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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 5 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 APH AMPHENOL CORP Technology 1,712.0 $302K 0.08% $176.32 -8.5%
82 VOO VANGUARD INDEX FDS 404.0 $277K 0.07% +25.0 +6.6% $686.82 +3.2%
83 PANW PALO ALTO NETWORKS INC Technology 801.0 $273K 0.07% NEW $341.13 +12.2%
84 ORCL ORACLE CORP Technology 1,834.0 $269K 0.07% +90.0 +5.2% $146.58 +3.7%
85 SBUX STARBUCKS CORP Consumer Cyclical 2,486.0 $254K 0.07% -370.0 -13.0% $102.19 +5.0%
86 COF CAPITAL ONE FINL CORP Financial Services 1,226.0 $246K 0.07% NEW $200.55 +8.0%
87 XYL XYLEM INC Industrials 2,051.0 $242K 0.06% -100.0 -4.7% $118.21 -4.7%
88 CL COLGATE PALMOLIVE CO Consumer Defensive 2,455.0 $225K 0.06% -743.0 -23.2% $91.67 -0.8%
Page 5 of 5  ·  88 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%