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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 39 of 118  ·  2,360 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 A AGILENT TECHNOLOGIES INC Healthcare 14,793.0 $2.0M 0.01% NEW $132.83 +17.0%
762 RBLX ROBLOX CORP Technology 35,984.0 $2.0M 0.01% NEW $54.38 -29.1%
763 ET ENERGY TRANSFER L P Energy 102,065.0 $2.0M 0.01% NEW $19.12 +11.4%
764 SNX TD SYNNEX CORPORATION Technology 7,276.0 $1.9M 0.01% NEW $267.33 -5.8%
765 XSD SPDR SERIES TRUST 3,106.0 $1.9M 0.01% NEW $623.80 -19.3%
766 DINO HF SINCLAIR CORP Energy 27,759.0 $1.9M 0.01% NEW $69.65 +36.7%
767 PSA PUBLIC STORAGE Real Estate 6,056.0 $1.9M 0.01% NEW $318.38 +2.1%
768 PCEF INVESCO EXCH TRADED FD TR II 94,877.0 $1.9M 0.01% NEW $20.31 +0.6%
769 COHR COHERENT CORP Technology 4,884.0 $1.9M 0.01% NEW $394.49 -26.1%
770 NVT NVENT ELEC PLC Industrials 11,349.0 $1.9M 0.01% NEW $169.61 -7.5%
771 ATI ATI INC Industrials 9,735.0 $1.9M 0.01% NEW $197.10 +8.6%
772 VICI VICI PPTYS INC Real Estate 72,257.0 $1.9M 0.01% NEW $26.55 -0.8%
773 DPZ DOMINOS PIZZA INC Consumer Cyclical 6,479.0 $1.9M 0.01% NEW $296.07 +12.7%
774 OC OWENS CORNING NEW Industrials 11,958.0 $1.9M 0.01% NEW $158.96 -6.6%
775 CUBE CUBESMART Real Estate 47,751.0 $1.9M 0.01% NEW $39.77 +3.9%
776 CHTR CHARTER COMMUNICATIONS INC Communication Services 13,327.0 $1.9M 0.01% NEW $142.20 +6.9%
777 RBC RBC BEARINGS INC Industrials 2,919.0 $1.9M 0.01% NEW $644.06 -19.7%
778 DTM DT MIDSTREAM INC Energy 12,798.0 $1.9M 0.01% NEW $146.73 -9.6%
779 CASY CASEYS GEN STORES INC Consumer Cyclical 2,362.0 $1.9M 0.01% NEW $794.68 +3.4%
780 JMEE J P MORGAN EXCHANGE TRADED F 23,839.0 $1.9M 0.01% NEW $78.03 +0.1%
Page 39 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%