Portfolio (Quarterly)
Guide ↗
Meramec Financial Planners, LLC
· CIK 0002100778| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | GKOS | GLAUKOS CORP | Healthcare | 68 | $8K | 0.00% | SOLD |
| 22 | TECH | BIO-TECHNE CORP | Healthcare | 136 | $8K | 0.00% | SOLD |
| 23 | KAI | KADANT INC | Industrials | 24 | $8K | 0.00% | SOLD |
| 24 | KNSL | KINSALE CAP GROUP INC | Financial Services | 22 | $8K | 0.00% | SOLD |
| 25 | CASY | CASEYS GEN STORES INC | Consumer Cyclical | 10 | $8K | 0.00% | SOLD |
| 26 | TOST | TOAST INC | Technology | 254 | $7K | 0.00% | SOLD |
| 27 | CCL | CARNIVAL CORP | Consumer Cyclical | 237 | $7K | 0.00% | SOLD |
| 28 | CGNX | COGNEX CORP | Technology | 121 | $7K | 0.00% | SOLD |
| 29 | GWRE | GUIDEWIRE SOFTWARE INC | Technology | 46 | $7K | 0.00% | SOLD |
| 30 | RBC | RBC BEARINGS INC | Industrials | 11 | $7K | 0.00% | SOLD |
| 31 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 145 | $6K | 0.00% | SOLD |
| 32 | SSD | SIMPSON MFG INC | Industrials | 35 | $6K | 0.00% | SOLD |
| 33 | CRL | CHARLES RIV LABS INTL INC | Healthcare | 34 | $6K | 0.00% | SOLD |
| 34 | WK | WORKIVA INC | Technology | 107 | $6K | 0.00% | SOLD |
| 35 | WHR | WHIRLPOOL CORP | Consumer Cyclical | 105 | $6K | 0.00% | SOLD |
| 36 | FRPT | FRESHPET INC | Consumer Defensive | 88 | $6K | 0.00% | SOLD |
| 37 | — | THOMSON REUTERS CORP | — | 63 | $6K | 0.00% | SOLD |
| 38 | OPCH | OPTION CARE HEALTH INC | Healthcare | 204 | $6K | 0.00% | SOLD |
| 39 | CSGP | COSTAR GROUP INC | Real Estate | 146 | $6K | 0.00% | SOLD |
| 40 | BOH | BANK HAWAII CORP | Financial Services | 72 | $6K | 0.00% | SOLD |
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%