MERIDIAN MANAGEMENT CO

Registered adviser

CIK

806097

Location

LITTLE ROCK, AR

Portfolio Value

Small $406,958,985

Diversification

Diversified

Filing Date

Global Rank

#4,147 / 8,827 ▼ 69 · as of Jun 2026

Top Industry

Software - Infrastructure 17.5%

Period ended 38 days ago

Filed Nov 6, 2026 · 1d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 110216

Roster of Nov 1, 2026

Regulatory AUM

$861,601,499

Main clients

Diversified

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$861,601,499	Diversified
Mar 2025 to Mar 2026	$766,523,683	Diversified
Apr 2024 to Feb 2025	$772,075,985	Diversified
May 2023 to Mar 2024	$741,635,478	Diversified
Apr 2023	$741,635,478	Diversified
Apr 2022 to Mar 2023	$810,474,197	Pension and profit sharing plans (50%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 67.5% of the book (60%+)

Turnover

Low turnover

26.0% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 18.9 quarters (12+), a floor since 46.7% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 77.3%; sector active share 51.4% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

83 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

30.9%

+0.8 pts

Top 5

55.9%

−1.1 pts

Top 10

65.9%

−1.6 pts

HHI

1,209

Diversified+47

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	60.1%	$244,498,696	32
Technology	16.8%	$68,481,090	14
Industrials	6.5%	$26,355,652	12
Healthcare	4.2%	$17,086,003	8
Consumer Cyclical	3.5%	$14,119,442	3
Communication Services	3.3%	$13,338,331	2
Financial Services	2.6%	$10,639,958	5
Consumer Defensive	2.3%	$9,420,776	3
Energy	0.7%	$3,019,037	4

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+7,684	32,728	$7,474,420
ABNB	Airbnb, Inc.	+7,401	16,493	$2,649,600
CRWD	CrowdStrike Holdings, Inc.	+6,991	9,875	$2,614,406
AGG	iShares Core U.S. Aggregate Bond ETF	+4,423	191,123	$18,068,768
AVGO	Broadcom Inc.	+3,572	16,801	$5,900,343
RMD	Resmed Inc	+3,543	16,944	$3,746,318
SNPS	Synopsys Inc	+2,911	5,502	$2,393,039
MSFT	Microsoft Corp	+998	17,104	$8,772,641
ASML	Asml Holding NV	+535	1,447	$2,621,486
UBER	Uber Technologies, Inc	+317	16,759	$1,148,159
SCHD	Schwab U.S. Dividend Equity ETF	+298	37,254	$1,211,872
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IQV	Iqvia Holdings Inc.	−23,211	1,370	$368,324
EWJ	iShares MSCI Japan ETF	−15,492	41,499	$4,044,492
SCHA	Schwab U.S. Small-Cap ETF	−14,593	169,619	$5,534,667
WMT	Walmart Inc.	−12,186	68,661	$7,135,251
—		−10,932	219,374	$0
INTF	iShares International Equity Factor ETF	−9,750	256,553	$10,649,515
IJR	iShares Core S&P Small-Cap ETF	−8,547	92,097	$12,528,875
CRM	Salesforce, Inc.	−7,071	26,635	$6,114,596
IEF	iShares 7-10 Year Treasury Bond ETF	−6,844	131,593	$11,752,570
FTNT	Fortinet, Inc.	−6,217	38,977	$6,967,528
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	−5,434	422,596	$33,093,492
ICE	Intercontinental Exchange, Inc.	−4,461	10,724	$1,630,369
IEUR	iShares Core MSCI Europe ETF	−3,327	121,058	$8,921,974
VEA	Vanguard FTSE Developed Markets ETF	−3,292	587,707	$41,497,991
VO	VANGUARD MID-CAP INDEX FUND	−3,001	73,036	$5,727,483
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−2,786	301,972	$17,909,959
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	−2,563	10,466	$248,044
IJH	iShares Core S&P Mid-Cap ETF	−2,515	301,202	$21,671,483
EMXC	iShares MSCI Emerging Markets ex China ETF	−2,503	53,998	$5,350,121
KO	Coca Cola Co	−1,785	24,000	$2,065,920
TPL	Texas Pacific Land Corp	−1,767	6,029	$1,964,429
TMO	Thermo Fisher Scientific Inc.	−1,610	8,346	$5,633,967
CPAY	Corpay, Inc.	−1,460	19,815	$7,700,109
XOM	ExxonMobil Holdings Corp	−1,231	3,193	$519,660
IVV	iShares Core S&P 500 ETF	−1,102	45,675	$34,980,198
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
HOMB	Home Bancshares Inc	47,044	$1,325,699
SCHO	Schwab Short-Term U.S. Treasury ETF	45,660	$1,089,447
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
KLAC	Kla Corp	1,420	$428,427
BRK-B	Berkshire Hathaway Inc	415	$207,661
FHN	First Horizon Corp	8,022	$205,684
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

83 tracked positions · $406,958,985 total · filing declares 85 positions · $421,502,392 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 83 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VEA	Vanguard FTSE Developed Markets ETF	Reduced	587,707	-3,292	$41,497,991	−1.5%	10.20%
IVV	iShares Core S&P 500 ETF	Reduced	45,675	-1,102	$34,980,198	−0.1%	8.60%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Reduced	422,596	-5,434	$33,093,492	−6.5%	8.13%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	301,202	-2,515	$21,671,483	−7.5%	5.33%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	191,123	+4,423	$18,068,768	−2.2%	4.44%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	301,972	-2,786	$17,909,959	−1.5%	4.40%
IJR	iShares Core S&P Small-Cap ETF	Reduced	92,097	-8,547	$12,528,875	−16.1%	3.08%
IEF	iShares 7-10 Year Treasury Bond ETF	Reduced	131,593	-6,844	$11,752,570	−10.2%	2.89%
INTF	iShares International Equity Factor ETF	Reduced	256,553	-9,750	$10,649,515	−2.4%	2.62%
IEUR	iShares Core MSCI Europe ETF	Reduced	121,058	-3,327	$8,921,974	−4.6%	2.19%
MSFT	Microsoft Corp Technology	Added	17,104	+998	$8,772,641	+46.0%	2.16%
DE	Deere & Co Industrials	Reduced	12,202	-209	$8,194,253	+4.1%	2.01%
KEYS	Keysight Technologies, Inc. Technology	Reduced	21,228	-355	$7,727,841	+2.3%	1.90%
CPAY	Corpay, Inc. Technology	Reduced	19,815	-1,460	$7,700,109	+8.6%	1.89%
NVDA	Nvidia Corp Technology	Added	32,728	+7,684	$7,474,420	+49.2%	1.84%
WMT	Walmart Inc. Consumer Defensive	Reduced	68,661	-12,186	$7,135,251	−22.1%	1.75%
FTNT	Fortinet, Inc. Technology	Reduced	38,977	-6,217	$6,967,528	+0.4%	1.71%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	27,280	-656	$6,796,812	+2.1%	1.67%
META	Meta Platforms, Inc. Communication Services	Reduced	9,366	-154	$6,792,035	+26.7%	1.67%
GOOG	Alphabet Inc. Communication Services	Reduced	19,212	-253	$6,546,296	−4.8%	1.61%
CRM	Salesforce, Inc. Technology	Reduced	26,635	-7,071	$6,114,596	+15.8%	1.50%
AVGO	Broadcom Inc. Technology	Added	16,801	+3,572	$5,900,343	+18.1%	1.45%
VO	VANGUARD MID-CAP INDEX FUND	Reduced	73,036	-3,001	$5,727,483	−6.5%	1.41%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	8,346	-1,610	$5,633,967	+12.9%	1.38%
SCHA	Schwab U.S. Small-Cap ETF	Reduced	169,619	-14,593	$5,534,667	−16.8%	1.36%
EMXC	iShares MSCI Emerging Markets ex China ETF	Reduced	53,998	-2,503	$5,350,121	−7.4%	1.31%
GNRC	Generac Holdings Inc. Industrials	Reduced	25,816	-596	$5,342,621	−30.9%	1.31%
AAPL	Apple Inc. Technology	Reduced	15,601	-711	$5,195,445	+10.1%	1.28%
V	Visa Inc. Financial Services	Reduced	14,101	-320	$5,066,912	+2.4%	1.25%
ULTA	Ulta Beauty, Inc. Consumer Cyclical	Reduced	8,556	-109	$4,673,030	+19.6%	1.15%
EWJ	iShares MSCI Japan ETF	Reduced	41,499	-15,492	$4,044,492	−23.9%	0.99%
IWF	iShares Russell 1000 Growth ETF	Reduced	30,458	-162	$3,815,169	+0.3%	0.94%
RMD	Resmed Inc Healthcare	Added	16,944	+3,543	$3,746,318	+43.4%	0.92%
PWR	Quanta Services, Inc. Industrials	Reduced	5,131	-132	$3,296,718	−13.0%	0.81%
ABNB	Airbnb, Inc. Consumer Cyclical	Added	16,493	+7,401	$2,649,600	+103.6%	0.65%
ASML	Asml Holding NV Technology	Added	1,447	+535	$2,621,486	+44.5%	0.64%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	9,875	+6,991	$2,614,406	+18.8%	0.64%
LLY	ELI LILLY & Co Healthcare	Reduced	2,208	-52	$2,554,832	−5.8%	0.63%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	6,243	-79	$2,538,591	+1.0%	0.62%
CSX	Csx Corp Industrials	Held	54,000	0	$2,511,540	−2.1%	0.62%
SNPS	Synopsys Inc Technology	Added	5,502	+2,911	$2,393,039	+107.1%	0.59%
RTX	RTX Corp Industrials	Reduced	12,100	-19	$2,246,365	−2.3%	0.55%
CDNS	Cadence Design Systems Inc Technology	Reduced	6,801	-82	$2,245,588	−13.1%	0.55%
SPGI	S&P Global Inc. Financial Services	Reduced	5,475	-218	$2,159,723	−6.8%	0.53%
KO	Coca Cola Co Consumer Defensive	Reduced	24,000	-1,785	$2,065,920	−1.4%	0.51%
TPL	Texas Pacific Land Corp Energy	Reduced	6,029	-1,767	$1,964,429	−42.4%	0.48%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	10,724	-4,461	$1,630,369	−12.8%	0.40%
IBM	International Business Machines Corp Technology	Reduced	7,300	-15	$1,605,489	−22.0%	0.39%
VOO	VANGUARD 500 INDEX FUND	Reduced	2,205	-2	$1,545,396	+2.0%	0.38%
GE	General Electric Co Industrials	Reduced	4,800	-38	$1,498,992	−17.1%	0.37%

Showing the top 50 of 83 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.