MERIDIAN MANAGEMENT CO

Q2 2026 13F-HR Holdings

Location
Little Rock, AR
Holdings as of
6/30/2026
Date filed
8/4/2026
Form type
13F-HR
Num holdings
84
Total value ($000)
$445,550
Net value change ($000)
+43,627 (10.9%)
New positions
11
Sold out positions
8
Turnover %
7.2%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 11,370 159.9%
IVV 4,442 14.5%
MSFT 3,556 145.0%
VEA 3,454 8.9%
FTNT 3,108 81.0%
IJH 2,936 14.3%
LLY 2,711 NEW
CDNS 2,583 NEW
ISRG 2,514 NEW
VCIT 2,476 7.5%
Top Reduces (Value $000, Stocks/ETFs)
TIP -9,582 -95.7%
ADBE -3,705 -100.0%
INTU -3,702 -100.0%
APD -3,190 -100.0%
CVX -2,899 -100.0%
PWR -1,274 -25.2%
WMT -891 -8.9%
ULTA -727 -15.7%
COIN -592 -100.0%
ICE -460 -19.8%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type