MERIDIAN MANAGEMENT CO
CIK: 0000806097SEC EDGAR →
Portfolio Value
$403.9M
Holdings
80
As of
Q4 2025
New Positions
80
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 627,592 | $39.2M | 9.71% |
| 2 | ISHARES TR | 51,435 | $35.2M | 8.72% |
| 3 | VANGUARD SCOTTSDALE FDS | 378,354 | $31.7M | 7.84% |
| 4 | ISHARES TR | 226,003 | $24.3M | 6.01% |
| 5 | ISHARES TR | 305,357 | $20.2M | 4.99% |
| 6 | ISHARES TR | 143,647 | $15.8M | 3.91% |
| 7 | VANGUARD INTL EQUITY INDEX F | 277,313 | $14.9M | 3.69% |
| 8 | ISHARES TR | 114,082 | $13.7M | 3.39% |
| 9 | ISHARES TR | 122,937 | $11.8M | 2.93% |
| 10 | ISHARES TR | 270,992 | $10.2M | 2.53% |
Quarterly Changes
New Positions (80)
$39.2M · 628K shares
$35.2M · 51K shares
$31.7M · 378K shares
$24.3M · 226K shares
$20.2M · 305K shares
$15.8M · 144K shares
$14.9M · 277K shares
$13.7M · 114K shares
$11.8M · 123K shares
$10.2M · 271K shares
$10.1M · 32K shares
$9.0M · 81K shares
$8.9M · 125K shares
$7.6M · 38K shares
$7.1M · 31K shares
$6.6M · 22K shares
$6.6M · 29K shares
$6.5M · 11K shares
$6.3M · 10K shares
$6.2M · 11K shares
$6.2M · 23K shares
$6.0M · 210K shares
$6.0M · 13K shares
$5.6M · 19K shares
$5.3M · 15K shares
$5.0M · 14K shares
$4.9M · 18K shares
$4.6M · 57K shares
$4.1M · 10K shares
$4.0M · 8K shares
$3.9M · 29K shares
$3.7M · 47K shares
$3.7M · 20K shares
$3.5M · 47K shares
$3.3M · 9K shares
$2.7M · 13K shares
$2.7M · 11K shares
$2.3M · 16K shares
$2.2M · 12K shares
$2.2M · 8K shares
$2.2M · 7K shares
$2.1M · 18K shares
$2.0M · 54K shares
$1.8M · 9K shares
$1.8M · 26K shares
$1.6M · 30K shares
$1.5M · 5K shares
$1.4M · 2K shares
$1.2M · 8K shares
$896K · 7K shares
$832K · 30K shares
$789K · 1K shares
$757K · 14K shares
$756K · 3K shares
$712K · 5K shares
$696K · 5K shares
$634K · 12K shares
$627K · 25K shares
$532K · 4K shares
$524K · 6K shares
$523K · 17K shares
$506K · 1K shares
$486K · 4K shares
$473K · 17K shares
$421K · 877 shares
$377K · 7K shares
$352K · 7K shares
$349K · 15K shares
$337K · 1K shares
$325K · 5K shares
$320K · 1K shares
$275K · 823 shares
$267K · 910 shares
$258K · 536 shares
$257K · 10K shares
$250K · 5K shares
$248K · 2K shares
$208K · 415 shares
$208K · 2K shares
$200K · 656 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 39 | $271.4M | 67.2% |
| Technology | 11 | $46.5M | 11.5% |
| Industrials | 11 | $22.0M | 5.4% |
| Communication Services | 2 | $16.5M | 4.1% |
| Healthcare | 4 | $13.9M | 3.4% |
| Consumer Cyclical | 3 | $13.8M | 3.4% |
| Consumer Defensive | 3 | $11.1M | 2.7% |
| Unknown | 3 | $5.0M | 1.2% |
| Energy | 3 | $3.1M | 0.8% |
| Utilities | 1 | $789K | 0.2% |