Filed: 5/5/2026ACC: 0000806097-26-000003
📋 What this filing means
MERIDIAN MANAGEMENT CO filed this quarterly 13F‑HR report disclosing 81 equity positions with a total reported market value of $401.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
81
Positions
$401.92M
Total AUM (reported)
3.85M
Total Shares
Allocation by class
COM$117.39M29.2%
VAN FTSE DEV MKT$38.66M9.6%
INT-TERM CORP$32.90M8.2%
CORE S&P500 ETF$30.59M7.6%
INTRM GOV CR ETF$24.55M6.1%
CORE S&P MCP ETF$20.48M5.1%
FTSE EMR MKT ETF$16.25M4.0%
Portfolio Concentration
Top 3$102.15M25.4%
4–10$107.24M26.7%
11–25$96.16M23.9%
Rest$96.37M24.0%
Top 3 weight
25.4%
Top 10 weight
52.1%
Voting Authority Distribution
Total shares with voting rights: 3.85M
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
3.85M
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
SOLEShares603.24K
TypeSH
Market value$38.66M
9.62%
Sole
0.00
Shared
0.00
None
603.24K
VANGUARD SCOTTSDALE FDS
SOLEShares397.60K
TypeSH
Market value$32.90M
8.19%
Sole
0.00
Shared
0.00
None
397.60K
ISHARES TR
SOLEShares46.83K
TypeSH
Market value$30.59M
7.61%
Sole
0.00
Shared
0.00
None
46.83K
ISHARES TR
SOLEShares230.12K
TypeSH
Market value$24.55M
6.11%
Sole
0.00
Shared
0.00
None
230.12K
ISHARES TR
SOLEShares303.33K
TypeSH
Market value$20.48M
5.10%
Sole
0.00
Shared
0.00
None
303.33K
VANGUARD INTL EQUITY INDEX F
SOLEShares300.65K
TypeSH
Market value$16.25M
4.04%
Sole
0.00
Shared
0.00
None
300.65K
ISHARES TR
SOLEShares104.41K
TypeSH
Market value$12.98M
3.23%
Sole
0.00
Shared
0.00
None
104.41K
ISHARES TR
SOLEShares131.36K
TypeSH
Market value$12.54M
3.12%
Sole
0.00
Shared
0.00
None
131.36K
ISHARES TR
SOLEShares266.79K
TypeSH
Market value$10.39M
2.59%
Sole
0.00
Shared
0.00
None
266.79K
WALMART INC
SOLEShares80.85K
TypeSH
Market value$10.05M
2.50%
Sole
0.00
Shared
0.00
None
80.85K
ISHARES TR
SOLEShares90.73K
TypeSH
Market value$10.01M
2.49%
Sole
0.00
Shared
0.00
None
90.73K
ISHARES TR
SOLEShares124.48K
TypeSH
Market value$8.75M
2.18%
Sole
0.00
Shared
0.00
None
124.48K
DEERE & CO
SOLEShares12.90K
TypeSH
Market value$7.27M
1.81%
Sole
0.00
Shared
0.00
None
12.90K
ISHARES TR
SOLEShares71.63K
TypeSH
Market value$7.11M
1.77%
Sole
0.00
Shared
0.00
None
71.63K
KEYSIGHT TECHNOLOGIES INC
SOLEShares23.37K
TypeSH
Market value$6.60M
1.64%
Sole
0.00
Shared
0.00
None
23.37K
CORPAY INC
SOLEShares22.15K
TypeSH
Market value$6.44M
1.60%
Sole
0.00
Shared
0.00
None
22.15K
AMAZON COM INC
SOLEShares30.75K
TypeSH
Market value$6.40M
1.59%
Sole
0.00
Shared
0.00
None
30.75K
ALPHABET INC
SOLEShares20.74K
TypeSH
Market value$5.95M
1.48%
Sole
0.00
Shared
0.00
None
20.74K
SCHWAB STRATEGIC TR
SOLEShares196.09K
TypeSH
Market value$5.70M
1.42%
Sole
0.00
Shared
0.00
None
196.09K
GENERAC HLDGS INC
SOLEShares28.56K
TypeSH
Market value$5.58M
1.39%
Sole
0.00
Shared
0.00
None
28.56K
VANGUARD INDEX FDS
SOLEShares19.37K
TypeSH
Market value$5.56M
1.38%
Sole
0.00
Shared
0.00
None
19.37K
META PLATFORMS INC
SOLEShares9.68K
TypeSH
Market value$5.54M
1.38%
Sole
0.00
Shared
0.00
None
9.68K
THERMO FISHER SCIENTIFIC INC
SOLEShares10.61K
TypeSH
Market value$5.21M
1.30%
Sole
0.00
Shared
0.00
None
10.61K
QUANTA SVCS INC
SOLEShares9.22K
TypeSH
Market value$5.06M
1.26%
Sole
0.00
Shared
0.00
None
9.22K
IQVIA HLDGS INC
SOLEShares29.15K
TypeSH
Market value$4.97M
1.24%
Sole
0.00
Shared
0.00
None
29.15K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 603.24K | SH | $38.66M 9.62% | 0.00 | 0.00 | 603.24K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 397.60K | SH | $32.90M 8.19% | 0.00 | 0.00 | 397.60K |
ISHARES TRSOLE | CORE S&P500 ETF | 46.83K | SH | $30.59M 7.61% | 0.00 | 0.00 | 46.83K |
ISHARES TRSOLE | INTRM GOV CR ETF | 230.12K | SH | $24.55M 6.11% | 0.00 | 0.00 | 230.12K |
ISHARES TRSOLE | CORE S&P MCP ETF | 303.33K | SH | $20.48M 5.10% | 0.00 | 0.00 | 303.33K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 300.65K | SH | $16.25M 4.04% | 0.00 | 0.00 | 300.65K |
ISHARES TRSOLE | CORE S&P SCP ETF | 104.41K | SH | $12.98M 3.23% | 0.00 | 0.00 | 104.41K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 131.36K | SH | $12.54M 3.12% | 0.00 | 0.00 | 131.36K |
ISHARES TRSOLE | INTL EQTY FACTOR | 266.79K | SH | $10.39M 2.59% | 0.00 | 0.00 | 266.79K |
WALMART INCSOLE | COM | 80.85K | SH | $10.05M 2.50% | 0.00 | 0.00 | 80.85K |
ISHARES TRSOLE | TIPS BD ETF | 90.73K | SH | $10.01M 2.49% | 0.00 | 0.00 | 90.73K |
ISHARES TRSOLE | CORE MSCI EURO | 124.48K | SH | $8.75M 2.18% | 0.00 | 0.00 | 124.48K |
DEERE & COSOLE | COM | 12.90K | SH | $7.27M 1.81% | 0.00 | 0.00 | 12.90K |
ISHARES TRSOLE | CORE US AGGBD ET | 71.63K | SH | $7.11M 1.77% | 0.00 | 0.00 | 71.63K |
KEYSIGHT TECHNOLOGIES INCSOLE | COM | 23.37K | SH | $6.60M 1.64% | 0.00 | 0.00 | 23.37K |
CORPAY INCSOLE | COM SHS | 22.15K | SH | $6.44M 1.60% | 0.00 | 0.00 | 22.15K |
AMAZON COM INCSOLE | COM | 30.75K | SH | $6.40M 1.59% | 0.00 | 0.00 | 30.75K |
ALPHABET INCSOLE | CAP STK CL C | 20.74K | SH | $5.95M 1.48% | 0.00 | 0.00 | 20.74K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 196.09K | SH | $5.70M 1.42% | 0.00 | 0.00 | 196.09K |
GENERAC HLDGS INCSOLE | COM | 28.56K | SH | $5.58M 1.39% | 0.00 | 0.00 | 28.56K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 19.37K | SH | $5.56M 1.38% | 0.00 | 0.00 | 19.37K |
META PLATFORMS INCSOLE | CL A | 9.68K | SH | $5.54M 1.38% | 0.00 | 0.00 | 9.68K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 10.61K | SH | $5.21M 1.30% | 0.00 | 0.00 | 10.61K |
QUANTA SVCS INCSOLE | COM | 9.22K | SH | $5.06M 1.26% | 0.00 | 0.00 | 9.22K |
IQVIA HLDGS INCSOLE | COM | 29.15K | SH | $4.97M 1.24% | 0.00 | 0.00 | 29.15K |
Page 1 of 4