Filed: 11/3/2025ACC: 0000806097-25-000009
📋 What this filing means
MERIDIAN MANAGEMENT CO filed this quarterly 13F‑HR report disclosing 81 equity positions with a total reported market value of $373.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
81
Positions
$373.63M
Total AUM (reported)
3.67M
Total Shares
Allocation by class
COM$93.35M25.0%
VAN FTSE DEV MKT$34.22M9.2%
CORE S&P500 ETF$33.90M9.1%
INT-TERM CORP$28.84M7.7%
INTRM GOV CR ETF$20.77M5.6%
CORE S&P MCP ETF$18.60M5.0%
FTSE EMR MKT ETF$14.29M3.8%
Portfolio Concentration
Top 3$96.96M26.0%
4–10$100.96M27.0%
11–25$93.75M25.1%
Rest$81.96M21.9%
Top 3 weight
26.0%
Top 10 weight
53.0%
Voting Authority Distribution
Total shares with voting rights: 3.67M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.67M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole81
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings81
Rows:
VANGUARD TAX-MANAGED FDS
SOLEShares571.09K
TypeSH
Market value$34.22M
9.16%
Sole
0.00
Shared
0.00
None
571.09K
ISHARES TR
SOLEShares50.65K
TypeSH
Market value$33.90M
9.07%
Sole
0.00
Shared
0.00
None
50.65K
VANGUARD SCOTTSDALE FDS
SOLEShares342.91K
TypeSH
Market value$28.84M
7.72%
Sole
0.00
Shared
0.00
None
342.91K
ISHARES TR
SOLEShares193.37K
TypeSH
Market value$20.77M
5.56%
Sole
0.00
Shared
0.00
None
193.37K
ISHARES TR
SOLEShares285.03K
TypeSH
Market value$18.60M
4.98%
Sole
0.00
Shared
0.00
None
285.03K
VANGUARD INTL EQUITY INDEX F
SOLEShares263.75K
TypeSH
Market value$14.29M
3.82%
Sole
0.00
Shared
0.00
None
263.75K
ISHARES TR
SOLEShares124.19K
TypeSH
Market value$13.81M
3.70%
Sole
0.00
Shared
0.00
None
124.19K
ISHARES TR
SOLEShares110.92K
TypeSH
Market value$13.18M
3.53%
Sole
0.00
Shared
0.00
None
110.92K
ISHARES TR
SOLEShares111.16K
TypeSH
Market value$10.72M
2.87%
Sole
0.00
Shared
0.00
None
111.16K
ISHARES TR
SOLEShares266.84K
TypeSH
Market value$9.58M
2.56%
Sole
0.00
Shared
0.00
None
266.84K
ISHARES TR
SOLEShares124.70K
TypeSH
Market value$8.49M
2.27%
Sole
0.00
Shared
0.00
None
124.70K
WALMART INC
SOLEShares81.25K
TypeSH
Market value$8.37M
2.24%
Sole
0.00
Shared
0.00
None
81.25K
ALPHABET INC
SOLEShares32.19K
TypeSH
Market value$7.84M
2.10%
Sole
0.00
Shared
0.00
None
32.19K
AMAZON COM INC
SOLEShares29.27K
TypeSH
Market value$6.43M
1.72%
Sole
0.00
Shared
0.00
None
29.27K
KEYSIGHT TECHNOLOGIES INC
SOLEShares36.16K
TypeSH
Market value$6.33M
1.69%
Sole
0.00
Shared
0.00
None
36.16K
META PLATFORMS INC
SOLEShares8.60K
TypeSH
Market value$6.31M
1.69%
Sole
0.00
Shared
0.00
None
8.60K
SCHWAB STRATEGIC TR
SOLEShares215.87K
TypeSH
Market value$6.02M
1.61%
Sole
0.00
Shared
0.00
None
215.87K
ADOBE INC
SOLEShares16.71K
TypeSH
Market value$5.89M
1.58%
Sole
0.00
Shared
0.00
None
16.71K
VANGUARD INDEX FDS
SOLEShares19.97K
TypeSH
Market value$5.87M
1.57%
Sole
0.00
Shared
0.00
None
19.97K
ULTA BEAUTY INC
SOLEShares10.27K
TypeSH
Market value$5.62M
1.50%
Sole
0.00
Shared
0.00
None
10.27K
IQVIA HLDGS INC
SOLEShares28.98K
TypeSH
Market value$5.50M
1.47%
Sole
0.00
Shared
0.00
None
28.98K
CORPAY INC
SOLEShares18.81K
TypeSH
Market value$5.42M
1.45%
Sole
0.00
Shared
0.00
None
18.81K
DEERE & CO
SOLEShares11.75K
TypeSH
Market value$5.37M
1.44%
Sole
0.00
Shared
0.00
None
11.75K
SALESFORCE INC
SOLEShares22.16K
TypeSH
Market value$5.25M
1.41%
Sole
0.00
Shared
0.00
None
22.16K
THERMO FISHER SCIENTIFIC INC
SOLEShares10.37K
TypeSH
Market value$5.03M
1.35%
Sole
0.00
Shared
0.00
None
10.37K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 571.09K | SH | $34.22M 9.16% | 0.00 | 0.00 | 571.09K |
ISHARES TRSOLE | CORE S&P500 ETF | 50.65K | SH | $33.90M 9.07% | 0.00 | 0.00 | 50.65K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 342.91K | SH | $28.84M 7.72% | 0.00 | 0.00 | 342.91K |
ISHARES TRSOLE | INTRM GOV CR ETF | 193.37K | SH | $20.77M 5.56% | 0.00 | 0.00 | 193.37K |
ISHARES TRSOLE | CORE S&P MCP ETF | 285.03K | SH | $18.60M 4.98% | 0.00 | 0.00 | 285.03K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 263.75K | SH | $14.29M 3.82% | 0.00 | 0.00 | 263.75K |
ISHARES TRSOLE | TIPS BD ETF | 124.19K | SH | $13.81M 3.70% | 0.00 | 0.00 | 124.19K |
ISHARES TRSOLE | CORE S&P SCP ETF | 110.92K | SH | $13.18M 3.53% | 0.00 | 0.00 | 110.92K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 111.16K | SH | $10.72M 2.87% | 0.00 | 0.00 | 111.16K |
ISHARES TRSOLE | INTL EQTY FACTOR | 266.84K | SH | $9.58M 2.56% | 0.00 | 0.00 | 266.84K |
ISHARES TRSOLE | CORE MSCI EURO | 124.70K | SH | $8.49M 2.27% | 0.00 | 0.00 | 124.70K |
WALMART INCSOLE | COM | 81.25K | SH | $8.37M 2.24% | 0.00 | 0.00 | 81.25K |
ALPHABET INCSOLE | CAP STK CL C | 32.19K | SH | $7.84M 2.10% | 0.00 | 0.00 | 32.19K |
AMAZON COM INCSOLE | COM | 29.27K | SH | $6.43M 1.72% | 0.00 | 0.00 | 29.27K |
KEYSIGHT TECHNOLOGIES INCSOLE | COM | 36.16K | SH | $6.33M 1.69% | 0.00 | 0.00 | 36.16K |
META PLATFORMS INCSOLE | CL A | 8.60K | SH | $6.31M 1.69% | 0.00 | 0.00 | 8.60K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 215.87K | SH | $6.02M 1.61% | 0.00 | 0.00 | 215.87K |
ADOBE INCSOLE | COM | 16.71K | SH | $5.89M 1.58% | 0.00 | 0.00 | 16.71K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 19.97K | SH | $5.87M 1.57% | 0.00 | 0.00 | 19.97K |
ULTA BEAUTY INCSOLE | COM | 10.27K | SH | $5.62M 1.50% | 0.00 | 0.00 | 10.27K |
IQVIA HLDGS INCSOLE | COM | 28.98K | SH | $5.50M 1.47% | 0.00 | 0.00 | 28.98K |
CORPAY INCSOLE | COM SHS | 18.81K | SH | $5.42M 1.45% | 0.00 | 0.00 | 18.81K |
DEERE & COSOLE | COM | 11.75K | SH | $5.37M 1.44% | 0.00 | 0.00 | 11.75K |
SALESFORCE INCSOLE | COM | 22.16K | SH | $5.25M 1.41% | 0.00 | 0.00 | 22.16K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 10.37K | SH | $5.03M 1.35% | 0.00 | 0.00 | 10.37K |
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