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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
+2.63%
1 Year Est. Return
+21%
3 Year Est. Return
+53.43%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.1B
AUM Growth
+$124M
Cap. Flow
+$99.5M
Cap. Flow %
9.07%
Top 10 Hldgs %
100%
Holding
8
New
2
Increased
1
Reduced
–
Closed
1

Top Buys

Rank Stock Value
1
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$160M
2
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$62.2M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$35.5M

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
$802B
$381M 34.69%
558,000
+52,500
+10% +$35.5M
EFA icon
2
iShares MSCI EAFE ETF
EFA
$77.5B
$234M 21.37%
2,440,932
– –
IWF icon
3
iShares Russell 1000 Growth ETF
IWF
$125B
$160M 14.54%
+1,348,000
New +$160M
IEMG icon
4
iShares Core MSCI Emerging Markets ETF
IEMG
$161B
$147M 13.39%
2,185,000
– –
GNR icon
5
State Street SPDR S&P Global Natural Resources ETF
GNR
$5.17B
$99.8M 9.1%
1,606,000
– –
EFV icon
6
iShares MSCI EAFE Value ETF
EFV
$31.4B
$63.9M 5.83%
+895,000
New +$62.2M
ACWI icon
7
iShares MSCI ACWI ETF
ACWI
$32.9B
$12M 1.1%
85,000
– –

Similar funds

AE
American Express New York $1.48B AUM 49.05% 1-Year Est. Return
TCA
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 Q4 2025 Portfolio in Review

As of Q4 2025, Hackensack Meridian Health held 8 positions worth $1.1B, up 13% from $973M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Hackensack Meridian Health deployed $99.5M of net new capital in Q4 2025, opening 2 new positions and adding to 1 existing holding. Its largest new stake was iShares Russell 1000 Growth ETF: 1,348,000 shares worth $160M.

  • Hackensack Meridian Health's largest Q4 2025 buy was iShares Russell 1000 Growth ETF: 1,348,000 shares worth $160M.
  • Hackensack Meridian Health added most to State Street SPDR S&P 500 ETF Trust in Q4 2025, an estimated $35.5M increase.
  • Hackensack Meridian Health's ten largest holdings make up 100% of its $1.1B portfolio in Q4 2025.
  • Hackensack Meridian Health opened 2 new positions and closed 1 in Q4 2025.
  • Hackensack Meridian Health's portfolio value rose 13% quarter-over-quarter to $1.1B.

Based on Hackensack Meridian Health's 13F filing for Q4 2025, filed 10 Feb 2026.