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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ISRG INTUITIVE SURGICAL INC Healthcare 28,712.0 $11.4M 3.01% NEW $397.68 -7.7%
2 PYLD PIMCO ETF TR 412,929.0 $11.0M 2.89% NEW $26.52 -1.1%
3 SCHB SCHWAB STRATEGIC TR 119,521.0 $3.5M 0.91% NEW $28.96 +2.9%
4 FENI FIDELITY COVINGTON TRUST 48,147.0 $1.9M 0.51% NEW $40.13 +3.5%
5 CTAS CINTAS CORP Industrials 3,219.0 $547K 0.14% NEW $170.08 +20.0%
6 IBDT ISHARES TR 17,964.0 $454K 0.12% NEW $25.25 -0.2%
7 IBDS ISHARES TR 18,676.0 $452K 0.12% NEW $24.22 -0.0%
8 IBDR ISHARES TR 18,666.0 $452K 0.12% NEW $24.23 +0.0%
9 IBDU ISHARES TR 19,523.0 $452K 0.12% NEW $23.16 -0.3%
10 PANW PALO ALTO NETWORKS INC Technology 801.0 $273K 0.07% NEW $341.13 +12.2%
11 COF CAPITAL ONE FINL CORP Financial Services 1,226.0 $246K 0.07% NEW $200.55 +8.0%

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%