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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
Page 10 of 28  ·  550 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 1,222.0 $91K 0.03% -53.0 -4.2% $74.41 +7.7%
182 BLOK AMPLIFY ETF TR 1,480.0 $89K 0.03% $60.43 +7.9%
183 DE DEERE & CO Industrials 141.0 $88K 0.03% NEW $625.02 +11.0%
184 EVTR MORGAN STANLEY ETF TRUST 1,727.0 $87K 0.03% NEW $50.19 -0.6%
185 VPU VANGUARD WORLD FD 431.0 $85K 0.03% +3.0 +0.7% $197.00 -5.4%
186 MAS MASCO CORP Industrials 1,032.0 $84K 0.03% NEW $81.16 -10.4%
187 IGF ISHARES TR 1,252.0 $84K 0.03% +949.0 +313.2% $66.86 -2.7%
188 SPIB SPDR SERIES TRUST 2,500.0 $83K 0.03% $33.12 -0.6%
189 BDX BECTON DICKINSON & CO Healthcare 512.0 $81K 0.03% -15.0 -2.9% $158.92 +16.2%
190 DVY ISHARES TR 498.0 $81K 0.03% +144.0 +40.7% $163.15 +0.7%
191 PPL PPL CORP Utilities 2,240.0 $81K 0.03% NEW $36.01 -2.5%
192 DEO DIAGEO PLC Consumer Defensive 932.0 $79K 0.03% $85.16 +4.7%
193 FCX FREEPORT MCMORAN INC Basic Materials 1,230.0 $77K 0.03% NEW $62.72 +15.9%
194 ZTS ZOETIS INC Healthcare 970.0 $75K 0.03% $76.92 -1.4%
195 BCE BCE INC Communication Services 3,480.0 $74K 0.03% -2K -31.4% $21.24 +11.4%
196 GBCI GLACIER BANCORP INC NEW Financial Services 1,473.0 $72K 0.03% $49.00 -4.4%
197 TMUS T-MOBILE US INC Communication Services 403.0 $71K 0.03% +393.0 +3930.0% $177.21 +2.4%
198 MMM 3M CO Industrials 400.0 $71K 0.03% $178.23 -5.4%
199 WY WEYERHAEUSER CO Real Estate 2,756.0 $66K 0.02% +3K +10000.0% $23.91 -3.7%
200 SPYG SPDR SERIES TRUST 555.0 $64K 0.02% $114.55 +6.2%
Page 10 of 28  ·  550 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 33.0%
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%