S.E.E.D. Planning Group LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 4, 2026), S.E.E.D. Planning Group LLC reported 88 stock positions worth $378.9 million. Its top holding was Apple (AAPL) at 4.3% of the portfolio, followed by Amazon.com (AMZN, 4.2%) and Alphabet Class A (GOOGL, 4.0%). Compared with Q1 2026, it opened 11 new positions, sold out of 12, added to 42 and reduced 29. The biggest buy was a new position in Intuitive Surgical (ISRG) and the biggest sale Agilent Technologies (A, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- BINGHAMTON, NY
- CIK
- 0001765515
- Portfolio Value
- $378.9M (Q2 2026)
- SEC Filing
- 0001765515-26-000005 ↗ filed Aug 4, 2026
Holdings Value
Holdings 88 stocks · $378.9M
| AAPL Apple Inc. | 4.27% | 55,894 | $16.2M | Reduce -12.2% |
| AMZN Amazon.com Inc. | 4.22% | 67,033 | $16.0M | Reduce -15.1% |
| GOOGL Alphabet Inc. Class A | 3.98% | 42,179 | $15.1M | Reduce -14.4% |
| SHW The Sherwin-Williams Co. | 3.93% | 43,213 | $14.9M | Add +5.2% |
| CBRE CBRE Group Inc. Class A | 3.82% | 107,509 | $14.5M | Add +9.0% |
| NEE Nextera Energy Inc. | 3.75% | 161,883 | $14.2M | Add +8.9% |
| LIN Linde PLC | 3.68% | 26,845 | $13.9M | Reduce -0.4% |
| TMO Thermo Fisher Scientific Inc. | 3.61% | 27,274 | $13.7M | Add +5.6% |
| META Meta Platforms Inc. Class A | 3.41% | 22,906 | $12.9M | Reduce -1.8% |
| MSFT Microsoft Corp. | 3.23% | 32,764 | $12.2M | Reduce -2.2% |
| COST Costco Wholesale Corp. | 3.12% | 12,637 | $11.8M | Add +2.7% |
| ROL Rollins Inc. | 3.09% | 280,863 | $11.7M | Add +23.4% |
| VLO Valero Energy Corp. | 3.06% | 44,572 | $11.6M | Reduce -3.5% |
| ADP Automatic Data Processing | 3.04% | 51,362 | $11.5M | Reduce -3.0% |
| ISRG Intuitive Surgical Inc. | 3.01% | 28,712 | $11.4M | New |
| PYLD PIMCO Multisector Bond Actv | 2.89% | 412,929 | $11.0M | New |
| USB US Bancorp | 2.88% | 180,634 | $10.9M | Reduce -4.7% |
| ENB Enbridge Inc. | 2.70% | 188,563 | $10.2M | Reduce -2.7% |
| LMT Lockheed Martin Corp. | 2.34% | 17,394 | $8.9M | Add +1.9% |
| CSGP Costar Group Inc. | 2.18% | 291,843 | $8.3M | Add +33.2% |
| LOW Lowe's Cos Inc. | 2.08% | 35,726 | $7.9M | Add +11.3% |
| MA Mastercard Inc. Class A | 1.81% | 13,326 | $6.8M | Add +5.3% |
| HD Home Depot Inc. | 1.60% | 17,180 | $6.1M | Add +13.0% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 1.34% | 64,095 | $5.1M | Reduce -11.2% |
| V Visa Inc. Class A | 1.27% | 14,005 | $4.8M | Reduce -2.9% |
| RTX RTX Corp. | 1.15% | 22,952 | $4.4M | Add +86.9% |
| PEP Pepsico Inc. | 1.14% | 31,857 | $4.3M | Add +9.1% |
| BSCR Invesco Bulletshares 2027 CB | 1.12% | 216,750 | $4.3M | Add +19.8% |
| BSCS Invesco Bulletshares 2028 CB | 1.11% | 205,816 | $4.2M | Add +21.2% |
| EQIX Equinix Inc. | 1.11% | 4,020 | $4.2M | Reduce -5.9% |
| BSCU Invesco Bulletshares 2030 CB | 1.09% | 247,154 | $4.1M | Add +22.4% |
| BSCT Invesco Bulletshares 2029 CB | 1.09% | 221,366 | $4.1M | Add +22.0% |
| AMAT Applied Materials Inc. | 1.02% | 5,344 | $3.9M | Reduce -22.1% |
| LNG Cheniere Energy Inc. | 0.92% | 14,532 | $3.5M | Add +40.3% |
| SCHB Schwab US Broad Market ETF | 0.91% | 119,521 | $3.5M | New |
| SCHX Schwab US Large-Cap ETF | 0.89% | 113,966 | $3.4M | Add +16.2% |
| JPM JPMorgan Chase & Co. | 0.86% | 9,927 | $3.2M | Reduce -0.9% |
| XOM Exxon Mobil Corp. | 0.79% | 21,999 | $3.0M | Add +61.3% |
| SPGI S&P Global Inc. | 0.76% | 7,108 | $2.9M | Add +1.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.70% | 7,168 | $2.7M | Reduce -1.5% |
| BSJS Invesco Bulletshares 2028 HY | 0.54% | 93,606 | $2.0M | Add +20.7% |
| BSJR Invesco Bulletshares 2027 HY | 0.54% | 91,073 | $2.0M | Add +20.9% |
| FAST Fastenal Co. | 0.54% | 42,305 | $2.0M | Reduce -2.0% |
| BSJQ Invesco Bulletshares 2026 HY | 0.54% | 88,387 | $2.0M | Add +20.8% |
| BSJT Invesco Bulletshares 2029 HY | 0.52% | 93,701 | $2.0M | Add +22.1% |
| FENI Fidelity Enhanced Intl ETF | 0.51% | 48,147 | $1.9M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.51% | 3,844 | $1.9M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.50% | 6,717 | $1.9M | Reduce -3.1% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.47% | 21,632 | $1.8M | Add +1.3% |
| SYK Stryker Corp. | 0.37% | 4,432 | $1.4M | Add +112.1% |
| WMT Walmart Inc. | 0.35% | 11,552 | $1.3M | Add +21.1% |
| IJH iShares Core S&P Midcap ETF | 0.29% | 14,275 | $1.1M | Add +11.3% |
| NOC Northrop Grumman Corp. | 0.29% | 2,161 | $1.1M | Add +30.0% |
| MOAT Vaneck Morningstar Wide Moat | 0.28% | 10,118 | $1.1M | Reduce -33.9% |
| PG The Procter & Gamble Co. | 0.26% | 6,656 | $976K | Add +78.3% |
| IWF iShares Russell 1000 Growth | 0.24% | 7,204 | $895K | Reduce -3.8% |
| ACN Accenture PLC Class A | 0.23% | 7,005 | $872K | Add +6.3% |
| IJR iShares Core S&P Small-Cap E | 0.23% | 5,750 | $853K | Add +7.7% |
| PGR Progressive Corp. | 0.21% | 3,653 | $798K | Add +43.3% |
| AVGO Broadcom Inc. | 0.20% | 2,050 | $774K | Add +8.8% |
| TSCO Tractor Supply Company | 0.19% | 22,667 | $717K | Add +25.9% |
| ECL Ecolab Inc. | 0.19% | 2,548 | $710K | Reduce -1.4% |
| A Agilent Technologies Inc. | 0.18% | 5,110 | $679K | Reduce -95.4% |
| KO The Coca-Cola Co. | 0.18% | 8,188 | $665K | Reduce -4.1% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.17% | 15,366 | $652K | Add +164.0% |
| NVDA Nvidia Corp. | 0.17% | 3,128 | $626K | Add +19.2% |
| WTW Willis Towers Watson PLC | 0.16% | 2,324 | $607K | No change |
| RACE Ferrari NV | 0.15% | 1,578 | $587K | Add +56.7% |
| CDNS Cadence Design SYS Inc. | 0.15% | 1,563 | $587K | Reduce -11.8% |
| COP Conocophillips | 0.15% | 5,376 | $559K | Add +43.5% |
| ROK Rockwell Automation Inc. | 0.15% | 1,117 | $553K | Reduce -6.7% |
| GLW Corning Inc. | 0.14% | 2,150 | $549K | No change |
| CTAS Cintas Corp. | 0.14% | 3,219 | $547K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.13% | 5,000 | $481K | Reduce -0.2% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.12% | 17,964 | $454K | New |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.12% | 18,676 | $452K | New |
| IBDR iShares Ibonds Dec 2026 Term | 0.12% | 18,666 | $452K | New |
| IBDU iShares Ibonds Dec 2029 Term | 0.12% | 19,523 | $452K | New |
| SDY SS SPDR S&P Dividend ETF | 0.11% | 2,687 | $409K | No change |
| IWD iShares Russell 1000 Value E | 0.11% | 1,649 | $400K | No change |
| APH Amphenol Corp. Class A | 0.08% | 1,712 | $302K | No change |
| VOO Vanguard S&P 500 ETF | 0.07% | 404 | $277K | Add +6.6% |
| PANW Palo Alto Networks Inc. | 0.07% | 801 | $273K | New |
| ORCL Oracle Corp. | 0.07% | 1,834 | $269K | Add +5.2% |
| SBUX Starbucks Corp. | 0.07% | 2,486 | $254K | Reduce -13.0% |
| COF Capital One Financial Corp. | 0.06% | 1,226 | $246K | New |
| XYL Xylem Inc. | 0.06% | 2,051 | $242K | Reduce -4.7% |
| CL Colgate-Palmolive Co. | 0.06% | 2,455 | $225K | Reduce -23.2% |
Portfolio Sells Q1 2026 → Q2 2026
| A Agilent Technologies Inc. | Reduce -95.4% | 0.18% | −3.48 |
| AMZN Amazon.com Inc. | Reduce -15.1% | 4.22% | −0.56 |
| META Meta Platforms Inc. Class A | Reduce -1.8% | 3.41% | −0.47 |
| AAPL Apple Inc. | Reduce -12.2% | 4.27% | −0.42 |
| MSFT Microsoft Corp. | Reduce -2.2% | 3.23% | −0.38 |
| ENB Enbridge Inc. | Reduce -2.7% | 2.70% | −0.35 |
| VLO Valero Energy Corp. | Reduce -3.5% | 3.06% | −0.25 |
| LIN Linde PLC | Reduce -0.4% | 3.68% | −0.21 |
| EL Estee Lauder Companies Class A | Reduce -11.2% | 1.34% | −0.17 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -33.9% | 0.28% | −0.15 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.14 |
| GOOGL Alphabet Inc. Class A | Reduce -14.4% | 3.98% | −0.14 |
| EQIX Equinix Inc. | Reduce -5.9% | 1.11% | −0.11 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −0.10 |
| ADP Automatic Data Processing | Reduce -3.0% | 3.04% | −0.09 |
| DGRO iShares Core Dividend Growth | Sold out | 0.00% | −0.09 |
| TIGO Millicom Intl Cellular S.A. | Sold out | 0.00% | −0.09 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −0.08 |
| BCS Barclays PLC-Spons ADR | Sold out | 0.00% | −0.08 |
| HAL Halliburton Co. | Sold out | 0.00% | −0.07 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.07 |
| JEF Jefferies Financial Group Inc. | Sold out | 0.00% | −0.07 |
| CSTM Constellium SE | Sold out | 0.00% | −0.07 |
| EXC Exelon Corp. | Sold out | 0.00% | −0.07 |
| FAST Fastenal Co. | Reduce -2.0% | 0.54% | −0.05 |
| QS Quantumscape Corp. | Sold out | 0.00% | −0.04 |
| CL Colgate-Palmolive Co. | Reduce -23.2% | 0.06% | −0.02 |
| DIS The Walt Disney Co. | Reduce -0.2% | 0.13% | −0.01 |
| KO The Coca-Cola Co. | Reduce -4.1% | 0.18% | −0.01 |
| ECL Ecolab Inc. | Reduce -1.4% | 0.19% | −0.01 |
| XYL Xylem Inc. | Reduce -4.7% | 0.06% | −0.01 |
| SBUX Starbucks Corp. | Reduce -13.0% | 0.07% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -0.9% | 0.86% | +0.00 |
| V Visa Inc. Class A | Reduce -2.9% | 1.27% | +0.00 |
| IWF iShares Russell 1000 Growth | Reduce -3.8% | 0.24% | +0.00 |
| IBM Intl Business Machines Corp. | Reduce -3.1% | 0.50% | +0.01 |
| CDNS Cadence Design SYS Inc. | Reduce -11.8% | 0.15% | +0.01 |
| USB US Bancorp | Reduce -4.7% | 2.88% | +0.02 |
| ROK Rockwell Automation Inc. | Reduce -6.7% | 0.15% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.5% | 0.70% | +0.02 |
| AMAT Applied Materials Inc. | Reduce -22.1% | 1.02% | +0.34 |
Portfolio Buys Q1 2026 → Q2 2026
| ISRG Intuitive Surgical Inc. | New | 3.01% | +3.01 |
| PYLD PIMCO Multisector Bond Actv | New | 2.89% | +2.89 |
| SCHB Schwab US Broad Market ETF | New | 0.91% | +0.91 |
| FENI Fidelity Enhanced Intl ETF | New | 0.51% | +0.51 |
| RTX RTX Corp. | Add +86.9% | 1.15% | +0.46 |
| SYK Stryker Corp. | Add +112.1% | 0.37% | +0.17 |
| SCHX Schwab US Large-Cap ETF | Add +16.2% | 0.89% | +0.15 |
| HD Home Depot Inc. | Add +13.0% | 1.60% | +0.15 |
| CTAS Cintas Corp. | New | 0.14% | +0.14 |
| XOM Exxon Mobil Corp. | Add +61.3% | 0.79% | +0.12 |
| IBDT iShares Ibonds Dec 2028 ETF | New | 0.12% | +0.12 |
| IBDR iShares Ibonds Dec 2026 Term | New | 0.12% | +0.12 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | New | 0.12% | +0.12 |
| IBDU iShares Ibonds Dec 2029 Term | New | 0.12% | +0.12 |
| BSCU Invesco Bulletshares 2030 CB | Add +22.4% | 1.09% | +0.11 |
| SHW The Sherwin-Williams Co. | Add +5.2% | 3.93% | +0.10 |
| BSCT Invesco Bulletshares 2029 CB | Add +22.0% | 1.09% | +0.10 |
| PG The Procter & Gamble Co. | Add +78.3% | 0.26% | +0.10 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +164.0% | 0.17% | +0.10 |
| BSCS Invesco Bulletshares 2028 CB | Add +21.2% | 1.11% | +0.10 |
| BSCR Invesco Bulletshares 2027 CB | Add +19.8% | 1.12% | +0.09 |
| PANW Palo Alto Networks Inc. | New | 0.07% | +0.07 |
| COF Capital One Financial Corp. | New | 0.06% | +0.06 |
| PGR Progressive Corp. | Add +43.3% | 0.21% | +0.06 |
| LNG Cheniere Energy Inc. | Add +40.3% | 0.92% | +0.06 |
| RACE Ferrari NV | Add +56.7% | 0.15% | +0.06 |
| BSJT Invesco Bulletshares 2029 HY | Add +22.1% | 0.52% | +0.05 |
| BSJS Invesco Bulletshares 2028 HY | Add +20.7% | 0.54% | +0.05 |
| BSJR Invesco Bulletshares 2027 HY | Add +20.9% | 0.54% | +0.05 |
| BSJQ Invesco Bulletshares 2026 HY | Add +20.8% | 0.54% | +0.04 |
| BUD Anheuser-Busch Inbev-SPN ADR | Add +1.3% | 0.47% | +0.04 |
| IJH iShares Core S&P Midcap ETF | Add +11.3% | 0.29% | +0.04 |
| AVGO Broadcom Inc. | Add +8.8% | 0.20% | +0.03 |
| IJR iShares Core S&P Small-Cap E | Add +7.7% | 0.23% | +0.03 |
| NVDA Nvidia Corp. | Add +19.2% | 0.17% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +6.6% | 0.07% | +0.01 |
| COP Conocophillips | Add +43.5% | 0.15% | +0.00 |
| WMT Walmart Inc. | Add +21.1% | 0.35% | +0.00 |
| ORCL Oracle Corp. | Add +5.2% | 0.07% | −0.00 |
| MA Mastercard Inc. Class A | Add +5.3% | 1.81% | −0.03 |
| NOC Northrop Grumman Corp. | Add +30.0% | 0.29% | −0.04 |
| TSCO Tractor Supply Company | Add +25.9% | 0.19% | −0.05 |
| CBRE CBRE Group Inc. Class A | Add +9.0% | 3.82% | −0.06 |
| TMO Thermo Fisher Scientific Inc. | Add +5.6% | 3.61% | −0.08 |
| SPGI S&P Global Inc. | Add +1.9% | 0.76% | −0.10 |
| LOW Lowe's Cos Inc. | Add +11.3% | 2.08% | −0.12 |
| ACN Accenture PLC Class A | Add +6.3% | 0.23% | −0.15 |
| PEP Pepsico Inc. | Add +9.1% | 1.14% | −0.18 |
| NEE Nextera Energy Inc. | Add +8.9% | 3.75% | −0.26 |
| CSGP Costar Group Inc. | Add +33.2% | 2.18% | −0.39 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 88 | $378.9M | AAPL, AMZN, GOOGL, SHW, CBRE |
| Q1 2026 | 89 | $344.3M | AMZN, AAPL, GOOGL, NEE, LIN |
| Q4 2025 | 86 | $350.9M | GOOGL, AAPL, AMZN, MOAT, TMO |
| Q3 2025 | 85 | $343.1M | AAPL, AMZN, GOOGL, MOAT, MSFT |
| Q2 2025 | 71 | $319.0M | AMZN, AAPL, META, MOAT, MSFT |
| Q1 2025 | 73 | $296.7M | AAPL, AMZN, MOAT, NEE, META |
| Q4 2024 | 75 | $299.6M | AAPL, MOAT, AMZN, META, MSFT |
| Q3 2024 | 73 | $301.6M | AAPL, MOAT, AMZN, NEE, EL |
| Q2 2024 | 74 | $275.1M | AMZN, AAPL, NEE, MSFT, GOOGL |
| Q1 2024 | 75 | $273.9M | AMZN, AAPL, NEE, ECL, MSFT |