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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 62 of 118  ·  2,360 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 EZU ISHARES INC 11,188.0 $778K 0.01% NEW $69.50 +2.9%
1222 FEZ SPDR INDEX SHS FDS 11,320.0 $777K 0.01% NEW $68.68 +4.5%
1223 VFC V F CORP Consumer Cyclical 46,559.0 $777K 0.01% NEW $16.68 -13.8%
1224 VRNS VARONIS SYS INC Technology 18,442.0 $774K 0.01% NEW $41.96 -1.7%
1225 WPM WHEATON PRECIOUS METALS CORP Basic Materials 6,875.0 $772K 0.01% NEW $112.32 +40.5%
1226 CNH INDL N V 68,713.0 $772K 0.01% NEW $11.23
1227 CCJ CAMECO CORP Energy 7,566.0 $771K 0.01% NEW $101.86 +0.6%
1228 MC MOELIS & CO Financial Services 11,772.0 $770K 0.01% NEW $65.42 +4.4%
1229 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 30,686.0 $769K 0.01% NEW $25.06 +15.9%
1230 KGC KINROSS GOLD CORP Basic Materials 32,450.0 $766K 0.01% NEW $23.62 +38.7%
1231 CDE COEUR MNG INC Basic Materials 46,874.0 $765K 0.01% NEW $16.32 +28.5%
1232 WRB BERKLEY W R CORP Financial Services 10,844.0 $765K 0.01% NEW $70.54 -2.7%
1233 BBY BEST BUY INC Consumer Cyclical 10,075.0 $765K 0.01% NEW $75.88 +13.2%
1234 RHI ROBERT HALF INC. Industrials 24,887.0 $764K 0.01% NEW $30.70 +45.8%
1235 SWKS SKYWORKS SOLUTIONS INC Technology 11,263.0 $764K 0.01% NEW $67.80 -1.0%
1236 USCI UNITED STS COMMODITY INDEX F Financial Services 8,238.0 $763K 0.01% NEW $92.64 +14.5%
1237 AWR AMER STATES WTR CO Utilities 9,224.0 $762K 0.01% NEW $82.63 +7.3%
1238 PII POLARIS INC Consumer Cyclical 11,132.0 $762K 0.01% NEW $68.44 -5.9%
1239 PKG PACKAGING CORP AMER Consumer Cyclical 3,191.0 $760K 0.01% NEW $238.27 +6.1%
1240 NTSX WISDOMTREE TR 12,845.0 $758K 0.01% NEW $59.05 +1.3%
Page 62 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%