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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 24 of 28  ·  550 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 FHN FIRST HORIZON CORPORATION Financial Services 46.0 $1K $25.50 -2.2%
462 LQD ISHARES TR 11.0 $1K NEW $106.55 -1.0%
463 EMLC VANECK ETF TRUST 46.0 $1K NEW $25.30 +1.3%
464 SPTI SPDR SERIES TRUST 40.0 $1K NEW $28.12 -0.8%
465 IEF ISHARES TR 12.0 $1K NEW $93.33 -1.2%
466 BNDX VANGUARD CHARLOTTE FDS 23.0 $1K -60.0 -72.3% $47.96 -1.1%
467 CEG CONSTELLATION ENERGY CORP Utilities 4.0 $1K $270.00 +10.7%
468 MSOS ADVISORSHARES TR 250.0 $1K $4.24 +20.5%
469 SYF SYNCHRONY FINANCIAL Financial Services 14.0 $1K NEW $75.36 +6.1%
470 XAIX DBX ETF TR 20.0 $1K $52.35 +9.3%
471 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 50.0 $1K $20.04 -22.3%
472 GWX SPDR INDEX SHS FDS 23.0 $998.0 NEW $43.39 +8.4%
473 WDC WESTERN DIGITAL CORP Technology 2.0 $996.0 NEW $498.00 -6.1%
474 HLN HALEON PLC Healthcare 100.0 $994.0 $9.94 -3.4%
475 ACGL ARCH CAP GROUP LTD Financial Services 9.0 $935.0 NEW $103.89 -5.6%
476 SPTS SPDR SERIES TRUST 32.0 $926.0 NEW $28.94 -0.3%
477 J P MORGAN EXCHANGE TRADED F 18.0 $892.0 +10.0 +125.0% $49.56
478 ACM AECOM Industrials 12.0 $834.0 $69.50 -4.2%
479 EW EDWARDS LIFESCIENCES CORP Healthcare 10.0 $831.0 $83.10 +8.2%
480 FSLR FIRST SOLAR INC Energy 4.0 $824.0 NEW $206.00 -0.8%
Page 24 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%