AI Portfolio Summary
In 2026 Q1, MERIDIAN MANAGEMENT CO maintained a portfolio of 88 distinct positions. The most significant new addition to the portfolio was INTUIT, which now represents 0.92% of the total fund value. They heavily accumulated shares in VANGUARD SCOTTSDALE , increasing their position by 5.1%. The fund also reduced its exposure to KEYSIGHT TECHNOLOGIE by 37.8%.
Total Positions
88
Quarter
2026 Q1
Top Holding
VEA (9.6%)
Top 10 Concentration
52.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 88
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VEA
VANGUARD TAX-MA...
|
ETF | 9.62% | 9.71% |
#1
Prev: #1
|
6.3 | -24,354 | -3.9% |
P
S
|
603,238 | $38,655,460 | 2010 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 8.19% | 7.84% |
#2
1
Prev: #3
|
6.8 | 19,244 | 5.1% |
P
S
|
397,598 | $32,901,211 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IVV
ISHARES TR
|
ETF | 7.61% | 8.72% |
#3
1
Prev: #2
|
4.5 | -4,606 | -9.0% |
P
S
|
46,829 | $30,589,055 | 2005 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GVI
ISHARES TR
|
Bond/Debt | 6.11% | 6.01% |
#4
Prev: #4
|
3.4 | 4,119 | 1.8% |
P
S
|
230,122 | $24,549,456 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IJH
ISHARES TR
|
ETF | 5.10% | 4.99% |
#5
Prev: #5
|
3.0 | -2,028 | -0.7% |
P
S
|
303,329 | $20,483,807 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 4.04% | 3.69% |
#6
1
Prev: #7
|
3.6 | 23,341 | 8.4% |
P
S
|
300,654 | $16,250,349 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IJR
ISHARES TR
|
ETF | 3.23% | 3.39% |
#7
1
Prev: #8
|
1.8 | -9,672 | -8.5% |
P
S
|
104,410 | $12,979,207 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IEF
ISHARES TR
|
ETF | 3.12% | 2.93% |
#8
1
Prev: #9
|
3.2 | 8,427 | 6.9% |
P
S
|
131,364 | $12,537,380 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
INTF
ISHARES TR
|
Bond/Debt | 2.59% | 2.53% |
#9
1
Prev: #10
|
1.5 | -4,201 | -1.6% |
P
S
|
266,791 | $10,394,177 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 2.50% | 2.23% |
#10
2
Prev: #12
|
2.0 | no change | no change |
P
S
|
80,847 | $10,047,712 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
TIP
ISHARES TR
|
ETF | 2.49% | 3.91% |
#11
5
Prev: #6
|
1.0 | -52,915 | -36.8% |
P
S
|
90,732 | $10,013,235 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IEUR
ISHARES TR
|
ETF | 2.18% | 2.19% |
#12
1
Prev: #13
|
1.4 | -224 | -0.2% |
P
S
|
124,476 | $8,746,929 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
DE
DEERE & CO
|
Industrials | 1.81% | 1.48% |
#13
10
Prev: #23
|
1.2 | 88 | 0.7% |
P
S
|
12,904 | $7,268,823 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AGG
ISHARES TR
|
ETF | 1.77% | 0.05% |
#14
64
Prev: #78
|
3.7 | 69,533 | 3323.8% |
P
S
|
71,625 | $7,110,214 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
KEYS
KEYSIGHT TECHNO...
|
Technology | 1.64% | 1.89% |
#15
1
Prev: #14
|
0.7 | -14,187 | -37.8% |
P
S
|
23,366 | $6,597,857 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CPAY
CORPAY INC
|
Technology | 1.60% | 1.65% |
#16
Prev: #16
|
1.1 | 53 | 0.2% |
P
S
|
22,148 | $6,444,847 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.59% | 1.75% |
#17
2
Prev: #15
|
1.1 | 130 | 0.4% |
P
S
|
30,746 | $6,403,469 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.48% | 2.50% |
#18
7
Prev: #11
|
0.6 | -11,494 | -35.7% |
P
S
|
20,743 | $5,950,337 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 1.42% | 1.48% |
#19
3
Prev: #22
|
1.1 | -13,994 | -6.7% |
P
S
|
196,093 | $5,702,384 | 2010 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GNRC
GENERAC HLDGS I...
|
Industrials | 1.39% | 0.97% |
#20
11
Prev: #31
|
1.1 | -42 | -0.1% |
P
S
|
28,558 | $5,578,234 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 1.38% | 1.39% |
#21
3
Prev: #24
|
1.1 | -41 | -0.2% |
P
S
|
19,369 | $5,562,507 | 2010 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.38% | 1.57% |
#22
3
Prev: #19
|
1.1 | 55 | 0.6% |
P
S
|
9,675 | $5,535,564 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 1.30% | 1.55% |
#23
3
Prev: #20
|
1.0 | -177 | -1.6% |
P
S
|
10,605 | $5,212,738 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
PWR
QUANTA SVCS INC
|
Industrials | 1.26% | 1.02% |
#24
5
Prev: #29
|
1.0 | -578 | -5.9% |
P
S
|
9,223 | $5,063,611 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IQV
IQVIA HLDGS INC
|
Healthcare | 1.24% | 1.63% |
#25
8
Prev: #17
|
1.0 | -140 | -0.5% |
P
S
|
29,148 | $4,970,900 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
EWJ
ISHARES INC
|
ETF | 1.20% | 1.14% |
#26
2
Prev: #28
|
1.5 | no change | no change |
P
S
|
57,100 | $4,821,524 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
ULTA
ULTA BEAUTY INC
|
Consumer Cyclical | 1.15% | 1.61% |
#27
9
Prev: #18
|
1.0 | -1,858 | -17.3% |
P
S
|
8,868 | $4,635,392 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AAPL
APPLE INC
|
Technology | 1.13% | 1.22% |
#28
1
Prev: #27
|
1.0 | -210 | -1.2% |
P
S
|
17,920 | $4,547,909 | 2010 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
V
VISA INC
|
Financial Services | 1.10% | 1.24% |
#29
3
Prev: #26
|
0.9 | 318 | 2.2% |
P
S
|
14,644 | $4,426,152 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CRM
SALESFORCE INC
|
Technology | 1.09% | 1.54% |
#30
9
Prev: #21
|
0.9 | -63 | -0.3% |
P
S
|
23,428 | $4,373,305 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
TPL
TEXAS PACIFIC L...
|
Energy | 0.96% | 0.55% |
#31
9
Prev: #40
|
2.4 | 442 | 5.7% |
P
S
|
8,132 | $3,859,122 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
FTNT
FORTINET INC
|
Technology | 0.95% | 0.92% |
#32
Prev: #32
|
0.9 | 261 | 0.6% |
P
S
|
46,929 | $3,835,038 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
EMXC
ISHARES INC
|
ETF | 0.93% | 0.85% |
#33
1
Prev: #34
|
1.4 | no change | no change |
P
S
|
47,470 | $3,733,990 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
ADBE
ADOBE INC
|
Technology | 0.92% | 1.32% |
#34
9
Prev: #25
|
0.9 | 44 | 0.3% |
P
S
|
15,241 | $3,704,782 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
INTU
INTUIT
|
Technology | 0.92% | — |
#35
Prev: #—
|
3.9 | 8,562 | no change |
NEW
|
8,562 | $3,702,038 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.85% | 0.91% |
#36
3
Prev: #33
|
0.8 | 19 | 0.1% |
P
S
|
19,661 | $3,428,878 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IWF
ISHARES TR
|
ETF | 0.81% | 0.98% |
#37
7
Prev: #30
|
0.8 | -735 | -8.8% |
P
S
|
7,655 | $3,264,092 | 2004 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
APD
AIR PRODUCTS AN...
|
Basic Materials | 0.79% | — |
#38
Prev: #—
|
3.8 | 10,982 | no change |
NEW
|
10,982 | $3,190,161 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.73% | 0.81% |
#39
4
Prev: #35
|
0.8 | 28 | 0.3% |
P
S
|
9,425 | $2,917,132 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.72% | — |
#40
Prev: #—
|
3.8 | 14,010 | no change |
NEW
|
14,010 | $2,898,669 | 2001 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 0.64% | — |
#41
Prev: #—
|
3.8 | 6,056 | no change |
NEW
|
6,056 | $2,575,859 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
RMD
RESMED INC
|
Healthcare | 0.63% | 0.67% |
#42
5
Prev: #37
|
0.8 | 70 | 0.6% |
P
S
|
11,332 | $2,543,807 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.61% | 0.06% |
#43
31
Prev: #74
|
3.2 | 6,087 | 1135.6% |
P
S
|
6,623 | $2,451,636 | 2003 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.58% | 0.55% |
#44
5
Prev: #39
|
0.7 | -100 | -0.8% |
P
S
|
12,119 | $2,337,755 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
ICE
INTERCONTINENTA...
|
Financial Services | 0.58% | — |
#45
Prev: #—
|
3.7 | 14,811 | no change |
NEW
|
14,811 | $2,329,474 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CSX
CSX CORP
|
Industrials | 0.55% | 0.48% |
#46
3
Prev: #43
|
1.2 | no change | no change |
P
S
|
54,000 | $2,216,700 | 2006 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.49% | 0.45% |
#47
2
Prev: #45
|
1.2 | no change | no change |
P
S
|
25,785 | $1,960,949 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.44% | 0.54% |
#48
7
Prev: #41
|
1.2 | no change | no change |
P
S
|
7,315 | $1,773,083 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
EWC
ISHARES INC
|
ETF | 0.42% | 0.41% |
#49
3
Prev: #46
|
1.2 | no change | no change |
P
S
|
30,490 | $1,670,547 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IYW
ISHARES TR
|
ETF | 0.42% | 0.45% |
#50
6
Prev: #44
|
1.2 | no change | no change |
P
S
|
9,200 | $1,669,064 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 |
Showing 1-50 of 88 holdings