Meridian Management Co.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Meridian Management Co. reported 100 stock positions worth $379.3 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 10.2% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 9.5%) and Vanguard Int-Term Corporate (VCIT, 6.1%). Compared with Q3 2024, it opened 11 new positions, sold out of 4, added to 34 and reduced 40. The biggest buy was a new position in Workday Class A (WDAY) and the biggest sale an exit from Centene (CNC).

Most Recent 13F
Q2 2026
Location
LITTLE ROCK, AR
CIK
0000806097
Portfolio Value
$379.3M (Q4 2024)
SEC Filing
0000806097-25-000001 ↗ filed Feb 12, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $366.2M Q1 2024 Q2 2024: $364.2M Q2 2024 Q3 2024: $393.8M Q3 2024 Q4 2024: $379.3M $379.3M Q4 2024 Q1 2025: $322.9M Q1 2025 Q2 2025: $365.8M Q2 2025 Q3 2025: $373.6M Q3 2025 Q4 2025: $403.9M Q4 2025 Q1 2026: $401.9M Q1 2026 Q2 2026: $445.6M Q2 2026

Holdings 100 stocks · $379.3M
IVV iShares Core S&P 500 ETF 10.15% 65,436 $38.5M Reduce -4.3%
VEA Vanguard Ftse Developed ETF 9.51% 754,201 $36.1M Add +3.0%
VCIT Vanguard Int-Term Corporate 6.09% 287,905 $23.1M Add +0.8%
VWO Vanguard Ftse Emerging Marke 6.03% 519,719 $22.9M Reduce -4.0%
GVI iShares Intermediate Governm 4.58% 166,730 $17.4M Add +0.8%
IJR iShares Core S&P Small-Cap E 4.26% 140,385 $16.2M Add +5.0%
WMT Walmart Inc. 3.43% 143,936 $13.0M Reduce -2.4%
SCHA Schwab US Small-Cap ETF 3.30% 484,640 $12.5M Reduce -14.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 3.20% 45,999 $12.1M Reduce -13.7%
IJH iShares Core S&P Midcap ETF 3.09% 188,312 $11.7M Add +5.3%
TIP iShares Tips Bond ETF 2.81% 100,069 $10.7M Reduce -0.7%
INTF iShares International Equity 2.24% 295,357 $8.5M Reduce -25.4%
META Meta Platforms Inc. Class A 1.98% 12,802 $7.5M Reduce -2.8%
AMZN Amazon.com Inc. 1.89% 32,616 $7.2M Reduce -2.5%
CRM Salesforce Inc. 1.85% 21,022 $7.0M Reduce -6.3%
CPAY Corpay Inc. 1.77% 19,819 $6.7M Reduce -7.3%
PYPL PayPal Holdings Inc. 1.76% 78,346 $6.7M Reduce -7.0%
IEF iShares 7-10 Year Treasury B 1.74% 71,430 $6.6M Add +8.5%
AAPL Apple Inc. 1.67% 25,372 $6.4M Reduce -24.8%
FISV Fiserv Inc. 1.65% 30,555 $6.3M Reduce -7.7%
GOOG Alphabet Inc. Class C 1.50% 29,857 $5.7M Reduce -5.8%
ULTA Ulta Beauty Inc. 1.33% 11,622 $5.1M Reduce -5.6%
GNRC Generac Holdings Inc. 1.31% 32,000 $5.0M Reduce -5.7%
EPAM Epam Systems Inc. 1.31% 21,179 $5.0M Reduce -4.7%
V Visa Inc. Class A 1.27% 15,299 $4.8M Reduce -4.4%
ZBRA Zebra Technologies Corp. Class A 1.06% 10,431 $4.0M Reduce -6.9%
FTNT Fortinet Inc. 1.03% 41,367 $3.9M Reduce -4.9%
KEYS Keysight Technologies Inc. 0.93% 21,918 $3.5M Reduce -1.4%
IWF iShares Russell 1000 Growth 0.90% 8,502 $3.4M Reduce -9.1%
PWR Quanta Services Inc. 0.89% 10,666 $3.4M Reduce -5.7%
FANG Diamondback Energy Inc. 0.87% 20,091 $3.3M Reduce -3.8%
WDAY Workday Inc. Class A 0.83% 12,229 $3.2M New
NICE Nice Ltd. - Spon ADR 0.78% 17,503 $3.0M New
TMO Thermo Fisher Scientific Inc. 0.73% 5,348 $2.8M Reduce -6.2%
TPL Texas Pacific Land Corp. 0.69% 2,378 $2.6M Reduce -7.2%
ALGN Align Technology Inc. 0.62% 11,314 $2.4M Reduce -27.8%
SCHR Schwab Intermediate-Term US 0.54% 84,894 $2.1M Reduce -13.2%
QQQ Invesco QQQ Trust Series 1 0.50% 3,686 $1.9M Add +9.7%
KO The Coca-Cola Co. 0.50% 30,223 $1.9M Reduce -0.5%
CSX CSX Corp. 0.46% 54,596 $1.8M Reduce -0.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.43% 7,478 $1.6M Add +0.1%
BMY Bristol-Myers Squibb Co. 0.42% 28,473 $1.6M Add +0.7%
RTX RTX Corp. 0.39% 12,864 $1.5M Add +2.0%
IYW iShares Ustechnology ETF 0.39% 9,200 $1.5M No change
VOO Vanguard S&P 500 ETF 0.36% 2,540 $1.4M No change
MUSA Murphy USA Inc. 0.32% 2,454 $1.2M Add +0.1%
JPM JPMorgan Chase & Co. 0.30% 4,692 $1.1M Add +3.5%
MSFT Microsoft Corp. 0.28% 2,521 $1.1M Add +6.8%
ITOT iShares Core S&P Total U.S. 0.27% 8,100 $1.0M No change
SCHD Schwab US DVD Equity ETF 0.26% 36,235 $990K Add +0.3%
GE General Electric filed as GE AEROSPACE 0.23% 5,175 $863K Add +0.4%
RF Regions Financial Corp. 0.22% 36,255 $853K Add +0.5%
CARR Carrier Global Corp. 0.22% 12,357 $843K Add +0.1%
NVDA Nvidia Corp. 0.22% 6,111 $821K Add +8.7%
BIL SS SPDR BB 1-3M T-Bill ETF 0.20% 8,433 $771K Reduce -8.9%
IVW iShares S&P 500 Growth ETF 0.19% 7,272 $738K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.18% 4,130 $699K Add +0.1%
XOM Exxon Mobil Corp. 0.18% 6,438 $693K Add +4.9%
PFE Pfizer Inc. 0.18% 25,388 $674K Reduce -1.9%
IWP iShares Russell Mid-Cap Grow 0.17% 5,200 $659K No change
VYM Vanguard High DVD Yield ETF 0.16% 4,855 $619K No change
BILS SS Spdrb B 3-12M T-Bill ETF 0.16% 5,940 $589K Reduce -13.3%
OTIS Otis Worldwide Corp. 0.15% 6,157 $570K Add +0.9%
VTI VG Morningstar TS MKT ETF-US 0.15% 1,951 $565K Reduce -8.1%
LMT Lockheed Martin Corp. 0.14% 1,071 $520K Add +0.5%
IWM iShares Russell 2000 ETF 0.12% 2,128 $470K No change
AVGO Broadcom Inc. 0.12% 2,028 $470K Add +13.6%
HDV iShares Core High Dividend E 0.12% 4,000 $449K No change
GEV GE Vernova Inc. 0.11% 1,266 $416K No change
MCD McDonald's Corp. 0.10% 1,319 $382K New
FLOT iShares Floating Rate Bond E 0.10% 7,430 $378K No change
GS Goldman Sachs Group Inc. 0.10% 658 $377K Add +1.9%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.10% 877 $373K Reduce -1.5%
NEAR iShares SH Dba ETF Usd Inc. 0.09% 6,900 $348K No change
FDX FedEx Corp. 0.09% 1,212 $341K Reduce -0.3%
IWY iShares Russell Top 200 Grow 0.09% 1,421 $334K No change
BRK.B Berkshire Hathaway Inc. Class B 0.09% 715 $324K Add +13.5%
AFL Aflac Inc. 0.08% 2,962 $306K Add +5.0%
PEP Pepsico Inc. 0.08% 1,997 $304K Add +1.2%
OZK Bank Ozk 0.08% 6,582 $293K Add +0.7%
IYH iShares U.S. Healthcare ETF 0.08% 5,000 $291K No change
IGIB iShares 5-10Y Inv Grade Corp. 0.08% 5,650 $291K Add +0.2%
CRK Comstock Resources Inc. 0.08% 15,679 $286K Reduce -1.4%
GOOGL Alphabet Inc. Class A 0.07% 1,420 $269K New
IEFA iShares Core MSCI Eafe ETF 0.07% 3,776 $265K Reduce -46.1%
VB Vanguard Most SM-Cap ETF-Usd 0.07% 1,073 $258K Reduce -34.9%
PG The Procter & Gamble Co. 0.06% 1,444 $242K New
ABBV Abbvie Inc. 0.06% 1,353 $240K Add +1.9%
HOMB Home Bancshares Inc. 0.06% 8,255 $234K Add +0.5%
IDMO Invesco S&P International DE 0.06% 5,741 $233K No change
WMB Williams Cos Inc. 0.06% 4,205 $228K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.06% 2,003 $223K New
DFAS Dimensional US Small Cap ETF 0.06% 3,367 $219K Add +3.1%
DGRO iShares Core Dividend Growth 0.06% 3,519 $216K Add +0.0%
RSG Republic Services Inc. 0.06% 1,051 $211K New
JNJ Johnson & Johnson 0.06% 1,451 $210K New
OII Oceaneering Intl Inc. 0.06% 8,017 $209K New
HON Honeywell International Inc. 0.05% 917 $207K New
LHX L3HARRIS Technologies Inc. 0.05% 968 $204K Add +2.6%
SHY iShares 1-3 Year Treasury Bo 0.05% 2,465 $202K No change

Portfolio Sells Q3 2024 → Q4 2024
CNC Centene Corp. Sold out 0.00% −1.29
INTF iShares International Equity Reduce -25.4% 2.24% −0.92
GXO Gxo Logistics Inc. Sold out 0.00% −0.70
VWO Vanguard Ftse Emerging Marke Reduce -4.0% 6.03% −0.54
SCHA Schwab US Small-Cap ETF Reduce -14.3% 3.30% −0.39
ALGN Align Technology Inc. Reduce -27.8% 0.62% −0.39
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -13.7% 3.20% −0.37
AAPL Apple Inc. Reduce -24.8% 1.67% −0.32
TMO Thermo Fisher Scientific Inc. Reduce -6.2% 0.73% −0.16
SCHR Schwab Intermediate-Term US Reduce -13.2% 0.54% −0.08
IEFA iShares Core MSCI Eafe ETF Reduce -46.1% 0.07% −0.07
GNRC Generac Holdings Inc. Reduce -5.7% 1.31% −0.06
KO The Coca-Cola Co. Reduce -0.5% 0.50% −0.06
VNQ Vanguard Real Estate ETF Sold out 0.00% −0.05
IEMG iShares Core MSCI Emerging Sold out 0.00% −0.05
FANG Diamondback Energy Inc. Reduce -3.8% 0.87% −0.05
VB Vanguard Most SM-Cap ETF-Usd Reduce -34.9% 0.07% −0.03
BILS SS Spdrb B 3-12M T-Bill ETF Reduce -13.3% 0.16% −0.02
TIP iShares Tips Bond ETF Reduce -0.7% 2.81% −0.02
CSX CSX Corp. Reduce -0.1% 0.46% −0.01
PFE Pfizer Inc. Reduce -1.9% 0.18% −0.01
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -8.9% 0.20% −0.01
VTI VG Morningstar TS MKT ETF-US Reduce -8.1% 0.15% −0.00
DIA SS SPDR Dow Jones Indus Avg Reduce -1.5% 0.10% +0.00
FDX FedEx Corp. Reduce -0.3% 0.09% +0.01
IWF iShares Russell 1000 Growth Reduce -9.1% 0.90% +0.01
ZBRA Zebra Technologies Corp. Class A Reduce -6.9% 1.06% +0.01
CRK Comstock Resources Inc. Reduce -1.4% 0.08% +0.03
KEYS Keysight Technologies Inc. Reduce -1.4% 0.93% +0.03
PWR Quanta Services Inc. Reduce -5.7% 0.89% +0.03
META Meta Platforms Inc. Class A Reduce -2.8% 1.98% +0.06
CPAY Corpay Inc. Reduce -7.3% 1.77% +0.07
PYPL PayPal Holdings Inc. Reduce -7.0% 1.76% +0.09
ULTA Ulta Beauty Inc. Reduce -5.6% 1.33% +0.12
TPL Texas Pacific Land Corp. Reduce -7.2% 0.69% +0.12
IVV iShares Core S&P 500 ETF Reduce -4.3% 10.15% +0.14
FISV Fiserv Inc. Reduce -7.7% 1.65% +0.14
GOOG Alphabet Inc. Class C Reduce -5.8% 1.50% +0.15
V Visa Inc. Class A Reduce -4.4% 1.27% +0.16
FTNT Fortinet Inc. Reduce -4.9% 1.03% +0.17
EPAM Epam Systems Inc. Reduce -4.7% 1.31% +0.18
CRM Salesforce Inc. Reduce -6.3% 1.85% +0.29
AMZN Amazon.com Inc. Reduce -2.5% 1.89% +0.30
WMT Walmart Inc. Reduce -2.4% 3.43% +0.40

Portfolio Buys Q3 2024 → Q4 2024
WDAY Workday Inc. Class A New 0.83% +0.83
NICE Nice Ltd. - Spon ADR New 0.78% +0.78
IJR iShares Core S&P Small-Cap E Add +5.0% 4.26% +0.29
IJH iShares Core S&P Midcap ETF Add +5.3% 3.09% +0.26
MCD McDonald's Corp. New 0.10% +0.10
IEF iShares 7-10 Year Treasury B Add +8.5% 1.74% +0.10
GVI iShares Intermediate Governm Add +0.8% 4.58% +0.08
QQQ Invesco QQQ Trust Series 1 Add +9.7% 0.50% +0.08
GOOGL Alphabet Inc. Class A New 0.07% +0.07
PG The Procter & Gamble Co. New 0.06% +0.06
WMB Williams Cos Inc. New 0.06% +0.06
DIS The Walt Disney Co. New 0.06% +0.06
RSG Republic Services Inc. New 0.06% +0.06
JNJ Johnson & Johnson New 0.06% +0.06
OII Oceaneering Intl Inc. New 0.06% +0.06
HON Honeywell International Inc. New 0.05% +0.05
JPM JPMorgan Chase & Co. Add +3.5% 0.30% +0.05
BMY Bristol-Myers Squibb Co. Add +0.7% 0.42% +0.05
AVGO Broadcom Inc. Add +13.6% 0.12% +0.05
NVDA Nvidia Corp. Add +8.7% 0.22% +0.04
MSFT Microsoft Corp. Add +6.8% 0.28% +0.02
VCIT Vanguard Int-Term Corporate Add +0.8% 6.09% +0.02
GS Goldman Sachs Group Inc. Add +1.9% 0.10% +0.02
MUSA Murphy USA Inc. Add +0.1% 0.32% +0.02
IBM Intl Business Machines Corp. Add +0.1% 0.43% +0.01
BRK.B Berkshire Hathaway Inc. Class B Add +13.5% 0.09% +0.01
RF Regions Financial Corp. Add +0.5% 0.22% +0.01
OZK Bank Ozk Add +0.7% 0.08% +0.01
HOMB Home Bancshares Inc. Add +0.5% 0.06% +0.01
RTX RTX Corp. Add +2.0% 0.39% +0.00
DFAS Dimensional US Small Cap ETF Add +3.1% 0.06% +0.00
SCHD Schwab US DVD Equity ETF Add +0.3% 0.26% +0.00
VTV Vanguard Mrngstr Val ETF-Aui Add +0.1% 0.18% +0.00
DGRO iShares Core Dividend Growth Add +0.0% 0.06% +0.00
AFL Aflac Inc. Add +5.0% 0.08% +0.00
XOM Exxon Mobil Corp. Add +4.9% 0.18% −0.00
IGIB iShares 5-10Y Inv Grade Corp. Add +0.2% 0.08% −0.00
ABBV Abbvie Inc. Add +1.9% 0.06% −0.00
LHX L3HARRIS Technologies Inc. Add +2.6% 0.05% −0.00
PEP Pepsico Inc. Add +1.2% 0.08% −0.01
OTIS Otis Worldwide Corp. Add +0.9% 0.15% −0.01
GE General Electric Add +0.4% 0.23% −0.02
LMT Lockheed Martin Corp. Add +0.5% 0.14% −0.02
CARR Carrier Global Corp. Add +0.1% 0.22% −0.03
VEA Vanguard Ftse Developed ETF Add +3.0% 9.51% −0.31

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 84$445.6MVEA, VCIT, IVV, GVI, IJH
Q1 2026 81$401.9MVEA, VCIT, IVV, GVI, IJH
Q4 2025 80$403.9MVEA, IVV, VCIT, GVI, IJH
Q3 2025 81$373.6MVEA, IVV, VCIT, GVI, IJH
Q2 2025 76$365.8MVEA, IVV, VCIT, GVI, IJH
Q1 2025Amended 71$322.9MVEA, IVV, VCIT, VWO, GVI
Q4 2024 100$379.3MIVV, VEA, VCIT, VWO, GVI
Q3 2024 93$393.8MIVV, VEA, VWO, VCIT, GVI
Q2 2024 97$364.2MIVV, VEA, VWO, VCIT, GVI
Q1 2024 101$366.2MIVV, VEA, VWO, VCIT, GVI