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Meridian Management Portfolio holdings

AUM $402M
1-Year Est. Return 17.05%
This Fund
S&P 500
This Quarter Est. Return
+7.52%
1 Year Est. Return
+17.05%
3 Year Est. Return
+47.37%
5 Year Est. Return
+48.72%
10 Year Est. Return
+165.72%
AUM
$366M
AUM Growth
+$42.9M
Cap. Flow
+$16.1M
Cap. Flow %
4.39%
Top 10 Hldgs %
54.93%
Holding
78
New
7
Increased
24
Reduced
25
Closed
2

Top Buys

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.67M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.88M
3
DE icon
Deere & Co
DE
+$5.07M
4
ADBE icon
Adobe
ADBE
+$4.34M
5
IQV icon
IQVIA
IQV
+$4.31M

Top Sells

Rank Stock Value
1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.45M
2
WMT icon
Walmart Inc
WMT
+$5.22M
3
VO icon
Vanguard Mid-Cap ETF
VO
+$4.82M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.58M
5
V icon
Visa
V
+$1.34M

Sector Composition

Rank Sector Weight
1 Technology 13.93%
2 Industrials 6.67%
3 Consumer Discretionary 3.59%
4 Communication Services 3.55%
5 Healthcare 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCD icon
76
McDonald's
MCD
$193B
$206K 0.06%
688
-16
-2% -$4.93K
BRK.B icon
77
Berkshire Hathaway Class B
BRK.B
$1.1T
– –
-442
Closed -$235K
SHY icon
78
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
– –
-2,465
Closed -$204K
1 2 3
4

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BC
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SCP
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TGV
TRV GP V Boston, Massachusetts $401M AUM 284.76% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return
AIM
Alpine Investment Management Hong Kong $401M AUM 17.09% 1-Year Est. Return
BLC
Brown, Lisle/Cummings Providence, Rhode Island $400M AUM 18.79% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return

Meridian Management's Q2 2025 Portfolio in Review

As of Q2 2025, Meridian Management held 78 positions worth $366M, up 13% from $323M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

Meridian Management deployed $16.1M of net new capital in Q2 2025, opening 7 new positions and adding to 24 existing holdings. Its largest new stake was Deere & Co: 10,358 shares worth $5.43M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 14% a quarter earlier, followed by Industrials and Consumer Discretionary.

On the sell side, the largest reduction was Vanguard FTSE Emerging Markets ETF, an estimated $6.45M trimmed.

  • Meridian Management's largest Q2 2025 buy was Deere & Co: 10,358 shares worth $5.43M.
  • Meridian Management added most to Vanguard FTSE Developed Markets ETF in Q2 2025, an estimated $6.67M increase.
  • Meridian Management's biggest Q2 2025 reduction was Vanguard FTSE Emerging Markets ETF, cutting an estimated $6.45M.
  • Meridian Management fully exited Berkshire Hathaway Class B in Q2 2025, selling an estimated $235K.
  • Meridian Management's ten largest holdings make up 55% of its $366M portfolio in Q2 2025.
  • Meridian Management opened 7 new positions and closed 2 in Q2 2025.
  • Meridian Management's portfolio value rose 13% quarter-over-quarter to $366M.

Based on Meridian Management's 13F filing for Q2 2025, filed 5 Aug 2025.