S.E.E.D. Planning Group LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 8, 2025), S.E.E.D. Planning Group LLC reported 71 stock positions worth $319.0 million. Its top holding was Amazon.com (AMZN) at 5.1% of the portfolio, followed by Apple (AAPL, 4.6%) and Meta Platforms Class A (META, 4.3%). Compared with Q1 2025, it opened 3 new positions, sold out of 5, added to 32 and reduced 30. The biggest buy was Automatic Data Processing (ADP, shares +1081%) and the biggest sale an exit from United Parcel Service Class B (UPS).
- Most Recent 13F
- Q2 2026
- Location
- BINGHAMTON, NY
- CIK
- 0001765515
- Portfolio Value
- $319.0M (Q2 2025)
- SEC Filing
- 0001765515-25-000007 ↗ filed Jul 8, 2025
Holdings Value
Holdings 71 stocks · $319.0M
| AMZN Amazon.com Inc. | 5.05% | 73,445 | $16.1M | Reduce -0.4% |
| AAPL Apple Inc. | 4.55% | 70,788 | $14.5M | Add +10.4% |
| META Meta Platforms Inc. Class A | 4.27% | 18,464 | $13.6M | Reduce -6.1% |
| MOAT Vaneck Morningstar Wide Moat | 4.24% | 144,028 | $13.5M | Reduce -2.0% |
| MSFT Microsoft Corp. | 4.07% | 26,101 | $13.0M | Reduce -9.5% |
| GOOGL Alphabet Inc. Class A | 4.00% | 72,461 | $12.8M | Add +2.2% |
| CTVA Corteva Inc. | 3.84% | 164,393 | $12.3M | Add +70.3% |
| A Agilent Technologies Inc. | 3.84% | 103,814 | $12.3M | Add +13.3% |
| NEE Nextera Energy Inc. | 3.73% | 171,258 | $11.9M | Add +2.0% |
| TMO Thermo Fisher Scientific Inc. | 3.59% | 28,241 | $11.5M | Add +157.3% |
| ADP Automatic Data Processing | 3.50% | 36,201 | $11.2M | Add +1081.5% |
| VLO Valero Energy Corp. | 3.43% | 81,298 | $10.9M | Add +142.5% |
| ENB Enbridge Inc. | 3.20% | 225,434 | $10.2M | Reduce -8.7% |
| CBRE CBRE Group Inc. Class A | 3.14% | 71,524 | $10.0M | Reduce -1.0% |
| USB US Bancorp | 3.03% | 213,317 | $9.7M | Add +6.5% |
| LMT Lockheed Martin Corp. | 2.97% | 20,487 | $9.5M | Add +6.2% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 2.79% | 110,273 | $8.9M | Reduce -13.7% |
| COST Costco Wholesale Corp. | 2.31% | 7,441 | $7.4M | Reduce -9.6% |
| LIN Linde PLC | 2.10% | 14,259 | $6.7M | Reduce -1.4% |
| LOW Lowe's Cos Inc. | 2.06% | 29,676 | $6.6M | Add +25.3% |
| MA Mastercard Inc. Class A | 2.06% | 11,679 | $6.6M | Reduce -0.9% |
| AMT American Tower Corp. | 1.82% | 26,330 | $5.8M | Reduce -5.5% |
| HD Home Depot Inc. | 1.74% | 15,110 | $5.5M | Reduce -3.4% |
| V Visa Inc. Class A | 1.52% | 13,657 | $4.8M | Reduce -6.4% |
| CL Colgate-Palmolive Co. | 1.20% | 41,984 | $3.8M | Add +30.8% |
| CSGP Costar Group Inc. | 1.17% | 46,331 | $3.7M | Reduce -3.0% |
| ECL Ecolab Inc. | 1.15% | 13,670 | $3.7M | Reduce -4.1% |
| BSCQ Invesco Bulletshares 2026 CB | 1.11% | 181,007 | $3.5M | Add +0.1% |
| BSCR Invesco Bulletshares 2027 CB | 1.10% | 178,168 | $3.5M | Add +0.9% |
| BSCT Invesco Bulletshares 2029 CB | 1.06% | 181,617 | $3.4M | Add +2.4% |
| BSCS Invesco Bulletshares 2028 CB | 1.06% | 165,408 | $3.4M | Add +2.4% |
| JPM JPMorgan Chase & Co. | 1.02% | 11,239 | $3.3M | Reduce -2.9% |
| PEP Pepsico Inc. | 0.97% | 23,476 | $3.1M | Add +119.2% |
| EQIX Equinix Inc. | 0.81% | 3,242 | $2.6M | Add +14.8% |
| APD Air Products & Chemicals Inc. | 0.75% | 8,477 | $2.4M | Add +24.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.74% | 7,788 | $2.4M | No change |
| SCHX Schwab US Large-Cap ETF | 0.72% | 94,106 | $2.3M | Reduce -0.8% |
| SO The Southern Co. | 0.68% | 23,752 | $2.2M | Reduce -0.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.68% | 7,347 | $2.2M | Add +9.5% |
| AMAT Applied Materials Inc. | 0.65% | 11,288 | $2.1M | Add +7.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.59% | 3,895 | $1.9M | No change |
| BSJR Invesco Bulletshares 2027 HY | 0.55% | 77,524 | $1.8M | Add +4.0% |
| RTX RTX Corp. | 0.55% | 12,017 | $1.8M | Reduce -29.7% |
| BSJQ Invesco Bulletshares 2026 HY | 0.53% | 72,794 | $1.7M | Add +4.5% |
| BSJP Invesco Bulletshares 2025 HY | 0.53% | 73,467 | $1.7M | Add +4.4% |
| BSJS Invesco Bulletshares 2028 HY | 0.52% | 74,566 | $1.6M | Add +3.1% |
| ACN Accenture PLC Class A | 0.45% | 4,817 | $1.4M | Add +14.4% |
| SPGI S&P Global Inc. | 0.45% | 2,722 | $1.4M | Add +31.0% |
| LNG Cheniere Energy Inc. | 0.42% | 5,491 | $1.3M | New |
| XOM Exxon Mobil Corp. | 0.34% | 10,121 | $1.1M | Reduce -84.1% |
| WMT Walmart Inc. | 0.30% | 9,670 | $946K | Reduce -5.0% |
| IJH iShares Core S&P Midcap ETF | 0.26% | 13,405 | $831K | Reduce -0.7% |
| IWF iShares Russell 1000 Growth | 0.24% | 1,822 | $774K | No change |
| NOC Northrop Grumman Corp. | 0.24% | 1,528 | $764K | Add +6.0% |
| WTW Willis Towers Watson PLC | 0.23% | 2,367 | $725K | Reduce -1.3% |
| NVDA Nvidia Corp. | 0.21% | 4,275 | $675K | Add +43.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.20% | 5,056 | $627K | Reduce -7.1% |
| ROK Rockwell Automation Inc. | 0.19% | 1,857 | $617K | Reduce -2.3% |
| IJR iShares Core S&P Small-Cap E | 0.19% | 5,607 | $613K | Add +0.2% |
| CDNS Cadence Design SYS Inc. | 0.17% | 1,772 | $546K | No change |
| SBUX Starbucks Corp. | 0.15% | 5,293 | $485K | Reduce -4.9% |
| XYL Xylem Inc. | 0.14% | 3,505 | $453K | Reduce -15.7% |
| ORCL Oracle Corp. | 0.12% | 1,789 | $391K | Add +4.7% |
| PG The Procter & Gamble Co. | 0.12% | 2,429 | $387K | Add +12.3% |
| SDY SS SPDR S&P Dividend ETF | 0.11% | 2,687 | $365K | No change |
| IWD iShares Russell 1000 Value E | 0.10% | 1,649 | $320K | No change |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.07% | 3,378 | $232K | Reduce -6.2% |
| HON Honeywell International Inc. | 0.07% | 952 | $222K | Reduce -68.7% |
| GD General Dynamics Corp. | 0.07% | 743 | $217K | Reduce -16.6% |
| GLW Corning Inc. | 0.07% | 4,054 | $213K | New |
| RACE Ferrari NV | 0.07% | 424 | $208K | New |
Portfolio Sells Q1 2025 → Q2 2025
| UPS United Parcel Service Class B | Sold out | 0.00% | −2.98 |
| XOM Exxon Mobil Corp. | Reduce -84.1% | 0.34% | −2.21 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −2.02 |
| IFF Intl Flavors & Fragrances | Sold out | 0.00% | −1.86 |
| ENB Enbridge Inc. | Reduce -8.7% | 3.20% | −0.48 |
| COST Costco Wholesale Corp. | Reduce -9.6% | 2.31% | −0.31 |
| AMT American Tower Corp. | Reduce -5.5% | 1.82% | −0.22 |
| RTX RTX Corp. | Reduce -29.7% | 0.55% | −0.21 |
| V Visa Inc. Class A | Reduce -6.4% | 1.52% | −0.20 |
| HD Home Depot Inc. | Reduce -3.4% | 1.74% | −0.19 |
| LIN Linde PLC | Reduce -1.4% | 2.10% | −0.17 |
| HON Honeywell International Inc. | Reduce -68.7% | 0.07% | −0.15 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -2.0% | 4.24% | −0.13 |
| MA Mastercard Inc. Class A | Reduce -0.9% | 2.06% | −0.12 |
| CSGP Costar Group Inc. | Reduce -3.0% | 1.17% | −0.11 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.07 |
| AWK American Water Works Co. Inc. | Sold out | 0.00% | −0.07 |
| ECL Ecolab Inc. | Reduce -4.1% | 1.15% | −0.06 |
| SO The Southern Co. | Reduce -0.6% | 0.68% | −0.06 |
| EL Estee Lauder Companies Class A | Reduce -13.7% | 2.79% | −0.05 |
| WTW Willis Towers Watson PLC | Reduce -1.3% | 0.23% | −0.05 |
| CBRE CBRE Group Inc. Class A | Reduce -1.0% | 3.14% | −0.04 |
| SBUX Starbucks Corp. | Reduce -4.9% | 0.15% | −0.03 |
| XYL Xylem Inc. | Reduce -15.7% | 0.14% | −0.03 |
| GD General Dynamics Corp. | Reduce -16.6% | 0.07% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.7% | 0.26% | −0.00 |
| WMT Walmart Inc. | Reduce -5.0% | 0.30% | −0.00 |
| BUD Anheuser-Busch Inbev-SPN ADR | Reduce -6.2% | 0.07% | −0.00 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.8% | 0.72% | +0.01 |
| DIS The Walt Disney Co. | Reduce -7.1% | 0.20% | +0.02 |
| ROK Rockwell Automation Inc. | Reduce -2.3% | 0.19% | +0.03 |
| JPM JPMorgan Chase & Co. | Reduce -2.9% | 1.02% | +0.06 |
| AMZN Amazon.com Inc. | Reduce -0.4% | 5.05% | +0.32 |
| MSFT Microsoft Corp. | Reduce -9.5% | 4.07% | +0.42 |
| META Meta Platforms Inc. Class A | Reduce -6.1% | 4.27% | +0.45 |
Portfolio Buys Q1 2025 → Q2 2025
| ADP Automatic Data Processing | Add +1081.5% | 3.50% | +3.18 |
| VLO Valero Energy Corp. | Add +142.5% | 3.43% | +1.93 |
| CTVA Corteva Inc. | Add +70.3% | 3.84% | +1.79 |
| TMO Thermo Fisher Scientific Inc. | Add +157.3% | 3.59% | +1.75 |
| PEP Pepsico Inc. | Add +119.2% | 0.97% | +0.43 |
| LNG Cheniere Energy Inc. | New | 0.42% | +0.42 |
| GOOGL Alphabet Inc. Class A | Add +2.2% | 4.00% | +0.31 |
| A Agilent Technologies Inc. | Add +13.3% | 3.84% | +0.23 |
| LOW Lowe's Cos Inc. | Add +25.3% | 2.06% | +0.20 |
| CL Colgate-Palmolive Co. | Add +30.8% | 1.20% | +0.18 |
| USB US Bancorp | Add +6.5% | 3.03% | +0.17 |
| AMAT Applied Materials Inc. | Add +7.7% | 0.65% | +0.14 |
| IBM Intl Business Machines Corp. | Add +9.5% | 0.68% | +0.12 |
| NVDA Nvidia Corp. | Add +43.3% | 0.21% | +0.10 |
| SPGI S&P Global Inc. | Add +31.0% | 0.45% | +0.09 |
| APD Air Products & Chemicals Inc. | Add +24.9% | 0.75% | +0.07 |
| LMT Lockheed Martin Corp. | Add +6.2% | 2.97% | +0.07 |
| GLW Corning Inc. | New | 0.07% | +0.07 |
| RACE Ferrari NV | New | 0.07% | +0.07 |
| ORCL Oracle Corp. | Add +4.7% | 0.12% | +0.04 |
| EQIX Equinix Inc. | Add +14.8% | 0.81% | +0.03 |
| ACN Accenture PLC Class A | Add +14.4% | 0.45% | +0.01 |
| PG The Procter & Gamble Co. | Add +12.3% | 0.12% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Add +0.2% | 0.19% | −0.01 |
| NOC Northrop Grumman Corp. | Add +6.0% | 0.24% | −0.01 |
| BSJR Invesco Bulletshares 2027 HY | Add +4.0% | 0.55% | −0.01 |
| BSJS Invesco Bulletshares 2028 HY | Add +3.1% | 0.52% | −0.01 |
| BSJQ Invesco Bulletshares 2026 HY | Add +4.5% | 0.53% | −0.01 |
| BSJP Invesco Bulletshares 2025 HY | Add +4.4% | 0.53% | −0.02 |
| BSCT Invesco Bulletshares 2029 CB | Add +2.4% | 1.06% | −0.04 |
| BSCS Invesco Bulletshares 2028 CB | Add +2.4% | 1.06% | −0.04 |
| BSCR Invesco Bulletshares 2027 CB | Add +0.9% | 1.10% | −0.07 |
| BSCQ Invesco Bulletshares 2026 CB | Add +0.1% | 1.11% | −0.08 |
| AAPL Apple Inc. | Add +10.4% | 4.55% | −0.24 |
| NEE Nextera Energy Inc. | Add +2.0% | 3.73% | −0.29 |
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 |