Portfolio (Quarterly)
Guide ↗
Meramec Financial Planners, LLC
· CIK 0002100778| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | AAON | AAON INC | Industrials | 58 | $6K | 0.00% | SOLD |
| 42 | GDDY | GODADDY INC | Technology | 64 | $6K | 0.00% | SOLD |
| 43 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 91 | $5K | 0.00% | SOLD |
| 44 | EMN | EASTMAN CHEM CO | Basic Materials | 72 | $5K | 0.00% | SOLD |
| 45 | EXPO | EXPONENT INC | Industrials | 77 | $5K | 0.00% | SOLD |
| 46 | OWL | BLUE OWL CAPITAL INC | Financial Services | 529 | $5K | 0.00% | SOLD |
| 47 | ALGN | ALIGN TECHNOLOGY INC | Healthcare | 27 | $5K | 0.00% | SOLD |
| 48 | DINO | HF SINCLAIR CORP | Energy | 87 | $5K | 0.00% | SOLD |
| 49 | DD | DUPONT DE NEMOURS INC | Basic Materials | 101 | $5K | 0.00% | SOLD |
| 50 | FND | FLOOR & DECOR HLDGS INC | Consumer Cyclical | 83 | $5K | 0.00% | SOLD |
| 51 | RGEN | REPLIGEN CORP | Healthcare | 33 | $4K | 0.00% | SOLD |
| 52 | ALRM | ALARM COM HLDGS INC | Technology | 90 | $4K | 0.00% | SOLD |
| 53 | JKHY | HENRY JACK & ASSOC INC | Technology | 26 | $4K | 0.00% | SOLD |
| 54 | ICLN | ISHARES TR | — | 200 | $4K | 0.00% | SOLD |
| 55 | SPSC | SPS COMM INC | Technology | 66 | $4K | 0.00% | SOLD |
| 56 | TTC | TORO CO | Industrials | 40 | $4K | 0.00% | SOLD |
| 57 | DSGX | DESCARTES SYS GROUP INC | Technology | 47 | $4K | 0.00% | SOLD |
| 58 | GLOB | GLOBANT S A | Technology | 71 | $4K | 0.00% | SOLD |
| 59 | FWRG | FIRST WATCH RESTAURANT GROUP | Consumer Cyclical | 274 | $4K | 0.00% | SOLD |
| 60 | CCC | CCC INTELLIGENT SOLUTIONS HL | Technology | 619 | $3K | 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%