Seed-Planning-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "ACN",
  "A",
  "APD",
  "GOOGL",
  "BUD",
  "LOW",
  "GD",
  null,
  "HON",
  "HD",
  "MCD",
  "AMAT",
  "META",
  "IJH",
  null,
  null,
  null,
  null,
  "LIN",
  "MA",
  "MSFT",
  "EQIX",
  "IJR",
  "IWD",
  "ORCL",
  "NOC",
  "IWF",
  "PEP",
  "UNH",
  "AAPL",
  "ECL",
  "NVDA",
  "ENB",
  "LMT",
  "PG",
  "ROK",
  "SPGI",
  "SCHX",
  "RTX",
  "AMT",
  "IBM",
  "SBUX",
  "TMO",
  "UPS",
  "EL",
  "SDY",
  "IFF",
  "AMZN",
  "USB",
  "VLO",
  "V",
  "WMT",
  "WTW",
  "XYL",
  null,
  "SO",
  "ADP",
  "BRK-B",
  "CDNS",
  "CBRE",
  "CL",
  "COST",
  "CTVA",
  "CSGP",
  "NEE",
  "DIS",
  "XOM",
  "AWK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-08
Total Holdings: 73
Total Value: 296732205
Accession Number: 0001765515-25-000005
Form Type: 13F-HR
CIK: seed-planning-group
Manager Name: Seed-Planning-Group

Data Enrichment

88% identified

64 identified9 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

73 positions • $296.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Apple Inc.

AAPL|037833100

Shares:64.1K

Value:$14.2M

% of Portfolio:4.8% ($14.2M/$296.7M)

AMAZON COM INC

AMZN|023135106

Shares:73.8K

Value:$14.0M

% of Portfolio:4.7% ($14.0M/$296.7M)

92189F643

Shares:147.0K

Value:$12.9M

% of Portfolio:4.4% ($12.9M/$296.7M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:168.0K

Value:$11.9M

% of Portfolio:4.0% ($11.9M/$296.7M)

Meta Platforms, Inc.

META|30303M102

Shares:19.7K

Value:$11.3M

% of Portfolio:3.8% ($11.3M/$296.7M)

Alphabet Inc.

GOOGL|02079K305

Shares:70.9K

Value:$11.0M

% of Portfolio:3.7% ($11.0M/$296.7M)

ENBRIDGE INC

ENB|29250N105

Shares:246.8K

Value:$10.9M

% of Portfolio:3.7% ($10.9M/$296.7M)

MICROSOFT CORP

MSFT|594918104

Shares:28.8K

Value:$10.8M

% of Portfolio:3.6% ($10.8M/$296.7M)

AGILENT TECHNOLOGIES, INC.

A|00846U101

Shares:91.6K

Value:$10.7M

% of Portfolio:3.6% ($10.7M/$296.7M)

CBRE GROUP, INC.

CBRE|12504L109

Shares:72.2K

Value:$9.4M

% of Portfolio:3.2% ($9.4M/$296.7M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:80.5K

Value:$8.9M

% of Portfolio:3.0% ($8.9M/$296.7M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:19.3K

Value:$8.6M

% of Portfolio:2.9% ($8.6M/$296.7M)

US BANCORP \DE\

USB|902973304

Shares:200.4K

Value:$8.5M

% of Portfolio:2.9% ($8.5M/$296.7M)

ESTEE LAUDER COMPANIES INC

EL|518439104

Shares:127.8K

Value:$8.4M

% of Portfolio:2.8% ($8.4M/$296.7M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:8.2K

Value:$7.8M

% of Portfolio:2.6% ($7.8M/$296.7M)

EXXON MOBIL CORP

XOM|30231G102

Shares:63.8K

Value:$7.6M

% of Portfolio:2.6% ($7.6M/$296.7M)

LINDE PLC

LIN|G54950103

Shares:14.5K

Value:$6.7M

% of Portfolio:2.3% ($6.7M/$296.7M)

Mastercard Inc

MA|57636Q104

Shares:11.8K

Value:$6.5M

% of Portfolio:2.2% ($6.5M/$296.7M)

Corteva, Inc.

CTVA|22052L104

Shares:96.5K

Value:$6.1M

% of Portfolio:2.0% ($6.1M/$296.7M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:27.9K

Value:$6.1M

% of Portfolio:2.0% ($6.1M/$296.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	64.1K	QoQ +0.95% (-607) YoY -7.92% (-5.5K)	All Managers (Combined)	$14.2M	4.8% ($14.2M/$296.7M)	QoQ -10.44% (-$1.7M) YoY +19.26% (-$2.3M)
AMAZON COM INC(AMZNcusip023135106)	73.8K	QoQ +5.32% (-3.7K) YoY -1.68% (-1.3K)	All Managers (Combined)	$14.0M	4.7% ($14.0M/$296.7M)	QoQ -8.65% (-$1.3M) YoY +3.70% (-$500.8K)
(cusip92189F643)✕	147.0K	QoQ -14.15% (-24.2K) YoY +51.89% (+50.2K)	All Managers (Combined)	$12.9M	4.4% ($12.9M/$296.7M)	QoQ -18.52% (-$2.9M) YoY +48.68% (+$4.2M)
NEXTERA ENERGY INC(NEEcusip65339F101)	168.0K	QoQ +8.32% (+12.9K) YoY -3.61% (-6.3K)	All Managers (Combined)	$11.9M	4.0% ($11.9M/$296.7M)	QoQ +7.11% (+$791.4K) YoY +6.91% (-$769.8K)
Meta Platforms, Inc.(METAcusip30303M102)	19.7K	QoQ -0.70% (-139) YoY -2.41% (-486)	All Managers (Combined)	$11.3M	3.8% ($11.3M/$296.7M)	QoQ -2.25% (-$261.4K) YoY +15.83% (-$1.5M)
Alphabet Inc.(GOOGLcusip02079K305)	70.9K	QoQ +20.36% (-12.0K) YoY +9.70% (+6.3K)	All Managers (Combined)	$11.0M	3.7% ($11.0M/$296.7M)	QoQ -1.67% (-$186.5K) YoY +12.40% (+$1.2M)
ENBRIDGE INC(ENBcusip29250N105)	246.8K	QoQ -6.02% (-15.8K) YoY -0.10% (-270)	All Managers (Combined)	$10.9M	3.7% ($10.9M/$296.7M)	QoQ -1.86% (-$207.7K) YoY +22.33% (-$2.0M)
MICROSOFT CORP(MSFTcusip594918104)	28.8K	QoQ +7.53% (-2.0K) YoY +17.62% (+4.3K)	All Managers (Combined)	$10.8M	3.6% ($10.8M/$296.7M)	QoQ -4.22% (-$478.1K) YoY +4.95% (+$511.0K)
AGILENT TECHNOLOGIES, INC.(Acusip00846U101)	91.6K	QoQ +115.16% (+49.0K) YoY +171.40% (+57.9K)	All Managers (Combined)	$10.7M	3.6% ($10.7M/$296.7M)	QoQ +87.36% (+$5.0M) YoY +118.19% (+$5.8M)
CBRE GROUP, INC.(CBREcusip12504L109)	72.2K	QoQ -7.72% (-6.0K) YoY -28.12% (-28.3K)	All Managers (Combined)	$9.4M	3.2% ($9.4M/$296.7M)	QoQ -8.08% (-$830.3K) YoY -3.33% (-$326.0K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	80.5K	QoQ +1938.37% (+76.6K) YoY NEW(+80.5K)	All Managers (Combined)	$8.9M	3.0% ($8.9M/$296.7M)	QoQ +1678.19% (+$8.4M) YoY NEW(+$8.9M)
LOCKHEED MARTIN CORP(LMTcusip539830109)	19.3K	QoQ +96.87% (+9.5K) YoY +83.24% (+8.8K)	All Managers (Combined)	$8.6M	2.9% ($8.6M/$296.7M)	QoQ +80.98% (+$3.9M) YoY +79.95% (+$3.8M)
US BANCORP \DE\(USBcusip902973304)	200.4K	QoQ +8.83% (-16.3K) YoY +7.14% (+13.4K)	All Managers (Combined)	$8.5M	2.9% ($8.5M/$296.7M)	QoQ -3.93% (-$346.1K) YoY +1.19% (+$100.1K)
ESTEE LAUDER COMPANIES INC(ELcusip518439104)	127.8K	QoQ -6.45% (-8.8K) YoY +96.56% (-62.8K)	All Managers (Combined)	$8.4M	2.8% ($8.4M/$296.7M)	QoQ -17.65% (-$1.8M) YoY -15.83% (-$1.6M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	8.2K	QoQ -5.83% (-510) YoY -23.15% (-2.5K)	All Managers (Combined)	$7.8M	2.6% ($7.8M/$296.7M)	QoQ -2.80% (-$224.4K) YoY -0.79% (-$62.2K)
EXXON MOBIL CORP(XOMcusip30231G102)	63.8K	QoQ +8.18% (+4.8K) YoY +2727.30% (+61.5K)	All Managers (Combined)	$7.6M	2.6% ($7.6M/$296.7M)	QoQ +19.61% (+$1.2M) YoY +2793.24% (+$7.3M)
LINDE PLC(LINcusipG54950103)	14.5K	QoQ +7.56% (+1.0K) YoY -1.59% (-234)	All Managers (Combined)	$6.7M	2.3% ($6.7M/$296.7M)	QoQ +19.63% (+$1.1M) YoY -1.31% (-$89.6K)
Mastercard Inc(MAcusip57636Q104)	11.8K	QoQ -9.37% (-1.2K) YoY +2.92% (+335)	All Managers (Combined)	$6.5M	2.2% ($6.5M/$296.7M)	QoQ -5.66% (-$387.8K) YoY +17.15% (+$946.0K)
Corteva, Inc.(CTVAcusip22052L104)	96.5K	QoQ +0.43% (+421) YoY +92.40% (+46.4K)	All Managers (Combined)	$6.1M	2.0% ($6.1M/$296.7M)	QoQ +10.96% (+$600.2K) YoY +109.95% (+$3.2M)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	27.9K	QoQ +0.77% (+214) YoY +16.39% (+3.9K)	All Managers (Combined)	$6.1M	2.0% ($6.1M/$296.7M)	QoQ +19.55% (+$991.6K) YoY +28.17% (+$1.3M)