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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 22 of 28  ·  550 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 BHP BHP BILLITON LIMITED Basic Materials 32.0 $3K 0.00% $83.94 +7.7%
422 IGLB ISHARES TR 51.0 $2K 0.00% NEW $48.31 -1.2%
423 UBER UBER TECHNOLOGIES INC Technology 36.0 $2K 0.00% $68.19 +11.1%
424 ICVT ISHARES TR 21.0 $2K 0.00% NEW $113.48 +1.1%
425 SECU BLACKROCK ETF TRUST II 47.0 $2K 0.00% NEW $49.60 -0.6%
426 BINC BLACKROCK ETF TRUST II 44.0 $2K 0.00% NEW $51.91 -0.4%
427 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 71.0 $2K 0.00% $31.08 +17.0%
428 F FORD MTR CO Consumer Cyclical 150.0 $2K 0.00% -145.0 -49.1% $14.68 -0.4%
429 XLV SELECT SECTOR SPDR TR 13.0 $2K 0.00% NEW $163.46 +4.9%
430 SCHP SCHWAB STRATEGIC TR 80.0 $2K 0.00% +73.0 +1042.9% $26.02 -0.7%
431 SYM SYMBOTIC INC Industrials 50.0 $2K 0.00% $41.50 +3.5%
432 HWM HOWMET AEROSPACE INC Industrials 7.0 $2K 0.00% $288.00 -10.0%
433 AEP AMERICAN ELEC PWR CO INC Utilities 15.0 $2K 0.00% $133.60 -6.8%
434 FNDF SCHWAB STRATEGIC TR 37.0 $2K 0.00% NEW $53.08 +6.1%
435 YUMC YUM CHINA HLDGS INC Consumer Cyclical 44.0 $2K 0.00% +1.0 +2.3% $44.30 -1.6%
436 STRV EA SERIES TRUST 41.0 $2K 0.00% $47.49 +0.3%
437 CLOA BLACKROCK ETF TRUST II 37.0 $2K 0.00% NEW $51.92 -0.1%
438 IGEB ISHARES TR 43.0 $2K 0.00% NEW $44.35 -1.0%
439 IVVW ISHARES TR 42.0 $2K 0.00% NEW $44.19 +3.1%
440 SPSM SPDR SERIES TRUST 32.0 $2K 0.00% NEW $56.59 -0.1%
Page 22 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%