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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 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KO COCA COLA CO Consumer Defensive 8,188.0 $665K 0.18% -349.0 -4.1% $81.27 +9.6%
22 CDNS CADENCE DESIGN SYSTEM INC Technology 1,563.0 $587K 0.15% -209.0 -11.8% $375.32 -7.4%
23 ROK ROCKWELL AUTOMATION INC Industrials 1,117.0 $553K 0.15% -80.0 -6.7% $495.08 -12.5%
24 SBUX STARBUCKS CORP Consumer Cyclical 2,486.0 $254K 0.07% -370.0 -13.0% $102.19 +5.0%
25 XYL XYLEM INC Industrials 2,051.0 $242K 0.06% -100.0 -4.7% $118.21 -4.7%
26 CL COLGATE PALMOLIVE CO Consumer Defensive 2,455.0 $225K 0.06% -743.0 -23.2% $91.67 -0.8%
Page 2 of 2  ·  26 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%