Meridian Management as of June 30, 2026
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 | 591k | 71.25 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 7.9 | $35M | 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 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 5.3 | $23M | 304k | 77.11 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 4.1 | $19M | 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 | 101k | 148.31 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 2.9 | $13M | 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 | |
| Wal-Mart Stores (WMT) | 2.1 | $9.2M | 81k | 113.26 | |
| Deere & Company (DE) | 1.8 | $7.9M | 12k | 634.33 | |
| Generac Holdings (GNRC) | 1.7 | $7.7M | 26k | 292.81 | |
| Keysight Technologies (KEYS) | 1.7 | $7.6M | 22k | 350.07 | |
| Corpay Com Shs (CPAY) | 1.6 | $7.1M | 21k | 333.27 | |
| Fortinet (FTNT) | 1.6 | $6.9M | 45k | 153.62 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $6.9M | 20k | 353.33 | |
| Amazon (AMZN) | 1.5 | $6.7M | 28k | 238.34 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.5 | $6.7M | 184k | 36.13 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 1.4 | $6.1M | 76k | 80.57 | |
| Microsoft Corporation (MSFT) | 1.3 | $6.0M | 16k | 373.02 | |
| Ishares Msci Emrg Chn (EMXC) | 1.3 | $5.8M | 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 | 34k | 156.66 | |
| NVIDIA Corporation (NVDA) | 1.1 | $5.0M | 25k | 200.09 | |
| Broadcom (AVGO) | 1.1 | $5.0M | 13k | 377.75 | |
| Thermo Fisher Scientific (TMO) | 1.1 | $5.0M | 10k | 501.37 | |
| Visa Com Cl A (V) | 1.1 | $4.9M | 14k | 343.08 | |
| Iqvia Holdings (IQV) | 1.1 | $4.7M | 25k | 193.22 | |
| Apple (AAPL) | 1.1 | $4.7M | 16k | 289.36 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.9 | $3.9M | 8.7k | 450.98 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.9 | $3.8M | 31k | 124.17 | |
| Quanta Services (PWR) | 0.9 | $3.8M | 5.3k | 720.04 | |
| Texas Pacific Land Corp (TPL) | 0.8 | $3.4M | 7.8k | 437.64 | |
| Eli Lilly & Co. (LLY) | 0.6 | $2.7M | 2.3k | 1199.43 | |
| ResMed (RMD) | 0.6 | $2.6M | 13k | 194.88 | |
| Cadence Design Systems (CDNS) | 0.6 | $2.6M | 6.9k | 375.32 | |
| CSX Corporation (CSX) | 0.6 | $2.6M | 54k | 47.53 | |
| Intuitive Surgical Com New (ISRG) | 0.6 | $2.5M | 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 | 5.7k | 407.26 | |
| Raytheon Technologies Corp (RTX) | 0.5 | $2.3M | 12k | 189.73 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $2.2M | 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 | 15k | 123.11 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.4 | $1.8M | 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 | 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 | 9.1k | 143.10 | |
| Uber Technologies (UBER) | 0.3 | $1.2M | 16k | 72.16 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $1.2M | 37k | 31.71 | |
| Synopsys (SNPS) | 0.3 | $1.2M | 2.6k | 446.07 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.0M | 7.3k | 137.53 | |
| Carrier Global Corporation (CARR) | 0.2 | $880k | 12k | 73.35 | |
| Bristol Myers Squibb (BMY) | 0.2 | $809k | 14k | 57.62 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $767k | 4.9k | 158.03 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $761k | 5.2k | 146.41 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $605k | 4.4k | 136.72 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $548k | 20k | 27.41 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $534k | 1.0k | 509.46 | |
| Regions Financial Corporation (RF) | 0.1 | $514k | 17k | 30.20 | |
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $458k | 877.00 | 522.39 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $431k | 3.9k | 109.44 | |
| Otis Worldwide Corp (OTIS) | 0.1 | $430k | 6.0k | 71.60 | |
| Kla Corp Com New (KLAC) | 0.1 | $428k | 1.4k | 301.71 | |
| FedEx Corporation (FDX) | 0.1 | $365k | 1.2k | 313.13 | |
| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $335k | 5.0k | 67.01 | |
| Oceaneering International (OII) | 0.1 | $324k | 8.0k | 40.52 | |
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $321k | 13k | 24.66 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $305k | 823.00 | 370.04 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $301k | 1.0k | 300.45 | |
| L3harris Technologies (LHX) | 0.1 | $264k | 910.00 | 290.59 | |
| Pfizer (PFE) | 0.1 | $249k | 10k | 24.08 | |
| Pepsi (PEP) | 0.1 | $235k | 1.7k | 135.40 | |
| Comstock Resources (CRK) | 0.1 | $225k | 15k | 14.92 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $208k | 415.00 | 500.39 | |
| First Horizon National Corporation (FHN) | 0.0 | $206k | 8.0k | 25.64 |
