Meridian Management Co
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$401.9M
Q ending 2026-03-31
Prior quarter
$403.9M
Q ending 2025-12-31
Change
-0.5% QoQ · +124360.0% YoY
Positions
81
reported holdings
Largest positions
All 81 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Tax-Managed Fds | VEA | Shares | $38.7M | 603K |
| Vanguard Scottsdale Fds | VCIT | Shares | $32.9M | 398K |
| Ishares Tr | IVV | Shares | $30.6M | 47K |
| Ishares Tr | GVI | Shares | $24.5M | 230K |
| Ishares Tr | IJH | Shares | $20.5M | 303K |
| Vanguard Intl Equity Index F | VWO | Shares | $16.3M | 301K |
| Ishares Tr | IJR | Shares | $13.0M | 104K |
| Ishares Tr | IEF | Shares | $12.5M | 131K |
| Ishares Tr | INTF | Shares | $10.4M | 267K |
| Walmart Inc | WMT | Shares | $10.0M | 81K |
| Ishares Tr | TIP | Shares | $10.0M | 91K |
| Ishares Tr | IEUR | Shares | $8.7M | 124K |
| Deere & Co | DE | Shares | $7.3M | 13K |
| Ishares Tr | AGG | Shares | $7.1M | 72K |
| Keysight Technologies Inc | KEYS | Shares | $6.6M | 23K |
| Corpay Inc | CPAY | Shares | $6.4M | 22K |
| Amazon Com Inc | AMZN | Shares | $6.4M | 31K |
| Alphabet Inc | GOOG | Shares | $6.0M | 21K |
| Schwab Strategic Tr | SCHA | Shares | $5.7M | 196K |
| Generac Hldgs Inc | GNRC | Shares | $5.6M | 29K |
| Vanguard Index Fds | VO | Shares | $5.6M | 19K |
| Meta Platforms Inc | META | Shares | $5.5M | 10K |
| Thermo Fisher Scientific Inc | TMO | Shares | $5.2M | 11K |
| Quanta Svcs Inc | PWR | Shares | $5.1M | 9K |
| Iqvia Hldgs Inc | IQV | Shares | $5.0M | 29K |
| Ishares Inc | EWJ | Shares | $4.8M | 57K |
| Ulta Beauty Inc | ULTA | Shares | $4.6M | 9K |
| Apple Inc | AAPL | Shares | $4.5M | 18K |
| Visa Inc | V | Shares | $4.4M | 15K |
| Salesforce Inc | CRM | Shares | $4.4M | 23K |
| Texas Pacific Land Corporati | TPL | Shares | $3.9M | 8K |
| Fortinet Inc | FTNT | Shares | $3.8M | 47K |
| Ishares Inc | EMXC | Shares | $3.7M | 47K |
| Adobe Inc | ADBE | Shares | $3.7M | 15K |
| Intuit | INTU | Shares | $3.7M | 9K |
| Nvidia Corporation | NVDA | Shares | $3.4M | 20K |
| Ishares Tr | IWF | Shares | $3.3M | 8K |
| Air Products And Chemicals I | APD | Shares | $3.2M | 11K |
| Broadcom Inc | AVGO | Shares | $2.9M | 9K |
| Chevron Corporation | CVX | Shares | $2.9M | 14K |
| S&P Global Inc | SPGI | Shares | $2.6M | 6K |
| Resmed Inc | RMD | Shares | $2.5M | 11K |
| Microsoft Corp | MSFT | Shares | $2.5M | 7K |
| Rtx Corporation | RTX | Shares | $2.3M | 12K |
| Intercontinental Exchange In | ICE | Shares | $2.3M | 15K |
| Csx Corp | CSX | Shares | $2.2M | 54K |
| Coca Cola Co | KO | Shares | $2.0M | 26K |
| International Business Machs | IBM | Shares | $1.8M | 7K |
| Ishares Inc | EWC | Shares | $1.7M | 30K |
| Ishares Tr | IYW | Shares | $1.7M | 9K |
| Ge Aerospace | GE | Shares | $1.4M | 5K |
| Vanguard Index Fds | VOO | Shares | $1.3M | 2K |
| Ishares Tr | ITOT | Shares | $1.2M | 8K |
| Schwab Strategic Tr | SCHD | Shares | $1.1M | 37K |
| Ge Vernova Inc | GEV | Shares | $1.1M | 1K |
| Bristol-Myers Squibb Co | BMY | Shares | $851K | 14K |
| Ishares Tr | IVW | Shares | $823K | 7K |
| Exxon Mobil Corp | XOM | Shares | $751K | 4K |
| Vanguard Whitehall Fds | VYM | Shares | $719K | 5K |
| Carrier Global Corporation | CARR | Shares | $676K | 12K |
| Ishares Tr | IWP | Shares | $666K | 5K |
| Lockheed Martin Corp | LMT | Shares | $633K | 1K |
| Coinbase Global Inc | COIN | Shares | $592K | 3K |
| Ishares Tr | HDV | Shares | $543K | 4K |
| Otis Worldwide Corp | OTIS | Shares | $462K | 6K |
| Regions Financial Corp New | RF | Shares | $444K | 17K |
| Fedex Corp | FDX | Shares | $416K | 1K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $406K | 877 |
| Schwab Strategic Tr | SCHR | Shares | $330K | 13K |
| Comstock Res Inc | CRK | Shares | $318K | 15K |
| L3Harris Technologies Inc | LHX | Shares | $314K | 910 |
| Ishares Tr | IYH | Shares | $308K | 5K |
| Pfizer Inc | PFE | Shares | $291K | 10K |
| Oceaneering Intl Inc | OII | Shares | $284K | 8K |
| Pepsico Inc | PEP | Shares | $269K | 2K |
| Vanguard Index Fds | VTI | Shares | $264K | 823 |
| Ishares Tr | IWM | Shares | $248K | 1K |
| Ishares Tr | FLOT | Shares | $244K | 5K |
| Spdr Gold Tr | GLD | Shares | $215K | 500 |
| Kla Corp | KLAC | Shares | $209K | 142 |
| Mcdonalds Corp | MCD | Shares | $204K | 656 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.