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Portfolio (Quarterly) Guide ↗

Meramec Financial Planners, LLC

· CIK 0002100778
13F Portfolio $252M AUM 551 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 37 New 58 Added 102 Reduced 34 Exited
Page 10 of 26  ·  520 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GBCI GLACIER BANCORP INC NEW Financial Services 1,473.0 $73K 0.03% $49.42 +5.3%
182 IBM INTERNATIONAL BUSINESS MACHS Technology 282.0 $72K 0.03% +21.0 +8.1% $253.71 +7.1%
183 RNRG GLOBAL X FDS 1,786.0 $68K 0.03% $38.04 -6.0%
184 NFLX NETFLIX INC. Communication Services 678.0 $64K 0.03% $94.83 -22.2%
185 TSLA TESLA INC Consumer Cyclical 162.0 $64K 0.03% $392.50 -3.3%
186 FDVV FIDELITY COVINGTON TRUST 1,059.0 $63K 0.03% NEW $59.16 +1.6%
187 KMB KIMBERLY-CLARK CORP Consumer Defensive 625.0 $62K 0.02% +7.0 +1.1% $98.53 +11.0%
188 SPYG SPDR SERIES TRUST 555.0 $61K 0.02% $110.56 +3.7%
189 MMM 3M CO Industrials 400.0 $61K 0.02% $151.40 +8.3%
190 SCHH SCHWAB STRATEGIC TR 2,528.0 $59K 0.02% +17.0 +0.7% $23.48 +3.1%
191 SBUX STARBUCKS CORP Consumer Cyclical 598.0 $59K 0.02% $98.95 +5.7%
192 IBIT ISHARES BITCOIN TRUST ETF Financial Services 1,352.0 $58K 0.02% -196.0 -12.7% $43.25 -21.7%
193 FBCG FIDELITY COVINGTON TRUST 1,013.0 $58K 0.02% NEW $57.59 +3.8%
194 CAH CARDINAL HEALTH INC Healthcare 276.0 $58K 0.02% +13.0 +4.9% $211.34 +12.6%
195 SLV ISHARES SILVER TR Financial Services 794.0 $57K 0.02% $72.15 -26.2%
196 XAR SPDR SERIES TRUST 198.0 $55K 0.02% $276.13 -0.7%
197 DVY ISHARES TR 354.0 $54K 0.02% +3.0 +0.8% $153.26 +3.2%
198 SOLUNA HOLDINGS INC 38,659.0 $54K 0.02% $1.40
199 GGG GRACO INC Industrials 605.0 $53K 0.02% $87.19 -12.4%
200 FENI FIDELITY COVINGTON TRUST 1,319.0 $52K 0.02% NEW $39.79 -0.7%
Page 10 of 26  ·  520 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 33.1%
Financial Services 22.1%
Healthcare 10.3%
Industrials 8.0%
Consumer Cyclical 7.7%
Consumer Defensive 6.8%
Communication Services 4.6%
Energy 3.2%
Utilities 2.6%
Real Estate 0.9%