLC | SHS | 2,324 | $675.6K | 0.2% | −10−0.4% | Reduced | History |
| SYKStryker Corp | Stock | 2,090 | $686.9K | 0.2% | +2,090 | New | History |
| ECLEcolab Inc. | Stock | 2,584 | $687.4K | 0.2% | −1,060−29.1% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,873 | $798.6K | 0.2% | −163−8.0% | Reduced | – |
| TSCOTractor Supply Co | COM | 17,999 | $815.3K | 0.2% | +17,999 | New | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,825 | $866.1K | 0.3% | −635−4.7% | Reduced | – |
| NOCNorthrop Grumman Corp | Stock | 1,662 | $1.13M | 0.3% | +22+1.3% | Added | History |
| WMTWalmart Inc. | Stock | 9,537 | $1.19M | 0.3% | +300+3.2% | Added | History |
| ACNAccenture plc | Stock | 6,593 | $1.31M | 0.4% | +50+0.8% | Added | History |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 15,310 | $1.48M | 0.4% | −140,803−90.2% | Reduced | – |
| BUDAnheuser-Busch InBev SA/NV | ADR | 21,354 | $1.48M | 0.4% | +18,064+549.1% | Added | History |
| Invesco Exch TRD SLF Idx FD46138J395 | BULETSHS 2029 HG | 76,770 | $1.61M | 0.5% | +76,770 | New | – |
| IBMInternational Business Machines Corp | Stock | 6,932 | $1.68M | 0.5% | −79−1.1% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J452 | INVSCO 28 HYCORP | 77,528 | $1.68M | 0.5% | +1,513+2.0% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J585 | BULETSHS 2027 | 75,321 | $1.68M | 0.5% | +1,199+1.6% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 73,172 | $1.70M | 0.5% | +1,173+1.6% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,844 | $1.84M | 0.5% | −3−0.1% | Reduced | History |
| FASTFastenal Co | Stock | 43,161 | $2.00M | 0.6% | +43,161 | New | History |
| XOMExxonMobil Holdings Corp | COM | 13,642 | $2.31M | 0.7% | −3,849−22.0% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,275 | $2.33M | 0.7% | +298+4.3% | Added | – |
| AMATApplied Materials Inc | Stock | 6,856 | $2.34M | 0.7% | −2,785−28.9% | Reduced | History |
| RTXRTX Corp | Stock | 12,282 | $2.37M | 0.7% | +669+5.8% | Added | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 98,100 | $2.52M | 0.7% | +7,872+8.7% | Added | – |
| LNGCheniere Energy, Inc. | COM NEW | 10,360 | $2.94M | 0.9% | −1,394−11.9% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 10,019 | $2.95M | 0.9% | −502−4.8% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 6,974 | $2.97M | 0.9% | +1,443+26.1% | Added | History |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 201,966 | $3.38M | 1.0% | +201,966 | New | – |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 181,423 | $3.39M | 1.0% | +2,888+1.6% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 169,794 | $3.47M | 1.0% | +2,869+1.7% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 180,894 | $3.55M | 1.0% | +3,710+2.1% | Added | – |
| EQIXEquinix Inc | COM | 4,273 | $4.19M | 1.2% | −377−8.1% | Reduced | History |
| VVisa Inc. | Stock | 14,416 | $4.36M | 1.3% | +1,527+11.8% | Added | History |
| PEPPepsiCo Inc | Stock | 29,190 | $4.53M | 1.3% | +3,401+13.2% | Added | History |
| HDHome Depot, Inc. | Stock | 15,209 | $5.00M | 1.5% | +1,201+8.6% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 72,214 | $5.18M | 1.5% | −14,640−16.9% | Reduced | History |
| MAMastercard Inc | Stock | 12,658 | $6.32M | 1.8% | +1,475+13.2% | Added | History |
| LOWLowes Companies Inc | Stock | 32,106 | $7.59M | 2.2% | −1,274−3.8% | Reduced | History |
| CSGPCostar Group, Inc. | COM | 219,089 | $8.84M | 2.6% | +172,123+366.5% | Added | History |
| USBUS Bancorp DE | COM NEW | 189,565 | $9.86M | 2.9% | −23,295−10.9% | Reduced | History |
| LMTLockheed Martin Corp | Stock | 17,075 | $10.3M | 3.0% | −5,645−24.8% | Reduced | History |
| ENBEnbridge Inc | Stock | 193,752 | $10.5M | 3.0% | −20,739−9.7% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 52,963 | $10.8M | 3.1% | +9,206+21.0% | Added | History |
| VLOValero Energy Corp | Stock | 46,171 | $11.4M | 3.3% | −24,225−34.4% | Reduced | History |
| ROLRollins Inc | COM | 227,587 | $12.2M | 3.5% | +227,587 | New | History |
| COSTCostco Wholesale Corp | Stock | 12,308 | $12.3M | 3.6% | +5,139+71.7% | Added | History |
| MSFTMicrosoft Corp | Stock | 33,499 | $12.4M | 3.6% | +7,001+26.4% | Added | History |
| AAgilent Technologies, Inc. | COM | 110,672 | $12.6M | 3.7% | +9,333+9.2% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 25,830 | $12.7M | 3.7% | −377−1.4% | Reduced | History |
| SHWSherwin Williams Co | COM | 41,063 | $13.2M | 3.8% | +41,063 | New | History |
| METAMeta Platforms, Inc. | Stock | 23,335 | $13.4M | 3.9% | +4,242+22.2% | Added | History |
| CBRECbre Group, Inc. | CL A | 98,649 | $13.4M | 3.9% | +32,951+50.2% | Added | History |
| LINLinde PLC | Stock | 26,961 | $13.4M | 3.9% | −380−1.4% | Reduced | History |
| NEENextera Energy Inc | Stock | 148,628 | $13.8M | 4.0% | −20,822−12.3% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 49,286 | $14.2M | 4.1% | −10,255−17.2% | Reduced | History |
| AAPLApple Inc. | Stock | 63,667 | $16.2M | 4.7% | −4,073−6.0% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 78,938 | $16.4M | 4.8% | +5,509+7.5% | Added | History |
Sold out since Q4 2025 (11)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| CTVACorteva, Inc. | Stock | 185,508 | $12.4M | 3.5% | History |
| AMTAmerican Tower Corp | REIT | 28,253 | $4.96M | 1.4% | History |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 176,573 | $3.46M | 1.0% | – |
| SOSouthern Co | Stock | 21,899 | $1.91M | 0.5% | History |
| ARQTArcutis Biotherapeutics, Inc. | COM | 13,000 | $377.5K | 0.1% | History |
| VISNVistance Networks, Inc. | COM | 15,000 | $271.9K | 0.1% | History |
| KLACKLA Corp | COM NEW | 221 | $268.1K | 0.1% | History |
| SLViShares Silver Trust | ETF | 4,005 | $258.0K | 0.1% | History |
| CLSCelestica Inc | Stock | 833 | $246.2K | 0.1% | History |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 7,002 | $213.8K | 0.1% | History |
| GDGeneral Dynamics Corp | Stock | 601 | $202.3K | 0.1% | History |