Meramec Financial Planners, LLC

CIK

2100778

Location

SAINT LOUIS, MO

Portfolio Value

Micro $46,171,095

Diversification

Diversified

Filing Date

Global Rank

#6,929 / 8,603 ▼ 12 · as of Mar 2026

Top Industry

Consumer Electronics 22.0%

3Y Alpha vs SPY

-7.3%

Period ended 3 months ago

Filed Apr 27, 2026 · 2mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

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

Cloned portfolio

+7.7%

SPY

+10.0%

Annualised alpha

-6.4%

Max drawdown

−8.5%

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

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

Top Position

20.6%

+0.4 pts

Top 5

38.4%

+0.5 pts

Top 10

49.0%

+0.1 pts

HHI

565

Diversified+15

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.3%	$13,976,353	64
Financial Services	16.7%	$7,695,005	45
Healthcare	11.3%	$5,226,571	57
Industrials	7.9%	$3,632,394	57
Consumer Cyclical	7.8%	$3,578,643	37
Consumer Defensive	7.5%	$3,485,707	26
Unclassified	6.5%	$2,996,124	13
Communication Services	6.0%	$2,767,668	15
Utilities	2.8%	$1,300,376	13
Energy	1.7%	$776,448	15
Real Estate	0.9%	$415,671	9
Basic Materials	0.7%	$320,135	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
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
APH	Amphenol Corp /De/	−54	257	$32,471
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

365 positions · $46,171,095 total · 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 365 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%	20.59%
SF	Stifel Financial Corp Financial Services	Added	37,533	+12,511	$2,774,439	+32.8%	6.01%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,775	-1,084	$2,455,033	−25.9%	5.32%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	9,652	-19	$1,541,424	+3.8%	3.34%
MSFT	Microsoft Corp Technology	Added	3,910	+16	$1,447,364	−23.1%	3.13%
JNJ	Johnson & Johnson Healthcare	Reduced	5,111	-14	$1,249,332	+17.8%	2.71%
RBLX	Roblox Corp Communication Services	Held	21,337	0	$1,206,820	−30.2%	2.61%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,101	-243	$854,114	−14.8%	1.85%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,748	+4	$837,641	−4.4%	1.81%
ABBV	AbbVie Inc. Healthcare	Held	3,549	0	$771,872	−4.8%	1.67%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,355	-1,276	$692,746	−40.8%	1.50%
NVDA	Nvidia Corp Technology	Reduced	3,866	-20	$674,230	−7.0%	1.46%
WMT	Walmart Inc. Consumer Defensive	Reduced	5,406	-1,685	$671,857	−15.0%	1.46%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	4,553	-691	$657,635	−12.5%	1.42%
ORCL	Oracle Corp Technology	Held	4,166	0	$612,860	−24.5%	1.33%
MRK	Merck & Co., Inc. Healthcare	Reduced	4,567	-870	$549,364	−4.0%	1.19%
CI	Cigna Group Healthcare	Added	1,836	+9	$489,753	−2.6%	1.06%
PM	Philip Morris International Inc. Consumer Defensive	Added	2,950	+8	$487,753	+3.4%	1.06%
RTX	RTX Corp Industrials	Held	2,342	0	$451,771	+5.2%	0.98%
HD	Home Depot, Inc. Consumer Cyclical	Held	1,337	0	$439,725	−4.4%	0.95%
GOOGL	Alphabet Inc. Communication Services	Held	1,429	0	$410,923	−8.1%	0.89%
KO	Coca Cola Co Consumer Defensive	Held	4,790	0	$364,279	+8.8%	0.79%
UNP	Union Pacific Corp Industrials	Held	1,449	0	$351,556	+4.9%	0.76%
PEP	Pepsico Inc Consumer Defensive	Added	2,220	+8	$344,743	+8.6%	0.75%
ABT	Abbott Laboratories Healthcare	Added	3,349	+18	$343,841	−17.6%	0.74%
EFSC	Enterprise Financial Services Corp Financial Services	Held	6,036	0	$326,607	+0.2%	0.71%
AEE	Ameren Corp Utilities	Reduced	2,967	-322	$326,132	−0.7%	0.71%
META	Meta Platforms, Inc. Communication Services	Held	560	0	$320,392	−13.3%	0.69%
CVX	Chevron Corp Energy	Added	1,503	+6	$310,970	+36.3%	0.67%
MS	Morgan Stanley Financial Services	Held	1,837	0	$302,315	−7.3%	0.65%
T	At&T Inc. Communication Services	Added	10,304	+445	$298,712	+22.0%	0.65%
CAT	Caterpillar Inc Industrials	Held	418	0	$296,136	+23.7%	0.64%
EMR	Emerson Electric Co Industrials	Reduced	2,233	-18	$292,567	−2.1%	0.63%
JCI	Johnson Controls International plc Industrials	Reduced	2,222	-16	$290,970	+8.6%	0.63%
CSCO	Cisco Systems, Inc. Technology	Held	3,703	0	$287,315	+0.7%	0.62%
C	Citigroup Inc Financial Services	Reduced	2,513	-9	$284,999	−3.2%	0.62%
ALL	Allstate Corp Financial Services	Held	1,373	0	$284,677	−0.4%	0.62%
NEE	Nextera Energy Inc Utilities	Reduced	3,058	-800	$284,027	−8.3%	0.62%
BAC	Bank Of America Corp /De/ Financial Services	Held	5,703	0	$278,021	−11.4%	0.60%
DUK	Duke Energy CORP Utilities	Added	2,076	+4	$271,831	+11.9%	0.59%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Held	5,424	0	$258,833	+4.2%	0.56%
HON	Honeywell International Inc Industrials	Added	1,090	+6	$258,387	+16.5%	0.56%
MO	Altria Group, Inc. Consumer Defensive	Reduced	3,892	-53	$256,833	+12.9%	0.56%
GD	General Dynamics Corp Industrials	Reduced	720	-3	$247,118	+1.5%	0.54%
NVS	Novartis AG Healthcare	Held	1,605	0	$245,163	+10.8%	0.53%
CB	Chubb Ltd Financial Services	Held	724	0	$235,973	+4.4%	0.51%
QQQ	Invesco Qqq Trust, Series 1	Added	396	+1	$228,563	−5.8%	0.50%
TGT	Target Corp Consumer Defensive	Added	1,705	+6	$206,646	+24.4%	0.45%
SPGI	S&P Global Inc. Financial Services	Reduced	510	-3	$205,225	−19.1%	0.44%
QCOM	Qualcomm Inc/De Technology	Held	1,578	0	$203,214	−24.7%	0.44%