S.E.E.D. Planning Group LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 9, 2026), S.E.E.D. Planning Group LLC reported 86 stock positions worth $350.9 million. Its top holding was Alphabet Class A (GOOGL) at 5.3% of the portfolio, followed by Apple (AAPL, 5.2%) and Amazon.com (AMZN, 4.8%). Compared with Q3 2025, it opened 7 new positions, sold out of 6, added to 23 and reduced 43. The biggest buy was US Bancorp (USB, shares +3%) and the biggest sale an exit from Invesco Bulletshares 2025 HY (BSJP).
- Most Recent 13F
- Q2 2026
- Location
- BINGHAMTON, NY
- CIK
- 0001765515
- Portfolio Value
- $350.9M (Q4 2025)
- SEC Filing
- 0001765515-26-000001 ↗ filed Jan 9, 2026
Holdings Value
Holdings 86 stocks · $350.9M
| GOOGL Alphabet Inc. Class A | 5.31% | 59,541 | $18.6M | Reduce -8.1% |
| AAPL Apple Inc. | 5.25% | 67,740 | $18.4M | Reduce -1.4% |
| AMZN Amazon.com Inc. | 4.83% | 73,429 | $16.9M | Add +0.3% |
| MOAT Vaneck Morningstar Wide Moat | 4.61% | 156,113 | $16.2M | Add +1.7% |
| TMO Thermo Fisher Scientific Inc. | 4.33% | 26,207 | $15.2M | Reduce -4.5% |
| A Agilent Technologies Inc. | 3.93% | 101,339 | $13.8M | Reduce -2.3% |
| NEE Nextera Energy Inc. | 3.88% | 169,450 | $13.6M | Reduce -2.5% |
| MSFT Microsoft Corp. | 3.65% | 26,498 | $12.8M | Add +2.1% |
| META Meta Platforms Inc. Class A | 3.59% | 19,093 | $12.6M | Add +6.5% |
| CTVA Corteva Inc. | 3.54% | 185,508 | $12.4M | Add +6.9% |
| LIN Linde PLC | 3.32% | 27,341 | $11.7M | Add +8.9% |
| VLO Valero Energy Corp. | 3.27% | 70,396 | $11.5M | Reduce -2.6% |
| USB US Bancorp | 3.24% | 212,860 | $11.4M | Add +2.5% |
| ADP Automatic Data Processing | 3.21% | 43,757 | $11.3M | Add +8.0% |
| LMT Lockheed Martin Corp. | 3.13% | 22,720 | $11.0M | Add +2.6% |
| CBRE CBRE Group Inc. Class A | 3.01% | 65,698 | $10.6M | Reduce -1.4% |
| ENB Enbridge Inc. | 2.92% | 214,491 | $10.3M | Reduce -1.1% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 2.59% | 86,854 | $9.1M | Reduce -2.6% |
| LOW Lowe's Cos Inc. | 2.29% | 33,380 | $8.0M | Add +9.5% |
| MA Mastercard Inc. Class A | 1.82% | 11,183 | $6.4M | Reduce -1.1% |
| COST Costco Wholesale Corp. | 1.76% | 7,169 | $6.2M | Reduce -0.8% |
| CL Colgate-Palmolive Co. | 1.50% | 66,397 | $5.2M | Add +13.7% |
| AMT American Tower Corp. | 1.41% | 28,253 | $5.0M | Add +4.0% |
| HD Home Depot Inc. | 1.37% | 14,008 | $4.8M | Reduce -1.0% |
| V Visa Inc. Class A | 1.29% | 12,889 | $4.5M | Reduce -1.1% |
| PEP Pepsico Inc. | 1.05% | 25,789 | $3.7M | Add +2.9% |
| EQIX Equinix Inc. | 1.02% | 4,650 | $3.6M | Add +11.1% |
| BSCR Invesco Bulletshares 2027 CB | 1.00% | 177,184 | $3.5M | Reduce -3.6% |
| BSCQ Invesco Bulletshares 2026 CB | 0.99% | 176,573 | $3.5M | Reduce -5.5% |
| BSCS Invesco Bulletshares 2028 CB | 0.98% | 166,925 | $3.4M | Reduce -2.3% |
| JPM JPMorgan Chase & Co. | 0.97% | 10,521 | $3.4M | Reduce -2.4% |
| BSCT Invesco Bulletshares 2029 CB | 0.96% | 178,535 | $3.4M | Reduce -4.6% |
| CSGP Costar Group Inc. | 0.90% | 46,966 | $3.2M | Add +5.0% |
| SPGI S&P Global Inc. | 0.82% | 5,531 | $2.9M | Add +24.9% |
| AMAT Applied Materials Inc. | 0.71% | 9,641 | $2.5M | Reduce -10.6% |
| SCHX Schwab US Large-Cap ETF | 0.69% | 90,228 | $2.4M | Reduce -0.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.67% | 6,977 | $2.3M | Reduce -10.4% |
| LNG Cheniere Energy Inc. | 0.65% | 11,754 | $2.3M | Add +112.5% |
| RTX RTX Corp. | 0.61% | 11,613 | $2.1M | Reduce -2.1% |
| XOM Exxon Mobil Corp. | 0.60% | 17,491 | $2.1M | Add +3.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.59% | 7,011 | $2.1M | Reduce -4.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.55% | 3,847 | $1.9M | Reduce -0.2% |
| SO The Southern Co. | 0.54% | 21,899 | $1.9M | Reduce -5.3% |
| ACN Accenture PLC Class A | 0.50% | 6,543 | $1.8M | Add +20.0% |
| BSJQ Invesco Bulletshares 2026 HY | 0.48% | 71,999 | $1.7M | Reduce -5.2% |
| BSJR Invesco Bulletshares 2027 HY | 0.48% | 74,122 | $1.7M | Reduce -8.3% |
| BSJS Invesco Bulletshares 2028 HY | 0.48% | 76,015 | $1.7M | Reduce -1.4% |
| WMT Walmart Inc. | 0.29% | 9,237 | $1.0M | Reduce -1.2% |
| IWF iShares Russell 1000 Growth | 0.27% | 2,036 | $964K | No change |
| ECL Ecolab Inc. | 0.27% | 3,644 | $957K | Reduce -6.2% |
| NOC Northrop Grumman Corp. | 0.27% | 1,640 | $935K | Add +6.9% |
| IJH iShares Core S&P Midcap ETF | 0.25% | 13,460 | $888K | Reduce -0.7% |
| WTW Willis Towers Watson PLC | 0.22% | 2,334 | $767K | No change |
| IJR iShares Core S&P Small-Cap E | 0.19% | 5,660 | $680K | Reduce -2.2% |
| KO The Coca-Cola Co. | 0.18% | 9,234 | $646K | Add +84.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.16% | 5,019 | $571K | Reduce -1.0% |
| CDNS Cadence Design SYS Inc. | 0.16% | 1,772 | $554K | No change |
| AVGO Broadcom Inc. | 0.14% | 1,419 | $491K | New |
| COP Conocophillips | 0.12% | 4,637 | $434K | New |
| NVDA Nvidia Corp. | 0.12% | 2,238 | $417K | Reduce -0.3% |
| ARQT Arcutis Biotherapeutics Inc. | 0.11% | 13,000 | $378K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.11% | 2,687 | $374K | Reduce -4.4% |
| GLW Corning Inc. | 0.10% | 4,072 | $357K | Reduce -0.1% |
| DGRO iShares Core Dividend Growth | 0.10% | 5,118 | $355K | No change |
| IWD iShares Russell 1000 Value E | 0.10% | 1,649 | $347K | No change |
| XYL Xylem Inc. | 0.10% | 2,546 | $347K | Reduce -0.7% |
| ORCL Oracle Corp. | 0.10% | 1,752 | $341K | Reduce -0.6% |
| ROK Rockwell Automation Inc. | 0.09% | 850 | $331K | Reduce -2.1% |
| BCS Barclays PLC-Spons ADR | 0.09% | 12,500 | $318K | No change |
| SBUX Starbucks Corp. | 0.09% | 3,722 | $313K | Reduce -7.6% |
| PG The Procter & Gamble Co. | 0.09% | 2,124 | $304K | Reduce -17.9% |
| VISN Vistance Networks Inc. filed as COMMSCOPE HLDG CO INC | 0.08% | 15,000 | $272K | No change |
| KLAC KLA Corp. | 0.08% | 221 | $268K | New |
| SLV iShares Silver Trust | 0.07% | 4,005 | $258K | New |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.07% | 5,921 | $254K | Add +9.9% |
| CLS Celestica Inc. | 0.07% | 833 | $246K | No change |
| GILD Gilead Sciences Inc. | 0.07% | 2,000 | $245K | No change |
| APH Amphenol Corp. Class A | 0.07% | 1,712 | $231K | No change |
| TIGO Millicom Intl Cellular S.A. | 0.06% | 4,000 | $222K | New |
| CCL Carnival Corp. | 0.06% | 7,002 | $214K | No change |
| RACE Ferrari NV | 0.06% | 576 | $213K | New |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.06% | 3,290 | $211K | New |
| QS Quantumscape Corp. | 0.06% | 20,000 | $208K | Reduce -50.0% |
| SCHD Schwab US DVD Equity ETF | 0.06% | 7,500 | $206K | No change |
| GD General Dynamics Corp. | 0.06% | 601 | $202K | Reduce -9.3% |
| EXC Exelon Corp. | 0.06% | 4,600 | $201K | Add +1.1% |
Portfolio Sells Q3 2025 → Q4 2025
| BSJP Invesco Bulletshares 2025 HY | Sold out | 0.00% | −0.52 |
| VLO Valero Energy Corp. | Reduce -2.6% | 3.27% | −0.32 |
| HD Home Depot Inc. | Reduce -1.0% | 1.37% | −0.30 |
| ENB Enbridge Inc. | Reduce -1.1% | 2.92% | −0.26 |
| COST Costco Wholesale Corp. | Reduce -0.8% | 1.76% | −0.19 |
| SO The Southern Co. | Reduce -5.3% | 0.54% | −0.09 |
| QS Quantumscape Corp. | Reduce -50.0% | 0.06% | −0.08 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -5.5% | 0.99% | −0.08 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.08 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -10.4% | 0.67% | −0.08 |
| ECO Okeanis Eco Tankers Corp. | Sold out | 0.00% | −0.07 |
| BSCT Invesco Bulletshares 2029 CB | Reduce -4.6% | 0.96% | −0.07 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.07 |
| SYF Synchrony Financial | Sold out | 0.00% | −0.07 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.06 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -3.6% | 1.00% | −0.06 |
| BSJR Invesco Bulletshares 2027 HY | Reduce -8.3% | 0.48% | −0.06 |
| MA Mastercard Inc. Class A | Reduce -1.1% | 1.82% | −0.05 |
| CBRE CBRE Group Inc. Class A | Reduce -1.4% | 3.01% | −0.05 |
| ORCL Oracle Corp. | Reduce -0.6% | 0.10% | −0.05 |
| BSCS Invesco Bulletshares 2028 CB | Reduce -2.3% | 0.98% | −0.04 |
| BSJQ Invesco Bulletshares 2026 HY | Reduce -5.2% | 0.48% | −0.04 |
| ECL Ecolab Inc. | Reduce -6.2% | 0.27% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -17.9% | 0.09% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -2.4% | 0.97% | −0.02 |
| BSJS Invesco Bulletshares 2028 HY | Reduce -1.4% | 0.48% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.2% | 0.55% | −0.01 |
| XYL Xylem Inc. | Reduce -0.7% | 0.10% | −0.01 |
| SBUX Starbucks Corp. | Reduce -7.6% | 0.09% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -4.2% | 0.59% | −0.01 |
| GD General Dynamics Corp. | Reduce -9.3% | 0.06% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -4.4% | 0.11% | −0.01 |
| V Visa Inc. Class A | Reduce -1.1% | 1.29% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.9% | 0.69% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.2% | 0.19% | −0.01 |
| DIS The Walt Disney Co. | Reduce -1.0% | 0.16% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.7% | 0.25% | −0.00 |
| NVDA Nvidia Corp. | Reduce -0.3% | 0.12% | −0.00 |
| GLW Corning Inc. | Reduce -0.1% | 0.10% | +0.00 |
| ROK Rockwell Automation Inc. | Reduce -2.1% | 0.09% | +0.01 |
| WMT Walmart Inc. | Reduce -1.2% | 0.29% | +0.01 |
| RTX RTX Corp. | Reduce -2.1% | 0.61% | +0.03 |
| A Agilent Technologies Inc. | Reduce -2.3% | 3.93% | +0.05 |
| NEE Nextera Energy Inc. | Reduce -2.5% | 3.88% | +0.05 |
| AMAT Applied Materials Inc. | Reduce -10.6% | 0.71% | +0.06 |
| AAPL Apple Inc. | Reduce -1.4% | 5.25% | +0.15 |
| EL Estee Lauder Companies Class A | Reduce -2.6% | 2.59% | +0.30 |
| TMO Thermo Fisher Scientific Inc. | Reduce -4.5% | 4.33% | +0.45 |
| GOOGL Alphabet Inc. Class A | Reduce -8.1% | 5.31% | +0.72 |
Portfolio Buys Q3 2025 → Q4 2025
| USB US Bancorp | Add +2.5% | 3.24% | +0.31 |
| LNG Cheniere Energy Inc. | Add +112.5% | 0.65% | +0.27 |
| SPGI S&P Global Inc. | Add +24.9% | 0.82% | +0.20 |
| MOAT Vaneck Morningstar Wide Moat | Add +1.7% | 4.61% | +0.17 |
| AMZN Amazon.com Inc. | Add +0.3% | 4.83% | +0.15 |
| AVGO Broadcom Inc. | New | 0.14% | +0.14 |
| CL Colgate-Palmolive Co. | Add +13.7% | 1.50% | +0.13 |
| COP Conocophillips | New | 0.12% | +0.12 |
| CTVA Corteva Inc. | Add +6.9% | 3.54% | +0.12 |
| ACN Accenture PLC Class A | Add +20.0% | 0.50% | +0.11 |
| KO The Coca-Cola Co. | Add +84.3% | 0.18% | +0.09 |
| KLAC KLA Corp. | New | 0.08% | +0.08 |
| SLV iShares Silver Trust | New | 0.07% | +0.07 |
| TIGO Millicom Intl Cellular S.A. | New | 0.06% | +0.06 |
| LOW Lowe's Cos Inc. | Add +9.5% | 2.29% | +0.06 |
| RACE Ferrari NV | New | 0.06% | +0.06 |
| BUD Anheuser-Busch Inbev-SPN ADR | New | 0.06% | +0.06 |
| EQIX Equinix Inc. | Add +11.1% | 1.02% | +0.06 |
| XOM Exxon Mobil Corp. | Add +3.0% | 0.60% | +0.04 |
| PEP Pepsico Inc. | Add +2.9% | 1.05% | +0.03 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +9.9% | 0.07% | +0.00 |
| EXC Exelon Corp. | Add +1.1% | 0.06% | −0.00 |
| NOC Northrop Grumman Corp. | Add +6.9% | 0.27% | −0.01 |
| LMT Lockheed Martin Corp. | Add +2.6% | 3.13% | −0.09 |
| AMT American Tower Corp. | Add +4.0% | 1.41% | −0.11 |
| LIN Linde PLC | Add +8.9% | 3.32% | −0.15 |
| CSGP Costar Group Inc. | Add +5.0% | 0.90% | −0.20 |
| META Meta Platforms Inc. Class A | Add +6.5% | 3.59% | −0.24 |
| ADP Automatic Data Processing | Add +8.0% | 3.21% | −0.26 |
| MSFT Microsoft Corp. | Add +2.1% | 3.65% | −0.27 |
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 |