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

Page 4 of 4

Sort by:

Walt Disney Co

DIS|254687106

Shares:5.4K

Value:$537.5K

% of Portfolio:0.2% ($537.5K/$296.7M)

Xylem Inc.

XYL|98419M100

Shares:4.2K

Value:$496.7K

% of Portfolio:0.2% ($496.7K/$296.7M)

ROCKWELL AUTOMATION, INC

ROK|773903109

Shares:1.9K

Value:$490.8K

% of Portfolio:0.2% ($490.8K/$296.7M)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:1.8K

Value:$450.7K

% of Portfolio:0.2% ($450.7K/$296.7M)

PROCTER & GAMBLE Co

PG|742718109

Shares:2.2K

Value:$368.6K

% of Portfolio:0.1% ($368.6K/$296.7M)

78464A763

SDY|78464A763

Shares:2.7K

Value:$364.6K

% of Portfolio:0.1% ($364.6K/$296.7M)

NVIDIA CORP

NVDA|67066G104

Shares:3.0K

Value:$323.4K

% of Portfolio:0.1% ($323.4K/$296.7M)

464287598

IWD|464287598

Shares:1.6K

Value:$310.3K

% of Portfolio:0.1% ($310.3K/$296.7M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:891

Value:$242.8K

% of Portfolio:0.1% ($242.8K/$296.7M)

ORACLE CORP

ORCL|68389X105

Shares:1.7K

Value:$238.9K

% of Portfolio:0.1% ($238.9K/$296.7M)

Anheuser-Busch InBev SA/NV

BUD|03524A108

Shares:3.6K

Value:$221.7K

% of Portfolio:0.1% ($221.7K/$296.7M)

MCDONALDS CORP

MCD|580135101

Shares:655

Value:$204.5K

% of Portfolio:0.1% ($204.5K/$296.7M)

American Water Works Company, Inc.

AWK|030420103

Shares:1.4K

Value:$202.4K

% of Portfolio:0.1% ($202.4K/$296.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Walt Disney Co(DIScusip254687106)	5.4K	QoQ -6.44% (-375) YoY -53.38% (-6.2K)	All Managers (Combined)	$537.5K	0.2% ($537.5K/$296.7M)	QoQ -17.07% (-$110.7K) YoY -62.39% (-$891.7K)
Xylem Inc.(XYLcusip98419M100)	4.2K	QoQ -0.50% (-21) YoY -57.60% (-5.6K)	All Managers (Combined)	$496.7K	0.2% ($496.7K/$296.7M)	QoQ +2.44% (-$11.9K) YoY -60.81% (-$770.7K)
ROCKWELL AUTOMATION, INC(ROKcusip773903109)	1.9K	QoQ -2.91% (-57) YoY +2.86% (-53)	All Managers (Combined)	$490.8K	0.2% ($490.8K/$296.7M)	QoQ -12.22% (-$68.4K) YoY -8.78% (-$47.3K)
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	1.8K	QoQ 0.00% (-0) YoY -11.08% (-221)	All Managers (Combined)	$450.7K	0.2% ($450.7K/$296.7M)	QoQ -15.35% (-$81.7K) YoY -27.35% (-$169.7K)
PROCTER & GAMBLE Co(PGcusip742718109)	2.2K	QoQ +65.74% (+858) YoY NEW(+2.2K)	All Managers (Combined)	$368.6K	0.1% ($368.6K/$296.7M)	QoQ +68.45% (+$149.8K) YoY NEW(+$368.6K)
(SDYcusip78464A763)	2.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$364.6K	0.1% ($364.6K/$296.7M)	QoQ +2.70% (+$9.6K) YoY +3.38% (+$11.9K)
NVIDIA CORP(NVDAcusip67066G104)	3.0K	QoQ +19.08% (-478) YoY NEW(+3.0K)	All Managers (Combined)	$323.4K	0.1% ($323.4K/$296.7M)	QoQ -3.89% (-$13.1K) YoY NEW(+$323.4K)
(IWDcusip464287598)	1.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$310.3K	0.1% ($310.3K/$296.7M)	QoQ +1.63% (+$5.0K) YoY +5.05% (+$14.9K)
GENERAL DYNAMICS CORP(GDcusip369550108)	891	QoQ -80.73% (-3.7K) YoY -79.45% (-3.4K)	All Managers (Combined)	$242.8K	0.1% ($242.8K/$296.7M)	QoQ -80.07% (-$976.1K) YoY -80.17% (-$982.1K)
ORACLE CORP(ORCLcusip68389X105)	1.7K	QoQ 0.00% (-0) YoY NEW(+1.7K)	All Managers (Combined)	$238.9K	0.1% ($238.9K/$296.7M)	QoQ -16.10% (-$45.9K) YoY NEW(+$238.9K)
Anheuser-Busch InBev SA/NV(BUDcusip03524A108)	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$221.7K	0.1% ($221.7K/$296.7M)	QoQ NEW(+$221.7K) YoY NEW(+$221.7K)
MCDONALDS CORP(MCDcusip580135101)	655	QoQ -75.13% (-2.0K) YoY -19.23% (-156)	All Managers (Combined)	$204.5K	0.1% ($204.5K/$296.7M)	QoQ -73.22% (-$559.2K) YoY -10.56% (-$24.2K)
American Water Works Company, Inc.(AWKcusip030420103)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$202.4K	0.1% ($202.4K/$296.7M)	QoQ NEW(+$202.4K) YoY NEW(+$202.4K)