Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
S.E.E.D. Planning Group LLC (CIK 1765515) reported $344.3M across 89 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMZN ($16.4M, 4.77%), AAPL ($16.2M, 4.69%), GOOGL ($14.2M, 4.12%), NEE ($13.8M, 4.01%), CBRE ($13.4M, 3.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $16.4M | 4.77% | 78,938 | Added |
| 2 | AAPL | APPLE INC | $16.2M | 4.69% | 63,667 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $14.2M | 4.12% | 49,286 | Trimmed |
| 4 | NEE | NEXTERA ENERGY INC | $13.8M | 4.01% | 148,628 | Trimmed |
| 5 | CBRE | CBRE GROUP INC | $13.4M | 3.88% | 98,649 | Added |
| 6 | LIN | LINDE PLC | $13.4M | 3.88% | 26,961 | Trimmed |
| 7 | META | META PLATFORMS INC | $13.4M | 3.88% | 23,335 | Added |
| 8 | SHW | SHERWIN WILLIAMS CO | $13.2M | 3.82% | 41,063 | New |
| 9 | TMO | THERMO FISHER SCIENTIFIC INC | $12.7M | 3.69% | 25,830 | Trimmed |
| 10 | A | AGILENT TECHNOLOGIES INC | $12.6M | 3.66% | 110,672 | Added |
| 11 | MSFT | MICROSOFT CORP | $12.4M | 3.60% | 33,499 | Added |
| 12 | COST | COSTCO WHOLESALE CORPORATION | $12.3M | 3.56% | 12,308 | Added |
| 13 | ROL | ROLLINS INC | $12.2M | 3.53% | 227,587 | New |
| 14 | VLO | VALERO ENERGY CORP | $11.4M | 3.31% | 46,171 | Trimmed |
| 15 | ADP | AUTOMATIC DATA PROCESSING IN | $10.8M | 3.13% | 52,963 | Added |
| 16 | ENB | ENBRIDGE INC | $10.5M | 3.05% | 193,752 | Trimmed |
| 17 | LMT | LOCKHEED MARTIN CORP | $10.3M | 3.00% | 17,075 | Trimmed |
| 18 | USB | US BANCORP | $9.9M | 2.86% | 189,565 | Trimmed |
| 19 | CSGP | COSTAR GROUP INC | $8.8M | 2.57% | 219,089 | Added |
| 20 | LOW | LOWES COS INC | $7.6M | 2.20% | 32,106 | Trimmed |
| 21 | MA | MASTERCARD INCORPORATED | $6.3M | 1.84% | 12,658 | Added |
| 22 | EL | LAUDER ESTEE COS INC | $5.2M | 1.51% | 72,214 | Trimmed |
| 23 | HD | HOME DEPOT INC | $5.0M | 1.45% | 15,209 | Added |
| 24 | PEP | PEPSICO INC | $4.5M | 1.32% | 29,190 | Added |
| 25 | V | VISA INC | $4.4M | 1.27% | 14,416 | Added |
Source: SEC Form 13F filings · as of 2026-03-31