StockDriftsStockDriftsTop 50 Meridian Management CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 9.45% | 591.0K | $42.1M | -2.03%(-12.24K) | $48.39(+52.95%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 7.94% | 428.0K | $35.4M | +7.65%(+30.43K) | $86.23(-5.89%) | 2026-06-30 | |
| IVV | ISHARES TR | 7.86% | 46.8K | $35.0M | -0.11%(-52) | $214.73(+262.75%) | 2026-06-30 | |
| GVI | ISHARES TR | 5.48% | 230.3K | $24.4M | +0.08%(+184) | $110.29(-4.42%) | 2026-06-30 | |
| IJH | ISHARES TR | 5.26% | 303.7K | $23.4M | +0.13%(+388) | $57.29(+37.10%) | 2026-06-30 | |
| AGG | ISHARES TR | 4.15% | 186.7K | $18.5M | +160.66%(+115.08K) | $99.23(-1.84%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.08% | 304.8K | $18.2M | +1.37%(+4.10K) | $42.15(+43.26%) | 2026-06-30 | |
| IJR | ISHARES TR | 3.35% | 100.6K | $14.9M | -3.61%(-3.77K) | $103.85(+44.40%) | 2026-06-30 | |
| IEF | ISHARES TR | 2.94% | 138.4K | $13.1M | +5.38%(+7.07K) | $94.99(-2.13%) | 2026-06-30 | |
| INTF | ISHARES TR | 2.45% | 266.3K | $10.9M | -0.18%(-488) | $26.86(+61.14%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.61% | +50.56% | +6.12% | +34.60% |
| Top 20 Holdings Unweighted | +18.08% | +64.62% | +8.30% | +49.00% |
Meridian Management CO reports $445.55M in US-listed equity holdings across 84 positions in its most recent 13F filing. Its largest disclosed positions are VEA (9.4%), VCIT (7.9%) and IVV (7.9%). The top 20 holdings account for 70% of reported assets. Its disclosed equity book has returned +50.56% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Meridian Management CO’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 806097). View Meridian Management CO’s 13F filings on SEC