Filed: 4/8/2025ACC: 0001765515-25-000005
📋 What this filing means
S.E.E.D. PLANNING GROUP LLC filed this quarterly 13F‑HR report disclosing 73 equity positions with a total reported market value of $296.73M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
73
Positions
$296.73M
Total AUM (reported)
3.17M
Total Shares
Allocation by class
COM$176.61M59.5%
CL A$35.67M12.0%
MRNGSTR WDE MOAT$12.94M4.4%
CAP STK CL A$10.96M3.7%
CL B$8.86M3.0%
COM NEW$8.46M2.9%
SHS$7.54M2.5%
Portfolio Concentration
Top 3$41.21M13.9%
4–10$76.13M25.7%
11–25$103.29M34.8%
Rest$76.10M25.6%
Top 3 weight
13.9%
Top 10 weight
39.5%
Voting Authority Distribution
Total shares with voting rights: 3.17M
Sole
Full voting authority
1.06K
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.17M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole73
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings73
Rows:
APPLE INC
SOLEShares64.09K
TypeSH
Market value$14.24M
4.80%
Sole
208.00
Shared
0.00
None
63.88K
AMAZON COM INC
SOLEShares73.76K
TypeSH
Market value$14.03M
4.73%
Sole
2.00
Shared
0.00
None
73.76K
VANECK ETF TRUST
SOLEShares147.03K
TypeSH
Market value$12.94M
4.36%
Sole
249.00
Shared
0.00
None
146.78K
NEXTERA ENERGY INC
SOLEShares167.97K
TypeSH
Market value$11.91M
4.01%
Sole
50.00
Shared
0.00
None
167.92K
META PLATFORMS INC
SOLEShares19.66K
TypeSH
Market value$11.33M
3.82%
Sole
38.00
Shared
0.00
None
19.63K
ALPHABET INC
SOLEShares70.88K
TypeSH
Market value$10.96M
3.69%
Sole
19.00
Shared
0.00
None
70.86K
ENBRIDGE INC
SOLEShares246.82K
TypeSH
Market value$10.94M
3.69%
Sole
10.00
Shared
0.00
None
246.81K
MICROSOFT CORP
SOLEShares28.84K
TypeSH
Market value$10.83M
3.65%
Sole
1.00
Shared
0.00
None
28.84K
AGILENT TECHNOLOGIES INC
SOLEShares91.63K
TypeSH
Market value$10.72M
3.61%
Sole
25.00
Shared
0.00
None
91.61K
CBRE GROUP INC
SOLEShares72.22K
TypeSH
Market value$9.44M
3.18%
Sole
146.00
Shared
0.00
None
72.07K
UNITED PARCEL SERVICE INC
SOLEShares80.52K
TypeSH
Market value$8.86M
2.98%
Sole
0.00
Shared
0.00
None
80.52K
LOCKHEED MARTIN CORP
SOLEShares19.29K
TypeSH
Market value$8.62M
2.90%
Sole
0.00
Shared
0.00
None
19.29K
US BANCORP DEL
SOLEShares200.38K
TypeSH
Market value$8.46M
2.85%
Sole
72.00
Shared
0.00
None
200.31K
LAUDER ESTEE COS INC
SOLEShares127.75K
TypeSH
Market value$8.43M
2.84%
Sole
41.00
Shared
0.00
None
127.71K
COSTCO WHSL CORP NEW
SOLEShares8.23K
TypeSH
Market value$7.79M
2.62%
Sole
0.00
Shared
0.00
None
8.23K
EXXON MOBIL CORP
SOLEShares63.78K
TypeSH
Market value$7.59M
2.56%
Sole
4.00
Shared
0.00
None
63.78K
LINDE PLC
SOLEShares14.46K
TypeSH
Market value$6.73M
2.27%
Sole
0.00
Shared
0.00
None
14.46K
MASTERCARD INCORPORATED
SOLEShares11.79K
TypeSH
Market value$6.46M
2.18%
Sole
0.00
Shared
0.00
None
11.79K
CORTEVA INC
SOLEShares96.52K
TypeSH
Market value$6.07M
2.05%
Sole
54.00
Shared
0.00
None
96.47K
AMERICAN TOWER CORP NEW
SOLEShares27.86K
TypeSH
Market value$6.06M
2.04%
Sole
2.00
Shared
0.00
None
27.86K
UNITEDHEALTH GROUP INC
SOLEShares11.43K
TypeSH
Market value$5.99M
2.02%
Sole
6.00
Shared
0.00
None
11.43K
HOME DEPOT INC
SOLEShares15.63K
TypeSH
Market value$5.73M
1.93%
Sole
0.00
Shared
0.00
None
15.63K
LOWES COS INC
SOLEShares23.69K
TypeSH
Market value$5.53M
1.86%
Sole
2.00
Shared
0.00
None
23.69K
INTERNATIONAL FLAVORS&FRAGRA
SOLEShares71.15K
TypeSH
Market value$5.52M
1.86%
Sole
0.00
Shared
0.00
None
71.15K
THERMO FISHER SCIENTIFIC INC
SOLEShares10.97K
TypeSH
Market value$5.46M
1.84%
Sole
1.00
Shared
0.00
None
10.97K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 64.09K | SH | $14.24M 4.80% | 208.00 | 0.00 | 63.88K |
AMAZON COM INCSOLE | COM | 73.76K | SH | $14.03M 4.73% | 2.00 | 0.00 | 73.76K |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 147.03K | SH | $12.94M 4.36% | 249.00 | 0.00 | 146.78K |
NEXTERA ENERGY INCSOLE | COM | 167.97K | SH | $11.91M 4.01% | 50.00 | 0.00 | 167.92K |
META PLATFORMS INCSOLE | CL A | 19.66K | SH | $11.33M 3.82% | 38.00 | 0.00 | 19.63K |
ALPHABET INCSOLE | CAP STK CL A | 70.88K | SH | $10.96M 3.69% | 19.00 | 0.00 | 70.86K |
ENBRIDGE INCSOLE | COM | 246.82K | SH | $10.94M 3.69% | 10.00 | 0.00 | 246.81K |
MICROSOFT CORPSOLE | COM | 28.84K | SH | $10.83M 3.65% | 1.00 | 0.00 | 28.84K |
AGILENT TECHNOLOGIES INCSOLE | COM | 91.63K | SH | $10.72M 3.61% | 25.00 | 0.00 | 91.61K |
CBRE GROUP INCSOLE | CL A | 72.22K | SH | $9.44M 3.18% | 146.00 | 0.00 | 72.07K |
UNITED PARCEL SERVICE INCSOLE | CL B | 80.52K | SH | $8.86M 2.98% | 0.00 | 0.00 | 80.52K |
LOCKHEED MARTIN CORPSOLE | COM | 19.29K | SH | $8.62M 2.90% | 0.00 | 0.00 | 19.29K |
US BANCORP DELSOLE | COM NEW | 200.38K | SH | $8.46M 2.85% | 72.00 | 0.00 | 200.31K |
LAUDER ESTEE COS INCSOLE | CL A | 127.75K | SH | $8.43M 2.84% | 41.00 | 0.00 | 127.71K |
COSTCO WHSL CORP NEWSOLE | COM | 8.23K | SH | $7.79M 2.62% | 0.00 | 0.00 | 8.23K |
EXXON MOBIL CORPSOLE | COM | 63.78K | SH | $7.59M 2.56% | 4.00 | 0.00 | 63.78K |
LINDE PLCSOLE | SHS | 14.46K | SH | $6.73M 2.27% | 0.00 | 0.00 | 14.46K |
MASTERCARD INCORPORATEDSOLE | CL A | 11.79K | SH | $6.46M 2.18% | 0.00 | 0.00 | 11.79K |
CORTEVA INCSOLE | COM | 96.52K | SH | $6.07M 2.05% | 54.00 | 0.00 | 96.47K |
AMERICAN TOWER CORP NEWSOLE | COM | 27.86K | SH | $6.06M 2.04% | 2.00 | 0.00 | 27.86K |
UNITEDHEALTH GROUP INCSOLE | COM | 11.43K | SH | $5.99M 2.02% | 6.00 | 0.00 | 11.43K |
HOME DEPOT INCSOLE | COM | 15.63K | SH | $5.73M 1.93% | 0.00 | 0.00 | 15.63K |
LOWES COS INCSOLE | COM | 23.69K | SH | $5.53M 1.86% | 2.00 | 0.00 | 23.69K |
INTERNATIONAL FLAVORS&FRAGRASOLE | COM | 71.15K | SH | $5.52M 1.86% | 0.00 | 0.00 | 71.15K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 10.97K | SH | $5.46M 1.84% | 1.00 | 0.00 | 10.97K |
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