Meridiem Investment Management as of Dec. 31, 2024
Portfolio Holdings for Meridiem Investment Management
Meridiem Investment Management holds 59 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fiserv (FI) | 6.9 | $386M | 1.9M | 205.53 | |
| Mastercard Incorporated Cl A (MA) | 6.4 | $360M | 684k | 527.00 | |
| Thermo Fisher Scientific (TMO) | 5.9 | $329M | 632k | 520.24 | |
| Microsoft Corporation (MSFT) | 5.7 | $320M | 759k | 421.48 | |
| Marsh & McLennan Companies (MMC) | 5.5 | $306M | 1.4M | 212.43 | |
| Intuitive Surgical Com New (ISRG) | 5.3 | $298M | 571k | 522.03 | |
| Accenture Plc Ireland SHS Class A (ACN) | 5.1 | $285M | 810k | 352.01 | |
| UnitedHealth (UNH) | 5.1 | $283M | 559k | 506.27 | |
| Labcorp Holdings Com Shs (LH) | 5.0 | $278M | 1.2M | 229.37 | |
| Tractor Supply Company (TSCO) | 4.9 | $272M | 5.1M | 53.07 | |
| Synopsys (SNPS) | 4.8 | $270M | 557k | 485.17 | |
| Amazon (AMZN) | 4.8 | $266M | 1.2M | 219.37 | |
| Intuit (INTU) | 4.5 | $251M | 399k | 628.62 | |
| Broadridge Financial Solutions (BR) | 4.3 | $242M | 1.1M | 226.17 | |
| Cadence Design Systems (CDNS) | 4.2 | $236M | 784k | 300.58 | |
| Amphenol Corp Cl A (APH) | 4.0 | $225M | 3.2M | 69.48 | |
| Automatic Data Processing (ADP) | 3.6 | $202M | 690k | 292.76 | |
| Align Technology (ALGN) | 2.9 | $160M | 765k | 208.53 | |
| Avery Dennison Corporation (AVY) | 2.7 | $148M | 793k | 187.07 | |
| Ametek (AME) | 2.5 | $137M | 760k | 180.29 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $127M | 669k | 189.32 | |
| Adobe Systems Incorporated (ADBE) | 1.7 | $95M | 213k | 444.74 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $93M | 490k | 190.46 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $8.9M | 20k | 453.58 | |
| Apple (AAPL) | 0.1 | $3.5M | 14k | 250.41 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $1.6M | 7.9k | 197.59 | |
| Costco Wholesale Corporation (COST) | 0.0 | $1.3M | 1.4k | 916.47 | |
| Xylem (XYL) | 0.0 | $874k | 7.5k | 116.05 | |
| Wec Energy Group (WEC) | 0.0 | $478k | 5.1k | 94.05 | |
| American Express Company (AXP) | 0.0 | $445k | 1.5k | 296.93 | |
| McDonald's Corporation (MCD) | 0.0 | $429k | 1.5k | 289.91 | |
| Johnson & Johnson (JNJ) | 0.0 | $362k | 2.5k | 144.64 | |
| Abbvie (ABBV) | 0.0 | $344k | 1.9k | 177.76 | |
| Meta Platforms Cl A (META) | 0.0 | $322k | 550.00 | 585.69 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $284k | 2.6k | 107.63 | |
| S&p Global (SPGI) | 0.0 | $269k | 540.00 | 498.58 | |
| Dollar General (DG) | 0.0 | $254k | 3.4k | 75.79 | |
| Paypal Holdings (PYPL) | 0.0 | $239k | 2.8k | 85.36 | |
| Wheaton Precious Metals Corp (WPM) | 0.0 | $225k | 4.0k | 56.25 | |
| Nike CL B (NKE) | 0.0 | $225k | 3.0k | 75.69 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $185k | 1.6k | 115.74 | |
| Abbott Laboratories (ABT) | 0.0 | $178k | 1.6k | 113.15 | |
| Palo Alto Networks (PANW) | 0.0 | $175k | 960.00 | 182.03 | |
| eBay (EBAY) | 0.0 | $174k | 2.8k | 61.98 | |
| NVIDIA Corporation (NVDA) | 0.0 | $168k | 1.3k | 134.27 | |
| Msci (MSCI) | 0.0 | $147k | 245.00 | 600.25 | |
| Linde SHS (LIN) | 0.0 | $140k | 335.00 | 418.63 | |
| Deere & Company (DE) | 0.0 | $138k | 325.00 | 423.81 | |
| Coca-Cola Company (KO) | 0.0 | $135k | 2.2k | 62.28 | |
| Stryker Corporation (SYK) | 0.0 | $126k | 350.00 | 360.09 | |
| Carrier Global Corporation (CARR) | 0.0 | $109k | 1.6k | 68.31 | |
| Home Depot (HD) | 0.0 | $107k | 275.00 | 389.21 | |
| Visa Com Cl A (V) | 0.0 | $104k | 330.00 | 316.32 | |
| Advanced Micro Devices (AMD) | 0.0 | $79k | 650.00 | 120.79 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $74k | 800.00 | 92.61 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $67k | 280.00 | 239.71 | |
| Chubb (CB) | 0.0 | $30k | 108.00 | 276.30 | |
| Verizon Communications (VZ) | 0.0 | $28k | 690.00 | 40.02 | |
| Wells Fargo & Company (WFC) | 0.0 | $25k | 350.00 | 70.24 |
