Investor
S.E.E.D. Planning Group LLC
CIK 0001765515 · filed 2026-04-23 · SEC filing
13F book
$344.3M
Positions
89
14 new · 11 sold
Largest name
4.8%
Amazon Com Inc · AMZN
Est. mark
−$9.6M
Price effect on 75 names still held. Flow $3.08M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Amazon Com Inc | AMZN | 78.9K | $16.4M | 4.8% | −$1.66M | Added−$508.6K |
| Apple Inc. | AAPL | 63.7K | $16.2M | 4.7% | −$1.15M | Cut−$2.26M |
| Alphabet Inc | — | 49.3K | $14.2M | 4.1% | −$1.25M | Cut−$4.46M |
| Nextera Energy Inc | — | 148.6K | $13.8M | 4.0% | $1.87M | Cut$201.1K |
| Linde Plc | LIN | 27K | $13.4M | 3.9% | $1.87M | Cut$1.71M |
| Cbre Group, Inc. | CBRE | 98.6K | $13.4M | 3.9% | −$1.66M | Added$2.8M |
| Meta Platforms, Inc. | META | 23.3K | $13.4M | 3.9% | −$1.68M | Added$747.1K |
| Sherwin Williams Co | SHW | 41.1K | $13.2M | 3.8% | — | New |
| Thermo Fisher Scientific Inc. | TMO | 25.8K | $12.7M | 3.7% | −$2.27M | Cut−$2.49M |
| Agilent Technologies, Inc. | A | 110.7K | $12.6M | 3.7% | −$2.24M | Added−$1.17M |
| Microsoft Corp | MSFT | 33.5K | $12.4M | 3.6% | −$3.01M | Added−$414.9K |
| Costco Whsl Corp New | — | 12.3K | $12.3M | 3.6% | $961.1K | Added$6.08M |
| Rollins Inc | ROL | 227.6K | $12.2M | 3.5% | — | New |
| Valero Energy Corp | — | 46.2K | $11.4M | 3.3% | $3.89M | Cut−$51.7K |
| Automatic Data Processing In | — | 53K | $10.8M | 3.1% | −$2.36M | Added−$494.5K |
| Enbridge Inc | — | 193.8K | $10.5M | 3.0% | $1.22M | Cut$230.6K |
| Lockheed Martin Corp | LMT | 17.1K | $10.3M | 3.0% | $2.06M | Cut−$668.9K |
| Us Bancorp Del | — | 189.6K | $9.86M | 2.9% | −$255.9K | Cut−$1.5M |
| Costar Group, Inc. | CSGP | 219.1K | $8.84M | 2.6% | −$1.26M | Added$5.68M |
| Lowes Cos Inc | — | 32.1K | $7.59M | 2.2% | −$156.6K | Cut−$463.8K |
| Mastercard Inc | MA | 12.7K | $6.32M | 1.8% | −$796.5K | Added−$59.4K |
| Lauder Estee Cos Inc | — | 72.2K | $5.18M | 1.5% | −$2.38M | Cut−$3.91M |
| Home Depot, Inc. | HD | 15.2K | $5M | 1.5% | −$212.9K | Added$182.1K |
| Pepsico Inc | PEP | 29.2K | $4.53M | 1.3% | $303.6K | Added$831.8K |
| Visa Inc. | V | 14.4K | $4.36M | 1.3% | −$624.7K | Added−$163.2K |
| Equinix Inc | EQIX | 4.27K | $4.19M | 1.2% | $914.9K | Cut$626.1K |
| Invesco Exch Trd Slf Idx Fd | — | 180.9K | $3.55M | 1.0% | −$20.4K | Added$52.4K |
| Invesco Exch Trd Slf Idx Fd | — | 169.8K | $3.47M | 1.0% | −$29.5K | Added$29K |
| Invesco Exch Trd Slf Idx Fd | — | 181.4K | $3.39M | 1.0% | −$31.2K | Added$22.7K |
| Invesco Exch Trd Slf Idx Fd | — | 202K | $3.38M | 1.0% | — | New |
| S&P Global Inc. | SPGI | 6.97K | $2.97M | 0.9% | −$537.8K | Added$75.9K |
| Jpmorgan Chase & Co. | — | 10K | $2.95M | 0.9% | −$281.1K | Cut−$442.9K |
| Cheniere Energy, Inc. | LNG | 10.4K | $2.94M | 0.9% | $925.9K | Cut$655K |
| Schwab Strategic Tr | — | 98.1K | $2.52M | 0.7% | −$114.6K | Added$87.2K |
| RTX Corp | RTX | 12.3K | $2.37M | 0.7% | $110.3K | Added$239.4K |
| Applied Matls Inc | — | 6.86K | $2.34M | 0.7% | $581.3K | Cut−$134.4K |
| Vanguard Index Fds | — | 7.28K | $2.33M | 0.7% | −$100.9K | Added−$5.29K |
| Exxon Mobil Corp | — | 13.6K | $2.31M | 0.7% | $672.8K | Cut$209.6K |
| Fastenal Co | FAST | 43.2K | $2M | 0.6% | — | New |
| Berkshire Hathaway Inc Del | — | 3.84K | $1.84M | 0.5% | −$90.1K | Cut−$91.7K |
| Invesco Exch Trd Slf Idx Fd | — | 73.2K | $1.7M | 0.5% | −$11.9K | Added$15.3K |
| Invesco Exch Trd Slf Idx Fd | — | 75.3K | $1.68M | 0.5% | −$18.5K | Added$8.32K |
| Invesco Exch Trd Slf Idx Fd | — | 77.5K | $1.68M | 0.5% | −$23.9K | Added$8.87K |
| International Business Machs | — | 6.93K | $1.68M | 0.5% | −$373K | Cut−$396.4K |
| Invesco Exch Trd Slf Idx Fd | — | 76.8K | $1.61M | 0.5% | — | New |
| Anheuser Busch Inbev Sa/Nv | — | 21.4K | $1.48M | 0.4% | $17.5K | Added$1.27M |
| Vaneck Etf Trust | — | 15.3K | $1.48M | 0.4% | −$105K | Cut−$14.7M |
| Accenture Plc Ireland | — | 6.59K | $1.31M | 0.4% | −$458.1K | Added−$448.2K |
| Walmart Inc. | WMT | 9.54K | $1.19M | 0.3% | $118.9K | Added$156.2K |
| Northrop Grumman Corp | — | 1.66K | $1.13M | 0.3% | $183.6K | Added$198.6K |
| Ishares Tr | — | 12.8K | $866.1K | 0.3% | $19.6K | Cut−$22.3K |
| Tractor Supply Co | — | 18K | $815.3K | 0.2% | — | New |
| Ishares Tr | — | 1.87K | $798.6K | 0.2% | −$87.8K | Cut−$165K |
| Ecolab Inc. | ECL | 2.58K | $687.4K | 0.2% | $9.08K | Cut−$269.2K |
| Stryker Corp | SYK | 2.09K | $686.9K | 0.2% | — | New |
| Willis Towers Watson Plc | WTW | 2.32K | $675.6K | 0.2% | −$88.1K | Cut−$91.4K |
| Ishares Tr | — | 5.34K | $663.4K | 0.2% | $22K | Cut−$16.8K |
| Coca Cola Co | KO | 8.54K | $649.2K | 0.2% | $52.4K | Cut$3.69K |
| Broadcom Inc. | AVGO | 1.89K | $583.4K | 0.2% | −$51.9K | Added$92.4K |
| Procter And Gamble Co | PG | 3.73K | $539.3K | 0.2% | $2.38K | Added$234.9K |
| Progressive Corp | — | 2.55K | $505.5K | 0.1% | — | New |
| Schwab Strategic Tr | — | 16.2K | $496.1K | 0.1% | $24.4K | Added$290.4K |
| Conocophillips | COP | 3.75K | $494.3K | 0.1% | $143.7K | Cut$60.2K |
| Cadence Design System Inc | — | 1.77K | $492.4K | 0.1% | −$61.5K | Held |
| Disney Walt Co | — | 5.01K | $482.8K | 0.1% | −$87.1K | Cut−$88.2K |
| Nvidia Corp | NVDA | 2.63K | $457.8K | 0.1% | −$27.1K | Added$40.4K |
| Rockwell Automation, Inc | ROK | 1.2K | $429.6K | 0.1% | −$25.7K | Added$98.9K |
| Spdr Series Trust | — | 2.69K | $392.1K | 0.1% | $18.2K | Held |
| Ishares Tr | — | 1.65K | $352.3K | 0.1% | $5.49K | Held |
| Ferrari N.V. | RACE | 1.01K | $340.7K | 0.1% | −$17.9K | Added$127.9K |
| Select Sector Spdr Tr | — | 7.23K | $331.6K | 0.1% | — | New |
| Ishares Tr | — | 4.38K | $307.2K | 0.1% | $3.33K | Cut−$48.1K |
| Millicom Intl Cellular S A | — | 4K | $299.8K | 0.1% | $78K | Held |
| Corning Inc | — | 2.15K | $292.3K | 0.1% | $104.1K | Cut−$64.2K |
| Gilead Sciences, Inc. | GILD | 2K | $278.7K | 0.1% | $33.3K | Held |
| Colgate Palmolive Co | CL | 3.2K | $272.5K | 0.1% | $19.8K | Cut−$4.97M |
| Barclays Plc | — | 12.5K | $264.5K | 0.1% | −$53.6K | Held |
| Xylem Inc. | XYL | 2.15K | $257K | 0.1% | −$35.9K | Cut−$89.7K |
| Oracle Corp | — | 1.74K | $256.6K | 0.1% | −$83.3K | Cut−$84.9K |
| Starbucks Corp | SBUX | 2.86K | $255.9K | 0.1% | $15.4K | Cut−$57.6K |
| Halliburton Co | HAL | 6.5K | $253.4K | 0.1% | — | New |
| Paypal Hldgs Inc | — | 5.5K | $248.8K | 0.1% | — | New |
| Jefferies Finl Group Inc | — | 6K | $247.6K | 0.1% | — | New |
| Ishares Tr | — | 5.82K | $246.2K | 0.1% | −$3.26K | Cut−$7.59K |
| Constellium Se | CSTM | 9.5K | $233.5K | 0.1% | — | New |
| Vanguard Index Fds | — | 379 | $226.5K | 0.1% | — | New |
| Exelon Corp | EXC | 4.6K | $225.5K | 0.1% | $25K | Held |
| Amphenol Corp New | — | 1.71K | $216.3K | 0.1% | −$15K | Held |
| Quantumscape Corp | QS | 20K | $127.6K | 0.0% | −$80.8K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.