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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 15 of 28  ·  550 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FAST FASTENAL CO Industrials 600.0 $29K 0.01% $47.64 +4.1%
282 VRSN VERISIGN INC Technology 103.0 $28K 0.01% -4.0 -3.7% $274.83 +6.3%
283 VT VANGUARD INTL EQUITY INDEX F 183.0 $28K 0.01% +1.0 +0.6% $154.52 +4.7%
284 XJH ISHARES TR 548.0 $28K 0.01% $51.56 -0.6%
285 BP BP PLC Energy 647.0 $27K 0.01% +551.0 +574.0% $42.33 +3.5%
286 A AGILENT TECHNOLOGIES INC Healthcare 198.0 $27K 0.01% +50.0 +33.8% $137.89 +9.4%
287 ROP ROPER TECHNOLOGIES INC Industrials 72.0 $27K 0.01% $375.03 +8.6%
288 ESE ESCO TECHNOLOGIES INC Technology 82.0 $27K 0.01% $325.70 -15.9%
289 AIRR FIRST TR EXCHANGE TRADED FD 219.0 $26K 0.01% $120.49 -9.8%
290 VXF VANGUARD INDEX FDS 110.0 $26K 0.01% +5.0 +4.8% $237.58 +2.1%
291 ITW ILLINOIS TOOL WKS INC Industrials 87.0 $25K 0.01% $284.83 -5.2%
292 ETHA ISHARES ETHEREUM TR Financial Services 1,674.0 $25K 0.01% $14.71 +25.9%
293 AVUV AMERICAN CENTY ETF TR 195.0 $24K 0.01% $125.43 +1.2%
294 RWR SPDR SERIES TRUST 205.0 $24K 0.01% +5.0 +2.5% $118.65 -6.2%
295 XUDV FRANKLIN TEMPLETON ETF TR 734.0 $24K 0.01% NEW $32.68 +3.6%
296 ETN EATON CORP PLC Industrials 60.0 $24K 0.01% -41.0 -40.6% $398.65 +3.1%
297 BIV VANGUARD BD INDEX FDS 314.0 $24K 0.01% $75.61 -0.9%
298 PZA INVESCO EXCH TRADED FD TR II 1,000.0 $23K 0.01% $22.91 -2.1%
299 BLZE BACKBLAZE INC Technology 1,850.0 $23K 0.01% $12.31 +9.3%
300 AMP AMERIPRISE FINL INC Financial Services 42.0 $22K 0.01% +1.0 +2.4% $532.62 +5.2%
Page 15 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%