MERIDIAN MANAGEMENT CO

Est. AUM

$334.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$38.7M	603238	11.57%	SOLE
2	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$32.9M	397598	9.85%	SOLE
3	ISHARES TR	CORE S&P500 ETF	$30.6M	46829	9.16%	SOLE
4	ISHARES TR	INTRM GOV CR ETF	$24.5M	230122	7.35%	SOLE
5	ISHARES TR	CORE S&P MCP ETF	$20.5M	303329	6.13%	SOLE
6	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$16.3M	300654	4.86%	SOLE
7	ISHARES TR	CORE S&P SCP ETF	$13.0M	104410	3.89%	SOLE
8	ISHARES TR	7-10 YR TRSY BD	$12.5M	131364	3.75%	SOLE
9	ISHARES TR	INTL EQTY FACTOR	$10.4M	266791	3.11%	SOLE
10	ISHARES TR	TIPS BD ETF	$10.0M	90732	3.00%	SOLE
11	ISHARES TR	CORE MSCI EURO	$8.7M	124476	2.62%	SOLE
12	ISHARES TR	CORE US AGGBD ET	$7.1M	71625	2.13%	SOLE
13	KEYSIGHT TECHNOLOGIES INC	COM	$6.6M	23366	1.98%	SOLE
14	CORPAY INC	COM SHS	$6.4M	22148	1.93%	SOLE
15	SCHWAB STRATEGIC TR	US SML CAP ETF	$5.7M	196093	1.71%	SOLE
16	GENERAC HLDGS INC	COM	$5.6M	28558	1.67%	SOLE
17	VANGUARD INDEX FDS	MID CAP ETF	$5.6M	19369	1.67%	SOLE
18	THERMO FISHER SCIENTIFIC INC	COM	$5.2M	10605	1.56%	SOLE
19	QUANTA SVCS INC	COM	$5.1M	9223	1.52%	SOLE
20	IQVIA HLDGS INC	COM	$5.0M	29148	1.49%	SOLE
21	ISHARES INC	MSCI JAPAN ETF	$4.8M	57100	1.44%	SOLE
22	ULTA BEAUTY INC	COM	$4.6M	8868	1.39%	SOLE
23	SALESFORCE INC	COM	$4.4M	23428	1.31%	SOLE
24	TEXAS PACIFIC LAND CORPORATI	COM	$3.9M	8132	1.16%	SOLE
25	FORTINET INC	COM	$3.8M	46929	1.15%	SOLE
26	ISHARES INC	MSCI EMRG CHN	$3.7M	47470	1.12%	SOLE
27	ADOBE INC	COM	$3.7M	15241	1.11%	SOLE
28	INTUIT	COM	$3.7M	8562	1.11%	SOLE
29	ISHARES TR	RUS 1000 GRW ETF	$3.3M	7655	0.98%	SOLE
30	AIR PRODUCTS AND CHEMICALS I	COM	$3.2M	10982	0.95%	SOLE
31	CHEVRON CORPORATION	COM	$2.9M	14010	0.87%	SOLE
32	INTERCONTINENTAL EXCHANGE IN	COM	$2.3M	14811	0.70%	SOLE
33	CSX CORP	COM	$2.2M	54000	0.66%	SOLE
34	ISHARES INC	MSCI CDA ETF	$1.7M	30490	0.50%	SOLE
35	ISHARES TR	U.S. TECH ETF	$1.7M	9200	0.50%	SOLE
36	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.3M	2207	0.39%	SOLE
37	ISHARES TR	CORE S&P TTL STK	$1.2M	8100	0.35%	SOLE
38	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.1M	36666	0.34%	SOLE
39	BRISTOL-MYERS SQUIBB CO	COM	$851K	14037	0.25%	SOLE
40	ISHARES TR	S&P 500 GRWT ETF	$823K	7272	0.25%	SOLE
41	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$719K	4855	0.22%	SOLE
42	CARRIER GLOBAL CORPORATION	COM	$676K	12000	0.20%	SOLE
43	ISHARES TR	RUS MD CP GR ETF	$666K	5200	0.20%	SOLE
44	COINBASE GLOBAL INC	COM CL A	$592K	3392	0.18%	SOLE
45	ISHARES TR	CORE HIGH DV ETF	$543K	4000	0.16%	SOLE
46	OTIS WORLDWIDE CORP	COM	$462K	6000	0.14%	SOLE
47	REGIONS FINANCIAL CORP NEW	COM	$444K	17011	0.13%	SOLE
48	FEDEX CORP	COM	$416K	1167	0.12%	SOLE
49	STATE STR SPDR DOW JONES IND	UT SER 1	$406K	877	0.12%	SOLE
50	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$330K	13234	0.10%	SOLE

1–50 of 81

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.