Meramec Financial Planners, LLC
Top Portfolio Positions
365 positions ·
$46,299,260 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
37,453 | $9,505,196 | 20.53% | |
| SF |
Stifel Financial Corp
Financial Services
|
37,533 | $2,774,439 | 5.99% | |
| SPY |
Spdr S&P 500 ETF Trust
|
3,775 | $2,455,033 | 5.30% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
9,652 | $1,541,424 | 3.33% | |
| MSFT |
Microsoft Corp
Technology
|
3,910 | $1,447,364 | 3.13% | |
| JNJ |
Johnson & Johnson
Healthcare
|
5,111 | $1,249,332 | 2.70% | |
| RBLX |
Roblox Corp
Communication Services
|
21,337 | $1,206,820 | 2.61% | |
| XOM |
Exxon Mobil Corp
Energy
|
5,749 | $975,375 | 2.11% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,101 | $854,114 | 1.84% | |
| ABBV |
AbbVie Inc.
Healthcare
|
3,549 | $771,872 | 1.67% |
Portfolio Trend
Holdings in OBIO
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $127,500 | 30,000 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $124,500 | 30,000 | Shares | Sole | 2026-02-10 | |
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