Long-term investor

Meridian Financial Partners LLC @meridianfinancialpartner

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001763722).

Record

  • Tracked since 2025-06-30 (478 days), 68 trades recorded
  • Returns: week n/a · month n/a · 90 days -2.4% · 6 months +10.3% · 1 year +15.7% · all +15.7%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 922908363 · 10.4% · long · since 2025-06-30
  • 46641Q118 · 9.1% · long · since 2025-06-30
  • 46434V621 · 8.4% · long · since 2025-06-30
  • 46435G409 · 5.3% · long · since 2025-06-30
  • 464289438 · 4.3% · long · since 2025-06-30
  • 52110K400 · 3.8% · long · since 2026-03-31
  • AAPL · 3.5% · long · since 2025-06-30
  • 464287200 · 3.0% · long · since 2025-06-30
  • AMD · 2.0% · long · since 2025-06-30
  • 928031103 · 2.0% · long · since 2025-06-30
  • GOOGL · 1.9% · long · since 2025-06-30
  • MSFT · 1.9% · long · since 2025-06-30

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