MERIDIAN MANAGEMENT CO

Q1 2026 13F-HR Holdings

Location
Little Rock, AR
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
81
Total value ($000)
$401,923
Net value change ($000)
-2,007 (-0.5%)
New positions
8
Sold out positions
7
Turnover %
5.9%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AGG 6,901 3301.9%
INTU 3,702 NEW
APD 3,190 NEW
CVX 2,899 NEW
SPGI 2,576 NEW
ICE 2,329 NEW
MSFT 2,193 846.7%
GNRC 1,678 43.0%
TPL 1,650 74.7%
VWO 1,342 9.0%
Top Reduces (Value $000, Stocks/ETFs)
TIP -5,775 -36.6%
IVV -4,641 -13.2%
GOOGL -4,166 -41.2%
WDAY -2,745 -100.0%
XLK -2,261 -100.0%
NICE -2,089 -100.0%
ULTA -1,854 -28.6%
CRM -1,850 -29.7%
IQV -1,631 -24.7%
ADBE -1,614 -30.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type