MERIDIAN MANAGEMENT CO

CIK

806097

Location

LITTLE ROCK, AR

Portfolio Value

Small $135,437,007

Diversification

Diversified

Filing Date

Global Rank

#5,049 / 8,603 ▲ 275 · as of Mar 2026

Top Industry

Software - Infrastructure 9.4%

3Y Alpha vs SPY

-8.2%

Period ended 3 months ago

Filed May 5, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+42.2%

SPY

+76.5%

Annualised alpha

-8.4%

Max drawdown

−23.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

48 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.4%

+0.4 pts

Top 5

27.1%

−1.6 pts

Top 10

46.6%

−6.5 pts

HHI

351

Diversified−54

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.3%	$43,797,410	12
Industrials	20.2%	$27,313,965	12
Healthcare	10.2%	$13,869,604	5
Consumer Defensive	9.1%	$12,277,730	3
Consumer Cyclical	8.3%	$11,242,739	3
Financial Services	7.6%	$10,229,032	5
Energy	5.4%	$7,359,647	4
Communication Services	4.1%	$5,535,357	1
Basic Materials	2.4%	$3,190,161	1
Unclassified	0.5%	$621,362	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+6,087	6,623	$2,451,635
TPL	Texas Pacific Land Corp	+442	8,132	$3,859,121
V	Visa Inc.	+318	14,644	$4,426,002
FTNT	Fortinet, Inc.	+261	46,929	$3,835,037
AMZN	Amazon Com Inc	+130	30,746	$6,403,469
DE	Deere & Co	+88	12,904	$7,268,823
RMD	Resmed Inc	+70	11,332	$2,543,806
META	Meta Platforms, Inc.	+55	9,675	$5,535,357
CPAY	Corpay, Inc.	+53	22,148	$6,444,846
COIN	Coinbase Global, Inc.	+48	3,392	$592,277
ADBE	Adobe Inc.	+44	15,241	$3,704,782
AVGO	Broadcom Inc.	+28	9,425	$2,917,130
NVDA	Nvidia Corp	+19	19,661	$3,428,878
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
KEYS	Keysight Technologies, Inc.	−14,187	23,366	$6,597,857
ULTA	Ulta Beauty, Inc.	−1,858	8,868	$4,635,392
PWR	Quanta Services, Inc.	−578	9,223	$5,063,611
RF	Regions Financial Corp	−469	17,011	$444,327
AAPL	Apple Inc.	−210	17,920	$4,547,915
TMO	Thermo Fisher Scientific Inc.	−177	10,605	$5,212,675
IQV	Iqvia Holdings Inc.	−140	29,148	$4,970,899
RTX	RTX Corp	−100	12,119	$2,337,755
CRM	Salesforce, Inc.	−63	23,428	$4,373,304
GNRC	Generac Holdings Inc.	−42	28,558	$5,578,234
OTIS	Otis Worldwide Corp	−7	6,000	$462,480
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
INTU	Intuit Inc.	8,562	$3,702,037
APD	Air Products & Chemicals, Inc.	10,982	$3,190,161
CVX	Chevron Corp	14,010	$2,898,669
SPGI	S&P Global Inc.	6,056	$2,436,952
ICE	Intercontinental Exchange, Inc.	14,811	$2,329,474
OII	Oceaneering International Inc	8,000	$283,760
GLD	Spdr Gold Trust	500	$215,145
KLAC	Kla Corp	142	$20,907
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
WDAY	Workday, Inc.	12,781	$2,745,103
NICE	NICE Ltd.	18,481	$2,089,092
BRK-B	Berkshire Hathaway Inc	415	$208,599
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

48 positions · $135,437,007 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
WMT	Walmart Inc. Consumer Defensive	Held	80,847	0	$10,047,664	+11.6%	7.42%
DE	Deere & Co Industrials	Added	12,904	+88	$7,268,823	+21.8%	5.37%
KEYS	Keysight Technologies, Inc. Technology	Reduced	23,366	-14,187	$6,597,857	−13.5%	4.87%
CPAY	Corpay, Inc. Technology	Added	22,148	+53	$6,444,846	−3.1%	4.76%
AMZN	Amazon Com Inc Consumer Cyclical	Added	30,746	+130	$6,403,469	−9.4%	4.73%
GNRC	Generac Holdings Inc. Industrials	Reduced	28,558	-42	$5,578,234	+43.0%	4.12%
META	Meta Platforms, Inc. Communication Services	Added	9,675	+55	$5,535,357	−12.8%	4.09%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	10,605	-177	$5,212,675	−16.6%	3.85%
PWR	Quanta Services, Inc. Industrials	Reduced	9,223	-578	$5,063,611	+22.4%	3.74%
IQV	Iqvia Holdings Inc. Healthcare	Reduced	29,148	-140	$4,970,899	−24.7%	3.67%
ULTA	Ulta Beauty, Inc. Consumer Cyclical	Reduced	8,868	-1,858	$4,635,392	−28.6%	3.42%
AAPL	Apple Inc. Technology	Reduced	17,920	-210	$4,547,915	−7.7%	3.36%
V	Visa Inc. Financial Services	Added	14,644	+318	$4,426,002	−11.9%	3.27%
CRM	Salesforce, Inc. Technology	Reduced	23,428	-63	$4,373,304	−29.7%	3.23%
TPL	Texas Pacific Land Corp Energy	Added	8,132	+442	$3,859,121	+74.7%	2.85%
FTNT	Fortinet, Inc. Technology	Added	46,929	+261	$3,835,037	+3.5%	2.83%
ADBE	Adobe Inc. Technology	Added	15,241	+44	$3,704,782	−30.3%	2.74%
INTU	Intuit Inc. Technology	NEW	8,562	NEW	$3,702,037	NEW	2.73%
NVDA	Nvidia Corp Technology	Added	19,661	+19	$3,428,878	−6.4%	2.53%
APD	Air Products & Chemicals, Inc. Basic Materials	NEW	10,982	NEW	$3,190,161	NEW	2.36%
AVGO	Broadcom Inc. Technology	Added	9,425	+28	$2,917,130	−10.3%	2.15%
CVX	Chevron Corp Energy	NEW	14,010	NEW	$2,898,669	NEW	2.14%
RMD	Resmed Inc Healthcare	Added	11,332	+70	$2,543,806	−6.2%	1.88%
MSFT	Microsoft Corp Technology	Added	6,623	+6,087	$2,451,635	+845.8%	1.81%
SPGI	S&P Global Inc. Financial Services	NEW	6,056	NEW	$2,436,952	NEW	1.80%
RTX	RTX Corp Industrials	Reduced	12,119	-100	$2,337,755	+4.3%	1.73%
ICE	Intercontinental Exchange, Inc. Financial Services	NEW	14,811	NEW	$2,329,474	NEW	1.72%
CSX	Csx Corp Industrials	Held	54,000	0	$2,216,700	+13.2%	1.64%
KO	Coca Cola Co Consumer Defensive	Held	25,785	0	$1,960,949	+8.8%	1.45%
IBM	International Business Machines Corp Technology	Held	7,315	0	$1,773,082	−18.2%	1.31%
GE	General Electric Co Industrials	Held	4,838	0	$1,372,879	−7.9%	1.01%
GEV	GE Vernova Inc. Industrials	Held	1,209	0	$1,055,336	+33.6%	0.78%
BMY	Bristol Myers Squibb Co Healthcare	Held	14,037	0	$851,344	+12.4%	0.63%
CARR	CARRIER GLOBAL Corp Industrials	Held	12,000	0	$675,720	+6.6%	0.50%
LMT	Lockheed Martin Corp Industrials	Held	1,048	0	$633,400	+25.0%	0.47%
COIN	Coinbase Global, Inc. Financial Services	Added	3,392	+48	$592,277	−21.7%	0.44%
OTIS	Otis Worldwide Corp Industrials	Reduced	6,000	-7	$462,480	−11.9%	0.34%
RF	Regions Financial Corp Financial Services	Reduced	17,011	-469	$444,327	−6.2%	0.33%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	877	0	$406,217	−3.6%	0.30%
FDX	Fedex Corp Industrials	Held	1,167	0	$334,941	+23.3%	0.25%
CRK	Comstock Resources Inc Energy	Held	15,090	0	$318,097	−9.1%	0.23%
LHX	L3harris Technologies, Inc. /De/ Industrials	Held	910	0	$314,086	+17.6%	0.23%
PFE	Pfizer Inc Healthcare	Held	10,359	0	$290,880	+12.8%	0.21%
OII	Oceaneering International Inc Energy	NEW	8,000	NEW	$283,760	NEW	0.21%
PEP	Pepsico Inc Consumer Defensive	Held	1,733	0	$269,117	+8.2%	0.20%
GLD	Spdr Gold Trust	NEW	500	NEW	$215,145	NEW	0.16%
MCD	Mcdonalds Corp Consumer Cyclical	Held	656	0	$203,878	+1.7%	0.15%
KLAC	Kla Corp Technology	NEW	142	NEW	$20,907	NEW	0.02%