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Portfolio (Quarterly) Guide ↗

S.E.E.D. Planning Group LLC

· CIK 0001765515
13F Portfolio $351M AUM 86 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 86 New
Page 3 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBM INTERNATIONAL BUSINESS MACHS Technology 7,011.0 $2.1M 0.59% NEW $296.21 -15.4%
42 BERKSHIRE HATHAWAY INC DEL 3,847.0 $1.9M 0.55% NEW $502.65
43 SO SOUTHERN CO Utilities 21,899.0 $1.9M 0.54% NEW $87.20 +7.9%
44 ACN ACCENTURE PLC IRELAND Technology 6,543.0 $1.8M 0.50% NEW $268.31 -34.0%
45 BSJQ INVESCO EXCH TRD SLF IDX FD 71,999.0 $1.7M 0.48% NEW $23.34 -1.1%
46 BSJR INVESCO EXCH TRD SLF IDX FD 74,122.0 $1.7M 0.48% NEW $22.61 -1.0%
47 BSJS INVESCO EXCH TRD SLF IDX FD 76,015.0 $1.7M 0.48% NEW $22.00 -0.9%
48 WMT WALMART INC Consumer Defensive 9,237.0 $1.0M 0.29% NEW $111.41 +6.4%
49 IWF ISHARES TR 2,036.0 $964K 0.28% NEW $473.30 -73.5%
50 ECL ECOLAB INC Basic Materials 3,644.0 $957K 0.27% NEW $262.52 -3.2%
51 NOC NORTHROP GRUMMAN CORP Industrials 1,640.0 $935K 0.27% NEW $570.17 -2.3%
52 IJH ISHARES TR 13,460.0 $888K 0.25% NEW $66.00 +13.1%
53 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 2,334.0 $767K 0.22% NEW $328.60 -22.0%
54 IJR ISHARES TR 5,660.0 $680K 0.19% NEW $120.17 +16.2%
55 KO COCA COLA CO Consumer Defensive 9,234.0 $646K 0.18% NEW $69.91 +15.1%
56 DIS DISNEY WALT CO Communication Services 5,019.0 $571K 0.16% NEW $113.78 -9.2%
57 CDNS CADENCE DESIGN SYSTEM INC Technology 1,772.0 $554K 0.16% NEW $312.58 +22.1%
58 AVGO BROADCOM INC Technology 1,419.0 $491K 0.14% NEW $346.02 +22.0%
59 COP CONOCOPHILLIPS Energy 4,637.0 $434K 0.12% NEW $93.61 +24.5%
60 NVDA NVIDIA CORPORATION Technology 2,238.0 $417K 0.12% NEW $186.49 +15.2%
Page 3 of 5  ·  86 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
Technology 13.3%
Communication Services 10.5%
Consumer Cyclical 10.1%
Financial Services 9.8%
Healthcare 9.7%
Consumer Defensive 8.7%
Energy 8.7%
Industrials 8.6%
Basic Materials 8.2%
Real Estate 7.3%