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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
81	MICC	MAGNUM ICE CREAM CO NV	Consumer Defensive	23	$327.0	—	SOLD

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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%