Meridian Management CO Portfolio Holdings

Meridian Management CO

  • $367 Million
  • Q3 2025

Meridian Management CO has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $367 Million distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $34.2M, Ishares Core S&P 500 ETF with a value of $33.9M, Vanguard Intermediate Term Cor with a value of $28.8M, Ishares Tr with a value of $20.8M, and Ishares Core S&P Mid Cap ETF with a value of $18.6M.

Examining the 13F form we can see an increase of $12.4M in the current position value, from $355M to 367M.

Below you can find more details about Meridian Management CO portfolio as well as his latest detailed transactions.

Portfolio value $367 Million
ETFs: $243 Million
Technology: $41.2 Million
Industrials: $21.6 Million
Communication Services: $14.2 Million
Healthcare: $14 Million
Consumer Cyclical: $12.3 Million
Consumer Defensive: $10.3 Million
Energy: $6.23 Million
Other: $4.86 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$32B
$6.33 Million 1.72% of portfolio
36,165
Q3 2025 Added 1.49%
$151B
$5.89 Million 1.6% of portfolio
16,706
Q3 2025 Added 48.39%
$27.1B
$5.62 Million 1.53% of portfolio
10,272
Q3 2025 Reduced 13.29%
$41B
$5.5 Million 1.5% of portfolio
28,979
Q3 2025 Added 1.23%
$144B
$5.37 Million 1.46% of portfolio
11,746
Q3 2025 Added 13.4%
$12.5B
$4.47 Million 1.22% of portfolio
15,028
Q3 2025 Added 1.25%
$61.4B
$4.05 Million 1.1% of portfolio
9,779
Q3 2025 Reduced 0.49%
$64.9B
$3.75 Million 1.02% of portfolio
44,627
Q3 2025 Added 1.14%
$46.4B
$3.3 Million 0.9% of portfolio
13,689
Q3 2025 Added 2.16%
$26.5B
$3.09 Million 0.84% of portfolio
21,614
Q3 2025 Reduced 1.93%
$35.8B
$2.52 Million 0.69% of portfolio
9,221
Q3 2025 New
$73.4B
$1.92 Million 0.52% of portfolio
54,000
Q2 2025 Reduced 0.09%
$40.3B
$1.22 Million 0.33% of portfolio
3,617
Q3 2025 New
$45.2B
$716,000 0.19% of portfolio
12,000
Q1 2025 Reduced 2.89%
$99.5B
$633,000 0.17% of portfolio
14,045
Q2 2025 Reduced 1.54%
$37B
$549,000 0.15% of portfolio
6,007
Q2 2025 Reduced 0.71%
$23.3B
$460,000 0.13% of portfolio
17,480
Q3 2025 Reduced 9.58%
$71.6B
$438,000 0.12% of portfolio
6,537
Q3 2025 Reduced 91.83%
$139B
$286,000 0.08% of portfolio
867
Q2 2025 New
$55.4B
$277,000 0.08% of portfolio
910
Q2 2025 New
$141B
$263,000 0.07% of portfolio
10,359
Q2 2025 Reduced 38.87%
$68.9B
$275,000 0.07% of portfolio
1,167
Q2 2025 Reduced 0.34%

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $367 Million
  • Prior Value $355 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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