S.E.E.D. Planning Group LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 14, 2025), S.E.E.D. Planning Group LLC reported 85 stock positions worth $343.1 million. Its top holding was Apple (AAPL) at 5.1% of the portfolio, followed by Amazon.com (AMZN, 4.7%) and Alphabet Class A (GOOGL, 4.6%). Compared with Q2 2025, it opened 17 new positions, sold out of 3, added to 31 and reduced 34. The biggest buy was Linde (LIN, shares +76%) and the biggest sale Ecolab (ECL, shares −72%).
- Most Recent 13F
- Q2 2026
- Location
- BINGHAMTON, NY
- CIK
- 0001765515
- Portfolio Value
- $343.1M (Q3 2025)
- SEC Filing
- 0001765515-25-000008 ↗ filed Oct 14, 2025
Holdings Value
Holdings 85 stocks · $343.1M
| AAPL Apple Inc. | 5.10% | 68,703 | $17.5M | Reduce -3.0% |
| AMZN Amazon.com Inc. | 4.69% | 73,219 | $16.1M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 4.59% | 64,789 | $15.8M | Reduce -10.6% |
| MOAT Vaneck Morningstar Wide Moat | 4.43% | 153,542 | $15.2M | Add +6.6% |
| MSFT Microsoft Corp. | 3.92% | 25,964 | $13.4M | Reduce -0.5% |
| TMO Thermo Fisher Scientific Inc. | 3.88% | 27,455 | $13.3M | Reduce -2.8% |
| A Agilent Technologies Inc. | 3.88% | 103,720 | $13.3M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 3.84% | 17,919 | $13.2M | Reduce -3.0% |
| NEE Nextera Energy Inc. | 3.82% | 173,734 | $13.1M | Add +1.4% |
| VLO Valero Energy Corp. | 3.59% | 72,306 | $12.3M | Reduce -11.1% |
| LIN Linde PLC | 3.48% | 25,107 | $11.9M | Add +76.1% |
| ADP Automatic Data Processing | 3.47% | 40,535 | $11.9M | Add +12.0% |
| CTVA Corteva Inc. | 3.42% | 173,570 | $11.7M | Add +5.6% |
| LMT Lockheed Martin Corp. | 3.22% | 22,152 | $11.1M | Add +8.1% |
| ENB Enbridge Inc. | 3.19% | 216,786 | $10.9M | Reduce -3.8% |
| CBRE CBRE Group Inc. Class A | 3.06% | 66,651 | $10.5M | Reduce -6.8% |
| USB US Bancorp | 2.92% | 207,669 | $10.0M | Reduce -2.6% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 2.29% | 89,180 | $7.9M | Reduce -19.1% |
| LOW Lowe's Cos Inc. | 2.23% | 30,475 | $7.7M | Add +2.7% |
| COST Costco Wholesale Corp. | 1.95% | 7,229 | $6.7M | Reduce -2.9% |
| MA Mastercard Inc. Class A | 1.87% | 11,307 | $6.4M | Reduce -3.2% |
| HD Home Depot Inc. | 1.67% | 14,147 | $5.7M | Reduce -6.4% |
| AMT American Tower Corp. | 1.52% | 27,154 | $5.2M | Add +3.1% |
| CL Colgate-Palmolive Co. | 1.36% | 58,408 | $4.7M | Add +39.1% |
| V Visa Inc. Class A | 1.30% | 13,026 | $4.4M | Reduce -4.6% |
| CSGP Costar Group Inc. | 1.10% | 44,733 | $3.8M | Reduce -3.5% |
| BSCQ Invesco Bulletshares 2026 CB | 1.06% | 186,817 | $3.7M | Add +3.2% |
| BSCR Invesco Bulletshares 2027 CB | 1.06% | 183,742 | $3.6M | Add +3.1% |
| PEP Pepsico Inc. | 1.03% | 25,066 | $3.5M | Add +6.8% |
| BSCT Invesco Bulletshares 2029 CB | 1.03% | 187,116 | $3.5M | Add +3.0% |
| BSCS Invesco Bulletshares 2028 CB | 1.02% | 170,914 | $3.5M | Add +3.3% |
| JPM JPMorgan Chase & Co. | 0.99% | 10,775 | $3.4M | Reduce -4.1% |
| EQIX Equinix Inc. | 0.96% | 4,186 | $3.3M | Add +29.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.74% | 7,788 | $2.6M | No change |
| SCHX Schwab US Large-Cap ETF | 0.70% | 91,030 | $2.4M | Reduce -3.3% |
| AMAT Applied Materials Inc. | 0.64% | 10,787 | $2.2M | Reduce -4.4% |
| SO The Southern Co. | 0.64% | 23,113 | $2.2M | Reduce -2.7% |
| SPGI S&P Global Inc. | 0.63% | 4,428 | $2.2M | Add +62.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.60% | 7,315 | $2.1M | Reduce -0.4% |
| RTX RTX Corp. | 0.58% | 11,860 | $2.0M | Reduce -1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.56% | 3,856 | $1.9M | Reduce -1.0% |
| XOM Exxon Mobil Corp. | 0.56% | 16,977 | $1.9M | Add +67.7% |
| BSJR Invesco Bulletshares 2027 HY | 0.54% | 80,845 | $1.8M | Add +4.3% |
| BSJQ Invesco Bulletshares 2026 HY | 0.52% | 75,933 | $1.8M | Add +4.3% |
| BSJP Invesco Bulletshares 2025 HY | 0.52% | 76,992 | $1.8M | Add +4.8% |
| BSJS Invesco Bulletshares 2028 HY | 0.50% | 77,133 | $1.7M | Add +3.4% |
| ACN Accenture PLC Class A | 0.39% | 5,452 | $1.3M | Add +13.2% |
| LNG Cheniere Energy Inc. | 0.38% | 5,530 | $1.3M | Add +0.7% |
| ECL Ecolab Inc. | 0.31% | 3,885 | $1.1M | Reduce -71.6% |
| WMT Walmart Inc. | 0.28% | 9,348 | $963K | Reduce -3.3% |
| IWF iShares Russell 1000 Growth | 0.28% | 2,036 | $954K | Add +11.8% |
| NOC Northrop Grumman Corp. | 0.27% | 1,534 | $935K | Add +0.4% |
| IJH iShares Core S&P Midcap ETF | 0.26% | 13,552 | $884K | Add +1.1% |
| WTW Willis Towers Watson PLC | 0.23% | 2,334 | $806K | Reduce -1.4% |
| IJR iShares Core S&P Small-Cap E | 0.20% | 5,785 | $687K | Add +3.2% |
| CDNS Cadence Design SYS Inc. | 0.18% | 1,772 | $622K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.17% | 5,069 | $580K | Add +0.3% |
| ORCL Oracle Corp. | 0.14% | 1,762 | $496K | Reduce -1.5% |
| QS Quantumscape Corp. | 0.14% | 40,000 | $493K | New |
| NVDA Nvidia Corp. | 0.12% | 2,245 | $419K | Reduce -47.5% |
| PG The Procter & Gamble Co. | 0.12% | 2,588 | $398K | Add +6.5% |
| SDY SS SPDR S&P Dividend ETF | 0.11% | 2,810 | $394K | Add +4.6% |
| XYL Xylem Inc. | 0.11% | 2,563 | $378K | Reduce -26.9% |
| DGRO iShares Core Dividend Growth | 0.10% | 5,118 | $348K | New |
| SBUX Starbucks Corp. | 0.10% | 4,030 | $341K | Reduce -23.9% |
| IWD iShares Russell 1000 Value E | 0.10% | 1,649 | $336K | No change |
| GLW Corning Inc. | 0.10% | 4,075 | $334K | Add +0.5% |
| KO The Coca-Cola Co. | 0.10% | 5,010 | $332K | New |
| ROK Rockwell Automation Inc. | 0.09% | 868 | $303K | Reduce -53.3% |
| APD Air Products & Chemicals Inc. | 0.08% | 1,003 | $274K | Reduce -88.2% |
| BCS Barclays PLC-Spons ADR | 0.08% | 12,500 | $258K | New |
| ARQT Arcutis Biotherapeutics Inc. | 0.07% | 13,000 | $245K | New |
| ECO Okeanis Eco Tankers Corp. | 0.07% | 8,000 | $234K | New |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.07% | 5,388 | $233K | New |
| VISN Vistance Networks Inc. filed as COMMSCOPE HLDG CO INC | 0.07% | 15,000 | $232K | New |
| VOO Vanguard S&P 500 ETF | 0.07% | 378 | $231K | New |
| SYF Synchrony Financial | 0.07% | 3,200 | $227K | New |
| GD General Dynamics Corp. | 0.07% | 663 | $226K | Reduce -10.8% |
| GILD Gilead Sciences Inc. | 0.06% | 2,000 | $222K | New |
| APH Amphenol Corp. Class A | 0.06% | 1,712 | $212K | New |
| CMG Chipotle Mexican Grill Inc. | 0.06% | 5,382 | $211K | New |
| CLS Celestica Inc. | 0.06% | 833 | $205K | New |
| EXC Exelon Corp. | 0.06% | 4,550 | $205K | New |
| SCHD Schwab US DVD Equity ETF | 0.06% | 7,500 | $205K | New |
| CCL Carnival Corp. | 0.06% | 7,002 | $202K | New |
Portfolio Sells Q2 2025 → Q3 2025
| ECL Ecolab Inc. | Reduce -71.6% | 0.31% | −0.84 |
| APD Air Products & Chemicals Inc. | Reduce -88.2% | 0.08% | −0.67 |
| EL Estee Lauder Companies Class A | Reduce -19.1% | 2.29% | −0.50 |
| META Meta Platforms Inc. Class A | Reduce -3.0% | 3.84% | −0.44 |
| AMZN Amazon.com Inc. | Reduce -0.3% | 4.69% | −0.37 |
| COST Costco Wholesale Corp. | Reduce -2.9% | 1.95% | −0.36 |
| V Visa Inc. Class A | Reduce -4.6% | 1.30% | −0.22 |
| MA Mastercard Inc. Class A | Reduce -3.2% | 1.87% | −0.18 |
| MSFT Microsoft Corp. | Reduce -0.5% | 3.92% | −0.15 |
| ROK Rockwell Automation Inc. | Reduce -53.3% | 0.09% | −0.10 |
| USB US Bancorp | Reduce -2.6% | 2.92% | −0.10 |
| NVDA Nvidia Corp. | Reduce -47.5% | 0.12% | −0.09 |
| CBRE CBRE Group Inc. Class A | Reduce -6.8% | 3.06% | −0.08 |
| IBM Intl Business Machines Corp. | Reduce -0.4% | 0.60% | −0.08 |
| BUD Anheuser-Busch Inbev-SPN ADR | Sold out | 0.00% | −0.07 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.07 |
| CSGP Costar Group Inc. | Reduce -3.5% | 1.10% | −0.07 |
| HD Home Depot Inc. | Reduce -6.4% | 1.67% | −0.07 |
| RACE Ferrari NV | Sold out | 0.00% | −0.07 |
| SBUX Starbucks Corp. | Reduce -23.9% | 0.10% | −0.05 |
| SO The Southern Co. | Reduce -2.7% | 0.64% | −0.05 |
| XYL Xylem Inc. | Reduce -26.9% | 0.11% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -4.1% | 0.99% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.0% | 0.56% | −0.03 |
| SCHX Schwab US Large-Cap ETF | Reduce -3.3% | 0.70% | −0.02 |
| WMT Walmart Inc. | Reduce -3.3% | 0.28% | −0.02 |
| ENB Enbridge Inc. | Reduce -3.8% | 3.19% | −0.01 |
| AMAT Applied Materials Inc. | Reduce -4.4% | 0.64% | −0.00 |
| GD General Dynamics Corp. | Reduce -10.8% | 0.07% | −0.00 |
| WTW Willis Towers Watson PLC | Reduce -1.4% | 0.23% | +0.01 |
| ORCL Oracle Corp. | Reduce -1.5% | 0.14% | +0.02 |
| RTX RTX Corp. | Reduce -1.3% | 0.58% | +0.03 |
| A Agilent Technologies Inc. | Reduce -0.1% | 3.88% | +0.04 |
| VLO Valero Energy Corp. | Reduce -11.1% | 3.59% | +0.16 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.8% | 3.88% | +0.29 |
| AAPL Apple Inc. | Reduce -3.0% | 5.10% | +0.55 |
| GOOGL Alphabet Inc. Class A | Reduce -10.6% | 4.59% | +0.59 |
Portfolio Buys Q2 2025 → Q3 2025
| LIN Linde PLC | Add +76.1% | 3.48% | +1.38 |
| LMT Lockheed Martin Corp. | Add +8.1% | 3.22% | +0.25 |
| XOM Exxon Mobil Corp. | Add +67.7% | 0.56% | +0.22 |
| MOAT Vaneck Morningstar Wide Moat | Add +6.6% | 4.43% | +0.20 |
| SPGI S&P Global Inc. | Add +62.7% | 0.63% | +0.18 |
| LOW Lowe's Cos Inc. | Add +2.7% | 2.23% | +0.17 |
| CL Colgate-Palmolive Co. | Add +39.1% | 1.36% | +0.16 |
| EQIX Equinix Inc. | Add +29.1% | 0.96% | +0.15 |
| QS Quantumscape Corp. | New | 0.14% | +0.14 |
| DGRO iShares Core Dividend Growth | New | 0.10% | +0.10 |
| KO The Coca-Cola Co. | New | 0.10% | +0.10 |
| NEE Nextera Energy Inc. | Add +1.4% | 3.82% | +0.10 |
| BCS Barclays PLC-Spons ADR | New | 0.08% | +0.08 |
| ARQT Arcutis Biotherapeutics Inc. | New | 0.07% | +0.07 |
| ECO Okeanis Eco Tankers Corp. | New | 0.07% | +0.07 |
| SHYG iShares 0-5 YR HY Corp. Bond | New | 0.07% | +0.07 |
| VISN Vistance Networks Inc. | New | 0.07% | +0.07 |
| VOO Vanguard S&P 500 ETF | New | 0.07% | +0.07 |
| SYF Synchrony Financial | New | 0.07% | +0.07 |
| GILD Gilead Sciences Inc. | New | 0.06% | +0.06 |
| APH Amphenol Corp. Class A | New | 0.06% | +0.06 |
| CMG Chipotle Mexican Grill Inc. | New | 0.06% | +0.06 |
| CLS Celestica Inc. | New | 0.06% | +0.06 |
| EXC Exelon Corp. | New | 0.06% | +0.06 |
| SCHD Schwab US DVD Equity ETF | New | 0.06% | +0.06 |
| CCL Carnival Corp. | New | 0.06% | +0.06 |
| PEP Pepsico Inc. | Add +6.8% | 1.03% | +0.05 |
| IWF iShares Russell 1000 Growth | Add +11.8% | 0.28% | +0.04 |
| NOC Northrop Grumman Corp. | Add +0.4% | 0.27% | +0.03 |
| GLW Corning Inc. | Add +0.5% | 0.10% | +0.03 |
| IJR iShares Core S&P Small-Cap E | Add +3.2% | 0.20% | +0.01 |
| SDY SS SPDR S&P Dividend ETF | Add +4.6% | 0.11% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +1.1% | 0.26% | −0.00 |
| PG The Procter & Gamble Co. | Add +6.5% | 0.12% | −0.01 |
| BSJP Invesco Bulletshares 2025 HY | Add +4.8% | 0.52% | −0.01 |
| BSJQ Invesco Bulletshares 2026 HY | Add +4.3% | 0.52% | −0.01 |
| BSJR Invesco Bulletshares 2027 HY | Add +4.3% | 0.54% | −0.02 |
| BSJS Invesco Bulletshares 2028 HY | Add +3.4% | 0.50% | −0.02 |
| DIS The Walt Disney Co. | Add +0.3% | 0.17% | −0.03 |
| ADP Automatic Data Processing | Add +12.0% | 3.47% | −0.03 |
| BSCS Invesco Bulletshares 2028 CB | Add +3.3% | 1.02% | −0.04 |
| BSCT Invesco Bulletshares 2029 CB | Add +3.0% | 1.03% | −0.04 |
| LNG Cheniere Energy Inc. | Add +0.7% | 0.38% | −0.04 |
| BSCR Invesco Bulletshares 2027 CB | Add +3.1% | 1.06% | −0.04 |
| BSCQ Invesco Bulletshares 2026 CB | Add +3.2% | 1.06% | −0.04 |
| ACN Accenture PLC Class A | Add +13.2% | 0.39% | −0.06 |
| AMT American Tower Corp. | Add +3.1% | 1.52% | −0.30 |
| CTVA Corteva Inc. | Add +5.6% | 3.42% | −0.42 |
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 |