S.E.E.D. Planning Group LLC

CIK

1765515

Location

BINGHAMTON, NY

Portfolio Value

Small $399,667,630

Diversification

Diversified

Filing Date

Global Rank

#4,460 / 8,811 ▼ 349 · as of Jun 2026

Top Industry

Internet Content & Information 9.8%

Period ended 21 days ago

Filed Oct 7, 2026 · 14d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 41.8%, 32.9 effective positions, active share 70.0% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

35.2% over the last four quarters (30% to under 100%)

Horizon

Long horizon

Value-weighted holding period 17.7 quarters (12+), a floor since 43.9% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 70.0%; sector active share 27.1% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

98 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

6.1%

−0.6 pts

Top 5

24.4%

+1.2 pts

Top 10

43.0%

+1.2 pts

HHI

306

Diversified+2

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	18.3%	$73,005,027	17
Unclassified	12.7%	$50,625,504	30
Consumer Cyclical	10.9%	$43,684,035	8
Communication Services	9.1%	$36,446,824	5
Financial Services	8.1%	$32,453,625	9
Healthcare	8.1%	$32,229,481	5
Energy	7.7%	$30,950,147	4
Basic Materials	6.9%	$27,754,983	3
Real Estate	6.7%	$26,635,683	3
Industrials	4.5%	$18,001,266	8
Consumer Defensive	3.7%	$14,728,502	5
Utilities	3.3%	$13,152,553	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ROL	Rollins Inc	+102,174	383,037	$11,537,074
CSGP	Costar Group, Inc.	+26,876	318,719	$8,732,900
SCHX	Schwab U.S. Large-Cap ETF	+16,258	130,224	$3,906,720
MOAT	VanEck Morningstar Wide Moat ETF	+13,552	23,670	$2,502,155
IJH	iShares Core S&P Mid-Cap ETF	+11,931	26,206	$0
NEE	Nextera Energy Inc	+11,771	173,654	$13,152,553
WMT	Walmart Inc.	+6,903	18,455	$1,917,843
LOW	Lowes Companies Inc	+5,782	41,508	$7,649,509
NVDA	Nvidia Corp	+5,550	8,678	$1,981,881
GOOGL	Alphabet Inc.	+5,523	47,702	$16,413,304
AMZN	Amazon Com Inc	+5,366	72,399	$18,038,210
FENI	Fidelity Enhanced International ETF	+5,246	53,393	$2,130,914
AAPL	Apple Inc.	+4,940	60,834	$20,258,938
ISRG	Intuitive Surgical Inc	+4,901	33,613	$13,668,054
LNG	Cheniere Energy, Inc.	+4,607	19,139	$5,148,965
IJR	iShares Core S&P Small-Cap ETF	+4,252	10,002	$0
DIS	Walt Disney Co	+3,904	8,904	$934,029
COF	Capital One Financial Corp	+2,496	3,722	$718,606
APH	Amphenol Corp /De/	+2,319	4,031	$339,813
IWF	iShares Russell 1000 Growth ETF	+2,301	9,505	$0
LIN	Linde PLC	+2,060	28,905	$13,719,758
AVGO	Broadcom Inc.	+1,737	3,787	$1,329,956
A	Agilent Technologies, Inc.	+1,591	6,701	$1,154,649
IWD	iShares Russell 1000 Value ETF	+1,537	3,186	$0
MSFT	Microsoft Corp	+1,361	34,125	$17,502,712
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PEP	Pepsico Inc	−29,794	2,063	$261,423
USB	US Bancorp De	−10,894	169,740	$9,804,182
ADP	Automatic Data Processing Inc	−8,412	42,950	$11,083,677
VLO	Valero Energy Corp/Tx	−7,710	36,862	$14,288,079
PG	PROCTER & GAMBLE Co	−4,389	2,267	$329,349
XOM	ExxonMobil Holdings Corp	−4,214	17,785	$2,894,508
CBRE	Cbre Group, Inc.	−4,116	103,393	$13,282,898
TMO	Thermo Fisher Scientific Inc.	−4,059	23,215	$15,671,285
ENB	Enbridge Inc	−3,177	185,386	$8,618,595
BSCR	Invesco BulletShares 2027 Corporate Bond ETF	−2,323	214,427	$4,190,975
SHW	Sherwin Williams Co	−1,424	41,789	$13,509,130
LMT	Lockheed Martin Corp	−1,161	16,233	$8,266,655
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	−1,022	17,644	$0
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	−1,002	17,674	$0
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	−997	16,967	$0
BSCS	Invesco BulletShares 2028 Corporate Bond ETF	−992	204,824	$4,122,083
IBDU	iShares iBonds Dec 2029 Term Corporate ETF	−891	18,632	$0
BSCT	Invesco BulletShares 2029 Corporate Bond ETF	−789	220,577	$4,014,501
PYLD		−660	412,269	$10,467,509
ECL	Ecolab Inc.	−632	1,916	$526,095
V	Visa Inc.	−631	13,374	$4,805,679
HD	Home Depot, Inc.	−601	16,579	$4,716,559
TSCO	Tractor Supply Co /De/	−557	22,110	$691,821
BSCU	Invesco BulletShares 2030 Corporate Bond ETF	−550	246,604	$3,980,188
BSJR	Invesco BulletShares 2027 High Yield Corporate Bond ETF	−488	90,585	$2,002,381
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
ASML	Asml Holding NV	5,481	$9,929,763
UBER	Uber Technologies, Inc	50,228	$3,441,120
NFLX	Netflix Inc	16,828	$1,170,892
CAT	Caterpillar Inc	620	$502,689
TSM	Taiwan Semiconductor Manufacturing Co Ltd	950	$433,380
GOOG	Alphabet Inc.	1,113	$379,243
MU	Micron Technology Inc	306	$325,923
TJX	Tjx Companies Inc /De/	2,022	$267,530
VONE	VANGUARD RUSSELL 1000 INDEX FUND	772	$265,568
AMD	Advanced Micro Devices Inc	424	$259,386
LLY	ELI LILLY & Co	218	$252,243
EEM	iShares MSCI Emerging Markets ETF	2,998	$200,236
IWS	iShares Russell Mid-Cap Value ETF	2,091	$0
MUB	iShares National Muni Bond ETF	2,308	$0
IEFA	iShares Core MSCI EAFE ETF	5,174	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
EL	Estee Lauder Companies Inc	64,095	$5,060,300
BUD	Anheuser-Busch InBev SA/NV	21,632	$1,782,476
ACN	Accenture plc	7,005	$871,702
KO	Coca Cola Co	8,188	$665,438
COP	Conocophillips	5,376	$558,888
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

98 tracked positions · $399,667,630 total · filing declares 98 positions · $408,316,153 · as of Sep 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 98 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	60,834	+4,940	$20,258,938	+25.3%	5.07%
AMZN	Amazon Com Inc Consumer Cyclical	Added	72,399	+5,366	$18,038,210	+12.9%	4.51%
META	Meta Platforms, Inc. Communication Services	Added	24,200	+1,294	$17,549,356	+36.0%	4.39%
MSFT	Microsoft Corp Technology	Added	34,125	+1,361	$17,502,712	+43.2%	4.38%
GOOGL	Alphabet Inc. Communication Services	Added	47,702	+5,523	$16,413,304	+8.9%	4.11%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	23,215	-4,059	$15,671,285	+14.6%	3.92%
VLO	Valero Energy Corp/Tx Energy	Reduced	36,862	-7,710	$14,288,079	+23.1%	3.57%
LIN	Linde PLC Basic Materials	Added	28,905	+2,060	$13,719,758	−1.5%	3.43%
ISRG	Intuitive Surgical Inc Healthcare	Added	33,613	+4,901	$13,668,054	+19.7%	3.42%
SHW	Sherwin Williams Co Basic Materials	Reduced	41,789	-1,424	$13,509,130	−9.2%	3.38%
CBRE	Cbre Group, Inc. Real Estate	Reduced	103,393	-4,116	$13,282,898	−8.3%	3.32%
NEE	Nextera Energy Inc Utilities	Added	173,654	+11,771	$13,152,553	−7.4%	3.29%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	13,191	+554	$12,008,294	+1.6%	3.00%
ROL	Rollins Inc Consumer Cyclical	Added	383,037	+102,174	$11,537,074	−1.6%	2.89%
ADP	Automatic Data Processing Inc Technology	Reduced	42,950	-8,412	$11,083,677	−3.6%	2.77%
PYLD		Reduced	412,269	-660	$10,467,509	−4.4%	2.62%
ASML	Asml Holding NV Technology	NEW	5,481	NEW	$9,929,763	NEW	2.48%
USB	US Bancorp De Financial Services	Reduced	169,740	-10,894	$9,804,182	−10.1%	2.45%
CSGP	Costar Group, Inc. Real Estate	Added	318,719	+26,876	$8,732,900	+5.7%	2.19%
ENB	Enbridge Inc Energy	Reduced	185,386	-3,177	$8,618,595	−15.7%	2.16%
LMT	Lockheed Martin Corp Industrials	Reduced	16,233	-1,161	$8,266,655	−6.7%	2.07%
LOW	Lowes Companies Inc Consumer Cyclical	Added	41,508	+5,782	$7,649,509	−2.9%	1.91%
MA	Mastercard Inc Financial Services	Added	13,401	+75	$7,390,249	+8.0%	1.85%
LNG	Cheniere Energy, Inc. Energy	Added	19,139	+4,607	$5,148,965	+48.2%	1.29%
V	Visa Inc. Financial Services	Reduced	13,374	-631	$4,805,679	+0.0%	1.20%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	16,579	-601	$4,716,559	−22.2%	1.18%
EQIX	Equinix Inc Real Estate	Added	4,567	+547	$4,619,885	+10.2%	1.16%
RTX	RTX Corp Industrials	Added	23,445	+493	$4,352,564	−0.0%	1.09%
BSCR	Invesco BulletShares 2027 Corporate Bond ETF	Reduced	214,427	-2,323	$4,190,975	−1.4%	1.05%
BSCS	Invesco BulletShares 2028 Corporate Bond ETF	Reduced	204,824	-992	$4,122,083	−1.7%	1.03%
BSCT	Invesco BulletShares 2029 Corporate Bond ETF	Reduced	220,577	-789	$4,014,501	−2.4%	1.00%
BSCU	Invesco BulletShares 2030 Corporate Bond ETF	Reduced	246,604	-550	$3,980,188	−3.2%	1.00%
SCHX	Schwab U.S. Large-Cap ETF	Added	130,224	+16,258	$3,906,720	+16.5%	0.98%
SCHB	Schwab U.S. Broad Market ETF	Added	120,750	+1,229	$3,539,182	+2.2%	0.89%
UBER	Uber Technologies, Inc Technology	NEW	50,228	NEW	$3,441,120	NEW	0.86%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	9,715	-212	$3,214,013	−1.1%	0.80%
AMAT	Applied Materials Inc /De Technology	Added	6,173	+829	$3,156,748	−18.3%	0.79%
SPGI	S&P Global Inc. Financial Services	Added	7,968	+860	$3,143,136	+8.6%	0.79%
XOM	ExxonMobil Holdings Corp Energy	Reduced	17,785	-4,214	$2,894,508	−3.8%	0.72%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	7,170	+2	$2,683,300	+1.2%	0.67%
MOAT	VanEck Morningstar Wide Moat ETF	Added	23,670	+13,552	$2,502,155	+137.9%	0.63%
FENI	Fidelity Enhanced International ETF	Added	53,393	+5,246	$2,130,914	+10.3%	0.53%
FAST	Fastenal Co Industrials	Reduced	42,084	-221	$2,084,420	+2.6%	0.52%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,069	+225	$2,026,158	+5.3%	0.51%
BSJQ	Invesco BulletShares 2026 High Yield Corporate Bond ETF	Reduced	88,054	-333	$2,009,832	−1.0%	0.50%
BSJS	Invesco BulletShares 2028 High Yield Corporate Bond ETF	Added	93,699	+93	$2,006,648	−1.4%	0.50%
BSJR	Invesco BulletShares 2027 High Yield Corporate Bond ETF	Reduced	90,585	-488	$2,002,381	−1.6%	0.50%
NVDA	Nvidia Corp Technology	Added	8,678	+5,550	$1,981,881	+216.7%	0.50%
BSJT		Reduced	93,274	-427	$1,926,574	−2.7%	0.48%
WMT	Walmart Inc. Consumer Defensive	Added	18,455	+6,903	$1,917,843	+46.6%	0.48%

Showing the top 50 of 98 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.