Meramec Financial Planners, LLC
Top Portfolio Positions
366 positions ·
$47,136,901 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
37,453 | $9,505,196 | 20.17% | |
| SF |
Stifel Financial Corp
Financial Services
|
37,533 | $2,774,439 | 5.89% | |
| SPY |
Spdr S&P 500 ETF Trust
|
3,775 | $2,455,033 | 5.21% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
9,652 | $1,541,424 | 3.27% | |
| MSFT |
Microsoft Corp
Technology
|
3,910 | $1,447,364 | 3.07% | |
| JNJ |
Johnson & Johnson
Healthcare
|
5,111 | $1,249,332 | 2.65% | |
| RBLX |
Roblox Corp
Communication Services
|
21,337 | $1,206,820 | 2.56% | |
| XOM |
Exxon Mobil Corp
Energy
|
5,749 | $975,375 | 2.07% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,101 | $854,114 | 1.81% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
1,748 | $837,641 | 1.78% |
Portfolio Trend
2 quarters · across all stocks
Holdings in LAES
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $655 | 250 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $945 | 250 | Shares | Sole | 2026-02-10 | |
| No 13F history on record for this holder in this stock. | ||||||