Meramec Financial Planners, LLC

CIK

2100778

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

Diversified+13

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.7%	$13,976,353	64
Financial Services	16.3%	$7,706,703	45
Healthcare	11.1%	$5,226,571	57
Industrials	7.7%	$3,620,379	57
Consumer Cyclical	7.6%	$3,578,643	37
Consumer Defensive	7.4%	$3,485,707	26
Unclassified	6.4%	$2,996,124	13
Communication Services	5.9%	$2,767,668	15
Energy	3.7%	$1,751,823	16
Utilities	2.8%	$1,300,376	13
Real Estate	0.9%	$415,671	9
Basic Materials	0.7%	$310,883	14

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SF	Stifel Financial Corp	+12,511	37,533	$2,774,439
T	At&T Inc.	+445	10,304	$298,712
UL	Unilever PLC	+95	2,440	$139,006
PCTY	Paylocity Holding Corp	+60	114	$12,316
CPRT	Copart Inc	+53	217	$7,204
GPC	Genuine Parts Co	+48	1,207	$127,640
BDX	Becton Dickinson & Co	+41	527	$82,860
LLY	ELI LILLY & Co	+24	140	$128,767
EXPO	Exponent Inc	+23	77	$5,024
PFE	Pfizer Inc	+22	3,114	$87,441
IBM	International Business Machines Corp	+21	282	$68,353
BWXT	BWX Technologies, Inc.	+20	88	$17,995
ABT	Abbott Laboratories	+18	3,349	$343,841
MSFT	Microsoft Corp	+16	3,910	$1,447,364
GWRE	Guidewire Software, Inc.	+16	46	$6,879
ZTS	Zoetis Inc.	+15	970	$114,663
XYL	Xylem Inc.	+14	153	$18,283
CAH	Cardinal Health Inc	+13	276	$58,321
VOC	VOC Energy Trust	+13	463	$1,601
SR	Spire Inc	+12	1,317	$119,241
CI	Cigna Group	+9	1,836	$489,753
TYL	Tyler Technologies Inc	+9	43	$14,722
PEP	Pepsico Inc	+8	2,220	$344,743
PM	Philip Morris International Inc.	+8	2,950	$487,753
PLAB	Photronics Inc	+8	25	$1,010
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GE	General Electric Co	−2,190	111	$31,498
EPD	Enterprise Products Partners L.P.	−2,012	2,958	$111,930
WMT	Walmart Inc.	−1,685	5,406	$671,857
WFC	Wells Fargo & Company/Mn	−1,485	15	$1,194
JPM	Jpmorgan Chase & Co	−1,276	2,355	$692,746
SPY	Spdr S&P 500 ETF Trust	−1,084	3,775	$2,455,033
DOC	Healthpeak Properties, Inc.	−1,083	7,520	$123,553
XOM	ExxonMobil Holdings Corp	−958	5,749	$975,375
ACN	Accenture plc	−952	104	$20,622
DOW	Dow Inc.	−891	3,024	$125,949
MRK	Merck & Co., Inc.	−870	4,567	$549,364
BMY	Bristol Myers Squibb Co	−804	43	$2,607
NEE	Nextera Energy Inc	−800	3,058	$284,027
GEHC	GE HealthCare Technologies Inc.	−739	52	$3,701
PG	PROCTER & GAMBLE Co	−691	4,553	$657,635
GEV	GE Vernova Inc.	−516	8	$6,983
AAPL	Apple Inc.	−344	37,453	$9,505,196
AEE	Ameren Corp	−322	2,967	$326,132
FSSL	FS Specialty Lending Fund	−274	758	$9,482
AMZN	Amazon Com Inc	−243	4,101	$854,114
CCI	Crown Castle Inc.	−230	1,048	$85,212
IBIT	iShares Bitcoin Trust ETF	−196	1,352	$51,943
D	Dominion Energy, Inc	−175	5	$309
IREN	IREN Ltd	−167	3,640	$124,779
V	Visa Inc.	−60	624	$188,597
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
QSR	Restaurant Brands International Inc.	1,275	$94,222
PAYX	Paychex Inc	522	$48,086
TSM	Taiwan Semiconductor Manufacturing Co Ltd	100	$33,795
STE	STERIS plc	145	$32,063
VKTX	Viking Therapeutics, Inc.	585	$19,035
GLW	Corning Inc /Ny	100	$13,597
FBTC	Fidelity Wise Origin Bitcoin Fund	191	$11,274
COIN	Coinbase Global, Inc.	49	$8,555
MTD	Mettler Toledo International Inc/	4	$5,044
OWL	Blue Owl Capital Inc.	529	$4,829
FWRG	First Watch Restaurant Group, Inc.	274	$2,871
SYM	Symbotic Inc.	50	$2,660
AEM	Agnico Eagle Mines Ltd	10	$2,029
CPNG	Coupang, Inc.	100	$1,888
ACM	Aecom	12	$1,017
COHU	Cohu Inc	1	$30
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
SO	Southern Co	1,350	$117,720
AWK	American Water Works Company, Inc.	414	$54,027
HPE	Hewlett Packard Enterprise Co	1,263	$30,337
KEEL	Keel Infrastructure Corp.	9,756	$22,926
XEL	Xcel Energy Inc	196	$14,476
FCX	Freeport-Mcmoran Inc	177	$8,989
PAYC	Paycom Software, Inc.	56	$8,924
STC	Stewart Information Services Corp	107	$7,517
EL	Estee Lauder Companies Inc	67	$7,016
HTO	H2o America	107	$5,241
JBSS	Sanfilippo John B & Son Inc	57	$4,024
ALKT	Alkami Technology, Inc.	170	$3,921
RYN	Rayonier Inc	124	$2,684
OMEX	Odyssey Marine Exploration Inc	63	$123
PATH	UiPath, Inc.	7	$114
NU	Nu Holdings Ltd.	4	$66
SMCI	Super Micro Computer, Inc.	1	$29
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

366 tracked positions · $47,136,901 total · filing declares 551 positions · $252,131,912 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 366 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	37,453	-344	$9,505,196	−7.5%	20.17%
SF	Stifel Financial Corp Financial Services	Added	37,533	+12,511	$2,774,439	−11.5%	5.89%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,775	-1,084	$2,455,033	−25.9%	5.21%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	9,652	-19	$1,541,424	+3.8%	3.27%
MSFT	Microsoft Corp Technology	Added	3,910	+16	$1,447,364	−23.1%	3.07%
JNJ	Johnson & Johnson Healthcare	Reduced	5,111	-14	$1,249,332	+17.8%	2.65%
RBLX	Roblox Corp Communication Services	Held	21,337	0	$1,206,820	−30.2%	2.56%
XOM	ExxonMobil Holdings Corp Energy	Reduced	5,749	-958	$975,375	+20.8%	2.07%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,101	-243	$854,114	−14.8%	1.81%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,748	+4	$837,641	−4.4%	1.78%
ABBV	AbbVie Inc. Healthcare	Held	3,549	0	$771,872	−4.8%	1.64%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,355	-1,276	$692,746	−40.8%	1.47%
NVDA	Nvidia Corp Technology	Reduced	3,866	-20	$674,230	−7.0%	1.43%
WMT	Walmart Inc. Consumer Defensive	Reduced	5,406	-1,685	$671,857	−15.0%	1.43%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	4,553	-691	$657,635	−12.5%	1.40%
ORCL	Oracle Corp Technology	Held	4,166	0	$612,860	−24.5%	1.30%
MRK	Merck & Co., Inc. Healthcare	Reduced	4,567	-870	$549,364	−4.0%	1.17%
CI	Cigna Group Healthcare	Added	1,836	+9	$489,753	−2.6%	1.04%
PM	Philip Morris International Inc. Consumer Defensive	Added	2,950	+8	$487,753	+3.4%	1.03%
RTX	RTX Corp Industrials	Held	2,342	0	$451,771	+5.2%	0.96%
HD	Home Depot, Inc. Consumer Cyclical	Held	1,337	0	$439,725	−4.4%	0.93%
GOOGL	Alphabet Inc. Communication Services	Held	1,429	0	$410,923	−8.1%	0.87%
KO	Coca Cola Co Consumer Defensive	Held	4,790	0	$364,279	+8.8%	0.77%
UNP	Union Pacific Corp Industrials	Held	1,449	0	$351,556	+4.9%	0.75%
PEP	Pepsico Inc Consumer Defensive	Added	2,220	+8	$344,743	+8.6%	0.73%
ABT	Abbott Laboratories Healthcare	Added	3,349	+18	$343,841	−17.6%	0.73%
EFSC	Enterprise Financial Services Corp Financial Services	Held	6,036	0	$326,607	+0.2%	0.69%
AEE	Ameren Corp Utilities	Reduced	2,967	-322	$326,132	−0.7%	0.69%
META	Meta Platforms, Inc. Communication Services	Held	560	0	$320,392	−13.3%	0.68%
CVX	Chevron Corp Energy	Added	1,503	+6	$310,970	+36.3%	0.66%
MS	Morgan Stanley Financial Services	Held	1,837	0	$302,315	−7.3%	0.64%
T	At&T Inc. Communication Services	Added	10,304	+445	$298,712	+22.0%	0.63%
CAT	Caterpillar Inc Industrials	Held	418	0	$296,136	+23.7%	0.63%
EMR	Emerson Electric Co Industrials	Reduced	2,233	-18	$292,567	−2.1%	0.62%
JCI	Johnson Controls International plc Industrials	Reduced	2,222	-16	$290,970	+8.6%	0.62%
CSCO	Cisco Systems, Inc. Technology	Held	3,703	0	$287,315	+0.7%	0.61%
C	Citigroup Inc Financial Services	Reduced	2,513	-9	$284,999	−3.2%	0.60%
ALL	Allstate Corp Financial Services	Held	1,373	0	$284,677	−0.4%	0.60%
NEE	Nextera Energy Inc Utilities	Reduced	3,058	-800	$284,027	−8.3%	0.60%
BAC	Bank Of America Corp /De/ Financial Services	Held	5,703	0	$278,021	−11.4%	0.59%
DUK	Duke Energy CORP Utilities	Added	2,076	+4	$271,831	+11.9%	0.58%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Held	5,424	0	$258,833	+4.2%	0.55%
MO	Altria Group, Inc. Consumer Defensive	Reduced	3,892	-53	$256,833	+12.9%	0.54%
GD	General Dynamics Corp Industrials	Reduced	720	-3	$247,118	+1.5%	0.52%
HON	Honeywell International Inc Industrials	Added	1,090	+6	$246,372	+16.5%	0.52%
NVS	Novartis AG Healthcare	Held	1,605	0	$245,163	+10.8%	0.52%
CB	Chubb Ltd Financial Services	Held	724	0	$235,973	+4.4%	0.50%
QQQ	Invesco Qqq Trust, Series 1	Added	396	+1	$228,563	−5.8%	0.48%
SPGI	S&P Global Inc. Financial Services	Reduced	510	-3	$216,923	−19.1%	0.46%
TGT	Target Corp Consumer Defensive	Added	1,705	+6	$206,646	+24.4%	0.44%

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.