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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 26 of 28  ·  550 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 IFRA ISHARES TR 11.0 $691.0 -1.0 -8.3% $62.82 -5.7%
502 MJ AMPLIFY ETF TR 30.0 $684.0 $22.80 +15.5%
503 SYK STRYKER CORPORATION Healthcare 2.0 $674.0 $337.00 -10.1%
504 VTRS VIATRIS INC Healthcare 37.0 $653.0 $17.65 -4.4%
505 VCIT VANGUARD SCOTTSDALE FDS 8.0 $651.0 +5.0 +166.7% $81.38 -1.0%
506 EIX EDISON INTL Utilities 8.0 $630.0 NEW $78.75 -27.9%
507 SEALSQ CORP 250.0 $620.0 $2.48
508 EXC EXELON CORP Utilities 12.0 $566.0 $47.17 -7.5%
509 NRG NRG ENERGY INC Utilities 4.0 $546.0 NEW $136.50 -12.8%
510 VPL VANGUARD INTL EQUITY INDEX F 5.0 $545.0 NEW $109.00 +8.6%
511 CRM SALESFORCE INC Technology 3.0 $521.0 $173.67 +49.3%
512 NXT NEXTPOWER INC Technology 5.0 $519.0 NEW $103.80 -18.6%
513 OGN ORGANON & CO Healthcare 38.0 $515.0 $13.55 +1.7%
514 KBE SPDR SERIES TRUST 7.0 $513.0 +6.0 +600.0% $73.29 -5.4%
515 PSI INVESCO EXCHANGE TRADED FD T 4.0 $495.0 +1.0 +33.3% $123.75 +9.9%
516 PPC PILGRIMS PRIDE CORP Consumer Defensive 16.0 $468.0 NEW $29.25 +4.2%
517 IVZ INVESCO LTD Financial Services 15.0 $452.0 $30.13 +9.7%
518 PGR PROGRESSIVE CORP Financial Services 2.0 $432.0 $216.00 +1.4%
519 SPBO SPDR SERIES TRUST 15.0 $428.0 NEW $28.53 -0.9%
520 EUFN ISHARES TR 10.0 $410.0 NEW $41.00 +4.7%
Page 26 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%