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 $378.9M across 88 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($16.2M, 4.27%), AMZN ($16.0M, 4.22%), GOOGL ($15.1M, 3.98%), SHW ($14.9M, 3.93%), CBRE ($14.5M, 3.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $16.2M | 4.27% | 55,894 | Trimmed |
| 2 | AMZN | AMAZON COM INC | $16.0M | 4.22% | 67,033 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $15.1M | 3.98% | 42,179 | Trimmed |
| 4 | SHW | SHERWIN WILLIAMS CO | $14.9M | 3.93% | 43,213 | Added |
| 5 | CBRE | CBRE GROUP INC | $14.5M | 3.82% | 107,509 | Added |
| 6 | NEE | NEXTERA ENERGY INC | $14.2M | 3.75% | 161,883 | Added |
| 7 | LIN | LINDE PLC | $13.9M | 3.68% | 26,845 | Trimmed |
| 8 | TMO | THERMO FISHER SCIENTIFIC INC | $13.7M | 3.61% | 27,274 | Added |
| 9 | META | META PLATFORMS INC | $12.9M | 3.41% | 22,906 | Trimmed |
| 10 | MSFT | MICROSOFT CORP | $12.2M | 3.23% | 32,764 | Trimmed |
| 11 | COST | COSTCO WHOLESALE CORPORATION | $11.8M | 3.12% | 12,637 | Added |
| 12 | ROL | ROLLINS INC | $11.7M | 3.09% | 280,863 | Added |
| 13 | VLO | VALERO ENERGY CORP | $11.6M | 3.06% | 44,572 | Trimmed |
| 14 | ADP | AUTOMATIC DATA PROCESSING IN | $11.5M | 3.04% | 51,362 | Trimmed |
| 15 | ISRG | INTUITIVE SURGICAL INC | $11.4M | 3.01% | 28,712 | New |
| 16 | PYLD | PIMCO ETF TR | $11.0M | 2.89% | 412,929 | New |
| 17 | USB | US BANCORP | $10.9M | 2.88% | 180,634 | Trimmed |
| 18 | ENB | ENBRIDGE INC | $10.2M | 2.70% | 188,563 | Trimmed |
| 19 | LMT | LOCKHEED MARTIN CORP | $8.9M | 2.34% | 17,394 | Added |
| 20 | CSGP | COSTAR GROUP INC | $8.3M | 2.18% | 291,843 | Added |
| 21 | LOW | LOWES COS INC | $7.9M | 2.08% | 35,726 | Added |
| 22 | MA | MASTERCARD INCORPORATED | $6.8M | 1.81% | 13,326 | Added |
| 23 | HD | HOME DEPOT INC | $6.1M | 1.60% | 17,180 | Added |
| 24 | EL | LAUDER ESTEE COS INC | $5.1M | 1.34% | 64,095 | Trimmed |
| 25 | V | VISA INC | $4.8M | 1.27% | 14,005 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30