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S.E.E.D. Planning Group LLC Portfolio
$408.3M across 98 positions as of 2026-09-30, with 39% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+7.5%
-7.0% a year vs the S&P 500
3 years
+15.3%
-6.0% a year vs the S&P 500
5 years
+8.7%
-3.5% a year vs the S&P 500
Quarters ahead
8 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +3.2% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +3.8% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -1.9% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.3% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +7.4% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +5.1% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -2.9% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -1.8% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| AAPLApple Inc | $20.3M | 5.0% | 60,834 |
| AMZNAmazon.com Inc | $18M | 4.4% | 72,399 |
| METAMeta Platforms Inc | $17.5M | 4.3% | 24,200 |
| MSFTMicrosoft Corp | $17.5M | 4.3% | 34,125 |
| GOOGLAlphabet Inc | $16.4M | 4.0% | 47,702 |
| TMOThermo Fisher Scientific Inc | $15.7M | 3.8% | 23,215 |
| VLOValero Energy Corp | $14.3M | 3.5% | 36,862 |
| LINDE PLC | $13.7M | 3.4% | 28,905 |
| ISRGIntuitive Surgical Inc | $13.7M | 3.3% | 33,613 |
| SHWSherwin-Williams Co | $13.5M | 3.3% | 41,789 |
| CBRECBRE Group Inc | $13.3M | 3.3% | 103,393 |
| NEENextera Energy Inc | $13.2M | 3.2% | 173,654 |
| COSTCostco Wholesale Corp | $12M | 2.9% | 13,191 |
| ROLRollins Inc | $11.5M | 2.8% | 383,037 |
| ADPAutomatic Data Processing Inc | $11.1M | 2.7% | 42,950 |
| PYLDPIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund | $10.5M | 2.6% | 412,269 |
| ASML HLDG NV | $9.9M | 2.4% | 5,481 |
| USBUS Bancorp | $9.8M | 2.4% | 169,740 |
| CSGPCostar Group Inc | $8.7M | 2.1% | 318,719 |
| ENBEnbridge Inc | $8.6M | 2.1% | 185,386 |
| LMTLockheed Martin Corp | $8.3M | 2.0% | 16,233 |
| LOWLowe's Companies Inc | $7.6M | 1.9% | 41,508 |
| MAMastercard Inc | $7.4M | 1.8% | 13,401 |
| LNGCheniere Energy Inc | $5.1M | 1.3% | 19,139 |
| VVisa Inc | $4.8M | 1.2% | 13,374 |
| HDHome Depot Inc | $4.7M | 1.2% | 16,579 |
| EQIXEquinix Inc | $4.6M | 1.1% | 4,567 |
| RTXRTX Corp | $4.4M | 1.1% | 23,445 |
| INVESCO EXCH TRD SLF IDX FD | $4.2M | 1.0% | 214,427 |
| INVESCO EXCH TRD SLF IDX FD | $4.1M | 1.0% | 204,824 |
| INVESCO EXCH TRD SLF IDX FD | $4M | 1.0% | 220,577 |
| INVESCO EXCH TRD SLF IDX FD | $4M | 1.0% | 246,604 |
| SCHXSchwab U.S. Large-Cap ETF | $3.9M | 1.0% | 130,224 |
| SCHBSchwab U.S. Broad Market ETF | $3.5M | 0.9% | 120,750 |
| UBERUber Technologies Inc | $3.4M | 0.8% | 50,228 |
| JPMJPMorgan Chase & Co | $3.2M | 0.8% | 9,715 |
| AMATApplied Materials Inc | $3.2M | 0.8% | 6,173 |
| SPGIS&P Global Inc | $3.1M | 0.8% | 7,968 |
| XOMExxonmobil Holdings Corp | $2.9M | 0.7% | 17,785 |
| VTIVanguard Total Stock Market ETF | $2.7M | 0.7% | 7,170 |
| MOATVanEck Morningstar Wide Moat ETF | $2.5M | 0.6% | 23,670 |
| FENIFidelity Enhanced International ETF | $2.1M | 0.5% | 53,393 |
| FASTFastenal Co | $2.1M | 0.5% | 42,084 |
| BRK.BBerkshire Hathaway Inc | $2M | 0.5% | 4,069 |
| INVESCO EXCH TRD SLF IDX FD | $2M | 0.5% | 88,054 |
| INVESCO EXCH TRD SLF IDX FD | $2M | 0.5% | 93,699 |
| INVESCO EXCH TRD SLF IDX FD | $2M | 0.5% | 90,585 |
| NVDANVIDIA Corp | $2M | 0.5% | 8,678 |
| INVESCO EXCH TRD SLF IDX FD | $1.9M | 0.5% | 93,274 |
| WMTWalmart Inc | $1.9M | 0.5% | 18,455 |
| IJHiShares Core S&P Mid-Cap ETF | $1.9M | 0.5% | 26,206 |
| SYKStryker Corp | $1.5M | 0.4% | 5,386 |
| NOCNorthrop Grumman Corp | $1.5M | 0.4% | 3,036 |
| IBMInternational Business Machines Corp | $1.4M | 0.4% | 6,515 |
| IJRiShares Core S&P Small-Cap ETF | $1.4M | 0.3% | 10,002 |
| AVGOBroadcom Inc | $1.3M | 0.3% | 3,787 |
| IWFiShares Russell 1000 Growth ETF | $1.2M | 0.3% | 9,505 |
| NFLXNetflix Inc | $1.2M | 0.3% | 16,828 |
| AAgilent Technologies Inc | $1.2M | 0.3% | 6,701 |
| DISWalt Disney Co | $934K | 0.2% | 8,904 |
| IWDiShares Russell 1000 Value ETF | $789.9K | 0.2% | 3,186 |
| COFCapital One Financial Corp | $718.6K | 0.2% | 3,722 |
| TSCOTractor Supply Co | $691.8K | 0.2% | 22,110 |
| WILLIS TOWERS WATSON PLC LTD | $676.2K | 0.2% | 2,346 |
| PGRProgressive Corp | $675.4K | 0.2% | 3,258 |
| SHYGiShares 0-5 Year High Yield Corporate Bond ETF | $650.7K | 0.2% | 15,775 |
| CTASCintas Corp | $570.6K | 0.1% | 2,925 |
| ECLEcolab Inc | $526K | 0.1% | 1,916 |
| FERRARI N V | $516.3K | 0.1% | 1,314 |
| CDNSCadence Design Systems Inc | $516.1K | 0.1% | 1,563 |
| CATCaterpillar Inc | $502.7K | 0.1% | 620 |
| IEFAiShares Core MSCI EAFE ETF | $501.3K | 0.1% | 5,174 |
| ROKRockwell Automation Inc | $449.7K | 0.1% | 1,033 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $433.2K | 0.1% | 950 |
| ISHARES TR | $427.7K | 0.1% | 17,644 |
| ISHARES TR | $426.3K | 0.1% | 17,674 |
| ISHARES TR | $423.5K | 0.1% | 16,967 |
| ISHARES TR | $422.8K | 0.1% | 18,632 |
| SDYState Street SPDR S&P Dividend ETF | $393.6K | 0.1% | 2,687 |
| GOOGAlphabet Inc | $379.2K | 0.1% | 1,113 |
| GLWCorning Inc | $358K | 0.1% | 2,328 |
| APHAmphenol Corp | $339.8K | 0.1% | 4,031 |
| IWSiShares Russell Mid-cap Value ETF | $336.1K | 0.1% | 2,091 |
| PANWPalo Alto Networks Inc | $334.4K | 0.1% | 842 |
| PGProcter & Gamble Co | $329.3K | 0.1% | 2,267 |
| MUMicron Technology Inc | $325.5K | 0.1% | 306 |
| ORCLOracle Corp | $320.3K | 0.1% | 2,333 |
| XYLXylem Inc | $306.9K | 0.1% | 3,030 |
| VOOVanguard S&P 500 ETF | $283.2K | 0.1% | 404 |
| TJXTJX Companies Inc | $267.5K | 0.1% | 2,022 |
| SBUXStarbucks Corp | $267.1K | 0.1% | 2,843 |
| VONEVANGUARD SCOTTSDALE FDS | $265.6K | 0.1% | 772 |
| PEPPepsiCo Inc | $261.4K | 0.1% | 2,063 |
| AMDAdvanced Micro Devices Inc | $259.2K | 0.1% | 424 |
| LLYEli Lilly and Co | $252.3K | 0.1% | 218 |
| MUBiShares National Muni Bond ETF | $233.3K | 0.1% | 2,308 |
| CLColgate-Palmolive Co | $211.6K | 0.1% | 2,480 |
| EEMiShares MSCI Emerging Index Fund | $200.2K | 0.0% | 2,998 |
Quarter ending 2026-09-30.
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