S.E.E.D. Planning Group LLC
89 holdingsFiling period: 2026-06-30Current AUM: $399.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 55.9K | $16.2M | $18.5M | 4.63% | -7,773 | 2026-06-30 |
| 2 | AMZN | AMAZON COM INC | 67.0K | $16.0M | $16.7M | 4.17% | -11,905 | 2026-06-30 |
| 3 | GOOGL | ALPHABET INC | 42.2K | $15.1M | $14.6M | 3.64% | -7,107 | 2026-06-30 |
| 4 | SHW | SHERWIN WILLIAMS CO | 43.2K | $14.9M | $14.0M | 3.49% | +2.1K | 2026-06-30 |
| 5 | CBRE | CBRE GROUP INC | 107.5K | $14.5M | $15.1M | 3.77% | +8.9K | 2026-06-30 |
| 6 | NEE | NEXTERA ENERGY INC | 161.9K | $14.2M | $13.1M | 3.28% | +13.3K | 2026-06-30 |
| 7 | — | LINDE PLC | 26.8K | $13.9M | $13.9M | 3.49% | -116 | 2026-06-30 |
| 8 | TMO | THERMO FISHER SCIENTIFIC INC | 27.3K | $13.7M | $17.5M | 4.38% | +1.4K | 2026-06-30 |
| 9 | META | META PLATFORMS INC | 22.9K | $12.9M | $15.4M | 3.84% | -429 | 2026-06-30 |
| 10 | MSFT | MICROSOFT CORP | 32.8K | $12.2M | $16.3M | 4.07% | -735 | 2026-06-30 |
| 11 | COST | COSTCO WHOLESALE CORPORATION | 12.6K | $11.8M | $11.4M | 2.85% | +329 | 2026-06-30 |
| 12 | ROL | ROLLINS INC | 280.9K | $11.7M | $9.5M | 2.37% | +53.3K | 2026-06-30 |
| 13 | VLO | VALERO ENERGY CORP | 44.6K | $11.6M | $17.7M | 4.43% | -1,599 | 2026-06-30 |
| 14 | ADP | AUTOMATIC DATA PROCESSING IN | 51.4K | $11.5M | $14.2M | 3.55% | -1,601 | 2026-06-30 |
| 15 | ISRG | INTUITIVE SURGICAL INC | 28.7K | $11.4M | $10.8M | 2.71% | -- | 2026-06-30 |
| 16 | PYLD | PIMCO ETF TR | 412.9K | $10.9M | $10.6M | 2.66% | -- | 2026-06-30 |
| 17 | USB | US BANCORP | 180.6K | $10.9M | $11.2M | 2.81% | -8,931 | 2026-06-30 |
| 18 | ENB | ENBRIDGE INC | 188.6K | $10.2M | $9.1M | 2.28% | -5,189 | 2026-06-30 |
| 19 | LMT | LOCKHEED MARTIN CORP | 17.4K | $8.9M | $9.3M | 2.32% | +319 | 2026-06-30 |
| 20 | CSGP | COSTAR GROUP INC | 291.8K | $8.3M | $9.2M | 2.30% | +72.8K | 2026-06-30 |
| 21 | LOW | LOWES COS INC | 35.7K | $7.9M | $7.0M | 1.74% | +3.6K | 2026-06-30 |
| 22 | MA | MASTERCARD INCORPORATED | 13.3K | $6.8M | $7.6M | 1.91% | +668 | 2026-06-30 |
| 23 | HD | HOME DEPOT INC | 17.2K | $6.1M | $5.2M | 1.31% | +2.0K | 2026-06-30 |
| 24 | EL | LAUDER ESTEE COS INC | 64.1K | $5.1M | $6.2M | 1.54% | -8,119 | 2026-06-30 |
| 25 | V | VISA INC | 14.0K | $4.8M | $5.3M | 1.32% | -411 | 2026-06-30 |
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