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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 12 of 28  ·  550 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FDVV FIDELITY COVINGTON TRUST 774.0 $48K 0.02% -285.0 -26.9% $62.65 +1.3%
222 SWK STANLEY BLACK & DECKER INC Industrials 513.0 $48K 0.02% NEW $94.17 +3.4%
223 OHI OMEGA HEALTHCARE INVS INC Real Estate 936.0 $48K 0.02% NEW $51.40 -9.8%
224 D DOMINION ENERGY INC Utilities 681.0 $48K 0.02% +676.0 +10000.0% $70.27 -6.3%
225 AXP AMERICAN EXPRESS CO Financial Services 143.0 $48K 0.02% +1.0 +0.7% $334.27 -2.4%
226 CMI CUMMINS INC Industrials 72.0 $48K 0.02% $661.85 -15.3%
227 SOLUNA HOLDINGS INC 38,659.0 $48K 0.02% $1.23
228 APH AMPHENOL CORP Technology 315.0 $47K 0.02% +58.0 +22.6% $149.28 -44.5%
229 ENB ENBRIDGE INC Energy 843.0 $47K 0.02% NEW $55.35 -9.5%
230 EPD ENTERPRISE PRODS PARTNERS L 1,224.0 $47K 0.02% -2K -58.6% $38.12
231 IP INTERNATIONAL PAPER CO Consumer Cyclical 1,091.0 $46K 0.02% +919.0 +534.3% $42.41 -12.2%
232 KHC KRAFT HEINZ CO Consumer Defensive 1,744.0 $46K 0.02% NEW $26.22 -5.2%
233 SNY SANOFI SA Healthcare 1,025.0 $45K 0.02% $44.00 +0.5%
234 MCK MCKESSON CORP Healthcare 53.0 $45K 0.02% $845.53 +7.4%
235 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 1,012.0 $45K 0.02% NEW $44.28 -7.8%
236 GE GE AEROSPACE Industrials 123.0 $44K 0.02% +12.0 +10.8% $361.62 -6.8%
237 PRU PRUDENTIAL FINL INC Financial Services 364.0 $44K 0.02% NEW $121.89 +0.1%
238 FBCG FIDELITY COVINGTON TRUST 753.0 $44K 0.02% -260.0 -25.7% $58.82 +6.0%
239 CARR CARRIER GLOBAL CORPORATION Industrials 635.0 $44K 0.02% $69.33 -13.9%
240 O REALTY INCOME CORP Real Estate 665.0 $44K 0.02% NEW $65.50 -6.5%
Page 12 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%