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Portfolio (Quarterly) Guide ↗

Merit Financial Group, LLC

· CIK 0001621225
13F Portfolio $16.4B AUM 10,700 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 2360 New
Page 116 of 118  ·  2,360 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2301 COMMERCE.COM INC 13,781.0 $41K NEW $2.96
2302 DNUT KRISPY KREME INC Consumer Defensive 11,530.0 $41K NEW $3.53 -9.3%
2303 ECC EAGLE POINT CR CO Financial Services 10,921.0 $41K NEW $3.72 +1.9%
2304 JELD JELD-WEN HLDG INC Industrials 26,964.0 $40K NEW $1.50 +24.7%
2305 SITE CTRS CORP 10,087.0 $40K NEW $3.97
2306 CNDT CONDUENT INC Technology 27,179.0 $40K NEW $1.46 +0.0%
2307 ORGO ORGANOGENESIS HLDGS INC Healthcare 16,211.0 $39K NEW $2.43 -29.2%
2308 MDT CALL MEDTRONIC PLC Healthcare 500.0 $39K NEW $78.23 +15.8%
2309 RC READY CAPITAL CORP Real Estate 22,336.0 $39K NEW $1.75 -2.9%
2310 CYH COMMUNITY HEALTH SYS INC NEW Healthcare 11,599.0 $39K NEW $3.34 -11.7%
2311 REAX THE REAL BROKERAGE INC Real Estate 21,254.0 $39K NEW $1.82 +33.0%
2312 PSQH PSQ HOLDINGS INC Technology 93,805.0 $38K NEW $0.40 +940.2%
2313 EDIT EDITAS MEDICINE INC Healthcare 11,566.0 $37K NEW $3.24 -12.3%
2314 AMC ENTMT HLDGS INC 19,163.0 $36K NEW $1.90
2315 ALDX ALDEYRA THERAPEUTICS INC Healthcare 16,664.0 $35K NEW $2.13 -26.8%
2316 WTI W & T OFFSHORE INC Energy 10,364.0 $33K NEW $3.15 +19.0%
2317 CLVT CLARIVATE PLC Technology 14,936.0 $32K NEW $2.16 -12.5%
2318 LRMR LARIMAR THERAPEUTICS INC Healthcare 10,254.0 $31K NEW $3.05 +41.6%
2319 BNC CEA INDUSTRIES INC Industrials 11,086.0 $30K NEW $2.72 -6.6%
2320 IWM CALL ISHARES TR 100.0 $30K NEW $300.45 +1.2%
Page 116 of 118  ·  2,360 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
Technology 31.0%
Financial Services 18.3%
Industrials 11.3%
Consumer Cyclical 8.5%
Healthcare 8.1%
Communication Services 6.9%
Consumer Defensive 5.8%
Energy 3.4%
Utilities 3.0%
Real Estate 2.2%