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Portfolio (Quarterly) Guide ↗

S.E.E.D. Planning Group LLC

· CIK 0001765515
13F Portfolio $344M AUM 89 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 32 Added 30 Reduced 11 Exited
Page 5 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HAL HALLIBURTON CO Energy 6,500.0 $253K 0.07% NEW $38.99 +5.4%
82 PYPL PAYPAL HLDGS INC Financial Services 5,500.0 $249K 0.07% NEW $45.23 -2.4%
83 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 6,000.0 $248K 0.07% NEW $41.27 +25.9%
84 SHYG ISHARES TR 5,820.0 $246K 0.07% -101.0 -1.7% $42.31 +0.5%
85 CSTM CONSTELLIUM SE Basic Materials 9,500.0 $234K 0.07% NEW $24.58 +43.5%
86 VOO VANGUARD INDEX FDS 379.0 $226K 0.07% NEW $597.55 +15.5%
87 EXC EXELON CORP Utilities 4,600.0 $225K 0.07% $49.02 -6.1%
88 APH AMPHENOL CORP Technology 1,712.0 $216K 0.06% $126.35 +10.5%
89 QS QUANTUMSCAPE CORP Consumer Cyclical 20,000.0 $128K 0.04% $6.38 +36.5%
Page 5 of 5  ·  89 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 13.7%
Technology 11.6%
Communication Services 9.1%
Financial Services 9.1%
Energy 9.0%
Industrials 8.8%
Basic Materials 8.8%
Real Estate 8.5%
Healthcare 8.4%
Consumer Defensive 8.4%