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Portfolio (Quarterly) Guide ↗

S.E.E.D. Planning Group LLC

· CIK 0001765515
13F Portfolio $379M AUM 88 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 43 Added 26 Reduced 12 Exited
Page 2 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPGI S&P GLOBAL INC Financial Services 7,108.0 $2.9M 0.76% +134.0 +1.9% $407.27 +6.9%
22 BSJS INVESCO EXCH TRD SLF IDX FD 93,606.0 $2.0M 0.54% +16K +20.7% $21.75 +0.2%
23 BSJR INVESCO EXCH TRD SLF IDX FD 91,073.0 $2.0M 0.54% +16K +20.9% $22.35 +0.1%
24 BSJQ INVESCO EXCH TRD SLF IDX FD 88,387.0 $2.0M 0.54% +15K +20.8% $22.95 -0.2%
25 BSJT INVESCO EXCH TRD SLF IDX FD 93,701.0 $2.0M 0.52% +17K +22.1% $21.13 +0.0%
26 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 21,632.0 $1.8M 0.47% +278.0 +1.3% $82.40 -4.0%
27 SYK STRYKER CORPORATION Healthcare 4,432.0 $1.4M 0.37% +2K +112.1% $314.85 +2.3%
28 WMT WALMART INC Consumer Defensive 11,552.0 $1.3M 0.34% +2K +21.1% $113.26 -9.4%
29 IJH ISHARES TR 14,275.0 $1.1M 0.29% +1K +11.3% $77.11 -0.6%
30 NOC NORTHROP GRUMMAN CORP Industrials 2,161.0 $1.1M 0.29% +499.0 +30.0% $509.20 +7.1%
31 PG PROCTER & GAMBLE CO Consumer Defensive 6,656.0 $976K 0.26% +3K +78.2% $146.64 -2.4%
32 IWF ISHARES TR 7,204.0 $895K 0.24% +5K +284.6% $124.17 -0.2%
33 ACN ACCENTURE PLC IRELAND Technology 7,005.0 $872K 0.23% +412.0 +6.2% $124.45 +50.6%
34 IJR ISHARES TR 5,750.0 $853K 0.23% +413.0 +7.7% $148.30 -1.0%
35 PGR PROGRESSIVE CORP Financial Services 3,653.0 $798K 0.21% +1K +43.2% $218.44 -0.4%
36 AVGO BROADCOM INC Technology 2,050.0 $774K 0.20% +165.0 +8.8% $377.67 -1.6%
37 TSCO TRACTOR SUPPLY CO Consumer Cyclical 22,667.0 $717K 0.19% +5K +25.9% $31.61 +9.8%
38 SHYG ISHARES TR 15,366.0 $652K 0.17% +10K +164.0% $42.41 -0.2%
39 NVDA NVIDIA CORPORATION Technology 3,128.0 $626K 0.17% +503.0 +19.2% $200.06 +14.0%
40 RACE FERRARI N V Consumer Cyclical 1,578.0 $587K 0.15% +571.0 +56.7% $372.18 +11.2%
Page 2 of 3  ·  43 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 13.4%
Technology 11.9%
Financial Services 9.4%
Basic Materials 9.2%
Industrials 9.1%
Energy 9.0%
Communication Services 8.8%
Healthcare 8.4%
Real Estate 8.4%
Consumer Defensive 8.1%