S.E.E.D. Planning Group LLC
90 holdingsFiling period: 2026-03-31Current AUM: $373.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 78.9K | $16.4M | $21.4M | 5.74% | +5.5K | 2026-03-31 |
| 2 | AAPL | APPLE INC | 63.7K | $16.2M | $19.7M | 5.27% | -4,073 | 2026-03-31 |
| 3 | GOOGL | ALPHABET INC | 49.3K | $14.2M | $17.6M | 4.70% | -10,255 | 2026-03-31 |
| 4 | NEE | NEXTERA ENERGY INC | 148.6K | $13.8M | $12.9M | 3.46% | -20,822 | 2026-03-31 |
| 5 | — | LINDE PLC | 27.0K | $13.4M | $13.4M | 3.58% | -380 | 2026-03-31 |
| 6 | CBRE | CBRE GROUP INC | 98.6K | $13.4M | $14.5M | 3.88% | +33.0K | 2026-03-31 |
| 7 | META | META PLATFORMS INC | 23.3K | $13.3M | $13.0M | 3.48% | +4.2K | 2026-03-31 |
| 8 | SHW | SHERWIN WILLIAMS CO | 41.1K | $13.2M | $14.0M | 3.75% | -- | 2026-03-31 |
| 9 | TMO | THERMO FISHER SCIENTIFIC INC | 25.8K | $12.7M | $14.8M | 3.97% | -377 | 2026-03-31 |
| 10 | A | AGILENT TECHNOLOGIES INC | 110.7K | $12.6M | $15.3M | 4.10% | +9.3K | 2026-03-31 |
| 11 | MSFT | MICROSOFT CORP | 33.5K | $12.4M | $15.6M | 4.17% | +7.0K | 2026-03-31 |
| 12 | COST | COSTCO WHOLESALE CORPORATION | 12.3K | $12.3M | $11.7M | 3.14% | +5.1K | 2026-03-31 |
| 13 | ROL | ROLLINS INC | 227.6K | $12.2M | $8.6M | 2.31% | -- | 2026-03-31 |
| 14 | VLO | VALERO ENERGY CORP | 46.2K | $11.4M | $14.4M | 3.87% | -24,225 | 2026-03-31 |
| 15 | ADP | AUTOMATIC DATA PROCESSING IN | 53.0K | $10.8M | $14.1M | 3.78% | +9.2K | 2026-03-31 |
| 16 | ENB | ENBRIDGE INC | 193.8K | $10.5M | $10.6M | 2.83% | -20,739 | 2026-03-31 |
| 17 | LMT | LOCKHEED MARTIN CORP | 17.1K | $10.3M | $10.0M | 2.66% | -5,645 | 2026-03-31 |
| 18 | USB | US BANCORP | 189.6K | $9.9M | $11.9M | 3.20% | -23,295 | 2026-03-31 |
| 19 | CSGP | COSTAR GROUP INC | 219.1K | $8.8M | $6.3M | 1.69% | +172.1K | 2026-03-31 |
| 20 | LOW | LOWES COS INC | 32.1K | $7.6M | $6.7M | 1.79% | -1,274 | 2026-03-31 |
| 21 | MA | MASTERCARD INCORPORATED | 12.7K | $6.3M | $7.3M | 1.94% | +1.5K | 2026-03-31 |
| 22 | EL | LAUDER ESTEE COS INC | 72.2K | $5.2M | $6.1M | 1.62% | -14,640 | 2026-03-31 |
| 23 | HD | HOME DEPOT INC | 15.2K | $5.0M | $5.0M | 1.35% | +1.2K | 2026-03-31 |
| 24 | PEP | PEPSICO INC | 29.2K | $4.5M | $4.1M | 1.09% | +3.4K | 2026-03-31 |
| 25 | V | VISA INC | 14.4K | $4.4M | $5.3M | 1.41% | +1.5K | 2026-03-31 |
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