Meridian Management Co holds a focused book of 84 reported positions worth $445.6M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Eli Lilly & Co and trimmed Vanguard Ftse Developed ETF. Their largest long position is Vanguard Ftse Developed ETF at 9% of the reported non-option book. Cloning the disclosed picks since 2025 would be +19% (+11.8%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +20.8%, a 1.5-point gap that is the cost of the ~35-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Meridian Management Co's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
36% mapped to company sectors
+3 sectors below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Meridian Management Co
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 10 / 80 | $4.5B |
| Swiss Re Ltd | 37 / 80 | $1.0B |
| Uhlmann Price Securities, LLC | 28 / 80 | $2.4B |
| Avalon Advisory Group | 8 / 80 | $241.3M |
| AdviceOne Advisory Services, LLC | 18 / 80 | $156.5M |
| Claar Advisors LLC | 9 / 80 | $271.8M |
| Kearns & Associates LLC | 13 / 80 | $171.8M |
| Beacon Wealthcare LLC | 8 / 80 | $245.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Meridian Management Co: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $42.1M | 591.0K | 9.5% | ▼−2.0% Reduced · −12K sh | |
| 2 | Vanguard Scottsdale FDS INT-TERM CORP | $35.4M | 428.0K | 7.9% | ▲+7.7% Added · +30K sh | |
| 3 | Ishares TR CORE S&P500 ETF | $35.0M | 46.8K | 7.9% | ▼−0.1% Reduced · −52 sh | |
| 4 | Ishares TR INTRM GOV CR ETF | $24.4M | 230.3K | 5.5% | ▲+0.1% Added · +184 sh | |
| 5 | Ishares TR CORE S&P MCP ETF | $23.4M | 303.7K | 5.3% | ▲+0.1% Added · +388 sh | |
| 6 | Ishares TR CORE US AGGBD ET | $18.5M | 186.7K | 4.1% | ▲+161% Added · +115K sh | |
| 7 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $18.2M | 304.8K | 4.1% | ▲+1.4% Added · +4K sh | |
| 8 | Ishares TR CORE S&P SCP ETF | $14.9M | 100.6K | 3.4% | ▼−3.6% Reduced · −4K sh | |
| 9 | Ishares TR 7-10 YR TRSY BD | $13.1M | 138.4K | 2.9% | ▲+5.4% Added · +7K sh | |
| 10 | Ishares TR INTL EQTY FACTOR | $10.9M | 266.3K | 2.4% | ▼−0.2% Reduced · −488 sh | |
| 11 | Ishares TR CORE MSCI EURO | $9.4M | 124.4K | 2.1% | ▼−0.1% Reduced · −91 sh | |
| 12 | Walmart Inc COM | $9.2M | 80.8K | 2.1% | —Held | |
| 13 | Deere & Co COM | $7.9M | 12.4K | 1.8% | ▼−3.8% Reduced · −493 sh | |
| 14 | Generac Hldgs Inc COM | $7.7M | 26.4K | 1.7% | ▼−7.5% Reduced · −2K sh | |
| 15 | Keysight Technologies Inc COM | $7.6M | 21.6K | 1.7% | ▼−7.6% Reduced · −2K sh | |
| 16 | Corpay Inc COM SHS | $7.1M | 21.3K | 1.6% | ▼−3.9% Reduced · −873 sh | |
| 17 | Fortinet Inc COM | $6.9M | 45.2K | 1.6% | ▼−3.7% Reduced · −2K sh | |
| 18 | Alphabet Inc CAP STK CL C | $6.9M | 19.5K | 1.5% | ▼−6.2% Reduced · −1K sh | |
| 19 | Amazon Com Inc COM | $6.7M | 27.9K | 1.5% | ▼−9.1% Reduced · −3K sh | |
| 20 | Schwab Strategic TR US SML CAP ETF | $6.7M | 184.2K | 1.5% | ▼−6.0% Reduced · −12K sh | |
| 21 | Vanguard Index FDS MID CAP ETF | $6.1M | 76.0K | 1.4% | ▲+293% Added · +57K sh | |
| 22 | Microsoft Corp COM | $6.0M | 16.1K | 1.3% | ▲+143% Added · +9K sh | |
| 23 | Ishares Inc MSCI EMRG CHN | $5.8M | 56.5K | 1.3% | ▲+19% Added · +9K sh | |
| 24 | Meta Platforms Inc CL A | $5.4M | 9.5K | 1.2% | ▼−1.6% Reduced · −155 sh | |
| 25 | Ishares Inc MSCI JAPAN ETF | $5.3M | 57.0K | 1.2% | ▼−0.2% Reduced · −109 sh | |
| 26 | Salesforce Inc COM | $5.3M | 33.7K | 1.2% | ▲+44% Added · +10K sh | |
| 27 | Nvidia Corporation COM | $5.0M | 25.0K | 1.1% | ▲+27% Added · +5K sh | |
| 28 | Broadcom Inc COM | $5.0M | 13.2K | 1.1% | ▲+40% Added · +4K sh | |
| 29 | Thermo Fisher Scientific Inc COM | $5.0M | 10.0K | 1.1% | ▼−6.1% Reduced · −649 sh | |
| 30 | Visa Inc COM CL A | $4.9M | 14.4K | 1.1% | ▼−1.5% Reduced · −223 sh | |
| 31 | Iqvia Hldgs Inc COM | $4.7M | 24.6K | 1.1% | ▼−16% Reduced · −5K sh | |
| 32 | Apple Inc COM | $4.7M | 16.3K | 1.1% | ▼−9.0% Reduced · −2K sh | |
| 33 | Ulta Beauty Inc COM | $3.9M | 8.7K | 0.9% | ▼−2.3% Reduced · −203 sh | |
| 34 | Ishares TR RUS 1000 GRW ETF | $3.8M | 30.6K | 0.9% | ▲+300% Added · +23K sh | |
| 35 | Quanta Svcs Inc COM | $3.8M | 5.3K | 0.9% | ▼−43% Reduced · −4K sh | |
| 36 | Texas Pacific Land Corporati COM | $3.4M | 7.8K | 0.8% | ▼−4.1% Reduced · −336 sh | |
| 37 | Eli Lilly & Co COM | $2.7M | 2.3K | 0.6% | ▲New New position | |
| 38 | Resmed Inc COM | $2.6M | 13.4K | 0.6% | ▲+18% Added · +2K sh | |
| 39 | Cadence Design System Inc COM | $2.6M | 6.9K | 0.6% | ▲New New position | |
| 40 | CSX Corp COM | $2.6M | 54.0K | 0.6% | —Held | |
| 41 | Intuitive Surgical Inc COM NEW | $2.5M | 6.3K | 0.6% | ▲New New position | |
| 42 | Ishares TR U.S. TECH ETF | $2.3M | 9.2K | 0.5% | —Held | |
| 43 | S&P Global Inc COM | $2.3M | 5.7K | 0.5% | ▼−6.0% Reduced · −363 sh | |
| 44 | RTX Corporation COM | $2.3M | 12.1K | 0.5% | —Held | |
| 45 | Crowdstrike Hldgs Inc CL A | $2.2M | 2.9K | 0.5% | ▲New New position | |
| 46 | Coca Cola Co COM | $2.1M | 25.8K | 0.5% | —Held | |
| 47 | International Business Machs COM | $2.1M | 7.3K | 0.5% | —Held | |
| 48 | Intercontinental Exchange In COM | $1.9M | 15.2K | 0.4% | ▲+2.5% Added · +374 sh | |
| 49 | ASML Hldg NV N Y REGISTRY SHS | $1.8M | 912 | 0.4% | ▲New New position | |
| 50 | Ge Aerospace COM NEW | $1.8M | 4.8K | 0.4% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/806097/holdings"
Use Arkolith to show MERIDIAN MANAGEMENT CO's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 4, 2026 | 35d | 112 | $445.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 5, 2026 | 35d | 101 | $401.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 41d | 102 | $403.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 3, 2025 | 34d | 104 | $373.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 36d | 98 | $365.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 37d | 92 | $322.9M | 13F-HR/A |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 43d | 163 | $379.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.