Sponsored

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

Currently, MERIDIAN MANAGEMENT CO holds 81 types of securities in its portfolio with a total value $401.9M. In the most recent quarter, they have increased their positions in AGG (+69.5K shares, valued at $6.9M), INTU (+8.6K shares, valued at $3.7M), APD (+11.0K shares, valued at $3.2M); decreased their positions in TIP (-52.9K shares, valued at $5.8M), KEYS (-14.2K shares, valued at $4.0M), N/A (-11.5K shares, valued at $3.3M); initiated new positions in INTU (+8.6K shares, valued at $3.7M), APD (+11.0K shares, valued at $3.2M), CVX (+14.0K shares, valued at $2.9M).

1M P&L

-4.9M-1.18%

3M P&L

-21.1M-4.87%

HY P&L

+4.6M+1.12%

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/A258.7M

67.4%

2Software - Application11.8M

3.1%

3Diagnostics & Research10.2M

2.7%

Top Industries by Stock Count

1N/A32 stocks

42.1%

2Software - Application3 stocks

3.9%

3Financial Data & Stock Exchanges3 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD TAX-MANAGED FDS603.2K shares-3.88%2026-03-312026-05-05

VCIT VANGUARD SCOTTSDALE FDS397.6K shares5.09%2026-03-312026-05-05

IVV ISHARES TR46.8K shares-8.95%2026-03-312026-05-05

GVI ISHARES TR230.1K shares1.82%2026-03-312026-05-05

IJH ISHARES TR303.3K shares-0.66%2026-03-312026-05-05

VWO VANGUARD INTL EQUITY INDEX F300.7K shares8.42%2026-03-312026-05-05

IJR ISHARES TR104.4K shares-8.48%2026-03-312026-05-05

IEF ISHARES TR131.4K shares6.85%2026-03-312026-05-05

Sponsored

INTF ISHARES TR266.8K shares-1.55%2026-03-312026-05-05

WMT WALMART INC80.8K shares0.00%2026-03-312026-05-05

TIP ISHARES TR90.7K shares-36.84%2026-03-312026-05-05

IEUR ISHARES TR124.5K shares-0.18%2026-03-312026-05-05

DE DEERE & CO12.9K shares0.69%2026-03-312026-05-05

AGG ISHARES TR71.6K shares3323.76%2026-03-312026-05-05

KEYS KEYSIGHT TECHNOLOGIES INC23.4K shares-37.78%2026-03-312026-05-05

CORPAY INC CORPAY INC22.1K shares0.24%2026-03-312026-05-05

Sponsored

AMZN AMAZON COM INC30.7K shares0.42%2026-03-312026-05-05

ALPHABET INC ALPHABET INC20.7K shares-35.65%2026-03-312026-05-05

SCHA SCHWAB STRATEGIC TR196.1K shares-6.66%2026-03-312026-05-05

GNRC GENERAC HLDGS INC28.6K shares-0.15%2026-03-312026-05-05

VO VANGUARD INDEX FDS19.4K shares-0.21%2026-03-312026-05-05

META META PLATFORMS INC9.7K shares0.57%2026-03-312026-05-05

TMO THERMO FISHER SCIENTIFIC INC10.6K shares-1.64%2026-03-312026-05-05

PWR QUANTA SVCS INC9.2K shares-5.90%2026-03-312026-05-05

Sponsored

IQV IQVIA HLDGS INC29.1K shares-0.48%2026-03-312026-05-05

EWJ ISHARES INC57.1K shares0.00%2026-03-312026-05-05

ULTA ULTA BEAUTY INC8.9K shares-17.32%2026-03-312026-05-05

AAPL APPLE INC17.9K shares-1.16%2026-03-312026-05-05

V VISA INC14.6K shares2.22%2026-03-312026-05-05

CRM SALESFORCE INC23.4K shares-0.27%2026-03-312026-05-05

TPL TEXAS PACIFIC LAND CORPORATI8.1K shares5.75%2026-03-312026-05-05

FTNT FORTINET INC46.9K shares0.56%2026-03-312026-05-05

Sponsored

EMXC ISHARES INC47.5K shares0.00%2026-03-312026-05-05

ADBE ADOBE INC15.2K shares0.29%2026-03-312026-05-05

INTU INTUIT8.6K sharesnew addition2026-03-312026-05-05

NVDA NVIDIA CORPORATION19.7K shares0.10%2026-03-312026-05-05

IWF ISHARES TR7.7K shares-8.76%2026-03-312026-05-05

APD AIR PRODUCTS AND CHEMICALS I11.0K sharesnew addition2026-03-312026-05-05

BROADCOM INC BROADCOM INC9.4K shares0.30%2026-03-312026-05-05

CVX CHEVRON CORPORATION14.0K sharesnew addition2026-03-312026-05-05

Sponsored

SPGI S&P GLOBAL INC6.1K sharesnew addition2026-03-312026-05-05

RMD RESMED INC11.3K shares0.62%2026-03-312026-05-05

MSFT MICROSOFT CORP6.6K shares1135.63%2026-03-312026-05-05

RTX RTX CORPORATION12.1K shares-0.82%2026-03-312026-05-05

ICE INTERCONTINENTAL EXCHANGE IN14.8K sharesnew addition2026-03-312026-05-05

CSX CSX CORP54.0K shares0.00%2026-03-312026-05-05

KO COCA COLA CO25.8K shares0.00%2026-03-312026-05-05

IBM INTERNATIONAL BUSINESS MACHS7.3K shares0.00%2026-03-312026-05-05

Sponsored

EWC ISHARES INC30.5K shares0.00%2026-03-312026-05-05

IYW ISHARES TR9.2K shares0.00%2026-03-312026-05-05

GE AEROSPACE GE AEROSPACE4.8K shares0.00%2026-03-312026-05-05

VANGUARD INDEX FDS VANGUARD INDEX FDS2.2K shares0.00%2026-03-312026-05-05

ITOT ISHARES TR8.1K shares0.00%2026-03-312026-05-05

SCHD SCHWAB STRATEGIC TR36.7K shares20.77%2026-03-312026-05-05

GEV GE VERNOVA INC1.2K shares0.00%2026-03-312026-05-05

BMY BRISTOL-MYERS SQUIBB CO14.0K shares0.00%2026-03-312026-05-05

Sponsored

IVW ISHARES TR7.3K shares0.00%2026-03-312026-05-05

XOM EXXON MOBIL CORP4.4K shares0.00%2026-03-312026-05-05

VYM VANGUARD WHITEHALL FDS4.9K shares0.00%2026-03-312026-05-05

CARR CARRIER GLOBAL CORPORATION12.0K shares0.00%2026-03-312026-05-05

IWP ISHARES TR5.2K shares0.00%2026-03-312026-05-05

LMT LOCKHEED MARTIN CORP1.0K shares0.00%2026-03-312026-05-05

COIN COINBASE GLOBAL INC3.4K shares1.44%2026-03-312026-05-05

HDV ISHARES TR4.0K shares0.00%2026-03-312026-05-05

Sponsored

OTIS OTIS WORLDWIDE CORP6.0K shares-0.12%2026-03-312026-05-05

RF REGIONS FINANCIAL CORP NEW17.0K shares-2.68%2026-03-312026-05-05

FDX FEDEX CORP1.2K shares0.00%2026-03-312026-05-05

DIA STATE STR SPDR DOW JONES IND877 shares0.00%2026-03-312026-05-05

SCHR SCHWAB STRATEGIC TR13.2K shares-47.09%2026-03-312026-05-05

CRK COMSTOCK RES INC15.1K shares0.00%2026-03-312026-05-05

LHX L3HARRIS TECHNOLOGIES INC910 shares0.00%2026-03-312026-05-05

IYH ISHARES TR5.0K shares0.00%2026-03-312026-05-05

Sponsored

PFE PFIZER INC10.4K shares0.00%2026-03-312026-05-05

OII OCEANEERING INTL INC8.0K sharesnew addition2026-03-312026-05-05

PEP PEPSICO INC1.7K shares0.00%2026-03-312026-05-05

VTI VANGUARD INDEX FDS823 shares0.00%2026-03-312026-05-05

IWM ISHARES TR1.0K shares-23.08%2026-03-312026-05-05

FLOT ISHARES TR4.8K shares-35.60%2026-03-312026-05-05

GLD SPDR GOLD TR500 sharesnew addition2026-03-312026-05-05

KLAC KLA CORP142 sharesnew addition2026-03-312026-05-05

Sponsored

MCD MCDONALDS CORP656 shares0.00%2026-03-312026-05-05

VEA

VANGUARD TAX-MANAGED FDS

-3.88%

Shares603.2K

Event2026-03-31

Filed2026-05-05

VCIT

VANGUARD SCOTTSDALE FDS

5.09%

Shares397.6K

Event2026-03-31

Filed2026-05-05

IVV

ISHARES TR

-8.95%

Shares46.8K

Event2026-03-31

Filed2026-05-05

GVI

ISHARES TR

1.82%

Shares230.1K

Event2026-03-31

Filed2026-05-05

IJH

ISHARES TR

-0.66%

Shares303.3K

Event2026-03-31

Filed2026-05-05

VWO

VANGUARD INTL EQUITY INDEX F

8.42%

Shares300.7K

Event2026-03-31

Filed2026-05-05

IJR

ISHARES TR

-8.48%

Shares104.4K

Event2026-03-31

Filed2026-05-05

IEF

ISHARES TR

6.85%

Shares131.4K

Event2026-03-31

Filed2026-05-05

INTF

ISHARES TR

-1.55%

Shares266.8K

Event2026-03-31

Filed2026-05-05

WMT

WALMART INC

0.00%

Shares80.8K

Event2026-03-31

Filed2026-05-05

TIP

ISHARES TR

-36.84%

Shares90.7K

Event2026-03-31

Filed2026-05-05

IEUR

ISHARES TR

-0.18%

Shares124.5K

Event2026-03-31

Filed2026-05-05

DEERE & CO

0.69%

Shares12.9K

Event2026-03-31

Filed2026-05-05

AGG

ISHARES TR

3323.76%

Shares71.6K

Event2026-03-31

Filed2026-05-05

KEYS

KEYSIGHT TECHNOLOGIES INC

-37.78%

Shares23.4K

Event2026-03-31

Filed2026-05-05

CORPAY INC

0.24%

Shares22.1K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

0.42%

Shares30.7K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

-35.65%

Shares20.7K

Event2026-03-31

Filed2026-05-05

SCHA

SCHWAB STRATEGIC TR

-6.66%

Shares196.1K

Event2026-03-31

Filed2026-05-05

GNRC

GENERAC HLDGS INC

-0.15%

Shares28.6K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

-0.21%

Shares19.4K

Event2026-03-31

Filed2026-05-05