S.E.E.D. Planning Group LLC

CIK

1765515

Location

BINGHAMTON, NY

Portfolio Value

Small $310,407,792

Diversification

Diversified

Filing Date

Global Rank

#3,352 / 8,603 ▲ 112 · as of Mar 2026

Top Industry

Internet Content & Information 8.9%

3Y Alpha vs SPY

-4.4%

Period ended 3 months ago

Filed Apr 23, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+57.7%

SPY

+76.0%

Annualised alpha

-4.3%

Max drawdown

−17.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

67 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.3%

−0.8 pts

Top 5

23.8%

−3.4 pts

Top 10

44.8%

−3.1 pts

HHI

343

Diversified−16

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	15.1%	$46,949,093	12
Consumer Cyclical	13.8%	$42,723,573	8
Financial Services	9.7%	$30,078,636	11
Communication Services	9.1%	$28,305,862	4
Basic Materials	8.8%	$27,449,834	4
Real Estate	8.5%	$26,389,608	3
Healthcare	8.5%	$26,276,106	4
Consumer Defensive	8.4%	$26,107,498	8
Energy	8.2%	$25,585,191	5
Industrials	5.3%	$16,512,331	6
Utilities	4.5%	$14,030,060	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
CSGP	Costar Group, Inc.	+172,123	219,089	$8,838,050
CBRE	Cbre Group, Inc.	+32,951	98,649	$13,362,993
BUD	Anheuser-Busch InBev SA/NV	+18,064	21,354	$1,481,326
A	Agilent Technologies, Inc.	+9,333	110,672	$12,614,394
ADP	Automatic Data Processing Inc	+9,206	52,963	$10,761,022
MSFT	Microsoft Corp	+7,001	33,499	$12,400,324
AMZN	Amazon Com Inc	+5,509	78,938	$16,440,417
COST	Costco Wholesale Corp /New	+5,139	12,308	$12,264,060
META	Meta Platforms, Inc.	+4,242	23,335	$13,350,653
PEP	Pepsico Inc	+3,401	29,190	$4,532,915
PG	PROCTER & GAMBLE Co	+1,610	3,734	$539,338
V	Visa Inc.	+1,527	14,416	$4,357,091
MA	Mastercard Inc	+1,475	12,658	$6,324,696
SPGI	S&P Global Inc.	+1,443	6,974	$2,806,358
HD	Home Depot, Inc.	+1,201	15,209	$5,002,088
RTX	RTX Corp	+669	12,282	$2,369,197
AVGO	Broadcom Inc.	+466	1,885	$583,426
RACE	Ferrari N.V.	+431	1,007	$340,819
NVDA	Nvidia Corp	+387	2,625	$457,800
ROK	Rockwell Automation, Inc	+347	1,197	$429,579
WMT	Walmart Inc.	+300	9,537	$1,185,258
ACN	Accenture plc	+50	6,593	$1,307,325
NOC	Northrop Grumman Corp /De/	+22	1,662	$1,133,882
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CL	Colgate Palmolive Co	−63,199	3,198	$272,565
VLO	Valero Energy Corp/Tx	−24,225	46,171	$11,407,930
USB	US Bancorp De	−23,295	189,565	$9,859,275
NEE	Nextera Energy Inc	−20,822	148,628	$13,804,568
ENB	Enbridge Inc	−20,739	193,752	$10,489,733
EL	Estee Lauder Companies Inc	−14,640	72,214	$5,182,798
GOOGL	Alphabet Inc.	−10,255	49,286	$14,172,682
LMT	Lockheed Martin Corp	−5,645	17,075	$10,319,959
AAPL	Apple Inc.	−4,073	63,667	$16,158,047
AMAT	Applied Materials Inc /De	−2,785	6,856	$2,343,312
GLW	Corning Inc /Ny	−1,922	2,150	$292,335
LNG	Cheniere Energy, Inc.	−1,394	10,360	$2,939,753
LOW	Lowes Companies Inc	−1,274	32,106	$7,586,005
ECL	Ecolab Inc.	−1,060	2,584	$687,395
COP	Conocophillips	−892	3,745	$494,340
SBUX	Starbucks Corp	−866	2,856	$255,869
KO	Coca Cola Co	−697	8,537	$649,238
JPM	Jpmorgan Chase & Co	−502	10,019	$2,947,189
XYL	Xylem Inc.	−395	2,151	$257,044
LIN	Linde PLC	−380	26,961	$13,366,185
EQIX	Equinix Inc	−377	4,273	$4,188,565
TMO	Thermo Fisher Scientific Inc.	−377	25,830	$12,696,219
IBM	International Business Machines Corp	−79	6,932	$1,680,247
DIS	Walt Disney Co	−10	5,009	$482,767
WTW	Willis Towers Watson PLC	−10	2,324	$675,586
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
SHW	Sherwin Williams Co	41,063	$13,162,744
ROL	Rollins Inc	227,587	$12,155,421
FAST	Fastenal Co	43,161	$2,002,670
TSCO	Tractor Supply Co /De/	17,999	$815,354
SYK	Stryker Corp	2,090	$686,753
PGR	Progressive Corp/Oh/	2,550	$505,512
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
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
CTVA	Corteva, Inc.	185,508	$12,434,601
AMT	American Tower Corp /Ma/	28,253	$4,960,379
SO	Southern Co	21,899	$1,909,592
ARQT	Arcutis Biotherapeutics, Inc.	13,000	$377,520
VISN	Vistance Networks, Inc.	15,000	$271,950
SLV	iShares Silver Trust	4,005	$258,002
CLS	Celestica Inc	833	$246,243
CCL	Carnival Corp Ltd.	7,002	$213,841
GD	General Dynamics Corp	601	$202,332
KLAC	Kla Corp	221	$26,853
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

67 positions · $310,407,792 total · as of Mar 31, 2026

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

Showing 1–50 of 67 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMZN	Amazon Com Inc Consumer Cyclical	Added	78,938	+5,509	$16,440,417	−3.0%	5.30%
AAPL	Apple Inc. Technology	Reduced	63,667	-4,073	$16,158,047	−12.3%	5.21%
GOOGL	Alphabet Inc. Communication Services	Reduced	49,286	-10,255	$14,172,682	−24.0%	4.57%
NEE	Nextera Energy Inc Utilities	Reduced	148,628	-20,822	$13,804,568	+1.5%	4.45%
LIN	Linde PLC Basic Materials	Reduced	26,961	-380	$13,366,185	+14.7%	4.31%
CBRE	Cbre Group, Inc. Real Estate	Added	98,649	+32,951	$13,362,993	+26.5%	4.30%
META	Meta Platforms, Inc. Communication Services	Added	23,335	+4,242	$13,350,653	+5.9%	4.30%
SHW	Sherwin Williams Co Basic Materials	NEW	41,063	NEW	$13,162,744	NEW	4.24%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	25,830	-377	$12,696,219	−16.4%	4.09%
A	Agilent Technologies, Inc. Healthcare	Added	110,672	+9,333	$12,614,394	−8.5%	4.06%
MSFT	Microsoft Corp Technology	Added	33,499	+7,001	$12,400,324	−3.2%	3.99%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	12,308	+5,139	$12,264,060	+98.4%	3.95%
ROL	Rollins Inc Consumer Cyclical	NEW	227,587	NEW	$12,155,421	NEW	3.92%
VLO	Valero Energy Corp/Tx Energy	Reduced	46,171	-24,225	$11,407,930	−0.5%	3.68%
ADP	Automatic Data Processing Inc Technology	Added	52,963	+9,206	$10,761,022	−4.4%	3.47%
ENB	Enbridge Inc Energy	Reduced	193,752	-20,739	$10,489,733	+2.2%	3.38%
LMT	Lockheed Martin Corp Industrials	Reduced	17,075	-5,645	$10,319,959	−6.1%	3.32%
USB	US Bancorp De Financial Services	Reduced	189,565	-23,295	$9,859,275	−13.2%	3.18%
CSGP	Costar Group, Inc. Real Estate	Added	219,089	+172,123	$8,838,050	+179.9%	2.85%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	32,106	-1,274	$7,586,005	−5.8%	2.44%
MA	Mastercard Inc Financial Services	Added	12,658	+1,475	$6,324,696	−0.9%	2.04%
EL	Estee Lauder Companies Inc Consumer Defensive	Reduced	72,214	-14,640	$5,182,798	−43.0%	1.67%
HD	Home Depot, Inc. Consumer Cyclical	Added	15,209	+1,201	$5,002,088	+3.8%	1.61%
PEP	Pepsico Inc Consumer Defensive	Added	29,190	+3,401	$4,532,915	+22.5%	1.46%
V	Visa Inc. Financial Services	Added	14,416	+1,527	$4,357,091	−3.6%	1.40%
EQIX	Equinix Inc Real Estate	Reduced	4,273	-377	$4,188,565	+17.6%	1.35%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	10,019	-502	$2,947,189	−13.1%	0.95%
LNG	Cheniere Energy, Inc. Energy	Reduced	10,360	-1,394	$2,939,753	+28.7%	0.95%
SPGI	S&P Global Inc. Financial Services	Added	6,974	+1,443	$2,806,358	+2.6%	0.90%
RTX	RTX Corp Industrials	Added	12,282	+669	$2,369,197	+11.2%	0.76%
AMAT	Applied Materials Inc /De Technology	Reduced	6,856	-2,785	$2,343,312	−5.4%	0.75%
FAST	Fastenal Co Industrials	NEW	43,161	NEW	$2,002,670	NEW	0.65%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,844	-3	$1,842,044	−4.7%	0.59%
IBM	International Business Machines Corp Technology	Reduced	6,932	-79	$1,680,247	−19.1%	0.54%
BUD	Anheuser-Busch InBev SA/NV Consumer Defensive	Added	21,354	+18,064	$1,481,326	+603.1%	0.48%
ACN	Accenture plc Technology	Added	6,593	+50	$1,307,325	−25.5%	0.42%
WMT	Walmart Inc. Consumer Defensive	Added	9,537	+300	$1,185,258	+15.2%	0.38%
NOC	Northrop Grumman Corp /De/ Industrials	Added	1,662	+22	$1,133,882	+21.3%	0.37%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	NEW	17,999	NEW	$815,354	NEW	0.26%
ECL	Ecolab Inc. Basic Materials	Reduced	2,584	-1,060	$687,395	−28.1%	0.22%
SYK	Stryker Corp Healthcare	NEW	2,090	NEW	$686,753	NEW	0.22%
WTW	Willis Towers Watson PLC Financial Services	Reduced	2,324	-10	$675,586	−11.9%	0.22%
KO	Coca Cola Co Consumer Defensive	Reduced	8,537	-697	$649,238	+0.6%	0.21%
AVGO	Broadcom Inc. Technology	Added	1,885	+466	$583,426	+18.8%	0.19%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,734	+1,610	$539,338	+77.2%	0.17%
PGR	Progressive Corp/Oh/ Financial Services	NEW	2,550	NEW	$505,512	NEW	0.16%
COP	Conocophillips Energy	Reduced	3,745	-892	$494,340	+13.9%	0.16%
CDNS	Cadence Design Systems Inc Technology	Held	1,772	0	$492,385	−11.1%	0.16%
DIS	Walt Disney Co Communication Services	Reduced	5,009	-10	$482,767	−15.5%	0.16%
NVDA	Nvidia Corp Technology	Added	2,625	+387	$457,800	+9.7%	0.15%