MM

Meridian Management Co

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$401.9M

Reporting period: 2026-03-31 · Number of holdings: 101

MERIDIAN MANAGEMENT CO disclosed 101 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $401.9M and a quarterly turnover rate of 19.2%.

Personality snowflake

Concentration
15.51
Portfolio Stability
19.17
Momentum/Contrarian
100
Sector conviction
51.84
Diversification
100
Sizing Uniformity
85.28

Recent moves

  • Add AGG

    +3323.8%　$6.9M

  • Trim TIP

    -36.8%　-$5.8M

  • Trim IVV

    -9.0%　-$4.6M

  • Trim GOOG

    -35.7%　-$4.2M

  • Add MSFT

    +1135.6%　$2.2M

  • Trim ULTA

    -17.3%　-$1.9M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 81 holdings (of 101 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VEAVanguard Ftse Developed ETFETF-Other9.62%-0.09%-3.88%
2VCITVanguard Int-term CorporateETF-Corp Bonds8.19%+0.35%+5.09%
3IVVIshares Core S&p 500 ETFETF-Large Cap & Growth7.61%-1.11%-8.96%
4GVIIshares Intermediate GovernmETF-Other6.11%+0.10%+1.82%
5IJHIshares Core S&p Midcap ETFETF-Other5.10%+0.11%-0.66%
6VWOVanguard Ftse Emerging MarkeETF-Emerging Markets4.04%+0.35%+8.42%
7IJRIshares Core S&p Small-cap EETF-Small Cap3.23%-0.16%-8.48%
8IEFIshares 7-10 Year Treasury BETF-Gov Bonds3.12%+0.19%+6.85%
9INTFIshares International EquityETF-Other2.59%—-1.55%
10WMTWalmart INCStock-Consumer Staples2.50%+0.27%—
11TIPIshares Tips Bond ETFETF-Other2.49%-1.42%-36.84%
12IEURIshares Core Msci Europe ETFETF-Other2.18%—-0.18%
13DEDeere & CoStock-Industrials1.81%+0.33%+0.69%
14AGGIshares Core U.s. AggregateETF-Other1.77%+1.72%+3323.76%
15KEYSKeysight Technologies InStock-Tech1.64%-0.25%-37.78%
16CPAYCorpay INCStock-Tech1.60%—+0.24%
17AMZNAmazon.com INCStock-Consumer Disc1.59%-0.16%+0.42%
18GOOGAlphabet Inc-cl CStock-Comm Services1.48%-1.02%-35.65%
19SCHASchwab US Small-cap ETFETF-Other1.42%-0.06%-6.66%
20GNRCGenerac Holdings INCStock-Industrials1.39%+0.42%-0.15%
21VOVanguard Mid-cap ETFETF-Other1.38%—-0.21%
22METAMeta Platforms Inc-class AStock-Comm Services1.38%-0.19%+0.57%
23TMOThermo Fisher Scientific INCStock-Healthcare1.30%-0.25%-1.64%
24PWRQuanta Services INCStock-Industrials1.26%+0.24%-5.90%
25IQVIqvia Holdings INCStock-Healthcare1.24%-0.39%-0.48%
26EWJIshares Msci Japan ETFETF-Other1.20%——
27ULTAUlta Beauty INCStock-Consumer Disc1.15%-0.46%-17.32%
28AAPLApple INCStock-Tech1.13%-0.09%-1.16%
29VVisa Inc-class A SharesStock-Financials1.10%-0.14%+2.22%
30CRMSalesforce INCStock-Tech1.09%-0.45%-0.27%
31TPLTexas Pacific Land CORPStock-Energy0.96%+0.41%+5.75%
32FTNTFortinet INCStock-Tech0.95%—+0.56%
33EMXCIshares Msci Emr Mrk Ex ChnaETF-Other0.93%+0.08%—
34ADBEAdobe INCStock-Tech0.92%-0.40%+0.29%
35INTUIntuit INCStock-Tech0.92%+0.92%NEW
36NVDANvidia CORPStock-Tech0.85%-0.06%+0.10%
37IWFIshares Russell 1000 GrowthETF-Other0.81%-0.17%-8.76%
38APDAir Products & Chemicals INCStock-Materials0.79%+0.79%NEW
39AVGOBroadcom INCStock-Tech0.73%-0.08%+0.30%
40CVXChevron CORPStock-Energy0.72%+0.72%NEW
41SPGIS&p Global INCStock-Financials0.64%+0.64%NEW
42RMDResmed INCStock-Healthcare0.63%—+0.62%
43MSFTMicrosoft CORPStock-Tech0.61%+0.55%+1135.63%
44RTXRtx CORPStock-Industrials0.58%—-0.82%
45ICEIntercontinental Exchange InStock-Financials0.58%+0.58%NEW
46CSXCsx CORPStock-Industrials0.55%+0.07%—
47KOCoca-cola Co/theStock-Consumer Staples0.49%——
48IBMIntl Business Machines CORPStock-Tech0.44%-0.10%—
49EWCIshares Msci Canada ETFETF-Other0.42%——
50IYWIshares Ustechnology ETFETF-Tech0.42%——
1–50 of 81

Holding changes this quarter

Meridian Management Co's most significant position changes for 2026-03-31: New buy: Intuit INC (INTU); New buy: Air Products & Chemicals INC (APD); New buy: Chevron CORP (CVX); Sold out: Workday Inc-class A (WDAY); New buy: S&p Global INC (SPGI).

Position changes disclosed by Meridian Management Co for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1AGGIshares Core U.s. Aggregate+1.7%+3323.76%Add
2MSFTMicrosoft CORP+0.6%+1135.63%Add
3GNRCGenerac Holdings INC+0.4%-0.15%Trim
4TPLTexas Pacific Land CORP+0.4%+5.75%Add
5VWOVanguard Ftse Emerging Marke+0.4%+8.42%Add
6VCITVanguard Int-term Corporate+0.4%+5.09%Add
7DEDeere & Co+0.3%+0.69%Add
8WMTWalmart INC+0.3%—Unchanged
9PWRQuanta Services INC+0.2%-5.90%Trim
10IEFIshares 7-10 Year Treasury B+0.2%+6.85%Add
11IJHIshares Core S&p Midcap ETF+0.1%-0.66%Trim
12GVIIshares Intermediate Governm+0.1%+1.82%Add
13EMXCIshares Msci Emr Mrk Ex Chna+0.1%—Unchanged
14SCHDSchwab US Dvd Equity ETF+0.1%+20.77%Add
15CSXCsx CORP+0.1%—Unchanged
16GEVGE Vernova INC+0.1%—Unchanged
17XOMExxon Mobil CORP+0.1%—Unchanged
18SCHASchwab US Small-cap ETF-0.1%-6.66%Trim
19NVDANvidia CORP-0.1%+0.10%Add
20AVGOBroadcom INC-0.1%+0.30%Add
21SCHRSchwab Intermediate-term US-0.1%-47.09%Trim
22VEAVanguard Ftse Developed ETF-0.1%-3.88%Trim
23AAPLApple INC-0.1%-1.16%Trim
24IBMIntl Business Machines CORP-0.1%—Unchanged
25VVisa Inc-class A Shares-0.1%+2.22%Add
26IJRIshares Core S&p Small-cap E-0.2%-8.48%Trim
27AMZNAmazon.com INC-0.2%+0.42%Add
28IWFIshares Russell 1000 Growth-0.2%-8.76%Trim
29METAMeta Platforms Inc-class A-0.2%+0.57%Add
30TMOThermo Fisher Scientific INC-0.3%-1.64%Trim
31KEYSKeysight Technologies In-0.3%-37.78%Trim
32IQVIqvia Holdings INC-0.4%-0.48%Trim
33ADBEAdobe INC-0.4%+0.29%Add
34CRMSalesforce INC-0.5%-0.27%Trim
35ULTAUlta Beauty INC-0.5%-17.32%Trim
36GOOGAlphabet Inc-cl C-1%-35.65%Trim
37IVVIshares Core S&p 500 ETF-1.1%-8.96%Trim
38TIPIshares Tips Bond ETF-1.4%-36.84%Trim
39INTUIntuit INC—NEWNew buy
40APDAir Products & Chemicals INC—NEWNew buy
41CVXChevron CORP—NEWNew buy
42WDAYWorkday Inc-class A—EXITSold out
43SPGIS&p Global INC—NEWNew buy
44ICEIntercontinental Exchange In—NEWNew buy
45XLKSs Technology Select Sector—EXITSold out
46NICENice LTD - Spon Adr—EXITSold out
47SCHQSchwab Long-term US Treasury—EXITSold out
48NEARIshares Sh Dba ETF Usd INC—EXITSold out
49OIIOceaneering Intl INC—NEWNew buy
50IGIBIshares 5-10y Inv Grade CORP—EXITSold out

FAQ

What is Meridian Management Co and what type of investor is it?
Meridian Management Co is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $401.9M, spread across 101 disclosed positions.
What are Meridian Management Co's largest equity positions?
Based on the latest 13F filing, Meridian Management Co's top holdings by market value are: 1. Vanguard Ftse Developed ETF (VEA) — $38.7M (9.6%) 2. Vanguard Int-term Corporate (VCIT) — $32.9M (8.2%) 3. Ishares Core S&p 500 ETF (IVV) — $30.6M (7.6%) 4. Ishares Intermediate Governm (GVI) — $24.5M (6.1%) 5. Ishares Core S&p Midcap ETF (IJH) — $20.5M (5.1%)
What changes did Meridian Management Co make in its most recent portfolio filing?
In the latest reported quarter, Meridian Management Co made 44 notable position adjustments: 6 new positions were initiated, 15 existing holdings were added to, 17 positions were partially reduced, and 6 were completely exited. The largest of these moves: New buy: Intuit INC (INTU); New buy: Air Products & Chemicals INC (APD); New buy: Chevron CORP (CVX); Sold out: Workday Inc-class A (WDAY); New buy: S&p Global INC (SPGI)
What sectors does Meridian Management Co focus on?
Meridian Management Co is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 31.1% • Industrials: 19.4% • Health Care: 9.8% • Consumer Staples: 8.7% • Communication Services: 8.1% • Consumer Discretionary: 7.9%