St. Louis Financial Planners Asset Management, LLC

CIK

1966171

Location

CHESTERFIELD, MO

Portfolio Value

Micro $89,481,503

Diversification

Diversified

Filing Date

Global Rank

#5,571 / 8,232 ▼ 120

Top Industry

Drug Manufacturers - General 12.3%

3Y Alpha vs SPY

+3.7%

Period ended 2 months ago

Filed Apr 7, 2026 · 2mo

14 quarters · since Dec 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+93.3%

SPY

+76.3%

Annualised alpha

+3.8%

Max drawdown

−22.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

27 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.5%

−0.2 pts

Top 5

29.8%

+3.9 pts

Top 10

52.7%

+9.2 pts

HHI

439

Diversified+85

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.5%	$27,253,507	8
Consumer Defensive	17.3%	$15,454,731	5
Healthcare	13.2%	$11,839,560	3
Communication Services	11.9%	$10,621,084	3
Energy	9.8%	$8,733,734	2
Consumer Cyclical	7.6%	$6,761,504	2
Financial Services	5.9%	$5,246,216	3
Basic Materials	4.0%	$3,571,167	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
WBD	Warner Bros. Discovery, Inc.	+68,989	152,377	$4,184,272
KO	Coca Cola Co	+41,734	52,644	$4,003,576
JNJ	Johnson & Johnson	+5,157	27,579	$6,741,410
CRM	Salesforce, Inc.	+2,895	13,777	$2,571,752
NFLX	Netflix Inc	+1,818	30,928	$2,973,727
ORCL	Oracle Corp	+1,712	17,505	$2,575,160
MU	Micron Technology Inc	+1,473	18,068	$6,104,093
AMZN	Amazon Com Inc	+766	13,490	$2,809,562
PG	PROCTER & GAMBLE Co	+435	25,848	$3,733,485
WFC	Wells Fargo & Company/Mn	+70	31,619	$2,517,188
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
MRK	Merck & Co., Inc.	−6,969	35,479	$4,267,768
GOOGL	Alphabet Inc.	−6,561	12,043	$3,463,085
XOM	Exxon Mobil Corp	−4,863	25,655	$4,352,627
WMT	Walmart Inc.	−4,076	22,442	$2,789,091
CVX	Chevron Corp	−3,333	21,175	$4,381,107
CSCO	Cisco Systems, Inc.	−3,123	33,798	$2,622,386
AMD	Advanced Micro Devices Inc	−1,575	13,456	$2,737,354
BAC	Bank Of America Corp /De/	−877	50,972	$2,484,885
CVS	CVS HEALTH Corp	−717	11,562	$830,382
AAPL	Apple Inc.	−640	11,940	$3,030,252
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
WDC	Western Digital Corp	18,667	$5,049,236
PEP	Pepsico Inc	26,531	$4,119,998
HD	Home Depot, Inc.	12,016	$3,951,942
NEM	NEWMONT Corp /DE/	32,990	$3,571,167
IBM	International Business Machines Corp	10,575	$2,563,274
MNST	Monster Beverage Corp	11,159	$808,581
No positions match the current search.

Sold Out

Positions the filer fully exited

14 positions

Ticker	Company	Shares	Value
PLTR	Palantir Technologies Inc.	47,547	$8,451,479
AVGO	Broadcom Inc.	13,826	$4,785,178
ABBV	AbbVie Inc.	16,383	$3,743,351
VZ	Verizon Communications Inc	91,015	$3,707,040
T	At&T Inc.	148,126	$3,679,449
RTX	RTX Corp	18,255	$3,347,967
NVDA	Nvidia Corp	16,573	$3,090,864
C	Citigroup Inc	25,323	$2,954,940
DIS	Walt Disney Co	25,352	$2,884,297
MS	Morgan Stanley	16,166	$2,869,949
ABT	Abbott Laboratories	22,399	$2,806,370
APH	Amphenol Corp /De/	10,001	$1,351,535
ADV	Advantage Solutions Inc.	29,674	$652,828
INTC	Intel Corp	17,546	$647,447
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

27 positions · $89,481,503 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
JNJ	Johnson & Johnson Healthcare	Added	27,579	+5,157	$6,741,410	+45.3%	7.53%
MU	Micron Technology Inc Technology	Added	18,068	+1,473	$6,104,093	+28.9%	6.82%
WDC	Western Digital Corp Technology	NEW	18,667	NEW	$5,049,236	NEW	5.64%
CVX	Chevron Corp Energy	Reduced	21,175	-3,333	$4,381,107	+17.3%	4.90%
XOM	Exxon Mobil Corp Energy	Reduced	25,655	-4,863	$4,352,627	+18.5%	4.86%
MRK	Merck & Co., Inc. Healthcare	Reduced	35,479	-6,969	$4,267,768	−4.5%	4.77%
WBD	Warner Bros. Discovery, Inc. Communication Services	Added	152,377	+68,989	$4,184,272	+74.1%	4.68%
PEP	Pepsico Inc Consumer Defensive	NEW	26,531	NEW	$4,119,998	NEW	4.60%
KO	Coca Cola Co Consumer Defensive	Added	52,644	+41,734	$4,003,576	+424.9%	4.47%
HD	Home Depot, Inc. Consumer Cyclical	NEW	12,016	NEW	$3,951,942	NEW	4.42%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	25,848	+435	$3,733,485	+2.5%	4.17%
NEM	NEWMONT Corp /DE/ Basic Materials	NEW	32,990	NEW	$3,571,167	NEW	3.99%
GOOGL	Alphabet Inc. Communication Services	Reduced	12,043	-6,561	$3,463,085	−40.5%	3.87%
AAPL	Apple Inc. Technology	Reduced	11,940	-640	$3,030,252	−11.4%	3.39%
NFLX	Netflix Inc Communication Services	Added	30,928	+1,818	$2,973,727	+9.0%	3.32%
AMZN	Amazon Com Inc Consumer Cyclical	Added	13,490	+766	$2,809,562	−4.3%	3.14%
WMT	Walmart Inc. Consumer Defensive	Reduced	22,442	-4,076	$2,789,091	−5.6%	3.12%
AMD	Advanced Micro Devices Inc Technology	Reduced	13,456	-1,575	$2,737,354	−15.0%	3.06%
CSCO	Cisco Systems, Inc. Technology	Reduced	33,798	-3,123	$2,622,386	−7.8%	2.93%
ORCL	Oracle Corp Technology	Added	17,505	+1,712	$2,575,160	−16.3%	2.88%
CRM	Salesforce, Inc. Technology	Added	13,777	+2,895	$2,571,752	−10.8%	2.87%
IBM	International Business Machines Corp Technology	NEW	10,575	NEW	$2,563,274	NEW	2.86%
WFC	Wells Fargo & Company/Mn Financial Services	Added	31,619	+70	$2,517,188	−14.4%	2.81%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	50,972	-877	$2,484,885	−12.9%	2.78%
CVS	CVS HEALTH Corp Healthcare	Reduced	11,562	-717	$830,382	−14.8%	0.93%
MNST	Monster Beverage Corp Consumer Defensive	NEW	11,159	NEW	$808,581	NEW	0.90%
PSLV	Sprott Physical Silver Trust Financial Services	Held	10,010	0	$244,143	+3.1%	0.27%