Filed: 10/14/2025ACC: 0001765515-25-000008
📋 What this filing means
S.E.E.D. PLANNING GROUP LLC filed this quarterly 13F‑HR report disclosing 85 equity positions with a total reported market value of $343.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
85
Positions
$343.13M
Total AUM (reported)
3.30M
Total Shares
Allocation by class
COM$210.38M61.3%
CL A$38.16M11.1%
CAP STK CL A$15.75M4.6%
MRNGSTR WDE MOAT$15.22M4.4%
SHS$12.97M3.8%
COM NEW$11.34M3.3%
COM CL A$4.94M1.4%
Portfolio Concentration
Top 3$49.32M14.4%
4–10$93.88M27.4%
11–25$126.81M37.0%
Rest$73.12M21.3%
Top 3 weight
14.4%
Top 10 weight
41.7%
Voting Authority Distribution
Total shares with voting rights: 3.30M
Sole
Full voting authority
532.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.30M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole85
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings85
Rows:
APPLE INC
SOLEShares68.70K
TypeSH
Market value$17.49M
5.10%
Sole
0.00
Shared
0.00
None
68.70K
AMAZON COM INC
SOLEShares73.22K
TypeSH
Market value$16.08M
4.69%
Sole
15.00
Shared
0.00
None
73.20K
ALPHABET INC
SOLEShares64.79K
TypeSH
Market value$15.75M
4.59%
Sole
18.00
Shared
0.00
None
64.77K
VANECK ETF TRUST
SOLEShares153.54K
TypeSH
Market value$15.22M
4.43%
Sole
64.00
Shared
0.00
None
153.48K
MICROSOFT CORP
SOLEShares25.96K
TypeSH
Market value$13.45M
3.92%
Sole
7.00
Shared
0.00
None
25.96K
THERMO FISHER SCIENTIFIC INC
SOLEShares27.45K
TypeSH
Market value$13.32M
3.88%
Sole
8.00
Shared
0.00
None
27.45K
AGILENT TECHNOLOGIES INC
SOLEShares103.72K
TypeSH
Market value$13.31M
3.88%
Sole
27.00
Shared
0.00
None
103.69K
META PLATFORMS INC
SOLEShares17.92K
TypeSH
Market value$13.16M
3.84%
Sole
5.00
Shared
0.00
None
17.91K
NEXTERA ENERGY INC
SOLEShares173.73K
TypeSH
Market value$13.12M
3.82%
Sole
46.00
Shared
0.00
None
173.69K
VALERO ENERGY CORP
SOLEShares72.31K
TypeSH
Market value$12.31M
3.59%
Sole
0.00
Shared
0.00
None
72.31K
LINDE PLC
SOLEShares25.11K
TypeSH
Market value$11.93M
3.48%
Sole
1.00
Shared
0.00
None
25.11K
AUTOMATIC DATA PROCESSING IN
SOLEShares40.53K
TypeSH
Market value$11.90M
3.47%
Sole
2.00
Shared
0.00
None
40.53K
CORTEVA INC
SOLEShares173.57K
TypeSH
Market value$11.74M
3.42%
Sole
46.00
Shared
0.00
None
173.53K
LOCKHEED MARTIN CORP
SOLEShares22.15K
TypeSH
Market value$11.06M
3.22%
Sole
0.00
Shared
0.00
None
22.15K
ENBRIDGE INC
SOLEShares216.79K
TypeSH
Market value$10.94M
3.19%
Sole
0.00
Shared
0.00
None
216.79K
CBRE GROUP INC
SOLEShares66.65K
TypeSH
Market value$10.50M
3.06%
Sole
0.00
Shared
0.00
None
66.65K
US BANCORP DEL
SOLEShares207.67K
TypeSH
Market value$10.04M
2.93%
Sole
71.00
Shared
0.00
None
207.60K
LAUDER ESTEE COS INC
SOLEShares89.18K
TypeSH
Market value$7.86M
2.29%
Sole
31.00
Shared
0.00
None
89.15K
LOWES COS INC
SOLEShares30.48K
TypeSH
Market value$7.66M
2.23%
Sole
14.00
Shared
0.00
None
30.46K
COSTCO WHSL CORP NEW
SOLEShares7.23K
TypeSH
Market value$6.69M
1.95%
Sole
0.00
Shared
0.00
None
7.23K
MASTERCARD INCORPORATED
SOLEShares11.31K
TypeSH
Market value$6.43M
1.87%
Sole
0.00
Shared
0.00
None
11.31K
HOME DEPOT INC
SOLEShares14.15K
TypeSH
Market value$5.73M
1.67%
Sole
0.00
Shared
0.00
None
14.15K
AMERICAN TOWER CORP NEW
SOLEShares27.15K
TypeSH
Market value$5.22M
1.52%
Sole
0.00
Shared
0.00
None
27.15K
COLGATE PALMOLIVE CO
SOLEShares58.41K
TypeSH
Market value$4.67M
1.36%
Sole
37.00
Shared
0.00
None
58.37K
VISA INC
SOLEShares13.03K
TypeSH
Market value$4.45M
1.30%
Sole
0.00
Shared
0.00
None
13.03K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 68.70K | SH | $17.49M 5.10% | 0.00 | 0.00 | 68.70K |
AMAZON COM INCSOLE | COM | 73.22K | SH | $16.08M 4.69% | 15.00 | 0.00 | 73.20K |
ALPHABET INCSOLE | CAP STK CL A | 64.79K | SH | $15.75M 4.59% | 18.00 | 0.00 | 64.77K |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 153.54K | SH | $15.22M 4.43% | 64.00 | 0.00 | 153.48K |
MICROSOFT CORPSOLE | COM | 25.96K | SH | $13.45M 3.92% | 7.00 | 0.00 | 25.96K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 27.45K | SH | $13.32M 3.88% | 8.00 | 0.00 | 27.45K |
AGILENT TECHNOLOGIES INCSOLE | COM | 103.72K | SH | $13.31M 3.88% | 27.00 | 0.00 | 103.69K |
META PLATFORMS INCSOLE | CL A | 17.92K | SH | $13.16M 3.84% | 5.00 | 0.00 | 17.91K |
NEXTERA ENERGY INCSOLE | COM | 173.73K | SH | $13.12M 3.82% | 46.00 | 0.00 | 173.69K |
VALERO ENERGY CORPSOLE | COM | 72.31K | SH | $12.31M 3.59% | 0.00 | 0.00 | 72.31K |
LINDE PLCSOLE | SHS | 25.11K | SH | $11.93M 3.48% | 1.00 | 0.00 | 25.11K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 40.53K | SH | $11.90M 3.47% | 2.00 | 0.00 | 40.53K |
CORTEVA INCSOLE | COM | 173.57K | SH | $11.74M 3.42% | 46.00 | 0.00 | 173.53K |
LOCKHEED MARTIN CORPSOLE | COM | 22.15K | SH | $11.06M 3.22% | 0.00 | 0.00 | 22.15K |
ENBRIDGE INCSOLE | COM | 216.79K | SH | $10.94M 3.19% | 0.00 | 0.00 | 216.79K |
CBRE GROUP INCSOLE | CL A | 66.65K | SH | $10.50M 3.06% | 0.00 | 0.00 | 66.65K |
US BANCORP DELSOLE | COM NEW | 207.67K | SH | $10.04M 2.93% | 71.00 | 0.00 | 207.60K |
LAUDER ESTEE COS INCSOLE | CL A | 89.18K | SH | $7.86M 2.29% | 31.00 | 0.00 | 89.15K |
LOWES COS INCSOLE | COM | 30.48K | SH | $7.66M 2.23% | 14.00 | 0.00 | 30.46K |
COSTCO WHSL CORP NEWSOLE | COM | 7.23K | SH | $6.69M 1.95% | 0.00 | 0.00 | 7.23K |
MASTERCARD INCORPORATEDSOLE | CL A | 11.31K | SH | $6.43M 1.87% | 0.00 | 0.00 | 11.31K |
HOME DEPOT INCSOLE | COM | 14.15K | SH | $5.73M 1.67% | 0.00 | 0.00 | 14.15K |
AMERICAN TOWER CORP NEWSOLE | COM | 27.15K | SH | $5.22M 1.52% | 0.00 | 0.00 | 27.15K |
COLGATE PALMOLIVE COSOLE | COM | 58.41K | SH | $4.67M 1.36% | 37.00 | 0.00 | 58.37K |
VISA INCSOLE | COM CL A | 13.03K | SH | $4.45M 1.30% | 0.00 | 0.00 | 13.03K |
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