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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 5 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RACE FERRARI N V Consumer Cyclical 576.0 $213K 0.06% NEW $369.38 -10.7%
82 BUD ANHEUSER BUSCH INBEV SA/NV Consumer Defensive 3,290.0 $211K 0.06% NEW $64.04 +28.8%
83 QS QUANTUMSCAPE CORP Consumer Cyclical 20,000.0 $208K 0.06% NEW $10.42 -16.4%
84 SCHD SCHWAB STRATEGIC TR 7,500.0 $206K 0.06% NEW $27.43 +19.1%
85 GD GENERAL DYNAMICS CORP Industrials 601.0 $202K 0.06% NEW $336.66 +2.4%
86 EXC EXELON CORP Utilities 4,600.0 $201K 0.06% NEW $43.59 +5.6%
Page 5 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%