Filed: 1/9/2026ACC: 0001765515-26-000001
📋 What this filing means
S.E.E.D. PLANNING GROUP LLC filed this quarterly 13F‑HR report disclosing 86 equity positions with a total reported market value of $350.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
86
Positions
$350.88M
Total AUM (reported)
3.19M
Total Shares
Allocation by class
COM$213.60M60.9%
CL A$38.88M11.1%
CAP STK CL A$18.64M5.3%
MRNGSTR WDE MOAT$16.17M4.6%
COM NEW$13.91M4.0%
SHS$12.42M3.5%
COM CL A$4.73M1.3%
Portfolio Concentration
Top 3$54.00M15.4%
4–10$96.60M27.5%
11–25$126.80M36.1%
Rest$73.47M20.9%
Top 3 weight
15.4%
Top 10 weight
42.9%
Voting Authority Distribution
Total shares with voting rights: 3.19M
Sole
Full voting authority
523.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.19M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole86
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings86
Rows:
ALPHABET INC
SOLEShares59.54K
TypeSH
Market value$18.64M
5.31%
Sole
9.00
Shared
0.00
None
59.53K
APPLE INC
SOLEShares67.74K
TypeSH
Market value$18.42M
5.25%
Sole
0.00
Shared
0.00
None
67.74K
AMAZON COM INC
SOLEShares73.43K
TypeSH
Market value$16.95M
4.83%
Sole
12.00
Shared
0.00
None
73.42K
VANECK ETF TRUST
SOLEShares156.11K
TypeSH
Market value$16.17M
4.61%
Sole
104.00
Shared
0.00
None
156.01K
THERMO FISHER SCIENTIFIC INC
SOLEShares26.21K
TypeSH
Market value$15.19M
4.33%
Sole
4.00
Shared
0.00
None
26.20K
AGILENT TECHNOLOGIES INC
SOLEShares101.34K
TypeSH
Market value$13.79M
3.93%
Sole
18.00
Shared
0.00
None
101.32K
NEXTERA ENERGY INC
SOLEShares169.45K
TypeSH
Market value$13.60M
3.88%
Sole
31.00
Shared
0.00
None
169.42K
MICROSOFT CORP
SOLEShares26.50K
TypeSH
Market value$12.82M
3.65%
Sole
0.00
Shared
0.00
None
26.50K
META PLATFORMS INC
SOLEShares19.09K
TypeSH
Market value$12.60M
3.59%
Sole
4.00
Shared
0.00
None
19.09K
CORTEVA INC
SOLEShares185.51K
TypeSH
Market value$12.43M
3.54%
Sole
39.00
Shared
0.00
None
185.47K
LINDE PLC
SOLEShares27.34K
TypeSH
Market value$11.66M
3.32%
Sole
0.00
Shared
0.00
None
27.34K
VALERO ENERGY CORP
SOLEShares70.40K
TypeSH
Market value$11.46M
3.27%
Sole
0.00
Shared
0.00
None
70.40K
US BANCORP DEL
SOLEShares212.86K
TypeSH
Market value$11.36M
3.24%
Sole
56.00
Shared
0.00
None
212.80K
AUTOMATIC DATA PROCESSING IN
SOLEShares43.76K
TypeSH
Market value$11.26M
3.21%
Sole
10.00
Shared
0.00
None
43.75K
LOCKHEED MARTIN CORP
SOLEShares22.72K
TypeSH
Market value$10.99M
3.13%
Sole
0.00
Shared
0.00
None
22.72K
CBRE GROUP INC
SOLEShares65.70K
TypeSH
Market value$10.56M
3.01%
Sole
0.00
Shared
0.00
None
65.70K
ENBRIDGE INC
SOLEShares214.49K
TypeSH
Market value$10.26M
2.92%
Sole
0.00
Shared
0.00
None
214.49K
LAUDER ESTEE COS INC
SOLEShares86.85K
TypeSH
Market value$9.10M
2.59%
Sole
29.00
Shared
0.00
None
86.83K
LOWES COS INC
SOLEShares33.38K
TypeSH
Market value$8.05M
2.29%
Sole
12.00
Shared
0.00
None
33.37K
MASTERCARD INCORPORATED
SOLEShares11.18K
TypeSH
Market value$6.38M
1.82%
Sole
0.00
Shared
0.00
None
11.18K
COSTCO WHSL CORP NEW
SOLEShares7.17K
TypeSH
Market value$6.18M
1.76%
Sole
0.00
Shared
0.00
None
7.17K
COLGATE PALMOLIVE CO
SOLEShares66.40K
TypeSH
Market value$5.25M
1.50%
Sole
33.00
Shared
0.00
None
66.36K
AMERICAN TOWER CORP NEW
SOLEShares28.25K
TypeSH
Market value$4.96M
1.41%
Sole
0.00
Shared
0.00
None
28.25K
HOME DEPOT INC
SOLEShares14.01K
TypeSH
Market value$4.82M
1.37%
Sole
0.00
Shared
0.00
None
14.01K
VISA INC
SOLEShares12.89K
TypeSH
Market value$4.52M
1.29%
Sole
0.00
Shared
0.00
None
12.89K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 59.54K | SH | $18.64M 5.31% | 9.00 | 0.00 | 59.53K |
APPLE INCSOLE | COM | 67.74K | SH | $18.42M 5.25% | 0.00 | 0.00 | 67.74K |
AMAZON COM INCSOLE | COM | 73.43K | SH | $16.95M 4.83% | 12.00 | 0.00 | 73.42K |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 156.11K | SH | $16.17M 4.61% | 104.00 | 0.00 | 156.01K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 26.21K | SH | $15.19M 4.33% | 4.00 | 0.00 | 26.20K |
AGILENT TECHNOLOGIES INCSOLE | COM | 101.34K | SH | $13.79M 3.93% | 18.00 | 0.00 | 101.32K |
NEXTERA ENERGY INCSOLE | COM | 169.45K | SH | $13.60M 3.88% | 31.00 | 0.00 | 169.42K |
MICROSOFT CORPSOLE | COM | 26.50K | SH | $12.82M 3.65% | 0.00 | 0.00 | 26.50K |
META PLATFORMS INCSOLE | CL A | 19.09K | SH | $12.60M 3.59% | 4.00 | 0.00 | 19.09K |
CORTEVA INCSOLE | COM | 185.51K | SH | $12.43M 3.54% | 39.00 | 0.00 | 185.47K |
LINDE PLCSOLE | SHS | 27.34K | SH | $11.66M 3.32% | 0.00 | 0.00 | 27.34K |
VALERO ENERGY CORPSOLE | COM | 70.40K | SH | $11.46M 3.27% | 0.00 | 0.00 | 70.40K |
US BANCORP DELSOLE | COM NEW | 212.86K | SH | $11.36M 3.24% | 56.00 | 0.00 | 212.80K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 43.76K | SH | $11.26M 3.21% | 10.00 | 0.00 | 43.75K |
LOCKHEED MARTIN CORPSOLE | COM | 22.72K | SH | $10.99M 3.13% | 0.00 | 0.00 | 22.72K |
CBRE GROUP INCSOLE | CL A | 65.70K | SH | $10.56M 3.01% | 0.00 | 0.00 | 65.70K |
ENBRIDGE INCSOLE | COM | 214.49K | SH | $10.26M 2.92% | 0.00 | 0.00 | 214.49K |
LAUDER ESTEE COS INCSOLE | CL A | 86.85K | SH | $9.10M 2.59% | 29.00 | 0.00 | 86.83K |
LOWES COS INCSOLE | COM | 33.38K | SH | $8.05M 2.29% | 12.00 | 0.00 | 33.37K |
MASTERCARD INCORPORATEDSOLE | CL A | 11.18K | SH | $6.38M 1.82% | 0.00 | 0.00 | 11.18K |
COSTCO WHSL CORP NEWSOLE | COM | 7.17K | SH | $6.18M 1.76% | 0.00 | 0.00 | 7.17K |
COLGATE PALMOLIVE COSOLE | COM | 66.40K | SH | $5.25M 1.50% | 33.00 | 0.00 | 66.36K |
AMERICAN TOWER CORP NEWSOLE | COM | 28.25K | SH | $4.96M 1.41% | 0.00 | 0.00 | 28.25K |
HOME DEPOT INCSOLE | COM | 14.01K | SH | $4.82M 1.37% | 0.00 | 0.00 | 14.01K |
VISA INCSOLE | COM CL A | 12.89K | SH | $4.52M 1.29% | 0.00 | 0.00 | 12.89K |
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