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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
+6.19%
1 Year Est. Return
+21%
3 Year Est. Return
+53.43%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$973M
AUM Growth
+$70.6M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
6
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

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
$337M 34.6%
505,500
– –
EFA icon
2
iShares MSCI EAFE ETF
EFA
$79.6B
$228M 23.41%
2,440,932
– –
IEMG icon
3
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
$144M 14.8%
2,185,000
– –
GNR icon
4
State Street SPDR S&P Global Natural Resources ETF
GNR
$5.07B
$95.1M 9.77%
1,606,000
– –
ACWI icon
5
iShares MSCI ACWI ETF
ACWI
$33.2B
$11.8M 1.21%
85,000
– –

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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 Q3 2025 Portfolio in Review

As of Q3 2025, Hackensack Meridian Health held 6 positions worth $973M, up 7.8% from $903M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 0%. Hackensack Meridian Health opened no new positions and made no exits, leaving the 6-position portfolio largely intact.

  • Hackensack Meridian Health's ten largest holdings make up 100% of its $973M portfolio in Q3 2025.
  • Hackensack Meridian Health opened 0 new positions and closed 0 in Q3 2025.
  • Hackensack Meridian Health's portfolio value rose 7.8% quarter-over-quarter to $973M.

Based on Hackensack Meridian Health's 13F filing for Q3 2025, filed 13 Nov 2025.