S.E.E.D. Planning Group LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 23, 2026), S.E.E.D. Planning Group LLC reported 89 stock positions worth $344.3 million. Its top holding was Amazon.com (AMZN) at 4.8% of the portfolio, followed by Apple (AAPL, 4.7%) and Alphabet Class A (GOOGL, 4.1%). Compared with Q4 2025, it opened 14 new positions, sold out of 11, added to 32 and reduced 34. The biggest buy was a new position in Sherwin-Williams (SHW) and the biggest sale Vaneck Morningstar Wide Moat (MOAT, shares −90%).
- Most Recent 13F
- Q2 2026
- Location
- BINGHAMTON, NY
- CIK
- 0001765515
- Portfolio Value
- $344.3M (Q1 2026)
- SEC Filing
- 0001765515-26-000003 ↗ filed Apr 23, 2026
Holdings Value
Holdings 89 stocks · $344.3M
| AMZN Amazon.com Inc. | 4.77% | 78,938 | $16.4M | Add +7.5% |
| AAPL Apple Inc. | 4.69% | 63,667 | $16.2M | Reduce -6.0% |
| GOOGL Alphabet Inc. Class A | 4.12% | 49,286 | $14.2M | Reduce -17.2% |
| NEE Nextera Energy Inc. | 4.01% | 148,628 | $13.8M | Reduce -12.3% |
| LIN Linde PLC | 3.88% | 26,961 | $13.4M | Reduce -1.4% |
| CBRE CBRE Group Inc. Class A | 3.88% | 98,649 | $13.4M | Add +50.2% |
| META Meta Platforms Inc. Class A | 3.88% | 23,335 | $13.4M | Add +22.2% |
| SHW The Sherwin-Williams Co. | 3.82% | 41,063 | $13.2M | New |
| TMO Thermo Fisher Scientific Inc. | 3.69% | 25,830 | $12.7M | Reduce -1.4% |
| A Agilent Technologies Inc. | 3.66% | 110,672 | $12.6M | Add +9.2% |
| MSFT Microsoft Corp. | 3.60% | 33,499 | $12.4M | Add +26.4% |
| COST Costco Wholesale Corp. | 3.56% | 12,308 | $12.3M | Add +71.7% |
| ROL Rollins Inc. | 3.53% | 227,587 | $12.2M | New |
| VLO Valero Energy Corp. | 3.31% | 46,171 | $11.4M | Reduce -34.4% |
| ADP Automatic Data Processing | 3.13% | 52,963 | $10.8M | Add +21.0% |
| ENB Enbridge Inc. | 3.05% | 193,752 | $10.5M | Reduce -9.7% |
| LMT Lockheed Martin Corp. | 3.00% | 17,075 | $10.3M | Reduce -24.9% |
| USB US Bancorp | 2.86% | 189,565 | $9.9M | Reduce -10.9% |
| CSGP Costar Group Inc. | 2.57% | 219,089 | $8.8M | Add +366.5% |
| LOW Lowe's Cos Inc. | 2.20% | 32,106 | $7.6M | Reduce -3.8% |
| MA Mastercard Inc. Class A | 1.84% | 12,658 | $6.3M | Add +13.2% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 1.51% | 72,214 | $5.2M | Reduce -16.9% |
| HD Home Depot Inc. | 1.45% | 15,209 | $5.0M | Add +8.6% |
| PEP Pepsico Inc. | 1.32% | 29,190 | $4.5M | Add +13.2% |
| V Visa Inc. Class A | 1.27% | 14,416 | $4.4M | Add +11.8% |
| EQIX Equinix Inc. | 1.22% | 4,273 | $4.2M | Reduce -8.1% |
| BSCR Invesco Bulletshares 2027 CB | 1.03% | 180,894 | $3.6M | Add +2.1% |
| BSCS Invesco Bulletshares 2028 CB | 1.01% | 169,794 | $3.5M | Add +1.7% |
| BSCT Invesco Bulletshares 2029 CB | 0.98% | 181,423 | $3.4M | Add +1.6% |
| BSCU Invesco Bulletshares 2030 CB | 0.98% | 201,966 | $3.4M | New |
| SPGI S&P Global Inc. | 0.86% | 6,974 | $3.0M | Add +26.1% |
| JPM JPMorgan Chase & Co. | 0.86% | 10,019 | $2.9M | Reduce -4.8% |
| LNG Cheniere Energy Inc. | 0.85% | 10,360 | $2.9M | Reduce -11.9% |
| SCHX Schwab US Large-Cap ETF | 0.73% | 98,100 | $2.5M | Add +8.7% |
| RTX RTX Corp. | 0.69% | 12,282 | $2.4M | Add +5.8% |
| AMAT Applied Materials Inc. | 0.68% | 6,856 | $2.3M | Reduce -28.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.68% | 7,275 | $2.3M | Add +4.3% |
| XOM Exxon Mobil Corp. | 0.67% | 13,642 | $2.3M | Reduce -22.0% |
| FAST Fastenal Co. | 0.58% | 43,161 | $2.0M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.53% | 3,844 | $1.8M | Reduce -0.1% |
| BSJQ Invesco Bulletshares 2026 HY | 0.49% | 73,172 | $1.7M | Add +1.6% |
| BSJR Invesco Bulletshares 2027 HY | 0.49% | 75,321 | $1.7M | Add +1.6% |
| BSJS Invesco Bulletshares 2028 HY | 0.49% | 77,528 | $1.7M | Add +2.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.49% | 6,932 | $1.7M | Reduce -1.1% |
| BSJT Invesco Bulletshares 2029 HY | 0.47% | 76,770 | $1.6M | New |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.43% | 21,354 | $1.5M | Add +549.1% |
| MOAT Vaneck Morningstar Wide Moat | 0.43% | 15,310 | $1.5M | Reduce -90.2% |
| ACN Accenture PLC Class A | 0.38% | 6,593 | $1.3M | Add +0.8% |
| WMT Walmart Inc. | 0.34% | 9,537 | $1.2M | Add +3.3% |
| NOC Northrop Grumman Corp. | 0.33% | 1,662 | $1.1M | Add +1.3% |
| IJH iShares Core S&P Midcap ETF | 0.25% | 12,825 | $866K | Reduce -4.7% |
| TSCO Tractor Supply Company | 0.24% | 17,999 | $815K | New |
| IWF iShares Russell 1000 Growth | 0.23% | 1,873 | $799K | Reduce -8.0% |
| ECL Ecolab Inc. | 0.20% | 2,584 | $687K | Reduce -29.1% |
| SYK Stryker Corp. | 0.20% | 2,090 | $687K | New |
| WTW Willis Towers Watson PLC | 0.20% | 2,324 | $676K | Reduce -0.4% |
| IJR iShares Core S&P Small-Cap E | 0.19% | 5,337 | $663K | Reduce -5.7% |
| KO The Coca-Cola Co. | 0.19% | 8,537 | $649K | Reduce -7.5% |
| AVGO Broadcom Inc. | 0.17% | 1,885 | $583K | Add +32.8% |
| PG The Procter & Gamble Co. | 0.16% | 3,734 | $539K | Add +75.8% |
| PGR Progressive Corp. | 0.15% | 2,550 | $505K | New |
| SCHD Schwab US DVD Equity ETF | 0.14% | 16,171 | $496K | Add +115.6% |
| COP Conocophillips | 0.14% | 3,745 | $494K | Reduce -19.2% |
| CDNS Cadence Design SYS Inc. | 0.14% | 1,772 | $492K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.14% | 5,009 | $483K | Reduce -0.2% |
| NVDA Nvidia Corp. | 0.13% | 2,625 | $458K | Add +17.3% |
| ROK Rockwell Automation Inc. | 0.12% | 1,197 | $430K | Add +40.8% |
| SDY SS SPDR S&P Dividend ETF | 0.11% | 2,687 | $392K | No change |
| IWD iShares Russell 1000 Value E | 0.10% | 1,649 | $352K | No change |
| RACE Ferrari NV | 0.10% | 1,007 | $341K | Add +74.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.10% | 7,226 | $332K | New |
| DGRO iShares Core Dividend Growth | 0.09% | 4,377 | $307K | Reduce -14.5% |
| TIGO Millicom Intl Cellular S.A. | 0.09% | 4,000 | $300K | No change |
| GLW Corning Inc. | 0.08% | 2,150 | $292K | Reduce -47.2% |
| GILD Gilead Sciences Inc. | 0.08% | 2,000 | $279K | No change |
| CL Colgate-Palmolive Co. | 0.08% | 3,198 | $273K | Reduce -95.2% |
| BCS Barclays PLC-Spons ADR | 0.08% | 12,500 | $265K | No change |
| XYL Xylem Inc. | 0.07% | 2,151 | $257K | Reduce -15.5% |
| ORCL Oracle Corp. | 0.07% | 1,744 | $257K | Reduce -0.5% |
| SBUX Starbucks Corp. | 0.07% | 2,856 | $256K | Reduce -23.3% |
| HAL Halliburton Co. | 0.07% | 6,500 | $253K | New |
| PYPL PayPal Holdings Inc. | 0.07% | 5,500 | $249K | New |
| JEF Jefferies Financial Group Inc. | 0.07% | 6,000 | $248K | New |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.07% | 5,820 | $246K | Reduce -1.7% |
| CSTM Constellium SE | 0.07% | 9,500 | $234K | New |
| VOO Vanguard S&P 500 ETF | 0.07% | 379 | $226K | New |
| EXC Exelon Corp. | 0.07% | 4,600 | $225K | No change |
| APH Amphenol Corp. Class A | 0.06% | 1,712 | $216K | No change |
| QS Quantumscape Corp. | 0.04% | 20,000 | $128K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| MOAT Vaneck Morningstar Wide Moat | Reduce -90.2% | 0.43% | −4.18 |
| CTVA Corteva Inc. | Sold out | 0.00% | −3.54 |
| CL Colgate-Palmolive Co. | Reduce -95.2% | 0.08% | −1.42 |
| AMT American Tower Corp. | Sold out | 0.00% | −1.41 |
| GOOGL Alphabet Inc. Class A | Reduce -17.2% | 4.12% | −1.20 |
| EL Estee Lauder Companies Class A | Reduce -16.9% | 1.51% | −1.09 |
| BSCQ Invesco Bulletshares 2026 CB | Sold out | 0.00% | −0.99 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.4% | 3.69% | −0.64 |
| AAPL Apple Inc. | Reduce -6.0% | 4.69% | −0.56 |
| SO The Southern Co. | Sold out | 0.00% | −0.54 |
| USB US Bancorp | Reduce -10.9% | 2.86% | −0.37 |
| LMT Lockheed Martin Corp. | Reduce -24.9% | 3.00% | −0.13 |
| JPM JPMorgan Chase & Co. | Reduce -4.8% | 0.86% | −0.11 |
| ARQT Arcutis Biotherapeutics Inc. | Sold out | 0.00% | −0.11 |
| IBM Intl Business Machines Corp. | Reduce -1.1% | 0.49% | −0.10 |
| LOW Lowe's Cos Inc. | Reduce -3.8% | 2.20% | −0.09 |
| VISN Vistance Networks Inc. | Sold out | 0.00% | −0.08 |
| KLAC KLA Corp. | Sold out | 0.00% | −0.08 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.07 |
| ECL Ecolab Inc. | Reduce -29.1% | 0.20% | −0.07 |
| CLS Celestica Inc. | Sold out | 0.00% | −0.07 |
| CCL Carnival Corp. | Sold out | 0.00% | −0.06 |
| GD General Dynamics Corp. | Sold out | 0.00% | −0.06 |
| IWF iShares Russell 1000 Growth | Reduce -8.0% | 0.23% | −0.04 |
| AMAT Applied Materials Inc. | Reduce -28.9% | 0.68% | −0.03 |
| XYL Xylem Inc. | Reduce -15.5% | 0.07% | −0.02 |
| ORCL Oracle Corp. | Reduce -0.5% | 0.07% | −0.02 |
| DIS The Walt Disney Co. | Reduce -0.2% | 0.14% | −0.02 |
| WTW Willis Towers Watson PLC | Reduce -0.4% | 0.20% | −0.02 |
| GLW Corning Inc. | Reduce -47.2% | 0.08% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 0.53% | −0.02 |
| SBUX Starbucks Corp. | Reduce -23.3% | 0.07% | −0.01 |
| DGRO iShares Core Dividend Growth | Reduce -14.5% | 0.09% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -4.7% | 0.25% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -5.7% | 0.19% | −0.00 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -1.7% | 0.07% | −0.00 |
| KO The Coca-Cola Co. | Reduce -7.5% | 0.19% | +0.00 |
| COP Conocophillips | Reduce -19.2% | 0.14% | +0.02 |
| VLO Valero Energy Corp. | Reduce -34.4% | 3.31% | +0.05 |
| XOM Exxon Mobil Corp. | Reduce -22.0% | 0.67% | +0.07 |
| ENB Enbridge Inc. | Reduce -9.7% | 3.05% | +0.12 |
| NEE Nextera Energy Inc. | Reduce -12.3% | 4.01% | +0.13 |
| EQIX Equinix Inc. | Reduce -8.1% | 1.22% | +0.20 |
| LNG Cheniere Energy Inc. | Reduce -11.9% | 0.85% | +0.20 |
| LIN Linde PLC | Reduce -1.4% | 3.88% | +0.56 |
Portfolio Buys Q4 2025 → Q1 2026
| SHW The Sherwin-Williams Co. | New | 3.82% | +3.82 |
| ROL Rollins Inc. | New | 3.53% | +3.53 |
| COST Costco Wholesale Corp. | Add +71.7% | 3.56% | +1.80 |
| CSGP Costar Group Inc. | Add +366.5% | 2.57% | +1.67 |
| BSCU Invesco Bulletshares 2030 CB | New | 0.98% | +0.98 |
| CBRE CBRE Group Inc. Class A | Add +50.2% | 3.88% | +0.87 |
| FAST Fastenal Co. | New | 0.58% | +0.58 |
| BSJT Invesco Bulletshares 2029 HY | New | 0.47% | +0.47 |
| BUD Anheuser-Busch Inbev-SPN ADR | Add +549.1% | 0.43% | +0.37 |
| META Meta Platforms Inc. Class A | Add +22.2% | 3.88% | +0.29 |
| PEP Pepsico Inc. | Add +13.2% | 1.32% | +0.26 |
| TSCO Tractor Supply Company | New | 0.24% | +0.24 |
| SYK Stryker Corp. | New | 0.20% | +0.20 |
| PGR Progressive Corp. | New | 0.15% | +0.15 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 0.10% | +0.10 |
| SCHD Schwab US DVD Equity ETF | Add +115.6% | 0.14% | +0.09 |
| RTX RTX Corp. | Add +5.8% | 0.69% | +0.08 |
| HD Home Depot Inc. | Add +8.6% | 1.45% | +0.08 |
| HAL Halliburton Co. | New | 0.07% | +0.07 |
| PYPL PayPal Holdings Inc. | New | 0.07% | +0.07 |
| JEF Jefferies Financial Group Inc. | New | 0.07% | +0.07 |
| PG The Procter & Gamble Co. | Add +75.8% | 0.16% | +0.07 |
| CSTM Constellium SE | New | 0.07% | +0.07 |
| VOO Vanguard S&P 500 ETF | New | 0.07% | +0.07 |
| NOC Northrop Grumman Corp. | Add +1.3% | 0.33% | +0.06 |
| WMT Walmart Inc. | Add +3.3% | 0.34% | +0.05 |
| SCHX Schwab US Large-Cap ETF | Add +8.7% | 0.73% | +0.04 |
| RACE Ferrari NV | Add +74.8% | 0.10% | +0.04 |
| SPGI S&P Global Inc. | Add +26.1% | 0.86% | +0.04 |
| BSCR Invesco Bulletshares 2027 CB | Add +2.1% | 1.03% | +0.03 |
| ROK Rockwell Automation Inc. | Add +40.8% | 0.12% | +0.03 |
| AVGO Broadcom Inc. | Add +32.8% | 0.17% | +0.03 |
| BSCS Invesco Bulletshares 2028 CB | Add +1.7% | 1.01% | +0.03 |
| BSCT Invesco Bulletshares 2029 CB | Add +1.6% | 0.98% | +0.02 |
| MA Mastercard Inc. Class A | Add +13.2% | 1.84% | +0.02 |
| NVDA Nvidia Corp. | Add +17.3% | 0.13% | +0.01 |
| BSJQ Invesco Bulletshares 2026 HY | Add +1.6% | 0.49% | +0.01 |
| BSJS Invesco Bulletshares 2028 HY | Add +2.0% | 0.49% | +0.01 |
| BSJR Invesco Bulletshares 2027 HY | Add +1.6% | 0.49% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.3% | 0.68% | +0.01 |
| V Visa Inc. Class A | Add +11.8% | 1.27% | −0.02 |
| MSFT Microsoft Corp. | Add +26.4% | 3.60% | −0.05 |
| AMZN Amazon.com Inc. | Add +7.5% | 4.77% | −0.06 |
| ADP Automatic Data Processing | Add +21.0% | 3.13% | −0.08 |
| ACN Accenture PLC Class A | Add +0.8% | 0.38% | −0.12 |
| A Agilent Technologies Inc. | Add +9.2% | 3.66% | −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 |