Meridian Management Co 13F annual report
Meridian Management Co is an investment fund managing more than $350 billion ran by Diana Hinojosa. There are currently 68 companies in Mrs. Hinojosa’s portfolio. The largest investments include Ishares Tr and Vanguard Tax-managed Fds, together worth $141 billion.
$350 billion Assets Under Management (AUM)
As of 5th February 2024, Meridian Management Co’s top holding is 1,043,033 shares of Ishares Tr currently worth over $109 billion and making up 31.0% of the portfolio value.
In addition, the fund holds 679,731 shares of Vanguard Tax-managed Fds worth $32.4 billion.
The third-largest holding is Vanguard Intl Equity Index F worth $21.8 billion and the next is Vanguard Scottsdale Fds worth $21.1 billion, with 263,733 shares owned.
Currently, Meridian Management Co's portfolio is worth at least $350 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Meridian Management Co
The Meridian Management Co office and employees reside in Little Rock, Arkansas. According to the last 13-F report filed with the SEC, Diana Hinojosa serves as the Vice President at Meridian Management Co.
Recent trades
In the most recent 13F filing, Meridian Management Co revealed that it had opened a new position in Ishares Tr and bought 1,043,033 shares worth $109 billion.
One of the average hedge funds
The two most similar investment funds to Meridian Management Co are Engrave Wealth Partners and Burt Wealth Advisors. They manage $350 billion and $350 billion respectively.
Diana Hinojosa investment strategy
Meridian Management Co’s portfolio is diversified across 8 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 6.1% of
the total portfolio value.
The fund focuses on investments in the United States as
60.3% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
54% of the total holdings value.
On the other hand, small-cap stocks make up only 1.5% of the portfolio.
The average market cap of the portfolio companies is close to $267 billion.
The complete list of Meridian Management Co trades based on 13F SEC filings
These positions were updated on February 12th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares Tr |
Opened
1,043,033
|
$108,524,662,000 | 30.99% |
| Vanguard Tax-managed Fds |
Opened
679,731
|
$32,382,364,000 | 9.25% |
| Vanguard Intl Equity Index F |
Opened
537,061
|
$21,820,801,000 | 6.23% |
| Vanguard Scottsdale Fds |
Opened
263,733
|
$21,098,645,000 | 6.02% |
| Schwab Strategic Tr |
Opened
402,729
|
$19,348,136,000 | 5.52% |
| Vanguard Index Fds |
Opened
74,663
|
$17,382,414,000 | 4.96% |
| Walmart Inc |
Opened
46,925
|
$7,943,546,000 | 2.27% |
| Salesforce Inc |
Opened
23,021
|
$6,706,017,000 | 1.91% |
| Fiserv, Inc. |
Opened
45,138
|
$6,510,254,000 | 1.86% |
| Apple Inc |
Opened
33,692
|
$6,362,684,000 | 1.82% |
| Alphabet Inc |
Opened
41,531
|
$6,238,787,000 | 1.78% |
| Meta Platforms Inc |
Opened
12,885
|
$6,031,598,000 | 1.72% |
| Fleetcor Technologies Inc |
Opened
21,600
|
$5,905,440,000 | 1.69% |
| Visa Inc |
Opened
19,178
|
$5,301,467,000 | 1.51% |
| Diamondback Energy Inc |
Opened
33,796
|
$5,128,205,000 | 1.46% |
| Etsy Inc |
Opened
62,142
|
$4,852,669,000 | 1.39% |
| Amazon.com Inc. |
Opened
26,532
|
$4,628,508,000 | 1.32% |
| Ulta Beauty Inc |
Opened
8,852
|
$4,626,321,000 | 1.32% |
| Blackrock Inc. |
Opened
5,451
|
$4,345,591,000 | 1.24% |
| Centene Corp. |
Opened
53,728
|
$4,154,786,000 | 1.19% |
| PayPal Holdings Inc |
Opened
52,774
|
$3,108,916,000 | 0.89% |
| Thermo Fisher Scientific Inc. |
Opened
5,585
|
$3,075,939,000 | 0.88% |
| Generac Holdings Inc |
Opened
23,856
|
$3,027,565,000 | 0.86% |
| Gxo Logistics Incorporated |
Opened
52,098
|
$2,953,436,000 | 0.84% |
| Constellation Brands, Inc. |
Opened
12,047
|
$2,922,000,000 | 0.83% |
| Schwab Charles Corp |
Opened
43,250
|
$2,740,753,000 | 0.78% |
| Align Technology, Inc. |
Opened
9,123
|
$2,703,784,000 | 0.77% |
| Quanta Svcs Inc |
Opened
12,012
|
$2,523,841,000 | 0.72% |
| Epam Sys Inc |
Opened
8,287
|
$2,372,319,000 | 0.68% |
| Charles Riv Labs Intl Inc |
Opened
9,215
|
$2,047,757,000 | 0.58% |
| Texas Pacific Land Corporati |
Opened
1,393
|
$2,042,291,000 | 0.58% |
| CSX Corp. |
Opened
54,654
|
$2,016,186,000 | 0.58% |
| Coca-Cola Co |
Opened
28,625
|
$1,704,905,000 | 0.49% |
| Bristol-Myers Squibb Co. |
Opened
28,124
|
$1,400,844,000 | 0.40% |
| International Business Machs |
Opened
7,467
|
$1,391,401,000 | 0.40% |
| RTX Corp |
Opened
12,570
|
$1,137,710,000 | 0.32% |
| Spdr Ser Tr |
Opened
9,524
|
$944,572,000 | 0.27% |
| Murphy USA Inc |
Opened
2,396
|
$943,522,000 | 0.27% |
| Microsoft Corporation |
Opened
2,079
|
$874,201,000 | 0.25% |
| JPMorgan Chase & Co. |
Opened
4,503
|
$788,096,000 | 0.23% |
| Regions Financial Corp. |
Opened
40,944
|
$736,988,000 | 0.21% |
| General Electric Co. |
Opened
5,086
|
$708,378,000 | 0.20% |
| Pfizer Inc. |
Opened
25,070
|
$690,937,000 | 0.20% |
| Carrier Global Corporation |
Opened
12,278
|
$687,691,000 | 0.20% |
| Otis Worldwide Corporation |
Opened
6,114
|
$556,863,000 | 0.16% |
| Vanguard Whitehall Fds |
Opened
4,855
|
$548,032,000 | 0.16% |
| Exxon Mobil Corp. |
Opened
5,377
|
$547,218,000 | 0.16% |
| Berkshire Hathaway Inc. |
Opened
1,335
|
$531,811,000 | 0.15% |
| Lockheed Martin Corp. |
Opened
1,067
|
$455,076,000 | 0.13% |
| Ishares U S Etf Tr |
Opened
6,900
|
$348,105,000 | 0.10% |
| Conocophillips |
Opened
3,123
|
$347,152,000 | 0.10% |
| Spdr Dow Jones Indl Average |
Opened
890
|
$344,181,000 | 0.10% |
| Pepsico Inc |
Opened
2,031
|
$340,538,000 | 0.10% |
| NVIDIA Corp |
Opened
472
|
$340,468,000 | 0.10% |
| Ishares Inc |
Opened
6,976
|
$299,670,000 | 0.09% |
| United Cmnty Bks Blairsvle G |
Opened
10,924
|
$297,570,000 | 0.08% |
| Fedex Corp |
Opened
1,205
|
$292,357,000 | 0.08% |
| Bank Ozk Little Rock Ark |
Opened
6,700
|
$285,093,000 | 0.08% |
| Goldman Sachs Group, Inc. |
Opened
621
|
$238,773,000 | 0.07% |
| Merck & Co Inc |
Opened
1,878
|
$235,631,000 | 0.07% |
| Broadcom Inc. |
Opened
173
|
$222,035,000 | 0.06% |
| Invesco Exch Traded Fd Tr Ii |
Opened
5,736
|
$219,346,000 | 0.06% |
| Abbvie Inc |
Opened
1,247
|
$217,095,000 | 0.06% |
| Aflac Inc. |
Opened
2,767
|
$216,483,000 | 0.06% |
| Home Bancshares Inc |
Opened
8,680
|
$205,712,000 | 0.06% |
| Fs Credit Opportunities Corp |
Opened
27,710
|
$159,610,000 | 0.05% |
| Comstock Res Inc |
Opened
15,866
|
$116,774,000 | 0.03% |
| Immunitybio Inc |
Opened
10,000
|
$45,800,000 | 0.01% |
| No transactions found | |||
| Showing first 500 out of 68 holdings | |||
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