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Portfolio (Quarterly) Guide ↗

Meramec Financial Planners, LLC

· CIK 0002100778
13F Portfolio $257M AUM 580 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 518 New
Page 5 of 26  ·  518 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BKDV BNY MELLON ETF TRUST II 11,680.0 $363K 0.14% NEW $31.12 +7.4%
82 EFSC ENTERPRISE FINL SVCS CORP Financial Services 6,036.0 $361K 0.14% NEW $59.89 +11.6%
83 EMR EMERSON ELEC CO Industrials 2,251.0 $354K 0.14% NEW $157.38 -8.8%
84 DFIV DIMENSIONAL ETF TRUST 6,405.0 $349K 0.14% NEW $54.52 -1.2%
85 AEE AMEREN CORP Utilities 3,289.0 $346K 0.14% NEW $105.08 +12.6%
86 NEE NEXTERA ENERGY INC Utilities 3,858.0 $345K 0.14% NEW $89.47 -1.0%
87 IJS ISHARES TR 2,664.0 $337K 0.13% NEW $126.52 +8.2%
88 SDY SPDR SERIES TRUST 2,197.0 $337K 0.13% NEW $153.37 -0.2%
89 MS MORGAN STANLEY Financial Services 1,837.0 $331K 0.13% NEW $179.96 +17.8%
90 BAC BANK AMERICA CORP Financial Services 5,703.0 $322K 0.13% NEW $56.53 +2.4%
91 VYM VANGUARD WHITEHALL FDS 2,042.0 $317K 0.12% NEW $155.47 +1.8%
92 CSCO CISCO SYS INC Technology 3,703.0 $314K 0.12% NEW $84.82 +34.1%
93 C CITIGROUP INC Financial Services 2,522.0 $309K 0.12% NEW $122.69 +15.5%
94 JCI JOHNSON CTLS INTL PLC Industrials 2,238.0 $308K 0.12% NEW $137.65 +0.5%
95 CAT CATERPILLAR INC Industrials 418.0 $304K 0.12% NEW $726.20 +37.4%
96 IWP ISHARES TR 2,136.0 $290K 0.11% NEW $135.55 +4.5%
97 SPDW SPDR INDEX SHS FDS 6,015.0 $288K 0.11% NEW $47.84 +4.2%
98 VWO VANGUARD INTL EQUITY INDEX F 5,021.0 $288K 0.11% NEW $57.26 +2.3%
99 ALL ALLSTATE CORP Financial Services 1,373.0 $285K 0.11% NEW $207.55 +15.4%
100 XLB SELECT SECTOR SPDR TR 5,328.0 $274K 0.11% NEW $51.51 +0.2%
Page 5 of 26  ·  518 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 31.0%
Financial Services 23.0%
Healthcare 10.4%
Industrials 8.7%
Consumer Defensive 7.4%
Consumer Cyclical 6.9%
Communication Services 4.2%
Utilities 3.6%
Energy 3.3%
Real Estate 0.9%