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CIK: 0000806097
Total reported value
$445.6M
$445.6M
93 檔
32.7%
In Q3 2024, Meridian Management Co's U.S. equity holdings reached a combined market value of $445.6M, distributed across 93 disclosed stock positions.
During Q3 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 | 10.02% | +0.25% | +2.52% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.82% | -0.17% | +4.69% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.58% | +0.04% | +2.65% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 6.07% | -0.25% | +5.47% | |
| 5 | GVI | Ishares Intermediate Governm | ETF-Other | 4.50% | -0.63% | +3.15% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.97% | +0.12% | +6.26% | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.70% | +0.07% | -3.81% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.57% | — | -3.72% | |
| 9 | INTF | Ishares International Equity | ETF-Other | 3.16% | -0.14% | -6.16% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 3.03% | -0.44% | +5.74% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.83% | +0.16% | +11.74% | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.83% | -2.39% | +5.02% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.00% | -0.07% | +0.20% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.91% | -0.18% | +4.39% | |
| 15 | CPAY | Corpay Inc | Stock-Tech | 1.70% | -0.01% | +0.94% | |
| 16 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.67% | — | +3.62% | |
| 17 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.64% | -0.18% | +21.87% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.58% | -0.10% | +27.64% | |
| 19 | CRM | Salesforce Inc | Stock-Tech | 1.56% | +0.10% | +3.83% | |
| 20 | FISV | Fiserv Inc | Stock-Other | 1.51% | — | +8.49% | |
| 21 | GNRC | Generac Holdings Inc | Stock-Industrials | 1.37% | +0.35% | +0.99% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.35% | +0.06% | +4.54% | |
| 23 | CNC | Centene CORP | Stock-Healthcare | 1.29% | — | +4.09% | |
| 24 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 1.22% | -0.27% | +1.98% | |
| 25 | EPAM | Epam Systems Inc | Stock-Tech | 1.12% | — | +1.60% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 1.12% | +0.01% | +3.10% | |
| 27 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 1.05% | — | +2.47% | |
| 28 | ALGN | Align Technology Inc | Stock-Healthcare | 1.01% | — | +3.13% | |
| 29 | FANG | Diamondback Energy Inc | Stock-Energy | 0.91% | — | +2.08% | |
| 30 | KEYS | Keysight Technologies In | Stock-Tech | 0.90% | +0.06% | +6.32% | |
| 31 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.90% | -0.18% | +1.66% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.89% | +0.04% | — | |
| 33 | PWR | Quanta Services Inc | Stock-Industrials | 0.86% | -0.41% | +0.54% | |
| 34 | FTNT | Fortinet Inc | Stock-Tech | 0.86% | +0.61% | — | |
| 35 | GXO | Gxo Logistics Inc | Stock-Industrials | 0.70% | — | +2.14% | |
| 36 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.63% | -0.01% | -8.26% | |
| 37 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.58% | -0.19% | -37.11% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.55% | -0.02% | +6.29% | |
| 39 | CSX | Csx CORP | Stock-Industrials | 0.48% | +0.03% | -0.01% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.42% | +0.02% | +0.05% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.42% | — | +0.63% | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.39% | -0.06% | -0.03% | |
| 43 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.37% | -0.03% | +0.65% | |
| 44 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.35% | +0.10% | — | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | +0.01% | -1.74% | |
| 46 | MUSA | Murphy USA Inc | Stock-Consumer Disc | 0.31% | — | +2.12% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.26% | -0.02% | +4.16% | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.26% | +0.01% | — | |
| 49 | MSFT | Microsoft CORP | Stock-Tech | 0.26% | +0.74% | +7.42% | |
| 50 | CARR | Carrier Global CORP | Stock-Industrials | 0.25% | +0.03% | +0.24% |
According to official SEC Form 13F filings, Meridian Management Co reported a total U.S. public equity portfolio value of $445.6M across 93 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 32.7% of total reported equity market value during Q3 2024.
During Q3 2024, Meridian Management Co's top holdings by market value included IVV (10.0%)、VEA (9.8%)、VWO (6.6%). The largest single position, IVV, represented 10.0% of total portfolio value.
In Q3 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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