S.E.E.D. Planning Group LLC

BINGHAMTON, NY · CIK 1765515 · 13F filing filed 2026-08-04

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyBinghamton, NY

$378.9m reported value +10.0% vs Q1 2026

88positions

37.9%in top 10

11 new 42 added 29 reduced 12 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	55,894	$16.2m4.27%	4.27%	Reduced -7.8k	-7,773 -12.2%
2	AMAZON COM INC COM AMZN	AMZN	67,033	$16.0m4.22%	4.22%	Reduced -11.9k	-11,905 -15.1%
3	ALPHABET INC CAP STK CL A GOOGL	GOOGL	42,179	$15.1m3.98%	3.98%	Reduced -7.1k	-7,107 -14.4%
4	SHERWIN WILLIAMS CO COM SHW	SHW	43,213	$14.9m3.93%	3.93%	Added +2.1k	+2,150 5.2%
5	CBRE GROUP INC CL A CBRE	CBRE	107,509	$14.5m3.82%	3.82%	Added +8.9k	+8,860 9.0%
6	NEXTERA ENERGY INC COM NEE	NEE	161,883	$14.2m3.75%	3.75%	Added +13.3k	+13,255 8.9%
7	LINDE PLC SHS LIN	LIN	26,845	$13.9m3.68%	3.68%	Reduced -116	-116 -0.4%
8	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	27,274	$13.7m3.61%	3.61%	Added +1.4k	+1,444 5.6%
9	META PLATFORMS INC CL A META	META	22,906	$12.9m3.41%	3.41%	Reduced -429	-429 -1.8%
10	MICROSOFT CORP COM MSFT	MSFT	32,764	$12.2m3.23%	3.23%	Reduced -735	-735 -2.2%
11	COSTCO WHSL CORP NEW COM COST	COST	12,637	$11.8m3.12%	3.12%	Added +329	+329 2.7%
12	ROLLINS INC COM ROL	ROL	280,863	$11.7m3.09%	3.09%	Added +53.3k	+53,276 23.4%
13	VALERO ENERGY CORP COM VLO	VLO	44,572	$11.6m3.06%	3.06%	Reduced -1.6k	-1,599 -3.5%
14	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	51,362	$11.5m3.04%	3.04%	Reduced -1.6k	-1,601 -3.0%
15	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	28,712	$11.4m3.01%	3.01%	New
16	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	412,929	$11.0m2.89%	2.89%	New
17	US BANCORP DEL COM NEW USB	USB	180,634	$10.9m2.88%	2.88%	Reduced -8.9k	-8,931 -4.7%
18	ENBRIDGE INC COM ENB	ENB	188,563	$10.2m2.70%	2.70%	Reduced -5.2k	-5,189 -2.7%
19	LOCKHEED MARTIN CORP COM LMT	LMT	17,394	$8.9m2.34%	2.34%	Added +319	+319 1.9%
20	COSTAR GROUP INC COM CSGP	CSGP	291,843	$8.3m2.18%	2.18%	Added +72.8k	+72,754 33.2%
21	LOWES COS INC COM LOW	LOW	35,726	$7.9m2.08%	2.08%	Added +3.6k	+3,620 11.3%
22	MASTERCARD INCORPORATED CL A MA	MA	13,326	$6.8m1.81%	1.81%	Added +668	+668 5.3%
23	HOME DEPOT INC COM HD	HD	17,180	$6.1m1.60%	1.60%	Added +2.0k	+1,971 13.0%
24	LAUDER ESTEE COS INC CL A EL	EL	64,095	$5.1m1.34%	1.34%	Reduced -8.1k	-8,119 -11.2%
25	VISA INC COM CL A V	V	14,005	$4.8m1.27%	1.27%	Reduced -411	-411 -2.9%
26	RTX CORPORATION COM RTX	RTX	22,952	$4.4m1.15%	1.15%	Added +10.7k	+10,670 86.9%
27	PEPSICO INC COM PEP	PEP	31,857	$4.3m1.14%	1.14%	Added +2.7k	+2,667 9.1%
28	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	216,750	$4.3m1.12%	1.12%	Added +35.9k	+35,856 19.8%
29	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 BSCS	BSCS	205,816	$4.2m1.11%	1.11%	Added +36.0k	+36,022 21.2%
30	EQUINIX INC COM EQIX	EQIX	4,020	$4.2m1.11%	1.11%	Reduced -253	-253 -5.9%
31	INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP BSCU	BSCU	247,154	$4.1m1.09%	1.09%	Added +45.2k	+45,188 22.4%
32	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 BSCT	BSCT	221,366	$4.1m1.09%	1.09%	Added +39.9k	+39,943 22.0%
33	APPLIED MATLS INC COM AMAT	AMAT	5,344	$3.9m1.02%	1.02%	Reduced -1.5k	-1,512 -22.1%
34	CHENIERE ENERGY INC COM NEW LNG	LNG	14,532	$3.5m0.92%	0.92%	Added +4.2k	+4,172 40.3%
35	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	119,521	$3.5m0.91%	0.91%	New
36	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	113,966	$3.4m0.89%	0.89%	Added +15.9k	+15,866 16.2%
37	JPMORGAN CHASE & CO COM JPM	JPM	9,927	$3.2m0.86%	0.86%	Reduced -92	-92 -0.9%
38	EXXON MOBIL CORP COM XOM	XOM	21,999	$3.0m0.79%	0.79%	Added +8.4k	+8,357 61.3%
39	S&P GLOBAL INC COM SPGI	SPGI	7,108	$2.9m0.76%	0.76%	Added +134	+134 1.9%
40	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	7,168	$2.7m0.70%	0.70%	Reduced -107	-107 -1.5%
41	INVESCO EXCH TRD SLF IDX FD INVSCO 28 HYCORP BSJS	BSJS	93,606	$2.0m0.54%	0.54%	Added +16.1k	+16,078 20.7%
42	INVESCO EXCH TRD SLF IDX FD BULETSHS 2027 BSJR	BSJR	91,073	$2.0m0.54%	0.54%	Added +15.8k	+15,752 20.9%
43	FASTENAL CO COM FAST	FAST	42,305	$2.0m0.54%	0.54%	Reduced -856	-856 -2.0%
44	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 BSJQ	BSJQ	88,387	$2.0m0.54%	0.54%	Added +15.2k	+15,215 20.8%
45	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 HG BSJT	BSJT	93,701	$2.0m0.52%	0.52%	Added +16.9k	+16,931 22.1%
46	FIDELITY COVINGTON TRUST ENHANCED INTL FENI	FENI	48,147	$1.9m0.51%	0.51%	New
47	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,844	$1.9m0.51%	0.51%	Unchanged
48	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	6,717	$1.9m0.50%	0.50%	Reduced -215	-215 -3.1%
49	ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR BUD	BUD	21,632	$1.8m0.47%	0.47%	Added +278	+278 1.3%
50	STRYKER CORPORATION COM SYK	SYK	4,432	$1.4m0.37%	0.37%	Added +2.3k	+2,342 112.1%
51	WALMART INC COM WMT	WMT	11,552	$1.3m0.35%	0.35%	Added +2.0k	+2,015 21.1%
52	ISHARES TR CORE S&P MCP ETF IJH	IJH	14,275	$1.1m0.29%	0.29%	Added +1.4k	+1,450 11.3%
53	NORTHROP GRUMMAN CORP COM NOC	NOC	2,161	$1.1m0.29%	0.29%	Added +499	+499 30.0%
54	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	10,118	$1.1m0.28%	0.28%	Reduced -5.2k	-5,192 -33.9%
55	PROCTER AND GAMBLE CO COM PG	PG	6,656	$976.0k0.26%	0.26%	Added +2.9k	+2,922 78.2%
56	ISHARES TR RUS 1000 GRW ETF IWF	IWF	7,204	$894.5k0.24%	0.24%	Reduced -288	-288 -3.8%
57	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	7,005	$871.7k0.23%	0.23%	Added +412	+412 6.2%
58	ISHARES TR CORE S&P SCP ETF IJR	IJR	5,750	$852.7k0.23%	0.23%	Added +413	+413 7.7%
59	PROGRESSIVE CORP COM PGR	PGR	3,653	$798.0k0.21%	0.21%	Added +1.1k	+1,103 43.2%
60	BROADCOM INC COM AVGO	AVGO	2,050	$774.2k0.20%	0.20%	Added +165	+165 8.8%
61	TRACTOR SUPPLY CO COM TSCO	TSCO	22,667	$716.5k0.19%	0.19%	Added +4.7k	+4,668 25.9%
62	ECOLAB INC COM ECL	ECL	2,548	$709.9k0.19%	0.19%	Reduced -36	-36 -1.4%
63	AGILENT TECHNOLOGIES INC COM A	A	5,110	$678.8k0.18%	0.18%	Reduced -105.6k	-105,562 -95.4%
64	COCA COLA CO COM KO	KO	8,188	$665.5k0.18%	0.18%	Reduced -349	-349 -4.1%
65	ISHARES TR 0-5YR HI YL CP SHYG	SHYG	15,366	$651.7k0.17%	0.17%	Added +9.5k	+9,546 164.0%
66	NVIDIA CORPORATION COM NVDA	NVDA	3,128	$625.8k0.17%	0.17%	Added +503	+503 19.2%
67	WILLIS TOWERS WATSON PLC LTD SHS WTW	WTW	2,324	$607.4k0.16%	0.16%	Unchanged
68	FERRARI N V COM RACE	RACE	1,578	$587.3k0.15%	0.15%	Added +571	+571 56.7%
69	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	1,563	$586.6k0.15%	0.15%	Reduced -209	-209 -11.8%
70	CONOCOPHILLIPS COM COP	COP	5,376	$558.9k0.15%	0.15%	Added +1.6k	+1,631 43.5%
71	ROCKWELL AUTOMATION INC COM ROK	ROK	1,117	$553.0k0.15%	0.15%	Reduced -80	-80 -6.7%
72	CORNING INC COM GLW	GLW	2,150	$549.2k0.14%	0.14%	Unchanged
73	CINTAS CORP COM CTAS	CTAS	3,219	$547.5k0.14%	0.14%	New
74	DISNEY WALT CO COM DIS	DIS	5,000	$481.2k0.13%	0.13%	Reduced -9	-9 -0.2%
75	ISHARES TR IBDS DEC28 ETF IBDT	IBDT	17,964	$453.6k0.12%	0.12%	New
76	ISHARES TR IBONDS 27 ETF IBDS	IBDS	18,676	$452.3k0.12%	0.12%	New
77	ISHARES TR IBONDS DEC2026 IBDR	IBDR	18,666	$452.3k0.12%	0.12%	New
78	ISHARES TR IBONDS DEC 29 IBDU	IBDU	19,523	$452.1k0.12%	0.12%	New
79	SPDR SER TR S&P DIVID ETF SDY	SDY	2,687	$408.9k0.11%	0.11%	Unchanged
80	ISHARES TR RUS 1000 VAL ETF IWD	IWD	1,649	$399.8k0.11%	0.11%	Unchanged
81	AMPHENOL CORP CL A APH	APH	1,712	$301.9k0.08%	0.08%	Unchanged
82	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	404	$277.5k0.07%	0.07%	Added +25	+25 6.6%
83	PALO ALTO NETWORKS INC COM PANW	PANW	801	$273.2k0.07%	0.07%	New
84	ORACLE CORP COM ORCL	ORCL	1,834	$268.8k0.07%	0.07%	Added +90	+90 5.2%
85	STARBUCKS CORP COM SBUX	SBUX	2,486	$254.0k0.07%	0.07%	Reduced -370	-370 -13.0%
86	CAPITAL ONE FINL CORP COM COF	COF	1,226	$245.9k0.06%	0.06%	New
87	XYLEM INC COM XYL	XYL	2,051	$242.5k0.06%	0.06%	Reduced -100	-100 -4.7%
88	COLGATE PALMOLIVE CO COM CL	CL	2,455	$225.0k0.06%	0.06%	Reduced -743	-743 -23.2%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SCHWAB STRATEGIC TR SCHD	SCHD	16,171	$496.1k16.2k shares
SELECT SECTOR SPDR TR XLU	XLU	7,226	$331.6k7.2k shares
ISHARES TR DGRO	DGRO	4,377	$307.2k4.4k shares
MILLICOM INTL CELLULAR S A TIGO	TIGO	4,000	$299.8k4.0k shares
GILEAD SCIENCES INC GILD	GILD	2,000	$278.7k2.0k shares
BARCLAYS PLC BCS	BCS	12,500	$264.5k12.5k shares
HALLIBURTON CO HAL	HAL	6,500	$253.4k6.5k shares
PAYPAL HLDGS INC PYPL	PYPL	5,500	$248.8k5.5k shares
JEFFERIES FINL GROUP INC JEF	JEF	6,000	$247.6k6.0k shares
CONSTELLIUM SE CSTM	CSTM	9,500	$233.5k9.5k shares
EXELON CORP EXC	EXC	4,600	$225.5k4.6k shares
QUANTUMSCAPE CORP QS	QS	20,000	$127.6k20.0k shares