S.E.E.D. Planning Group LLC 13F Holdings · Q3 2026
S.E.E.D. Planning Group LLC reported 98 securities worth $408.32M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: AAPL (4.96%), AMZN (4.42%), META (4.30%). Among its top 25 positions this quarter: 1 new, 14 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $20.3M | 4.96% | 60,834 | Added |
| 2 | AMZN | AMAZON COM INC | $18.0M | 4.42% | 72,399 | Added |
| 3 | META | META PLATFORMS INC | $17.5M | 4.30% | 24,200 | Added |
| 4 | MSFT | MICROSOFT CORP | $17.5M | 4.29% | 34,125 | Added |
| 5 | GOOGL | ALPHABET INC | $16.4M | 4.02% | 47,702 | Added |
| 6 | TMO | THERMO FISHER SCIENTIFIC INC | $15.7M | 3.84% | 23,215 | Trimmed |
| 7 | VLO | VALERO ENERGY CORP | $14.3M | 3.50% | 36,862 | Trimmed |
| 8 | LIN | LINDE PLC | $13.7M | 3.36% | 28,905 | Added |
| 9 | ISRG | INTUITIVE SURGICAL INC | $13.7M | 3.35% | 33,613 | Added |
| 10 | SHW | SHERWIN WILLIAMS CO | $13.5M | 3.31% | 41,789 | Trimmed |
| 11 | CBRE | CBRE GROUP INC | $13.3M | 3.25% | 103,393 | Trimmed |
| 12 | NEE | NEXTERA ENERGY INC | $13.2M | 3.22% | 173,654 | Added |
| 13 | COST | COSTCO WHOLESALE CORPORATION | $12.0M | 2.94% | 13,191 | Added |
| 14 | ROL | ROLLINS INC | $11.5M | 2.83% | 383,037 | Added |
| 15 | ADP | AUTOMATIC DATA PROCESSING IN | $11.1M | 2.71% | 42,950 | Trimmed |
| 16 | PYLD | PIMCO ETF TR | $10.5M | 2.56% | 412,269 | Trimmed |
| 17 | ASML | ASML HLDG NV | $9.9M | 2.43% | 5,481 | New |
| 18 | USB | US BANCORP | $9.8M | 2.40% | 169,740 | Trimmed |
| 19 | CSGP | COSTAR GROUP INC | $8.7M | 2.14% | 318,719 | Added |
| 20 | ENB | ENBRIDGE INC | $8.6M | 2.11% | 185,386 | Trimmed |
| 21 | LMT | LOCKHEED MARTIN CORP | $8.3M | 2.02% | 16,233 | Trimmed |
| 22 | LOW | LOWES COS INC | $7.6M | 1.87% | 41,508 | Added |
| 23 | MA | MASTERCARD INCORPORATED | $7.4M | 1.81% | 13,401 | Added |
| 24 | LNG | CHENIERE ENERGY INC | $5.1M | 1.26% | 19,139 | Added |
| 25 | V | VISA INC | $4.8M | 1.18% | 13,374 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR