Meridiem-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  "AXP",
  "EBAY",
  "HD",
  "MCD",
  "INTU",
  "ISRG",
  "META",
  "LIN",
  "MMC",
  "MA",
  "MSFT",
  "DG",
  "PANW",
  "PYPL",
  "UNH",
  "AAPL",
  "VZ",
  "SPGI",
  "RTX",
  "SYK",
  "SNPS",
  "TMO",
  "TSCO",
  "TSM",
  "ALGN",
  "AVY",
  "APH",
  "AMD",
  "FI",
  "WEC",
  "AMZN",
  "V",
  "WFC",
  "WPM",
  "XYL",
  "MSCI",
  "LH",
  "OTIS",
  "AME",
  "ADP",
  "BRK-B",
  "BR",
  "CDNS",
  "CARR",
  "CB",
  "KO",
  "COST",
  "DE",
  "GOOG",
  "XOM",
  "JNJ",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 57
Total Value: 5467122793
Accession Number: 0000943663-25-000112
Form Type: 13F-HR
CIK: meridiem-investment-management
Manager Name: Meridiem-Investment-Management

Data Enrichment

100% identified

57 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

57 positions • $5.5B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Alphabet Inc.

GOOGL|02079K305

Shares:726.2K

Value:$112.3M

% of Portfolio:2.1% ($112.3M/$5.5B)

ADOBE INC.

ADBE|00724F101

Shares:219.2K

Value:$84.1M

% of Portfolio:1.5% ($84.1M/$5.5B)

Alphabet Inc.

GOOG|02079K107

Shares:486.7K

Value:$76.0M

% of Portfolio:1.4% ($76.0M/$5.5B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:19.2K

Value:$10.2M

% of Portfolio:0.2% ($10.2M/$5.5B)

Apple Inc.

AAPL|037833100

Shares:10.9K

Value:$2.4M

% of Portfolio:0.0% ($2.4M/$5.5B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:8.9K

Value:$1.5M

% of Portfolio:0.0% ($1.5M/$5.5B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.2K

Value:$1.1M

% of Portfolio:0.0% ($1.1M/$5.5B)

Xylem Inc.

XYL|98419M100

Shares:6.0K

Value:$720.3K

% of Portfolio:0.0% ($720.3K/$5.5B)

MCDONALDS CORP

MCD|580135101

Shares:1.5K

Value:$462.5K

% of Portfolio:0.0% ($462.5K/$5.5B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:2.5K

Value:$414.7K

% of Portfolio:0.0% ($414.7K/$5.5B)

AMERICAN EXPRESS CO

AXP|025816109

Shares:1.5K

Value:$403.7K

% of Portfolio:0.0% ($403.7K/$5.5B)

EXXON MOBIL CORP

XOM|30231G102

Shares:2.6K

Value:$314.1K

% of Portfolio:0.0% ($314.1K/$5.5B)

Wheaton Precious Metals Corp.

WPM|962879102

Shares:4.0K

Value:$310.6K

% of Portfolio:0.0% ($310.6K/$5.5B)

S&P Global Inc.

SPGI|78409V104

Shares:540

Value:$274.5K

% of Portfolio:0.0% ($274.5K/$5.5B)

Meta Platforms, Inc.

META|30303M102

Shares:466

Value:$268.6K

% of Portfolio:0.0% ($268.6K/$5.5B)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:2.4K

Value:$259.4K

% of Portfolio:0.0% ($259.4K/$5.5B)

AbbVie Inc.

ABBV|00287Y109

Shares:1.2K

Value:$248.3K

% of Portfolio:0.0% ($248.3K/$5.5B)

RTX Corp

RTX|75513E101

Shares:1.6K

Value:$211.9K

% of Portfolio:0.0% ($211.9K/$5.5B)

ABBOTT LABORATORIES

ABT|002824100

Shares:1.6K

Value:$208.3K

% of Portfolio:0.0% ($208.3K/$5.5B)

EBAY INC

EBAY|278642103

Shares:2.8K

Value:$189.6K

% of Portfolio:0.0% ($189.6K/$5.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alphabet Inc.(GOOGLcusip02079K305)	726.2K	QoQ +8.56% (-57.3K) YoY +11.08% (+72.5K)	All Managers (Combined)	$112.3M	2.1% ($112.3M/$5.5B)	QoQ -11.35% (-$14.4M) YoY +13.84% (+$13.6M)
ADOBE INC.(ADBEcusip00724F101)	219.2K	QoQ +3.02% (-6.4K) YoY +10.32% (-20.5K)	All Managers (Combined)	$84.1M	1.5% ($84.1M/$5.5B)	QoQ -11.16% (-$10.6M) YoY -16.14% (-$16.2M)
Alphabet Inc.(GOOGcusip02079K107)	486.7K	QoQ -0.65% (-3.2K) YoY -5.19% (-26.7K)	All Managers (Combined)	$76.0M	1.4% ($76.0M/$5.5B)	QoQ -18.55% (-$17.3M) YoY -2.74% (-$2.1M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	19.2K	QoQ -2.23% (-440) YoY -43.45% (-14.8K)	All Managers (Combined)	$10.2M	0.2% ($10.2M/$5.5B)	QoQ +14.90% (-$1.3M) YoY -28.29% (-$4.0M)
Apple Inc.(AAPLcusip037833100)	10.9K	QoQ -21.63% (-3.0K) YoY -33.29% (-5.4K)	All Managers (Combined)	$2.4M	0.0% ($2.4M/$5.5B)	QoQ -30.49% (-$1.1M) YoY -13.60% (-$379.9K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	8.9K	QoQ +12.01% (-950) YoY -18.79% (-2.0K)	All Managers (Combined)	$1.5M	0.0% ($1.5M/$5.5B)	QoQ -5.92% (-$92.6K) YoY -0.92% (-$13.8K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.2K	QoQ -14.47% (-200) YoY -30.01% (-507)	All Managers (Combined)	$1.1M	0.0% ($1.1M/$5.5B)	QoQ -11.73% (-$148.7K) YoY -9.63% (-$119.1K)
Xylem Inc.(XYLcusip98419M100)	6.0K	QoQ -19.92% (-1.5K) YoY -19.92% (-1.5K)	All Managers (Combined)	$720.3K	0.0% ($720.3K/$5.5B)	QoQ -17.56% (-$153.5K) YoY -25.96% (-$252.6K)
MCDONALDS CORP(MCDcusip580135101)	1.5K	QoQ 0.00% (+0) YoY -62.61% (-2.5K)	All Managers (Combined)	$462.5K	0.0% ($462.5K/$5.5B)	QoQ +7.71% (+$33.1K) YoY -58.58% (-$654.2K)
JOHNSON & JOHNSON(JNJcusip478160104)	2.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$414.7K	0.0% ($414.7K/$5.5B)	QoQ +14.69% (+$53.1K) YoY +4.86% (+$19.3K)
AMERICAN EXPRESS CO(AXPcusip025816109)	1.5K	QoQ 0.00% (-0) YoY -46.42% (-1.3K)	All Managers (Combined)	$403.7K	0.0% ($403.7K/$5.5B)	QoQ -9.36% (-$41.7K) YoY -36.68% (-$233.8K)
EXXON MOBIL CORP(XOMcusip30231G102)	2.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$314.1K	0.0% ($314.1K/$5.5B)	QoQ +10.52% (+$29.9K) YoY +2.34% (+$7.2K)
Wheaton Precious Metals Corp.(WPMcusip962879102)	4.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$310.6K	0.0% ($310.6K/$5.5B)	QoQ +38.03% (+$85.6K) YoY +64.79% (+$122.1K)
S&P Global Inc.(SPGIcusip78409V104)	540	QoQ 0.00% (+0) YoY +35.00% (+140)	All Managers (Combined)	$274.5K	0.0% ($274.5K/$5.5B)	QoQ +1.94% (+$5.2K) YoY +61.47% (+$104.5K)
Meta Platforms, Inc.(METAcusip30303M102)	466	QoQ -15.27% (-84) YoY -39.48% (-304)	All Managers (Combined)	$268.6K	0.0% ($268.6K/$5.5B)	QoQ -16.62% (-$53.5K) YoY -28.17% (-$105.4K)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	2.4K	QoQ -53.14% (-2.7K) YoY -53.14% (-2.7K)	All Managers (Combined)	$259.4K	0.0% ($259.4K/$5.5B)	QoQ -45.70% (-$218.4K) YoY -37.77% (-$157.5K)
AbbVie Inc.(ABBVcusip00287Y109)	1.2K	QoQ -38.75% (-750) YoY -38.75% (-750)	All Managers (Combined)	$248.3K	0.0% ($248.3K/$5.5B)	QoQ -27.80% (-$95.6K) YoY -29.47% (-$103.8K)
RTX Corp(RTXcusip75513E101)	1.6K	QoQ 0.00% (+0) YoY -18.98% (-375)	All Managers (Combined)	$211.9K	0.0% ($211.9K/$5.5B)	QoQ +14.41% (+$26.7K) YoY +9.96% (-$19.2K)
ABBOTT LABORATORIES(ABTcusip002824100)	1.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$208.3K	0.0% ($208.3K/$5.5B)	QoQ +17.24% (+$30.6K) YoY +16.72% (+$29.8K)
EBAY INC(EBAYcusip278642103)	2.8K	QoQ 0.00% (+0) YoY -14.50% (-475)	All Managers (Combined)	$189.6K	0.0% ($189.6K/$5.5B)	QoQ +9.27% (+$16.1K) YoY +9.69% (-$16.8K)