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Portfolio (Quarterly) Guide ↗

Meramec Financial Planners, LLC

· CIK 0002100778
13F Portfolio $274M AUM 581 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 111 New 134 Added 92 Reduced 81 Exited
Page 3 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWR ISHARES TR 3,987.0 $438K 0.16% +39.0 +1.0% $109.97 +1.7%
42 PEP PEPSICO INC Consumer Defensive 3,104.0 $434K 0.16% +884.0 +39.8% $139.78 -1.5%
43 CVX CHEVRON CORPORATION Energy 2,132.0 $405K 0.15% +629.0 +41.9% $190.00 +9.8%
44 T AT&T INC Communication Services 15,570.0 $380K 0.14% +5K +51.1% $24.42 +5.1%
45 DFIV DIMENSIONAL ETF TRUST 6,513.0 $366K 0.13% +95.0 +1.5% $56.19 +4.9%
46 SDY SPDR SERIES TRUST 2,264.0 $355K 0.13% +61.0 +2.8% $156.64 -0.5%
47 VYM VANGUARD WHITEHALL FDS 2,147.0 $349K 0.13% +105.0 +5.1% $162.73 +0.9%
48 SPDW SPDR INDEX SHS FDS 6,100.0 $302K 0.11% +85.0 +1.4% $49.59 +5.5%
49 IWP ISHARES TR 2,191.0 $301K 0.11% +55.0 +2.6% $137.51 +1.6%
50 CGW INVESCO EXCH TRADED FD TR II 4,607.0 $298K 0.11% +105.0 +2.3% $64.64 +0.0%
51 MLPX GLOBAL X FDS 3,723.0 $278K 0.10% +308.0 +9.0% $74.78 +1.1%
52 XLB SELECT SECTOR SPDR TR 5,386.0 $277K 0.10% +35.0 +0.7% $51.39 +2.0%
53 DUK DUKE ENERGY CORP NEW Utilities 2,147.0 $277K 0.10% +71.0 +3.4% $128.81 -6.7%
54 UPS UNITED PARCEL SVCS INC Industrials 2,348.0 $265K 0.10% +1K +82.3% $112.95 -9.4%
55 TFC TRUIST FINL CORP Financial Services 4,806.0 $250K 0.09% +535.0 +12.5% $52.12 -0.9%
56 HDV ISHARES TR 7,967.0 $229K 0.08% +6K +395.8% $28.74 +2.3%
57 SR SPIRE INC Utilities 2,630.0 $217K 0.08% +1K +99.7% $82.45 +0.3%
58 PFE PFIZER INC Healthcare 8,431.0 $208K 0.08% +5K +170.8% $24.67 +15.3%
59 PIO INVESCO EXCH TRADED FD TR II 4,655.0 $207K 0.07% +25.0 +0.5% $44.39 -0.3%
60 COP CONOCOPHILLIPS Energy 1,712.0 $198K 0.07% +447.0 +35.3% $115.60 +16.1%
Page 3 of 7  ·  134 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 33.0%
Financial Services 21.0%
Healthcare 12.0%
Industrials 7.5%
Consumer Defensive 7.1%
Consumer Cyclical 7.1%
Energy 4.1%
Utilities 3.3%
Communication Services 3.0%
Real Estate 1.3%