S.E.E.D. Planning Group LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 8, 2025), S.E.E.D. Planning Group LLC reported 73 stock positions worth $296.7 million. Its top holding was Apple (AAPL) at 4.8% of the portfolio, followed by Amazon.com (AMZN, 4.7%) and Vaneck Morningstar Wide Moat (MOAT, 4.4%). Compared with Q4 2024, it opened 3 new positions, sold out of 5, added to 32 and reduced 33. The biggest buy was United Parcel Service Class B (UPS, shares +1938%) and the biggest sale Honeywell International (HON, shares −93%).
- Most Recent 13F
- Q2 2026
- Location
- BINGHAMTON, NY
- CIK
- 0001765515
- Portfolio Value
- $296.7M (Q1 2025)
- SEC Filing
- 0001765515-25-000005 ↗ filed Apr 8, 2025
Holdings Value
Holdings 73 stocks · $296.7M
| AAPL Apple Inc. | 4.80% | 64,092 | $14.2M | Add +1.0% |
| AMZN Amazon.com Inc. | 4.73% | 73,764 | $14.0M | Add +5.3% |
| MOAT Vaneck Morningstar Wide Moat | 4.36% | 147,027 | $12.9M | Reduce -14.2% |
| NEE Nextera Energy Inc. | 4.01% | 167,971 | $11.9M | Add +8.3% |
| META Meta Platforms Inc. Class A | 3.82% | 19,665 | $11.3M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 3.69% | 70,876 | $11.0M | Add +20.4% |
| ENB Enbridge Inc. | 3.69% | 246,821 | $10.9M | Reduce -6.0% |
| MSFT Microsoft Corp. | 3.65% | 28,840 | $10.8M | Add +7.5% |
| A Agilent Technologies Inc. | 3.61% | 91,633 | $10.7M | Add +115.2% |
| CBRE CBRE Group Inc. Class A | 3.18% | 72,216 | $9.4M | Reduce -7.7% |
| UPS United Parcel Service Class B | 2.98% | 80,516 | $8.9M | Add +1938.4% |
| LMT Lockheed Martin Corp. | 2.90% | 19,288 | $8.6M | Add +96.9% |
| USB US Bancorp | 2.85% | 200,382 | $8.5M | Add +8.8% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 2.84% | 127,753 | $8.4M | Reduce -6.5% |
| COST Costco Wholesale Corp. | 2.62% | 8,231 | $7.8M | Reduce -5.8% |
| XOM Exxon Mobil Corp. | 2.56% | 63,784 | $7.6M | Add +8.2% |
| LIN Linde PLC | 2.27% | 14,455 | $6.7M | Add +7.6% |
| MA Mastercard Inc. Class A | 2.18% | 11,788 | $6.5M | Reduce -9.4% |
| CTVA Corteva Inc. | 2.05% | 96,524 | $6.1M | Add +0.4% |
| AMT American Tower Corp. | 2.04% | 27,858 | $6.1M | Add +0.8% |
| UNH Unitedhealth Group Inc. | 2.02% | 11,433 | $6.0M | Add +7.0% |
| HD Home Depot Inc. | 1.93% | 15,635 | $5.7M | Reduce -1.8% |
| LOW Lowe's Cos Inc. | 1.86% | 23,691 | $5.5M | Add +88.6% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 1.86% | 71,147 | $5.5M | Add +12.8% |
| TMO Thermo Fisher Scientific Inc. | 1.84% | 10,974 | $5.5M | Add +3.3% |
| V Visa Inc. Class A | 1.72% | 14,592 | $5.1M | Reduce -12.6% |
| VLO Valero Energy Corp. | 1.49% | 33,530 | $4.4M | Reduce -4.2% |
| CSGP Costar Group Inc. | 1.27% | 47,741 | $3.8M | Reduce -1.3% |
| ECL Ecolab Inc. | 1.22% | 14,252 | $3.6M | Reduce -15.8% |
| BSCQ Invesco Bulletshares 2026 CB | 1.19% | 180,871 | $3.5M | Add +6.7% |
| BSCR Invesco Bulletshares 2027 CB | 1.17% | 176,653 | $3.5M | Add +3.7% |
| BSCT Invesco Bulletshares 2029 CB | 1.11% | 177,346 | $3.3M | Add +29.8% |
| BSCS Invesco Bulletshares 2028 CB | 1.11% | 161,479 | $3.3M | Add +29.8% |
| CL Colgate-Palmolive Co. | 1.01% | 32,091 | $3.0M | Add +268.1% |
| JPM JPMorgan Chase & Co. | 0.96% | 11,572 | $2.8M | Reduce -6.2% |
| EQIX Equinix Inc. | 0.78% | 2,825 | $2.3M | Add +2.8% |
| RTX RTX Corp. | 0.76% | 17,085 | $2.3M | Reduce -23.8% |
| SO The Southern Co. | 0.74% | 23,896 | $2.2M | Reduce -4.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.72% | 7,788 | $2.1M | No change |
| SCHX Schwab US Large-Cap ETF | 0.71% | 94,901 | $2.1M | Reduce -6.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.70% | 3,895 | $2.1M | Reduce -0.3% |
| APD Air Products & Chemicals Inc. | 0.67% | 6,789 | $2.0M | Reduce -2.2% |
| BSJR Invesco Bulletshares 2027 HY | 0.56% | 74,511 | $1.7M | Reduce -3.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.56% | 6,711 | $1.7M | Add +5.7% |
| BSJP Invesco Bulletshares 2025 HY | 0.55% | 70,372 | $1.6M | Reduce -1.5% |
| BSJQ Invesco Bulletshares 2026 HY | 0.54% | 69,642 | $1.6M | Reduce -1.7% |
| PEP Pepsico Inc. | 0.54% | 10,710 | $1.6M | New |
| BSJS Invesco Bulletshares 2028 HY | 0.53% | 72,290 | $1.6M | Add +29.6% |
| AMAT Applied Materials Inc. | 0.51% | 10,479 | $1.5M | Add +35.5% |
| ACN Accenture PLC Class A | 0.44% | 4,212 | $1.3M | Add +4.8% |
| SPGI S&P Global Inc. | 0.36% | 2,078 | $1.1M | Add +126.1% |
| ADP Automatic Data Processing | 0.32% | 3,064 | $936K | Reduce -8.5% |
| WMT Walmart Inc. | 0.30% | 10,183 | $894K | Reduce -6.9% |
| WTW Willis Towers Watson PLC | 0.27% | 2,399 | $811K | Reduce -2.6% |
| IJH iShares Core S&P Midcap ETF | 0.27% | 13,497 | $788K | Reduce -7.0% |
| NOC Northrop Grumman Corp. | 0.25% | 1,442 | $738K | Add +5.3% |
| IWF iShares Russell 1000 Growth | 0.22% | 1,822 | $658K | Reduce -1.7% |
| HON Honeywell International Inc. | 0.22% | 3,042 | $644K | Reduce -93.1% |
| IJR iShares Core S&P Small-Cap E | 0.20% | 5,596 | $585K | Add +1.1% |
| SBUX Starbucks Corp. | 0.18% | 5,566 | $546K | Reduce -75.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 5,445 | $537K | Reduce -6.4% |
| XYL Xylem Inc. | 0.17% | 4,158 | $497K | Reduce -0.5% |
| ROK Rockwell Automation Inc. | 0.17% | 1,900 | $491K | Reduce -2.9% |
| CDNS Cadence Design SYS Inc. | 0.15% | 1,772 | $451K | No change |
| PG The Procter & Gamble Co. | 0.12% | 2,163 | $369K | Add +65.8% |
| SDY SS SPDR S&P Dividend ETF | 0.12% | 2,687 | $365K | No change |
| NVDA Nvidia Corp. | 0.11% | 2,983 | $323K | Add +19.1% |
| IWD iShares Russell 1000 Value E | 0.10% | 1,649 | $310K | No change |
| GD General Dynamics Corp. | 0.08% | 891 | $243K | Reduce -80.7% |
| ORCL Oracle Corp. | 0.08% | 1,709 | $239K | No change |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.07% | 3,602 | $222K | New |
| MCD McDonald's Corp. | 0.07% | 655 | $205K | Reduce -75.1% |
| AWK American Water Works Co. Inc. | 0.07% | 1,372 | $202K | New |
Portfolio Sells Q4 2024 → Q1 2025
| HON Honeywell International Inc. | Reduce -93.1% | 0.22% | −3.13 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −1.77 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -14.2% | 4.36% | −0.94 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.80 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.61 |
| EL Estee Lauder Companies Class A | Reduce -6.5% | 2.84% | −0.58 |
| SBUX Starbucks Corp. | Reduce -75.5% | 0.18% | −0.51 |
| GD General Dynamics Corp. | Reduce -80.7% | 0.08% | −0.33 |
| CBRE CBRE Group Inc. Class A | Reduce -7.7% | 3.18% | −0.25 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.23 |
| MCD McDonald's Corp. | Reduce -75.1% | 0.07% | −0.19 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.17 |
| HD Home Depot Inc. | Reduce -1.8% | 1.93% | −0.14 |
| MA Mastercard Inc. Class A | Reduce -9.4% | 2.18% | −0.11 |
| ECL Ecolab Inc. | Reduce -15.8% | 1.22% | −0.11 |
| RTX RTX Corp. | Reduce -23.8% | 0.76% | −0.10 |
| SCHX Schwab US Large-Cap ETF | Reduce -6.1% | 0.71% | −0.08 |
| META Meta Platforms Inc. Class A | Reduce -0.7% | 3.82% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -5.8% | 2.62% | −0.05 |
| V Visa Inc. Class A | Reduce -12.6% | 1.72% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -7.0% | 0.27% | −0.04 |
| DIS The Walt Disney Co. | Reduce -6.4% | 0.18% | −0.04 |
| ENB Enbridge Inc. | Reduce -6.0% | 3.69% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -6.2% | 0.96% | −0.03 |
| WMT Walmart Inc. | Reduce -6.9% | 0.30% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -1.7% | 0.22% | −0.03 |
| ROK Rockwell Automation Inc. | Reduce -2.9% | 0.17% | −0.02 |
| BSJR Invesco Bulletshares 2027 HY | Reduce -3.6% | 0.56% | −0.02 |
| ADP Automatic Data Processing | Reduce -8.5% | 0.32% | −0.01 |
| BSJQ Invesco Bulletshares 2026 HY | Reduce -1.7% | 0.54% | −0.01 |
| BSJP Invesco Bulletshares 2025 HY | Reduce -1.5% | 0.55% | −0.00 |
| APD Air Products & Chemicals Inc. | Reduce -2.2% | 0.67% | +0.00 |
| XYL Xylem Inc. | Reduce -0.5% | 0.17% | +0.01 |
| WTW Willis Towers Watson PLC | Reduce -2.6% | 0.27% | +0.02 |
| SO The Southern Co. | Reduce -4.2% | 0.74% | +0.05 |
| VLO Valero Energy Corp. | Reduce -4.2% | 1.49% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.3% | 0.70% | +0.11 |
| CSGP Costar Group Inc. | Reduce -1.3% | 1.27% | +0.12 |
Portfolio Buys Q4 2024 → Q1 2025
| UPS United Parcel Service Class B | Add +1938.4% | 2.98% | +2.82 |
| A Agilent Technologies Inc. | Add +115.2% | 3.61% | +1.70 |
| LMT Lockheed Martin Corp. | Add +96.9% | 2.90% | +1.31 |
| LOW Lowe's Cos Inc. | Add +88.6% | 1.86% | +0.83 |
| CL Colgate-Palmolive Co. | Add +268.1% | 1.01% | +0.75 |
| PEP Pepsico Inc. | New | 0.54% | +0.54 |
| XOM Exxon Mobil Corp. | Add +8.2% | 2.56% | +0.44 |
| LIN Linde PLC | Add +7.6% | 2.27% | +0.39 |
| AMT American Tower Corp. | Add +0.8% | 2.04% | +0.35 |
| NEE Nextera Energy Inc. | Add +8.3% | 4.01% | +0.30 |
| BSCS Invesco Bulletshares 2028 CB | Add +29.8% | 1.11% | +0.27 |
| BSCT Invesco Bulletshares 2029 CB | Add +29.8% | 1.11% | +0.27 |
| CTVA Corteva Inc. | Add +0.4% | 2.05% | +0.22 |
| UNH Unitedhealth Group Inc. | Add +7.0% | 2.02% | +0.21 |
| SPGI S&P Global Inc. | Add +126.1% | 0.36% | +0.20 |
| BSJS Invesco Bulletshares 2028 HY | Add +29.6% | 0.53% | +0.12 |
| IBM Intl Business Machines Corp. | Add +5.7% | 0.56% | +0.10 |
| AMAT Applied Materials Inc. | Add +35.5% | 0.51% | +0.09 |
| BSCQ Invesco Bulletshares 2026 CB | Add +6.7% | 1.19% | +0.09 |
| IFF Intl Flavors & Fragrances | Add +12.8% | 1.86% | +0.08 |
| BUD Anheuser-Busch Inbev-SPN ADR | New | 0.07% | +0.07 |
| AWK American Water Works Co. Inc. | New | 0.07% | +0.07 |
| BSCR Invesco Bulletshares 2027 CB | Add +3.7% | 1.17% | +0.06 |
| PG The Procter & Gamble Co. | Add +65.8% | 0.12% | +0.05 |
| NOC Northrop Grumman Corp. | Add +5.3% | 0.25% | +0.03 |
| NVDA Nvidia Corp. | Add +19.1% | 0.11% | −0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +3.3% | 1.84% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Add +1.1% | 0.20% | −0.02 |
| GOOGL Alphabet Inc. Class A | Add +20.4% | 3.69% | −0.03 |
| ACN Accenture PLC Class A | Add +4.8% | 0.44% | −0.03 |
| USB US Bancorp | Add +8.8% | 2.85% | −0.09 |
| EQIX Equinix Inc. | Add +2.8% | 0.78% | −0.09 |
| MSFT Microsoft Corp. | Add +7.5% | 3.65% | −0.12 |
| AMZN Amazon.com Inc. | Add +5.3% | 4.73% | −0.40 |
| AAPL Apple Inc. | Add +1.0% | 4.80% | −0.51 |
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 |