S.E.E.D. PLANNING GROUP LLC

PrivateCIK: 1765515
Location

BINGHAMTON, NY

89
Positions
$344.35M
Total AUM (reported)
3.35M
Total Shares

Allocation by class

TOTAL AUM$344.35M89 positions
COM$223.52M64.9%
CL A$38.44M11.2%
CAP STK CL A$14.17M4.1%
SHS$14.04M4.1%
COM NEW$12.80M3.7%
COM CL A$4.48M1.3%
BULSHS 2027 CB$3.55M1.0%

Portfolio Concentration

Top 313.6%4–1026.8%11–2538.2%Rest21.4%TOP 1040.4%0%100%
Top 3$46.77M13.6%
4–10$92.36M26.8%
11–25$131.48M38.2%
Rest$73.74M21.4%

Top 3 weight

13.6%

Top 10 weight

40.4%

Voting Authority Distribution

Total shares with voting rights: 3.35M

Sole

Full voting authority

520.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

3.35M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole89
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings89
Rows:

AMAZON COM INC

SOLE
COM
Shares78.94K
TypeSH
Market value$16.44M
4.77%
Sole
0.00
Shared
0.00
None
78.94K

APPLE INC

SOLE
COM
Shares63.67K
TypeSH
Market value$16.16M
4.69%
Sole
0.00
Shared
0.00
None
63.67K

ALPHABET INC

SOLE
CAP STK CL A
Shares49.29K
TypeSH
Market value$14.17M
4.12%
Sole
9.00
Shared
0.00
None
49.28K

NEXTERA ENERGY INC

SOLE
COM
Shares148.63K
TypeSH
Market value$13.80M
4.01%
Sole
34.00
Shared
0.00
None
148.59K

LINDE PLC

SOLE
SHS
Shares26.96K
TypeSH
Market value$13.37M
3.88%
Sole
6.00
Shared
0.00
None
26.95K

CBRE GROUP INC

SOLE
CL A
Shares98.65K
TypeSH
Market value$13.36M
3.88%
Sole
0.00
Shared
0.00
None
98.65K

META PLATFORMS INC

SOLE
CL A
Shares23.34K
TypeSH
Market value$13.35M
3.88%
Sole
4.00
Shared
0.00
None
23.33K

SHERWIN WILLIAMS CO

SOLE
COM
Shares41.06K
TypeSH
Market value$13.16M
3.82%
Sole
8.00
Shared
0.00
None
41.05K

THERMO FISHER SCIENTIFIC INC

SOLE
COM
Shares25.83K
TypeSH
Market value$12.70M
3.69%
Sole
0.00
Shared
0.00
None
25.83K

AGILENT TECHNOLOGIES INC

SOLE
COM
Shares110.67K
TypeSH
Market value$12.61M
3.66%
Sole
18.00
Shared
0.00
None
110.65K

MICROSOFT CORP

SOLE
COM
Shares33.50K
TypeSH
Market value$12.40M
3.60%
Sole
0.00
Shared
0.00
None
33.50K

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares12.31K
TypeSH
Market value$12.26M
3.56%
Sole
0.00
Shared
0.00
None
12.31K

ROLLINS INC

SOLE
COM
Shares227.59K
TypeSH
Market value$12.16M
3.53%
Sole
45.00
Shared
0.00
None
227.54K

VALERO ENERGY CORP

SOLE
COM
Shares46.17K
TypeSH
Market value$11.41M
3.31%
Sole
0.00
Shared
0.00
None
46.17K

AUTOMATIC DATA PROCESSING IN

SOLE
COM
Shares52.96K
TypeSH
Market value$10.76M
3.13%
Sole
10.00
Shared
0.00
None
52.95K

ENBRIDGE INC

SOLE
COM
Shares193.75K
TypeSH
Market value$10.49M
3.05%
Sole
0.00
Shared
0.00
None
193.75K

LOCKHEED MARTIN CORP

SOLE
COM
Shares17.07K
TypeSH
Market value$10.32M
3.00%
Sole
0.00
Shared
0.00
None
17.07K

US BANCORP

SOLE
COM NEW
Shares189.56K
TypeSH
Market value$9.86M
2.86%
Sole
0.00
Shared
0.00
None
189.56K

COSTAR GROUP INC

SOLE
COM
Shares219.09K
TypeSH
Market value$8.84M
2.57%
Sole
0.00
Shared
0.00
None
219.09K

LOWES COS INC

SOLE
COM
Shares32.11K
TypeSH
Market value$7.59M
2.20%
Sole
0.00
Shared
0.00
None
32.11K

MASTERCARD INCORPORATED

SOLE
CL A
Shares12.66K
TypeSH
Market value$6.32M
1.84%
Sole
0.00
Shared
0.00
None
12.66K

LAUDER ESTEE COS INC

SOLE
CL A
Shares72.21K
TypeSH
Market value$5.18M
1.51%
Sole
0.00
Shared
0.00
None
72.21K

HOME DEPOT INC

SOLE
COM
Shares15.21K
TypeSH
Market value$5.00M
1.45%
Sole
0.00
Shared
0.00
None
15.21K

PEPSICO INC

SOLE
COM
Shares29.19K
TypeSH
Market value$4.53M
1.32%
Sole
0.00
Shared
0.00
None
29.19K

VISA INC

SOLE
COM CL A
Shares14.42K
TypeSH
Market value$4.36M
1.27%
Sole
0.00
Shared
0.00
None
14.42K
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