Q2 2026 13F · SEC CIK 806097

Meridian Management Co

Institutional asset managerFiled 2026-08-04 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $445.6M
Reported positions: 84
Top holdings a year, 3 yrs: +13.8%
Assets under management: $861.6M

Meridian Management Co is an institutional asset manager that reported 84 positions worth $445.6M in its Q2 2026 13F, filed 2026-08-04. Its largest holdings were Vanguard Ftse Developed Markets Index Fu (VEA, 9.5%), Vanguard Scottsdale Fds (VCIT, 7.9%), Ishares Tr (IVV, 7.9%). A portfolio copying its top holdings returned 13.8% a year over the last 3 years, against 20.4% for the S&P 500.

Meridian Management Co holdings largest 50 of 84 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Meridian Management Co 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VEAVanguard Ftse Developed Markets Index Fu	9.5%	9.6%	590,999	-2.0%	$42.1M
VCITVanguard Scottsdale Fds	7.9%	8.2%	428,030	+7.7%	$35.4M
IVVIshares Tr	7.9%	7.6%	46,777	-0.1%	$35.0M
GVIIshares Tr	5.5%	6.1%	230,306	+0.1%	$24.4M
IJHIshares Tr	5.3%	5.1%	303,717	+0.1%	$23.4M
AGGIshares Tr	4.1%	1.8%	186,700	+160.7%	$18.5M
VWOVanguard Intl Equity Index F	4.1%	4.0%	304,758	+1.4%	$18.2M
IJRIshares Tr	3.4%	3.2%	100,644	-3.6%	$14.9M
IEFIshares Tr	2.9%	3.1%	138,437	+5.4%	$13.1M
INTFIshares Tr	2.4%	2.6%	266,303	-0.2%	$10.9M
IEURIshares Core Msci Europeetf	2.1%	2.2%	124,385	-0.1%	$9.4M
WMTWalmart Inc	2.1%	2.5%	80,847	+0.0%	$9.2M
DEDeere & Co	1.8%	1.8%	12,411	-3.8%	$7.9M
GNRCGenerac Hldgs Inc	1.7%	1.4%	26,412	-7.5%	$7.7M
KEYSKeysight Technologies Inc	1.7%	1.6%	21,583	-7.6%	$7.6M
CPAYCorpay Inc	1.6%	1.6%	21,275	-3.9%	$7.1M
FTNTFortinet Inc	1.6%	1.0%	45,194	-3.7%	$6.9M
GOOGAlphabet Inc	1.5%	1.5%	19,465	-6.2%	$6.9M
AMZNAmazon Com Inc	1.5%	1.6%	27,936	-9.1%	$6.7M
SCHASchwab Strategic Tr	1.5%	1.4%	184,212	-6.1%	$6.7M
VOVanguard Index Fds	1.4%	1.4%	76,037	+292.6%	$6.1M
MSFTMicrosoft Corp	1.3%	0.6%	16,106	+143.2%	$6.0M
EMXCIshares Inc	1.3%	0.9%	56,501	+19.0%	$5.8M
METAMeta Platforms Inc	1.2%	1.4%	9,520	-1.6%	$5.4M
EWJIshares Inc	1.2%	1.2%	56,991	-0.2%	$5.3M
CRMSalesforce Inc	1.2%	1.1%	33,706	+43.9%	$5.3M
NVDANvidia Corporation	1.1%	0.9%	25,044	+27.4%	$5.0M
AVGOBroadcom Inc	1.1%	0.7%	13,229	+40.4%	$5.0M
TMOThermo Fisher Scientific Inc	1.1%	1.3%	9,956	-6.1%	$5.0M
VVisa Inc	1.1%	1.1%	14,421	-1.5%	$4.9M
IQVIqvia Hldgs Inc	1.1%	1.2%	24,581	-15.7%	$4.7M
AAPLApple Inc	1.1%	1.1%	16,312	-9.0%	$4.7M
ULTAUlta Beauty Inc	0.9%	1.2%	8,665	-2.3%	$3.9M
IWFIshares Tr	0.9%	0.8%	30,620	+300.0%	$3.8M
PWRQuanta Svcs Inc	0.9%	1.3%	5,263	-42.9%	$3.8M
TPLTexas Pacific Land Corporati	0.8%	1.0%	7,796	-4.1%	$3.4M
LLYEli Lilly & Co	0.6%	—	2,260	—	$2.7M
RMDResmed Inc	0.6%	0.6%	13,401	+18.3%	$2.6M
CDNSCadence Design System Inc	0.6%	—	6,883	—	$2.6M
CSXCsx Corp	0.6%	0.6%	54,000	+0.0%	$2.6M
ISRGIntuitive Surgical Inc	0.6%	—	6,322	—	$2.5M
IYWIshares Tr	0.5%	0.4%	9,200	+0.0%	$2.3M
SPGIS&p Global Inc	0.5%	0.6%	5,693	-6.0%	$2.3M
RTXRtx Corporation	0.5%	0.6%	12,119	+0.0%	$2.3M
CRWDCrowdstrike Hldgs Inc	0.5%	—	2,884	—	$2.2M
KOCoca Cola Co	0.5%	0.5%	25,785	+0.0%	$2.1M
IBMInternational Business Machs	0.5%	0.4%	7,315	+0.0%	$2.1M
ICEIntercontinental Exchange Inc	0.4%	0.6%	15,185	+2.5%	$1.9M
ASMLAsml Hldg NV	0.4%	—	912	—	$1.8M
GEGe Aerospace	0.4%	—	4,838	—	$1.8M

What Meridian Management Co bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.5% /yr; S&P 500 +20.1%
3 years: +13.8% /yr; S&P 500 +20.4%
5 years: +5.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$445.6M	84
Q1 2026	$401.9M	81
Q4 2025	$403.9M	80
Q3 2025	$373.6M	81
Q2 2025	$365.8M	76
Q1 2025	$322.9M	71
Q4 2024	$379.3M	100
Q3 2024	$393.8M	93
Q2 2024	$364.2M	97
Q1 2024	$366.2M	101
Q4 2023	$351.7M	96
Q3 2023	$306.5M	95

Questions about Meridian Management Co's portfolio

What stocks does Meridian Management Co own?

Meridian Management Co's latest 13F, for Q2 2026 and filed Aug 4, 2026, lists 84 positions worth $445.6M. The largest are Vanguard Ftse Developed Markets Index Fu (VEA) at 9.5%, Vanguard Scottsdale Fds (VCIT) at 7.9%, Ishares Tr (IVV) at 7.9%, Ishares Tr (GVI) at 5.5% and Ishares Tr (IJH) at 5.3%.

What did Meridian Management Co buy last quarter?

In Q2 2026, Meridian Management Co added Ishares Tr (IWF) (+300.0% shares), Vanguard Index Fds (VO) (+292.6% shares) and Ishares Tr (AGG) (+160.7% shares), compared with its Q1 2026 filing.

What did Meridian Management Co sell last quarter?

In Q2 2026, Meridian Management Co cut from its top 50 Ishares Tr (TIP), cut from its top 50 Adobe Inc (ADBE), cut from its top 50 Intuit (INTU), cut from its top 50 Air Products and Chemicals I (APD), cut from its top 50 Chevron Corporation (CVX), Quanta Svcs Inc (PWR) (-42.9% shares), Iqvia Hldgs Inc (IQV) (-15.7% shares) and Amazon Com Inc (AMZN) (-9.1% shares), compared with its Q1 2026 filing.

How has Meridian Management Co's portfolio performed?

A portfolio copying Meridian Management Co's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.5% against +20.1%. Over 5 years: +5.6% a year against +11.6%.

When is Meridian Management Co's next 13F filing due?

13F filings are due 45 days after each quarter ends. Meridian Management Co's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Meridian Management Co manage?

Meridian Management Co reported $861.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $445.6M.