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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 9 of 26  ·  518 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VGSH VANGUARD SCOTTSDALE FDS 1,809.0 $106K 0.04% NEW $58.76 -0.9%
162 CRBN ISHARES TR 441.0 $105K 0.04% NEW $237.12 +4.4%
163 CCI CROWN CASTLE INC Real Estate 1,278.0 $103K 0.04% NEW $80.88 +2.2%
164 BDX BECTON DICKINSON & CO Healthcare 486.0 $102K 0.04% NEW $210.02 -25.8%
165 CANADIAN PACIFIC KANSAS CITY 1,251.0 $101K 0.04% NEW $80.39
166 WM WASTE MGMT INC DEL Industrials 431.0 $98K 0.04% NEW $226.79 -0.6%
167 AIRJ AIRJOULE TECHNOLOGIES CORP Industrials 30,000.0 $97K 0.04% NEW $3.23 +41.2%
168 ITOT ISHARES TR 638.0 $96K 0.04% NEW $151.14 +6.4%
169 OMC OMNICOM GROUP INC Communication Services 1,367.0 $96K 0.04% NEW $69.87 +4.6%
170 SPIB SPDR SERIES TRUST 2,802.0 $95K 0.04% NEW $33.87 -1.0%
171 UNH UNITEDHEALTH GROUP INC Healthcare 332.0 $92K 0.04% NEW $276.65 +54.7%
172 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 140.0 $92K 0.04% NEW $655.32 +6.1%
173 GSST GOLDMAN SACHS ETF TR 1,807.0 $91K 0.04% NEW $50.58 -0.0%
174 DEO DIAGEO PLC Consumer Defensive 932.0 $90K 0.04% NEW $96.88 -13.8%
175 AKRE PROFESIONALLY MANAGED PORTFO 1,501.0 $86K 0.03% NEW $57.41 -6.8%
176 APD AIR PRODS & CHEMS INC Basic Materials 302.0 $85K 0.03% NEW $282.67 -1.7%
177 VCSH VANGUARD SCOTTSDALE FDS 1,067.0 $85K 0.03% NEW $79.86 -0.9%
178 PFE PFIZER INC Healthcare 3,092.0 $84K 0.03% NEW $27.22 -10.8%
179 SPYM SPDR SERIES TRUST 1,000.0 $81K 0.03% NEW $81.27 +5.5%
180 BLOK AMPLIFY ETF TR 1,478.0 $81K 0.03% NEW $54.58 +15.7%
Page 9 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%