Meridian Management Co
Meridian Management Co reported 112 holdings worth US$446M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 4, 2026
Meridian Management Co reported 112 holdings worth US$446M as of Jun 30, 2026. Largest: Walmart Inc., Deere & Company and Generac Holdings Inc. Filed Aug 4, 2026 (Form 13F).
- Holdings
- 112
- Value as reported
- US$446M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Walmart Inc. | 80,847 | US$9.16M | 2.1% |
| Deere & Company | 12,411 | US$7.87M | 1.8% |
| Generac Holdings Inc. | 26,412 | US$7.73M | 1.7% |
| Keysight Technologies Inc. | 21,583 | US$7.56M | 1.7% |
| Corpay, Inc. | 21,275 | US$7.09M | 1.6% |
| Fortinet, Inc. | 45,194 | US$6.94M | 1.6% |
| Alphabet Inc (google) Class C | 19,245 | US$6.88M | 1.5% |
| Amazon.com, Inc. | 27,936 | US$6.66M | 1.5% |
| Microsoft Corp. | 16,106 | US$6.01M | 1.3% |
| Meta Platforms, Inc. | 9,520 | US$5.36M | 1.2% |
| Salesforce, Inc. | 33,706 | US$5.28M | 1.2% |
| Nvidia Corporation | 25,044 | US$5.01M | 1.1% |
| Broadcom Inc. | 13,229 | US$5M | 1.1% |
| Thermo Fisher Scientific Inc | 9,956 | US$4.99M | 1.1% |
| Visa Inc. | 14,421 | US$4.95M | 1.1% |
| Iqvia Holdings, Inc. | 24,581 | US$4.75M | 1.1% |
| Apple Inc | 16,312 | US$4.72M | 1.1% |
| Ulta Beauty, Inc. | 8,665 | US$3.91M | 0.88% |
| Quanta Services, Inc. | 5,263 | US$3.79M | 0.85% |
| Texas Pacific Land Corporation | 7,796 | US$3.41M | 0.77% |
| Eli Lilly And Company | 2,260 | US$2.71M | 0.61% |
| Resmed Inc. | 13,401 | US$2.61M | 0.59% |
| Cadence Design Systems, Inc. | 6,883 | US$2.58M | 0.58% |
| Csx Corporation | 54,000 | US$2.57M | 0.58% |
| Intuitive Surgical, Inc. | 6,322 | US$2.51M | 0.56% |
| S&p Global Inc. | 5,693 | US$2.32M | 0.52% |
| Rtx Corporation | 12,119 | US$2.3M | 0.52% |
| Crowdstrike Holdings, Inc. | 2,884 | US$2.2M | 0.49% |
| Coca-cola Company (the) | 25,785 | US$2.1M | 0.47% |
| International Business Machines Corporation | 7,315 | US$2.06M | 0.46% |
| Intercontinental Exchange Inc. | 15,185 | US$1.87M | 0.42% |
| Asml Holding Nv | 912 | US$1.81M | 0.41% |
| Ge Aerospace | 4,838 | US$1.81M | 0.41% |
| Ge Vernova Inc. | 1,209 | US$1.42M | 0.32% |
| Novo Nordisk A/s Class B | 28,774 | US$1.38M | 0.31% |
| Airbnb, Inc. | 9,092 | US$1.3M | 0.29% |
| Uber Technologies, Inc. | 16,442 | US$1.19M | 0.27% |
| Synopsys, Inc. | 2,591 | US$1.16M | 0.26% |
| Carrier Global Corporation | 12,000 | US$880K | 0.20% |
| Bristol-myers Squibb Company | 14,037 | US$809K | 0.18% |
| Exxon Mobil Corporation | 4,424 | US$605K | 0.14% |
| Lockheed Martin Corporation | 1,048 | US$534K | 0.12% |
| Regions Financial Corporation | 17,011 | US$514K | 0.12% |
| Otis Worldwide Corporation | 6,000 | US$430K | 0.10% |
| Kla Corporation | 1,420 | US$428K | 0.10% |
| Fedex Corporation | 1,167 | US$365K | 0.08% |
| Oceaneering International, Inc. | 8,000 | US$324K | 0.07% |
| L3harris Technologies, Inc. | 910 | US$264K | 0.06% |
| Pfizer, Inc. | 10,359 | US$249K | 0.06% |
| Pepsico, Inc. | 1,733 | US$235K | 0.05% |
| Comstock Resources, Inc. | 15,090 | US$225K | 0.05% |
| Berkshire Hathaway Inc. | 415 | US$208K | 0.05% |
| First Horizon Corporation | 8,022 | US$206K | 0.05% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| Mcdonald's Corporation | 0 | US$0 | 0.00% |
| Adobe Inc. | 0 | US$0 | 0.00% |
| Air Products And Chemicals, Inc. | 0 | US$0 | 0.00% |
| Chevron Corporation | 0 | US$0 | 0.00% |
| Coinbase Global, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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