13F HOLDINGS REPORT
S.E.E.D. Planning Group LLC
Quarter ended Q4 2025 · Filed January 9, 2026 · Accession 0001765515-26-000001
Total Value
$350.9M
Positions
86
Other Managers
0
Confidential Omitted
No
Holdings (86)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 59,541 | $18.6M | 5.31% |
| 2 | APPLE INC | AAPL | 67,740 | $18.4M | 5.25% |
| 3 | AMAZON COM INC | AMZN | 73,429 | $16.9M | 4.83% |
| 4 | VANECK ETF TRUST | 92189F643 | 156,113 | $16.2M | 4.61% |
| 5 | THERMO FISHER SCIENTIFIC INC | TMO | 26,207 | $15.2M | 4.33% |
| 6 | AGILENT TECHNOLOGIES INC | A | 101,339 | $13.8M | 3.93% |
| 7 | NEXTERA ENERGY INC | NEE-PW | 169,450 | $13.6M | 3.88% |
| 8 | MICROSOFT CORP | MSFT | 26,498 | $12.8M | 3.65% |
| 9 | META PLATFORMS INC | META | 19,093 | $12.6M | 3.59% |
| 10 | CORTEVA INC | CTVA | 185,508 | $12.4M | 3.54% |
| 11 | LINDE PLC | LIN | 27,341 | $11.7M | 3.32% |
| 12 | VALERO ENERGY CORP | VLO | 70,396 | $11.5M | 3.27% |
| 13 | US BANCORP DEL | USB-PS | 212,860 | $11.4M | 3.24% |
| 14 | AUTOMATIC DATA PROCESSING IN | ADP | 43,757 | $11.3M | 3.21% |
| 15 | LOCKHEED MARTIN CORP | LMT | 22,720 | $11.0M | 3.13% |
| 16 | CBRE GROUP INC | CBRE | 65,698 | $10.6M | 3.01% |
| 17 | ENBRIDGE INC | ENNPF | 214,491 | $10.3M | 2.92% |
| 18 | LAUDER ESTEE COS INC | 518439104 | 86,854 | $9.1M | 2.59% |
| 19 | LOWES COS INC | 548661107 | 33,380 | $8.0M | 2.29% |
| 20 | MASTERCARD INCORPORATED | MA | 11,183 | $6.4M | 1.82% |
| 21 | COSTCO WHSL CORP NEW | 22160K105 | 7,169 | $6.2M | 1.76% |
| 22 | COLGATE PALMOLIVE CO | CL | 66,397 | $5.2M | 1.50% |
| 23 | AMERICAN TOWER CORP NEW | 03027X100 | 28,253 | $5.0M | 1.41% |
| 24 | HOME DEPOT INC | HD | 14,008 | $4.8M | 1.37% |
| 25 | VISA INC | V | 12,889 | $4.5M | 1.29% |
| 26 | PEPSICO INC | PEP | 25,789 | $3.7M | 1.05% |
| 27 | EQUINIX INC | EQIX | 4,650 | $3.6M | 1.02% |
| 28 | INVESCO EXCH TRD SLF IDX FD | IVZ | 177,184 | $3.5M | 1.00% |
| 29 | INVESCO EXCH TRD SLF IDX FD | IVZ | 176,573 | $3.5M | 0.99% |
| 30 | INVESCO EXCH TRD SLF IDX FD | IVZ | 166,925 | $3.4M | 0.98% |
| 31 | JPMORGAN CHASE & CO. | VYLD | 10,521 | $3.4M | 0.97% |
| 32 | INVESCO EXCH TRD SLF IDX FD | IVZ | 178,535 | $3.4M | 0.96% |
| 33 | COSTAR GROUP INC | CSGP | 46,966 | $3.2M | 0.90% |
| 34 | S&P GLOBAL INC | SPGI | 5,531 | $2.9M | 0.82% |
| 35 | APPLIED MATLS INC | 038222105 | 9,641 | $2.5M | 0.71% |
| 36 | SCHWAB STRATEGIC TR | 808524201 | 90,228 | $2.4M | 0.69% |
| 37 | VANGUARD INDEX FDS | 922908769 | 6,977 | $2.3M | 0.67% |
| 38 | CHENIERE ENERGY INC | LNG | 11,754 | $2.3M | 0.65% |
| 39 | RTX CORPORATION | RTX | 11,613 | $2.1M | 0.61% |
| 40 | EXXON MOBIL CORP | XOM | 17,491 | $2.1M | 0.60% |
| 41 | INTERNATIONAL BUSINESS MACHS | INTR | 7,011 | $2.1M | 0.59% |
| 42 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,847 | $1.9M | 0.55% |
| 43 | SOUTHERN CO | SOMN | 21,899 | $1.9M | 0.54% |
| 44 | ACCENTURE PLC IRELAND | ACN | 6,543 | $1.8M | 0.50% |
| 45 | INVESCO EXCH TRD SLF IDX FD | IVZ | 71,999 | $1.7M | 0.48% |
| 46 | INVESCO EXCH TRD SLF IDX FD | IVZ | 74,122 | $1.7M | 0.48% |
| 47 | INVESCO EXCH TRD SLF IDX FD | IVZ | 76,015 | $1.7M | 0.48% |
| 48 | WALMART INC | WMT | 9,237 | $1.0M | 0.29% |
| 49 | ISHARES TR | 464287614 | 2,036 | $963,639 | 0.27% |
| 50 | ECOLAB INC | ECL | 3,644 | $956,627 | 0.27% |
| 51 | NORTHROP GRUMMAN CORP | NOC | 1,640 | $935,078 | 0.27% |
| 52 | ISHARES TR | 464287507 | 13,460 | $888,378 | 0.25% |
| 53 | WILLIS TOWERS WATSON PLC LTD | WTW | 2,334 | $766,952 | 0.22% |
| 54 | ISHARES TR | 464287804 | 5,660 | $680,178 | 0.19% |
| 55 | COCA COLA CO | KO | 9,234 | $645,549 | 0.18% |
| 56 | DISNEY WALT CO | 254687106 | 5,019 | $571,048 | 0.16% |
| 57 | CADENCE DESIGN SYSTEM INC | CDNS | 1,772 | $553,892 | 0.16% |
| 58 | BROADCOM INC | AVGO | 1,419 | $491,006 | 0.14% |
| 59 | CONOCOPHILLIPS | COP | 4,637 | $434,081 | 0.12% |
| 60 | NVIDIA CORPORATION | NVDA | 2,238 | $417,361 | 0.12% |
| 61 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 13,000 | $377,520 | 0.11% |
| 62 | SPDR SERIES TRUST | 78464A763 | 2,687 | $373,923 | 0.11% |
| 63 | CORNING INC | GLW | 4,072 | $356,547 | 0.10% |
| 64 | ISHARES TR | 46434V621 | 5,118 | $355,292 | 0.10% |
| 65 | ISHARES TR | 464287598 | 1,649 | $346,851 | 0.10% |
| 66 | XYLEM INC | XYL | 2,546 | $346,714 | 0.10% |
| 67 | ORACLE CORP | ORCL-PD | 1,752 | $341,482 | 0.10% |
| 68 | ROCKWELL AUTOMATION INC | ROK | 850 | $330,710 | 0.09% |
| 69 | BARCLAYS PLC | BCLYF | 12,500 | $318,125 | 0.09% |
| 70 | STARBUCKS CORP | SBUX | 3,722 | $313,430 | 0.09% |
| 71 | PROCTER AND GAMBLE CO | 742718109 | 2,124 | $304,401 | 0.09% |
| 72 | COMMSCOPE HLDG CO INC | 20337X109 | 15,000 | $271,950 | 0.08% |
| 73 | KLA CORP | KLAC | 221 | $268,059 | 0.08% |
| 74 | ISHARES SILVER TR | SLV | 4,005 | $258,002 | 0.07% |
| 75 | ISHARES TR | 46434V407 | 5,921 | $253,822 | 0.07% |
| 76 | CELESTICA INC | CLS | 833 | $246,243 | 0.07% |
| 77 | GILEAD SCIENCES INC | GILD | 2,000 | $245,480 | 0.07% |
| 78 | AMPHENOL CORP NEW | 032095101 | 1,712 | $231,360 | 0.07% |
| 79 | MILLICOM INTL CELLULAR S A | L6388F110 | 4,000 | $221,760 | 0.06% |
| 80 | CARNIVAL CORP | CUKPF | 7,002 | $213,841 | 0.06% |
| 81 | FERRARI N V | RACE | 576 | $212,763 | 0.06% |
| 82 | ANHEUSER BUSCH INBEV SA/NV | BUDFF | 3,290 | $210,684 | 0.06% |
| 83 | QUANTUMSCAPE CORP | QS | 20,000 | $208,400 | 0.06% |
| 84 | SCHWAB STRATEGIC TR | 808524797 | 7,500 | $205,725 | 0.06% |
| 85 | GENERAL DYNAMICS CORP | GD | 601 | $202,333 | 0.06% |
| 86 | EXELON CORP | EXC | 4,600 | $200,514 | 0.06% |