Meridian Management
Latest statistics and disclosures from Meridian Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEA, VCIT, IVV, GVI, IJH, and represent 35.99% of Meridian Management's stock portfolio.
- Added to shares of these 10 stocks: AGG (+$11M), VO, MSFT, IWF, LLY, CDNS, VCIT, ISRG, CRWD, ASML.
- Started 11 new stock positions in SNPS, FHN, ISRG, CDNS, CRWD, NVO, UBER, BRK.B, ABNB, LLY. ASML.
- Reduced shares in these 10 stocks: TIP (-$9.5M), , INTU, APD, CVX, PWR, IQV, VEA, AMZN, GNRC.
- Sold out of its positions in ADBE, APD, CVX, COIN, INTU, FLOT, MCD, GLD.
- Meridian Management was a net buyer of stock by $15M.
- Meridian Management has $446M in assets under management (AUM), dropping by 10.85%.
- Central Index Key (CIK): 0000806097
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Portfolio Holdings for Meridian Management
Meridian Management holds 84 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 9.5 | $42M | -2% | 591k | 71.25 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 7.9 | $35M | +7% | 428k | 82.65 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 7.9 | $35M | 47k | 748.89 |
|
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 5.5 | $24M | 230k | 106.09 |
|
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| Ishares Tr Core S&p Mcp Etf (IJH) | 5.3 | $23M | 304k | 77.11 |
|
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| Ishares Tr Core Us Aggbd Et (AGG) | 4.1 | $19M | +160% | 187k | 98.98 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.1 | $18M | 305k | 59.69 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 3.4 | $15M | -3% | 101k | 148.31 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 2.9 | $13M | +5% | 138k | 94.57 |
|
| Ishares Tr Intl Eqty Factor (INTF) | 2.4 | $11M | 266k | 40.96 |
|
|
| Ishares Tr Core Msci Euro (IEUR) | 2.1 | $9.4M | 124k | 75.17 |
|
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| Wal-Mart Stores (WMT) | 2.1 | $9.2M | 81k | 113.26 |
|
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| Deere & Company (DE) | 1.8 | $7.9M | -3% | 12k | 634.33 |
|
| Generac Holdings (GNRC) | 1.7 | $7.7M | -7% | 26k | 292.81 |
|
| Keysight Technologies (KEYS) | 1.7 | $7.6M | -7% | 22k | 350.07 |
|
| Corpay Com Shs (CPAY) | 1.6 | $7.1M | -3% | 21k | 333.27 |
|
| Fortinet (FTNT) | 1.6 | $6.9M | -3% | 45k | 153.62 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $6.9M | -6% | 20k | 353.33 |
|
| Amazon (AMZN) | 1.5 | $6.7M | -9% | 28k | 238.34 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.5 | $6.7M | -6% | 184k | 36.13 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.4 | $6.1M | +292% | 76k | 80.57 |
|
| Microsoft Corporation (MSFT) | 1.3 | $6.0M | +143% | 16k | 373.02 |
|
| Ishares Msci Emrg Chn (EMXC) | 1.3 | $5.8M | +19% | 57k | 102.30 |
|
| Meta Platforms Cl A (META) | 1.2 | $5.4M | 9.5k | 563.31 |
|
|
| Ishares Msci Japan Etf (EWJ) | 1.2 | $5.3M | 57k | 93.27 |
|
|
| salesforce (CRM) | 1.2 | $5.3M | +43% | 34k | 156.66 |
|
| NVIDIA Corporation (NVDA) | 1.1 | $5.0M | +27% | 25k | 200.09 |
|
| Broadcom (AVGO) | 1.1 | $5.0M | +40% | 13k | 377.75 |
|
| Thermo Fisher Scientific (TMO) | 1.1 | $5.0M | -6% | 10k | 501.37 |
|
| Visa Com Cl A (V) | 1.1 | $4.9M | 14k | 343.08 |
|
|
| Iqvia Holdings (IQV) | 1.1 | $4.7M | -15% | 25k | 193.22 |
|
| Apple (AAPL) | 1.1 | $4.7M | -8% | 16k | 289.36 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.9 | $3.9M | -2% | 8.7k | 450.98 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.9 | $3.8M | +300% | 31k | 124.17 |
|
| Quanta Services (PWR) | 0.9 | $3.8M | -42% | 5.3k | 720.04 |
|
| Texas Pacific Land Corp (TPL) | 0.8 | $3.4M | -4% | 7.8k | 437.64 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $2.7M | NEW | 2.3k | 1199.43 |
|
| ResMed (RMD) | 0.6 | $2.6M | +18% | 13k | 194.88 |
|
| Cadence Design Systems (CDNS) | 0.6 | $2.6M | NEW | 6.9k | 375.32 |
|
| CSX Corporation (CSX) | 0.6 | $2.6M | 54k | 47.53 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.6 | $2.5M | NEW | 6.3k | 397.68 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.5 | $2.3M | 9.2k | 252.23 |
|
|
| S&p Global (SPGI) | 0.5 | $2.3M | -5% | 5.7k | 407.26 |
|
| Raytheon Technologies Corp (RTX) | 0.5 | $2.3M | 12k | 189.73 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $2.2M | NEW | 2.9k | 763.14 |
|
| Coca-Cola Company (KO) | 0.5 | $2.1M | 26k | 81.27 |
|
|
| International Business Machines (IBM) | 0.5 | $2.1M | 7.3k | 281.21 |
|
|
| Intercontinental Exchange (ICE) | 0.4 | $1.9M | +2% | 15k | 123.11 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.4 | $1.8M | NEW | 912.00 | 1989.44 |
|
| Ge Aerospace Com New (GE) | 0.4 | $1.8M | 4.8k | 373.73 |
|
|
| Ishares Msci Cda Etf (EWC) | 0.4 | $1.8M | 30k | 57.64 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.5M | 2.2k | 686.81 |
|
|
| Ge Vernova (GEV) | 0.3 | $1.4M | 1.2k | 1174.86 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.3 | $1.4M | NEW | 29k | 47.94 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $1.3M | 8.1k | 164.27 |
|
|
| Airbnb Com Cl A (ABNB) | 0.3 | $1.3M | NEW | 9.1k | 143.10 |
|
| Uber Technologies (UBER) | 0.3 | $1.2M | NEW | 16k | 72.16 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $1.2M | 37k | 31.71 |
|
|
| Synopsys (SNPS) | 0.3 | $1.2M | NEW | 2.6k | 446.07 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.0M | 7.3k | 137.53 |
|
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| Carrier Global Corporation (CARR) | 0.2 | $880k | 12k | 73.35 |
|
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| Bristol Myers Squibb (BMY) | 0.2 | $809k | 14k | 57.62 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $767k | 4.9k | 158.03 |
|
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $761k | 5.2k | 146.41 |
|
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| Exxon Mobil Corporation (XOM) | 0.1 | $605k | 4.4k | 136.72 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $548k | +400% | 20k | 27.41 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $534k | 1.0k | 509.46 |
|
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| Regions Financial Corporation (RF) | 0.1 | $514k | 17k | 30.20 |
|
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $458k | 877.00 | 522.39 |
|
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $431k | -95% | 3.9k | 109.44 |
|
| Otis Worldwide Corp (OTIS) | 0.1 | $430k | 6.0k | 71.60 |
|
|
| Kla Corp Com New (KLAC) | 0.1 | $428k | +900% | 1.4k | 301.71 |
|
| FedEx Corporation (FDX) | 0.1 | $365k | 1.2k | 313.13 |
|
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $335k | 5.0k | 67.01 |
|
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| Oceaneering International (OII) | 0.1 | $324k | 8.0k | 40.52 |
|
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $321k | 13k | 24.66 |
|
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $305k | 823.00 | 370.04 |
|
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $301k | 1.0k | 300.45 |
|
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| L3harris Technologies (LHX) | 0.1 | $264k | 910.00 | 290.59 |
|
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| Pfizer (PFE) | 0.1 | $249k | 10k | 24.08 |
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| Pepsi (PEP) | 0.1 | $235k | 1.7k | 135.40 |
|
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| Comstock Resources (CRK) | 0.1 | $225k | 15k | 14.92 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $208k | NEW | 415.00 | 500.39 |
|
| First Horizon National Corporation (FHN) | 0.0 | $206k | NEW | 8.0k | 25.64 |
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Past Filings by Meridian Management
SEC 13F filings are viewable for Meridian Management going back to 2011
- Meridian Management 2026 Q2 filed Aug. 4, 2026
- Meridian Management 2026 Q1 filed May 5, 2026
- Meridian Management 2025 Q4 filed Feb. 10, 2026
- Meridian Management 2025 Q3 filed Nov. 3, 2025
- Meridian Management 2025 Q2 filed Aug. 5, 2025
- Meridian Management 2025 Q1 filed May 7, 2025
- Meridian Management 2025 Q1 restated filed May 7, 2025
- Meridian Management 2024 Q4 filed Feb. 12, 2025
- Meridian Management 2024 Q3 filed Nov. 4, 2024
- Meridian Management 2024 Q2 filed Aug. 8, 2024
- Meridian Management 2024 Q1 filed May 2, 2024
- Meridian Management 2023 Q4 filed Feb. 12, 2024
- Meridian Management 2023 Q3 filed Nov. 3, 2023
- Meridian Management 2023 Q2 filed Aug. 14, 2023
- Meridian Management 2023 Q1 filed May 2, 2023
- Meridian Management 2022 Q4 filed Feb. 9, 2023