Hackensack Meridian Health, Inc.

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, Hackensack Meridian Health, Inc. maintained a portfolio of 8 distinct positions. The most significant new addition to the portfolio was ISHARES TR, which now represents 14.54% of the total fund value. They heavily accumulated shares in SPDR S&P 500 ETF TR, increasing their position by 10.4%. Conversely, Hackensack Meridian Health, Inc. completely exited their position in ISHARES TR.
PCA Score Concentration Risk
Risk ENB
Total Positions
8
Quarter
2025 Q4
Top Holding
SPY (34.7%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-8 of 8
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SPY
SPDR S&P 500 ET...
 ETF 34.69% 34.60% #1
Prev: #1
8.0 52,500 10.4%
P
S
558,000 $380,511,360
$442.85 +54.9%
$680.06 +0.9%
2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EFA
ISHARES TR
 ETF 21.37% 23.41% #2
Prev: #2
6.5 no change no change
P
S
2,440,932 $234,402,700
$73.65 +33.3%
$96.03 +2.2%
2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IWF
ISHARES TR
 ETF 14.54% — #3
Prev: #—
8.5 337,000 no change
NEW
 337,000 $159,502,100
$472.88 -0.3%
$472.88 -0.3%
2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IEMG
ISHARES TR
 ETF 13.39% 14.80% #4
Prev: #4
5.5 no change no change
P
S
2,185,000 $146,875,700 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GNR
SPDR INDEX SHS ...
 ETF 9.10% 9.77% #5
Prev: #5
5.1 no change no change
P
S
1,606,000 $99,796,840 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EFV
ISHARES TR
 ETF 5.83% — #6
Prev: #—
5.8 895,000 no change
NEW
 895,000 $63,911,950 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ACWI
ISHARES TR
 ETF 1.10% 1.21% #7 1
Prev: #6
1.4 no change no change
P
S
85,000 $12,026,650 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
ISHARES TR
—
ETF 0.00% 16.22%
Sold All 😨
(Was: #3)
 0.0 -337,000 -100.0%
CLOSED
 — $— — 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-8 of 8 holdings

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