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The Analysis of S.E.E.D. Planning Group LLC's Holdings & P&L

Currently, S.E.E.D. Planning Group LLC holds 89 types of securities in its portfolio with a total value $344.3M. In the most recent quarter, they have increased their positions in SHW (+41.1K shares, valued at $13.2M), ROL (+227.6K shares, valued at $12.2M), CSGP (+172.1K shares, valued at $6.9M); decreased their positions in MOAT (-140.8K shares, valued at $13.6M), VLO (-24.2K shares, valued at $6.0M), CL (-63.2K shares, valued at $5.4M); initiated new positions in SHW (+41.1K shares, valued at $13.2M), ROL (+227.6K shares, valued at $12.2M), BSCU (+202.0K shares, valued at $3.4M).

1M P&L

-3.9M-1.19%

3M P&L

-11.2M-3.34%

HY P&L

-7.3M-2.21%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A31.2M

10.0%

2Diagnostics & Research25.3M

8.1%

3Real Estate Services22.2M

7.1%

Top Industries by Stock Count

1N/A20 stocks

24.1%

2Household & Personal Products3 stocks

3.6%

3Aerospace & Defense3 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AMZN AMAZON COM INC78.9K shares7.50%2026-03-312026-04-23

AAPL APPLE INC63.7K shares-6.01%2026-03-312026-04-23

ALPHABET INC ALPHABET INC49.3K shares-17.22%2026-03-312026-04-23

NEE NEXTERA ENERGY INC148.6K shares-12.29%2026-03-312026-04-23

LINDE PLC LINDE PLC27.0K shares-1.39%2026-03-312026-04-23

CBRE CBRE GROUP INC98.6K shares50.16%2026-03-312026-04-23

META META PLATFORMS INC23.3K shares22.22%2026-03-312026-04-23

SHW SHERWIN WILLIAMS CO41.1K sharesnew addition2026-03-312026-04-23

Sponsored

TMO THERMO FISHER SCIENTIFIC INC25.8K shares-1.44%2026-03-312026-04-23

A AGILENT TECHNOLOGIES INC110.7K shares9.21%2026-03-312026-04-23

MSFT MICROSOFT CORP33.5K shares26.42%2026-03-312026-04-23

COST COSTCO WHOLESALE CORPORATION12.3K shares71.68%2026-03-312026-04-23

ROL ROLLINS INC227.6K sharesnew addition2026-03-312026-04-23

VLO VALERO ENERGY CORP46.2K shares-34.41%2026-03-312026-04-23

ADP AUTOMATIC DATA PROCESSING IN53.0K shares21.04%2026-03-312026-04-23

ENB ENBRIDGE INC193.8K shares-9.67%2026-03-312026-04-23

Sponsored

LMT LOCKHEED MARTIN CORP17.1K shares-24.85%2026-03-312026-04-23

USB US BANCORP189.6K shares-10.94%2026-03-312026-04-23

CSGP COSTAR GROUP INC219.1K shares366.48%2026-03-312026-04-23

LOW LOWES COS INC32.1K shares-3.82%2026-03-312026-04-23

MA MASTERCARD INCORPORATED12.7K shares13.19%2026-03-312026-04-23

EL LAUDER ESTEE COS INC72.2K shares-16.86%2026-03-312026-04-23

HD HOME DEPOT INC15.2K shares8.57%2026-03-312026-04-23

PEP PEPSICO INC29.2K shares13.19%2026-03-312026-04-23

Sponsored

V VISA INC14.4K shares11.85%2026-03-312026-04-23

EQIX EQUINIX INC4.3K shares-8.11%2026-03-312026-04-23

BSCR INVESCO EXCH TRD SLF IDX FD180.9K shares2.09%2026-03-312026-04-23

BSCS INVESCO EXCH TRD SLF IDX FD169.8K shares1.72%2026-03-312026-04-23

BSCT INVESCO EXCH TRD SLF IDX FD181.4K shares1.62%2026-03-312026-04-23

BSCU INVESCO EXCH TRD SLF IDX FD202.0K sharesnew addition2026-03-312026-04-23

SPGI S&P GLOBAL INC7.0K shares26.09%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO10.0K shares-4.77%2026-03-312026-04-23

Sponsored

LNG CHENIERE ENERGY INC10.4K shares-11.86%2026-03-312026-04-23

SCHX SCHWAB STRATEGIC TR98.1K shares8.72%2026-03-312026-04-23

RTX RTX CORPORATION12.3K shares5.76%2026-03-312026-04-23

AMAT APPLIED MATLS INC6.9K shares-28.89%2026-03-312026-04-23

VTI VANGUARD INDEX FDS7.3K shares4.27%2026-03-312026-04-23

XOM EXXON MOBIL CORP13.6K shares-22.01%2026-03-312026-04-23

FAST FASTENAL CO43.2K sharesnew addition2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.8K shares-0.08%2026-03-312026-04-23

Sponsored

BSJQ INVESCO EXCH TRD SLF IDX FD73.2K shares1.63%2026-03-312026-04-23

BSJR INVESCO EXCH TRD SLF IDX FD75.3K shares1.62%2026-03-312026-04-23

BSJS INVESCO EXCH TRD SLF IDX FD77.5K shares1.99%2026-03-312026-04-23

IBM INTERNATIONAL BUSINESS MACHS6.9K shares-1.13%2026-03-312026-04-23

BSJT INVESCO EXCH TRD SLF IDX FD76.8K sharesnew addition2026-03-312026-04-23

BUD ANHEUSER BUSCH INBEV SA NV21.4K shares549.06%2026-03-312026-04-23

MOAT VANECK ETF TRUST15.3K shares-90.19%2026-03-312026-04-23

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND6.6K shares0.76%2026-03-312026-04-23

Sponsored

WMT WALMART INC9.5K shares3.25%2026-03-312026-04-23

NOC NORTHROP GRUMMAN CORP1.7K shares1.34%2026-03-312026-04-23

IJH ISHARES TR12.8K shares-4.72%2026-03-312026-04-23

TSCO TRACTOR SUPPLY CO18.0K sharesnew addition2026-03-312026-04-23

IWF ISHARES TR1.9K shares-8.01%2026-03-312026-04-23

ECL ECOLAB INC2.6K shares-29.09%2026-03-312026-04-23

SYK STRYKER CORPORATION2.1K sharesnew addition2026-03-312026-04-23

WTW WILLIS TOWERS WATSON PLC LTD2.3K shares-0.43%2026-03-312026-04-23

Sponsored

IJR ISHARES TR5.3K shares-5.71%2026-03-312026-04-23

KO COCA COLA CO8.5K shares-7.55%2026-03-312026-04-23

BROADCOM INC BROADCOM INC1.9K shares32.84%2026-03-312026-04-23

PG PROCTER & GAMBLE CO3.7K shares75.80%2026-03-312026-04-23

PGR PROGRESSIVE CORP2.5K sharesnew addition2026-03-312026-04-23

SCHD SCHWAB STRATEGIC TR16.2K shares115.61%2026-03-312026-04-23

COP CONOCOPHILLIPS3.7K shares-19.24%2026-03-312026-04-23

CDNS CADENCE DESIGN SYSTEM INC1.8K shares0.00%2026-03-312026-04-23

Sponsored

DIS DISNEY WALT CO5.0K shares-0.20%2026-03-312026-04-23

NVDA NVIDIA CORPORATION2.6K shares17.29%2026-03-312026-04-23

ROK ROCKWELL AUTOMATION INC1.2K shares40.82%2026-03-312026-04-23

SDY SPDR SERIES TRUST2.7K shares0.00%2026-03-312026-04-23

IWD ISHARES TR1.6K shares0.00%2026-03-312026-04-23

RACE FERRARI N V1.0K shares74.83%2026-03-312026-04-23

XLU SELECT SECTOR SPDR TR7.2K sharesnew addition2026-03-312026-04-23

DGRO ISHARES TR4.4K shares-14.48%2026-03-312026-04-23

Sponsored

TIGO MILLICOM INTL CELLULAR S A4.0K shares0.00%2026-03-312026-04-23

GLW CORNING INC2.1K shares-47.20%2026-03-312026-04-23

GILD GILEAD SCIENCES INC2.0K shares0.00%2026-03-312026-04-23

CL COLGATE PALMOLIVE CO3.2K shares-95.18%2026-03-312026-04-23

BCS BARCLAYS PLC12.5K shares0.00%2026-03-312026-04-23

XYL XYLEM INC2.2K shares-15.51%2026-03-312026-04-23

ORCL ORACLE CORP1.7K shares-0.46%2026-03-312026-04-23

SBUX STARBUCKS CORP2.9K shares-23.27%2026-03-312026-04-23

Sponsored

HAL HALLIBURTON CO6.5K sharesnew addition2026-03-312026-04-23

PYPL PAYPAL HLDGS INC5.5K sharesnew addition2026-03-312026-04-23

JEF JEFFERIES FINANCIAL GROUP IN6.0K sharesnew addition2026-03-312026-04-23

SHYG ISHARES TR5.8K shares-1.71%2026-03-312026-04-23

CSTM CONSTELLIUM SE9.5K sharesnew addition2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS379 sharesnew addition2026-03-312026-04-23

EXC EXELON CORP4.6K shares0.00%2026-03-312026-04-23

APH AMPHENOL CORP1.7K shares0.00%2026-03-312026-04-23

Sponsored

QS QUANTUMSCAPE CORP20.0K shares0.00%2026-03-312026-04-23

AMZN

AMAZON COM INC

7.50%

Shares78.9K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

-6.01%

Shares63.7K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-17.22%

Shares49.3K

Event2026-03-31

Filed2026-04-23

NEE

NEXTERA ENERGY INC

-12.29%

Shares148.6K

Event2026-03-31

Filed2026-04-23

LINDE PLC

-1.39%

Shares27.0K

Event2026-03-31

Filed2026-04-23

CBRE

CBRE GROUP INC

50.16%

Shares98.6K

Event2026-03-31

Filed2026-04-23