Meridian Management as of March 31, 2014
Portfolio Holdings for Meridian Management
Meridian Management holds 60 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Emerging Markets ETF (VWO) | 9.9 | $13M | 308k | 40.58 | |
| Schwab U S Small Cap ETF (SCHA) | 7.5 | $9.5M | 177k | 53.60 | |
| iShares Russell 1000 Growth Index (IWF) | 5.8 | $7.4M | 85k | 86.55 | |
| Vanguard Mid-Cap ETF (VO) | 4.6 | $5.8M | 51k | 113.59 | |
| Trinity Industries (TRN) | 4.1 | $5.2M | 73k | 72.07 | |
| United Technologies Corporation | 2.8 | $3.6M | 31k | 116.83 | |
| iShares S&P 100 Index (OEF) | 2.5 | $3.2M | 38k | 82.80 | |
| Wal-Mart Stores (WMT) | 2.4 | $3.1M | 40k | 76.44 | |
| Actavis | 2.4 | $3.0M | 15k | 205.85 | |
| Exxon Corporation | 2.3 | $3.0M | 30k | 97.69 | |
| Visa (V) | 2.2 | $2.8M | 13k | 215.89 | |
| Novo Nordisk A/S (NVO) | 2.1 | $2.7M | 59k | 45.65 | |
| Fluor Corporation (FLR) | 2.1 | $2.7M | 35k | 77.74 | |
| Oracle Corporation (ORCL) | 2.1 | $2.6M | 65k | 40.91 | |
| Express Scripts Holding | 2.0 | $2.6M | 34k | 75.09 | |
| Schlumberger (SLB) | 2.0 | $2.5M | 26k | 97.50 | |
| American Express Company (AXP) | 2.0 | $2.5M | 28k | 90.03 | |
| Apple (AAPL) | 1.9 | $2.5M | 4.6k | 536.78 | |
| EMC Corporation | 1.9 | $2.4M | 89k | 27.42 | |
| Wells Fargo & Company (WFC) | 1.9 | $2.4M | 49k | 49.74 | |
| Qualcomm (QCOM) | 1.9 | $2.4M | 31k | 78.87 | |
| eBay (EBAY) | 1.8 | $2.2M | 40k | 55.25 | |
| National-Oilwell Var | 1.8 | $2.2M | 29k | 77.86 | |
| Lowe's Companies (LOW) | 1.7 | $2.2M | 45k | 48.89 | |
| Monsanto Company | 1.7 | $2.1M | 19k | 113.80 | |
| Zimmer Holdings (ZBH) | 1.7 | $2.1M | 22k | 94.60 | |
| Southwestern Energy Company | 1.6 | $2.1M | 45k | 46.01 | |
| Caterpillar (CAT) | 1.6 | $2.0M | 20k | 99.39 | |
| Johnson Controls | 1.6 | $2.0M | 42k | 47.32 | |
| Carpenter Technology Corporation (CRS) | 1.5 | $1.9M | 29k | 66.05 | |
| Corning Incorporated (GLW) | 1.5 | $1.9M | 92k | 20.82 | |
| Amgen (AMGN) | 1.4 | $1.8M | 15k | 123.34 | |
| United Parcel Service (UPS) | 1.4 | $1.7M | 18k | 97.36 | |
| Potash Corp. Of Saskatchewan I | 1.4 | $1.7M | 48k | 36.21 | |
| Expeditors International of Washington (EXPD) | 1.3 | $1.6M | 42k | 39.62 | |
| Hologic (HOLX) | 1.1 | $1.4M | 67k | 21.50 | |
| International Business Machines (IBM) | 1.1 | $1.4M | 7.3k | 192.47 | |
| Cisco Systems (CSCO) | 0.9 | $1.2M | 53k | 22.42 | |
| Pfizer (PFE) | 0.9 | $1.1M | 36k | 32.11 | |
| Coca-Cola Company (KO) | 0.9 | $1.1M | 29k | 38.67 | |
| iShares S&P 500 Index (IVV) | 0.8 | $1.1M | 5.7k | 188.16 | |
| General Electric Company | 0.8 | $994k | 38k | 25.89 | |
| Oceaneering International (OII) | 0.5 | $575k | 8.0k | 71.88 | |
| Bristol Myers Squibb (BMY) | 0.4 | $551k | 11k | 51.98 | |
| CSX Corporation (CSX) | 0.4 | $521k | 18k | 28.94 | |
| At&t (T) | 0.4 | $455k | 13k | 35.11 | |
| Anadarko Petroleum Corporation | 0.4 | $458k | 5.4k | 84.81 | |
| 1/100 Berkshire Htwy Cla 100 S | 0.3 | $375k | 200.00 | 1875.00 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.3 | $365k | 4.3k | 85.88 | |
| iShares S&P 1500 Index Fund (ITOT) | 0.3 | $347k | 4.1k | 85.68 | |
| Pitney Bowes (PBI) | 0.2 | $312k | 12k | 26.00 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.2 | $306k | 4.9k | 63.03 | |
| Ishares High Dividend Equity F (HDV) | 0.2 | $286k | 4.0k | 71.50 | |
| iShares Russell 2000 Index (IWM) | 0.2 | $241k | 2.1k | 116.43 | |
| iShares Russell 2000 Growth Index (IWO) | 0.2 | $235k | 1.7k | 136.23 | |
| Acxiom Corporation | 0.2 | $221k | 6.4k | 34.46 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $213k | 1.3k | 163.34 | |
| iShares Dow Jones US Technology (IYW) | 0.2 | $209k | 2.3k | 90.87 | |
| Amreit Inc New cl b | 0.1 | $193k | 12k | 16.57 | |
| Windstream Hldgs | 0.1 | $92k | 11k | 8.23 |