Meridian Management as of June 30, 2019
Portfolio Holdings for Meridian Management
Meridian Management holds 72 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 10.5 | $24M | 441k | 53.44 | |
| Ishares Tr fctsl msci int (INTF) | 9.0 | $20M | 768k | 26.26 | |
| iShares S&P 500 Index (IVV) | 8.1 | $18M | 62k | 294.76 | |
| Ishares Inc factorselect msc (EMGF) | 7.5 | $17M | 398k | 42.14 | |
| iShares Brclys Intrdte Gov/Crt Bd (GVI) | 5.8 | $13M | 116k | 112.28 | |
| Vanguard Mid-Cap ETF (VO) | 4.5 | $10M | 61k | 167.16 | |
| Schwab U S Small Cap ETF (SCHA) | 3.8 | $8.5M | 119k | 71.48 | |
| Wal-Mart Stores (WMT) | 2.5 | $5.5M | 50k | 110.50 | |
| iShares Barclays TIPS Bond Fund (TIP) | 2.2 | $4.9M | 42k | 115.49 | |
| Alphabet Inc Class C cs (GOOG) | 2.0 | $4.4M | 4.1k | 1080.99 | |
| Paypal Holdings (PYPL) | 1.8 | $4.1M | 36k | 114.47 | |
| Charles Schwab Corporation (SCHW) | 1.7 | $3.9M | 96k | 40.19 | |
| BlackRock | 1.7 | $3.8M | 8.2k | 469.30 | |
| Alibaba Group Holding (BABA) | 1.6 | $3.6M | 21k | 169.45 | |
| Amazon (AMZN) | 1.5 | $3.4M | 1.8k | 1893.47 | |
| Facebook Inc cl a (META) | 1.5 | $3.4M | 18k | 193.02 | |
| NVIDIA Corporation (NVDA) | 1.5 | $3.4M | 21k | 164.23 | |
| iShares Lehman MBS Bond Fund (MBB) | 1.5 | $3.3M | 31k | 107.59 | |
| Thermo Fisher Scientific (TMO) | 1.5 | $3.3M | 11k | 293.71 | |
| Visa (V) | 1.5 | $3.3M | 19k | 173.56 | |
| Vanguard Europe Pacific ETF (VEA) | 1.4 | $3.3M | 78k | 41.71 | |
| Sherwin-Williams Company (SHW) | 1.3 | $3.0M | 6.6k | 458.26 | |
| Bank of America Corporation (BAC) | 1.3 | $3.0M | 103k | 29.00 | |
| FedEx Corporation (FDX) | 1.3 | $2.9M | 18k | 164.17 | |
| Constellation Brands (STZ) | 1.3 | $3.0M | 15k | 196.97 | |
| Zimmer Holdings (ZBH) | 1.3 | $2.9M | 24k | 117.74 | |
| Honeywell International (HON) | 1.2 | $2.8M | 16k | 174.62 | |
| Apple (AAPL) | 1.2 | $2.7M | 14k | 197.94 | |
| Kinder Morgan (KMI) | 1.2 | $2.7M | 130k | 20.88 | |
| Northrop Grumman Corporation (NOC) | 1.2 | $2.7M | 8.2k | 323.15 | |
| EOG Resources (EOG) | 1.1 | $2.6M | 28k | 93.14 | |
| CVS Caremark Corporation (CVS) | 1.0 | $2.3M | 42k | 54.48 | |
| FleetCor Technologies | 1.0 | $2.3M | 8.1k | 280.86 | |
| Albemarle Corporation (ALB) | 1.0 | $2.3M | 32k | 70.41 | |
| Delphi Automotive Inc international | 0.9 | $2.1M | 26k | 80.85 | |
| iShares Russell 1000 Growth Index (IWF) | 0.8 | $1.8M | 12k | 157.36 | |
| Vanguard Emerging Markets ETF (VWO) | 0.7 | $1.6M | 38k | 42.54 | |
| United Technologies Corporation | 0.7 | $1.6M | 12k | 130.24 | |
| Lowe's Companies (LOW) | 0.7 | $1.5M | 15k | 100.89 | |
| Coca-Cola Company (KO) | 0.7 | $1.5M | 29k | 50.92 | |
| CSX Corporation (CSX) | 0.6 | $1.4M | 18k | 77.39 | |
| Pfizer (PFE) | 0.6 | $1.2M | 29k | 43.32 | |
| International Business Machines (IBM) | 0.5 | $1.2M | 8.5k | 137.87 | |
| Ishares Tr fltg rate nt (FLOT) | 0.5 | $1.0M | 20k | 50.92 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.4 | $929k | 16k | 56.97 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $689k | 9.0k | 76.67 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.3 | $672k | 2.5k | 269.34 | |
| Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) | 0.3 | $607k | 12k | 50.33 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $531k | 1.5k | 363.70 | |
| iShares S&P 1500 Index Fund (ITOT) | 0.2 | $540k | 8.1k | 66.67 | |
| Bristol Myers Squibb (BMY) | 0.2 | $455k | 10k | 45.32 | |
| iShares Dow Jones US Technology (IYW) | 0.2 | $455k | 2.3k | 197.83 | |
| Boeing Company (BA) | 0.2 | $419k | 1.2k | 364.35 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.2 | $424k | 4.9k | 87.33 | |
| General Electric Company | 0.2 | $403k | 38k | 10.49 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.2 | $396k | 4.7k | 84.80 | |
| At&t (T) | 0.2 | $384k | 12k | 33.52 | |
| Regions Financial Corporation (RF) | 0.2 | $383k | 26k | 14.93 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.2 | $385k | 2.7k | 142.59 | |
| Ishares High Dividend Equity F (HDV) | 0.2 | $378k | 4.0k | 94.50 | |
| Anadarko Petroleum Corporation | 0.2 | $353k | 5.0k | 70.60 | |
| iShares Russell 2000 Index (IWM) | 0.1 | $304k | 2.0k | 155.34 | |
| iShares S&P 500 Growth Index (IVW) | 0.1 | $323k | 1.8k | 179.44 | |
| Pepsi (PEP) | 0.1 | $259k | 2.0k | 130.94 | |
| Liveramp Holdings (RAMP) | 0.1 | $260k | 5.4k | 48.52 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.1 | $237k | 890.00 | 266.29 | |
| Alteryx | 0.1 | $251k | 2.3k | 109.04 | |
| Walt Disney Company (DIS) | 0.1 | $221k | 1.6k | 139.34 | |
| Simmons First National Corporation (SFNC) | 0.1 | $225k | 9.7k | 23.22 | |
| Comcast Corporation (CMCSA) | 0.1 | $206k | 4.9k | 42.30 | |
| Pitney Bowes (PBI) | 0.0 | $51k | 12k | 4.25 | |
| Amira Nature Foods | 0.0 | $8.0k | 10k | 0.80 |