Institutional
MERIDIAN MANAGEMENT CO
CIK 0000806097
$401.9M
Reported AUM
81
Positions
Q1 2026
Period
2026-05-05
Filed
Editorial summary
Summary for MERIDIAN MANAGEMENT CO · Q1 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $70.63 | -0.65% | 30.57% | 58.27% | $38.7M | 9.62% | — | HELD |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | $81.26 | -0.15% | 2.35% | 3.75% | $32.9M | 8.19% | — | HELD |
| 3 | IVV | ISHARES TR | $750.46 | 0.71% | 20.75% | 76.27% | $30.6M | 7.61% | — | HELD |
| 4 | GVI | ISHARES TR | $105.29 | -0.17% | 1.82% | 4.22% | $24.5M | 6.11% | — | HELD |
| 5 | IJH | ISHARES TR | $75.29 | -0.08% | 22.45% | 46.59% | $20.5M | 5.10% | — | HELD |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $58.76 | 0.97% | 20.53% | 30.20% | $16.3M | 4.04% | — | HELD |
| 7 | IJR | ISHARES TR | $145.46 | -0.03% | 35.90% | 40.20% | $13.0M | 3.23% | — | HELD |
| 8 | IEF | ISHARES TR | $92.95 | -0.28% | 0.90% | -8.09% | $12.5M | 3.12% | — | HELD |
| 9 | INTF | ISHARES TR | $41.95 | -0.73% | 29.19% | 66.42% | $10.4M | 2.59% | — | HELD |
| 10 | WMT | WALMART INC | $111.21 | 0.09% | 13.75% | 139.00% | $10.0M | 2.50% | — | HELD |
| 11 | TIP | ISHARES TR | $107.61 | -0.13% | 1.79% | 0.96% | $10.0M | 2.49% | — | HELD |
| 12 | IEUR | ISHARES TR | $76.69 | -0.49% | 22.88% | 51.18% | $8.7M | 2.18% | — | HELD |
| 13 | DE | DEERE & CO | $592.75 | -1.12% | 19.78% | 67.43% | $7.3M | 1.81% | — | HELD |
| 14 | AGG | ISHARES TR | $97.39 | -0.24% | 1.78% | -1.82% | $7.1M | 1.77% | — | HELD |
| 15 | KEYS | KEYSIGHT TECHNOLOGIES INC | $319.29 | 2.11% | 102.23% | 78.89% | $6.6M | 1.64% | — | HELD |
| 16 | CPAY | CORPAY INC | $382.11 | -2.05% | 23.30% | 48.18% | $6.4M | 1.60% | — | HELD |
| 17 | AMZN | AMAZON COM INC | $271.42 | 15.25% | 9.66% | 35.70% | $6.4M | 1.59% | — | HELD |
| 18 | GOOG | ALPHABET INC | $356.65 | 6.88% | 76.17% | 131.42% | $6.0M | 1.48% | — | HELD |
| 19 | SCHA | SCHWAB STRATEGIC TR | $33.54 | -0.45% | 33.85% | 38.38% | $5.7M | 1.42% | — | HELD |
| 20 | GNRC | GENERAC HLDGS INC | $197.11 | 2.71% | -0.89% | -56.08% | $5.6M | 1.39% | — | HELD |
| 21 | VO | VANGUARD INDEX FDS | $80.94 | -0.06% | 16.07% | 40.55% | $5.6M | 1.38% | — | HELD |
| 22 | META | META PLATFORMS INC | $556.34 | 3.21% | -27.89% | 43.33% | $5.5M | 1.38% | — | HELD |
| 23 | TMO | THERMO FISHER SCIENTIFIC INC | $574.12 | -0.46% | 25.02% | 5.40% | $5.2M | 1.30% | — | HELD |
| 24 | QURE | QUANTA SVCS INC | $43.63 | 3.41% | 217.63% | 50.00% | $5.1M | 1.26% | — | HELD |
| 25 | IQV | IQVIA HLDGS INC | $235.02 | -1.16% | 28.14% | -9.99% | $5.0M | 1.24% | — | HELD |
| 26 | EWJ | ISHARES INC | $92.39 | -0.96% | 29.81% | 51.77% | $4.8M | 1.20% | — | HELD |
| 27 | ULTA | ULTA BEAUTY INC | $512.83 | -0.75% | 1.77% | 33.42% | $4.6M | 1.15% | — | HELD |
| 28 | AAPL | APPLE INC | $310.42 | -6.90% | 53.24% | 108.42% | $4.5M | 1.13% | — | HELD |
| 29 | V | VISA INC | $366.16 | -0.03% | 8.84% | 65.83% | $4.4M | 1.10% | — | HELD |
| 30 | CRM | SALESFORCE INC | $184.03 | 1.84% | -26.27% | -29.69% | $4.4M | 1.09% | — | HELD |
| 31 | TPL | TEXAS PACIFIC LAND CORPORATI | $402.58 | 2.11% | — | — | $3.9M | 0.96% | — | HELD |
| 32 | FTNT | FORTINET INC | $161.95 | 4.99% | — | — | $3.8M | 0.95% | — | HELD |
| 33 | EMXC | ISHARES INC | $92.12 | 1.03% | — | — | $3.7M | 0.93% | — | HELD |
| 34 | ADBE | ADOBE INC | $250.41 | 1.01% | — | — | $3.7M | 0.92% | — | HELD |
| 35 | INTU | INTUIT | $316.07 | 0.18% | — | — | $3.7M | 0.92% | — | HELD |
| 36 | NVDA | NVIDIA CORPORATION | $201.19 | 3.15% | — | — | $3.4M | 0.85% | — | HELD |
| 37 | IWF | ISHARES TR | $118.35 | 0.78% | — | — | $3.3M | 0.81% | — | HELD |
| 38 | APD | AIR PRODUCTS AND CHEMICALS I | $294.89 | -1.77% | — | — | $3.2M | 0.79% | — | HELD |
| 39 | AVGO | BROADCOM INC | $389.53 | 0.44% | — | — | $2.9M | 0.73% | — | HELD |
| 40 | CVX | CHEVRON CORPORATION | $196.85 | 2.36% | — | — | $2.9M | 0.72% | — | HELD |
| 41 | SPGI | S&P GLOBAL INC | $411.77 | -0.78% | — | — | $2.6M | 0.64% | — | HELD |
| 42 | RMD | RESMED INC | $211.03 | 1.18% | — | — | $2.5M | 0.63% | — | HELD |
| 43 | MSFT | MICROSOFT CORP | $465.00 | 3.08% | — | — | $2.5M | 0.61% | — | HELD |
| 44 | RTX | RTX CORPORATION | $215.15 | 0.36% | — | — | $2.3M | 0.58% | — | HELD |
| 45 | ICE | INTERCONTINENTAL EXCHANGE IN | $152.48 | -2.43% | — | — | $2.3M | 0.58% | — | HELD |
| 46 | CSX | CSX CORP | $50.40 | 0.42% | — | — | $2.2M | 0.55% | — | HELD |
| 47 | KO | COCA COLA CO | $87.58 | -1.02% | — | — | $2.0M | 0.49% | — | HELD |
| 48 | IBM | INTERNATIONAL BUSINESS MACHS | $223.79 | 0.92% | — | — | $1.8M | 0.44% | — | HELD |
| 49 | EWC | ISHARES INC | $59.39 | -0.67% | — | — | $1.7M | 0.42% | — | HELD |
| 50 | IYW | ISHARES TR | $238.04 | 0.46% | — | — | $1.7M | 0.42% | — | HELD |
| 51 | GE | GE AEROSPACE | $360.33 | 1.49% | — | — | $1.4M | 0.34% | — | HELD |
| 52 | VOO | VANGUARD INDEX FDS | $686.71 | 0.72% | — | — | $1.3M | 0.33% | — | HELD |
| 53 | ITOT | ISHARES TR | $163.53 | 0.54% | — | — | $1.2M | 0.29% | — | HELD |
| 54 | SCHD | SCHWAB STRATEGIC TR | $33.47 | 0.18% | — | — | $1.1M | 0.28% | — | HELD |
| 55 | GEV | GE VERNOVA INC | $990.11 | 0.83% | — | — | $1.1M | 0.26% | — | HELD |
| 56 | BMY | BRISTOL-MYERS SQUIBB CO | $65.31 | 0.69% | — | — | $851K | 0.21% | — | HELD |
| 57 | IVW | ISHARES TR | $135.21 | 1.41% | — | — | $823K | 0.20% | — | HELD |
| 58 | XOM | EXXON MOBIL CORP | $155.44 | -0.97% | — | — | $751K | 0.19% | — | HELD |
| 59 | VYM | VANGUARD WHITEHALL FDS | $161.91 | -0.03% | — | — | $719K | 0.18% | — | HELD |
| 60 | CARR | CARRIER GLOBAL CORPORATION | $61.81 | 0.68% | — | — | $676K | 0.17% | — | HELD |
| 61 | IWP | ISHARES TR | $137.03 | -0.33% | — | — | $666K | 0.17% | — | HELD |
| 62 | LMT | LOCKHEED MARTIN CORP | $583.00 | 1.55% | — | — | $633K | 0.16% | — | HELD |
| 63 | COIN | COINBASE GLOBAL INC | $146.44 | -10.48% | — | — | $592K | 0.15% | — | HELD |
| 64 | HDV | ISHARES TR | $28.73 | 0.03% | — | — | $543K | 0.14% | — | HELD |
| 65 | OTIS | OTIS WORLDWIDE CORP | $71.95 | 0.36% | — | — | $462K | 0.12% | — | HELD |
| 66 | RF | REGIONS FINANCIAL CORP NEW | $30.95 | 0.32% | — | — | $444K | 0.11% | — | HELD |
| 67 | FDX | FEDEX CORP | $307.40 | -0.37% | — | — | $416K | 0.10% | — | HELD |
| 68 | DIA | STATE STR SPDR DOW JONES IND | $524.44 | 0.56% | — | — | $406K | 0.10% | — | HELD |
| 69 | SCHR | SCHWAB STRATEGIC TR | $24.41 | -0.20% | — | — | $330K | 0.08% | — | HELD |
| 70 | CRK | COMSTOCK RES INC | $13.26 | 4.41% | — | — | $318K | 0.08% | — | HELD |
| 71 | LHX | L3HARRIS TECHNOLOGIES INC | $277.06 | 1.90% | — | — | $314K | 0.08% | — | HELD |
| 72 | IYH | ISHARES TR | $68.34 | -0.70% | — | — | $308K | 0.08% | — | HELD |
| 73 | PFE | PFIZER INC | $25.01 | 0.40% | — | — | $291K | 0.07% | — | HELD |
| 74 | OII | OCEANEERING INTL INC | $48.78 | 2.39% | — | — | $284K | 0.07% | — | HELD |
| 75 | PEP | PEPSICO INC | $139.56 | -0.46% | — | — | $269K | 0.07% | — | HELD |
| 76 | VTI | VANGUARD INDEX FDS | $368.22 | 0.53% | — | — | $264K | 0.07% | — | HELD |
| 77 | IWM | ISHARES TR | $291.24 | -0.46% | — | — | $248K | 0.06% | — | HELD |
| 78 | FLOT | ISHARES TR | $51.06 | -0.02% | — | — | $244K | 0.06% | — | HELD |
| 79 | GLD | SPDR GOLD TR | $371.53 | -1.49% | — | — | $215K | 0.05% | — | HELD |
| 80 | KLAC | KLA CORP | $182.82 | 1.38% | — | — | $209K | 0.05% | — | HELD |
| 81 | MCD | MCDONALDS CORP | $270.67 | 0.83% | — | — | $204K | 0.05% | — | HELD |
Source: SEC EDGAR · accession 0000806097-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.