S.E.E.D. Planning Group LLC
13F Reported Value
ⓘ$344.3M
Holdings
89
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
S.E.E.D. Planning Group LLC disclosed 89 positions worth $344.3M in its Form 13F-HR for Q1 2026, led by $AMZN (AMAZON COM INC) at 4.8% of the equity portfolio, followed by $AAPL and $GOOG. During the quarter the fund opened 11 new positions and exited 10 — including a new stake in $SHW and a full exit from $CTVA. The portfolio is most concentrated in Technology (28.5% of disclosed assets). All figures are sourced directly from S.E.E.D. Planning Group LLC’s Form 13F-HR filing with the SEC under CIK 1765515.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 74.6#152
Quality
$16.4M78,938 sh - 76.1#112
Quality
$16.2M63,667 sh - 80.2#45
Quality
$14.2M49,286 sh - 71.7
Quality
$13.8M148,628 sh - —
Quality
$13.4M26,961 sh - 62.9
Quality
$13.4M98,649 sh - 80.9
Quality
$13.4M23,335 sh - 65.3
Quality
$13.2M41,063 sh - 63.7
Quality
$12.7M25,830 sh - 64.6
Quality
$12.6M110,672 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 AMAZON COM INC$AMZN | 74.6#152 | $16.4M | 78,938 |
 Apple Inc.$AAPL | 76.1#112 | $16.2M | 63,667 |
 Alphabet Inc.$GOOG | 80.2#45 | $14.2M | 49,286 |
 NEXTERA ENERGY INC$NEE | 71.7 | $13.8M | 148,628 |
 LINDE PLC$LIN | — | $13.4M | 26,961 |
 CBRE GROUP, INC.$CBRE | 62.9 | $13.4M | 98,649 |
 Meta Platforms, Inc.$META | 80.9 | $13.4M | 23,335 |
 SHERWIN WILLIAMS CO$SHW | 65.3 | $13.2M | 41,063 |
 THERMO FISHER SCIENTIFIC INC.$TMO | 63.7 | $12.7M | 25,830 |
 AGILENT TECHNOLOGIES, INC.$A | 64.6 | $12.6M | 110,672 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of S.E.E.D. Planning Group LLC's 89 positions.
Showing top 10 of 89 holdings.
Sector Allocation
Technology
$98.2M
Consumer Discretionary
$58.7M
Financials
$44.0M
Industrials
$37.3M
Energy
$27.9M
Other
$17.7M
Real Estate
$17.6M
Materials
$14.6M
Full Holdings — S.E.E.D. Planning Group LLC (Q1 2026)
All 89 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AMZN | AMAZON COM INC | $16.4M | 4.8% | +8% | 74.6 |
| 2 | $AAPL | Apple Inc. | $16.2M | 4.7% | -6% | 76.1 |
| 3 | $GOOG | Alphabet Inc. | $14.2M | 4.1% | -17% | 80.2 |
| 4 | $NEE | NEXTERA ENERGY INC | $13.8M | 4.0% | -12% | 71.7 |
| 5 | $LIN | LINDE PLC | $13.4M | 3.9% | -1% | — |
| 6 | $CBRE | CBRE GROUP, INC. | $13.4M | 3.9% | +50% | 62.9 |
| 7 | $META | Meta Platforms, Inc. | $13.4M | 3.9% | +22% | 80.9 |
| 8 | $SHW | SHERWIN WILLIAMS CO | $13.2M | 3.8% | NEW | 65.3 |
| 9 | $TMO | THERMO FISHER SCIENTIFIC INC. | $12.7M | 3.7% | -1% | 63.7 |
| 10 | $A | AGILENT TECHNOLOGIES, INC. | $12.6M | 3.7% | +9% | 64.6 |
| 11 |  $MSFT | MICROSOFT CORP | $12.4M | 3.6% | +26% | 83.7 |
| 12 |  $COST | COSTCO WHOLESALE CORP /NEW | $12.3M | 3.6% | +72% | 67 |
| 13 |  $ROL | ROLLINS INC | $12.2M | 3.5% | NEW | 73.2 |
| 14 |  $VLO | VALERO ENERGY CORP/TX | $11.4M | 3.3% | -34% | 51.4 |
| 15 |  $ADP | AUTOMATIC DATA PROCESSING INC | $10.8M | 3.1% | +21% | 77.9 |
| 16 |  $ENB | ENBRIDGE INC | $10.5M | 3.0% | -10% | — |
| 17 |  $LMT | LOCKHEED MARTIN CORP | $10.3M | 3.0% | -25% | 65 |
| 18 |  $USB | US BANCORP DE | $9.9M | 2.9% | -11% | 71.4 |
| 19 |  $CSGP | COSTAR GROUP, INC. | $8.8M | 2.6% | +366% | 49.5 |
| 20 |  $LOW | LOWES COMPANIES INC | $7.6M | 2.2% | -4% | 63.5 |
| 21 |  $MA | Mastercard Inc | $6.3M | 1.8% | +13% | 81.7 |
| 22 |  $EL | ESTEE LAUDER COMPANIES INC | $5.2M | 1.5% | -17% | 52.5 |
| 23 |  $HD | HOME DEPOT, INC. | $5.0M | 1.4% | +9% | 69.2 |
| 24 |  $PEP | PEPSICO INC | $4.5M | 1.3% | +13% | 62.7 |
| 25 |  $V | VISA INC. | $4.4M | 1.3% | +12% | 83.5 |
| 26 |  $EQIX | EQUINIX INC | $4.2M | 1.2% | -8% | 61.4 |
| 27 |  $IVZ | Invesco Ltd. | $3.6M | 1.0% | +2% | — |
| 28 | $IVZ | Invesco Ltd. | $3.5M | 1.0% | +2% | — |
| 29 | $IVZ | Invesco Ltd. | $3.4M | 1.0% | +2% | — |
| 30 | $IVZ | Invesco Ltd. | $3.4M | 1.0% | NEW | — |
| 31 |  $SPGI | S&P Global Inc. | $3.0M | 0.9% | +26% | 79.4 |
| 32 |  $JPM | JPMORGAN CHASE & CO | $2.9M | 0.9% | -5% | 35.6 |
| 33 |  $LNG | Cheniere Energy, Inc. | $2.9M | 0.8% | -12% | 48.4 |
| 34 | — | SCHWAB STRATEGIC TR | $2.5M | 0.7% | +9% | — |
| 35 |  $RTX | RTX Corp | $2.4M | 0.7% | +6% | 70 |
| 36 |  $AMAT | APPLIED MATERIALS INC /DE | $2.3M | 0.7% | -29% | 74.8 |
| 37 | — | VANGUARD INDEX FDS | $2.3M | 0.7% | +4% | — |
| 38 |  $XOM | EXXON MOBIL CORP | $2.3M | 0.7% | -22% | 61.8 |
| 39 |  $FAST | FASTENAL CO | $2.0M | 0.6% | NEW | 73.5 |
| 40 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.8M | 0.5% | -0% | 64.5 |
| 41 | — | INVESCO EXCH TRD SLF IDX FD | $1.7M | 0.5% | +2% | — |
| 42 | — | INVESCO EXCH TRD SLF IDX FD | $1.7M | 0.5% | +2% | — |
| 43 | — | INVESCO EXCH TRD SLF IDX FD | $1.7M | 0.5% | +2% | — |
| 44 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.7M | 0.5% | -1% | 66.7 |
| 45 | — | INVESCO EXCH TRD SLF IDX FD | $1.6M | 0.5% | +4% | — |
| 46 |  $BUD | Anheuser-Busch InBev SA/NV | $1.5M | 0.4% | +549% | — |
| 47 | — | VANECK ETF TRUST | $1.5M | 0.4% | -90% | — |
| 48 |  $ACN | Accenture plc | $1.3M | 0.4% | +1% | — |
| 49 |  $WMT | Walmart Inc. | $1.2M | 0.3% | +3% | 63.2 |
| 50 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $1.1M | 0.3% | +1% | 60.5 |
| 51 | — | ISHARES TR | $866,091 | 0.3% | -5% | — |
| 52 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $815,343 | 0.2% | NEW | 60.7 |
| 53 | — | ISHARES TR | $798,647 | 0.2% | -8% | — |
| 54 |  $ECL | ECOLAB INC. | $687,437 | 0.2% | -29% | 64.3 |
| 55 |  $SYK | STRYKER CORP | $686,910 | 0.2% | NEW | 69.8 |
| 56 |  $WTW | WILLIS TOWERS WATSON PLC | $675,587 | 0.2% | -0% | — |
| 57 | — | ISHARES TR | $663,400 | 0.2% | -6% | — |
| 58 |  $KO | COCA COLA CO | $649,239 | 0.2% | -8% | 74 |
| 59 |  $AVGO | Broadcom Inc. | $583,359 | 0.2% | +33% | 86.4 |
| 60 |  $PG | PROCTER & GAMBLE Co | $539,317 | 0.2% | +76% | 72.9 |
| 61 |  $PGR | PROGRESSIVE CORP/OH/ | $505,484 | 0.1% | NEW | 83.6 |
| 62 | — | SCHWAB STRATEGIC TR | $496,126 | 0.1% | +116% | — |
| 63 |  $COP | CONOCOPHILLIPS | $494,292 | 0.1% | -19% | 74.8 |
| 64 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $492,386 | 0.1% | +0% | 74.4 |
| 65 |  $DIS | Walt Disney Co | $482,799 | 0.1% | -0% | 68.9 |
| 66 |  $NVDA | NVIDIA CORP | $457,759 | 0.1% | +17% | 90.2 |
| 67 |  $ROK | ROCKWELL AUTOMATION, INC | $429,584 | 0.1% | +41% | 68.2 |
| 68 | — | SPDR SERIES TRUST | $392,141 | 0.1% | +0% | — |
| 69 | — | ISHARES TR | $352,342 | 0.1% | +0% | — |
| 70 |  $RACE | Ferrari N.V. | $340,660 | 0.1% | +75% | — |
| 71 | — | SELECT SECTOR SPDR TR | $331,601 | 0.1% | NEW | — |
| 72 | — | ISHARES TR | $307,178 | 0.1% | -14% | — |
| 73 |  $TIGO | MILLICOM INTERNATIONAL CELLULAR SA | $299,760 | 0.1% | +0% | — |
| 74 |  $GLW | CORNING INC /NY | $292,339 | 0.1% | -47% | 72.7 |
| 75 |  $GILD | GILEAD SCIENCES, INC. | $278,740 | 0.1% | +0% | 77.8 |
| 76 |  $CL | COLGATE PALMOLIVE CO | $272,535 | 0.1% | -95% | 72.4 |
| 77 |  $BCS | BARCLAYS PLC | $264,500 | 0.1% | +0% | — |
| 78 |  $XYL | Xylem Inc. | $257,045 | 0.1% | -16% | 65.6 |
| 79 |  $ORCL | ORACLE CORP | $256,574 | 0.1% | -0% | 67.2 |
| 80 |  $SBUX | STARBUCKS CORP | $255,869 | 0.1% | -23% | 54.6 |
| 81 |  $HAL | HALLIBURTON CO | $253,435 | 0.1% | NEW | 50.9 |
| 82 |  $PYPL | PayPal Holdings, Inc. | $248,765 | 0.1% | NEW | 70.5 |
| 83 |  $JEF | Jefferies Financial Group Inc. | $247,620 | 0.1% | NEW | 65.6 |
| 84 | — | ISHARES TR | $246,231 | 0.1% | -2% | — |
| 85 |  $CSTM | CONSTELLIUM SE | $233,510 | 0.1% | NEW | 69.7 |
| 86 | — | VANGUARD INDEX FDS | $226,471 | 0.1% | -95% | — |
| 87 |  $EXC | EXELON CORP | $225,492 | 0.1% | +0% | 63.9 |
| 88 |  $APH | AMPHENOL CORP /DE/ | $216,311 | 0.1% | +0% | 80.5 |
| 89 |  $QS | QuantumScape Corp | $127,600 | 0.0% | +0% | — |
New Positions (11)
$SHW SHERWIN WILLIAMS CO$13.2M$ROL ROLLINS INC$12.2M$FAST FASTENAL CO$2.0M$TSCO TRACTOR SUPPLY CO /DE/$815,343$SYK STRYKER CORP$686,910$PGR PROGRESSIVE CORP/OH/$505,484$HAL HALLIBURTON CO$253,435$PYPL PayPal Holdings, Inc.$248,765$JEF Jefferies Financial Group Inc.$247,620$CSTM CONSTELLIUM SE$233,510
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