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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PayPal Holdings, Inc.

PYPL|70450Y103

Shares:2.8K

Value:$182.6K

% of Portfolio:0.0% ($182.6K/$5.5B)

Palo Alto Networks Inc

PANW|697435105

Shares:960

Value:$163.8K

% of Portfolio:0.0% ($163.8K/$5.5B)

LINDE PLC

LIN|G54950103

Shares:335

Value:$156.0K

% of Portfolio:0.0% ($156.0K/$5.5B)

COCA COLA CO

KO|191216100

Shares:2.2K

Value:$154.9K

% of Portfolio:0.0% ($154.9K/$5.5B)

DEERE & CO

DE|244199105

Shares:325

Value:$152.6K

% of Portfolio:0.0% ($152.6K/$5.5B)

MSCI Inc.

MSCI|55354G100

Shares:245

Value:$138.6K

% of Portfolio:0.0% ($138.6K/$5.5B)

DOLLAR GENERAL CORP

DG|256677105

Shares:1.6K

Value:$136.3K

% of Portfolio:0.0% ($136.3K/$5.5B)

STRYKER CORP

SYK|863667101

Shares:350

Value:$130.3K

% of Portfolio:0.0% ($130.3K/$5.5B)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:1.6K

Value:$101.4K

% of Portfolio:0.0% ($101.4K/$5.5B)

VISA INC.

V|92826C839

Shares:250

Value:$87.6K

% of Portfolio:0.0% ($87.6K/$5.5B)

Otis Worldwide Corp

OTIS|68902V107

Shares:800

Value:$82.6K

% of Portfolio:0.0% ($82.6K/$5.5B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:280

Value:$68.7K

% of Portfolio:0.0% ($68.7K/$5.5B)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:650

Value:$66.8K

% of Portfolio:0.0% ($66.8K/$5.5B)

HOME DEPOT, INC.

HD|437076102

Shares:175

Value:$64.1K

% of Portfolio:0.0% ($64.1K/$5.5B)

Chubb Ltd

CB|H1467J104

Shares:108

Value:$32.6K

% of Portfolio:0.0% ($32.6K/$5.5B)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:690

Value:$31.3K

% of Portfolio:0.0% ($31.3K/$5.5B)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:350

Value:$25.1K

% of Portfolio:0.0% ($25.1K/$5.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
PayPal Holdings, Inc.(PYPLcusip70450Y103)	2.8K	QoQ 0.00% (-0) YoY -14.50% (-475)	All Managers (Combined)	$182.6K	0.0% ($182.6K/$5.5B)	QoQ -23.58% (-$56.4K) YoY -16.72% (-$36.7K)
Palo Alto Networks Inc(PANWcusip697435105)	960	QoQ 0.00% (-0) YoY NEW(+960)	All Managers (Combined)	$163.8K	0.0% ($163.8K/$5.5B)	QoQ -6.27% (-$11.0K) YoY NEW(+$163.8K)
LINDE PLC(LINcusipG54950103)	335	QoQ 0.00% (+0) YoY NEW(+335)	All Managers (Combined)	$156.0K	0.0% ($156.0K/$5.5B)	QoQ +11.23% (+$15.8K) YoY NEW(+$156.0K)
COCA COLA CO(KOcusip191216100)	2.2K	QoQ 0.00% (+0) YoY NEW(+2.2K)	All Managers (Combined)	$154.9K	0.0% ($154.9K/$5.5B)	QoQ +14.99% (+$20.2K) YoY NEW(+$154.9K)
DEERE & CO(DEcusip244199105)	325	QoQ 0.00% (+0) YoY -64.86% (-600)	All Managers (Combined)	$152.6K	0.0% ($152.6K/$5.5B)	QoQ +10.81% (+$14.9K) YoY -59.80% (-$227.1K)
MSCI Inc.(MSCIcusip55354G100)	245	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$138.6K	0.0% ($138.6K/$5.5B)	QoQ -5.75% (-$8.5K) YoY +0.98% (+$1.3K)
DOLLAR GENERAL CORP(DGcusip256677105)	1.6K	QoQ -53.73% (-1.8K) YoY -53.73% (-1.8K)	All Managers (Combined)	$136.3K	0.0% ($136.3K/$5.5B)	QoQ -46.31% (-$117.6K) YoY -73.95% (-$387.1K)
STRYKER CORP(SYKcusip863667101)	350	QoQ 0.00% (+0) YoY NEW(+350)	All Managers (Combined)	$130.3K	0.0% ($130.3K/$5.5B)	QoQ +3.40% (+$4.3K) YoY NEW(+$130.3K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	1.6K	QoQ 0.00% (-0) YoY -18.98% (-375)	All Managers (Combined)	$101.4K	0.0% ($101.4K/$5.5B)	QoQ -7.18% (-$7.9K) YoY -11.64% (-$13.4K)
VISA INC.(Vcusip92826C839)	250	QoQ -24.24% (-80) YoY -51.92% (-270)	All Managers (Combined)	$87.6K	0.0% ($87.6K/$5.5B)	QoQ -16.08% (-$16.8K) YoY -39.58% (-$57.4K)
Otis Worldwide Corp(OTIScusip68902V107)	800	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$82.6K	0.0% ($82.6K/$5.5B)	QoQ +11.43% (+$8.5K) YoY +3.95% (+$3.1K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	280	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$68.7K	0.0% ($68.7K/$5.5B)	QoQ +2.33% (+$1.6K) YoY +22.46% (+$12.6K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	650	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$66.8K	0.0% ($66.8K/$5.5B)	QoQ -14.94% (-$11.7K) YoY -43.07% (-$50.5K)
HOME DEPOT, INC.(HDcusip437076102)	175	QoQ -36.36% (-100) YoY NEW(+175)	All Managers (Combined)	$64.1K	0.0% ($64.1K/$5.5B)	QoQ -40.08% (-$42.9K) YoY NEW(+$64.1K)
Chubb Ltd(CBcusipH1467J104)	108	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$32.6K	0.0% ($32.6K/$5.5B)	QoQ +9.29% (+$2.8K) YoY +16.54% (+$4.6K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	690	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$31.3K	0.0% ($31.3K/$5.5B)	QoQ +13.34% (+$3.7K) YoY +8.12% (+$2.4K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	350	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$25.1K	0.0% ($25.1K/$5.5B)	QoQ +2.20% (+$543) YoY +23.86% (+$4.8K)