Universe · entity
S.E.E.D. Planning Group LLC
Institutional manager (13F) · CIK 1765515
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $328M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | AMAZON COM INC | $16M | 78,938 |
| 2 | APPLE INC | $16M | 63,667 |
| 3 | ALPHABET INC | $14M | 49,286 |
| 4 | NEXTERA ENERGY INC | $14M | 148,628 |
| 5 | LINDE PLC | $13M | 26,961 |
| 6 | CBRE GROUP INC | $13M | 98,649 |
| 7 | META PLATFORMS INC | $13M | 23,335 |
| 8 | SHERWIN WILLIAMS CO | $13M | 41,063 |
| 9 | THERMO FISHER SCIENTIFIC INC | $13M | 25,830 |
| 10 | AGILENT TECHNOLOGIES INC | $13M | 110,672 |
| 11 | MICROSOFT CORP | $12M | 33,499 |
| 12 | COSTCO WHOLESALE CORPORATION | $12M | 12,308 |
| 13 | ROLLINS INC | $12M | 227,587 |
| 14 | VALERO ENERGY CORP | $11M | 46,171 |
| 15 | AUTOMATIC DATA PROCESSING IN | $11M | 52,963 |
| 16 | ENBRIDGE INC | $10M | 193,752 |
| 17 | LOCKHEED MARTIN CORP | $10M | 17,075 |
| 18 | US BANCORP | $10M | 189,565 |
| 19 | COSTAR GROUP INC | $9M | 219,089 |
| 20 | LOWES COS INC | $8M | 32,106 |
| 21 | MASTERCARD INCORPORATED | $6M | 12,658 |
| 22 | LAUDER ESTEE COS INC | $5M | 72,214 |
| 23 | HOME DEPOT INC | $5M | 15,209 |
| 24 | PEPSICO INC | $5M | 29,190 |
| 25 | VISA INC | $4M | 14,416 |
| 26 | EQUINIX INC | $4M | 4,273 |
| 27 | INVESCO EXCH TRD SLF IDX FD | $4M | 180,894 |
| 28 | INVESCO EXCH TRD SLF IDX FD | $3M | 169,794 |
| 29 | INVESCO EXCH TRD SLF IDX FD | $3M | 181,423 |
| 30 | INVESCO EXCH TRD SLF IDX FD | $3M | 201,966 |
| 31 | S&P GLOBAL INC | $3M | 6,974 |
| 32 | JPMORGAN CHASE & CO | $3M | 10,019 |
| 33 | CHENIERE ENERGY INC | $3M | 10,360 |
| 34 | SCHWAB STRATEGIC TR | $3M | 98,100 |
| 35 | RTX CORPORATION | $2M | 12,282 |
| 36 | APPLIED MATLS INC | $2M | 6,856 |
| 37 | VANGUARD INDEX FDS | $2M | 7,275 |
| 38 | EXXON MOBIL CORP | $2M | 13,642 |
| 39 | FASTENAL CO | $2M | 43,161 |
| 40 | BERKSHIRE HATHAWAY INC DEL | $2M | 3,844 |
| 41 | INVESCO EXCH TRD SLF IDX FD | $2M | 73,172 |
| 42 | INVESCO EXCH TRD SLF IDX FD | $2M | 75,321 |
| 43 | INVESCO EXCH TRD SLF IDX FD | $2M | 77,528 |
| 44 | INTERNATIONAL BUSINESS MACHS | $2M | 6,932 |
| 45 | INVESCO EXCH TRD SLF IDX FD | $2M | 76,770 |
| 46 | ANHEUSER BUSCH INBEV SA NV | $1M | 21,354 |
| 47 | VANECK ETF TRUST | $1M | 15,310 |
| 48 | ACCENTURE PLC IRELAND | $1M | 6,593 |
| 49 | WALMART INC | $1M | 9,537 |
| 50 | NORTHROP GRUMMAN CORP | $1M | 1,662 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.