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Portfolio (Quarterly) Guide ↗

Meridian Financial Partners LLC

· CIK 0001763722
13F Portfolio $293M AUM 119 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 119 New
Page 6 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IWD ISHARES TR 1,087.0 $269K 0.09% NEW $247.28 +3.9%
102 LOW LOWES COS INC Consumer Cyclical 1,255.0 $263K 0.09% NEW $209.66 -3.9%
103 KVUE KENVUE INC Consumer Defensive 13,850.0 $259K 0.09% NEW $18.70 +1.9%
104 VEU VANGUARD INTL EQUITY INDEX F 3,051.0 $254K 0.09% NEW $83.13 +2.2%
105 COFS CHOICEONE FINANCIA Financial Services 7,125.0 $239K 0.08% NEW $33.56 +0.4%
106 BND VANGUARD BD INDEX FDS 3,280.0 $239K 0.08% NEW $72.82 -1.4%
107 NUE NUCOR CORP Basic Materials 1,000.0 $237K 0.08% NEW $236.87 +10.1%
108 NOW SERVICENOW INC Technology 2,244.0 $235K 0.08% NEW $104.73 +30.9%
109 SPY STATE STR SPDR S&P 500 ETF T Financial Services 305.0 $230K 0.08% NEW $754.81 +1.3%
110 SUSL ISHARES TR 1,695.0 $226K 0.08% NEW $133.29 +2.6%
111 RSPR INVESCO EXCHANGE TRADED FD T 6,125.0 $224K 0.08% NEW $36.65 -2.4%
112 UNH UNITEDHEALTH GROUP INC Healthcare 534.0 $223K 0.08% NEW $418.52 -4.8%
113 RTX RTX CORPORATION Industrials 1,131.0 $222K 0.08% NEW $195.89 +2.8%
114 VRT VERTIV HOLDINGS CO Industrials 727.0 $221K 0.07% NEW $304.57 -15.7%
115 BUFC AB ACTIVE ETFS INC 5,086.0 $218K 0.07% NEW $42.79 +1.1%
116 EMR EMERSON ELEC CO Industrials 1,583.0 $216K 0.07% NEW $136.25 +9.4%
117 T AT&T INC Communication Services 10,051.0 $215K 0.07% NEW $21.43 +22.8%
118 CBRE CBRE GROUP INC Real Estate 1,507.0 $213K 0.07% NEW $141.41 +0.6%
119 MCD MCDONALDS CORP Consumer Cyclical 798.0 $211K 0.07% NEW $264.95 -1.3%
Page 6 of 6  ·  119 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 34.5%
Financial Services 16.8%
Industrials 8.0%
Communication Services 7.5%
Healthcare 7.4%
Consumer Cyclical 7.1%
Energy 6.7%
Utilities 4.2%
Consumer Defensive 4.1%
Real Estate 2.3%