BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 17 of 28  ·  550 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SPTM SPDR SERIES TRUST 175.0 $16K 0.01% $89.86 +3.9%
322 OTIS OTIS WORLDWIDE CORP Industrials 214.0 $16K 0.01% -131.0 -38.0% $73.19 -2.7%
323 BWXT BWX TECHNOLOGIES INC Industrials 88.0 $16K 0.01% $176.65 -10.8%
324 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 102.0 $15K 0.01% +17.0 +20.0% $148.74 +8.4%
325 BKR BAKER HUGHES COMPANY Energy 250.0 $15K 0.01% $60.59 +4.8%
326 FENY FIDELITY COVINGTON TRUST 463.0 $15K 0.01% $32.38 +9.8%
327 KVUE KENVUE INC Consumer Defensive 738.0 $14K 0.01% $19.48 -3.8%
328 BR BROADRIDGE FINL SOLUTIONS IN Technology 94.0 $14K 0.01% $152.79 +13.2%
329 GLW CORNING INC Technology 100.0 $14K 0.01% $143.36 +7.6%
330 EEM ISHARES TR 225.0 $14K 0.01% $63.57 +8.1%
331 XIDV FRANKLIN TEMPLETON ETF TR 377.0 $14K 0.01% NEW $37.89 +5.2%
332 NUAI NEW ERA ENERGY & DIGITAL INC Energy 2,950.0 $14K 0.01% $4.78 +13.3%
333 SCHY SCHWAB STRATEGIC TR 422.0 $14K 0.01% +5.0 +1.2% $32.68 +1.7%
334 VOO VANGUARD INDEX FDS 20.0 $14K 0.01% +11.0 +122.2% $679.35 +4.2%
335 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 223.0 $14K 0.01% -14.0 -5.9% $60.59 +5.2%
336 IDXX IDEXX LABS INC Healthcare 24.0 $13K 0.01% $556.21 -3.7%
337 MOBILITY GLOBAL INC 640.0 $13K 0.01% NEW $20.62
338 INCY INCYTE CORP Healthcare 105.0 $12K 0.01% $118.88 +6.6%
339 DBND DOUBLELINE ETF TRUST 264.0 $12K 0.00% NEW $44.99 -0.7%
340 VGT VANGUARD WORLD FD 104.0 $12K 0.00% +91.0 +700.0% $112.58 +7.7%
Page 17 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%