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Meramec Financial Planners, LLC

Location
SAINT LOUIS, MO
Portfolio Value
Micro $47,136,901
Diversification
Diversified
Filing Date
Global Rank
#6,936 / 8,622 ▼ 49 · as of Mar 2026
Top Industry
Consumer Electronics 21.5%
3Y Alpha vs SPY
-1.7%
Period ended 4 months ago
Filed Apr 27, 2026 · 3mo
2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
+10.5%
SPY
+9.0%
Annualised alpha
+3.9%
Max drawdown
−8.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.

Portfolio Concentration

366 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
20.2%
+0.7 pts
Top 5
37.6%
−0.9 pts
Top 10
48.5%
−0.7 pts
HHI
546
Dec 2025 → Mar 2026 · range 533 – 546
Diversified+13

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 29.7% $13,976,353
Financial Services 16.3% $7,706,703
Healthcare 11.1% $5,226,571
Industrials 7.7% $3,620,379
Consumer Cyclical 7.6% $3,578,643
Consumer Defensive 7.4% $3,485,707
Unclassified 6.4% $2,996,124
Communication Services 5.9% $2,767,668
Energy 3.7% $1,751,823
Utilities 2.8% $1,300,376
Real Estate 0.9% $415,671
Basic Materials 0.7% $310,883

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
16 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
17 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
366 tracked positions · $47,136,901 total · filing declares 551 positions · $252,131,912 · as of Mar 31, 2026
Showing 1–50 of 366 positions by value · page 1 of 8
Ticker Company Shares Value (USD) % of Portfolio History

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.