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CIK: 0000806097
Total reported value
$445.6M
$445.6M
100 檔
31.0%
According to the latest 13F quarterly dataset, Meridian Management Co managed an equity portfolio of $445.6M at the end of Q4 2024, spanning 100 distinct U.S. exchange-listed positions.
During Q4 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 | 10.15% | +0.25% | -4.34% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.51% | -0.17% | +3.04% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 6.09% | -0.25% | +0.85% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.03% | +0.04% | -4.00% | |
| 5 | GVI | Ishares Intermediate Governm | ETF-Other | 4.58% | -0.63% | +0.85% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.26% | +0.12% | +4.99% | |
| 7 | WMT | Walmart Inc | Stock-Consumer Staples | 3.43% | -0.44% | -2.44% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.30% | +0.07% | +71.40% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.20% | — | -13.65% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.09% | +0.16% | +5.31% | |
| 11 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.81% | -2.39% | -0.68% | |
| 12 | INTF | Ishares International Equity | ETF-Other | 2.24% | -0.14% | -25.41% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.98% | -0.18% | -2.75% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.89% | -0.10% | -2.52% | |
| 15 | CRM | Salesforce Inc | Stock-Tech | 1.85% | +0.10% | -6.25% | |
| 16 | CPAY | Corpay Inc | Stock-Tech | 1.77% | -0.01% | -7.32% | |
| 17 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.76% | — | -7.05% | |
| 18 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.74% | -0.18% | +8.47% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.67% | -0.07% | -24.77% | |
| 20 | FISV | Fiserv Inc | Stock-Other | 1.65% | — | -7.72% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.50% | +0.06% | -5.82% | |
| 22 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 1.33% | -0.27% | -5.63% | |
| 23 | GNRC | Generac Holdings Inc | Stock-Industrials | 1.31% | +0.35% | -5.70% | |
| 24 | EPAM | Epam Systems Inc | Stock-Tech | 1.31% | — | -4.73% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 1.27% | +0.01% | -4.42% | |
| 26 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 1.06% | — | -6.87% | |
| 27 | FTNT | Fortinet Inc | Stock-Tech | 1.03% | +0.61% | -4.86% | |
| 28 | KEYS | Keysight Technologies In | Stock-Tech | 0.93% | +0.06% | -1.38% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.90% | +0.04% | -9.11% | |
| 30 | PWR | Quanta Services Inc | Stock-Industrials | 0.89% | -0.41% | -5.70% | |
| 31 | FANG | Diamondback Energy Inc | Stock-Energy | 0.87% | — | -3.79% | |
| 32 | WDAY | Workday Inc-class A | Stock-Tech | 0.83% | — | — | |
| 33 | NICE | Nice LTD - Spon Adr | Stock-Tech | 0.78% | — | — | |
| 34 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.73% | -0.18% | -6.22% | |
| 35 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.69% | -0.19% | -7.18% | |
| 36 | ALGN | Align Technology Inc | Stock-Healthcare | 0.62% | — | -27.78% | |
| 37 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.54% | -0.01% | +73.61% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.50% | — | +9.67% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.50% | -0.02% | -0.47% | |
| 40 | CSX | Csx CORP | Stock-Industrials | 0.46% | +0.03% | -0.06% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.43% | +0.02% | +0.09% | |
| 42 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.42% | -0.03% | +0.67% | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.39% | -0.06% | +1.96% | |
| 44 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.39% | +0.10% | — | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | +0.01% | — | |
| 46 | MUSA | Murphy USA Inc | Stock-Consumer Disc | 0.32% | — | +0.08% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | — | +3.55% | |
| 48 | MSFT | Microsoft CORP | Stock-Tech | 0.28% | +0.74% | +6.82% | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.27% | +0.01% | — | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.26% | -0.02% | +200.91% |
According to official SEC Form 13F filings, Meridian Management Co reported a total U.S. public equity portfolio value of $445.6M across 100 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, VEA, VCIT) accounted for 31.0% of total reported equity market value during Q4 2024.
During Q4 2024, Meridian Management Co's top holdings by market value included IVV (10.2%)、VEA (9.5%)、VCIT (6.1%). The largest single position, IVV, represented 10.2% of total portfolio value.
In Q4 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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