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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 7 of 28  ·  550 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PFE PFIZER INC Healthcare 8,431.0 $208K 0.08% +5K +170.8% $24.67 +15.3%
122 PIO INVESCO EXCH TRADED FD TR II 4,655.0 $207K 0.07% +25.0 +0.5% $44.39 -0.3%
123 JUST GOLDMAN SACHS ETF TR 1,885.0 $200K 0.07% $106.23 +4.1%
124 COP CONOCOPHILLIPS Energy 1,712.0 $198K 0.07% +447.0 +35.3% $115.60 +16.1%
125 TMO THERMO FISHER SCIENTIFIC INC Healthcare 348.0 $195K 0.07% -5.0 -1.4% $559.53 +9.7%
126 BA BOEING CO Industrials 909.0 $192K 0.07% +100.0 +12.4% $211.50 +0.4%
127 TRV TRAVELERS COMPANIES INC Financial Services 482.0 $188K 0.07% -18.0 -3.6% $390.35 -5.4%
128 MET METLIFE INC Financial Services 1,940.0 $185K 0.07% NEW $95.19 +2.6%
129 IJJ ISHARES TR 1,240.0 $184K 0.07% $148.50 -0.3%
130 ETHO AMPLIFY ETF TR 2,334.0 $184K 0.07% $78.71 +2.9%
131 ENTERGY CORP NEW 1,600.0 $182K 0.07% NEW $113.76
132 GPC GENUINE PARTS CO Consumer Cyclical 1,396.0 $178K 0.07% +189.0 +15.7% $127.70 +8.1%
133 SCHZ SCHWAB STRATEGIC TR 7,753.0 $177K 0.07% +206.0 +2.7% $22.83 -0.7%
134 CIFR CIPHER DIGITAL INC Financial Services 8,162.0 $177K 0.07% $21.65 -18.1%
135 ADP AUTOMATIC DATA PROCESSING IN Industrials 690.0 $176K 0.06% $254.98 +8.9%
136 MDT MEDTRONIC PLC Healthcare 2,070.0 $174K 0.06% -41.0 -1.9% $84.22 +11.8%
137 DOC HEALTHPEAK PROPERTIES INC Real Estate 7,461.0 $168K 0.06% -59.0 -0.8% $22.52 -8.3%
138 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 548.0 $160K 0.06% +277.0 +102.2% $292.58 +3.0%
139 MCD MCDONALDS CORP Consumer Cyclical 588.0 $159K 0.06% +189.0 +47.4% $270.66 -5.5%
140 WEC WEC ENERGY GROUP INC Utilities 1,390.0 $158K 0.06% $113.78 -6.9%
Page 7 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%