S.E.E.D. Planning Group LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 14, 2025), S.E.E.D. Planning Group LLC reported 75 stock positions worth $299.6 million. Its top holding was Apple (AAPL) at 5.3% of the portfolio, followed by Vaneck Morningstar Wide Moat (MOAT, 5.3%) and Amazon.com (AMZN, 5.1%). Compared with Q3 2024, it opened 6 new positions, sold out of 4, added to 27 and reduced 37. The biggest buy was Intl Flavors & Fragrances (IFF, shares +373%) and the biggest sale Ecolab (ECL, shares −60%).
- Most Recent 13F
- Q2 2026
- Location
- BINGHAMTON, NY
- CIK
- 0001765515
- Portfolio Value
- $299.6M (Q4 2024)
- SEC Filing
- 0001765515-25-000001 ↗ filed Jan 14, 2025
Holdings Value
Holdings 75 stocks · $299.6M
| AAPL Apple Inc. | 5.31% | 63,485 | $15.9M | Reduce -3.5% |
| MOAT Vaneck Morningstar Wide Moat | 5.30% | 171,268 | $15.9M | Add +15.9% |
| AMZN Amazon.com Inc. | 5.13% | 70,034 | $15.4M | Reduce -7.3% |
| META Meta Platforms Inc. Class A | 3.87% | 19,804 | $11.6M | Add +7.8% |
| MSFT Microsoft Corp. | 3.77% | 26,819 | $11.3M | Add +5.3% |
| GOOGL Alphabet Inc. Class A | 3.72% | 58,884 | $11.1M | Reduce -2.5% |
| ENB Enbridge Inc. | 3.72% | 262,653 | $11.1M | Reduce -4.3% |
| NEE Nextera Energy Inc. | 3.71% | 155,058 | $11.1M | Add +10.8% |
| CBRE CBRE Group Inc. Class A | 3.43% | 78,260 | $10.3M | Reduce -9.1% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 3.42% | 136,566 | $10.2M | Add +16.2% |
| HON Honeywell International Inc. | 3.34% | 44,354 | $10.0M | Reduce -4.9% |
| USB US Bancorp | 2.94% | 184,116 | $8.8M | Reduce -5.0% |
| COST Costco Wholesale Corp. | 2.67% | 8,741 | $8.0M | Reduce -5.7% |
| MA Mastercard Inc. Class A | 2.29% | 13,007 | $6.8M | Reduce -7.0% |
| XOM Exxon Mobil Corp. | 2.12% | 58,958 | $6.3M | Add +15.6% |
| HD Home Depot Inc. | 2.07% | 15,914 | $6.2M | Reduce -6.7% |
| A Agilent Technologies Inc. | 1.91% | 42,587 | $5.7M | Add +12.7% |
| LIN Linde PLC | 1.88% | 13,438 | $5.6M | Reduce -3.9% |
| TMO Thermo Fisher Scientific Inc. | 1.84% | 10,626 | $5.5M | Add +6.2% |
| CTVA Corteva Inc. | 1.83% | 96,103 | $5.5M | Add +54.5% |
| UNH Unitedhealth Group Inc. | 1.80% | 10,685 | $5.4M | Add +9.4% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 1.78% | 63,104 | $5.3M | Add +372.9% |
| JNJ Johnson & Johnson | 1.77% | 36,720 | $5.3M | Reduce -3.5% |
| V Visa Inc. Class A | 1.76% | 16,689 | $5.3M | Reduce -4.6% |
| AMT American Tower Corp. | 1.69% | 27,644 | $5.1M | Add +14.3% |
| LMT Lockheed Martin Corp. | 1.59% | 9,797 | $4.8M | Add +4.9% |
| VLO Valero Energy Corp. | 1.43% | 34,989 | $4.3M | Reduce -1.4% |
| ECL Ecolab Inc. | 1.32% | 16,916 | $4.0M | Reduce -60.2% |
| CSGP Costar Group Inc. | 1.16% | 48,345 | $3.5M | Add +7.0% |
| BSCR Invesco Bulletshares 2027 CB | 1.11% | 170,404 | $3.3M | Add +5.0% |
| BSCQ Invesco Bulletshares 2026 CB | 1.10% | 169,454 | $3.3M | Add +4.0% |
| LOW Lowe's Cos Inc. | 1.03% | 12,560 | $3.1M | Add +0.8% |
| JPM JPMorgan Chase & Co. | 0.99% | 12,341 | $3.0M | Reduce -4.8% |
| RTX RTX Corp. | 0.87% | 22,410 | $2.6M | Reduce -1.3% |
| EQIX Equinix Inc. | 0.86% | 2,747 | $2.6M | Reduce -6.2% |
| BSCT Invesco Bulletshares 2029 CB | 0.84% | 136,621 | $2.5M | New |
| BSCS Invesco Bulletshares 2028 CB | 0.84% | 124,370 | $2.5M | New |
| PH Parker Hannifin Corp. | 0.80% | 3,770 | $2.4M | Reduce -3.9% |
| SCHX Schwab US Large-Cap ETF | 0.78% | 101,056 | $2.3M | Reduce -1.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.75% | 7,788 | $2.3M | No change |
| SBUX Starbucks Corp. | 0.69% | 22,736 | $2.1M | Reduce -8.2% |
| SO The Southern Co. | 0.69% | 24,951 | $2.1M | Reduce -0.2% |
| APD Air Products & Chemicals Inc. | 0.67% | 6,942 | $2.0M | Add +29.0% |
| CMCSA Comcast Corp. Class A | 0.61% | 48,309 | $1.8M | Add +13.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.59% | 3,905 | $1.8M | Add +415.2% |
| BSJR Invesco Bulletshares 2027 HY | 0.58% | 77,329 | $1.7M | Reduce -14.4% |
| BSJQ Invesco Bulletshares 2026 HY | 0.55% | 70,843 | $1.6M | Reduce -18.3% |
| BSJP Invesco Bulletshares 2025 HY | 0.55% | 71,438 | $1.6M | Reduce -18.2% |
| ACN Accenture PLC Class A | 0.47% | 4,020 | $1.4M | Reduce -7.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.47% | 6,348 | $1.4M | Add +2.0% |
| AMAT Applied Materials Inc. | 0.42% | 7,736 | $1.3M | Add +65.4% |
| GD General Dynamics Corp. | 0.41% | 4,626 | $1.2M | Add +10.6% |
| BSJS Invesco Bulletshares 2028 HY | 0.40% | 55,796 | $1.2M | New |
| WMT Walmart Inc. | 0.33% | 10,936 | $988K | Reduce -7.2% |
| ADP Automatic Data Processing | 0.33% | 3,350 | $981K | Reduce -3.4% |
| IJH iShares Core S&P Midcap ETF | 0.30% | 14,513 | $904K | Reduce -0.1% |
| CL Colgate-Palmolive Co. | 0.26% | 8,719 | $793K | Reduce -1.4% |
| WTW Willis Towers Watson PLC | 0.26% | 2,463 | $772K | No change |
| MCD McDonald's Corp. | 0.25% | 2,634 | $764K | Add +171.0% |
| IWF iShares Russell 1000 Growth | 0.25% | 1,854 | $745K | Reduce -0.2% |
| BSCP Invesco Bulletshares 2025 CB | 0.23% | 33,641 | $695K | Reduce -78.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.22% | 5,820 | $648K | Reduce -77.7% |
| NOC Northrop Grumman Corp. | 0.21% | 1,369 | $643K | Add +27.6% |
| IJR iShares Core S&P Small-Cap E | 0.21% | 5,537 | $638K | Add +0.5% |
| ROK Rockwell Automation Inc. | 0.19% | 1,957 | $559K | Reduce -0.3% |
| CDNS Cadence Design SYS Inc. | 0.18% | 1,772 | $532K | Reduce -11.1% |
| UPS United Parcel Service Class B | 0.17% | 3,950 | $498K | New |
| NKE Nike Inc. Class B | 0.17% | 6,570 | $497K | New |
| XYL Xylem Inc. | 0.16% | 4,179 | $485K | Reduce -14.2% |
| SPGI S&P Global Inc. | 0.15% | 919 | $458K | New |
| SDY SS SPDR S&P Dividend ETF | 0.12% | 2,687 | $355K | No change |
| NVDA Nvidia Corp. | 0.11% | 2,505 | $336K | Reduce -20.7% |
| IWD iShares Russell 1000 Value E | 0.10% | 1,649 | $305K | No change |
| ORCL Oracle Corp. | 0.10% | 1,709 | $285K | No change |
| PG The Procter & Gamble Co. | 0.07% | 1,305 | $219K | Add +1.5% |
Portfolio Sells Q3 2024 → Q4 2024
| ECL Ecolab Inc. | Reduce -60.2% | 1.32% | −2.28 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -78.0% | 0.23% | −0.81 |
| BSJO Invesco Bulletshares 2024 HY | Sold out | 0.00% | −0.65 |
| DIS The Walt Disney Co. | Reduce -77.7% | 0.22% | −0.62 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −0.46 |
| LIN Linde PLC | Reduce -3.9% | 1.88% | −0.33 |
| JNJ Johnson & Johnson | Reduce -3.5% | 1.77% | −0.27 |
| HD Home Depot Inc. | Reduce -6.7% | 2.07% | −0.22 |
| VLO Valero Energy Corp. | Reduce -1.4% | 1.43% | −0.16 |
| CBRE CBRE Group Inc. Class A | Reduce -9.1% | 3.43% | −0.12 |
| BSJQ Invesco Bulletshares 2026 HY | Reduce -18.3% | 0.55% | −0.12 |
| BSJP Invesco Bulletshares 2025 HY | Reduce -18.2% | 0.55% | −0.12 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.11 |
| SBUX Starbucks Corp. | Reduce -8.2% | 0.69% | −0.11 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.10 |
| BSJR Invesco Bulletshares 2027 HY | Reduce -14.4% | 0.58% | −0.10 |
| SO The Southern Co. | Reduce -0.2% | 0.69% | −0.06 |
| XYL Xylem Inc. | Reduce -14.2% | 0.16% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -5.7% | 2.67% | −0.05 |
| RTX RTX Corp. | Reduce -1.3% | 0.87% | −0.05 |
| CL Colgate-Palmolive Co. | Reduce -1.4% | 0.26% | −0.04 |
| ACN Accenture PLC Class A | Reduce -7.1% | 0.47% | −0.04 |
| PH Parker Hannifin Corp. | Reduce -3.9% | 0.80% | −0.02 |
| NVDA Nvidia Corp. | Reduce -20.7% | 0.11% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -7.0% | 2.29% | −0.00 |
| CDNS Cadence Design SYS Inc. | Reduce -11.1% | 0.18% | −0.00 |
| USB US Bancorp | Reduce -5.0% | 2.94% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.1% | 0.30% | +0.00 |
| EQIX Equinix Inc. | Reduce -6.2% | 0.86% | +0.00 |
| ADP Automatic Data Processing | Reduce -3.4% | 0.33% | +0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.9% | 0.78% | +0.01 |
| ROK Rockwell Automation Inc. | Reduce -0.3% | 0.19% | +0.01 |
| WMT Walmart Inc. | Reduce -7.2% | 0.33% | +0.01 |
| IWF iShares Russell 1000 Growth | Reduce -0.2% | 0.25% | +0.02 |
| ENB Enbridge Inc. | Reduce -4.3% | 3.72% | +0.02 |
| JPM JPMorgan Chase & Co. | Reduce -4.8% | 0.99% | +0.08 |
| HON Honeywell International Inc. | Reduce -4.9% | 3.34% | +0.15 |
| V Visa Inc. Class A | Reduce -4.6% | 1.76% | +0.17 |
| AAPL Apple Inc. | Reduce -3.5% | 5.31% | +0.23 |
| GOOGL Alphabet Inc. Class A | Reduce -2.5% | 3.72% | +0.40 |
| AMZN Amazon.com Inc. | Reduce -7.3% | 5.13% | +0.46 |
Portfolio Buys Q3 2024 → Q4 2024
| IFF Intl Flavors & Fragrances | Add +372.9% | 1.78% | +1.32 |
| BSCT Invesco Bulletshares 2029 CB | New | 0.84% | +0.84 |
| BSCS Invesco Bulletshares 2028 CB | New | 0.84% | +0.84 |
| CTVA Corteva Inc. | Add +54.5% | 1.83% | +0.61 |
| MOAT Vaneck Morningstar Wide Moat | Add +15.9% | 5.30% | +0.55 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +415.2% | 0.59% | +0.48 |
| BSJS Invesco Bulletshares 2028 HY | New | 0.40% | +0.40 |
| META Meta Platforms Inc. Class A | Add +7.8% | 3.87% | +0.38 |
| UPS United Parcel Service Class B | New | 0.17% | +0.17 |
| NKE Nike Inc. Class B | New | 0.17% | +0.17 |
| MCD McDonald's Corp. | Add +171.0% | 0.25% | +0.16 |
| SPGI S&P Global Inc. | New | 0.15% | +0.15 |
| APD Air Products & Chemicals Inc. | Add +29.0% | 0.67% | +0.14 |
| MSFT Microsoft Corp. | Add +5.3% | 3.77% | +0.14 |
| XOM Exxon Mobil Corp. | Add +15.6% | 2.12% | +0.14 |
| AMAT Applied Materials Inc. | Add +65.4% | 0.42% | +0.11 |
| A Agilent Technologies Inc. | Add +12.7% | 1.91% | +0.05 |
| BSCR Invesco Bulletshares 2027 CB | Add +5.0% | 1.11% | +0.05 |
| BSCQ Invesco Bulletshares 2026 CB | Add +4.0% | 1.10% | +0.04 |
| NOC Northrop Grumman Corp. | Add +27.6% | 0.21% | +0.03 |
| CSGP Costar Group Inc. | Add +7.0% | 1.16% | +0.03 |
| CMCSA Comcast Corp. Class A | Add +13.6% | 0.61% | +0.02 |
| IBM Intl Business Machines Corp. | Add +2.0% | 0.47% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +0.5% | 0.21% | −0.00 |
| PG The Procter & Gamble Co. | Add +1.5% | 0.07% | −0.00 |
| GD General Dynamics Corp. | Add +10.6% | 0.41% | −0.01 |
| LOW Lowe's Cos Inc. | Add +0.8% | 1.03% | −0.08 |
| UNH Unitedhealth Group Inc. | Add +9.4% | 1.80% | −0.09 |
| AMT American Tower Corp. | Add +14.3% | 1.69% | −0.17 |
| TMO Thermo Fisher Scientific Inc. | Add +6.2% | 1.84% | −0.21 |
| NEE Nextera Energy Inc. | Add +10.8% | 3.71% | −0.21 |
| LMT Lockheed Martin Corp. | Add +4.9% | 1.59% | −0.22 |
| EL Estee Lauder Companies Class A | Add +16.2% | 3.42% | −0.47 |
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 |