Sponsored

The Analysis of MERIDIAN MANAGEMENT CO's Holdings & P&L

Currently, MERIDIAN MANAGEMENT CO holds 84 types of securities in its portfolio with a total value $445.6M. In the most recent quarter, they have increased their positions in N/A (+115.1K shares, valued at $11.4M), VO (+56.7K shares, valued at $4.6M), MSFT (+9.5K shares, valued at $3.5M); decreased their positions in TIP (-86.8K shares, valued at $9.5M), N/A (-4.0K shares, valued at $2.9M), IQV (-4.6K shares, valued at $882.4K); initiated new positions in LLY (+2.3K shares, valued at $2.7M), CDNS (+6.9K shares, valued at $2.6M), ISRG (+6.3K shares, valued at $2.5M).

1M P&L

+12.3M+3.45%

3M P&L

+5.6M+1.54%

HY P&L

-12.2M-3.19%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A232.5M

64.4%

2Software - Infrastructure21.2M

5.9%

3Diagnostics & Research9.7M

2.7%

Top Industries by Stock Count

1N/A28 stocks

38.9%

2Drug Manufacturers - General4 stocks

5.6%

3Software - Infrastructure4 stocks

5.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD TAX-MANAGED FDS591.0K shares-2.03%2026-06-302026-08-04

VCIT VANGUARD SCOTTSDALE FDS428.0K shares7.65%2026-06-302026-08-04

ISHARES TR ISHARES TR46.8K shares-0.11%2026-06-302026-08-04

GVI ISHARES TR230.3K shares0.08%2026-06-302026-08-04

IJH ISHARES TR303.7K shares0.13%2026-06-302026-08-04

ISHARES TR ISHARES TR186.7K shares160.66%2026-06-302026-08-04

VWO VANGUARD INTL EQUITY INDEX F304.8K shares1.37%2026-06-302026-08-04

IJR ISHARES TR100.6K shares-3.61%2026-06-302026-08-04

Sponsored

IEF ISHARES TR138.4K shares5.38%2026-06-302026-08-04

INTF ISHARES TR266.3K shares-0.18%2026-06-302026-08-04

IEUR ISHARES TR124.4K shares-0.07%2026-06-302026-08-04

WMT WALMART INC80.8K shares0.00%2026-06-302026-08-04

DE DEERE & CO12.4K shares-3.82%2026-06-302026-08-04

GNRC GENERAC HLDGS INC26.4K shares-7.51%2026-06-302026-08-04

KEYS KEYSIGHT TECHNOLOGIES INC21.6K shares-7.63%2026-06-302026-08-04

CPAY CORPAY INC21.3K shares-3.94%2026-06-302026-08-04

Sponsored

FTNT FORTINET INC45.2K shares-3.70%2026-06-302026-08-04

GOOG ALPHABET INC19.5K shares-6.16%2026-06-302026-08-04

AMZN AMAZON COM INC27.9K shares-9.14%2026-06-302026-08-04

SCHA SCHWAB STRATEGIC TR184.2K shares-6.06%2026-06-302026-08-04

VO VANGUARD INDEX FDS76.0K shares292.57%2026-06-302026-08-04

MSFT MICROSOFT CORP16.1K shares143.18%2026-06-302026-08-04

EMXC ISHARES INC56.5K shares19.02%2026-06-302026-08-04

META PLATFORMS INC META PLATFORMS INC9.5K shares-1.60%2026-06-302026-08-04

Sponsored

EWJ ISHARES INC57.0K shares-0.19%2026-06-302026-08-04

CRM SALESFORCE INC33.7K shares43.87%2026-06-302026-08-04

NVDA NVIDIA CORPORATION25.0K shares27.38%2026-06-302026-08-04

BROADCOM INC BROADCOM INC13.2K shares40.36%2026-06-302026-08-04

TMO THERMO FISHER SCIENTIFIC INC10.0K shares-6.12%2026-06-302026-08-04

VISA INC VISA INC14.4K shares-1.52%2026-06-302026-08-04

IQV IQVIA HLDGS INC24.6K shares-15.67%2026-06-302026-08-04

AAPL APPLE INC16.3K shares-8.97%2026-06-302026-08-04

Sponsored

ULTA BEAUTY INC ULTA BEAUTY INC8.7K shares-2.29%2026-06-302026-08-04

IWF ISHARES TR30.6K shares300.00%2026-06-302026-08-04

QUANTA SVCS INC QUANTA SVCS INC5.3K shares-42.94%2026-06-302026-08-04

TPL TEXAS PACIFIC LAND CORPORATI7.8K shares-4.13%2026-06-302026-08-04

LLY ELI LILLY & CO2.3K sharesnew addition2026-06-302026-08-04

RMD RESMED INC13.4K shares18.26%2026-06-302026-08-04

CDNS CADENCE DESIGN SYSTEM INC6.9K sharesnew addition2026-06-302026-08-04

CSX CSX CORP54.0K shares0.00%2026-06-302026-08-04

Sponsored

ISRG INTUITIVE SURGICAL INC6.3K sharesnew addition2026-06-302026-08-04

IYW ISHARES TR9.2K shares0.00%2026-06-302026-08-04

S&P GLOBAL INC S&P GLOBAL INC5.7K shares-5.99%2026-06-302026-08-04

RTX CORPORATION RTX CORPORATION12.1K shares0.00%2026-06-302026-08-04

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC2.9K sharesnew addition2026-06-302026-08-04

KO COCA COLA CO25.8K shares0.00%2026-06-302026-08-04

IBM INTERNATIONAL BUSINESS MACHS7.3K shares0.00%2026-06-302026-08-04

ICE INTERCONTINENTAL EXCHANGE IN15.2K shares2.53%2026-06-302026-08-04

Sponsored

ASML ASML HLDG NV912 sharesnew addition2026-06-302026-08-04

GE GE AEROSPACE4.8K shares0.00%2026-06-302026-08-04

EWC ISHARES INC30.4K shares-0.19%2026-06-302026-08-04

VOO VANGUARD INDEX FDS2.2K shares0.00%2026-06-302026-08-04

GEV GE VERNOVA INC1.2K shares0.00%2026-06-302026-08-04

NVO NOVO-NORDISK A S28.8K sharesnew addition2026-06-302026-08-04

ITOT ISHARES TR8.1K shares0.00%2026-06-302026-08-04

ABNB AIRBNB INC9.1K sharesnew addition2026-06-302026-08-04

Sponsored

UBER UBER TECHNOLOGIES INC16.4K sharesnew addition2026-06-302026-08-04

SCHD SCHWAB STRATEGIC TR37.0K shares0.79%2026-06-302026-08-04

SNPS SYNOPSYS INC2.6K sharesnew addition2026-06-302026-08-04

IVW ISHARES TR7.3K shares0.00%2026-06-302026-08-04

CARR CARRIER GLOBAL CORPORATION12.0K shares0.00%2026-06-302026-08-04

BMY BRISTOL-MYERS SQUIBB CO14.0K shares0.00%2026-06-302026-08-04

VYM VANGUARD WHITEHALL FDS4.9K shares0.00%2026-06-302026-08-04

IWP ISHARES TR5.2K shares0.00%2026-06-302026-08-04

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP4.4K shares0.00%2026-06-302026-08-04

HDV ISHARES TR20.0K shares400.00%2026-06-302026-08-04

LMT LOCKHEED MARTIN CORP1.0K shares0.00%2026-06-302026-08-04

RF REGIONS FINANCIAL CORP NEW17.0K shares0.00%2026-06-302026-08-04

DIA STATE STR SPDR DOW JONES IND877 shares0.00%2026-06-302026-08-04

TIP ISHARES TR3.9K shares-95.66%2026-06-302026-08-04

OTIS OTIS WORLDWIDE CORP6.0K shares0.00%2026-06-302026-08-04

KLAC KLA CORP1.4K shares900.00%2026-06-302026-08-04

Sponsored

FDX FEDEX CORP1.2K shares0.00%2026-06-302026-08-04

IYH ISHARES TR5.0K shares0.00%2026-06-302026-08-04

OII OCEANEERING INTL INC8.0K shares0.00%2026-06-302026-08-04

SCHR SCHWAB STRATEGIC TR13.0K shares-1.55%2026-06-302026-08-04

VANGUARD INDEX FDS VANGUARD INDEX FDS823 shares0.00%2026-06-302026-08-04

IWM ISHARES TR1.0K shares0.00%2026-06-302026-08-04

LHX L3HARRIS TECHNOLOGIES INC910 shares0.00%2026-06-302026-08-04

PFE PFIZER INC10.4K shares0.00%2026-06-302026-08-04

Sponsored

PEP PEPSICO INC1.7K shares0.00%2026-06-302026-08-04

CRK COMSTOCK RES INC15.1K shares0.00%2026-06-302026-08-04

BRK.B BERKSHIRE HATHAWAY INC DEL415 sharesnew addition2026-06-302026-08-04

FHN FIRST HORIZON CORPORATION8.0K sharesnew addition2026-06-302026-08-04

VEA

VANGUARD TAX-MANAGED FDS

-2.03%

Shares591.0K

Event2026-06-30

Filed2026-08-04

VCIT

VANGUARD SCOTTSDALE FDS

7.65%

Shares428.0K

Event2026-06-30

Filed2026-08-04

ISHARES TR

-0.11%

Shares46.8K

Event2026-06-30

Filed2026-08-04

GVI

ISHARES TR

0.08%

Shares230.3K

Event2026-06-30

Filed2026-08-04

IJH

ISHARES TR

0.13%

Shares303.7K

Event2026-06-30

Filed2026-08-04

ISHARES TR

160.66%

Shares186.7K

Event2026-06-30

Filed2026-08-04

VWO

VANGUARD INTL EQUITY INDEX F

1.37%

Shares304.8K

Event2026-06-30

Filed2026-08-04

IJR

ISHARES TR

-3.61%

Shares100.6K

Event2026-06-30

Filed2026-08-04

IEF

ISHARES TR

5.38%

Shares138.4K

Event2026-06-30

Filed2026-08-04

INTF

ISHARES TR

-0.18%

Shares266.3K

Event2026-06-30

Filed2026-08-04

IEUR

ISHARES TR

-0.07%

Shares124.4K

Event2026-06-30

Filed2026-08-04

WMT

WALMART INC

0.00%

Shares80.8K

Event2026-06-30

Filed2026-08-04

DEERE & CO

-3.82%

Shares12.4K

Event2026-06-30

Filed2026-08-04

GNRC

GENERAC HLDGS INC

-7.51%

Shares26.4K

Event2026-06-30

Filed2026-08-04

KEYS

KEYSIGHT TECHNOLOGIES INC

-7.63%

Shares21.6K

Event2026-06-30

Filed2026-08-04

CPAY

CORPAY INC

-3.94%

Shares21.3K

Event2026-06-30

Filed2026-08-04

FTNT

FORTINET INC

-3.70%

Shares45.2K

Event2026-06-30

Filed2026-08-04

GOOG

ALPHABET INC

-6.16%

Shares19.5K

Event2026-06-30

Filed2026-08-04

AMZN

AMAZON COM INC

-9.14%

Shares27.9K

Event2026-06-30

Filed2026-08-04

SCHA

SCHWAB STRATEGIC TR

-6.06%

Shares184.2K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

292.57%

Shares76.0K

Event2026-06-30

Filed2026-08-04

MSFT

MICROSOFT CORP

143.18%

Shares16.1K

Event2026-06-30

Filed2026-08-04

EMXC

ISHARES INC

19.02%

Shares56.5K

Event2026-06-30

Filed2026-08-04

META PLATFORMS INC

-1.60%

Shares9.5K

Event2026-06-30

Filed2026-08-04

EWJ

ISHARES INC

-0.19%

Shares57.0K

Event2026-06-30

Filed2026-08-04

CRM

SALESFORCE INC

43.87%

Shares33.7K

Event2026-06-30

Filed2026-08-04

NVDA

NVIDIA CORPORATION

27.38%

Shares25.0K

Event2026-06-30

Filed2026-08-04

BROADCOM INC

40.36%

Shares13.2K

Event2026-06-30

Filed2026-08-04

TMO

THERMO FISHER SCIENTIFIC INC

-6.12%

Shares10.0K

Event2026-06-30

Filed2026-08-04

VISA INC

-1.52%

Shares14.4K

Event2026-06-30

Filed2026-08-04

IQV

IQVIA HLDGS INC

-15.67%

Shares24.6K

Event2026-06-30

Filed2026-08-04

AAPL

APPLE INC

-8.97%

Shares16.3K

Event2026-06-30

Filed2026-08-04

ULTA BEAUTY INC

-2.29%

Shares8.7K

Event2026-06-30

Filed2026-08-04

IWF

ISHARES TR

300.00%

Shares30.6K

Event2026-06-30

Filed2026-08-04

QUANTA SVCS INC

-42.94%

Shares5.3K

Event2026-06-30

Filed2026-08-04

TPL

TEXAS PACIFIC LAND CORPORATI

-4.13%

Shares7.8K

Event2026-06-30

Filed2026-08-04

LLY

ELI LILLY & CO

New

Shares2.3K

Event2026-06-30

Filed2026-08-04

RMD

RESMED INC

18.26%

Shares13.4K

Event2026-06-30

Filed2026-08-04

CDNS

CADENCE DESIGN SYSTEM INC

New

Shares6.9K

Event2026-06-30

Filed2026-08-04

CSX

CSX CORP

0.00%

Shares54.0K

Event2026-06-30

Filed2026-08-04

ISRG

INTUITIVE SURGICAL INC

New

Shares6.3K

Event2026-06-30

Filed2026-08-04

IYW

ISHARES TR

0.00%

Shares9.2K

Event2026-06-30

Filed2026-08-04

S&P GLOBAL INC

-5.99%

Shares5.7K

Event2026-06-30

Filed2026-08-04

RTX CORPORATION

0.00%

Shares12.1K

Event2026-06-30

Filed2026-08-04

CROWDSTRIKE HLDGS INC

New

Shares2.9K

Event2026-06-30

Filed2026-08-04

COCA COLA CO

0.00%

Shares25.8K

Event2026-06-30

Filed2026-08-04

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares7.3K

Event2026-06-30

Filed2026-08-04

ICE

INTERCONTINENTAL EXCHANGE IN

2.53%

Shares15.2K

Event2026-06-30

Filed2026-08-04

ASML

ASML HLDG NV

New

Shares912

Event2026-06-30

Filed2026-08-04

GE AEROSPACE

0.00%

Shares4.8K

Event2026-06-30

Filed2026-08-04

EWC

ISHARES INC

-0.19%

Shares30.4K

Event2026-06-30

Filed2026-08-04

VOO

VANGUARD INDEX FDS

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-04

GEV

GE VERNOVA INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-04

NVO

NOVO-NORDISK A S

New

Shares28.8K

Event2026-06-30

Filed2026-08-04

ITOT

ISHARES TR

0.00%

Shares8.1K

Event2026-06-30

Filed2026-08-04

ABNB

AIRBNB INC

New

Shares9.1K

Event2026-06-30

Filed2026-08-04

UBER

UBER TECHNOLOGIES INC

New

Shares16.4K

Event2026-06-30

Filed2026-08-04

SCHD

SCHWAB STRATEGIC TR

0.79%

Shares37.0K

Event2026-06-30

Filed2026-08-04

SNPS

SYNOPSYS INC

New

Shares2.6K

Event2026-06-30

Filed2026-08-04

IVW

ISHARES TR

0.00%

Shares7.3K

Event2026-06-30

Filed2026-08-04

CARR

CARRIER GLOBAL CORPORATION

0.00%

Shares12.0K

Event2026-06-30

Filed2026-08-04

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares14.0K

Event2026-06-30

Filed2026-08-04

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares4.9K

Event2026-06-30

Filed2026-08-04

IWP

ISHARES TR

0.00%

Shares5.2K

Event2026-06-30

Filed2026-08-04

EXXON MOBIL CORP

0.00%

Shares4.4K

Event2026-06-30

Filed2026-08-04

HDV

ISHARES TR

400.00%

Shares20.0K

Event2026-06-30

Filed2026-08-04

LMT

LOCKHEED MARTIN CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-04

REGIONS FINANCIAL CORP NEW

0.00%

Shares17.0K

Event2026-06-30

Filed2026-08-04

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares877

Event2026-06-30

Filed2026-08-04

TIP

ISHARES TR

-95.66%

Shares3.9K

Event2026-06-30

Filed2026-08-04

OTIS

OTIS WORLDWIDE CORP

0.00%

Shares6.0K

Event2026-06-30

Filed2026-08-04

KLAC

KLA CORP

900.00%

Shares1.4K

Event2026-06-30

Filed2026-08-04

FDX

FEDEX CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-04

IYH

ISHARES TR

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-04

OII

OCEANEERING INTL INC

0.00%

Shares8.0K

Event2026-06-30

Filed2026-08-04

SCHR

SCHWAB STRATEGIC TR

-1.55%

Shares13.0K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

0.00%

Shares823

Event2026-06-30

Filed2026-08-04

IWM

ISHARES TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-04

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares910

Event2026-06-30

Filed2026-08-04

PFE

PFIZER INC

0.00%

Shares10.4K

Event2026-06-30

Filed2026-08-04

PEP

PEPSICO INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-04

CRK

COMSTOCK RES INC

0.00%

Shares15.1K

Event2026-06-30

Filed2026-08-04

BRK.B

BERKSHIRE HATHAWAY INC DEL

New

Shares415

Event2026-06-30

Filed2026-08-04

FHN

FIRST HORIZON CORPORATION

New

Shares8.0K

Event2026-06-30

Filed2026-08-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available