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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UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:11.4K

Value:$6.0M

% of Portfolio:2.0% ($6.0M/$296.7M)

HOME DEPOT, INC.

HD|437076102

Shares:15.6K

Value:$5.7M

% of Portfolio:1.9% ($5.7M/$296.7M)

LOWES COMPANIES INC

LOW|548661107

Shares:23.7K

Value:$5.5M

% of Portfolio:1.9% ($5.5M/$296.7M)

INTERNATIONAL FLAVORS & FRAGRANCES INC

IFF|459506101

Shares:71.1K

Value:$5.5M

% of Portfolio:1.9% ($5.5M/$296.7M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:11.0K

Value:$5.5M

% of Portfolio:1.8% ($5.5M/$296.7M)

VISA INC.

V|92826C839

Shares:14.6K

Value:$5.1M

% of Portfolio:1.7% ($5.1M/$296.7M)

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:33.5K

Value:$4.4M

% of Portfolio:1.5% ($4.4M/$296.7M)

COSTAR GROUP, INC.

CSGP|22160N109

Shares:47.7K

Value:$3.8M

% of Portfolio:1.3% ($3.8M/$296.7M)

ECOLAB INC.

ECL|278865100

Shares:14.3K

Value:$3.6M

% of Portfolio:1.2% ($3.6M/$296.7M)

46138J791

Shares:180.9K

Value:$3.5M

% of Portfolio:1.2% ($3.5M/$296.7M)

46138J783

Shares:176.7K

Value:$3.5M

% of Portfolio:1.2% ($3.5M/$296.7M)

46138J577

Shares:177.3K

Value:$3.3M

% of Portfolio:1.1% ($3.3M/$296.7M)

46138J643

Shares:161.5K

Value:$3.3M

% of Portfolio:1.1% ($3.3M/$296.7M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:32.1K

Value:$3.0M

% of Portfolio:1.0% ($3.0M/$296.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:11.6K

Value:$2.8M

% of Portfolio:1.0% ($2.8M/$296.7M)

EQUINIX INC

EQIX|29444U700

Shares:2.8K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$296.7M)

RTX Corp

RTX|75513E101

Shares:17.1K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$296.7M)

SOUTHERN CO

SO|842587107

Shares:23.9K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$296.7M)

922908769

VTI|922908769

Shares:7.8K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$296.7M)

808524201

SCHX|808524201

Shares:94.9K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$296.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	11.4K	QoQ +7.00% (+748) YoY +32.00% (+2.8K)	All Managers (Combined)	$6.0M	2.0% ($6.0M/$296.7M)	QoQ +10.79% (+$583.2K) YoY +39.76% (+$1.7M)
HOME DEPOT, INC.(HDcusip437076102)	15.6K	QoQ -1.75% (-279) YoY -12.04% (-2.1K)	All Managers (Combined)	$5.7M	1.9% ($5.7M/$296.7M)	QoQ -7.43% (-$460.2K) YoY -15.96% (-$1.1M)
LOWES COMPANIES INC(LOWcusip548661107)	23.7K	QoQ +88.62% (+11.1K) YoY +130.36% (+13.4K)	All Managers (Combined)	$5.5M	1.9% ($5.5M/$296.7M)	QoQ +78.25% (+$2.4M) YoY +110.91% (+$2.9M)
INTERNATIONAL FLAVORS & FRAGRANCES INC(IFFcusip459506101)	71.1K	QoQ +12.74% (+8.0K) YoY +879.31% (+63.9K)	All Managers (Combined)	$5.5M	1.9% ($5.5M/$296.7M)	QoQ +3.49% (+$186.3K) YoY +783.87% (+$4.9M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	11.0K	QoQ +3.27% (-348) YoY +7.82% (-796)	All Managers (Combined)	$5.5M	1.8% ($5.5M/$296.7M)	QoQ -1.21% (-$66.9K) YoY -7.68% (-$454.7K)
VISA INC.(Vcusip92826C839)	14.6K	QoQ -12.56% (-2.1K) YoY -14.50% (-2.5K)	All Managers (Combined)	$5.1M	1.7% ($5.1M/$296.7M)	QoQ -3.04% (-$160.5K) YoY +7.35% (-$350.4K)
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	33.5K	QoQ -4.16% (-1.5K) YoY -9.31% (-3.4K)	All Managers (Combined)	$4.4M	1.5% ($4.4M/$296.7M)	QoQ +3.24% (-$139.0K) YoY -29.83% (-$1.9M)
COSTAR GROUP, INC.(CSGPcusip22160N109)	47.7K	QoQ -1.24% (-604) YoY +32.30% (+11.7K)	All Managers (Combined)	$3.8M	1.3% ($3.8M/$296.7M)	QoQ +9.29% (-$321.5K) YoY +8.51% (+$296.9K)
ECOLAB INC.(ECLcusip278865100)	14.3K	QoQ -15.74% (-2.7K) YoY -69.16% (-32.0K)	All Managers (Combined)	$3.6M	1.2% ($3.6M/$296.7M)	QoQ -8.84% (-$350.6K) YoY -66.14% (-$7.1M)
(cusip46138J791)✕	180.9K	QoQ +6.73% (+11.4K) YoY +12.01% (+19.4K)	All Managers (Combined)	$3.5M	1.2% ($3.5M/$296.7M)	QoQ +7.01% (+$230.9K) YoY +13.58% (+$421.4K)
(cusip46138J783)✕	176.7K	QoQ +3.66% (+6.2K) YoY +13.96% (+21.6K)	All Managers (Combined)	$3.5M	1.2% ($3.5M/$296.7M)	QoQ +4.25% (+$141.2K) YoY +15.73% (+$470.4K)
(cusip46138J577)✕	177.3K	QoQ +29.80% (+40.7K) YoY NEW(+177.3K)	All Managers (Combined)	$3.3M	1.1% ($3.3M/$296.7M)	QoQ +31.15% (+$780.6K) YoY NEW(+$3.3M)
(cusip46138J643)✕	161.5K	QoQ +29.83% (+37.1K) YoY NEW(+161.5K)	All Managers (Combined)	$3.3M	1.1% ($3.3M/$296.7M)	QoQ +31.25% (+$782.5K) YoY NEW(+$3.3M)
COLGATE PALMOLIVE CO(CLcusip194162103)	32.1K	QoQ +268.05% (+23.4K) YoY +220.49% (+22.1K)	All Managers (Combined)	$3.0M	1.0% ($3.0M/$296.7M)	QoQ +279.33% (+$2.2M) YoY +233.49% (+$2.1M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	11.6K	QoQ -6.23% (-769) YoY -16.84% (-2.3K)	All Managers (Combined)	$2.8M	1.0% ($2.8M/$296.7M)	QoQ -4.04% (-$119.7K) YoY +1.82% (-$51.0K)
EQUINIX INC(EQIXcusip29444U700)	2.8K	QoQ +2.83% (-78) YoY +29.70% (+647)	All Managers (Combined)	$2.3M	0.8% ($2.3M/$296.7M)	QoQ -11.07% (-$286.7K) YoY +28.14% (+$505.9K)
RTX Corp(RTXcusip75513E101)	17.1K	QoQ -23.76% (-5.3K) YoY -34.12% (-8.9K)	All Managers (Combined)	$2.3M	0.8% ($2.3M/$296.7M)	QoQ -12.73% (-$330.3K) YoY -10.53% (-$266.5K)
SOUTHERN CO(SOcusip842587107)	23.9K	QoQ -4.22% (-1.1K) YoY -10.54% (-2.8K)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$296.7M)	QoQ +6.97% (-$143.3K) YoY +14.65% (-$280.8K)
(VTIcusip922908769)	7.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$296.7M)	QoQ -5.16% (-$116.6K) YoY +5.74% (+$116.4K)
(SCHXcusip808524201)	94.9K	QoQ -6.09% (-6.2K) YoY +141.04% (-55.5K)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$296.7M)	QoQ -10.54% (-$247.1K) YoY -14.24% (-$347.9K)