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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 52 of 118  ·  2,360 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 MLM MARTIN MARIETTA MATLS INC Basic Materials 1,984.0 $1.1M 0.01% NEW $576.63 -7.2%
1022 CHKP CHECK POINT SOFTWARE TECH LT Technology 8,697.0 $1.1M 0.01% NEW $131.43 -0.7%
1023 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 13,628.0 $1.1M 0.01% NEW $83.48 +0.7%
1024 SUSB ISHARES TR 45,441.0 $1.1M 0.01% NEW $24.99 -0.6%
1025 PNC PUT PNC FINL SVCS GROUP INC Financial Services 4,600.0 $1.1M 0.01% NEW $246.22 -1.3%
1026 IBDW ISHARES TR 54,256.0 $1.1M 0.01% NEW $20.84 -1.2%
1027 KDP KEURIG DR PEPPER INC Consumer Defensive 34,266.0 $1.1M 0.01% NEW $32.73 -2.1%
1028 INVH INVITATION HOMES INC Real Estate 37,119.0 $1.1M 0.01% NEW $30.21 -0.3%
1029 AVUS AMERICAN CENTY ETF TR 8,748.0 $1.1M 0.01% NEW $128.09 +2.0%
1030 POCT INNOVATOR ETFS TRUST 24,117.0 $1.1M 0.01% NEW $46.41 +1.9%
1031 CSGP COSTAR GROUP INC Real Estate 39,432.0 $1.1M 0.01% NEW $28.32 +13.9%
1032 PSF COHEN & STEERS SELECT PFD & Financial Services 55,379.0 $1.1M 0.01% NEW $20.13 -4.1%
1033 DFGR DIMENSIONAL ETF TRUST 38,416.0 $1.1M 0.01% NEW $28.97 +1.7%
1034 U UNITY SOFTWARE INC Technology 38,808.0 $1.1M 0.01% NEW $28.58 +64.2%
1035 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 11,510.0 $1.1M 0.01% NEW $95.97 +24.3%
1036 DUOL DUOLINGO INC Technology 9,573.0 $1.1M 0.01% NEW $115.02 +27.0%
1037 DRI DARDEN RESTAURANTS INC Consumer Cyclical 5,337.0 $1.1M 0.01% NEW $206.04 +7.5%
1038 RFV INVESCO EXCHANGE TRADED FD T 7,675.0 $1.1M 0.01% NEW $142.93 +5.3%
1039 ISHARES TR 47,896.0 $1.1M 0.01% NEW $22.89
1040 MTG MGIC INVT CORP WIS Financial Services 38,814.0 $1.1M 0.01% NEW $28.20 +9.6%
Page 52 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 31.7%
Financial Services 18.6%
Industrials 11.5%
Consumer Cyclical 8.7%
Healthcare 8.3%
Consumer Defensive 5.9%
Communication Services 5.2%
Energy 3.4%
Utilities 3.0%
Real Estate 2.2%