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Portfolio (Quarterly) Guide ↗

Meramec Financial Planners, LLC

· CIK 0002100778
13F Portfolio $257M AUM 580 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 518 New
Page 14 of 26  ·  518 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AIRR FIRST TR EXCHANGE TRADED FD 219.0 $26K 0.01% NEW $118.50 +9.4%
262 ITW ILLINOIS TOOL WKS INC Industrials 87.0 $26K 0.01% NEW $293.57 -8.8%
263 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 5,200.0 $25K 0.01% NEW $4.88 -10.5%
264 BIV VANGUARD BD INDEX FDS 313.0 $24K 0.01% NEW $78.00 -1.3%
265 IGF ISHARES TR 370.0 $24K 0.01% NEW $65.71 +2.6%
266 WST WEST PHARMACEUTICAL SVSC INC Healthcare 96.0 $24K 0.01% NEW $248.96 +40.9%
267 IAU ISHARES GOLD TR Financial Services 256.0 $24K 0.01% NEW $93.24 -17.9%
268 PZA INVESCO EXCH TRADED FD TR II 1,000.0 $23K 0.01% NEW $23.35 +0.6%
269 VXF VANGUARD INDEX FDS 104.0 $23K 0.01% NEW $218.81 +10.5%
270 AVUV AMERICAN CENTY ETF TR 195.0 $22K 0.01% NEW $115.19 +8.5%
271 VRSN VERISIGN INC Technology 100.0 $22K 0.01% NEW $224.17 +14.0%
272 AMP AMERIPRISE FINL INC Financial Services 41.0 $22K 0.01% NEW $546.73 -17.2%
273 NLR VANECK ETF TRUST 153.0 $22K 0.01% NEW $142.52 -18.4%
274 LIN LINDE PLC Basic Materials 47.0 $21K 0.01% NEW $448.26 +15.9%
275 BITFARMS LTD 9,756.0 $21K 0.01% NEW $2.14
276 ESE ESCO TECHNOLOGIES INC Technology 82.0 $21K 0.01% NEW $254.15 +33.7%
277 RWR SPDR SERIES TRUST 200.0 $21K 0.01% NEW $103.98 +10.3%
278 MBB ISHARES TR 214.0 $20K 0.01% NEW $95.53 -0.6%
279 A AGILENT TECHNOLOGIES INC Healthcare 157.0 $20K 0.01% NEW $129.59 +5.0%
280 DIGI PWR X INC 8,550.0 $20K 0.01% NEW $2.33
Page 14 of 26  ·  518 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 31.0%
Financial Services 23.0%
Healthcare 10.4%
Industrials 8.7%
Consumer Defensive 7.4%
Consumer Cyclical 6.9%
Communication Services 4.2%
Utilities 3.6%
Energy 3.3%
Real Estate 0.9%