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CIK: 0000806097
Total reported value
$445.6M
$445.6M
80 檔
33.8%
In Q4 2025, Meridian Management Co's U.S. equity holdings reached a combined market value of $445.6M, distributed across 80 disclosed stock positions.
In Q4 2025, Meridian Management Co displayed an active expansion posture, initiating 2 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.71% | -0.17% | +9.89% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.72% | +0.25% | +1.55% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 7.84% | -0.25% | +10.34% | |
| 4 | GVI | Ishares Intermediate Governm | ETF-Other | 6.01% | -0.63% | +16.88% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.99% | +0.16% | +7.13% | |
| 6 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.91% | -2.39% | +15.67% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.69% | +0.04% | +5.14% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.39% | +0.12% | +2.85% | |
| 9 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.93% | -0.18% | +10.60% | |
| 10 | INTF | Ishares International Equity | ETF-Other | 2.53% | -0.14% | +1.56% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.50% | +0.06% | +0.14% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 2.23% | -0.44% | -0.49% | |
| 13 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 2.19% | -0.08% | — | |
| 14 | KEYS | Keysight Technologies In | Stock-Tech | 1.89% | +0.06% | +3.84% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.75% | -0.10% | +4.58% | |
| 16 | CPAY | Corpay Inc | Stock-Tech | 1.65% | -0.01% | +17.48% | |
| 17 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.63% | -0.17% | +1.07% | |
| 18 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 1.61% | -0.27% | +4.42% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.57% | -0.18% | +11.89% | |
| 20 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.55% | -0.18% | +3.94% | |
| 21 | CRM | Salesforce Inc | Stock-Tech | 1.54% | +0.10% | +5.99% | |
| 22 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.48% | +0.07% | -2.68% | |
| 23 | DE | Deere & Co | Stock-Industrials | 1.48% | -0.04% | +9.11% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.39% | — | -2.79% | |
| 25 | ADBE | Adobe Inc | Stock-Tech | 1.32% | -0.92% | EXIT | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 1.24% | +0.01% | +30.17% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 1.22% | -0.07% | +1.84% | |
| 28 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.14% | -0.01% | — | |
| 29 | PWR | Quanta Services Inc | Stock-Industrials | 1.02% | -0.41% | +0.23% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.98% | +0.04% | — | |
| 31 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.97% | +0.35% | +7.84% | |
| 32 | FTNT | Fortinet Inc | Stock-Tech | 0.92% | +0.61% | +4.57% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.91% | +0.27% | +966.34% | |
| 34 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.85% | +0.37% | — | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.81% | +0.39% | +983.85% | |
| 36 | WDAY | Workday Inc-class A | Stock-Tech | 0.68% | — | -6.63% | |
| 37 | RMD | Resmed Inc | Stock-Healthcare | 0.67% | -0.04% | +22.13% | |
| 38 | XLK | Ss Technology Select Sector | ETF-Tech | 0.56% | — | — | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.55% | -0.06% | — | |
| 40 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.55% | -0.19% | +206.25% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.54% | +0.02% | — | |
| 42 | NICE | Nice LTD - Spon Adr | Stock-Tech | 0.52% | — | -21.76% | |
| 43 | CSX | Csx CORP | Stock-Industrials | 0.48% | +0.03% | — | |
| 44 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.45% | +0.10% | — | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.45% | -0.02% | — | |
| 46 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.41% | -0.03% | — | |
| 47 | GE | General Electric | Stock-Industrials | 0.37% | +0.07% | — | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | +0.01% | -1.95% | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.30% | +0.01% | — | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.22% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.8% | +966.34% | Add |
| 2 | AVGO | Broadcom Inc | +0.7% | +983.85% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.6% | +9.89% | Add |
| 4 | GVI | Ishares Intermediate Governm | +0.5% | +16.88% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.4% | +0.14% | Add |
| 6 | V | Visa Inc-class A Shares | +0.2% | +30.17% | Add |
| 7 | TIP | Ishares Tips Bond ETF | +0.2% | +15.67% | Add |
| 8 | KEYS | Keysight Technologies In | +0.2% | +3.84% | Add |
| 9 | CPAY | Corpay Inc | +0.2% | +17.48% | Add |
| 10 | TMO | Thermo Fisher Scientific Inc | +0.2% | +3.94% | Add |
| 11 | IQV | Iqvia Holdings Inc | +0.2% | +1.07% | Add |
| 12 | CRM | Salesforce Inc | +0.1% | +5.99% | Add |
| 13 | VCIT | Vanguard Int-term Corporate | +0.1% | +10.34% | Add |
| 14 | ULTA | Ulta Beauty Inc | +0.1% | +4.42% | Add |
| 15 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +10.60% | Add |
| 16 | DE | Deere & Co | 0% | +9.11% | Add |
| 17 | AMZN | Amazon.com Inc | 0% | +4.58% | Add |
| 18 | BMY | Bristol-myers Squibb Co | 0% | -0.06% | Trim |
| 19 | SCHR | Schwab Intermediate-term US | 0% | +19.21% | Add |
| 20 | IJH | Ishares Core S&p Midcap ETF | 0% | +7.13% | Add |
| 21 | AAPL | Apple Inc | 0% | +1.84% | Add |
| 22 | FDX | Fedex CORP | 0% | — | Unchanged |
| 23 | CRK | Comstock Resources Inc | 0% | — | Unchanged |
| 24 | RTX | Rtx CORP | — | — | Unchanged |
| 25 | EWC | Ishares Msci Canada ETF | — | — | Unchanged |
| 26 | WMT | Walmart Inc | 0% | -0.49% | Trim |
| 27 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | — | Unchanged |
| 28 | RMD | Resmed Inc | 0% | +22.13% | Add |
| 29 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 30 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 31 | MSFT | Microsoft CORP | 0% | -12.28% | Trim |
| 32 | INTF | Ishares International Equity | 0% | +1.56% | Add |
| 33 | CARR | Carrier Global CORP | 0% | — | Unchanged |
| 34 | PWR | Quanta Services Inc | -0.1% | +0.23% | Add |
| 35 | IEUR | Ishares Core Msci Europe ETF | -0.1% | — | Unchanged |
| 36 | TPL | Texas Pacific Land CORP | -0.1% | +206.25% | Add |
| 37 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +5.14% | Add |
| 38 | IJR | Ishares Core S&p Small-cap E | -0.1% | +2.85% | Add |
| 39 | COIN | Coinbase Global Inc -class A | -0.1% | -7.55% | Trim |
| 40 | VO | Vanguard Mid-cap ETF | -0.2% | -2.79% | Trim |
| 41 | WDAY | Workday Inc-class A | -0.2% | -6.63% | Trim |
| 42 | GNRC | Generac Holdings Inc | -0.2% | +7.84% | Add |
| 43 | ADBE | Adobe Inc | -0.3% | -9.03% | Trim |
| 44 | IVV | Ishares Core S&p 500 ETF | -0.4% | +1.55% | Add |
| 45 | NICE | Nice LTD - Spon Adr | -0.4% | -21.76% | Trim |
| 46 | ZBRA | Zebra Technologies Corp-cl A | — | EXIT | Sold out |
| 47 | FANG | Diamondback Energy Inc | — | EXIT | Sold out |
| 48 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 49 | PYPL | Paypal Holdings Inc | — | EXIT | Sold out |
| 50 | AGG | Ishares Core U.s. Aggregate | — | 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 80 disclosed positions in Q4 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 33.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
XLK
市值: $2.3M
Top Position Liquidated / Trimmed
ZBRA
前期市值: $4.5M
During Q4 2025, Meridian Management Co's top holdings by market value included VEA (9.7%)、IVV (8.7%)、VCIT (7.8%). The largest single position, VEA, represented 9.7% of total portfolio value.
In Q4 2025, Meridian Management Co made 41 total portfolio adjustments, initiating 2 new buys, adding to 28 positions, trimming 8 holdings, and fully liquidating 3 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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