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CIK: 0000806097
Total reported value
$445.6M
$445.6M
71 檔
27.9%
As reported in its official Q1 2025 Form 13F filing, Meridian Management Co's tracked investment portfolio stood at $445.6M with 71 total positions.
In Q1 2025, Meridian Management Co displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.80% | -0.17% | -9.00% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.46% | +0.25% | -25.74% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 7.18% | -0.25% | -1.56% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.61% | +0.04% | -9.29% | |
| 5 | GVI | Ishares Intermediate Governm | ETF-Other | 5.48% | -0.63% | +0.05% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.02% | +0.12% | -11.60% | |
| 7 | WMT | Walmart Inc | Stock-Consumer Staples | 3.70% | -0.44% | -5.54% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.46% | -2.39% | +0.63% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.18% | — | -13.61% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.15% | +0.07% | -10.41% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.11% | +0.16% | -8.45% | |
| 12 | INTF | Ishares International Equity | ETF-Other | 2.71% | -0.14% | -4.08% | |
| 13 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.27% | -0.18% | +7.55% | |
| 14 | CPAY | Corpay Inc | Stock-Tech | 2.10% | -0.01% | -1.79% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.82% | -0.18% | -20.15% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.68% | -0.10% | -12.63% | |
| 17 | CRM | Salesforce Inc | Stock-Tech | 1.66% | +0.10% | -5.18% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.60% | +0.01% | -3.39% | |
| 19 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.56% | — | -1.40% | |
| 20 | KEYS | Keysight Technologies In | Stock-Tech | 1.51% | +0.06% | +48.98% | |
| 21 | EPAM | Epam Systems Inc | Stock-Tech | 1.46% | — | +32.00% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.40% | +0.06% | -3.37% | |
| 23 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 1.31% | -0.27% | -0.87% | |
| 24 | GNRC | Generac Holdings Inc | Stock-Industrials | 1.25% | +0.35% | -0.67% | |
| 25 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 1.23% | — | +34.89% | |
| 26 | FTNT | Fortinet Inc | Stock-Tech | 1.21% | +0.61% | -1.75% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 1.21% | -0.07% | -30.66% | |
| 28 | FANG | Diamondback Energy Inc | Stock-Energy | 0.97% | — | -2.41% | |
| 29 | FISV | Fiserv Inc | Stock-Other | 0.96% | — | -53.95% | |
| 30 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.95% | -0.19% | -2.57% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.95% | +0.04% | — | |
| 32 | WDAY | Workday Inc-class A | Stock-Tech | 0.87% | — | -1.76% | |
| 33 | PWR | Quanta Services Inc | Stock-Industrials | 0.84% | -0.41% | -0.38% | |
| 34 | NICE | Nice LTD - Spon Adr | Stock-Tech | 0.83% | — | -0.45% | |
| 35 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.82% | -0.18% | -0.49% | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.66% | -0.02% | -1.00% | |
| 37 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.63% | -0.01% | -4.21% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.56% | +0.02% | -2.18% | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.51% | -0.06% | -2.46% | |
| 40 | CSX | Csx CORP | Stock-Industrials | 0.49% | +0.03% | -1.01% | |
| 41 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.40% | +0.10% | — | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | +0.01% | -11.38% | |
| 43 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.31% | +0.01% | — | |
| 44 | GE | General Electric | Stock-Industrials | 0.30% | +0.07% | -6.16% | |
| 45 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.27% | -0.03% | -49.90% | |
| 46 | CARR | Carrier Global CORP | Stock-Industrials | 0.24% | +0.03% | -2.89% | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.21% | +0.02% | — | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.19% | -0.01% | — | |
| 49 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.19% | -0.02% | -1.74% | |
| 50 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.19% | — | — |
According to official SEC Form 13F filings, Meridian Management Co reported a total U.S. public equity portfolio value of $445.6M across 71 disclosed positions in Q1 2025.
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 VEA, IVV, VCIT) accounted for 27.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
VEA
市值: $34.9M
During Q1 2025, Meridian Management Co's top holdings by market value included VEA (10.8%)、IVV (8.5%)、VCIT (7.2%). The largest single position, VEA, represented 10.8% of total portfolio value.
In Q1 2025, Meridian Management Co made 50 total portfolio adjustments, initiating 50 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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