Meramec Financial Planners, LLC
Filing Date
Global Rank
#2,305
/ 3,203
▲ 4632
Top Industry
Consumer Electronics
20.5%
3Y Alpha vs SPY
+3.7%
Period ended 30 days ago
Filed Jul 29, 2026 · 1d
3 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical 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
+9.9%
SPY
+7.3%
Annualised alpha
+6.3%
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
342 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
19.3%
−0.9 pts
Top 5
34.5%
−3.1 pts
Top 10
45.5%
−3.0 pts
HHI
495
Diversified−51
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 29.6% | $16,785,399 |
| Financial Services | 16.2% | $9,164,032 |
| Healthcare | 11.8% | $6,661,202 |
| Industrials | 7.8% | $4,416,251 |
| Consumer Cyclical | 7.3% | $4,118,931 |
| Consumer Defensive | 7.2% | $4,075,975 |
| Unclassified | 5.8% | $3,290,658 |
| Communication Services | 5.0% | $2,827,511 |
| Energy | 3.7% | $2,118,172 |
| Utilities | 3.7% | $2,085,998 |
| Real Estate | 1.2% | $705,772 |
| Basic Materials | 0.7% | $385,327 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PFE | Pfizer Inc | +5,317 | 8,431 | $203,018 | |
| T | At&T Inc. | +5,266 | 15,570 | $322,299 | |
| XOM | ExxonMobil Holdings Corp | +2,941 | 8,690 | $1,188,096 | |
| WY | Weyerhaeuser Co | +2,751 | 2,756 | $65,978 | |
| GIS | General Mills Inc | +2,553 | 3,303 | $114,944 | |
| EFSC | Enterprise Financial Services Corp | +2,301 | 8,337 | $549,241 | |
| AEE | Ameren Corp | +1,744 | 4,711 | $532,531 | |
| SLB | Slb Limited/Nv | +1,571 | 2,335 | $108,554 | |
| SR | Spire Inc | +1,313 | 2,630 | $205,376 | |
| AMZN | Amazon Com Inc | +1,158 | 5,259 | $1,253,429 | |
| VZ | Verizon Communications Inc | +1,109 | 1,166 | $49,368 | |
| UPS | United Parcel Service Inc | +1,060 | 2,348 | $252,410 | |
| EMR | Emerson Electric Co | +1,001 | 3,234 | $462,947 | |
| PG | PROCTER & GAMBLE Co | +978 | 5,531 | $811,065 | |
| MSFT | Microsoft Corp | +955 | 4,865 | $1,814,742 | |
| JPM | Jpmorgan Chase & Co | +933 | 3,288 | $1,076,261 | |
| IP | International Paper Co /New/ | +919 | 1,091 | $41,567 | |
| PEP | Pepsico Inc | +884 | 3,104 | $420,281 | |
| HD | Home Depot, Inc. | +781 | 2,118 | $746,976 | |
| BRK-B | Berkshire Hathaway Inc | +746 | 2,494 | $1,247,972 | |
| D | Dominion Energy, Inc | +676 | 681 | $46,505 | |
| JNJ | Johnson & Johnson | +667 | 5,778 | $1,467,438 | |
| LLY | ELI LILLY & Co | +631 | 771 | $924,760 | |
| CVX | Chevron Corp | +629 | 2,132 | $353,400 | |
| KMB | Kimberly Clark Corp | +616 | 1,241 | $136,224 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EPD | Enterprise Products Partners L.P. | −1,734 | 1,224 | $44,994 | |
| BCE | Bce Inc | −1,594 | 3,480 | $74,854 | |
| DOW | Dow Inc. | −1,191 | 1,833 | $50,150 | |
| TJX | Tjx Companies Inc /De/ | −870 | 8,782 | $1,330,473 | |
| CMCSA | Comcast Corp | −812 | 4,767 | $117,029 | |
| HON | Honeywell International Inc | −549 | 541 | $121,129 | |
| NEE | Nextera Energy Inc | −505 | 2,553 | $224,076 | |
| GGG | Graco Inc | −474 | 131 | $9,904 | |
| KEY | Keycorp /New/ | −290 | 17 | $391 | |
| WMT | Walmart Inc. | −217 | 5,189 | $587,706 | |
| CEF | Sprott Physical Gold & Silver Trust | −204 | 5,220 | $210,000 | |
| C | Citigroup Inc | −174 | 2,339 | $327,366 | |
| MS | Morgan Stanley | −164 | 1,673 | $349,723 | |
| F | Ford Motor Co | −145 | 150 | $2,085 | |
| CSCO | Cisco Systems, Inc. | −145 | 3,558 | $417,922 | |
| UL | Unilever PLC | −141 | 2,299 | $138,215 | |
| OTIS | Otis Worldwide Corp | −131 | 214 | $15,322 | |
| CBSH | Commerce Bancshares Inc /Mo/ | −124 | 661 | $38,172 | |
| SPY | Spdr S&P 500 ETF Trust | −114 | 3,661 | $2,733,924 | |
| BROS | Dutch Bros Inc. | −104 | 50 | $3,590 | |
| JCI | Johnson Controls International plc | −102 | 2,120 | $309,753 | |
| GOOGL | Alphabet Inc. | −95 | 1,334 | $476,731 | |
| PM | Philip Morris International Inc. | −74 | 2,876 | $520,297 | |
| BSX | Boston Scientific Corp | −72 | 157 | $6,700 | |
| DD | DuPont de Nemours, Inc. | −68 | 33 | $4,476 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ETR | Entergy Corp /De/ | 1,600 | $183,776 | |
| MET | Metlife Inc | 1,940 | $164,143 | |
| TVTX | Travere Therapeutics, Inc. | 2,275 | $129,242 | |
| SO | Southern Co | 1,333 | $127,581 | |
| HONA | Honeywell Aerospace Inc. | 541 | $119,452 | |
| DE | Deere & Co | 141 | $89,440 | |
| KR | Kroger Co | 1,600 | $88,848 | |
| MAS | Masco Corp /De/ | 1,032 | $83,973 | |
| PPL | PPL Corp | 2,240 | $81,424 | |
| FCX | Freeport-Mcmoran Inc | 1,230 | $77,354 | |
| COF | Capital One Financial Corp | 300 | $60,186 | |
| KEEL | Keel Infrastructure Corp. | 9,756 | $55,999 | |
| BMO | Bank Of Montreal /Can/ | 293 | $51,773 | |
| SWK | Stanley Black & Decker, Inc. | 513 | $48,283 | |
| ENB | Enbridge Inc | 843 | $45,699 | |
| WMB | Williams Companies, Inc. | 611 | $45,421 | |
| OHI | Omega Healthcare Investors Inc | 936 | $44,628 | |
| UHT | Universal Health Realty Income Trust | 1,012 | $44,386 | |
| O | Realty Income Corp | 665 | $41,203 | |
| KHC | Kraft Heinz Co | 1,744 | $41,193 | |
| FE | Firstenergy Corp | 859 | $40,836 | |
| QXO | QXO, Inc. | 2,302 | $39,778 | |
| ARE | Alexandria Real Estate Equities, Inc. | 749 | $39,584 | |
| PRU | Prudential Financial Inc | 364 | $39,286 | |
| SPCX | Space Exploration Technologies Corp | 103 | $17,598 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PAYX | Paychex Inc | 522 | $48,086 | |
| LOPE | Grand Canyon Education, Inc. | 83 | $14,112 | |
| ENTG | Entegris Inc | 119 | $13,951 | |
| FIVE | Five Below, Inc | 61 | $13,937 | |
| RBA | Rb Global Inc. | 131 | $12,556 | |
| PCTY | Paylocity Holding Corp | 114 | $12,316 | |
| MEDP | Medpace Holdings, Inc. | 25 | $12,004 | |
| ENSG | Ensign Group, Inc | 57 | $11,485 | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | 191 | $11,274 | |
| HEI | Heico Corp | 41 | $11,242 | |
| ROL | Rollins Inc | 204 | $10,895 | |
| PSX | Phillips 66 | 58 | $10,566 | |
| PRVA | Privia Health Group, Inc. | 439 | $9,030 | |
| KNSL | Kinsale Capital Group, Inc. | 22 | $7,516 | |
| GKOS | GLAUKOS Corp | 68 | $7,320 | |
| CAR | Avis Budget Group, Inc. | 50 | $7,292 | |
| CASY | Caseys General Stores Inc | 10 | $7,278 | |
| WSO | Watsco Inc | 20 | $7,275 | |
| TECH | BIO-TECHNE Corp | 136 | $7,107 | |
| KAI | Kadant Inc | 24 | $7,016 | |
| GWRE | Guidewire Software, Inc. | 46 | $6,879 | |
| TOST | Toast, Inc. | 254 | $6,733 | |
| TSCO | Tractor Supply Co /De/ | 145 | $6,568 | |
| WK | Workiva Inc | 107 | $6,380 | |
| SSD | Simpson Manufacturing Co., Inc. | 35 | $6,006 | |
| No positions match the current search. | ||||
342 tracked positions ·
$56,635,228 total
· filing declares
581 positions · $273,705,909
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 342 positions by value
· page 1 of 7
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 37,781 | $10,932,309 | 19.30% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 3,661 | $2,733,924 | 4.83% | |
| SF |
Stifel Financial Corp
Financial Services
|
Held | 37,533 | $2,618,677 | 4.62% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 4,865 | $1,814,742 | 3.20% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 5,778 | $1,467,438 | 2.59% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 8,782 | $1,330,473 | 2.35% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 5,259 | $1,253,429 | 2.21% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 2,494 | $1,247,972 | 2.20% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 8,690 | $1,188,096 | 2.10% | |
| RBLX |
Roblox Corp
Communication Services
|
Held | 21,337 | $1,160,306 | 2.05% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 3,288 | $1,076,261 | 1.90% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 3,729 | $938,365 | 1.66% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 771 | $924,760 | 1.63% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 5,531 | $811,065 | 1.43% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 3,918 | $783,952 | 1.38% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 2,118 | $746,976 | 1.32% | |
| ORCL |
Oracle Corp
Technology
|
Held | 4,166 | $610,527 | 1.08% | |
| MU |
Micron Technology Inc
Technology
|
Added | 522 | $602,539 | 1.06% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 5,189 | $587,706 | 1.04% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 4,542 | $583,647 | 1.03% | |
| EFSC |
Enterprise Financial Services Corp
Financial Services
|
Added | 8,337 | $549,241 | 0.97% | |
| AEE |
Ameren Corp
Utilities
|
Added | 4,711 | $532,531 | 0.94% | |
| CI |
Cigna Group
Healthcare
|
Added | 1,918 | $528,754 | 0.93% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 2,876 | $520,297 | 0.92% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,334 | $476,731 | 0.84% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 3,234 | $462,947 | 0.82% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 418 | $445,128 | 0.79% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 2,286 | $433,722 | 0.77% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 3,104 | $420,281 | 0.74% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 3,558 | $417,922 | 0.74% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 4,790 | $389,283 | 0.69% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 1,422 | $386,784 | 0.68% | |
| CVX |
Chevron Corp
Energy
|
Added | 2,132 | $353,400 | 0.62% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 1,673 | $349,723 | 0.62% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 2,339 | $327,366 | 0.58% | |
| ALL |
Allstate Corp
Financial Services
|
Held | 1,373 | $326,691 | 0.58% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 5,661 | $322,563 | 0.57% | |
| T |
At&T Inc.
Communication Services
|
Added | 15,570 | $322,299 | 0.57% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 562 | $316,568 | 0.56% | |
| JCI |
Johnson Controls International plc
Industrials
|
Reduced | 2,120 | $309,753 | 0.55% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 3,331 | $302,254 | 0.53% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 1,552 | $286,794 | 0.51% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 385 | $283,513 | 0.50% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 3,862 | $277,870 | 0.49% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 2,147 | $271,767 | 0.48% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 2,348 | $252,410 | 0.45% | |
| GD |
General Dynamics Corp
Industrials
|
Reduced | 700 | $247,968 | 0.44% | |
| NVS |
Novartis AG
Healthcare
|
Reduced | 1,554 | $243,542 | 0.43% | |
| CB |
Chubb Ltd
Financial Services
|
Reduced | 708 | $241,243 | 0.43% | |
| TFC |
Truist Financial Corp
Financial Services
|
Added | 4,806 | $239,434 | 0.42% |
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.