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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 41 of 118  ·  2,360 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 35,494.0 $1.8M 0.01% NEW $49.98 +5.7%
802 ESUM STRATEGY SHS 57,744.0 $1.8M 0.01% NEW $30.64 +1.7%
803 URI UNITED RENTALS INC Industrials 1,558.0 $1.8M 0.01% NEW $1133.18 -3.1%
804 MRNA MODERNA INC Healthcare 25,205.0 $1.8M 0.01% NEW $70.03 +99.2%
805 HIG HARTFORD INSURANCE GROUP INC Financial Services 13,311.0 $1.8M 0.01% NEW $132.53 +3.8%
806 PB PROSPERITY BANCSHARES INC Financial Services 24,149.0 $1.8M 0.01% NEW $73.03 +0.3%
807 OSK OSHKOSH CORP Industrials 11,483.0 $1.8M 0.01% NEW $153.49 +0.1%
808 RF REGIONS FINANCIAL CORP NEW Financial Services 58,301.0 $1.8M 0.01% NEW $30.20 +1.0%
809 IWS ISHARES TR 10,693.0 $1.8M 0.01% NEW $164.61 +4.5%
810 GL GLOBE LIFE INC Financial Services 9,829.0 $1.8M 0.01% NEW $178.69 -4.1%
811 BPOP POPULAR INC Financial Services 10,685.0 $1.8M 0.01% NEW $164.18 +3.3%
812 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 5,975.0 $1.8M 0.01% NEW $293.18 +4.6%
813 ALAB ASTERA LABS INC Technology 3,609.0 $1.7M 0.01% NEW $482.90 -40.7%
814 ESGV VANGUARD WORLD FD 13,176.0 $1.7M 0.01% NEW $132.24 +2.4%
815 WBD WARNER BROS DISCOVERY INC Communication Services 65,317.0 $1.7M 0.01% NEW $26.66 +5.9%
816 ITB ISHARES TR 16,661.0 $1.7M 0.01% NEW $104.48 -6.9%
817 RGLD ROYAL GOLD INC Basic Materials 8,720.0 $1.7M 0.01% NEW $199.62 +26.9%
818 BP BP PLC Energy 47,035.0 $1.7M 0.01% NEW $36.95 +22.7%
819 NUE NUCOR CORP Basic Materials 7,765.0 $1.7M 0.01% NEW $222.75 +9.7%
820 MOS MOSAIC CO Basic Materials 81,607.0 $1.7M 0.01% NEW $21.19 +8.8%
Page 41 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%