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Portfolio (Quarterly) Guide ↗

St. Louis Financial Planners Asset Management, LLC

· CIK 0001966171
13F Portfolio $176M AUM 33 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 11 Added 11 Reduced 19 Exited
Page 1 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BIL SPDR SERIES TRUST 561,347.0 $51.4M 29.16% +409K +268.2% $91.64 -0.0%
2 TFLO ISHARES TR 360,431.0 $18.2M 10.35% -2K -0.6% $50.63 -0.0%
3 BSCQ INVESCO EXCH TRD SLF IDX FD 699,745.0 $13.7M 7.75% +91K +14.9% $19.53 -0.0%
4 JNJ JOHNSON & JOHNSON Healthcare 27,579.0 $6.7M 3.82% +5K +23.0% $244.44 -5.6%
5 MU MICRON TECHNOLOGY INC Technology 18,068.0 $6.1M 3.46% +1K +8.9% $337.85 +165.8%
6 WDC WESTERN DIGITAL CORP Technology 18,667.0 $5.0M 2.86% NEW $270.50 +94.7%
7 CVX CHEVRON CORPORATION Energy 21,175.0 $4.4M 2.48% -3K -13.6% $206.91 -10.3%
8 XOM EXXON MOBIL CORP Energy 25,655.0 $4.4M 2.47% -5K -15.9% $169.67 -11.2%
9 MRK MERCK & CO INC Healthcare 35,479.0 $4.3M 2.42% -7K -16.4% $120.29 +0.2%
10 WBD WARNER BROS DISCOVERY INC Communication Services 152,377.0 $4.2M 2.37% +69K +82.7% $27.46 -1.7%
11 PEP PEPSICO INC Consumer Defensive 26,531.0 $4.1M 2.34% NEW $155.29 -5.8%
12 KO COCA COLA CO Consumer Defensive 52,644.0 $4.0M 2.27% +42K +382.5% $76.05 +5.8%
13 HD HOME DEPOT INC Consumer Cyclical 12,016.0 $4.0M 2.24% NEW $328.89 -6.0%
14 PG PROCTER & GAMBLE CO Consumer Defensive 25,848.0 $3.7M 2.12% +435.0 +1.7% $144.45 -0.9%
15 NEM NEWMONT CORP Basic Materials 32,990.0 $3.6M 2.02% NEW $108.25 +2.7%
16 GOOGL ALPHABET INC Communication Services 12,043.0 $3.5M 1.96% -7K -35.3% $287.57 +34.6%
17 AAPL APPLE INC Technology 11,940.0 $3.0M 1.72% -640.0 -5.1% $253.80 +22.1%
18 NFLX NETFLIX INC. Communication Services 30,928.0 $3.0M 1.69% +2K +6.2% $96.15 -8.6%
19 AMZN AMAZON COM INC Consumer Cyclical 13,490.0 $2.8M 1.59% +766.0 +6.0% $208.28 +26.4%
20 WMT WALMART INC Consumer Defensive 22,442.0 $2.8M 1.58% -4K -15.4% $124.28 -4.7%
Page 1 of 2  ·  33 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 30.5%
Consumer Defensive 17.3%
Healthcare 13.2%
Communication Services 11.9%
Energy 9.8%
Consumer Cyclical 7.6%
Financial Services 5.9%
Basic Materials 4.0%