Institutions / Meridian Management Co
Meridian Management Co
CIK 806097 · Institution · as of Dec 31, 2025
Portfolio value
$403.93M
Positions
80
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 80 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Tax-Managed Fds | $39.21M | 9.7% |
| iShares Tr | $35.23M | 8.7% |
| Vanguard Scottsdale Fds | $31.69M | 7.8% |
| iShares Tr | $24.26M | 6.0% |
| iShares Tr | $20.15M | 5.0% |
| iShares Tr | $15.79M | 3.9% |
| Vanguard Intl Equity Index F | $14.91M | 3.7% |
| iShares Tr | $13.71M | 3.4% |
| iShares Tr | $11.82M | 2.9% |
| iShares Tr | $10.23M | 2.5% |
| Alphabet Inc. | $10.12M | 2.5% |
| Walmart Inc. | $9.01M | 2.2% |
| iShares Tr | $8.85M | 2.2% |
| Keysight Technologies, Inc. | $7.63M | 1.9% |
| Amazon.com Inc | $7.07M | 1.7% |
| Corpay Inc | $6.65M | 1.6% |
| Iqvia Holdings Inc. | $6.60M | 1.6% |
| Ulta Beauty, Inc. | $6.49M | 1.6% |
| Meta Platforms Inc | $6.35M | 1.6% |
| Thermo Fisher Scientific Inc. | $6.25M | 1.5% |
| Salesforce Inc | $6.22M | 1.5% |
| Schwab Strategic Tr | $5.98M | 1.5% |
| Deere & Co | $5.97M | 1.5% |
| Vanguard Index Fds | $5.63M | 1.4% |
| Adobe Inc. | $5.32M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.