Investor
MERIDIAN MANAGEMENT CO
CIK 0000806097 · filed 2026-05-05 · SEC filing
13F book
$401.9M
Positions
81
8 new · 7 sold
Largest name
9.6%
Vanguard Tax-Managed Fds
Est. mark
−$1.6M
Price effect on 73 names still held. Flow −$409.2K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Tax-Managed Fds | — | 603.2K | $38.7M | 9.6% | $971.2K | Cut−$550.2K |
| Vanguard Scottsdale Fds | — | 397.6K | $32.9M | 8.2% | −$378.4K | Added$1.21M |
| Ishares Tr | — | 46.8K | $30.6M | 7.6% | −$1.49M | Cut−$4.64M |
| Ishares Tr | — | 230.1K | $24.5M | 6.1% | −$151.4K | Added$288K |
| Ishares Tr | — | 303.3K | $20.5M | 5.1% | $464.1K | Cut$330.2K |
| Vanguard Intl Equity Index F | — | 300.7K | $16.3M | 4.0% | $80.4K | Added$1.34M |
| Ishares Tr | — | 104.4K | $13M | 3.2% | $431.2K | Cut−$731.2K |
| Ishares Tr | — | 131.4K | $12.5M | 3.1% | −$88.5K | Added$715.8K |
| Ishares Tr | — | 266.8K | $10.4M | 2.6% | $322.8K | Cut$164.2K |
| Walmart Inc. | WMT | 80.8K | $10M | 2.5% | $1.04M | Held |
| Ishares Tr | — | 90.7K | $10M | 2.5% | $40.8K | Cut−$5.78M |
| Ishares Tr | — | 124.5K | $8.75M | 2.2% | −$88.4K | Cut−$104.3K |
| Deere & Co | DE | 12.9K | $7.27M | 1.8% | $1.25M | Added$1.3M |
| Ishares Tr | — | 71.6K | $7.11M | 1.8% | −$1.28K | Added$6.9M |
| Keysight Technologies, Inc. | KEYS | 23.4K | $6.6M | 1.6% | $1.85M | Cut−$1.03M |
| Corpay, Inc. | CPAY | 22.1K | $6.44M | 1.6% | −$219.6K | Added−$204.2K |
| Amazon Com Inc | AMZN | 30.7K | $6.4M | 1.6% | −$690.4K | Added−$663.3K |
| Alphabet Inc | — | 20.7K | $5.95M | 1.5% | −$558.8K | Cut−$4.17M |
| Schwab Strategic Tr | — | 196.1K | $5.7M | 1.4% | $117.7K | Cut−$280.9K |
| Generac Hldgs Inc | — | 28.6K | $5.58M | 1.4% | $1.68M | Cut$1.68M |
| Vanguard Index Fds | — | 19.4K | $5.56M | 1.4% | −$58.8K | Cut−$70.7K |
| Meta Platforms, Inc. | META | 9.68K | $5.54M | 1.4% | −$846.2K | Added−$814.7K |
| Thermo Fisher Scientific Inc. | TMO | 10.6K | $5.21M | 1.3% | −$932.4K | Cut−$1.03M |
| Quanta Svcs Inc | — | 9.22K | $5.06M | 1.3% | $1.17M | Cut$927K |
| Iqvia Hldgs Inc | — | 29.1K | $4.97M | 1.2% | −$1.6M | Cut−$1.63M |
| Ishares Inc | — | 57.1K | $4.82M | 1.2% | $211.3K | Held |
| Ulta Beauty, Inc. | ULTA | 8.87K | $4.64M | 1.2% | −$729.8K | Cut−$1.85M |
| Apple Inc. | AAPL | 17.9K | $4.55M | 1.1% | −$323.8K | Cut−$380.9K |
| Visa Inc. | V | 14.6K | $4.43M | 1.1% | −$694.4K | Added−$598.2K |
| Salesforce, Inc. | CRM | 23.4K | $4.37M | 1.1% | −$1.83M | Cut−$1.85M |
| Texas Pacific Land Corporati | — | 8.13K | $3.86M | 1.0% | $1.44M | Added$1.65M |
| Fortinet, Inc. | FTNT | 46.9K | $3.84M | 1.0% | $107.8K | Added$129.1K |
| Ishares Inc | — | 47.5K | $3.73M | 0.9% | $283.9K | Held |
| Adobe Inc. | ADBE | 15.2K | $3.7M | 0.9% | −$1.62M | Added−$1.61M |
| Intuit Inc. | INTU | 8.56K | $3.7M | 0.9% | — | New |
| Nvidia Corp | NVDA | 19.7K | $3.43M | 0.9% | −$237.7K | Added−$234.4K |
| Ishares Tr | — | 7.66K | $3.26M | 0.8% | −$359K | Cut−$706.9K |
| Air Prods & Chems Inc | — | 11K | $3.19M | 0.8% | — | New |
| Broadcom Inc. | AVGO | 9.43K | $2.92M | 0.7% | −$343.8K | Added−$335.2K |
| Chevron Corp New | CVX | 14K | $2.9M | 0.7% | — | New |
| S&P Global Inc. | SPGI | 6.06K | $2.58M | 0.6% | — | New |
| Resmed Inc | — | 11.3K | $2.54M | 0.6% | −$184.6K | Added−$168.9K |
| Microsoft Corp | MSFT | 6.62K | $2.45M | 0.6% | −$60.8K | Added$2.19M |
| RTX Corp | RTX | 12.1K | $2.34M | 0.6% | $115.1K | Cut$96.8K |
| Intercontinental Exchange In | — | 14.8K | $2.33M | 0.6% | — | New |
| Csx Corp | CSX | 54K | $2.22M | 0.6% | $259.2K | Held |
| Coca Cola Co | KO | 25.8K | $1.96M | 0.5% | $158.3K | Held |
| International Business Machs | — | 7.32K | $1.77M | 0.4% | −$393.7K | Held |
| Ishares Inc | — | 30.5K | $1.67M | 0.4% | $26.2K | Held |
| Ishares Tr | — | 9.2K | $1.67M | 0.4% | −$168K | Held |
| Ge Aerospace | — | 4.84K | $1.37M | 0.3% | −$117.4K | Held |
| Vanguard Index Fds | — | 2.21K | $1.32M | 0.3% | −$65.3K | Held |
| Ishares Tr | — | 8.1K | $1.15M | 0.3% | −$50.7K | Held |
| Schwab Strategic Tr | — | 36.7K | $1.12M | 0.3% | $98.7K | Added$292.1K |
| GE Vernova Inc. | GEV | 1.21K | $1.06M | 0.3% | $265.2K | Held |
| Bristol-Myers Squibb Co | — | 14K | $851.3K | 0.2% | $94.2K | Held |
| Ishares Tr | — | 7.27K | $822.5K | 0.2% | −$73.8K | Held |
| Exxon Mobil Corp | — | 4.42K | $750.6K | 0.2% | $218.2K | Held |
| Vanguard Whitehall Fds | — | 4.86K | $719K | 0.2% | $22.2K | Held |
| CARRIER GLOBAL Corp | CARR | 12K | $675.7K | 0.2% | $41.6K | Held |
| Ishares Tr | — | 5.2K | $666.2K | 0.2% | −$45.9K | Held |
| Lockheed Martin Corp | LMT | 1.05K | $633.4K | 0.2% | $126.5K | Held |
| Coinbase Global, Inc. | COIN | 3.39K | $592.3K | 0.1% | −$172.3K | Added−$163.9K |
| Ishares Tr | — | 4K | $542.9K | 0.1% | $56.4K | Held |
| Otis Worldwide Corp | OTIS | 6K | $462.5K | 0.1% | −$61.6K | Cut−$62.2K |
| Regions Financial Corp New | — | 17K | $444.3K | 0.1% | −$16.7K | Cut−$29.4K |
| Fedex Corp | FDX | 1.17K | $415.7K | 0.1% | $78.6K | Held |
| Spdr Dow Jones Indl Average | — | 877 | $406.2K | 0.1% | −$15.2K | Held |
| Schwab Strategic Tr | — | 13.2K | $329.7K | 0.1% | −$2.25K | Cut−$297.6K |
| Comstock Res Inc | — | 15.1K | $318.1K | 0.1% | −$31.7K | Held |
| L3harris Technologies Inc | — | 910 | $314.1K | 0.1% | $46.9K | Held |
| Ishares Tr | — | 5K | $308.2K | 0.1% | −$17.3K | Held |
| Pfizer Inc | PFE | 10.4K | $290.9K | 0.1% | $32.9K | Held |
| Oceaneering Intl Inc | — | 8K | $283.8K | 0.1% | — | New |
| Pepsico Inc | PEP | 1.73K | $269.1K | 0.1% | $20.4K | Held |
| Vanguard Index Fds | — | 823 | $264K | 0.1% | −$11.9K | Held |
| Ishares Tr | — | 1K | $248K | 0.1% | $1.84K | Cut−$72K |
| Ishares Tr | — | 4.79K | $243.8K | 0.1% | $431 | Cut−$134.1K |
| Spdr Gold Tr | — | 500 | $215.1K | 0.1% | — | New |
| Kla Corp | KLAC | 142 | $209.1K | 0.1% | — | New |
| Mcdonalds Corp | MCD | 656 | $203.9K | 0.1% | $3.39K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.