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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 11 of 28  ·  550 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SCHH SCHWAB STRATEGIC TR 2,562.0 $63K 0.02% +34.0 +1.3% $24.76 -5.3%
202 AGG ISHARES TR 645.0 $63K 0.02% +373.0 +137.1% $97.64 -0.7%
203 RNRG GLOBAL X FDS 1,797.0 $63K 0.02% +11.0 +0.6% $34.79 -1.3%
204 COF CAPITAL ONE FINL CORP Financial Services 300.0 $62K 0.02% NEW $207.05 +6.1%
205 IBM INTERNATIONAL BUSINESS MACHS Technology 282.0 $61K 0.02% $216.28 +8.6%
206 NFLX NETFLIX INC. Communication Services 818.0 $58K 0.02% +140.0 +20.6% $70.40 +11.1%
207 IYW ISHARES TR 244.0 $57K 0.02% $234.62 +8.0%
208 AMGN AMGEN INC Healthcare 150.0 $56K 0.02% +50.0 +50.0% $376.26 +16.2%
209 SBUX STARBUCKS CORP Consumer Cyclical 543.0 $56K 0.02% -55.0 -9.2% $103.65 +0.8%
210 GSST GOLDMAN SACHS ETF TR 1,108.0 $56K 0.02% -709.0 -39.0% $50.52 -0.2%
211 VZ VERIZON COMMUNICATIONS INC Communication Services 1,166.0 $55K 0.02% +1K +1945.6% $47.32 +6.0%
212 MRSH MARSH & MCLENNAN COS INC Financial Services 300.0 $55K 0.02% +18.0 +6.4% $183.29 +1.3%
213 DOW DOW HLDGS INC Basic Materials 1,833.0 $53K 0.02% -1K -39.4% $28.75 +2.4%
214 BMO BANK MONTREAL MEDIUM Financial Services 293.0 $52K 0.02% NEW $178.51 -1.7%
215 XJR ISHARES TR 1,010.0 $52K 0.02% $51.53 -0.4%
216 SLQD ISHARES TR 1,022.0 $51K 0.02% $50.11 -0.4%
217 LMT LOCKHEED MARTIN CORP Industrials 87.0 $50K 0.02% $580.00 -9.4%
218 TSLA TESLA INC Consumer Cyclical 162.0 $50K 0.02% $309.22 +14.5%
219 IBIT ISHARES BITCOIN TRUST ETF Financial Services 1,352.0 $50K 0.02% $36.77 +23.0%
220 NOW SERVICENOW INC Technology 460.0 $49K 0.02% $105.56 +33.8%
Page 11 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%