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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Seed-Planning-Group
Data Enrichment
88% identified64 identified9 unidentified
Holdings
73 positions • $296.7M total value
Manager:
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Page 3 of 4
Shares:6.8K
Value:$2.0M
% of Portfolio:0.7% ($2.0M/$296.7M)
46138J585
Shares:74.5K
Value:$1.7M
% of Portfolio:0.6% ($1.7M/$296.7M)
Shares:6.7K
Value:$1.7M
% of Portfolio:0.6% ($1.7M/$296.7M)
46138J817
Shares:70.4K
Value:$1.6M
% of Portfolio:0.5% ($1.6M/$296.7M)
46138J635
Shares:69.6K
Value:$1.6M
% of Portfolio:0.5% ($1.6M/$296.7M)
46138J452
Shares:72.3K
Value:$1.6M
% of Portfolio:0.5% ($1.6M/$296.7M)
Shares:3.1K
Value:$936.1K
% of Portfolio:0.3% ($936.1K/$296.7M)
Shares:1.4K
Value:$738.1K
% of Portfolio:0.2% ($738.1K/$296.7M)
Shares:3.0K
Value:$644.2K
% of Portfolio:0.2% ($644.2K/$296.7M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 3.9K | All Managers (Combined) | $2.1M | 0.7% ($2.1M/$296.7M) | |||
| 6.8K | All Managers (Combined) | $2.0M | 0.7% ($2.0M/$296.7M) | |||
(cusip46138J585)✕ | 74.5K | All Managers (Combined) | $1.7M | 0.6% ($1.7M/$296.7M) | ||
| 6.7K | All Managers (Combined) | $1.7M | 0.6% ($1.7M/$296.7M) | |||
(cusip46138J817)✕ | 70.4K | All Managers (Combined) | $1.6M | 0.5% ($1.6M/$296.7M) | ||
(cusip46138J635)✕ | 69.6K | All Managers (Combined) | $1.6M | 0.5% ($1.6M/$296.7M) | ||
PEPSICO INC(PEPcusip713448108) | 10.7K | QoQ NEW(+10.7K) YoY NEW(+10.7K) | All Managers (Combined) | $1.6M | 0.5% ($1.6M/$296.7M) | QoQ NEW(+$1.6M) YoY NEW(+$1.6M) |
(cusip46138J452)✕ | 72.3K | YoY NEW(+72.3K) | All Managers (Combined) | $1.6M | 0.5% ($1.6M/$296.7M) | YoY NEW(+$1.6M) |
| 10.5K | All Managers (Combined) | $1.5M | 0.5% ($1.5M/$296.7M) | |||
Accenture plc(ACNcusipG1151C101) | 4.2K | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$296.7M) | ||
S&P Global Inc.(SPGIcusip78409V104) | 2.1K | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$296.7M) | ||
| 3.1K | All Managers (Combined) | $936.1K | 0.3% ($936.1K/$296.7M) | |||
Walmart Inc.(WMTcusip931142103) | 10.2K | All Managers (Combined) | $894.0K | 0.3% ($894.0K/$296.7M) | ||
| 2.4K | QoQ -2.59% (-64)YoY -4.00% (-100) | All Managers (Combined) | $810.7K | 0.3% ($810.7K/$296.7M) | ||
| 13.5K | All Managers (Combined) | $787.5K | 0.3% ($787.5K/$296.7M) | |||
| 1.4K | QoQ +5.33% (+73)YoY NEW(+1.4K) | All Managers (Combined) | $738.1K | 0.2% ($738.1K/$296.7M) | YoY NEW(+$738.1K) | |
| 1.8K | QoQ -1.72% (-32)YoY -9.26% (-186) | All Managers (Combined) | $657.9K | 0.2% ($657.9K/$296.7M) | ||
| 3.0K | All Managers (Combined) | $644.2K | 0.2% ($644.2K/$296.7M) | |||
| 5.6K | QoQ +1.06% (-59)YoY -3.94% (-230) | All Managers (Combined) | $585.1K | 0.2% ($585.1K/$296.7M) | ||
STARBUCKS CORP(SBUXcusip855244109) | 5.6K | All Managers (Combined) | $545.9K | 0.2% ($545.9K/$296.7M) |