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Meridian Management Co Top Holdings and 13F Report (2026)

About Meridian Management Co

Investment Activity

  • Meridian Management Co has $445.55 million in total holdings as of June 30, 2026.
  • Meridian Management Co owns shares of 84 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
  • Approximately 11.09% of the portfolio was purchased this quarter.
  • About 7.75% of the portfolio was sold this quarter.
  • This quarter, Meridian Management Co has purchased 81 new stocks and bought additional shares in 18 stocks.
  • Meridian Management Co sold shares of 26 stocks and completely divested from 8 stocks this quarter.

Largest New Holdings this Quarter

532457108 - Eli Lilly and Company
$2,710,712 Holding
127387108 - Cadence Design Systems
$2,583,327 Holding
46120E602 - Intuitive Surgical
$2,514,133 Holding
22788C105 - CrowdStrike
$2,200,895 Holding
N07059210 - ASML
$1,814,369 Holding

Largest Purchases this Quarter

iShares Core U.S. Aggregate Bond ETF
115,075 shares (about $11.39M)
Vanguard Mid-Cap ETF
56,668 shares (about $4.57M)
Microsoft
9,483 shares (about $3.54M)
iShares Russell 1000 Growth ETF
22,965 shares (about $2.85M)
Eli Lilly and Company
2,260 shares (about $2.71M)

Largest Sales this Quarter

iShares TIPS Bond ETF
86,795 shares (about $9.50M)
Quanta Services
3,960 shares (about $2.85M)
IQVIA
4,567 shares (about $882.44K)
Vanguard FTSE Developed Markets ETF
12,239 shares (about $872.03K)
Amazon.com
2,810 shares (about $669.74K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMeridian Management Co

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$42,108,702$872,029 â–¼-2.0%590,9999.5%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$35,376,648$2,515,203 â–²7.7%428,0307.9%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$35,030,763$38,942 â–¼-0.1%46,7777.9%ETF
iShares Intermediate Government/Credit Bond ETF stock logo
GVI
iShares Intermediate Government/Credit Bond ETF
$24,434,295$19,521 â–²0.1%230,3065.5%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$23,419,618$29,919 â–²0.1%303,7175.3%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$18,479,566$11,390,124 â–²160.7%186,7004.1%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$18,191,005$244,968 â–²1.4%304,7584.1%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$14,926,512$558,535 â–¼-3.6%100,6443.4%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$13,091,987$668,894 â–²5.4%138,4372.9%ETF
iShares International Equity Factor ETF stock logo
INTF
iShares International Equity Factor ETF
$10,907,771$19,988 â–¼-0.2%266,3032.4%ETF
iShares Core MSCI Europe ETF stock logo
IEUR
iShares Core MSCI Europe ETF
$9,350,020$6,840 â–¼-0.1%124,3852.1%ETF
WALMART INC
$9,156,7740.0%80,8472.1%COM
Deere & Company stock logo
DE
Deere & Company
$7,872,669$312,725 â–¼-3.8%12,4111.8%Industrials
Generac Holdings Inc. stock logo
GNRC
Generac
$7,733,698$628,370 â–¼-7.5%26,4121.7%Industrials
Keysight Technologies Inc. stock logo
KEYS
Keysight Technologies
$7,555,561$624,175 â–¼-7.6%21,5831.7%Technology
CORPAY INC
$7,090,319$290,945 â–¼-3.9%21,2751.6%COM SHS
Fortinet, Inc. stock logo
FTNT
Fortinet
$6,942,702$266,531 â–¼-3.7%45,1941.6%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$6,877,568$451,556 â–¼-6.2%19,4651.5%Communication Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,658,267$669,735 â–¼-9.1%27,9361.5%Consumer Discretionary
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$6,655,580$429,261 â–¼-6.1%184,2121.5%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$6,126,282$4,565,727 â–²292.6%76,0371.4%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$6,007,860$3,537,349 â–²143.2%16,1061.3%Technology
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$5,780,052$923,871 â–²19.0%56,5011.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$5,362,745$87,314 â–¼-1.6%9,5201.2%Communication Services
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$5,315,551$10,166 â–¼-0.2%56,9911.2%ETF
Salesforce Inc. stock logo
CRM
Salesforce
$5,280,382$1,610,151 â–²43.9%33,7061.2%Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$5,011,054$1,077,084 â–²27.4%25,0441.1%Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$4,997,255$1,436,961 â–²40.4%13,2291.1%Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$4,991,628$325,388 â–¼-6.1%9,9561.1%Healthcare
Visa Inc. stock logo
V
Visa
$4,947,576$76,507 â–¼-1.5%14,4211.1%Finance
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$4,749,541$882,436 â–¼-15.7%24,5811.1%Healthcare
Apple Inc. stock logo
AAPL
Apple
$4,720,072$465,294 â–¼-9.0%16,3121.1%Technology
Ulta Beauty Inc. stock logo
ULTA
Ulta Beauty
$3,907,742$91,549 â–¼-2.3%8,6650.9%Consumer Discretionary
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$3,802,085$2,851,564 â–²300.0%30,6200.9%ETF
Quanta Services, Inc. stock logo
PWR
Quanta Services
$3,789,571$2,851,359 â–¼-42.9%5,2630.9%Industrials
Texas Pacific Land Corporation stock logo
TPL
Texas Pacific Land
$3,411,841$147,047 â–¼-4.1%7,7960.8%Energy
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,710,712$2,710,712 â–²New Holding2,2600.6%Healthcare
ResMed Inc. stock logo
RMD
ResMed
$2,611,587$403,207 â–²18.3%13,4010.6%Healthcare
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$2,583,327$2,583,327 â–²New Holding6,8830.6%Technology
CSX Corporation stock logo
CSX
CSX
$2,566,6200.0%54,0000.6%Industrials
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$2,514,133$2,514,133 â–²New Holding6,3220.6%Healthcare
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$2,320,5160.0%9,2000.5%ETF
S&P Global Inc. stock logo
SPGI
S&P Global
$2,318,532$147,835 â–¼-6.0%5,6930.5%Finance
RTX Corporation stock logo
RTX
RTX
$2,299,3380.0%12,1190.5%Industrials
CrowdStrike stock logo
CRWD
CrowdStrike
$2,200,895$2,200,895 â–²New Holding2,8840.5%Technology
CocaCola Company (The) stock logo
KO
CocaCola
$2,095,5470.0%25,7850.5%Consumer Staples
International Business Machines Corporation stock logo
IBM
International Business Machines
$2,057,0510.0%7,3150.5%Technology
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$1,869,425$46,043 â–²2.5%15,1850.4%Finance
ASML Holding N.V. stock logo
ASML
ASML
$1,814,369$1,814,369 â–²New Holding9120.4%Technology
GE Aerospace stock logo
GE
GE Aerospace
$1,808,1060.0%4,8380.4%Industrials
iShares MSCI Canada ETF stock logo
EWC
iShares MSCI Canada ETF
$1,754,043$3,401 â–¼-0.2%30,4310.4%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,515,7900.0%2,2070.3%ETF
GE VERNOVA INC
$1,420,4060.0%1,2090.3%COM
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$1,379,426$1,379,426 â–²New Holding28,7740.3%Healthcare
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$1,330,5870.0%8,1000.3%ETF
Airbnb, Inc. stock logo
ABNB
Airbnb
$1,301,065$1,301,065 â–²New Holding9,0920.3%Consumer Discretionary
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$1,186,455$1,186,455 â–²New Holding16,4420.3%Industrials
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$1,171,868$9,196 â–²0.8%36,9560.3%ETF
Synopsys, Inc. stock logo
SNPS
Synopsys
$1,155,767$1,155,767 â–²New Holding2,5910.3%Technology
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,000,1180.0%7,2720.2%ETF
Carrier Global Corporation stock logo
CARR
Carrier Global
$880,2000.0%12,0000.2%Industrials
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$808,8120.0%14,0370.2%Healthcare
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$767,2360.0%4,8550.2%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$761,3320.0%5,2000.2%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$604,8500.0%4,4240.1%Energy
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$548,200$438,560 â–²400.0%20,0000.1%ETF
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$533,9140.0%1,0480.1%Industrials
Regions Financial Corporation stock logo
RF
Regions Financial
$513,7320.0%17,0110.1%Finance
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$458,1360.0%8770.1%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$430,878$9,499,125 â–¼-95.7%3,9370.1%ETF
Otis Worldwide Corporation stock logo
OTIS
Otis Worldwide
$429,6000.0%6,0000.1%Industrials
KLA Corporation stock logo
KLAC
KLA
$428,429$385,586 â–²900.0%1,4200.1%Technology
FedEx Corporation stock logo
FDX
FedEx
$365,4230.0%1,1670.1%Industrials
iShares U.S. Healthcare ETF stock logo
IYH
iShares U.S. Healthcare ETF
$335,0500.0%5,0000.1%ETF
Oceaneering International, Inc. stock logo
OII
Oceaneering International
$324,1600.0%8,0000.1%Energy
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$321,295$5,055 â–¼-1.5%13,0290.1%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$304,5430.0%8230.1%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$300,4500.0%1,0000.1%ETF
L3Harris Technologies Inc stock logo
LHX
L3Harris Technologies
$264,4370.0%9100.1%Industrials
Pfizer Inc. stock logo
PFE
Pfizer
$249,4450.0%10,3590.1%Healthcare
PepsiCo, Inc. stock logo
PEP
PepsiCo
$234,6480.0%1,7330.1%Consumer Staples
Comstock Resources, Inc. stock logo
CRK
Comstock Resources
$225,1430.0%15,0900.1%Energy
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$207,661$207,661 â–²New Holding4150.0%Finance
First Horizon Corporation stock logo
FHN
First Horizon
$205,684$205,684 â–²New Holding8,0220.0%Finance
Adobe Inc. stock logo
ADBE
Adobe
$0$3,704,782 â–¼-100.0%00.0%Technology
Intuit Inc. stock logo
INTU
Intuit
$0$3,702,038 â–¼-100.0%00.0%Technology
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$0$3,190,161 â–¼-100.0%00.0%Materials
Chevron Corporation stock logo
CVX
Chevron
$0$2,898,669 â–¼-100.0%00.0%Energy
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
$0$592,277 â–¼-100.0%00.0%Finance
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$0$243,796 â–¼-100.0%00.0%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$0$215,145 â–¼-100.0%00.0%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$0$203,878 â–¼-100.0%00.0%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
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