S.E.E.D. Planning Group LLC
89 holdingsFiling period: 2026-06-30Current AUM: $409.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 55.9K | $16.2M | $19.3M | 4.71% | -7,773 | 2026-06-30 |
| 2 | AMZN | Amazon.com Inc | 67.0K | $16.0M | $16.1M | 3.94% | -11,905 | 2026-06-30 |
| 3 | GOOGL | Alphabet Inc | 42.2K | $15.1M | $11.8M | 2.89% | -7,107 | 2026-06-30 |
| 4 | SHW | Sherwin Williams Co | 43.2K | $14.9M | $14.4M | 3.51% | +2.1K | 2026-06-30 |
| 5 | CBRE | Cbre Group Inc | 107.5K | $14.5M | $13.9M | 3.39% | +8.9K | 2026-06-30 |
| 6 | NEE | Nextera Energy Inc | 161.9K | $14.2M | $13.6M | 3.31% | +13.3K | 2026-06-30 |
| 7 | — | Linde PLC | 26.8K | $13.9M | $13.9M | 3.41% | -116 | 2026-06-30 |
| 8 | TMO | Thermo Fisher Scientific Inc | 27.3K | $13.7M | $19.0M | 4.65% | +1.4K | 2026-06-30 |
| 9 | META | Meta Platforms Inc | 22.9K | $12.9M | $14.1M | 3.44% | -429 | 2026-06-30 |
| 10 | MSFT | Microsoft Corp | 32.8K | $12.2M | $17.1M | 4.18% | -735 | 2026-06-30 |
| 11 | COST | Costco Wholesale Corporation | 12.6K | $11.8M | $12.8M | 3.13% | +329 | 2026-06-30 |
| 12 | ROL | Rollins Inc | 280.9K | $11.7M | $9.7M | 2.38% | +53.3K | 2026-06-30 |
| 13 | VLO | Valero Energy Corp | 44.6K | $11.6M | $17.8M | 4.35% | -1,599 | 2026-06-30 |
| 14 | ADP | Automatic Data Processing in | 51.4K | $11.5M | $15.1M | 3.69% | -1,601 | 2026-06-30 |
| 15 | ISRG | Intuitive Surgical Inc | 28.7K | $11.4M | $12.4M | 3.03% | -- | 2026-06-30 |
| 16 | PYLD | PIMCO ETF TR | 412.9K | $10.9M | $10.6M | 2.59% | -- | 2026-06-30 |
| 17 | USB | US Bancorp | 180.6K | $10.9M | $10.7M | 2.63% | -8,931 | 2026-06-30 |
| 18 | ENB | Enbridge Inc | 188.6K | $10.2M | $9.3M | 2.28% | -5,189 | 2026-06-30 |
| 19 | LMT | Lockheed Martin Corp | 17.4K | $8.9M | $11.1M | 2.71% | +319 | 2026-06-30 |
| 20 | CSGP | Costar Group Inc | 291.8K | $8.3M | $8.8M | 2.15% | +72.8K | 2026-06-30 |
| 21 | LOW | Lowes Cos Inc | 35.7K | $7.9M | $7.5M | 1.83% | +3.6K | 2026-06-30 |
| 22 | MA | Mastercard Incorporated | 13.3K | $6.8M | $8.5M | 2.08% | +668 | 2026-06-30 |
| 23 | HD | Home Depot Inc | 17.2K | $6.1M | $5.7M | 1.38% | +2.0K | 2026-06-30 |
| 24 | EL | Lauder Estee Cos Inc | 64.1K | $5.1M | $7.0M | 1.71% | -8,119 | 2026-06-30 |
| 25 | V | Visa Inc | 14.0K | $4.8M | $5.8M | 1.42% | -411 | 2026-06-30 |
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