Filed: 7/8/2025ACC: 0001765515-25-000007
📋 What this filing means
S.E.E.D. PLANNING GROUP LLC filed this quarterly 13F‑HR report disclosing 71 equity positions with a total reported market value of $318.97M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
71
Positions
$318.97M
Total AUM (reported)
3.16M
Total Shares
Allocation by class
COM$198.57M62.3%
CL A$39.12M12.3%
MRNGSTR WDE MOAT$13.51M4.2%
CAP STK CL A$12.77M4.0%
COM NEW$10.99M3.4%
SHS$7.42M2.3%
COM CL A$4.85M1.5%
Portfolio Concentration
Top 3$44.26M13.9%
4–10$87.10M27.3%
11–25$117.61M36.9%
Rest$70.00M21.9%
Top 3 weight
13.9%
Top 10 weight
41.2%
Voting Authority Distribution
Total shares with voting rights: 3.16M
Sole
Full voting authority
586.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.16M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole71
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings71
Rows:
AMAZON COM INC
SOLEShares73.44K
TypeSH
Market value$16.11M
5.05%
Sole
2.00
Shared
0.00
None
73.44K
APPLE INC
SOLEShares70.79K
TypeSH
Market value$14.52M
4.55%
Sole
0.00
Shared
0.00
None
70.79K
META PLATFORMS INC
SOLEShares18.46K
TypeSH
Market value$13.63M
4.27%
Sole
5.00
Shared
0.00
None
18.46K
VANECK ETF TRUST
SOLEShares144.03K
TypeSH
Market value$13.51M
4.23%
Sole
249.00
Shared
0.00
None
143.78K
MICROSOFT CORP
SOLEShares26.10K
TypeSH
Market value$12.98M
4.07%
Sole
1.00
Shared
0.00
None
26.10K
ALPHABET INC
SOLEShares72.46K
TypeSH
Market value$12.77M
4.00%
Sole
19.00
Shared
0.00
None
72.44K
CORTEVA INC
SOLEShares164.39K
TypeSH
Market value$12.25M
3.84%
Sole
54.00
Shared
0.00
None
164.34K
AGILENT TECHNOLOGIES INC
SOLEShares103.81K
TypeSH
Market value$12.25M
3.84%
Sole
25.00
Shared
0.00
None
103.79K
NEXTERA ENERGY INC
SOLEShares171.26K
TypeSH
Market value$11.89M
3.73%
Sole
50.00
Shared
0.00
None
171.21K
THERMO FISHER SCIENTIFIC INC
SOLEShares28.24K
TypeSH
Market value$11.45M
3.59%
Sole
5.00
Shared
0.00
None
28.24K
AUTOMATIC DATA PROCESSING IN
SOLEShares36.20K
TypeSH
Market value$11.16M
3.50%
Sole
2.00
Shared
0.00
None
36.20K
VALERO ENERGY CORP
SOLEShares81.30K
TypeSH
Market value$10.93M
3.43%
Sole
3.00
Shared
0.00
None
81.29K
ENBRIDGE INC
SOLEShares225.43K
TypeSH
Market value$10.22M
3.20%
Sole
0.00
Shared
0.00
None
225.43K
CBRE GROUP INC
SOLEShares71.52K
TypeSH
Market value$10.02M
3.14%
Sole
0.00
Shared
0.00
None
71.52K
US BANCORP DEL
SOLEShares213.32K
TypeSH
Market value$9.65M
3.03%
Sole
73.00
Shared
0.00
None
213.25K
LOCKHEED MARTIN CORP
SOLEShares20.49K
TypeSH
Market value$9.49M
2.97%
Sole
0.00
Shared
0.00
None
20.49K
LAUDER ESTEE COS INC
SOLEShares110.27K
TypeSH
Market value$8.91M
2.79%
Sole
41.00
Shared
0.00
None
110.23K
COSTCO WHSL CORP NEW
SOLEShares7.44K
TypeSH
Market value$7.37M
2.31%
Sole
0.00
Shared
0.00
None
7.44K
LINDE PLC
SOLEShares14.26K
TypeSH
Market value$6.69M
2.10%
Sole
0.00
Shared
0.00
None
14.26K
LOWES COS INC
SOLEShares29.68K
TypeSH
Market value$6.58M
2.06%
Sole
2.00
Shared
0.00
None
29.67K
MASTERCARD INCORPORATED
SOLEShares11.68K
TypeSH
Market value$6.56M
2.06%
Sole
0.00
Shared
0.00
None
11.68K
AMERICAN TOWER CORP NEW
SOLEShares26.33K
TypeSH
Market value$5.82M
1.82%
Sole
0.00
Shared
0.00
None
26.33K
HOME DEPOT INC
SOLEShares15.11K
TypeSH
Market value$5.54M
1.74%
Sole
0.00
Shared
0.00
None
15.11K
VISA INC
SOLEShares13.66K
TypeSH
Market value$4.85M
1.52%
Sole
0.00
Shared
0.00
None
13.66K
COLGATE PALMOLIVE CO
SOLEShares41.98K
TypeSH
Market value$3.82M
1.20%
Sole
4.00
Shared
0.00
None
41.98K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 73.44K | SH | $16.11M 5.05% | 2.00 | 0.00 | 73.44K |
APPLE INCSOLE | COM | 70.79K | SH | $14.52M 4.55% | 0.00 | 0.00 | 70.79K |
META PLATFORMS INCSOLE | CL A | 18.46K | SH | $13.63M 4.27% | 5.00 | 0.00 | 18.46K |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 144.03K | SH | $13.51M 4.23% | 249.00 | 0.00 | 143.78K |
MICROSOFT CORPSOLE | COM | 26.10K | SH | $12.98M 4.07% | 1.00 | 0.00 | 26.10K |
ALPHABET INCSOLE | CAP STK CL A | 72.46K | SH | $12.77M 4.00% | 19.00 | 0.00 | 72.44K |
CORTEVA INCSOLE | COM | 164.39K | SH | $12.25M 3.84% | 54.00 | 0.00 | 164.34K |
AGILENT TECHNOLOGIES INCSOLE | COM | 103.81K | SH | $12.25M 3.84% | 25.00 | 0.00 | 103.79K |
NEXTERA ENERGY INCSOLE | COM | 171.26K | SH | $11.89M 3.73% | 50.00 | 0.00 | 171.21K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 28.24K | SH | $11.45M 3.59% | 5.00 | 0.00 | 28.24K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 36.20K | SH | $11.16M 3.50% | 2.00 | 0.00 | 36.20K |
VALERO ENERGY CORPSOLE | COM | 81.30K | SH | $10.93M 3.43% | 3.00 | 0.00 | 81.29K |
ENBRIDGE INCSOLE | COM | 225.43K | SH | $10.22M 3.20% | 0.00 | 0.00 | 225.43K |
CBRE GROUP INCSOLE | CL A | 71.52K | SH | $10.02M 3.14% | 0.00 | 0.00 | 71.52K |
US BANCORP DELSOLE | COM NEW | 213.32K | SH | $9.65M 3.03% | 73.00 | 0.00 | 213.25K |
LOCKHEED MARTIN CORPSOLE | COM | 20.49K | SH | $9.49M 2.97% | 0.00 | 0.00 | 20.49K |
LAUDER ESTEE COS INCSOLE | CL A | 110.27K | SH | $8.91M 2.79% | 41.00 | 0.00 | 110.23K |
COSTCO WHSL CORP NEWSOLE | COM | 7.44K | SH | $7.37M 2.31% | 0.00 | 0.00 | 7.44K |
LINDE PLCSOLE | SHS | 14.26K | SH | $6.69M 2.10% | 0.00 | 0.00 | 14.26K |
LOWES COS INCSOLE | COM | 29.68K | SH | $6.58M 2.06% | 2.00 | 0.00 | 29.67K |
MASTERCARD INCORPORATEDSOLE | CL A | 11.68K | SH | $6.56M 2.06% | 0.00 | 0.00 | 11.68K |
AMERICAN TOWER CORP NEWSOLE | COM | 26.33K | SH | $5.82M 1.82% | 0.00 | 0.00 | 26.33K |
HOME DEPOT INCSOLE | COM | 15.11K | SH | $5.54M 1.74% | 0.00 | 0.00 | 15.11K |
VISA INCSOLE | COM CL A | 13.66K | SH | $4.85M 1.52% | 0.00 | 0.00 | 13.66K |
COLGATE PALMOLIVE COSOLE | COM | 41.98K | SH | $3.82M 1.20% | 4.00 | 0.00 | 41.98K |
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