Filed: 2/10/2026ACC: 0000806097-26-000002
📋 What this filing means
MERIDIAN MANAGEMENT CO filed this quarterly 13F‑HR report disclosing 80 equity positions with a total reported market value of $403.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
80
Positions
$403.93M
Total AUM (reported)
3.88M
Total Shares
Allocation by class
COM$103.37M25.6%
VAN FTSE DEV MKT$39.21M9.7%
CORE S&P500 ETF$35.23M8.7%
INT-TERM CORP$31.69M7.8%
INTRM GOV CR ETF$24.26M6.0%
CORE S&P MCP ETF$20.15M5.0%
TIPS BD ETF$15.79M3.9%
Portfolio Concentration
Top 3$106.12M26.3%
4–10$110.87M27.4%
11–25$104.13M25.8%
Rest$82.80M20.5%
Top 3 weight
26.3%
Top 10 weight
53.7%
Voting Authority Distribution
Total shares with voting rights: 3.88M
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
3.88M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole80
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings80
Rows:
VANGUARD TAX-MANAGED FDS
SOLEShares627.59K
TypeSH
Market value$39.21M
9.71%
Sole
0.00
Shared
0.00
None
627.59K
ISHARES TR
SOLEShares51.44K
TypeSH
Market value$35.23M
8.72%
Sole
0.00
Shared
0.00
None
51.44K
VANGUARD SCOTTSDALE FDS
SOLEShares378.35K
TypeSH
Market value$31.69M
7.84%
Sole
0.00
Shared
0.00
None
378.35K
ISHARES TR
SOLEShares226K
TypeSH
Market value$24.26M
6.01%
Sole
0.00
Shared
0.00
None
226K
ISHARES TR
SOLEShares305.36K
TypeSH
Market value$20.15M
4.99%
Sole
0.00
Shared
0.00
None
305.36K
ISHARES TR
SOLEShares143.65K
TypeSH
Market value$15.79M
3.91%
Sole
0.00
Shared
0.00
None
143.65K
VANGUARD INTL EQUITY INDEX F
SOLEShares277.31K
TypeSH
Market value$14.91M
3.69%
Sole
0.00
Shared
0.00
None
277.31K
ISHARES TR
SOLEShares114.08K
TypeSH
Market value$13.71M
3.39%
Sole
0.00
Shared
0.00
None
114.08K
ISHARES TR
SOLEShares122.94K
TypeSH
Market value$11.82M
2.93%
Sole
0.00
Shared
0.00
None
122.94K
ISHARES TR
SOLEShares270.99K
TypeSH
Market value$10.23M
2.53%
Sole
0.00
Shared
0.00
None
270.99K
ALPHABET INC
SOLEShares32.24K
TypeSH
Market value$10.12M
2.50%
Sole
0.00
Shared
0.00
None
32.24K
WALMART INC
SOLEShares80.85K
TypeSH
Market value$9.01M
2.23%
Sole
0.00
Shared
0.00
None
80.85K
ISHARES TR
SOLEShares124.70K
TypeSH
Market value$8.85M
2.19%
Sole
0.00
Shared
0.00
None
124.70K
KEYSIGHT TECHNOLOGIES INC
SOLEShares37.55K
TypeSH
Market value$7.63M
1.89%
Sole
0.00
Shared
0.00
None
37.55K
AMAZON COM INC
SOLEShares30.62K
TypeSH
Market value$7.07M
1.75%
Sole
0.00
Shared
0.00
None
30.62K
CORPAY INC
SOLEShares22.09K
TypeSH
Market value$6.65M
1.65%
Sole
0.00
Shared
0.00
None
22.09K
IQVIA HLDGS INC
SOLEShares29.29K
TypeSH
Market value$6.60M
1.63%
Sole
0.00
Shared
0.00
None
29.29K
ULTA BEAUTY INC
SOLEShares10.73K
TypeSH
Market value$6.49M
1.61%
Sole
0.00
Shared
0.00
None
10.73K
META PLATFORMS INC
SOLEShares9.62K
TypeSH
Market value$6.35M
1.57%
Sole
0.00
Shared
0.00
None
9.62K
THERMO FISHER SCIENTIFIC INC
SOLEShares10.78K
TypeSH
Market value$6.25M
1.55%
Sole
0.00
Shared
0.00
None
10.78K
SALESFORCE INC
SOLEShares23.49K
TypeSH
Market value$6.22M
1.54%
Sole
0.00
Shared
0.00
None
23.49K
SCHWAB STRATEGIC TR
SOLEShares210.09K
TypeSH
Market value$5.98M
1.48%
Sole
0.00
Shared
0.00
None
210.09K
DEERE & CO
SOLEShares12.82K
TypeSH
Market value$5.97M
1.48%
Sole
0.00
Shared
0.00
None
12.82K
VANGUARD INDEX FDS
SOLEShares19.41K
TypeSH
Market value$5.63M
1.39%
Sole
0.00
Shared
0.00
None
19.41K
ADOBE INC
SOLEShares15.20K
TypeSH
Market value$5.32M
1.32%
Sole
0.00
Shared
0.00
None
15.20K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 627.59K | SH | $39.21M 9.71% | 0.00 | 0.00 | 627.59K |
ISHARES TRSOLE | CORE S&P500 ETF | 51.44K | SH | $35.23M 8.72% | 0.00 | 0.00 | 51.44K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 378.35K | SH | $31.69M 7.84% | 0.00 | 0.00 | 378.35K |
ISHARES TRSOLE | INTRM GOV CR ETF | 226K | SH | $24.26M 6.01% | 0.00 | 0.00 | 226K |
ISHARES TRSOLE | CORE S&P MCP ETF | 305.36K | SH | $20.15M 4.99% | 0.00 | 0.00 | 305.36K |
ISHARES TRSOLE | TIPS BD ETF | 143.65K | SH | $15.79M 3.91% | 0.00 | 0.00 | 143.65K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 277.31K | SH | $14.91M 3.69% | 0.00 | 0.00 | 277.31K |
ISHARES TRSOLE | CORE S&P SCP ETF | 114.08K | SH | $13.71M 3.39% | 0.00 | 0.00 | 114.08K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 122.94K | SH | $11.82M 2.93% | 0.00 | 0.00 | 122.94K |
ISHARES TRSOLE | INTL EQTY FACTOR | 270.99K | SH | $10.23M 2.53% | 0.00 | 0.00 | 270.99K |
ALPHABET INCSOLE | CAP STK CL C | 32.24K | SH | $10.12M 2.50% | 0.00 | 0.00 | 32.24K |
WALMART INCSOLE | COM | 80.85K | SH | $9.01M 2.23% | 0.00 | 0.00 | 80.85K |
ISHARES TRSOLE | CORE MSCI EURO | 124.70K | SH | $8.85M 2.19% | 0.00 | 0.00 | 124.70K |
KEYSIGHT TECHNOLOGIES INCSOLE | COM | 37.55K | SH | $7.63M 1.89% | 0.00 | 0.00 | 37.55K |
AMAZON COM INCSOLE | COM | 30.62K | SH | $7.07M 1.75% | 0.00 | 0.00 | 30.62K |
CORPAY INCSOLE | COM SHS | 22.09K | SH | $6.65M 1.65% | 0.00 | 0.00 | 22.09K |
IQVIA HLDGS INCSOLE | COM | 29.29K | SH | $6.60M 1.63% | 0.00 | 0.00 | 29.29K |
ULTA BEAUTY INCSOLE | COM | 10.73K | SH | $6.49M 1.61% | 0.00 | 0.00 | 10.73K |
META PLATFORMS INCSOLE | CL A | 9.62K | SH | $6.35M 1.57% | 0.00 | 0.00 | 9.62K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 10.78K | SH | $6.25M 1.55% | 0.00 | 0.00 | 10.78K |
SALESFORCE INCSOLE | COM | 23.49K | SH | $6.22M 1.54% | 0.00 | 0.00 | 23.49K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 210.09K | SH | $5.98M 1.48% | 0.00 | 0.00 | 210.09K |
DEERE & COSOLE | COM | 12.82K | SH | $5.97M 1.48% | 0.00 | 0.00 | 12.82K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 19.41K | SH | $5.63M 1.39% | 0.00 | 0.00 | 19.41K |
ADOBE INCSOLE | COM | 15.20K | SH | $5.32M 1.32% | 0.00 | 0.00 | 15.20K |
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