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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 13 of 26  ·  520 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 LW LAMB WESTON HLDGS INC Consumer Defensive 654.0 $30K 0.01% $46.00 -1.8%
242 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 30.0 $30K 0.01% $997.87 -4.5%
243 NI NISOURCE INC Utilities 624.0 $30K 0.01% $47.78 +2.7%
244 BILS SPDR SERIES TRUST 300.0 $30K 0.01% $99.34 +0.0%
245 VRSN VERISIGN INC Technology 107.0 $30K 0.01% +7.0 +7.0% $275.81 -7.3%
246 ETHA ISHARES ETHEREUM TR Financial Services 1,674.0 $29K 0.01% $17.62 -32.5%
247 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 389.0 $29K 0.01% $75.05 +13.4%
248 EPS WISDOMTREE TR 390.0 $29K 0.01% NEW $74.12 +3.2%
249 FIDELITY COVINGTON TRUST 395.0 $28K 0.01% +156.0 +65.3% $71.34
250 SPYV SPDR SERIES TRUST 475.0 $28K 0.01% NEW $59.20 +2.4%
251 DSI ISHARES TR 211.0 $28K 0.01% $133.00 +4.1%
252 CHD CHURCH & DWIGHT CO INC Consumer Defensive 290.0 $28K 0.01% $96.55 +3.1%
253 OTIS OTIS WORLDWIDE CORP Industrials 345.0 $28K 0.01% $80.73 -9.3%
254 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 5,200.0 $28K 0.01% $5.35 -18.3%
255 VT VANGUARD INTL EQUITY INDEX F 182.0 $27K 0.01% +94.0 +106.8% $150.83 +2.1%
256 J JACOBS SOLUTIONS INC Industrials 213.0 $27K 0.01% $128.87 -2.5%
257 FAST FASTENAL CO Industrials 600.0 $27K 0.01% $45.56 +3.4%
258 XJH ISHARES TR 548.0 $27K 0.01% -539.0 -49.6% $49.59 +4.2%
259 AGG ISHARES TR 272.0 $27K 0.01% +6.0 +2.3% $99.83 -0.5%
260 AIRR FIRST TR EXCHANGE TRADED FD 219.0 $27K 0.01% $123.96 +4.6%
Page 13 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%