S.E.E.D. Planning Group LLC

Est. AUM

$344.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AMAZON COM INC	COM	$16.4M	78938	4.77%	SOLE
2	APPLE INC	COM	$16.2M	63667	4.69%	SOLE
3	ALPHABET INC	CAP STK CL A	$14.2M	49286	4.12%	SOLE
4	NEXTERA ENERGY INC	COM	$13.8M	148628	4.01%	SOLE
5	LINDE PLC	SHS	$13.4M	26961	3.88%	SOLE
6	CBRE GROUP INC	CL A	$13.4M	98649	3.88%	SOLE
7	META PLATFORMS INC	CL A	$13.3M	23335	3.88%	SOLE
8	SHERWIN WILLIAMS CO	COM	$13.2M	41063	3.82%	SOLE
9	THERMO FISHER SCIENTIFIC INC	COM	$12.7M	25830	3.69%	SOLE
10	AGILENT TECHNOLOGIES INC	COM	$12.6M	110672	3.66%	SOLE
11	MICROSOFT CORP	COM	$12.4M	33499	3.60%	SOLE
12	COSTCO WHOLESALE CORPORATION	COM	$12.3M	12308	3.56%	SOLE
13	ROLLINS INC	COM	$12.2M	227587	3.53%	SOLE
14	VALERO ENERGY CORP	COM	$11.4M	46171	3.31%	SOLE
15	AUTOMATIC DATA PROCESSING IN	COM	$10.8M	52963	3.13%	SOLE
16	ENBRIDGE INC	COM	$10.5M	193752	3.05%	SOLE
17	LOCKHEED MARTIN CORP	COM	$10.3M	17075	3.00%	SOLE
18	US BANCORP	COM NEW	$9.9M	189565	2.86%	SOLE
19	COSTAR GROUP INC	COM	$8.8M	219089	2.57%	SOLE
20	LOWES COS INC	COM	$7.6M	32106	2.20%	SOLE
21	MASTERCARD INCORPORATED	CL A	$6.3M	12658	1.84%	SOLE
22	LAUDER ESTEE COS INC	CL A	$5.2M	72214	1.51%	SOLE
23	HOME DEPOT INC	COM	$5.0M	15209	1.45%	SOLE
24	PEPSICO INC	COM	$4.5M	29190	1.32%	SOLE
25	VISA INC	COM CL A	$4.4M	14416	1.27%	SOLE
26	EQUINIX INC	COM	$4.2M	4273	1.22%	SOLE
27	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$3.5M	180894	1.03%	SOLE
28	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$3.5M	169794	1.01%	SOLE
29	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$3.4M	181423	0.98%	SOLE
30	INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$3.4M	201966	0.98%	SOLE
31	S&P GLOBAL INC	COM	$3.0M	6974	0.86%	SOLE
32	JPMORGAN CHASE & CO	COM	$2.9M	10019	0.86%	SOLE
33	CHENIERE ENERGY INC	COM NEW	$2.9M	10360	0.85%	SOLE
34	SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.5M	98100	0.73%	SOLE
35	RTX CORPORATION	COM	$2.4M	12282	0.69%	SOLE
36	APPLIED MATLS INC	COM	$2.3M	6856	0.68%	SOLE
37	VANGUARD INDEX FDS	TOTAL STK MKT	$2.3M	7275	0.68%	SOLE
38	EXXON MOBIL CORP	COM	$2.3M	13642	0.67%	SOLE
39	FASTENAL CO	COM	$2.0M	43161	0.58%	SOLE
40	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.8M	3844	0.53%	SOLE
41	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 26	$1.7M	73172	0.49%	SOLE
42	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2027	$1.7M	75321	0.49%	SOLE
43	INVESCO EXCH TRD SLF IDX FD	INVSCO 28 HYCORP	$1.7M	77528	0.49%	SOLE
44	INTERNATIONAL BUSINESS MACHS	COM	$1.7M	6932	0.49%	SOLE
45	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029 HG	$1.6M	76770	0.47%	SOLE
46	ANHEUSER BUSCH INBEV SA NV	SPONSORED ADR	$1.5M	21354	0.43%	SOLE
47	VANECK ETF TRUST	MRNGSTR WDE MOAT	$1.5M	15310	0.43%	SOLE
48	ACCENTURE PLC IRELAND	SHS CLASS A	$1.3M	6593	0.38%	SOLE
49	WALMART INC	COM	$1.2M	9537	0.34%	SOLE
50	NORTHROP GRUMMAN CORP	COM	$1.1M	1662	0.33%	SOLE

1–50 of 89

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.