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CIK: 0000806097
Total reported value
$445.6M
$445.6M
81 檔
30.6%
According to the latest 13F quarterly dataset, Meridian Management Co managed an equity portfolio of $445.6M at the end of Q3 2025, spanning 81 distinct U.S. exchange-listed positions.
In Q3 2025, Meridian Management Co displayed an active expansion posture, initiating 12 new positions and adding to 15 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.16% | -0.17% | -29.57% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.07% | +0.25% | +1.88% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 7.72% | -0.25% | +5.65% | |
| 4 | GVI | Ishares Intermediate Governm | ETF-Other | 5.56% | -0.63% | +5.99% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.98% | +0.16% | +4.56% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.82% | +0.04% | -20.67% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.70% | -2.39% | +6.80% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.53% | +0.12% | -1.05% | |
| 9 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.87% | -0.18% | +9.01% | |
| 10 | INTF | Ishares International Equity | ETF-Other | 2.56% | -0.14% | -0.12% | |
| 11 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 2.27% | -0.08% | — | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 2.24% | -0.44% | +0.06% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.10% | +0.06% | -0.58% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.72% | -0.10% | +0.52% | |
| 15 | KEYS | Keysight Technologies In | Stock-Tech | 1.69% | +0.06% | +1.49% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.69% | -0.18% | -1.16% | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.61% | +0.07% | -10.22% | |
| 18 | ADBE | Adobe Inc | Stock-Tech | 1.58% | -0.92% | EXIT | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.57% | — | -6.55% | |
| 20 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 1.50% | -0.27% | -13.29% | |
| 21 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.47% | -0.17% | +1.23% | |
| 22 | CPAY | Corpay Inc | Stock-Tech | 1.45% | -0.01% | +2.24% | |
| 23 | DE | Deere & Co | Stock-Industrials | 1.44% | -0.04% | +13.40% | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 1.41% | +0.10% | +2.36% | |
| 25 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.35% | -0.18% | +2.04% | |
| 26 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.23% | -0.01% | — | |
| 27 | AAPL | Apple Inc | Stock-Tech | 1.21% | -0.07% | +1.12% | |
| 28 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 1.20% | — | +1.25% | |
| 29 | GNRC | Generac Holdings Inc | Stock-Industrials | 1.19% | +0.35% | -23.23% | |
| 30 | PWR | Quanta Services Inc | Stock-Industrials | 1.08% | -0.41% | -0.49% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.05% | +0.04% | -1.32% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 1.01% | +0.01% | +0.56% | |
| 33 | FTNT | Fortinet Inc | Stock-Tech | 1.00% | +0.61% | +1.14% | |
| 34 | NICE | Nice LTD - Spon Adr | Stock-Tech | 0.92% | — | +18.57% | |
| 35 | WDAY | Workday Inc-class A | Stock-Tech | 0.88% | — | +2.16% | |
| 36 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.86% | +0.37% | — | |
| 37 | FANG | Diamondback Energy Inc | Stock-Energy | 0.83% | — | -1.93% | |
| 38 | RMD | Resmed Inc | Stock-Healthcare | 0.68% | -0.04% | — | |
| 39 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.63% | -0.19% | +46.33% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.55% | +0.02% | — | |
| 41 | RTX | Rtx CORP | Stock-Industrials | 0.55% | -0.06% | — | |
| 42 | CSX | Csx CORP | Stock-Industrials | 0.51% | +0.03% | — | |
| 43 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.48% | +0.10% | — | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.46% | -0.02% | -0.00% | |
| 45 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.41% | -0.03% | — | |
| 46 | GE | General Electric | Stock-Industrials | 0.39% | +0.07% | — | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | +0.01% | — | |
| 48 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.33% | -0.15% | EXIT | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.32% | +0.01% | — | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.23% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | +1.9% | +4.56% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.7% | -0.58% | Add |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.6% | +1.88% | Add |
| 4 | IEF | Ishares 7-10 Year Treasury B | +0.6% | +9.01% | Add |
| 5 | VCIT | Vanguard Int-term Corporate | +0.5% | +5.65% | Add |
| 6 | TMO | Thermo Fisher Scientific Inc | +0.5% | +2.04% | Add |
| 7 | TIP | Ishares Tips Bond ETF | +0.2% | +6.80% | Add |
| 8 | PWR | Quanta Services Inc | +0.2% | -0.49% | Trim |
| 9 | ULTA | Ulta Beauty Inc | +0.2% | -13.29% | Trim |
| 10 | KEYS | Keysight Technologies In | +0.2% | +1.49% | Add |
| 11 | IWF | Ishares Russell 1000 Growth | +0.1% | -1.32% | Trim |
| 12 | NICE | Nice LTD - Spon Adr | +0.1% | +18.57% | Add |
| 13 | GE | General Electric | +0.1% | — | Trim |
| 14 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 15 | GVI | Ishares Intermediate Governm | +0.1% | +5.99% | Add |
| 16 | IYW | Ishares Ustechnology ETF | +0.1% | — | Unchanged |
| 17 | AMZN | Amazon.com Inc | 0% | +0.52% | Add |
| 18 | RTX | Rtx CORP | 0% | — | Trim |
| 19 | CSX | Csx CORP | 0% | — | Trim |
| 20 | WDAY | Workday Inc-class A | 0% | +2.16% | Add |
| 21 | AAPL | Apple Inc | — | +1.12% | Add |
| 22 | ZBRA | Zebra Technologies Corp-cl A | 0% | +1.25% | Add |
| 23 | GNRC | Generac Holdings Inc | -0.1% | -23.23% | Trim |
| 24 | META | Meta Platforms Inc-class A | -0.1% | -1.16% | Trim |
| 25 | INTF | Ishares International Equity | -0.2% | -0.12% | Trim |
| 26 | KO | Coca-cola Co/the | -0.2% | -0.00% | Trim |
| 27 | TPL | Texas Pacific Land CORP | -0.3% | +46.33% | Add |
| 28 | SCHR | Schwab Intermediate-term US | -0.5% | -28.51% | Trim |
| 29 | V | Visa Inc-class A Shares | -0.6% | +0.56% | Trim |
| 30 | CPAY | Corpay Inc | -0.7% | +2.24% | Trim |
| 31 | PYPL | Paypal Holdings Inc | -1.4% | -91.83% | Trim |
| 32 | WMT | Walmart Inc | -1.5% | +0.06% | Trim |
| 33 | SCHA | Schwab US Small-cap ETF | -1.5% | -10.22% | Trim |
| 34 | VO | Vanguard Mid-cap ETF | -1.6% | -6.55% | Trim |
| 35 | VEA | Vanguard Ftse Developed ETF | -1.6% | -29.57% | Trim |
| 36 | VWO | Vanguard Ftse Emerging Marke | -2.8% | -20.67% | Trim |
| 37 | IEUR | Ishares Core Msci Europe ETF | — | NEW | New buy |
| 38 | ADBE | Adobe Inc | — | NEW | New buy |
| 39 | IQV | Iqvia Holdings Inc | — | NEW | New buy |
| 40 | DE | Deere & Co | — | NEW | New buy |
| 41 | EPAM | Epam Systems Inc | — | EXIT | Sold out |
| 42 | EWJ | Ishares Msci Japan ETF | — | NEW | New buy |
| 43 | EMXC | Ishares Msci Emr Mrk Ex Chna | — | NEW | New buy |
| 44 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 45 | RMD | Resmed Inc | — | NEW | New buy |
| 46 | EWC | Ishares Msci Canada ETF | — | NEW | New buy |
| 47 | COIN | Coinbase Global Inc -class A | — | NEW | New buy |
| 48 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 49 | SCHQ | Schwab Long-term US Treasury | — | NEW | New buy |
| 50 | AVGO | Broadcom Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Meridian Management Co reported a total U.S. public equity portfolio value of $445.6M across 81 disclosed positions in Q3 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 30.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
IEUR
市值: $8.5M
Top Position Liquidated / Trimmed
EPAM
前期市值: $4.7M
During Q3 2025, Meridian Management Co's top holdings by market value included VEA (9.2%)、IVV (9.1%)、VCIT (7.7%). The largest single position, VEA, represented 9.2% of total portfolio value.
In Q3 2025, Meridian Management Co made 48 total portfolio adjustments, initiating 12 new buys, adding to 15 positions, trimming 19 holdings, and fully liquidating 2 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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