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HMH

Hackensack Meridian Health Portfolio holdings

AUM $1.48B
1-Year Est. Return 21%
This Fund
S&P 500
This Quarter Est. Return
+10.53%
1 Year Est. Return
+21%
3 Year Est. Return
+53.43%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.48B
AUM Growth
+$421M
Cap. Flow
+$309M
Cap. Flow %
20.88%
Top 10 Hldgs %
100%
Holding
7
New
–
Increased
6
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$128M
2
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$96.6M
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$45.4M
4
GNR icon
State Street SPDR S&P Global Natural Resources ETF
GNR
+$19.7M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$10.4M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$812B
$528M 35.67%
707,500
+176,000
+33% +$128M
EFA icon
2
iShares MSCI EAFE ETF
EFA
$79.6B
$293M 19.81%
2,823,932
+441,000
+19% +$45.4M
IEMG icon
3
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
$186M 12.56%
2,246,000
+131,000
+6% +$10.4M
IWF icon
4
iShares Russell 1000 Growth ETF
IWF
$126B
$163M 11.01%
1,313,600
– –
EFV icon
5
iShares MSCI EAFE Value ETF
EFV
$31.1B
$161M 10.86%
2,101,000
+1,248,000
+146% +$96.6M
GNR icon
6
State Street SPDR S&P Global Natural Resources ETF
GNR
$5.07B
$126M 8.52%
1,875,000
+269,000
+17% +$19.7M
ACWI icon
7
iShares MSCI ACWI ETF
ACWI
$33.2B
$23.2M 1.57%
148,000
+63,000
+74% +$9.62M

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Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
SI
Symmetry Investments St Helier, Jersey $1.48B AUM 20.29% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Hackensack Meridian Health's Q2 2026 Portfolio in Review

As of Q2 2026, Hackensack Meridian Health held 7 positions worth $1.48B, up 40% from $1.06B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Hackensack Meridian Health deployed $309M of net new capital in Q2 2026, adding to 6 existing holdings.

  • Hackensack Meridian Health added most to State Street SPDR S&P 500 ETF Trust in Q2 2026, an estimated $128M increase.
  • Hackensack Meridian Health's ten largest holdings make up 100% of its $1.48B portfolio in Q2 2026.
  • Hackensack Meridian Health opened 0 new positions and closed 0 in Q2 2026.
  • Hackensack Meridian Health's portfolio value rose 40% quarter-over-quarter to $1.48B.

Based on Hackensack Meridian Health's 13F filing for Q2 2026, filed 5 Aug 2026.