Meridian Management Co Holdings & Portfolio - 13F Filings Analysis - Stocknear

Meridian Management Co

CIK Number: 0000806097

365.83M
Market Value
71
# of Holdings
31 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 7, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 VEA Vanguard Develo...
58.70
-0.53% 686.29K -9% 34.88M 47.76 10.80% Share
2 IVV iShares Core S&...
648.30
-0.59% 48.59K -25.74% 27.3M 299.1 8.46% Share
3 VCIT Vanguard Interm...
83.42
-0.13% 283.41K -1.56% 23.17M 89.7 7.18% Share
4 VWO Vanguard Emergi...
51.52
-0.31% 471.43K -9.29% 21.34M 41.24 6.61% Share
5 GVI iShares Interme...
107.28
+0.02% 166.81K +0.05% 17.69M 112 5.48% Share
6 IJR iShares Core S&...
118.07
-0.39% 124.1K -11.6% 12.98M 108.75 4.02% Share
7 WMT Walmart Inc.
97.01
+0.94% 135.96K -5.54% 11.94M 30.93 3.70% Share
8 TIP iShares TIPS Bo...
111.18
-0.1% 100.7K +0.63% 11.19M 121.38 3.46% Share
9 VO Vanguard Mid Ca...
290.02
-0.32% 39.74K -13.61% 10.28M 145.98 3.18% Share
10 SCHA Schwab U.S. Sma...
27.32
-0.6% 434.18K -10.41% 10.17M 18.18 3.15% Share
11 IJH iShares Core S&...
65.18
-0.5% 172.4K -8.45% 10.06M 56.25 3.12% Share
12 INTF iShares Interna...
35.32
-0.52% 283.31K -4.08% 8.74M 26.44 2.71% Share
13 IEF iShares 7-10 Ye...
96.15
-0.08% 76.82K +7.55% 7.33M 95.69 2.27% Share
14 CPAY Corpay, Inc.
325.74
+0.18% 19.46K -1.79% 6.79M 305.96 2.10% Share
15 META Meta Platforms,...
738.70
-1.65% 10.22K -20.15% 5.89M 195.95 1.82% Share
16 AMZN Amazon.com, Inc...
229.00
-1.12% 28.5K -12.63% 5.42M 128.17 1.68% Share
17 CRM Salesforce, Inc...
256.28
+0.69% 19.93K -5.18% 5.35M 219.54 1.66% Share
18 V Visa Inc.
351.96
+0.60% 14.78K -3.39% 5.18M 87.36 1.60% Share
19 PYPL PayPal Holdings...
70.19
+0.19% 77.25K -1.4% 5.04M 72.95 1.56% Share
20 KEYS Keysight Techno...
163.41
-1.88% 32.65K +48.98% 4.89M 140.77 1.51% Share
21 EPAM EPAM Systems, I...
176.40
+1.27% 27.96K +32.00% 4.72M 192.86 1.46% Share
22 GOOG Alphabet Inc.
213.53
+0.55% 28.85K -3.37% 4.51M 53.92 1.40% Share
23 ULTA Ulta Beauty, In...
492.73
-7.14% 11.52K -0.87% 4.22M 341.36 1.31% Share
24 GNRC Generac Holding...
185.25
-0.89% 31.79K -0.67% 4.03M 138.41 1.25% Share
25 ZBRA Zebra Technolog...
317.09
-1.52% 14.07K +34.89% 3.98M 297.47 1.23% Share
26 FTNT Fortinet, Inc.
78.77
-0.66% 40.64K -1.75% 3.91M 77.55 1.21% Share
27 AAPL Apple Inc.
232.14
-0.18% 17.59K -30.66% 3.91M 30.94 1.21% Share
28 FANG Diamondback Ene...
148.76
-0.27% 19.61K -2.41% 3.13M 96.07 0.97% Share
29 FI Fiserv, Inc.
138.14
+0.36% 14.07K -53.95% 3.11M 112.46 0.96% Share
30 TPL Texas Pacific L...
932.75
+1.18% 2.32K -2.57% 3.07M 504.7 0.95% Share
31 IWF iShares Russell...
445.62
-1.18% 8.5K 0.00% 3.07M 61.36 0.95% Share
32 WDAY Workday, Inc.
230.86
+1.03% 12.01K -1.76% 2.81M 258.03 0.87% Share
33 PWR Quanta Services...
378.04
-2.05% 10.63K -0.38% 2.7M 116.12 0.84% Share
34 NICE NICE Ltd.
141.35
-0.95% 17.42K -0.45% 2.69M 169.84 0.83% Share
35 TMO Thermo Fisher S...
492.95
+0.66% 5.32K -0.49% 2.65M 239.16 0.82% Share
36 KO The Coca-Cola C...
69.01
+0.95% 29.92K -1% 2.14M 30.94 0.66% Share
37 SCHR Schwab Intermed...
25.14
+0.08% 81.32K -4.21% 2.02M 24.7 0.63% Share
38 IBM International B...
243.48
-0.92% 7.32K -2.18% 1.82M 95.16 0.56% Share
39 RTX RTX Corporation
158.63
-1.26% 12.55K -2.46% 1.66M 63.29 0.51% Share
40 CSX CSX Corporation
32.51
-0.46% 54.05K -1.01% 1.59M 6.59 0.49% Share
41 IYW iShares U.S. Te...
181.69
-1.55% 9.2K 0.00% 1.29M 30.71 0.40% Share
42 VOO Vanguard S&P 50...
593.01
-0.59% 2.25K -11.38% 1.16M 249 0.36% Share
43 ITOT iShares Core S&...
141.32
-0.6% 8.1K 0.00% 988.28K 22.65 0.31% Share
44 GE GE Aerospace
275.30
-0.25% 4.86K -6.16% 971.93K 43.73 0.30% Share
45 BMY Bristol-Myers S...
47.20
+0.69% 14.27K -49.9% 870.02K 68.75 0.27% Share
46 CARR Carrier Global ...
65.20
-1.47% 12K -2.89% 760.8K 23.27 0.24% Share
47 IVW iShares S&P 500...
114.88
-1.16% 7.27K 0.00% 675.06K 29.42 0.21% Share
48 VYM Vanguard High D...
139.14
-0.09% 4.86K 0.00% 626.1K 52.01 0.19% Share
49 OTIS Otis Worldwide ...
86.41
+0.18% 6.05K -1.74% 624.36K 57.75 0.19% Share
50 IWP iShares Russell...
142.87
-0.81% 5.2K 0.00% 610.95K 23.76 0.19% Share
51 XOM Exxon Mobil Cor...
114.36
+0.89% 4.42K -31.28% 526.15K 87.98 0.16% Share
52 HDV iShares Core Hi...
123.36
+0.57% 4K 0.00% 484.48K 58.76 0.15% Share
53 LMT Lockheed Martin...
455.44
-0.16% 1.05K -2.24% 467.7K 186.7 0.14% Share
54 PFE Pfizer Inc.
24.76
+0.63% 16.95K -33.26% 429.39K 33.06 0.13% Share
55 RF Regions Financi...
27.40
+0.26% 19.33K -46.68% 420.08K 18.15 0.13% Share
56 FLOT iShares Floatin...
51.04
-0.01% 7.43K 0.00% 379.3K 50.68 0.12% Share
57 MSFT Microsoft Corpo...
506.69
-0.58% 997 -60.45% 374.26K 327.17 0.12% Share
58 GEV GE Vernova Inc.
613.04
-3.26% 1.21K -4.5% 369.08K 167.52 0.11% Share
59 DIA SPDR Dow Jones ...
456.18
-0.13% 877 0.00% 368.24K 317.27 0.11% Share
60 NEAR iShares Short M...
51.27
+0.03% 6.9K 0.00% 351K 50.11 0.11% Share
61 CRK Comstock Resour...
16.12
-1.41% 15.64K -0.27% 318.04K 12.97 0.10% Share
62 IYH iShares U.S. He...
57.87
+0.63% 5K 0.00% 304.45K 43.13 0.09% Share
63 PEP PepsiCo, Inc.
148.65
+1.14% 1.93K -3.15% 289.98K 123.73 0.09% Share
64 FDX FedEx Corporati...
231.00
-0.12% 1.17K -3.38% 285.47K 177 0.09% Share
65 IWM iShares Russell...
235.22
-0.42% 1.3K -38.91% 259.34K 147.26 0.08% Share
66 IGIB iShares 5-10 Ye...
53.65
-0.12% 4.93K -12.76% 258.87K 55.66 0.08% Share
67 NVDA NVIDIA Corporat...
174.24
-3.29% 2.18K -64.34% 236.16K 61.94 0.07% Share
68 BRK-B Berkshire Hatha...
503.29
+0.69% 442 -38.18% 235.4K 311.47 0.07% Share
69 VTI Vanguard Total ...
318.18
-0.6% 823 -57.82% 226.19K 217.63 0.07% Share
70 MCD McDonald's Corp...
313.54
+0.42% 704 -46.63% 219.91K 289.89 0.07% Share
71 SHY iShares 1-3 Yea...
82.98
+0.08% 2.46K 0.00% 203.93K 84.86 0.06% Share