Veritas Investment Partners
Latest statistics and disclosures from Meridiem Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are UNH, FI, TMO, MA, MSFT, and represent 32.05% of Meridiem Investment Management's stock portfolio.
- Added to shares of these 10 stocks: AME (+$131M), CDNS (+$129M), SNPS, AMZN, GOOGL, AVY, ADBE, PG, PEP, NEE.
- Started 9 new stock positions in PEP, NEE, KO, PG, CDNS, LIN, MRVL, PANW, AME.
- Reduced shares in these 10 stocks: NKE (-$121M), APH (-$46M), ISRG (-$39M), TSCO (-$8.7M), FI (-$7.3M), BR (-$6.5M), UNH (-$6.0M), MMC (-$5.5M), ACN, TMO.
- Sold out of its positions in CVS, DXCM, IMCR, V.
- Meridiem Investment Management was a net buyer of stock by $9.5M.
- Meridiem Investment Management has $5.6B in assets under management (AUM), dropping by 5.61%.
- Central Index Key (CIK): 0001842702
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Portfolio Holdings for Meridiem Investment Management
Meridiem Investment Management holds 65 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| UnitedHealth (UNH) | 7.4 | $417M | 714k | 584.62 |
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| Fiserv (FI) | 6.6 | $371M | 2.1M | 179.66 |
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| Thermo Fisher Scientific (TMO) | 6.1 | $342M | 552k | 618.30 |
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| Mastercard Incorporated Cl A (MA) | 6.1 | $341M | 691k | 493.71 |
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| Microsoft Corporation (MSFT) | 5.9 | $332M | 771k | 430.25 |
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| Marsh & McLennan Companies (MMC) | 5.7 | $320M | 1.4M | 223.09 |
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| Intuitive Surgical Com New (ISRG) | 5.6 | $315M | -10% | 641k | 491.29 |
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| Tractor Supply Company (TSCO) | 5.3 | $299M | -2% | 1.0M | 290.96 |
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| Intuit (INTU) | 5.2 | $291M | 469k | 621.00 |
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| Accenture Plc Ireland SHS Class A (ACN) | 5.2 | $291M | 823k | 353.44 |
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| Labcorp Holdings Com Shs (LH) | 4.8 | $272M | 1.2M | 223.49 |
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| Synopsys (SNPS) | 4.4 | $250M | 493k | 506.60 |
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| Amphenol Corp Cl A (APH) | 4.3 | $244M | -15% | 3.7M | 65.15 |
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| Broadridge Financial Solutions (BR) | 4.1 | $232M | -2% | 1.1M | 214.96 |
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| Amazon (AMZN) | 4.0 | $227M | 1.2M | 186.32 |
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| Automatic Data Processing (ADP) | 3.5 | $195M | 703k | 276.71 |
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| Avery Dennison Corporation (AVY) | 3.1 | $175M | 794k | 220.71 |
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| Ametek (AME) | 2.3 | $131M | NEW | 761k | 171.69 |
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| Cadence Design Systems (CDNS) | 2.3 | $129M | NEW | 477k | 271.03 |
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| Align Technology (ALGN) | 2.1 | $119M | 467k | 254.47 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $113M | +2% | 679k | 165.89 |
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| Adobe Systems Incorporated (ADBE) | 1.9 | $109M | 210k | 517.75 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $84M | -3% | 504k | 167.19 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $10M | -23% | 22k | 460.22 |
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| Apple (AAPL) | 0.1 | $3.2M | -4% | 14k | 233.00 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $1.4M | -16% | 7.9k | 173.68 |
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| Costco Wholesale Corporation (COST) | 0.0 | $1.2M | -10% | 1.4k | 886.30 |
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| Xylem (XYL) | 0.0 | $1.0M | 7.5k | 134.96 |
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| BlackRock (BLK) | 0.0 | $840k | 885.00 | 949.51 |
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| McDonald's Corporation (MCD) | 0.0 | $750k | -37% | 2.5k | 304.42 |
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| Wec Energy Group (WEC) | 0.0 | $489k | 5.1k | 96.19 |
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| American Express Company (AXP) | 0.0 | $407k | -46% | 1.5k | 271.16 |
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| Johnson & Johnson (JNJ) | 0.0 | $405k | 2.5k | 162.01 |
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| Procter & Gamble Company (PG) | 0.0 | $398k | NEW | 2.3k | 173.19 |
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| Abbvie (ABBV) | 0.0 | $382k | 1.9k | 197.43 |
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| Pepsi (PEP) | 0.0 | $323k | NEW | 1.9k | 170.03 |
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| Msci (MSCI) | 0.0 | $318k | +122% | 545.00 | 582.81 |
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| Meta Platforms Cl A (META) | 0.0 | $315k | -28% | 550.00 | 572.35 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $309k | 2.6k | 117.20 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $287k | +385% | 1.4k | 210.78 |
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| Dollar General (DG) | 0.0 | $283k | 3.4k | 84.55 |
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| S&p Global (SPGI) | 0.0 | $279k | +35% | 540.00 | 516.58 |
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| Nike CL B (NKE) | 0.0 | $263k | -99% | 3.0k | 88.37 |
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| Wheaton Precious Metals Corp (WPM) | 0.0 | $244k | 4.0k | 61.09 |
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| Nextera Energy (NEE) | 0.0 | $238k | NEW | 2.8k | 84.52 |
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| Palo Alto Networks (PANW) | 0.0 | $222k | NEW | 650.00 | 341.82 |
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| Paypal Holdings (PYPL) | 0.0 | $219k | 2.8k | 78.02 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $194k | 1.6k | 121.14 |
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| eBay (EBAY) | 0.0 | $182k | 2.8k | 65.11 |
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| Marvell Technology (MRVL) | 0.0 | $180k | NEW | 2.5k | 72.13 |
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| Abbott Laboratories (ABT) | 0.0 | $179k | 1.6k | 113.99 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $172k | 2.4k | 71.86 |
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| Linde SHS (LIN) | 0.0 | $160k | NEW | 335.00 | 476.73 |
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| Coca-Cola Company (KO) | 0.0 | $155k | NEW | 2.2k | 71.86 |
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| NVIDIA Corporation (NVDA) | 0.0 | $152k | -40% | 1.3k | 121.50 |
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| Deere & Company (DE) | 0.0 | $136k | 325.00 | 417.33 |
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| Carrier Global Corporation (CARR) | 0.0 | $129k | 1.6k | 80.48 |
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| Sap Se Spon Adr (SAP) | 0.0 | $115k | -9% | 500.00 | 229.22 |
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| Advanced Micro Devices (AMD) | 0.0 | $107k | 650.00 | 164.08 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $83k | 800.00 | 103.94 |
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| Altria (MO) | 0.0 | $41k | 800.00 | 51.03 |
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| Chubb (CB) | 0.0 | $31k | 108.00 | 288.39 |
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| Verizon Communications (VZ) | 0.0 | $31k | 690.00 | 44.91 |
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| Wells Fargo & Company (WFC) | 0.0 | $20k | 350.00 | 56.49 |
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| Tesla Motors (TSLA) | 0.0 | $16k | 60.00 | 261.62 |
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Past Filings by Meridiem Investment Management
SEC 13F filings are viewable for Meridiem Investment Management going back to 2020
- Meridiem Investment Management 2024 Q3 filed Oct. 18, 2024
- Meridiem Investment Management 2024 Q2 filed Aug. 14, 2024
- Meridiem Investment Management 2024 Q1 filed May 10, 2024
- Veritas Investment Partners 2023 Q3 filed Nov. 9, 2023
- Veritas Investment Partners 2023 Q2 filed Aug. 9, 2023
- Veritas Investment Partners 2023 Q1 filed April 27, 2023
- Veritas Investment Partners 2022 Q4 filed Feb. 13, 2023
- Veritas Investment Partners 2022 Q3 filed Nov. 14, 2022
- Veritas Investment Partners 2021 Q1 amended filed Aug. 10, 2022
- Veritas Investment Partners 2021 Q2 amended filed Aug. 10, 2022
- Veritas Investment Partners 2021 Q3 amended filed Aug. 10, 2022
- Veritas Investment Partners 2021 Q4 amended filed Aug. 10, 2022
- Veritas Investment Partners 2022 Q2 filed Aug. 10, 2022
- Veritas Investment Partners 2022 Q1 filed May 16, 2022
- Veritas Investment Partners 2021 Q4 filed Feb. 11, 2022
- Veritas Investment Partners 2021 Q3 filed Nov. 12, 2021