S.E.E.D. Planning Group LLC

13F filer · CIK 0001765515

Reported Aug 4, 2026

Net buyer this quarter

13F portfolio value$379MU.S. long equity reported on 13F

Positions634 new · 9 closed

Net flow last quarter+$1.4MBuys minus sells

Top 10 positions weight37.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 4, 202663 positions
AAPLApple Inc.	$16.2M	4.27%	0.00%	-12.2%	Q4 2019
AMZNAmazon Com Inc	$16M	4.22%	0.00%	-15.1%	Q4 2019
GOOGLAlphabet Inc.	$15.1M	3.98%	0.00%	-14.4%	Q4 2019
SHWSherwin Williams Co	$14.9M	3.93%	0.02%	+5.2%	Q1 2026
CBRECbre Group, Inc.	$14.5M	3.82%	0.04%	+9.0%	Q3 2021
NEENextera Energy Inc	$14.2M	3.75%	0.01%	+8.9%	Q4 2019
LINLinde PLC	$13.9M	3.68%	0.01%	-0.4%	Q4 2019
TMOThermo Fisher Scientific Inc.	$13.7M	3.61%	0.01%	+5.6%	Q1 2021
METAMeta Platforms, Inc.	$12.9M	3.41%	Not reported	-1.8%	Q4 2019
MSFTMicrosoft Corp	$12.2M	3.23%	0.00%	-2.2%	Q4 2019
COSTCostco Wholesale Corp	$11.8M	3.12%	0.00%	+2.7%	Q4 2019
ROLRollins Inc	$11.7M	3.09%	0.06%	+23.4%	Q1 2026
VLOValero Energy Corp	$11.6M	3.06%	0.02%	-3.5%	Q4 2019
ADPAutomatic Data Processing Inc	$11.5M	3.04%	0.01%	-3.0%	Q4 2019
ISRGIntuitive Surgical Inc	$11.4M	3.01%	0.01%	New	Q2 2026
USBUS Bancorp \de\	$10.9M	2.88%	0.01%	-4.7%	Q4 2020
ENBEnbridge Inc	$10.2M	2.70%	0.01%	-2.7%	Q4 2019
LMTLockheed Martin Corp	$8.86M	2.34%	0.01%	+1.9%	Q4 2019
CSGPCostar Group, Inc.	$8.26M	2.18%	0.07%	+33.2%	Q1 2022
LOWLowes Companies Inc	$7.88M	2.08%	0.01%	+11.3%	Q4 2019
MAMastercard Inc	$6.84M	1.81%	0.00%	+5.3%	Q1 2020
HDHome Depot, Inc.	$6.06M	1.60%	0.00%	+13.0%	Q2 2022
ELEstee Lauder Companies Inc	$5.06M	1.34%	Not reported	-11.2%	Q4 2019
VVisa Inc.	$4.81M	1.27%	0.00%	-2.9%	Q4 2019
RTXRTX Corp	$4.35M	1.15%	0.00%	+86.9%	Q2 2020
PEPPepsico Inc	$4.31M	1.14%	0.00%	+9.1%	Q1 2020
EQIXEquinix Inc	$4.19M	1.11%	0.00%	-5.9%	Q4 2019
AMATApplied Materials Inc	$3.86M	1.02%	0.00%	-22.1%	Q3 2021
LNGCheniere Energy, Inc.	$3.47M	0.92%	0.01%	+40.3%	Q2 2025
JPMJPMorgan Chase & Co	$3.25M	0.86%	0.00%	-0.9%	Q4 2020
XOMExxonMobil Holdings Corp	$3.01M	0.79%	0.00%	+61.3%	Q2 2021
SPGIS&P Global Inc.	$2.89M	0.76%	0.00%	+1.9%	Q1 2024
FASTFastenal Co	$2.03M	0.54%	0.00%	-2.0%	Q1 2026
BRK.BBerkshire Hathaway Inc	$1.92M	0.51%	Not reported	Not reported	Q4 2019
IBMInternational Business Machines Corp	$1.89M	0.50%	0.00%	-3.1%	Q4 2019
BUDAnheuser-Busch InBev SA	$1.78M	0.47%	0.00%	+1.3%	Q4 2020
SYKStryker Corp	$1.4M	0.37%	0.00%	+112.1%	Q1 2026
WMTWalmart Inc.	$1.31M	0.35%	0.00%	+21.1%	Q4 2020
NOCNorthrop Grumman Corp	$1.1M	0.29%	0.00%	+30.0%	Q4 2019
PGPROCTER & GAMBLE Co	$976K	0.26%	0.00%	+78.3%	Q4 2019
ACNAccenture plc	$872K	0.23%	0.00%	+6.3%	Q2 2020
PGRProgressive Corp	$798K	0.21%	0.00%	+43.3%	Q1 2026
AVGOBroadcom Inc.	$774K	0.20%	0.00%	+8.8%	Q4 2025
TSCOTractor Supply Co	$717K	0.19%	0.00%	+25.9%	Q1 2026
ECLEcolab Inc.	$710K	0.19%	0.00%	-1.4%	Q1 2020
AAgilent Technologies, Inc.	$679K	0.18%	0.00%	-95.4%	Q4 2019
KOCoca Cola Co	$665K	0.18%	0.00%	-4.1%	Q4 2020
NVDANvidia Corp	$626K	0.17%	0.00%	+19.2%	Q2 2023
WTWWillis Towers Watson PLC	$607K	0.16%	0.00%	Not reported	Q1 2023
RACEFerrari N.V.	$587K	0.15%	0.00%	+56.7%	Q2 2025

Q1 2026Reported Apr 23, 202668 positions
AMZNAmazon Com Inc	$16.4M	4.77%	0.00%	+7.5%	Q4 2019
AAPLApple Inc.	$16.2M	4.69%	0.00%	-6.0%	Q4 2019
GOOGLAlphabet Inc.	$14.2M	4.12%	0.00%	-17.2%	Q4 2019
NEENextera Energy Inc	$13.8M	4.01%	0.01%	-12.3%	Q4 2019
LINLinde PLC	$13.4M	3.88%	0.01%	-1.4%	Q4 2019
CBRECbre Group, Inc.	$13.4M	3.88%	0.03%	+50.2%	Q3 2021
METAMeta Platforms, Inc.	$13.4M	3.88%	Not reported	+22.2%	Q4 2019
SHWSherwin Williams Co	$13.2M	3.82%	0.02%	New	Q1 2026
TMOThermo Fisher Scientific Inc.	$12.7M	3.69%	0.01%	-1.4%	Q1 2021
AAgilent Technologies, Inc.	$12.6M	3.66%	0.04%	+9.2%	Q4 2019
MSFTMicrosoft Corp	$12.4M	3.60%	0.00%	+26.4%	Q4 2019
COSTCostco Wholesale Corp	$12.3M	3.56%	0.00%	+71.7%	Q4 2019
ROLRollins Inc	$12.2M	3.53%	0.05%	New	Q1 2026
VLOValero Energy Corp	$11.4M	3.31%	0.02%	-34.4%	Q4 2019
ADPAutomatic Data Processing Inc	$10.8M	3.13%	0.01%	+21.0%	Q4 2019
ENBEnbridge Inc	$10.5M	3.05%	0.01%	-9.7%	Q4 2019
LMTLockheed Martin Corp	$10.3M	3.00%	0.01%	-24.9%	Q4 2019
USBUS Bancorp \de\	$9.86M	2.86%	0.01%	-10.9%	Q4 2020
CSGPCostar Group, Inc.	$8.84M	2.57%	0.05%	+366.5%	Q1 2022
LOWLowes Companies Inc	$7.59M	2.20%	0.01%	-3.8%	Q4 2019
MAMastercard Inc	$6.32M	1.84%	0.00%	+13.2%	Q1 2020
ELEstee Lauder Companies Inc	$5.18M	1.51%	Not reported	-16.9%	Q4 2019
HDHome Depot, Inc.	$5M	1.45%	0.00%	+8.6%	Q2 2022
PEPPepsico Inc	$4.53M	1.32%	0.00%	+13.2%	Q1 2020
VVisa Inc.	$4.36M	1.27%	0.00%	+11.9%	Q4 2019
EQIXEquinix Inc	$4.19M	1.22%	0.00%	-8.1%	Q4 2019
SPGIS&P Global Inc.	$2.97M	0.86%	0.00%	+26.1%	Q1 2024
JPMJPMorgan Chase & Co	$2.95M	0.86%	0.00%	-4.8%	Q4 2020
LNGCheniere Energy, Inc.	$2.94M	0.85%	0.00%	-11.9%	Q2 2025
RTXRTX Corp	$2.37M	0.69%	0.00%	+5.8%	Q2 2020
AMATApplied Materials Inc	$2.34M	0.68%	0.00%	-28.9%	Q3 2021
XOMExxonMobil Holdings Corp	$2.31M	0.67%	0.00%	-22.0%	Q2 2021
FASTFastenal Co	$2M	0.58%	0.00%	New	Q1 2026
BRK.BBerkshire Hathaway Inc	$1.84M	0.53%	Not reported	-0.1%	Q4 2019
IBMInternational Business Machines Corp	$1.68M	0.49%	0.00%	-1.1%	Q4 2019
BUDAnheuser-Busch InBev SA	$1.48M	0.43%	0.00%	+549.1%	Q4 2020
ACNAccenture plc	$1.31M	0.38%	0.00%	+0.8%	Q2 2020
WMTWalmart Inc.	$1.19M	0.34%	0.00%	+3.3%	Q4 2020
NOCNorthrop Grumman Corp	$1.13M	0.33%	0.00%	+1.3%	Q4 2019
TSCOTractor Supply Co	$815K	0.24%	0.00%	New	Q1 2026
ECLEcolab Inc.	$687K	0.20%	0.00%	-29.1%	Q1 2020
SYKStryker Corp	$687K	0.20%	0.00%	New	Q1 2026
WTWWillis Towers Watson PLC	$676K	0.20%	0.00%	-0.4%	Q1 2023
KOCoca Cola Co	$649K	0.19%	0.00%	-7.6%	Q4 2020
AVGOBroadcom Inc.	$583K	0.17%	0.00%	+32.8%	Q4 2025
PGPROCTER & GAMBLE Co	$539K	0.16%	0.00%	+75.8%	Q4 2019
PGRProgressive Corp	$505K	0.15%	0.00%	New	Q1 2026
COPConocophillips	$494K	0.14%	0.00%	-19.2%	Q4 2025
CDNSCadence Design Systems Inc	$492K	0.14%	0.00%	Not reported	Q2 2021
DISWalt Disney Co	$483K	0.14%	0.00%	-0.2%	Q4 2019

Q4 2025Reported Jan 9, 202668 positions
GOOGLAlphabet Inc.	$18.6M	5.31%	0.00%	-8.1%	Q4 2019
AAPLApple Inc.	$18.4M	5.25%	0.00%	-1.4%	Q4 2019
AMZNAmazon Com Inc	$16.9M	4.83%	0.00%	+0.3%	Q4 2019
TMOThermo Fisher Scientific Inc.	$15.2M	4.33%	0.01%	-4.6%	Q1 2021
AAgilent Technologies, Inc.	$13.8M	3.93%	0.04%	-2.3%	Q4 2019
NEENextera Energy Inc	$13.6M	3.88%	0.01%	-2.5%	Q4 2019
MSFTMicrosoft Corp	$12.8M	3.65%	0.00%	+2.1%	Q4 2019
METAMeta Platforms, Inc.	$12.6M	3.59%	Not reported	+6.6%	Q4 2019
CTVACorteva, Inc.	$12.4M	3.54%	0.03%	+6.9%	Q1 2020
LINLinde PLC	$11.7M	3.32%	0.01%	+8.9%	Q4 2019
VLOValero Energy Corp	$11.5M	3.27%	0.02%	-2.6%	Q4 2019
USBUS Bancorp \de\	$11.4M	3.24%	0.01%	+2.5%	Q4 2020
ADPAutomatic Data Processing Inc	$11.3M	3.21%	0.01%	+8.0%	Q4 2019
LMTLockheed Martin Corp	$11M	3.13%	0.01%	+2.6%	Q4 2019
CBRECbre Group, Inc.	$10.6M	3.01%	0.02%	-1.4%	Q3 2021
ENBEnbridge Inc	$10.3M	2.92%	0.01%	-1.1%	Q4 2019
ELEstee Lauder Companies Inc	$9.1M	2.59%	Not reported	-2.6%	Q4 2019
LOWLowes Companies Inc	$8.05M	2.29%	0.01%	+9.5%	Q4 2019
MAMastercard Inc	$6.38M	1.82%	0.00%	-1.1%	Q1 2020
COSTCostco Wholesale Corp	$6.18M	1.76%	0.00%	-0.8%	Q4 2019
CLColgate Palmolive Co	$5.25M	1.50%	0.01%	+13.7%	Q4 2019
AMTAmerican Tower Corp	$4.96M	1.41%	0.01%	+4.1%	Q1 2023
HDHome Depot, Inc.	$4.82M	1.37%	0.00%	-1.0%	Q2 2022
VVisa Inc.	$4.52M	1.29%	0.00%	-1.1%	Q4 2019
PEPPepsico Inc	$3.7M	1.05%	0.00%	+2.9%	Q1 2020
EQIXEquinix Inc	$3.56M	1.02%	0.00%	+11.1%	Q4 2019
JPMJPMorgan Chase & Co	$3.39M	0.97%	0.00%	-2.4%	Q4 2020
CSGPCostar Group, Inc.	$3.16M	0.90%	0.01%	+5.0%	Q1 2022
SPGIS&P Global Inc.	$2.89M	0.82%	0.00%	+24.9%	Q1 2024
AMATApplied Materials Inc	$2.48M	0.71%	0.00%	-10.6%	Q3 2021
LNGCheniere Energy, Inc.	$2.28M	0.65%	0.01%	+112.6%	Q2 2025
RTXRTX Corp	$2.13M	0.61%	0.00%	-2.1%	Q2 2020
XOMExxonMobil Holdings Corp	$2.1M	0.60%	0.00%	+3.0%	Q2 2021
IBMInternational Business Machines Corp	$2.08M	0.59%	0.00%	-4.2%	Q4 2019
BRK.BBerkshire Hathaway Inc	$1.93M	0.55%	Not reported	-0.2%	Q4 2019
SOSouthern Co	$1.91M	0.54%	0.00%	-5.3%	Q4 2019
ACNAccenture plc	$1.76M	0.50%	0.00%	+20.0%	Q2 2020
WMTWalmart Inc.	$1.03M	0.29%	0.00%	-1.2%	Q4 2020
ECLEcolab Inc.	$957K	0.27%	0.00%	-6.2%	Q1 2020
NOCNorthrop Grumman Corp	$935K	0.27%	0.00%	+6.9%	Q4 2019
WTWWillis Towers Watson PLC	$767K	0.22%	0.00%	Not reported	Q1 2023
KOCoca Cola Co	$646K	0.18%	0.00%	+84.3%	Q4 2020
DISWalt Disney Co	$571K	0.16%	0.00%	-1.0%	Q4 2019
CDNSCadence Design Systems Inc	$554K	0.16%	0.00%	Not reported	Q2 2021
AVGOBroadcom Inc.	$491K	0.14%	0.00%	New	Q4 2025
COPConocophillips	$434K	0.12%	0.00%	New	Q4 2025
NVDANvidia Corp	$417K	0.12%	0.00%	-0.3%	Q2 2023
ARQTArcutis Biotherapeutics, Inc.	$378K	0.11%	0.01%	Not reported	Q3 2025
GLWCorning Inc	$357K	0.10%	0.00%	-0.1%	Q2 2025
XYLXylem Inc.	$347K	0.10%	0.00%	-0.7%	Q2 2020

Q3 2025Reported Oct 14, 202565 positions
AAPLApple Inc.	$17.5M	5.10%	0.00%	-3.0%	Q4 2019
AMZNAmazon Com Inc	$16.1M	4.69%	0.00%	-0.3%	Q4 2019
GOOGLAlphabet Inc.	$15.8M	4.59%	0.00%	-10.6%	Q4 2019
MSFTMicrosoft Corp	$13.4M	3.92%	0.00%	-0.5%	Q4 2019
TMOThermo Fisher Scientific Inc.	$13.3M	3.88%	0.01%	-2.8%	Q1 2021
AAgilent Technologies, Inc.	$13.3M	3.88%	0.04%	-0.1%	Q4 2019
METAMeta Platforms, Inc.	$13.2M	3.84%	Not reported	-3.0%	Q4 2019
NEENextera Energy Inc	$13.1M	3.82%	0.01%	+1.5%	Q4 2019
VLOValero Energy Corp	$12.3M	3.59%	0.02%	-11.1%	Q4 2019
LINLinde PLC	$11.9M	3.48%	0.01%	+76.1%	Q4 2019
ADPAutomatic Data Processing Inc	$11.9M	3.47%	0.01%	+12.0%	Q4 2019
CTVACorteva, Inc.	$11.7M	3.42%	0.03%	+5.6%	Q1 2020
LMTLockheed Martin Corp	$11.1M	3.22%	0.01%	+8.1%	Q4 2019
ENBEnbridge Inc	$10.9M	3.19%	0.01%	-3.8%	Q4 2019
CBRECbre Group, Inc.	$10.5M	3.06%	0.02%	-6.8%	Q3 2021
USBUS Bancorp \de\	$10M	2.93%	0.01%	-2.7%	Q4 2020
ELEstee Lauder Companies Inc	$7.86M	2.29%	Not reported	-19.1%	Q4 2019
LOWLowes Companies Inc	$7.66M	2.23%	0.01%	+2.7%	Q4 2019
COSTCostco Wholesale Corp	$6.69M	1.95%	0.00%	-2.9%	Q4 2019
MAMastercard Inc	$6.43M	1.87%	0.00%	-3.2%	Q1 2020
HDHome Depot, Inc.	$5.73M	1.67%	0.00%	-6.4%	Q2 2022
AMTAmerican Tower Corp	$5.22M	1.52%	0.01%	+3.1%	Q1 2023
CLColgate Palmolive Co	$4.67M	1.36%	0.01%	+39.1%	Q4 2019
VVisa Inc.	$4.45M	1.30%	0.00%	-4.6%	Q4 2019
CSGPCostar Group, Inc.	$3.77M	1.10%	0.01%	-3.5%	Q1 2022
PEPPepsico Inc	$3.52M	1.03%	0.00%	+6.8%	Q1 2020
JPMJPMorgan Chase & Co	$3.4M	0.99%	0.00%	-4.1%	Q4 2020
EQIXEquinix Inc	$3.28M	0.96%	0.00%	+29.1%	Q4 2019
AMATApplied Materials Inc	$2.21M	0.64%	0.00%	-4.4%	Q3 2021
SOSouthern Co	$2.19M	0.64%	0.00%	-2.7%	Q4 2019
SPGIS&P Global Inc.	$2.15M	0.63%	0.00%	+62.7%	Q1 2024
IBMInternational Business Machines Corp	$2.06M	0.60%	0.00%	-0.4%	Q4 2019
RTXRTX Corp	$1.98M	0.58%	0.00%	-1.3%	Q2 2020
BRK.BBerkshire Hathaway Inc	$1.94M	0.56%	Not reported	-1.0%	Q4 2019
XOMExxonMobil Holdings Corp	$1.91M	0.56%	0.00%	+67.7%	Q2 2021
ACNAccenture plc	$1.34M	0.39%	0.00%	+13.2%	Q2 2020
LNGCheniere Energy, Inc.	$1.3M	0.38%	0.00%	+0.7%	Q2 2025
ECLEcolab Inc.	$1.06M	0.31%	0.00%	-71.6%	Q1 2020
WMTWalmart Inc.	$963K	0.28%	0.00%	-3.3%	Q4 2020
NOCNorthrop Grumman Corp	$935K	0.27%	0.00%	+0.4%	Q4 2019
WTWWillis Towers Watson PLC	$806K	0.23%	0.00%	-1.4%	Q1 2023
CDNSCadence Design Systems Inc	$622K	0.18%	0.00%	Not reported	Q2 2021
DISWalt Disney Co	$580K	0.17%	0.00%	+0.3%	Q4 2019
ORCLOracle Corp	$496K	0.14%	0.00%	-1.5%	Q3 2024
QSQuantumScape Corp	$493K	0.14%	0.04%	New	Q3 2025
NVDANvidia Corp	$419K	0.12%	0.00%	-47.5%	Q2 2023
PGPROCTER & GAMBLE Co	$398K	0.12%	0.00%	+6.6%	Q4 2019
XYLXylem Inc.	$378K	0.11%	0.00%	-26.9%	Q2 2020
SBUXStarbucks Corp	$341K	0.10%	0.00%	-23.9%	Q4 2019
GLWCorning Inc	$334K	0.10%	0.00%	+0.5%	Q2 2025

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