MERIDIAN MANAGEMENT CO
CIK: 0000806097SEC EDGAR →
Portfolio Value
$404K
Holdings
80
As of
Q4 2025
New Positions
80
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 627,592 | $39K | 9.71% |
| 2 | ISHARES TR | 51,435 | $35K | 8.72% |
| 3 | VANGUARD SCOTTSDALE FDS | 378,354 | $32K | 7.85% |
| 4 | ISHARES TR | 226,003 | $24K | 6.01% |
| 5 | ISHARES TR | 305,357 | $20K | 4.99% |
| 6 | ISHARES TR | 143,647 | $16K | 3.91% |
| 7 | VANGUARD INTL EQUITY INDEX F | 277,313 | $15K | 3.69% |
| 8 | ISHARES TR | 114,082 | $14K | 3.39% |
| 9 | ISHARES TR | 122,937 | $12K | 2.93% |
| 10 | ISHARES TR | 270,992 | $10K | 2.53% |
Quarterly Changes
New Positions (80)
$39K · 628K shares
$35K · 51K shares
$32K · 378K shares
$24K · 226K shares
$20K · 305K shares
$16K · 144K shares
$15K · 277K shares
$14K · 114K shares
$12K · 123K shares
$10K · 271K shares
$10K · 32K shares
$9K · 81K shares
$9K · 125K shares
$8K · 38K shares
$7K · 31K shares
$7K · 22K shares
$7K · 29K shares
$6K · 11K shares
$6K · 10K shares
$6K · 11K shares
$6K · 23K shares
$6K · 210K shares
$6K · 13K shares
$6K · 19K shares
$5K · 15K shares
$5K · 14K shares
$5K · 18K shares
$5K · 57K shares
$4K · 10K shares
$4K · 8K shares
$4K · 29K shares
$4K · 47K shares
$4K · 20K shares
$3K · 47K shares
$3K · 9K shares
$3K · 13K shares
$3K · 11K shares
$2K · 16K shares
$2K · 12K shares
$2K · 8K shares
$2K · 7K shares
$2K · 18K shares
$2K · 54K shares
$2K · 9K shares
$2K · 26K shares
$2K · 30K shares
$1K · 5K shares
$1K · 2K shares
$1K · 8K shares
$896 · 7K shares
$832 · 30K shares
$789 · 1K shares
$757 · 14K shares
$756 · 3K shares
$712 · 5K shares
$696 · 5K shares
$634 · 12K shares
$627 · 25K shares
$532 · 4K shares
$524 · 6K shares
$523 · 17K shares
$506 · 1K shares
$486 · 4K shares
$473 · 17K shares
$421 · 877 shares
$377 · 7K shares
$352 · 7K shares
$349 · 15K shares
$337 · 1K shares
$325 · 5K shares
$320 · 1K shares
$275 · 823 shares
$267 · 910 shares
$258 · 536 shares
$257 · 10K shares
$250 · 5K shares
$248 · 2K shares
$208 · 415 shares
$208 · 2K shares
$200 · 656 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 39 | $271K | 67.2% |
| Technology | 11 | $47K | 11.5% |
| Industrials | 11 | $22K | 5.4% |
| Communication Services | 2 | $16K | 4.1% |
| Healthcare | 4 | $14K | 3.4% |
| Consumer Cyclical | 3 | $14K | 3.4% |
| Consumer Defensive | 3 | $11K | 2.7% |
| Unknown | 3 | $5K | 1.2% |
| Energy | 3 | $3K | 0.8% |
| Utilities | 1 | $789 | 0.2% |