Fund HoldingsMERIDIAN MANAGEMENT CO

Total Portfolio Value
$306.53M
Total Bought
$12.96M
Total Sold
$16.86M
Net Transaction
-$3.90M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
CHARLES RIV LABS INTL INC(CRL)08,977+8,97701,7590.57%+1,759
TEXAS PACIFIC LAND CORPORATI(TPL)9601,382+4221,2642,5200.82%+1,256
ETSY INC(ETSY)18,39740,981+22,5841,5572,6470.86%+1,090
CENTENE CORP DEL(CNC)41,13553,270+12,1352,7753,6691.20%+895
DIAMONDBACK ENERGY INC(FANG)34,36234,018-3444,5145,2691.72%+755
ALPHABET INC(GOOG)41,89541,598-2975,0685,4851.79%+417
WALMART INC(WMT)47,08047,968+8887,4007,6712.50%+271
EPAM SYS INC(EPAM)8,2958,239-561,8642,1070.69%+242
NVIDIA CORPORATION(NVDA)0549+54902390.08%+239
GOLDMAN SACHS GROUP INC(GS)0643+64302080.07%+208
AFLAC INC(AFL)02,695+2,69502070.07%+207
OCEANEERING INTL INC(OII)08,000+8,00002060.07%+206
META PLATFORMS INC(META)12,80112,860+593,6743,8611.26%+187
SIMMONS 1ST NATL CORP(SFNC)115,201126,920+11,7191,9872,1530.70%+165
EXXON MOBIL CORP7,2477,475+2287778790.29%+102
MICROSOFT CORP(MSFT)1,5271,947+4205206150.20%+95
CONOCOPHILLIPS(COP)3,5423,840+2983674600.15%+93
MURPHY USA INC(MUSA)2,3922,394+27448180.27%+74
CARRIER GLOBAL CORPORATION(CARR)12,08512,159+746016710.22%+70
ISHARES TR67,65570,382+2,72730,15430,2249.86%+70
BERKSHIRE HATHAWAY INC DEL1,5181,656+1385185800.19%+62
INTERNATIONAL BUSINESS MACHS(IBM)7,3257,388+639801,0370.34%+56
FLEETCOR TECHNOLOGIES INC21,56321,376-1875,4145,4581.78%+44
JPMORGAN CHASE & CO(JPM)4,1764,485+3096076500.21%+43
GENERAL ELECTRIC CO(GE)4,8585,081+2235345620.18%+28
FEDEX CORP(FDX)1,1771,206+292923190.10%+28
FS CREDIT OPPORTUNITIES CORP(FSCO)27,71027,71001321500.05%+19
ISHARES TR
CORE DIV GRWTH
6,6207,062+4423413500.11%+9
CONSTELLATION BRANDS INC(STZ)12,01611,794-2222,9572,9640.97%+7
UNITED CMNTY BKS BLAIRSVLE G(UCB)10,92410,92402732780.09%+5
ISHARES U S ETF TR
SHOR DURA BD ETF
7,9757,97503973980.13%+1
ISHARES TR
FLTG RATE NT ETF
15,48015,465-157877870.26%0
ISHARES TR
CORE MSCI EAFE
3,2853,367+822222170.07%-5
INVESCO EXCH TRADED FD TR II7,0506,839-2112332270.07%-6
PEPSICO INC(PEP)2,0332,183+1503773700.12%-7
ISHARES TR
CORE HIGH DV ETF
4,0004,00004033960.13%-8
SPDR DOW JONES INDL AVERAGE(DIA)89089003062980.10%-8
ISHARES TR3,7783,680-983062980.10%-8
ISHARES TR1,0001,00002802700.09%-10
SPDR SER TR
ST STR SP600 SML
5,5935,59302172060.07%-11
ISHARES TR2,3602,36003743630.12%-11
VANGUARD WHITEHALL FDS4,8554,85505155020.16%-13
COMSTOCK RES INC(CRK)16,30015,866-4341891750.06%-14
ISHARES TR7,2727,27205134980.16%-15
ISHARES TR6,3246,231-933203030.10%-17
VANGUARD BD INDEX FDS3,9833,851-1322902690.09%-21
ISHARES TR2,3152,194-1212312070.07%-24
ISHARES TR5,2005,20005024750.15%-27
INVESCO EXCHANGE TRADED FD T
INTL DIVI ACHI
15,71315,265-4482842550.08%-29
ISHARES TR8,1008,10007937630.25%-30
INVESCO EXCH TRADED FD TR II15,51114,837-6743653340.11%-31
VANGUARD INDEX FDS3,1763,083-932652330.08%-32
ISHARES TR9,2009,20001,0029650.31%-36
VANGUARD INDEX FDS2,5032,50301,0199830.32%-36
OTIS WORLDWIDE CORP(OTIS)6,0506,127+775394920.16%-46
VANGUARD INTL EQUITY INDEX F18,52418,002-5227547060.23%-48
VANGUARD INDEX FDS1,8061,642-1643983490.11%-49
LOCKHEED MARTIN CORP(LMT)1,0541,063+94854350.14%-51
NORTHROP GRUMMAN CORP(NOC)7,2567,353+973,3073,2371.06%-71
THERMO FISHER SCIENTIFIC INC(TMO)5,6115,634+232,9282,8520.93%-76
ISHARES TR9,4379,43702,5972,5100.82%-87
VANGUARD INDEX FDS3,9463,386-5605614670.15%-94
VANGUARD INDEX FDS3,1432,801-3426255300.17%-96
SCHWAB STRATEGIC TR15,54414,578-9661,1291,0320.34%-97
COCA COLA CO(KO)28,37328,730+3571,7091,6080.52%-100
SCHWAB STRATEGIC TR119,862121,111+1,2495,9075,8061.89%-101
ISHARES TR3,6263,378-2489488420.27%-106
VISA INC(V)19,22119,380+1594,5654,4581.45%-107
PFIZER INC(PFE)33,19533,367+1721,2181,1070.36%-111
INVESCO QQQ TR4,3234,024-2991,5971,4420.47%-155
CSX CORP(CSX)54,23654,394+1581,8491,6730.55%-177
REGIONS FINANCIAL CORP NEW(RF)51,50841,704-9,8049187170.23%-201
ISHARES TR4,4983,594-9048426350.21%-207
VANGUARD TAX-MANAGED FDS47,71745,556-2,1612,2041,9920.65%-212
SALESFORCE INC(CRM)23,43023,296-1344,9504,7241.54%-226
VANGUARD INDEX FDS8020-8022270-227
ISHARES INC
CORE MSCI EMKT
4,7890-4,7892360-236
GXO LOGISTICS INCORPORATED(GXO)52,88352,488-3953,3223,0781.00%-244
ISHARES TR163,770163,879+10916,85216,6065.42%-246
ISHARES INC
EMNG MKTS EQT
437,568438,176+60818,18917,9215.85%-268
ALIGN TECHNOLOGY INC5,7915,816+252,0481,7760.58%-272
BLACKROCK INC(BLK)5,6065,558-483,8753,5931.17%-281
QUANTA SVCS INC24,04723,711-3364,7244,4361.45%-288
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
230,031235,413+5,38218,17917,8875.84%-293
RTX CORPORATION(RTX)12,34512,532+1871,2099020.29%-307
ISHARES TR78,95078,452-4988,4978,1372.65%-360
ULTA BEAUTY INC(ULTA)6,7716,770-13,1862,7040.88%-482
SCOTTS MIRACLE-GRO CO(SMG)43,21442,890-3242,7092,2170.72%-493
APPLE INC(AAPL)32,96533,700+7356,3945,7701.88%-624
GENERAC HLDGS INC(GNRC)16,63016,607-232,4801,8090.59%-671
FISERV INC(FISV)46,64546,115-5305,8845,2091.70%-675
VANGUARD INDEX FDS86,55587,369+81419,05618,1945.94%-862
SCHWAB STRATEGIC TR508,542515,951+7,40922,27421,3716.97%-903
ISHARES TR
INTL EQTY FACTOR
1,407,4291,416,426+8,99737,73336,61511.94%-1,119
BRISTOL-MYERS SQUIBB CO(BMY)48,68127,871-20,8103,1131,6180.53%-1,496
PAYPAL HLDGS INC(PYPL)55,89733,469-22,4283,7301,9570.64%-1,773
AMAZON COM INC(AMZN)42,79326,058-16,7355,5783,3121.08%-2,266
CVS HEALTH CORP(CVS)61,2100-61,2104,2310-4,231
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