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Institutional

Meramec Financial Planners, LLC

CIK 0002100778
$273.7M
Reported AUM
550
Positions
Q2 2026
Period
2026-07-29
Filed

Editorial summary

Summary for Meramec Financial Planners, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q2 2026

IWF$20.3MIWD$17.1MVTV$14.0MVOTVUGAAPLVOESCHXVBRIVVVBKIEFAOther$131.4MML

Top holdings· first 500 of 550

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1IWFISHARES TR$114.05-2.09%6.02%61.53%$20.3M7.41%HELD
2IWDISHARES TR$249.52-1.00%31.56%68.43%$17.1M6.25%HELD
3VTVVANGUARD INDEX FDS$219.80-1.43%28.86%76.13%$14.0M5.11%HELD
4VOTVANGUARD INDEX FDS$290.39-1.16%2.27%21.12%$13.6M4.96%HELD
5VUGVANGUARD INDEX FDS$82.07-1.51%11.12%64.94%$12.8M4.66%HELD
6AAPLAPPLE INC$338.19-0.56%67.77%128.17%$12.7M4.65%HELD
7VOEVANGUARD INDEX FDS$205.92-0.74%26.79%57.85%$11.7M4.28%HELD
8SCHXSCHWAB STRATEGIC TR$28.81-1.47%19.71%71.11%$9.5M3.47%HELD
9VBRVANGUARD INDEX FDS$245.01-1.25%28.14%56.49%$8.9M3.24%HELD
10IVVISHARES TR$733.12-1.49%20.42%75.78%$8.1M2.97%HELD
11VBKVANGUARD INDEX FDS$334.14-2.17%20.90%17.88%$7.2M2.64%HELD
12IEFAISHARES TR$96.23-0.54%22.02%47.71%$6.4M2.33%HELD
13VOVANGUARD INDEX FDS$80.62-0.90%16.56%41.14%$6.1M2.23%HELD
14NEARISHARES U S ETF TR$50.490.00%3.06%20.86%$5.2M1.91%HELD
15VBVANGUARD INDEX FDS$293.00-1.66%25.00%39.48%$5.2M1.88%HELD
16EFGISHARES TR$118.55-0.65%13.32%15.83%$5.1M1.85%HELD
17EFVISHARES TR$79.38-0.40%31.74%91.22%$4.7M1.71%HELD
18SCHGSCHWAB STRATEGIC TR$33.24-1.48%13.95%75.19%$4.3M1.58%HELD
19DEMWISDOMTREE TR$52.31-0.97%21.57%54.97%$4.0M1.47%HELD
20SCHASCHWAB STRATEGIC TR$32.86-2.09%31.48%35.93%$3.8M1.38%HELD
21SCHMSCHWAB STRATEGIC TR$34.14-1.95%25.45%40.87%$3.2M1.18%HELD
22SFSTIFEL FINL CORP$81.92-3.21%13.84%96.83%$3.1M1.13%HELD
23IEMGISHARES INC$74.15-2.18%26.95%33.80%$3.1M1.12%HELD
24VVVANGUARD INDEX FDS$335.45-1.56%19.69%72.15%$2.8M1.04%HELD
25IWNISHARES TR$221.60-1.12%43.44%48.71%$2.7M0.99%HELD
26SPYSTATE STR SPDR S&P 500 ETF T$729.46-1.54%18.63%72.84%$2.7M0.99%HELD
27IWBISHARES TR$399.27-1.56%18.08%67.26%$2.3M0.83%HELD
28SCHFSCHWAB STRATEGIC TR$26.74-0.89%27.58%55.74%$2.1M0.77%HELD
29MSFTMICROSOFT CORP$390.54-0.71%-24.89%34.54%$1.9M0.69%HELD
30SCHVSCHWAB STRATEGIC TR$33.76-1.57%24.73%60.52%$1.8M0.66%HELD
31DSTLETF SER SOLUTIONS$66.870.72%$1.8M0.65%HELD
32SCHESCHWAB STRATEGIC TR$34.88-1.36%$1.7M0.63%HELD
33IWOISHARES TR$363.70-2.14%$1.6M0.57%HELD
34JNJJOHNSON & JOHNSON$265.53-0.45%$1.5M0.56%HELD
35TJXTJX COS INC NEW$161.630.52%$1.4M0.50%HELD
36XOMEXXON MOBIL CORP$156.752.42%$1.3M0.49%HELD
37BRK/BBERKSHIRE HATHAWAY INC DEL$1.2M0.45%HELD
38AMZNAMAZON COM INC$226.65-1.82%$1.2M0.44%HELD
39SCZISHARES TR$82.35-0.82%$1.2M0.44%HELD
40VNQVANGUARD INDEX FDS$100.66-0.29%$1.2M0.43%HELD
41JPMJPMORGAN CHASE & CO$344.71-3.53%$1.2M0.43%HELD
42XLESELECT SECTOR SPDR TR$58.651.88%$1.1M0.40%HELD
43RBLXROBLOX CORP$50.131.27%$1.0M0.38%HELD
44ABBVABBVIE INC$263.300.04%$958K0.35%HELD
45ICFISHARES TR$70.440.17%$956K0.35%HELD
46BNDVANGUARD BD INDEX FDS$72.38-0.36%$938K0.34%HELD
47LLYELI LILLY & CO$1210.02-0.87%$923K0.34%HELD
48ICSHISHARES TR$50.53-0.02%$846K0.31%HELD
49IVWISHARES TR$129.28-1.93%$838K0.31%HELD
50PGPROCTER & GAMBLE CO$146.10-1.87%$822K0.30%HELD
51TBLUTORTOISE CAPITAL SERIES TRUS$51.18-1.39%$777K0.28%HELD
52NVDANVIDIA CORPORATION$190.01-3.55%$770K0.28%HELD
53IWMISHARES TR$288.57-1.64%$768K0.28%HELD
54BKDVBNY MELLON ETF TRUST II$33.46-1.44%$729K0.27%HELD
55GOOGALPHABET INC$335.760.95%$713K0.26%HELD
56HDHOME DEPOT INC$338.27-1.80%$712K0.26%HELD
57MRKMERCK & CO INC$130.36-1.11%$594K0.22%HELD
58WMTWALMART INC$114.220.99%$580K0.21%HELD
59VTIVANGUARD INDEX FDS$360.42-1.52%$573K0.21%HELD
60PMPHILIP MORRIS INTL INC$198.44-0.86%$563K0.21%HELD
61CITHE CIGNA GROUP$296.47-1.52%$558K0.20%HELD
62EFAISHARES TR$103.37-0.50%$556K0.20%HELD
63EFSCENTERPRISE FINL SVCS CORP$66.19-0.79%$547K0.20%HELD
64AEEAMEREN CORP$109.97-2.26%$528K0.19%HELD
65IJTISHARES TR$170.11-1.73%$519K0.19%HELD
66VEAVANGUARD TAX-MANAGED FDS$68.95-0.93%$500K0.18%HELD
67ORCLORACLE CORP$117.74-1.85%$500K0.18%HELD
68RTXRTX CORPORATION$215.25-1.52%$499K0.18%HELD
69IVEISHARES TR$232.36-0.88%$498K0.18%HELD
70EMREMERSON ELEC CO$145.73-4.01%$483K0.18%HELD
71MUMICRON TECHNOLOGY INC$739.00-9.94%$470K0.17%HELD
72XLKSELECT SECTOR SPDR TR$166.57-2.64%$454K0.17%HELD
73IJRISHARES TR$144.32-1.36%$448K0.16%HELD
74IWRISHARES TR$109.58-1.03%$438K0.16%HELD
75GOOGLALPHABET INC$336.710.90%$436K0.16%HELD
76PEPPEPSICO INC$143.500.45%$434K0.16%HELD
77VIGVANGUARD SPECIALIZED FUNDS$238.56-1.32%$431K0.16%HELD
78UNPUNION PAC CORP$292.19-0.77%$426K0.16%HELD
79CSCOCISCO SYS INC$112.48-2.68%$408K0.15%HELD
80CVXCHEVRON CORPORATION$191.862.28%$405K0.15%HELD
81IWSISHARES TR$167.97-0.85%$403K0.15%HELD
82KOCOCA COLA CO$89.080.92%$403K0.15%HELD
83IJKISHARES TR$110.26-2.21%$402K0.15%HELD
84TAT&T INC$23.94-2.92%$380K0.14%HELD
85DFIVDIMENSIONAL ETF TRUST$56.230.07%$366K0.13%HELD
86CATCATERPILLAR INC$782.71-6.91%$365K0.13%HELD
87MSMORGAN STANLEY$203.13-3.99%$359K0.13%HELD
88ALLALLSTATE CORP$274.390.72%$359K0.13%HELD
89SDYSPDR SERIES TRUST$157.75-0.60%$355K0.13%HELD
90BACBANK OF AMER CORP$61.07-2.48%$352K0.13%HELD
91VYMVANGUARD WHITEHALL FDS$161.67-1.32%$349K0.13%HELD
92ABTABBOTT LABORATORIES$108.000.68%$348K0.13%HELD
93IJSISHARES TR$135.86-1.01%$337K0.12%HELD
94METAMETA PLATFORMS INC$585.61-1.31%$334K0.12%HELD
95CCITIGROUP INC$127.13-4.03%$311K0.11%HELD
96JCIJOHNSON CONTROLS INTERNATION$139.42-0.61%$304K0.11%HELD
97SPDWSPDR INDEX SHS FDS$48.93-0.77%$302K0.11%HELD
98IWPISHARES TR$134.32-1.34%$301K0.11%HELD
99CGWINVESCO EXCH TRADED FD TR II$64.66-1.43%$298K0.11%HELD
100MOALTRIA GROUP INC$74.920.13%$281K0.10%HELD
101UPROPROSHARES TR$280K0.10%HELD
102MLPXGLOBAL X FDS$278K0.10%HELD
103XLBSELECT SECTOR SPDR TR$277K0.10%HELD
104DUKDUKE ENERGY CORP NEW$277K0.10%HELD
105GDGENERAL DYNAMICS CORP$273K0.10%HELD
106UPSUNITED PARCEL SVCS INC$265K0.10%HELD
107QCOMQUALCOMM INC$264K0.10%HELD
108QQQINVESCO QQQ TR$263K0.10%HELD
109VWOVANGUARD INTL EQUITY INDEX F$262K0.10%HELD
110CBCHUBB LIMITED$254K0.09%HELD
111TFCTRUIST FINL CORP$250K0.09%HELD
112NVSNOVARTIS AG$243K0.09%HELD
113TGTTARGET CORP$235K0.09%HELD
114AVGOBROADCOM INC$231K0.08%HELD
115HDVISHARES TR$229K0.08%HELD
116NEENEXTERA ENERGY INC$227K0.08%HELD
117SPGIS&P GLOBAL INC$224K0.08%HELD
118VVISA INC$223K0.08%HELD
119SRSPIRE INC$217K0.08%HELD
120CEFSPROTT ASSET MANAGEMENT LP$211K0.08%HELD
121PFEPFIZER INC$208K0.08%HELD
122PIOINVESCO EXCH TRADED FD TR II$207K0.08%HELD
123JUSTGOLDMAN SACHS ETF TR$200K0.07%HELD
124COPCONOCOPHILLIPS$198K0.07%HELD
125TMOTHERMO FISHER SCIENTIFIC INC$195K0.07%HELD
126BABOEING CO$192K0.07%HELD
127TRVTRAVELERS COMPANIES INC$188K0.07%HELD
128METMETLIFE INC$185K0.07%HELD
129IJJISHARES TR$184K0.07%HELD
130ETHOAMPLIFY ETF TR$184K0.07%HELD
131ETRENTERGY CORP NEW$182K0.07%HELD
132GPCGENUINE PARTS CO$178K0.07%HELD
133SCHZSCHWAB STRATEGIC TR$177K0.06%HELD
134CIFRCIPHER DIGITAL INC$177K0.06%HELD
135ADPAUTOMATIC DATA PROCESSING IN$176K0.06%HELD
136MDTMEDTRONIC PLC$174K0.06%HELD
137DOCHEALTHPEAK PROPERTIES INC$168K0.06%HELD
138APDAIR PRODUCTS AND CHEMICALS I$160K0.06%HELD
139MCDMCDONALDS CORP$159K0.06%HELD
140WECWEC ENERGY GROUP INC$158K0.06%HELD
141VGSHVANGUARD SCOTTSDALE FDS$154K0.06%HELD
142JNKSPDR SERIES TRUST$153K0.06%HELD
143AMDADVANCED MICRO DEVICES INC$148K0.05%HELD
144SCHDSCHWAB STRATEGIC TR$146K0.05%HELD
145ULUNILEVER PLC$141K0.05%HELD
146CSXCSX CORP$139K0.05%HELD
147KMBKIMBERLY-CLARK CORP$138K0.05%HELD
148VEUVANGUARD INTL EQUITY INDEX F$136K0.05%HELD
149UNHUNITEDHEALTH GROUP INC$134K0.05%HELD
150LOWLOWES COS INC$134K0.05%HELD
151HONHONEYWELL INTL INC$133K0.05%HELD
152IRENIREN LIMITED$132K0.05%HELD
153AKREPROFESIONALLY MANAGED PORTFO$131K0.05%HELD
154AIRJAIRJOULE TECHNOLOGIES CORP$130K0.05%HELD
155TVTXTRAVERE THERAPEUTICS INC$129K0.05%HELD
156SOSOUTHERN CO$129K0.05%HELD
157WCNWASTE CONNECTIONS INC$127K0.05%HELD
158EDCONSOLIDATED EDISON INC$127K0.05%HELD
159SCHCSCHWAB STRATEGIC TR$125K0.05%HELD
160GISGENERAL MILLS INC$121K0.04%HELD
161CAHCARDINAL HEALTH INC$121K0.04%HELD
162IJHISHARES TR$120K0.04%HELD
163SLBSLB LIMITED$120K0.04%HELD
164VICIVICI PPTYS INC$119K0.04%HELD
165MPCMARATHON PETE CORP$115K0.04%HELD
166OBIOORCHESTRA BIOMED HLDGS INC$115K0.04%HELD
167CPCANADIAN PACIFIC KANSAS CITY$114K0.04%HELD
168HONAHONEYWELL AEROSPACE INC$114K0.04%HELD
169CCICROWN CASTLE INC$112K0.04%HELD
170CRBNISHARES TR$111K0.04%HELD
171MAMASTERCARD INCORPORATED$110K0.04%HELD
172OMCOMNICOM GROUP INC$109K0.04%HELD
173CMCSACOMCAST CORP NEW$109K0.04%HELD
174COSTCOSTCO WHOLESALE CORPORATION$105K0.04%HELD
175ITOTISHARES TR$103K0.04%HELD
176WMWASTE MGMT INC DEL$103K0.04%HELD
177SPYMSPDR SERIES TRUST$102K0.04%HELD
178MUBISHARES TR$100K0.04%HELD
179MDYSTATE STR SPDR S&P MIDCAP 40$97K0.04%HELD
180KRKROGER CO$93K0.03%HELD
181QSRRESTAURANT BRANDS INTL INC$91K0.03%HELD
182BLOKAMPLIFY ETF TR$89K0.03%HELD
183DEDEERE & CO$88K0.03%HELD
184EVTRMORGAN STANLEY ETF TRUST$87K0.03%HELD
185VPUVANGUARD WORLD FD$85K0.03%HELD
186MASMASCO CORP$84K0.03%HELD
187IGFISHARES TR$84K0.03%HELD
188SPIBSPDR SERIES TRUST$83K0.03%HELD
189BDXBECTON DICKINSON & CO$81K0.03%HELD
190DVYISHARES TR$81K0.03%HELD
191PPLPPL CORP$81K0.03%HELD
192DEODIAGEO PLC$79K0.03%HELD
193FCXFREEPORT MCMORAN INC$77K0.03%HELD
194ZTSZOETIS INC$75K0.03%HELD
195BCEBCE INC$74K0.03%HELD
196GBCIGLACIER BANCORP INC NEW$72K0.03%HELD
197TMUST-MOBILE US INC$71K0.03%HELD
198MMM3M CO$71K0.03%HELD
199WYWEYERHAEUSER CO$66K0.02%HELD
200SPYGSPDR SERIES TRUST$64K0.02%HELD
201SCHHSCHWAB STRATEGIC TR$63K0.02%HELD
202AGGISHARES TR$63K0.02%HELD
203RNRGGLOBAL X FDS$63K0.02%HELD
204COFCAPITAL ONE FINL CORP$62K0.02%HELD
205IBMINTERNATIONAL BUSINESS MACHS$61K0.02%HELD
206NFLXNETFLIX INC.$58K0.02%HELD
207IYWISHARES TR$57K0.02%HELD
208AMGNAMGEN INC$56K0.02%HELD
209SBUXSTARBUCKS CORP$56K0.02%HELD
210GSSTGOLDMAN SACHS ETF TR$56K0.02%HELD
211VZVERIZON COMMUNICATIONS INC$55K0.02%HELD
212MRSHMARSH & MCLENNAN COS INC$55K0.02%HELD
213DOWDOW HLDGS INC$53K0.02%HELD
214BMOBANK MONTREAL MEDIUM$52K0.02%HELD
215XJRISHARES TR$52K0.02%HELD
216SLQDISHARES TR$51K0.02%HELD
217LMTLOCKHEED MARTIN CORP$50K0.02%HELD
218TSLATESLA INC$50K0.02%HELD
219IBITISHARES BITCOIN TRUST ETF$50K0.02%HELD
220NOWSERVICENOW INC$49K0.02%HELD
221FDVVFIDELITY COVINGTON TRUST$48K0.02%HELD
222SWKSTANLEY BLACK & DECKER INC$48K0.02%HELD
223OHIOMEGA HEALTHCARE INVS INC$48K0.02%HELD
224DDOMINION ENERGY INC$48K0.02%HELD
225AXPAMERICAN EXPRESS CO$48K0.02%HELD
226CMICUMMINS INC$48K0.02%HELD
227SLNHSOLUNA HOLDINGS INC$48K0.02%HELD
228APHAMPHENOL CORP$47K0.02%HELD
229ENBENBRIDGE INC$47K0.02%HELD
230EPDENTERPRISE PRODS PARTNERS L$47K0.02%HELD
231IPINTERNATIONAL PAPER CO$46K0.02%HELD
232KHCKRAFT HEINZ CO$46K0.02%HELD
233SNYSANOFI SA$45K0.02%HELD
234MCKMCKESSON CORP$45K0.02%HELD
235UHTUNIVERSAL HEALTH RLTY INCOME$45K0.02%HELD
236GEGE AEROSPACE$44K0.02%HELD
237PRUPRUDENTIAL FINL INC$44K0.02%HELD
238FBCGFIDELITY COVINGTON TRUST$44K0.02%HELD
239CARRCARRIER GLOBAL CORPORATION$44K0.02%HELD
240OREALTY INCOME CORP$44K0.02%HELD
241WMBWILLIAMS COS INC$43K0.02%HELD
242LYVLIVE NATION ENTERTAINMENT IN$43K0.02%HELD
243PNCPNC FINL SVCS GROUP INC$43K0.02%HELD
244VYMIVANGUARD WHITEHALL FDS$43K0.02%HELD
245FEFIRSTENERGY CORP$42K0.02%HELD
246DHRDANAHER CORP DEL$42K0.02%HELD
247SLVISHARES SILVER TR$42K0.02%HELD
248EFXEQUIFAX INC$42K0.02%HELD
249TRSTTRUSTCO BK CORP N Y$41K0.01%HELD
250USRTISHARES TR$40K0.01%HELD
251GLDSPDR GOLD TR$40K0.01%HELD
252TSMTAIWAN SEMICONDUCTOR MANUFAC$40K0.01%HELD
253KEELKEEL INFRASTRUCTURE CORP$40K0.01%HELD
254CBSHCOMMERCE BANCSHARES INC$39K0.01%HELD
255CORCENCORA INC$39K0.01%HELD
256AREALEXANDRIA REAL ESTATE EQ IN$38K0.01%HELD
257AMTAMERICAN TOWER CORP$38K0.01%HELD
258EHCENCOMPASS HEALTH CORP$37K0.01%HELD
259BDCBELDEN INC$37K0.01%HELD
260SPHYSPDR SERIES TRUST$36K0.01%HELD
261DBDEUTSCHE BK AG$36K0.01%HELD
262DISDISNEY WALT CO$35K0.01%HELD
263LWLAMB WESTON HLDGS INC$35K0.01%HELD
264FNDXSCHWAB STRATEGIC TR$34K0.01%HELD
265XARSPDR SERIES TRUST$34K0.01%HELD
266IUSVISHARES TR$33K0.01%HELD
267DGXXDIGI PWR X INC$33K0.01%HELD
268HCAHCA HEALTHCARE INC$33K0.01%HELD
269SEIXVIRTUS ETF TR II$33K0.01%HELD
270QXOQXO INC$33K0.01%HELD
271IUSGISHARES TR$32K0.01%HELD
272STESTERIS PLC$32K0.01%HELD
273BUDANHEUSER BUSCH INBEV SA NV$31K0.01%HELD
274VRSKVERISK ANALYTICS INC$31K0.01%HELD
275EPSWISDOMTREE TR$30K0.01%HELD
276BILSSPDR SERIES TRUST$30K0.01%HELD
277SPYVSPDR SERIES TRUST$30K0.01%HELD
278DSIISHARES TR$29K0.01%HELD
279CHDCHURCH & DWIGHT CO INC$29K0.01%HELD
280NINISOURCE INC$29K0.01%HELD
281FASTFASTENAL CO$29K0.01%HELD
282VRSNVERISIGN INC$28K0.01%HELD
283VTVANGUARD INTL EQUITY INDEX F$28K0.01%HELD
284XJHISHARES TR$28K0.01%HELD
285BPBP PLC$27K0.01%HELD
286AAGILENT TECHNOLOGIES INC$27K0.01%HELD
287ROPROPER TECHNOLOGIES INC$27K0.01%HELD
288ESEESCO TECHNOLOGIES INC$27K0.01%HELD
289AIRRFIRST TR EXCHANGE TRADED FD$26K0.01%HELD
290VXFVANGUARD INDEX FDS$26K0.01%HELD
291ITWILLINOIS TOOL WKS INC$25K0.01%HELD
292ETHAISHARES ETHEREUM TR$25K0.01%HELD
293AVUVAMERICAN CENTY ETF TR$24K0.01%HELD
294RWRSPDR SERIES TRUST$24K0.01%HELD
295XUDVFRANKLIN TEMPLETON ETF TR$24K0.01%HELD
296ETNEATON CORP PLC$24K0.01%HELD
297BIVVANGUARD BD INDEX FDS$24K0.01%HELD
298PZAINVESCO EXCH TRADED FD TR II$23K0.01%HELD
299BLZEBACKBLAZE INC$23K0.01%HELD
300AMPAMERIPRISE FINL INC$22K0.01%HELD
301VLOVALERO ENERGY CORP$22K0.01%HELD
302IHEISHARES TR$22K0.01%HELD
303POSTPOST HLDGS INC$22K0.01%HELD
304JJACOBS SOLUTIONS INC$21K0.01%HELD
305LINLINDE PLC$21K0.01%HELD
306VKTXVIKING THERAPEUTICS INC$20K0.01%HELD
307MTBM & T BK CORP$20K0.01%HELD
308OPENOPENDOOR TECHNOLOGIES INC$20K0.01%HELD
309IAUISHARES GOLD TR$20K0.01%HELD
310ECLECOLAB INC$20K0.01%HELD
311CTVACORTEVA INC$19K0.01%HELD
312FHLCFIDELITY COVINGTON TRUST$19K0.01%HELD
313XYLXYLEM INC$18K0.01%HELD
314IYYISHARES TR$18K0.01%HELD
315SPMDSPDR SERIES TRUST$17K0.01%HELD
316PLDPROLOGIS INC.$17K0.01%HELD
317NLRVANECK ETF TRUST$17K0.01%HELD
318WSTWEST PHARMACEUTICAL SVSC INC$17K0.01%HELD
319ACNACCENTURE PLC IRELAND$16K0.01%HELD
320SMTHALPS ETF TR$16K0.01%HELD
321SPTMSPDR SERIES TRUST$16K0.01%HELD
322OTISOTIS WORLDWIDE CORP$16K0.01%HELD
323BWXTBWX TECHNOLOGIES INC$16K0.01%HELD
324ICEINTERCONTINENTAL EXCHANGE IN$15K0.01%HELD
325BKRBAKER HUGHES COMPANY$15K0.01%HELD
326FENYFIDELITY COVINGTON TRUST$15K0.01%HELD
327KVUEKENVUE INC$14K0.01%HELD
328BRBROADRIDGE FINL SOLUTIONS IN$14K0.01%HELD
329GLWCORNING INC$14K0.01%HELD
330EEMISHARES TR$14K0.01%HELD
331XIDVFRANKLIN TEMPLETON ETF TR$14K0.01%HELD
332NUAINEW ERA ENERGY & DIGITAL INC$14K0.01%HELD
333SCHYSCHWAB STRATEGIC TR$14K0.01%HELD
334VOOVANGUARD INDEX FDS$14K0.00%HELD
335SOLSSOLSTICE ADVANCED MATLS INC$14K0.00%HELD
336IDXXIDEXX LABS INC$13K0.00%HELD
337MBGLMOBILITY GLOBAL INC$13K0.00%HELD
338INCYINCYTE CORP$12K0.00%HELD
339DBNDDOUBLELINE ETF TRUST$12K0.00%HELD
340VGTVANGUARD WORLD FD$12K0.00%HELD
341SPCXSPACE EXPLORATION TECHN CORP$12K0.00%HELD
342INTUINTUIT$12K0.00%HELD
343CNMDCONMED CORP$11K0.00%HELD
344GGGGRACO INC$11K0.00%HELD
345IEXIDEX CORP$10K0.00%HELD
346MSCIMSCI INC$10K0.00%HELD
347QUALISHARES TR$10K0.00%HELD
348CRCLCIRCLE INTERNET GROUP INC$10K0.00%HELD
349IDVISHARES TR$10K0.00%HELD
350XLUSELECT SECTOR SPDR TR$10K0.00%HELD
351DGDOLLAR GEN CORP$10K0.00%HELD
352EATBRINKER INTL INC$10K0.00%HELD
353EBAYEBAY INC.$10K0.00%HELD
354INTCINTEL CORP$9K0.00%HELD
355RVTYREVVITY INC$9K0.00%HELD
356FSSLFS SPECIALTY LENDING FD$8K0.00%HELD
357SJMSMUCKER J M CO$8K0.00%HELD
358PFFDGLOBAL X FDS$8K0.00%HELD
359MCOMOODYS CORP$8K0.00%HELD
360NEMNEWMONT CORP$8K0.00%HELD
361COINCOINBASE GLOBAL INC$8K0.00%HELD
362DELLDELL TECHNOLOGIES INC$8K0.00%HELD
363MTDMETTLER TOLEDO INTERNATIONAL$8K0.00%HELD
364VLTOVERALTO CORP$8K0.00%HELD
365EPCEDGEWELL PERSONAL CARE CO$8K0.00%HELD
366BSXBOSTON SCIENTIFIC CORP$7K0.00%HELD
367GEVGE VERNOVA INC$7K0.00%HELD
368ITGARTNER INC$7K0.00%HELD
369DESWISDOMTREE TR$7K0.00%HELD
370YUMYUM BRANDS INC$7K0.00%HELD
371QQNITY ELECTRONICS INC$7K0.00%HELD
372DKNGDRAFTKINGS INC NEW$7K0.00%HELD
373USHYISHARES TR$7K0.00%HELD
374WBDWARNER BROS DISCOVERY INC$7K0.00%HELD
375CPRTCOPART INC$6K0.00%HELD
376CCLCARNIVAL CORP LTD$6K0.00%HELD
377EWCISHARES INC$6K0.00%HELD
378HYSPIMCO ETF TR$6K0.00%HELD
379USBUS BANCORP$6K0.00%HELD
380FMDEFIDELITY COVINGTON TRUST$6K0.00%HELD
381GSGOLDMAN SACHS GROUP INC$6K0.00%HELD
382EMGFISHARES INC$6K0.00%HELD
383AONAON PLC$6K0.00%HELD
384CVSCVS HEALTH CORP$6K0.00%HELD
385SPTLSPDR SERIES TRUST$6K0.00%HELD
386ORLYOREILLY AUTOMOTIVE INC$6K0.00%HELD
387ENRENERGIZER HLDGS INC$6K0.00%HELD
388IRETIDAL TRUST II$6K0.00%HELD
389EUHYISHARES INC$6K0.00%HELD
390ISRGINTUITIVE SURGICAL INC$6K0.00%HELD
391BILSPDR SERIES TRUST$5K0.00%HELD
392SMHVANECK ETF TRUST$5K0.00%HELD
393VTWOVANGUARD SCOTTSDALE FDS$5K0.00%HELD
394GILDGILEAD SCIENCES INC$5K0.00%HELD
395ADIANALOG DEVICES INC$5K0.00%HELD
396XEMDBONDBLOXX ETF TRUST$5K0.00%HELD
397ADBEADOBE INC$5K0.00%HELD
398DGROISHARES TR$5K0.00%HELD
399IYRISHARES TR$5K0.00%HELD
400DDDUPONT DE NEMOURS INC$5K0.00%HELD
401SPEMSPDR INDEX SHS FDS$4K0.00%HELD
402GSKGSK PLC$4K0.00%HELD
403PHPARKER-HANNIFIN CORP$4K0.00%HELD
404BRBRBELLRING BRANDS INC$4K0.00%HELD
405TYLTYLER TECHNOLOGIES INC$4K0.00%HELD
406UALUNITED AIRLS HLDGS INC$4K0.00%HELD
407IEURISHARES TR$4K0.00%HELD
408BALLBALL CORP$4K0.00%HELD
409TELTE CONNECTIVITY PLC$4K0.00%HELD
410DALDELTA AIR LINES INC$3K0.00%HELD
411RIVNRIVIAN AUTOMOTIVE INC$3K0.00%HELD
412IAGGISHARES TR$3K0.00%HELD
413BROSDUTCH BROS INC$3K0.00%HELD
414NWNNORTHWEST NAT HLDG CO$3K0.00%HELD
415XLFSELECT SECTOR SPDR TR$3K0.00%HELD
416HYDVANECK ETF TRUST$3K0.00%HELD
417BALIBLACKROCK ETF TRUST$3K0.00%HELD
418SMRNUSCALE PWR CORP$3K0.00%HELD
419GEHCGE HEALTHCARE TECHNOLOGIES I$3K0.00%HELD
420NKENIKE INC$3K0.00%HELD
421BHPBHP BILLITON LIMITED$3K0.00%HELD
422IGLBISHARES TR$2K0.00%HELD
423UBERUBER TECHNOLOGIES INC$2K0.00%HELD
424ICVTISHARES TR$2K0.00%HELD
425SECUBLACKROCK ETF TRUST II$2K0.00%HELD
426BINCBLACKROCK ETF TRUST II$2K0.00%HELD
427TEVATEVA PHARMACEUTICAL INDS LTD$2K0.00%HELD
428FFORD MTR CO$2K0.00%HELD
429XLVSELECT SECTOR SPDR TR$2K0.00%HELD
430SCHPSCHWAB STRATEGIC TR$2K0.00%HELD
431SYMSYMBOTIC INC$2K0.00%HELD
432HWMHOWMET AEROSPACE INC$2K0.00%HELD
433AEPAMERICAN ELEC PWR CO INC$2K0.00%HELD
434FNDFSCHWAB STRATEGIC TR$2K0.00%HELD
435YUMCYUM CHINA HLDGS INC$2K0.00%HELD
436STRVEA SERIES TRUST$2K0.00%HELD
437CLOABLACKROCK ETF TRUST II$2K0.00%HELD
438IGEBISHARES TR$2K0.00%HELD
439IVVWISHARES TR$2K0.00%HELD
440SPSMSPDR SERIES TRUST$2K0.00%HELD
441CHDNCHURCHILL DOWNS INC$2K0.00%HELD
442EOGEOG RES INC$2K0.00%HELD
443CERYSPDR SERIES TRUST$2K0.00%HELD
444VOCVOC ENERGY TR$2K0.00%HELD
445CPNGCOUPANG INC$2K0.00%HELD
446UTHRUNITED THERAPEUTICS CORP DEL$2K0.00%HELD
447VCSHVANGUARD SCOTTSDALE FDS$2K0.00%HELD
448HIGHARTFORD INSURANCE GROUP INC$2K0.00%HELD
449XLCSELECT SECTOR SPDR TR$2K0.00%HELD
450AALAMERICAN AIRLINES GROUP INC$1K0.00%HELD
451LRCXLAM RESEARCH CORP$1K0.00%HELD
452AEMAGNICO EAGLE MINES LTD$1K0.00%HELD
453EXELEXELIXIS INC$1K0.00%HELD
454FOXAFOX CORP$1K0.00%HELD
455AFLAFLAC INC$1K0.00%HELD
456DRLLEA SERIES TRUST$1K0.00%HELD
457CMECME GROUP INC$1K0.00%HELD
458BWABORGWARNER INC$1K0.00%HELD
459SCHBSCHWAB STRATEGIC TR$1K0.00%HELD
460TPRTAPESTRY INC$1K0.00%HELD
461FHNFIRST HORIZON CORPORATION$1K0.00%HELD
462LQDISHARES TR$1K0.00%HELD
463EMLCVANECK ETF TRUST$1K0.00%HELD
464SPTISPDR SERIES TRUST$1K0.00%HELD
465IEFISHARES TR$1K0.00%HELD
466BNDXVANGUARD CHARLOTTE FDS$1K0.00%HELD
467CEGCONSTELLATION ENERGY CORP$1K0.00%HELD
468MSOSADVISORSHARES TR$1K0.00%HELD
469SYFSYNCHRONY FINANCIAL$1K0.00%HELD
470XAIXDBX ETF TR$1K0.00%HELD
471NCLHNORWEGIAN CRUISE LINE HLDGS$1K0.00%HELD
472GWXSPDR INDEX SHS FDS$9980.00%HELD
473WDCWESTERN DIGITAL CORP$9960.00%HELD
474HLNHALEON PLC$9940.00%HELD
475ACGLARCH CAP GROUP LTD$9350.00%HELD
476SPTSSPDR SERIES TRUST$9260.00%HELD
477JPSTJ P MORGAN EXCHANGE TRADED F$8920.00%HELD
478ACMAECOM$8340.00%HELD
479EWEDWARDS LIFESCIENCES CORP$8310.00%HELD
480FSLRFIRST SOLAR INC$8240.00%HELD
481SNASNAP ON INC$8150.00%HELD
482IBBQINVESCO EXCH TRADED FD TR II$8150.00%HELD
483NXPINXP SEMICONDUCTORS N V$8040.00%HELD
484PLTRPALANTIR TECHNOLOGIES INC$7900.00%HELD
485IYTISHARES TR$7850.00%HELD
486PHMPULTE GROUP INC$7840.00%HELD
487MTGMGIC INVT CORP WIS$7800.00%HELD
488EGEVEREST GROUP LTD$7790.00%HELD
489XLYSELECT SECTOR SPDR TR$7760.00%HELD
490BILTBLACKROCK ETF TRUST$7740.00%HELD
491NMAXNEWSMAX INC$7730.00%HELD
492TXTTEXTRON INC$7700.00%HELD
493IGMISHARES TR$7580.00%HELD
494ELVELEVANCE HEALTH INC FORMERLY$7570.00%HELD
495USIGISHARES TR$7560.00%HELD
496IBBISHARES TR$7540.00%HELD
497PLABPHOTRONICS INC$7450.00%HELD
498DHID R HORTON INC$7390.00%HELD
499INGRINGREDION INC$7110.00%HELD
500SCHRSCHWAB STRATEGIC TR$6970.00%HELD

Source: SEC EDGAR · accession 0002100778-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.