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CIK: 0000806097
Total reported value
$445.6M
$445.6M
101 檔
29.1%
At the close of Q1 2024, Meridian Management Co disclosed equity holdings valued at approximately $445.6M, spread across 101 reported holdings.
During Q1 2024, Meridian Management Co's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.81% | +0.25% | -4.08% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.33% | -0.17% | +0.24% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.06% | +0.04% | -1.10% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.79% | -0.25% | -0.10% | |
| 5 | GVI | Ishares Intermediate Governm | ETF-Other | 4.45% | -0.63% | -0.73% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-Other | 4.30% | +0.07% | -1.27% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.14% | — | -1.31% | |
| 8 | INTF | Ishares International Equity | ETF-Other | 3.71% | -0.14% | -1.74% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.41% | +0.12% | +3.48% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.75% | -2.39% | -1.41% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.34% | +0.16% | +397.01% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 2.31% | -0.44% | +200.22% | |
| 13 | CPAY | Corpay Inc | Stock-Tech | 1.82% | -0.01% | — | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.71% | +0.06% | -0.74% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.69% | -0.18% | -1.09% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.55% | -0.07% | -1.84% | |
| 17 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.51% | — | +56.22% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.44% | +0.01% | -1.52% | |
| 19 | CNC | Centene CORP | Stock-Healthcare | 1.38% | — | +20.11% | |
| 20 | CRM | Salesforce Inc | Stock-Tech | 1.36% | +0.10% | -27.93% | |
| 21 | FISV | Fiserv Inc | Stock-Other | 1.34% | — | -31.98% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.31% | -0.10% | +0.12% | |
| 23 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 1.28% | -0.27% | +0.99% | |
| 24 | GNRC | Generac Holdings Inc | Stock-Industrials | 1.19% | +0.35% | +45.22% | |
| 25 | ETSY | Etsy Inc | Stock-Consumer Disc | 1.19% | — | +1.65% | |
| 26 | BLKCHF | Blackrock Inc | Stock-Other | 1.15% | — | -7.69% | |
| 27 | FANG | Diamondback Energy Inc | Stock-Energy | 1.11% | — | -39.47% | |
| 28 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.10% | -0.18% | +3.73% | |
| 29 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 0.91% | — | — | |
| 30 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.90% | -0.18% | +1.54% | |
| 31 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.89% | — | -0.20% | |
| 32 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.87% | — | +2.28% | |
| 33 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.87% | -0.01% | -3.62% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.86% | +0.04% | — | |
| 35 | PWR | Quanta Services Inc | Stock-Industrials | 0.82% | -0.41% | -3.40% | |
| 36 | ALGN | Align Technology Inc | Stock-Healthcare | 0.81% | — | -0.41% | |
| 37 | GXO | Gxo Logistics Inc | Stock-Industrials | 0.76% | — | -0.50% | |
| 38 | CRL | Charles River Laboratories | Stock-Healthcare | 0.69% | — | +1.42% | |
| 39 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.66% | -0.19% | +199.14% | |
| 40 | EPAM | Epam Systems Inc | Stock-Tech | 0.62% | — | -0.01% | |
| 41 | CSX | Csx CORP | Stock-Industrials | 0.55% | +0.03% | +0.03% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.48% | -0.02% | -0.13% | |
| 43 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.42% | -0.03% | -0.20% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.40% | — | — | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.39% | +0.02% | — | |
| 46 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.34% | +0.10% | — | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.33% | -0.06% | — | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | +0.01% | -0.80% | |
| 49 | MUSA | Murphy USA Inc | Stock-Consumer Disc | 0.27% | — | +0.13% | |
| 50 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.27% | — | +5.65% |
According to official SEC Form 13F filings, Meridian Management Co reported a total U.S. public equity portfolio value of $445.6M across 101 disclosed positions in Q1 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VEA, VWO) accounted for 29.1% of total reported equity market value during Q1 2024.
During Q1 2024, Meridian Management Co's top holdings by market value included IVV (9.8%)、VEA (9.3%)、VWO (6.1%). The largest single position, IVV, represented 9.8% of total portfolio value.
In Q1 2024, Meridian Management Co made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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