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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 15 of 26  ·  518 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 XYL XYLEM INC Industrials 139.0 $20K 0.01% NEW $142.12 -18.1%
282 MTB M & T BK CORP Financial Services 81.0 $19K 0.01% NEW $238.01 -0.3%
283 IHE ISHARES TR 210.0 $19K 0.01% NEW $90.45 +9.6%
284 FIDELITY COVINGTON TRUST 239.0 $18K 0.01% NEW $75.23
285 BSX BOSTON SCIENTIFIC CORP Healthcare 229.0 $17K 0.01% NEW $76.27 -42.0%
286 BR BROADRIDGE FINL SOLUTIONS IN Technology 94.0 $17K 0.01% NEW $181.91 -24.2%
287 IYY ISHARES TR 100.0 $17K 0.01% NEW $168.06 +6.1%
288 IDXX IDEXX LABS INC Healthcare 26.0 $17K 0.01% NEW $644.62 -14.4%
289 PLD PROLOGIS INC. Real Estate 117.0 $16K 0.01% NEW $136.96 +2.2%
290 CTVA CORTEVA INC Basic Materials 220.0 $16K 0.01% NEW $72.60 +13.8%
291 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 94.0 $16K 0.01% NEW $169.00 -26.7%
292 RB GLOBAL INC 131.0 $15K 0.01% NEW $117.72
293 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 236.0 $15K 0.01% NEW $64.79 +27.6%
294 DG DOLLAR GEN CORP NEW Consumer Defensive 104.0 $15K 0.01% NEW $146.65 -18.5%
295 TIDAL TRUST II 2,550.0 $15K 0.01% NEW $5.90
296 NUAI NEW ERA ENERGY & DIGITAL INC Energy 2,950.0 $15K 0.01% NEW $5.06 +17.0%
297 XEL XCEL ENERGY INC Utilities 196.0 $15K 0.01% NEW $75.84 +8.4%
298 FIVE FIVE BELOW INC Consumer Cyclical 73.0 $15K 0.01% NEW $202.62 -7.0%
299 BKR BAKER HUGHES COMPANY Energy 250.0 $15K 0.01% NEW $58.92 -4.0%
300 SPTM SPDR SERIES TRUST 175.0 $15K 0.01% NEW $84.04 +5.9%
Page 15 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%