Portfolio (Quarterly)
Guide ↗
Meramec Financial Planners, LLC
· CIK 0002100778| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | AGYS | AGILYSYS INC | Technology | 50 | $3K | 0.00% | SOLD |
| 62 | KTB | KONTOOR BRANDS INC | Consumer Cyclical | 41 | $3K | 0.00% | SOLD |
| 63 | TRNS | TRANSCAT INC | Industrials | 38 | $3K | 0.00% | SOLD |
| 64 | ZONE | CLEANCORE SOLUTIONS INC | Industrials | 9,222 | $3K | 0.00% | SOLD |
| 65 | — | CSW INDUSTRIALS INC | — | 10 | $3K | 0.00% | SOLD |
| 66 | CLX | CLOROX CO DEL | Consumer Defensive | 29 | $3K | 0.00% | SOLD |
| 67 | FUTY | FIDELITY COVINGTON TRUST | — | 49 | $3K | 0.00% | SOLD |
| 68 | CNC | CENTENE CORP DEL | Healthcare | 72 | $3K | 0.00% | SOLD |
| 69 | DV | DOUBLEVERIFY HLDGS INC | Technology | 247 | $3K | 0.00% | SOLD |
| 70 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 43 | $3K | 0.00% | SOLD |
| 71 | ALC | ALCON AG | Healthcare | 29 | $2K | 0.00% | SOLD |
| 72 | ACVA | ACV AUCTIONS INC | Consumer Cyclical | 379 | $2K | 0.00% | SOLD |
| 73 | TAP | MOLSON COORS BEVERAGE CO | Consumer Defensive | 43 | $2K | 0.00% | SOLD |
| 74 | AMTM | AMENTUM HOLDINGS INC | Industrials | 61 | $2K | 0.00% | SOLD |
| 75 | DJT | TRUMP MEDIA & TECHNOLOGY GRO | Communication Services | 163 | $2K | 0.00% | SOLD |
| 76 | GDYN | GRID DYNAMICS HLDGS INC | Technology | 270 | $2K | 0.00% | SOLD |
| 77 | WFC | WELLS FARGO & CO | Financial Services | 15 | $1K | — | SOLD |
| 78 | RA | BROOKFIELD REAL ASSETS INCOM | Financial Services | 59 | $766.0 | — | SOLD |
| 79 | KD | KYNDRYL HLDGS INC | Technology | 52 | $762.0 | — | SOLD |
| 80 | BTC | GRAYSCALE BITCOIN MINI TR ET | Financial Services | 18 | $609.0 | — | 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%