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CIK: 0000806097
Total reported value
$445.6M
$445.6M
76 檔
31.6%
During the Q2 2025 filing period, Meridian Management Co (CIK: 0000806097) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $445.6M across 76 reported positions.
During Q2 2025, 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 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 12.46% | -0.17% | +18.15% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.63% | +0.25% | +2.31% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 7.34% | -0.25% | +14.53% | |
| 4 | GVI | Ishares Intermediate Governm | ETF-Other | 5.31% | -0.63% | +9.37% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.70% | +0.16% | +58.13% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.53% | +0.04% | -29.48% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.49% | -2.39% | +15.47% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.38% | +0.12% | -9.67% | |
| 9 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.65% | -0.18% | +32.74% | |
| 10 | INTF | Ishares International Equity | ETF-Other | 2.47% | -0.14% | -5.70% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 2.17% | -0.44% | -40.28% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.86% | -0.10% | +2.19% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.84% | -0.18% | -14.91% | |
| 14 | GNRC | Generac Holdings Inc | Stock-Industrials | 1.84% | +0.35% | +8.68% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.71% | +0.06% | +12.23% | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.69% | +0.07% | -44.62% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.67% | — | -46.23% | |
| 18 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 1.67% | -0.27% | +2.83% | |
| 19 | CPAY | Corpay Inc | Stock-Tech | 1.62% | -0.01% | -5.49% | |
| 20 | KEYS | Keysight Technologies In | Stock-Tech | 1.60% | +0.06% | +9.13% | |
| 21 | CRM | Salesforce Inc | Stock-Tech | 1.53% | +0.10% | +8.62% | |
| 22 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.50% | — | +3.55% | |
| 23 | DE | Deere & Co | Stock-Industrials | 1.48% | -0.04% | — | |
| 24 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.45% | -0.17% | — | |
| 25 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 1.38% | — | +5.49% | |
| 26 | EPAM | Epam Systems Inc | Stock-Tech | 1.37% | — | +13.71% | |
| 27 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.30% | -0.18% | +91.02% | |
| 28 | FTNT | Fortinet Inc | Stock-Tech | 1.20% | +0.61% | +8.56% | |
| 29 | ADBE | Adobe Inc | Stock-Tech | 1.10% | -0.92% | EXIT | |
| 30 | PWR | Quanta Services Inc | Stock-Industrials | 1.09% | -0.41% | -7.52% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 1.03% | +0.01% | -25.95% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.02% | +0.04% | — | |
| 33 | AAPL | Apple Inc | Stock-Tech | 1.00% | -0.07% | +0.07% | |
| 34 | FANG | Diamondback Energy Inc | Stock-Energy | 0.90% | — | +12.40% | |
| 35 | NICE | Nice LTD - Spon Adr | Stock-Tech | 0.85% | — | +14.34% | |
| 36 | WDAY | Workday Inc-class A | Stock-Tech | 0.84% | — | +11.54% | |
| 37 | FISV | Fiserv Inc | Stock-Other | 0.69% | — | +28.50% | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 0.53% | -0.06% | -2.62% | |
| 39 | CSX | Csx CORP | Stock-Industrials | 0.52% | +0.03% | -0.09% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.51% | +0.02% | — | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.48% | -0.02% | -13.82% | |
| 42 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.46% | +0.10% | — | |
| 43 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.45% | -0.19% | -25.94% | |
| 44 | GE | General Electric | Stock-Industrials | 0.36% | +0.07% | -0.37% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | +0.01% | — | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.31% | +0.01% | — | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.23% | +0.02% | — | |
| 48 | CARR | Carrier Global CORP | Stock-Industrials | 0.23% | +0.03% | — | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.22% | -0.02% | — | |
| 50 | GEV | GE Vernova Inc | Stock-Industrials | 0.22% | +0.06% | — |
According to official SEC Form 13F filings, Meridian Management Co reported a total U.S. public equity portfolio value of $445.6M across 76 disclosed positions in Q2 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 31.6% of total reported equity market value during Q2 2025.
During Q2 2025, Meridian Management Co's top holdings by market value included VEA (12.5%)、IVV (8.6%)、VCIT (7.3%). The largest single position, VEA, represented 12.5% of total portfolio value.
In Q2 2025, 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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