S.E.E.D. Planning Group LLC

CIK

1765515

Location

BINGHAMTON, NY

Portfolio Value

Small $324,075,342

Diversification

Diversified

Filing Date

Global Rank

#3,558 / 8,633 ▼ 80

Top Industry

Specialty Chemicals 9.1%

3Y Alpha vs SPY

-4.3%

Period ended 51 days ago

Filed Aug 4, 2026 · 16d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+60.2%

SPY

+76.2%

Annualised alpha

-3.8%

Max drawdown

−17.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

63 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.0%

−0.3 pts

Top 5

23.6%

−0.0 pts

Top 10

44.3%

−0.2 pts

HHI

329

Diversified−10

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	15.3%	$49,599,930	13
Consumer Cyclical	13.3%	$43,194,153	7
Financial Services	10.0%	$32,278,587	9
Basic Materials	9.1%	$29,519,942	3
Energy	8.9%	$28,870,215	5
Communication Services	8.8%	$28,457,479	3
Healthcare	8.4%	$27,166,411	4
Real Estate	8.3%	$26,935,787	3
Consumer Defensive	8.1%	$26,152,673	8
Industrials	5.5%	$17,691,695	7
Utilities	4.4%	$14,208,470	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CSGP	Costar Group, Inc.	+72,754	291,843	$8,264,993
ROL	Rollins Inc	+53,276	280,863	$11,723,221
NEE	Nextera Energy Inc	+13,255	161,883	$14,208,470
RTX	RTX Corp	+10,670	22,952	$4,354,682
CBRE	Cbre Group, Inc.	+8,860	107,509	$14,480,387
XOM	ExxonMobil Holdings Corp	+8,357	21,999	$3,007,703
TSCO	Tractor Supply Co /De/	+4,668	22,667	$716,503
LNG	Cheniere Energy, Inc.	+4,172	14,532	$3,473,293
LOW	Lowes Companies Inc	+3,620	35,726	$7,877,225
PG	PROCTER & GAMBLE Co	+2,922	6,656	$976,035
PEP	Pepsico Inc	+2,667	31,857	$4,313,437
SYK	Stryker Corp	+2,342	4,432	$1,395,370
SHW	Sherwin Williams Co	+2,150	43,213	$14,879,100
WMT	Walmart Inc.	+2,015	11,552	$1,308,379
HD	Home Depot, Inc.	+1,971	17,180	$6,059,042
COP	Conocophillips	+1,631	5,376	$558,888
TMO	Thermo Fisher Scientific Inc.	+1,444	27,274	$13,674,092
PGR	Progressive Corp/Oh/	+1,103	3,653	$797,997
MA	Mastercard Inc	+668	13,326	$6,844,233
RACE	Ferrari N.V.	+571	1,578	$587,473
NVDA	Nvidia Corp	+503	3,128	$625,881
NOC	Northrop Grumman Corp /De/	+499	2,161	$1,100,618
ACN	Accenture plc	+412	7,005	$871,702
COST	Costco Wholesale Corp /New	+329	12,637	$11,821,534
LMT	Lockheed Martin Corp	+319	17,394	$8,861,547
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
A	Agilent Technologies, Inc.	−105,562	5,110	$678,761
AMZN	Amazon Com Inc	−11,905	67,033	$15,976,645
USB	US Bancorp De	−8,931	180,634	$10,910,293
EL	Estee Lauder Companies Inc	−8,119	64,095	$5,060,300
AAPL	Apple Inc.	−7,773	55,894	$16,173,487
GOOGL	Alphabet Inc.	−7,107	42,179	$15,073,509
ENB	Enbridge Inc	−5,189	188,563	$10,222,000
ADP	Automatic Data Processing Inc	−1,601	51,362	$11,502,519
VLO	Valero Energy Corp/Tx	−1,599	44,572	$11,608,331
AMAT	Applied Materials Inc /De	−1,512	5,344	$3,863,712
FAST	Fastenal Co	−856	42,305	$2,031,909
CL	Colgate Palmolive Co	−743	2,455	$225,074
MSFT	Microsoft Corp	−735	32,764	$12,221,627
META	Meta Platforms, Inc.	−429	22,906	$12,902,720
V	Visa Inc.	−411	14,005	$4,804,975
SBUX	Starbucks Corp	−370	2,486	$254,044
KO	Coca Cola Co	−349	8,188	$665,438
EQIX	Equinix Inc	−253	4,020	$4,190,407
IBM	International Business Machines Corp	−215	6,717	$1,888,887
CDNS	Cadence Design Systems Inc	−209	1,563	$586,625
LIN	Linde PLC	−116	26,845	$13,930,944
XYL	Xylem Inc.	−100	2,051	$242,448
JPM	Jpmorgan Chase & Co	−92	9,927	$3,249,404
ROK	Rockwell Automation, Inc	−80	1,117	$553,004
ECL	Ecolab Inc.	−36	2,548	$709,898
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
ISRG	Intuitive Surgical Inc	28,712	$11,418,188
CTAS	Cintas Corp	3,219	$547,487
PANW	Palo Alto Networks Inc	801	$273,157
COF	Capital One Financial Corp	1,226	$245,960
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
TIGO	Millicom International Cellular SA	4,000	$299,760
GILD	Gilead Sciences, Inc.	2,000	$278,740
BCS	Barclays PLC	12,500	$264,500
HAL	Halliburton Co	6,500	$253,435
PYPL	PayPal Holdings, Inc.	5,500	$248,765
JEF	Jefferies Financial Group Inc.	6,000	$247,620
CSTM	Constellium SE	9,500	$233,510
EXC	Exelon Corp	4,600	$225,492
QS	QuantumScape Corp	20,000	$127,600
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

63 tracked positions · $324,075,342 total · filing declares 88 positions · $378,923,928 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 63 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	55,894	-7,773	$16,173,487	+0.1%	4.99%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	67,033	-11,905	$15,976,645	−2.8%	4.93%
GOOGL	Alphabet Inc. Communication Services	Reduced	42,179	-7,107	$15,073,509	+6.4%	4.65%
SHW	Sherwin Williams Co Basic Materials	Added	43,213	+2,150	$14,879,100	+13.0%	4.59%
CBRE	Cbre Group, Inc. Real Estate	Added	107,509	+8,860	$14,480,387	+8.4%	4.47%
NEE	Nextera Energy Inc Utilities	Added	161,883	+13,255	$14,208,470	+2.9%	4.38%
LIN	Linde PLC Basic Materials	Reduced	26,845	-116	$13,930,944	+4.2%	4.30%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	27,274	+1,444	$13,674,092	+7.7%	4.22%
META	Meta Platforms, Inc. Communication Services	Reduced	22,906	-429	$12,902,720	−3.4%	3.98%
MSFT	Microsoft Corp Technology	Reduced	32,764	-735	$12,221,627	−1.4%	3.77%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	12,637	+329	$11,821,534	−3.6%	3.65%
ROL	Rollins Inc Consumer Cyclical	Added	280,863	+53,276	$11,723,221	−3.6%	3.62%
VLO	Valero Energy Corp/Tx Energy	Reduced	44,572	-1,599	$11,608,331	+1.8%	3.58%
ADP	Automatic Data Processing Inc Technology	Reduced	51,362	-1,601	$11,502,519	+6.9%	3.55%
ISRG	Intuitive Surgical Inc Healthcare	NEW	28,712	NEW	$11,418,188	NEW	3.52%
USB	US Bancorp De Financial Services	Reduced	180,634	-8,931	$10,910,293	+10.7%	3.37%
ENB	Enbridge Inc Energy	Reduced	188,563	-5,189	$10,222,000	−2.6%	3.15%
LMT	Lockheed Martin Corp Industrials	Added	17,394	+319	$8,861,547	−14.1%	2.73%
CSGP	Costar Group, Inc. Real Estate	Added	291,843	+72,754	$8,264,993	−6.5%	2.55%
LOW	Lowes Companies Inc Consumer Cyclical	Added	35,726	+3,620	$7,877,225	+3.8%	2.43%
MA	Mastercard Inc Financial Services	Added	13,326	+668	$6,844,233	+8.2%	2.11%
HD	Home Depot, Inc. Consumer Cyclical	Added	17,180	+1,971	$6,059,042	+21.1%	1.87%
EL	Estee Lauder Companies Inc Consumer Defensive	Reduced	64,095	-8,119	$5,060,300	−2.4%	1.56%
V	Visa Inc. Financial Services	Reduced	14,005	-411	$4,804,975	+10.3%	1.48%
RTX	RTX Corp Industrials	Added	22,952	+10,670	$4,354,682	+83.8%	1.34%
PEP	Pepsico Inc Consumer Defensive	Added	31,857	+2,667	$4,313,437	−4.8%	1.33%
EQIX	Equinix Inc Real Estate	Reduced	4,020	-253	$4,190,407	+0.0%	1.29%
AMAT	Applied Materials Inc /De Technology	Reduced	5,344	-1,512	$3,863,712	+64.9%	1.19%
LNG	Cheniere Energy, Inc. Energy	Added	14,532	+4,172	$3,473,293	+18.1%	1.07%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	9,927	-92	$3,249,404	+10.3%	1.00%
XOM	ExxonMobil Holdings Corp Energy	Added	21,999	+8,357	$3,007,703	+30.0%	0.93%
SPGI	S&P Global Inc. Financial Services	Added	7,108	+134	$2,894,803	−2.4%	0.89%
FAST	Fastenal Co Industrials	Reduced	42,305	-856	$2,031,909	+1.5%	0.63%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	3,844	0	$1,923,499	+4.4%	0.59%
IBM	International Business Machines Corp Technology	Reduced	6,717	-215	$1,888,887	+12.4%	0.58%
BUD	Anheuser-Busch InBev SA/NV Consumer Defensive	Added	21,632	+278	$1,782,476	+20.3%	0.55%
SYK	Stryker Corp Healthcare	Added	4,432	+2,342	$1,395,370	+103.2%	0.43%
WMT	Walmart Inc. Consumer Defensive	Added	11,552	+2,015	$1,308,379	+10.4%	0.40%
NOC	Northrop Grumman Corp /De/ Industrials	Added	2,161	+499	$1,100,618	−2.9%	0.34%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	6,656	+2,922	$976,035	+81.0%	0.30%
ACN	Accenture plc Technology	Added	7,005	+412	$871,702	−33.3%	0.27%
PGR	Progressive Corp/Oh/ Financial Services	Added	3,653	+1,103	$797,997	+57.9%	0.25%
AVGO	Broadcom Inc. Technology	Added	2,050	+165	$774,387	+32.7%	0.24%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	Added	22,667	+4,668	$716,503	−12.1%	0.22%
ECL	Ecolab Inc. Basic Materials	Reduced	2,548	-36	$709,898	+3.3%	0.22%
A	Agilent Technologies, Inc. Healthcare	Reduced	5,110	-105,562	$678,761	−94.6%	0.21%
KO	Coca Cola Co Consumer Defensive	Reduced	8,188	-349	$665,438	+2.5%	0.21%
NVDA	Nvidia Corp Technology	Added	3,128	+503	$625,881	+36.7%	0.19%
WTW	Willis Towers Watson PLC Financial Services	Held	2,324	0	$607,423	−10.1%	0.19%
RACE	Ferrari N.V. Consumer Cyclical	Added	1,578	+571	$587,473	+72.4%	0.18%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.