Meridian Management Co Top Holdings and 13F Report (2025) About Meridian Management CoInvestment ActivityMeridian Management Co has $379.34 million in total holdings as of December 31, 2024.Meridian Management Co owns shares of 100 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 4.99% of the portfolio was purchased this quarter.About 6.65% of the portfolio was sold this quarter.This quarter, Meridian Management Co has purchased 93 new stocks and bought additional shares in 36 stocks.Meridian Management Co sold shares of 38 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $38,520,748Vanguard FTSE Developed Markets ETF $36,065,898Vanguard Intermediate-Term Corporate Bond ETF $23,110,100Vanguard FTSE Emerging Markets ETF $22,888,421iShares Intermediate Government/Credit Bond ETF $17,378,300 Largest New Holdings this Quarter Workday $3,155,449 HoldingNICE $2,972,709 HoldingMcDonald's $382,365 HoldingAlphabet $268,812 HoldingProcter & Gamble $242,087 Holding Largest Purchases this Quarter Schwab US Small-Cap ETF 201,880 shares (about $5.22M)Workday 12,229 shares (about $3.16M)NICE 17,503 shares (about $2.97M)Vanguard FTSE Developed Markets ETF 22,281 shares (about $1.07M)Schwab Intermediate-Term U.S. Treasury ETF 35,994 shares (about $874.29K) Largest Sales this Quarter iShares International Equity Factor ETF 100,618 shares (about $2.89M)Apple 8,352 shares (about $2.09M)Vanguard Mid-Cap ETF 7,270 shares (about $1.92M)iShares Core S&P 500 ETF 2,966 shares (about $1.75M)Vanguard FTSE Emerging Markets ETF 21,666 shares (about $954.17K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMeridian Management Co Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$38,520,748$1,746,020 ▼-4.3%65,43610.2%ETFVEAVanguard FTSE Developed Markets ETF$36,065,898$1,065,478 ▲3.0%754,2019.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$23,110,100$195,457 ▲0.9%287,9056.1%ETFVWOVanguard FTSE Emerging Markets ETF$22,888,421$954,170 ▼-4.0%519,7196.0%ETFGVIiShares Intermediate Government/Credit Bond ETF$17,378,300$146,235 ▲0.8%166,7304.6%ETFIJRiShares Core S&P Small-Cap ETF$16,175,174$768,288 ▲5.0%140,3854.3%ETFWMTWalmart$13,004,627$324,899 ▼-2.4%143,9363.4%Retail/WholesaleSCHASchwab US Small-Cap ETF$12,532,795$5,220,619 ▲71.4%484,6403.3%ETFVOVanguard Mid-Cap ETF$12,149,761$1,920,232 ▼-13.6%45,9993.2%ETFIJHiShares Core S&P Mid-Cap ETF$11,733,721$591,509 ▲5.3%188,3123.1%ETFTIPiShares TIPS Bond ETF$10,662,357$73,200 ▼-0.7%100,0692.8%ETFINTFiShares International Equity Factor ETF$8,482,701$2,889,765 ▼-25.4%295,3572.2%ETFMETAMeta Platforms$7,495,605$211,952 ▼-2.7%12,8022.0%Computer and TechnologyAMZNAmazon.com$7,155,643$185,166 ▼-2.5%32,6161.9%Retail/WholesaleCRMSalesforce$7,028,426$468,740 ▼-6.3%21,0221.9%Computer and TechnologyCORPAY INC$6,707,146$529,627 ▼-7.3%19,8191.8%COM SHSPYPLPayPal$6,686,831$506,808 ▼-7.0%78,3461.8%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$6,603,704$515,594 ▲8.5%71,4301.7%ETFAAPLApple$6,353,544$2,091,471 ▼-24.8%25,3721.7%Computer and TechnologyFIFiserv$6,276,608$525,054 ▼-7.7%30,5551.7%Business ServicesGOOGAlphabet$5,685,879$351,166 ▼-5.8%29,8571.5%Computer and TechnologyULTAUlta Beauty$5,054,756$301,841 ▼-5.6%11,6221.3%Retail/WholesaleGNRCGenerac$4,961,600$299,867 ▼-5.7%32,0001.3%Industrial ProductsEPAMEPAM Systems$4,952,074$245,979 ▼-4.7%21,1791.3%Computer and TechnologyVVisa$4,834,941$223,433 ▼-4.4%15,2991.3%Business ServicesZBRAZebra Technologies$4,028,661$297,003 ▼-6.9%10,4311.1%Industrial ProductsFTNTFortinet$3,908,354$199,731 ▼-4.9%41,3671.0%Computer and TechnologyKEYSKeysight Technologies$3,520,689$49,313 ▼-1.4%21,9180.9%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$3,414,233$342,146 ▼-9.1%8,5020.9%ETFPWRQuanta Services$3,370,996$203,853 ▼-5.7%10,6660.9%ConstructionFANGDiamondback Energy$3,291,496$129,753 ▼-3.8%20,0910.9%Oils/EnergyWDAYWorkday$3,155,449$3,155,449 ▲New Holding12,2290.8%Computer and TechnologyNICENICE$2,972,709$2,972,709 ▲New Holding17,5030.8%Computer and TechnologyTMOThermo Fisher Scientific$2,782,209$184,683 ▼-6.2%5,3480.7%MedicalTPLTexas Pacific Land$2,630,061$203,503 ▼-7.2%2,3780.7%Oils/EnergyALGNAlign Technology$2,359,082$907,227 ▼-27.8%11,3140.6%MedicalSCHRSchwab Intermediate-Term U.S. Treasury ETF$2,062,075$874,294 ▲73.6%84,8940.5%ETFQQQInvesco QQQ$1,884,369$166,148 ▲9.7%3,6860.5%FinanceKOCoca-Cola$1,881,684$8,965 ▼-0.5%30,2230.5%Consumer StaplesCSXCSX$1,761,813$1,033 ▼-0.1%54,5960.5%TransportationIBMInternational Business Machines$1,643,889$1,539 ▲0.1%7,4780.4%Computer and TechnologyBMYBristol-Myers Squibb$1,610,431$10,746 ▲0.7%28,4730.4%MedicalRTXRTX$1,488,622$28,583 ▲2.0%12,8640.4%AerospaceIYWiShares U.S. Technology ETF$1,467,5840.0%9,2000.4%ManufacturingVOOVanguard S&P 500 ETF$1,368,4600.0%2,5400.4%ETFMUSAMurphy USA$1,231,366$1,004 ▲0.1%2,4540.3%Retail/WholesaleJPMJPMorgan Chase & Co.$1,124,727$38,594 ▲3.6%4,6920.3%FinanceMSFTMicrosoft$1,062,761$67,872 ▲6.8%2,5210.3%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$1,041,8220.0%8,1000.3%ETFSCHDSchwab US Dividend Equity ETF$989,947$660,957 ▲200.9%36,2350.3%ETFGEGeneral Electric$863,138$3,669 ▲0.4%5,1750.2%TransportationRFRegions Financial$852,728$4,328 ▲0.5%36,2550.2%FinanceCARRCarrier Global$843,489$683 ▲0.1%12,3570.2%Computer and TechnologyNVDANVIDIA$820,650$65,400 ▲8.7%6,1110.2%Computer and TechnologyBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$771,029$75,613 ▼-8.9%8,4330.2%ETFIVWiShares S&P 500 Growth ETF$738,3260.0%7,2720.2%ETFVTVVanguard Value ETF$699,288$508 ▲0.1%4,1300.2%ETFXOMExxon Mobil$692,535$32,486 ▲4.9%6,4380.2%Oils/EnergyPFEPfizer$673,550$13,345 ▼-1.9%25,3880.2%MedicalIWPiShares Russell Mid-Cap Growth ETF$659,1000.0%5,2000.2%ETFVYMVanguard High Dividend Yield ETF$619,4490.0%4,8550.2%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$588,981$90,529 ▼-13.3%5,9400.2%ETFOTISOtis Worldwide$570,200$4,908 ▲0.9%6,1570.2%ConstructionVTIVanguard Total Stock Market ETF$565,419$49,557 ▼-8.1%1,9510.1%ETFLMTLockheed Martin$520,442$2,430 ▲0.5%1,0710.1%AerospaceIWMiShares Russell 2000 ETF$470,2030.0%2,1280.1%FinanceAVGOBroadcom$470,172$56,105 ▲13.5%2,0280.1%Computer and TechnologyHDViShares Core High Dividend ETF$449,0400.0%4,0000.1%ETFGE VERNOVA INC$416,4250.0%1,2660.1%COMMCDMcDonald's$382,365$382,365 ▲New Holding1,3190.1%Retail/WholesaleFLOTiShares Floating Rate Bond ETF$378,0380.0%7,4300.1%ETFGSThe Goldman Sachs Group$376,527$6,867 ▲1.9%6580.1%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$373,164$5,532 ▼-1.5%8770.1%FinanceNEARiShares Short Duration Bond Active ETF$348,4500.0%6,9000.1%ETFFDXFedEx$340,972$1,125 ▼-0.3%1,2120.1%TransportationIWYiShares Russell Top 200 Growth ETF$334,2630.0%1,4210.1%ETFBRK.BBerkshire Hathaway$324,095$38,529 ▲13.5%7150.1%FinanceAFLAflac$306,401$14,482 ▲5.0%2,9620.1%FinancePEPPepsiCo$303,664$3,649 ▲1.2%1,9970.1%Consumer StaplesOZKBank OZK$293,092$2,004 ▲0.7%6,5820.1%FinanceIYHiShares U.S. Healthcare ETF$291,3500.0%5,0000.1%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$291,044$515 ▲0.2%5,6500.1%ManufacturingCRKComstock Resources$285,671$4,191 ▼-1.4%15,6790.1%Oils/EnergyGOOGLAlphabet$268,812$268,812 ▲New Holding1,4200.1%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$265,377$227,356 ▼-46.1%3,7760.1%ETFVBVanguard Small-Cap ETF$257,886$138,196 ▼-34.9%1,0730.1%ETFPGProcter & Gamble$242,087$242,087 ▲New Holding1,4440.1%Consumer StaplesABBVAbbVie$240,494$4,444 ▲1.9%1,3530.1%MedicalHOMBHome Bancshares, Inc. (Conway, AR)$233,615$1,104 ▲0.5%8,2550.1%FinanceIDMOInvesco S&P International Developed Momentum ETF$233,3190.0%5,7410.1%ETFWMBWilliams Companies$227,575$227,575 ▲New Holding4,2050.1%Oils/EnergyDISWalt Disney$223,053$223,053 ▲New Holding2,0030.1%Consumer DiscretionaryDFASDimensional U.S. Small Cap ETF$219,124$6,573 ▲3.1%3,3670.1%ETFDGROiShares Core Dividend Growth ETF$215,845$61 ▲0.0%3,5190.1%ETFRSGRepublic Services$211,440$211,440 ▲New Holding1,0510.1%Business ServicesJNJJohnson & Johnson$209,795$209,795 ▲New Holding1,4510.1%MedicalOIIOceaneering International$209,083$209,083 ▲New Holding8,0170.1%Oils/EnergyHONHoneywell International$207,142$207,142 ▲New Holding9170.1%Multi-Sector ConglomeratesLHXL3Harris Technologies$203,551$5,257 ▲2.7%9680.1%AerospaceSHYiShares 1-3 Year Treasury Bond ETF$202,0810.0%2,4650.1%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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