$134 Million is the total value of MERIDIAN MANAGEMENT CO's 61 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was 12.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHA | Sell | SCHWAB US SMALL-CAP ETFidx | $7,166,000 | -24.4% | 130,736 | -26.1% | 5.35% | -28.8% |
| OEF | Sell | ISHARES S&P 100idx | $3,140,000 | -0.5% | 36,290 | -4.8% | 2.34% | -6.2% |
| ORCL | Sell | Oracle Corp | $2,614,000 | -1.2% | 64,484 | -0.3% | 1.95% | -6.9% |
| LOW | Sell | Lowes Cos Inc | $2,135,000 | -2.1% | 44,490 | -0.2% | 1.59% | -7.6% |
| SWN | Sell | Southwestern Energy | $2,045,000 | -1.4% | 44,955 | -0.2% | 1.53% | -7.1% |
| IVV | Sell | ISHARES CORE S&P 500 ETFidx | $1,114,000 | +4.3% | 5,656 | -0.4% | 0.83% | -1.7% |
| T | Sell | AT&T Inc. | $404,000 | -11.2% | 11,416 | -11.9% | 0.30% | -16.1% |
| ACXM | Exit | Acxiom Corp | $0 | – | -6,414 | -100.0% | -0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-07-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 42 | Q3 2023 | 11.6% |
| SCHWAB US SMALL-CAP ETF | 42 | Q3 2023 | 7.5% |
| VANGUARD MID-CAP ETF | 42 | Q3 2023 | 6.0% |
| VANGUARD MSCI EMERGING MARKET | 42 | Q3 2023 | 10.4% |
| ISHARES TR | 42 | Q3 2023 | 6.4% |
| APPLE INC | 42 | Q3 2023 | 3.1% |
| WAL-MART STORES INC | 42 | Q3 2023 | 2.9% |
| VISA INC | 42 | Q3 2023 | 2.6% |
| INTERNATIONAL BUSINESS MACHS | 42 | Q3 2023 | 3.3% |
| BRISTOL-MYERS SQUIBB CO | 42 | Q3 2023 | 1.9% |
View MERIDIAN MANAGEMENT CO's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-10 |
View MERIDIAN MANAGEMENT CO's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.