Meridiem Investment Management as of March 31, 2025
Portfolio Holdings for Meridiem Investment Management
Meridiem Investment Management holds 57 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fiserv (FI) | 7.3 | $401M | 1.8M | 220.91 | |
| Mastercard Incorporated Cl A (MA) | 7.2 | $391M | 714k | 548.09 | |
| Marsh & McLennan Companies (MMC) | 6.7 | $369M | 1.5M | 244.03 | |
| Thermo Fisher Scientific (TMO) | 6.0 | $329M | 661k | 497.66 | |
| UnitedHealth (UNH) | 5.5 | $299M | 570k | 523.73 | |
| Tractor Supply Company (TSCO) | 5.4 | $295M | 5.4M | 55.09 | |
| Labcorp Holdings Com Shs (LH) | 5.4 | $295M | 1.3M | 232.68 | |
| Microsoft Corporation (MSFT) | 5.3 | $292M | 780k | 375.03 | |
| Broadridge Financial Solutions (BR) | 5.0 | $272M | 1.1M | 242.40 | |
| Intuitive Surgical Com New (ISRG) | 4.8 | $263M | 531k | 495.22 | |
| Accenture Plc Ireland SHS Class A (ACN) | 4.7 | $258M | 825k | 312.16 | |
| Intuit (INTU) | 4.7 | $257M | 419k | 613.92 | |
| Synopsys (SNPS) | 4.6 | $251M | 586k | 428.71 | |
| Automatic Data Processing (ADP) | 4.0 | $219M | 717k | 305.50 | |
| Cadence Design Systems (CDNS) | 3.8 | $207M | 815k | 254.31 | |
| Amazon (AMZN) | 3.7 | $200M | 1.1M | 190.27 | |
| Amphenol Corp Cl A (APH) | 3.1 | $172M | 2.6M | 65.59 | |
| Avery Dennison Corporation (AVY) | 2.7 | $147M | 828k | 177.93 | |
| Ametek (AME) | 2.5 | $135M | 784k | 172.09 | |
| Align Technology (ALGN) | 2.2 | $121M | 765k | 158.83 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $112M | 726k | 154.59 | |
| Adobe Systems Incorporated (ADBE) | 1.5 | $84M | 219k | 383.49 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $76M | 487k | 156.14 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $10M | 19k | 533.13 | |
| Apple (AAPL) | 0.0 | $2.4M | 11k | 222.10 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $1.5M | 8.9k | 165.95 | |
| Costco Wholesale Corporation (COST) | 0.0 | $1.1M | 1.2k | 945.76 | |
| Xylem (XYL) | 0.0 | $720k | 6.0k | 119.46 | |
| McDonald's Corporation (MCD) | 0.0 | $463k | 1.5k | 312.27 | |
| Johnson & Johnson (JNJ) | 0.0 | $415k | 2.5k | 165.89 | |
| American Express Company (AXP) | 0.0 | $404k | 1.5k | 269.12 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $314k | 2.6k | 118.97 | |
| Wheaton Precious Metals Corp (WPM) | 0.0 | $311k | 4.0k | 77.64 | |
| S&p Global (SPGI) | 0.0 | $275k | 540.00 | 508.26 | |
| Meta Platforms Cl A (META) | 0.0 | $269k | 466.00 | 576.36 | |
| Wec Energy Group (WEC) | 0.0 | $259k | 2.4k | 108.99 | |
| Abbvie (ABBV) | 0.0 | $248k | 1.2k | 209.57 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $212k | 1.6k | 132.42 | |
| Abbott Laboratories (ABT) | 0.0 | $208k | 1.6k | 132.65 | |
| eBay (EBAY) | 0.0 | $190k | 2.8k | 67.72 | |
| Paypal Holdings (PYPL) | 0.0 | $183k | 2.8k | 65.23 | |
| Palo Alto Networks (PANW) | 0.0 | $164k | 960.00 | 170.61 | |
| Linde SHS (LIN) | 0.0 | $156k | 335.00 | 465.65 | |
| Coca-Cola Company (KO) | 0.0 | $155k | 2.2k | 71.62 | |
| Deere & Company (DE) | 0.0 | $153k | 325.00 | 469.65 | |
| Msci (MSCI) | 0.0 | $139k | 245.00 | 565.69 | |
| Dollar General (DG) | 0.0 | $136k | 1.6k | 87.95 | |
| Stryker Corporation (SYK) | 0.0 | $130k | 350.00 | 372.36 | |
| Carrier Global Corporation (CARR) | 0.0 | $101k | 1.6k | 63.40 | |
| Visa Com Cl A (V) | 0.0 | $88k | 250.00 | 350.38 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $83k | 800.00 | 103.19 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $69k | 280.00 | 245.30 | |
| Advanced Micro Devices (AMD) | 0.0 | $67k | 650.00 | 102.74 | |
| Home Depot (HD) | 0.0 | $64k | 175.00 | 366.46 | |
| Chubb (CB) | 0.0 | $33k | 108.00 | 301.99 | |
| Verizon Communications (VZ) | 0.0 | $31k | 690.00 | 45.37 | |
| Wells Fargo & Company (WFC) | 0.0 | $25k | 350.00 | 71.79 |
