Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
St. Louis Financial Planners Asset Management, LLC (CIK 1966171) reported $176.4M across 33 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BIL ($51.4M, 29.16%), TFLO ($18.2M, 10.34%), BSCQ ($13.7M, 7.75%), JNJ ($6.7M, 3.82%), MU ($6.1M, 3.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | $51.4M | 29.16% | 561,347 | Added |
| 2 | TFLO | ISHARES TR | $18.2M | 10.34% | 360,431 | Trimmed |
| 3 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $13.7M | 7.75% | 699,745 | Added |
| 4 | JNJ | JOHNSON & JOHNSON | $6.7M | 3.82% | 27,579 | Added |
| 5 | MU | MICRON TECHNOLOGY INC | $6.1M | 3.46% | 18,068 | Added |
| 6 | WDC | WESTERN DIGITAL CORP | $5.0M | 2.86% | 18,667 | New |
| 7 | CVX | CHEVRON CORPORATION | $4.4M | 2.48% | 21,175 | Trimmed |
| 8 | XOM | EXXON MOBIL CORP | $4.4M | 2.47% | 25,655 | Trimmed |
| 9 | MRK | MERCK & CO INC | $4.3M | 2.42% | 35,479 | Trimmed |
| 10 | WBD | WARNER BROS DISCOVERY INC | $4.2M | 2.37% | 152,377 | Added |
| 11 | PEP | PEPSICO INC | $4.1M | 2.34% | 26,531 | New |
| 12 | KO | COCA COLA CO | $4.0M | 2.27% | 52,644 | Added |
| 13 | HD | HOME DEPOT INC | $4.0M | 2.24% | 12,016 | New |
| 14 | PG | PROCTER & GAMBLE CO | $3.7M | 2.12% | 25,848 | Added |
| 15 | NEM | NEWMONT CORP | $3.6M | 2.02% | 32,990 | New |
| 16 | GOOGL | ALPHABET INC | $3.5M | 1.96% | 12,043 | Trimmed |
| 17 | AAPL | APPLE INC | $3.0M | 1.72% | 11,940 | Trimmed |
| 18 | NFLX | NETFLIX INC. | $3.0M | 1.69% | 30,928 | Added |
| 19 | AMZN | AMAZON COM INC | $2.8M | 1.59% | 13,490 | Added |
| 20 | WMT | WALMART INC | $2.8M | 1.58% | 22,442 | Trimmed |
| 21 | AMD | ADVANCED MICRO DEVICES INC | $2.7M | 1.55% | 13,456 | Trimmed |
| 22 | CSCO | CISCO SYS INC | $2.6M | 1.49% | 33,798 | Trimmed |
| 23 | ORCL | ORACLE CORP | $2.6M | 1.46% | 17,505 | Added |
| 24 | CRM | SALESFORCE INC | $2.6M | 1.46% | 13,777 | Added |
| 25 | IBM | INTERNATIONAL BUSINESS MACHS | $2.6M | 1.45% | 10,575 | New |
Source: SEC Form 13F filings · as of 2026-03-31