Meridian Management Co Portfolio Stock Holdings
According to the SEC 13F filed on August 4, 2026, Meridian Management Co disclosed 84 stock positions valued at approximately $445.55M as of quarter-end June 30, 2026. The largest holdings include VANGUARD TAX-MANAGED FDS, VANGUARD SCOTTSDALE FDS, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 84
- Portfolio Value
- $445.55M
Holdings by Sector
Meridian Management Co Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | Other | 9.45% | 590,999 | -12,239 | -2.03% | $42,108,702 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 7.94% | 428,030 | +30,432 | +7.65% | $35,376,648 |
| ISHARES TR | IVV | Other | 7.86% | 46,777 | -52 | -0.11% | $35,030,763 |
| ISHARES TR | GVI | Other | 5.48% | 230,306 | +184 | +0.08% | $24,434,295 |
| ISHARES TR | IJH | Other | 5.26% | 303,717 | +388 | +0.13% | $23,419,618 |
| ISHARES TR | AGG | Other | 4.15% | 186,700 | +115,075 | +160.66% | $18,479,566 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 4.08% | 304,758 | +4,104 | +1.37% | $18,191,005 |
| ISHARES TR | IJR | Other | 3.35% | 100,644 | -3,766 | -3.61% | $14,926,512 |
| ISHARES TR | IEF | Other | 2.94% | 138,437 | +7,073 | +5.38% | $13,091,987 |
| ISHARES TR | INTF | Other | 2.45% | 266,303 | -488 | -0.18% | $10,907,771 |
| ISHARES TR | IEUR | Other | 2.10% | 124,385 | -91 | -0.07% | $9,350,020 |
| WALMART INC | WMT | Consumer Defensive | 2.06% | 80,847 | - | - | $9,156,774 |
| DEERE & CO | DE | Industrials | 1.77% | 12,411 | -493 | -3.82% | $7,872,669 |
| GENERAC HLDGS INC | GNRC | Industrials | 1.74% | 26,412 | -2,146 | -7.51% | $7,733,698 |
| KEYSIGHT TECHNOLOGIES INC | KEYS | Technology | 1.70% | 21,583 | -1,783 | -7.63% | $7,555,561 |
| CORPAY INC | CPAY | Technology | 1.59% | 21,275 | -873 | -3.94% | $7,090,319 |
| FORTINET INC | FTNT | Technology | 1.56% | 45,194 | -1,735 | -3.70% | $6,942,702 |
| ALPHABET INC | GOOG | Communication Services | 1.54% | 19,465 | -1,278 | -6.16% | $6,877,568 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.49% | 27,936 | -2,810 | -9.14% | $6,658,267 |
| SCHWAB STRATEGIC TR | SCHA | Other | 1.49% | 184,212 | -11,881 | -6.06% | $6,655,580 |
| VANGUARD INDEX FDS | VO | Other | 1.37% | 76,037 | +56,668 | +292.57% | $6,126,282 |
| MICROSOFT CORP | MSFT | Technology | 1.35% | 16,106 | +9,483 | +143.18% | $6,007,860 |
| ISHARES INC | EMXC | Other | 1.30% | 56,501 | +9,031 | +19.02% | $5,780,052 |
| META PLATFORMS INC | META | Communication Services | 1.20% | 9,520 | -155 | -1.60% | $5,362,745 |
| ISHARES INC | EWJ | Other | 1.19% | 56,991 | -109 | -0.19% | $5,315,551 |
| SALESFORCE INC | CRM | Technology | 1.19% | 33,706 | +10,278 | +43.87% | $5,280,382 |
| NVIDIA CORPORATION | NVDA | Technology | 1.12% | 25,044 | +5,383 | +27.38% | $5,011,054 |
| BROADCOM INC | AVGO | Technology | 1.12% | 13,229 | +3,804 | +40.36% | $4,997,255 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.12% | 9,956 | -649 | -6.12% | $4,991,628 |
| VISA INC | V | Financial Services | 1.11% | 14,421 | -223 | -1.52% | $4,947,576 |
Showing 30 of 84 holdings in the latest reporting period.