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CIK: 0000806097
Total reported value
$445.6M
$445.6M
81 檔
33.0%
The Q1 2026 SEC filing reveals that Meridian Management Co held a total portfolio value of $445.6M, covering 81 public equity positions.
Meridian Management Co executed strategic sector rebalancing during Q1 2026, establishing 8 new positions while fully exiting 7 holdings and trimming 25 positions.
In terms of portfolio concentration, the top 5 core holdings (including VEA, VCIT, IVV) accounted for 33.0% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.62% | -0.17% | -3.88% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 8.19% | -0.25% | +5.09% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.61% | +0.25% | -8.96% | |
| 4 | GVI | Ishares Intermediate Governm | ETF-Other | 6.11% | -0.63% | +1.82% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.10% | +0.16% | -0.66% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.04% | +0.04% | +8.42% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.23% | +0.12% | -8.48% | |
| 8 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 3.12% | -0.18% | +6.85% | |
| 9 | INTF | Ishares International Equity | ETF-Other | 2.59% | -0.14% | -1.55% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 2.50% | -0.44% | — | |
| 11 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.49% | -2.39% | -36.84% | |
| 12 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 2.18% | -0.08% | -0.18% | |
| 13 | DE | Deere & Co | Stock-Industrials | 1.81% | -0.04% | +0.69% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.77% | +2.38% | +3323.76% | |
| 15 | KEYS | Keysight Technologies In | Stock-Tech | 1.64% | +0.06% | -37.78% | |
| 16 | CPAY | Corpay Inc | Stock-Tech | 1.60% | -0.01% | +0.24% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.59% | -0.10% | +0.42% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.48% | +0.06% | -35.65% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.42% | +0.07% | -6.66% | |
| 20 | GNRC | Generac Holdings Inc | Stock-Industrials | 1.39% | +0.35% | -0.15% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.38% | — | -0.21% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.38% | -0.18% | +0.57% | |
| 23 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.30% | -0.18% | -1.64% | |
| 24 | PWR | Quanta Services Inc | Stock-Industrials | 1.26% | -0.41% | -5.90% | |
| 25 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.24% | -0.17% | -0.48% | |
| 26 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.20% | -0.01% | — | |
| 27 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 1.15% | -0.27% | -17.32% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 1.13% | -0.07% | -1.16% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 1.10% | +0.01% | +2.22% | |
| 30 | CRM | Salesforce Inc | Stock-Tech | 1.09% | +0.10% | -0.27% | |
| 31 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.96% | -0.19% | +5.75% | |
| 32 | FTNT | Fortinet Inc | Stock-Tech | 0.95% | +0.61% | +0.56% | |
| 33 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.93% | +0.37% | — | |
| 34 | ADBE | Adobe Inc | Stock-Tech | 0.92% | -0.92% | EXIT | |
| 35 | INTU | Intuit Inc | Stock-Tech | 0.92% | -0.92% | EXIT | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.85% | +0.27% | +0.10% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.81% | +0.04% | -8.76% | |
| 38 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.79% | -0.79% | EXIT | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.73% | +0.39% | +0.30% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.72% | -0.72% | EXIT | |
| 41 | SPGI | S&p Global Inc | Stock-Financials | 0.64% | -0.12% | — | |
| 42 | RMD | Resmed Inc | Stock-Healthcare | 0.63% | -0.04% | +0.62% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.61% | +0.74% | +1135.63% | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.58% | -0.06% | -0.82% | |
| 45 | ICE | Intercontinental Exchange In | Stock-Financials | 0.58% | -0.16% | — | |
| 46 | CSX | Csx CORP | Stock-Industrials | 0.55% | +0.03% | — | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.49% | -0.02% | — | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.44% | +0.02% | — | |
| 49 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.42% | -0.03% | — | |
| 50 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.42% | +0.10% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +1.7% | +3323.76% | Add |
| 2 | MSFT | Microsoft CORP | +0.6% | +1135.63% | Add |
| 3 | GNRC | Generac Holdings Inc | +0.4% | -0.15% | Trim |
| 4 | TPL | Texas Pacific Land CORP | +0.4% | +5.75% | Add |
| 5 | VWO | Vanguard Ftse Emerging Marke | +0.4% | +8.42% | Add |
| 6 | VCIT | Vanguard Int-term Corporate | +0.4% | +5.09% | Add |
| 7 | DE | Deere & Co | +0.3% | +0.69% | Add |
| 8 | WMT | Walmart Inc | +0.3% | — | Unchanged |
| 9 | PWR | Quanta Services Inc | +0.2% | -5.90% | Trim |
| 10 | IEF | Ishares 7-10 Year Treasury B | +0.2% | +6.85% | Add |
| 11 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -0.66% | Trim |
| 12 | GVI | Ishares Intermediate Governm | +0.1% | +1.82% | Add |
| 13 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | — | Unchanged |
| 14 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +20.77% | Add |
| 15 | CSX | Csx CORP | +0.1% | — | Unchanged |
| 16 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 17 | XOM | Exxon Mobil CORP | +0.1% | — | Unchanged |
| 18 | EWJ | Ishares Msci Japan ETF | +0.1% | — | Unchanged |
| 19 | INTF | Ishares International Equity | +0.1% | -1.55% | Trim |
| 20 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 21 | FTNT | Fortinet Inc | 0% | +0.56% | Add |
| 22 | LMT | Lockheed Martin CORP | 0% | — | Unchanged |
| 23 | RTX | Rtx CORP | 0% | -0.82% | Trim |
| 24 | BMY | Bristol-myers Squibb Co | 0% | — | Unchanged |
| 25 | FDX | Fedex CORP | 0% | — | Unchanged |
| 26 | HDV | Ishares Core High Dividend E | 0% | — | Unchanged |
| 27 | LHX | L3harris Technologies Inc | 0% | — | Unchanged |
| 28 | CARR | Carrier Global CORP | 0% | — | Unchanged |
| 29 | PFE | Pfizer Inc | 0% | — | Unchanged |
| 30 | EWC | Ishares Msci Canada ETF | 0% | — | Unchanged |
| 31 | VYM | Vanguard High Dvd Yield ETF | 0% | — | Unchanged |
| 32 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 33 | IYH | Ishares U.s. Healthcare ETF | — | — | Unchanged |
| 34 | DIA | Ss Spdr Dow Jones Indus Avg | — | — | Unchanged |
| 35 | VTI | Vanguard Total Stock Mkt ETF | — | — | Unchanged |
| 36 | MCD | Mcdonald's CORP | — | — | Unchanged |
| 37 | IEUR | Ishares Core Msci Europe ETF | 0% | -0.18% | Trim |
| 38 | VO | Vanguard Mid-cap ETF | 0% | -0.21% | Trim |
| 39 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 40 | OTIS | Otis Worldwide CORP | 0% | -0.12% | Trim |
| 41 | ITOT | Ishares Core S&p Total U.s. | 0% | — | Unchanged |
| 42 | IWP | Ishares Russell Mid-cap Grow | 0% | — | Unchanged |
| 43 | CRK | Comstock Resources Inc | 0% | — | Unchanged |
| 44 | RF | Regions Financial CORP | 0% | -2.68% | Trim |
| 45 | IVW | Ishares S&p 500 Growth ETF | 0% | — | Unchanged |
| 46 | IWM | Ishares Russell 2000 ETF | 0% | -23.08% | Trim |
| 47 | IYW | Ishares Ustechnology ETF | 0% | — | Unchanged |
| 48 | FLOT | Ishares Floating Rate Bond E | 0% | -35.60% | Trim |
| 49 | GE | General Electric | 0% | — | Unchanged |
| 50 | RMD | Resmed Inc | 0% | +0.62% | Add |
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 Q1 2026.
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.
Top New Position Initiated
INTU
市值: $3.7M
Top Position Liquidated / Trimmed
WDAY
前期市值: $2.7M
During Q1 2026, Meridian Management Co's top holdings by market value included VEA (9.6%)、VCIT (8.2%)、IVV (7.6%). The largest single position, VEA, represented 9.6% of total portfolio value.
In Q1 2026, Meridian Management Co made 59 total portfolio adjustments, initiating 8 new buys, adding to 19 positions, trimming 25 holdings, and fully liquidating 7 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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