S.E.E.D. Planning Group LLC holds a diversified book of 88 reported positions worth $378.9M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Sherwin-Williams Co and trimmed Apple Inc. Their largest long position is Apple Inc at 4% of the reported non-option book. Cloning the disclosed picks since 2024 would be +21% (+10.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning S.E.E.D. Planning Group LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
86% mapped to company sectors
+5 sectors below the cut, 10% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as S.E.E.D. Planning Group LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| United American Securities Inc. (d/b/a UAS Asset Management) | 8 / 80 | $388.2M |
| Emerald Advisors, LLC | 29 / 80 | $643.3M |
| Cypress Funds LLC | 10 / 80 | $253.0M |
| Ketron Financial | 20 / 80 | $253.4M |
| Hoey Investments, Inc | 49 / 80 | $596.2M |
| Skandinaviska Enskilda Banken AB (publ) | 20 / 80 | $2.0B |
| Oakmont Corp | 13 / 80 | $377.2M |
| Prospect Hill Management, LLC | 8 / 80 | $193.1M |
Ranked by the share of each fund's own book sitting in the names it shares with S.E.E.D. Planning Group LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $16.2M | 55.9K | 4.3% | ▼−17% Reduced · −12K sh | |
| 2 | Amazon Com Inc COM | $16.0M | 67.0K | 4.2% | ▼−8.7% Reduced · −6K sh | |
| 3 | Alphabet Inc CAP STK CL A | $15.1M | 42.2K | 4.0% | ▼−29% Reduced · −17K sh | |
| 4 | Sherwin Williams Co COM | $14.9M | 43.2K | 3.9% | ▲New New position | |
| 5 | Cbre Group Inc CL A | $14.5M | 107.5K | 3.8% | ▲+64% Added · +42K sh | |
| 6 | NextEra Energy Inc COM | $14.2M | 161.9K | 3.7% | ▼−4.5% Reduced · −8K sh | |
| 7 | Linde PLC SHS | $13.9M | 26.8K | 3.7% | ▼−1.8% Reduced · −496 sh | |
| 8 | Thermo Fisher Scientific Inc COM | $13.7M | 27.3K | 3.6% | ▲+4.1% Added · +1K sh | |
| 9 | Meta Platforms Inc CL A | $12.9M | 22.9K | 3.4% | ▲+20% Added · +4K sh | |
| 10 | Microsoft Corp COM | $12.2M | 32.8K | 3.2% | ▲+24% Added · +6K sh | |
| 11 | Costco Wholesale Corporation COM | $11.8M | 12.6K | 3.1% | ▲+76% Added · +5K sh | |
| 12 | Rollins Inc COM | $11.7M | 280.9K | 3.1% | ▲New New position | |
| 13 | Valero Energy Corp COM | $11.6M | 44.6K | 3.1% | ▼−37% Reduced · −26K sh | |
| 14 | Automatic Data Processing In COM | $11.5M | 51.4K | 3.0% | ▲+17% Added · +8K sh | |
| 15 | Intuitive Surgical Inc COM NEW | $11.4M | 28.7K | 3.0% | ▲New New position | |
| 16 | Pimco ETF TR MULTISECTOR BD | $11.0M | 412.9K | 2.9% | ▲New New position | |
| 17 | US Bancorp COM NEW | $10.9M | 180.6K | 2.9% | ▼−15% Reduced · −32K sh | |
| 18 | Enbridge Inc COM | $10.2M | 188.6K | 2.7% | ▼−12% Reduced · −26K sh | |
| 19 | Lockheed Martin Corp COM | $8.9M | 17.4K | 2.3% | ▼−23% Reduced · −5K sh | |
| 20 | Costar Group Inc COM | $8.3M | 291.8K | 2.2% | ▲+521% Added · +245K sh | |
| 21 | Lowes Cos Inc COM | $7.9M | 35.7K | 2.1% | ▲+7.0% Added · +2K sh | |
| 22 | Mastercard Incorporated CL A | $6.8M | 13.3K | 1.8% | ▲+19% Added · +2K sh | |
| 23 | Home Depot Inc COM | $6.1M | 17.2K | 1.6% | ▲+23% Added · +3K sh | |
| 24 | Lauder Estee Cos Inc CL A | $5.1M | 64.1K | 1.3% | ▼−26% Reduced · −23K sh | |
| 25 | Visa Inc COM CL A | $4.8M | 14.0K | 1.3% | ▲+8.7% Added · +1K sh | |
| 26 | RTX Corporation COM | $4.4M | 23.0K | 1.1% | ▲+98% Added · +11K sh | |
| 27 | Pepsico Inc COM | $4.3M | 31.9K | 1.1% | ▲+24% Added · +6K sh | |
| 28 | Invesco Exch TRD SLF Idx FD BULSHS 2027 CB | $4.3M | 216.8K | 1.1% | ▲+22% Added · +40K sh | |
| 29 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 28 | $4.2M | 205.8K | 1.1% | ▲+23% Added · +39K sh | |
| 30 | Equinix Inc COM | $4.2M | 4.0K | 1.1% | ▼−14% Reduced · −630 sh | |
| 31 | Invesco Exch TRD SLF Idx FD INVSCO 30 CORP | $4.1M | 247.2K | 1.1% | ▲New New position | |
| 32 | Invesco Exch TRD SLF Idx FD BULETSHS 2029 | $4.1M | 221.4K | 1.1% | ▲+24% Added · +43K sh | |
| 33 | Applied Matls Inc COM | $3.9M | 5.3K | 1.0% | ▼−45% Reduced · −4K sh | |
| 34 | Cheniere Energy Inc COM NEW | $3.5M | 14.5K | 0.9% | ▲+24% Added · +3K sh | |
| 35 | Schwab Strategic TR US BRD MKT ETF | $3.5M | 119.5K | 0.9% | ▲New New position | |
| 36 | Schwab Strategic TR US LRG CAP ETF | $3.4M | 114.0K | 0.9% | ▲+26% Added · +24K sh | |
| 37 | JPMorgan Chase & Co COM | $3.2M | 9.9K | 0.9% | ▼−5.6% Reduced · −594 sh | |
| 38 | Exxon Mobil Corp COM | $3.0M | 22.0K | 0.8% | ▲+26% Added · +5K sh | |
| 39 | S&P Global Inc COM | $2.9M | 7.1K | 0.8% | ▲+29% Added · +2K sh | |
| 40 | Vanguard Index FDS TOTAL STK MKT | $2.7M | 7.2K | 0.7% | ▲+2.7% Added · +191 sh | |
| 41 | Invesco Exch TRD SLF Idx FD INVSCO 28 HYCORP | $2.0M | 93.6K | 0.5% | ▲+23% Added · +18K sh | |
| 42 | Invesco Exch TRD SLF Idx FD BULETSHS 2027 | $2.0M | 91.1K | 0.5% | ▲+23% Added · +17K sh | |
| 43 | Fastenal Co COM | $2.0M | 42.3K | 0.5% | ▲New New position | |
| 44 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 26 | $2.0M | 88.4K | 0.5% | ▲+23% Added · +16K sh | |
| 45 | Invesco Exch TRD SLF Idx FD BULETSHS 2029 HG | $2.0M | 93.7K | 0.5% | ▲New New position | |
| 46 | Fidelity Covington Trust ENHANCED INTL | $1.9M | 48.1K | 0.5% | ▲New New position | |
| 47 | Berkshire Hathaway Inc Del CL B NEW | $1.9M | 3.8K | 0.5% | ▼−0.1% Reduced · −3 sh | |
| 48 | International Business Machs COM | $1.9M | 6.7K | 0.5% | ▼−4.2% Reduced · −294 sh | |
| 49 | Anheuser Busch Inbev Sa NV SPONSORED ADR | $1.8M | 21.6K | 0.5% | ▲+558% Added · +18K sh | |
| 50 | Stryker Corporation COM | $1.4M | 4.4K | 0.4% | ▲New New position |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show S.E.E.D. Planning Group LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 4, 2026 | 35d | 88 | $378.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 9, 2026 | 9d | 86 | $350.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 14d | 85 | $343.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 8, 2025 | 8d | 71 | $319.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 8, 2025 | 8d | 73 | $296.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 14d | 75 | $299.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 15d | 73 | $301.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.