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CIK: 0000310436
Total reported value
$29.6M
$29.6M
33 檔
49.1%
At the close of Q4 2024, Meketa Investment Group Inc /adv disclosed equity holdings valued at approximately $29.6M, spread across 33 reported holdings.
During Q4 2024, Meketa Investment Group Inc /adv's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.26% | — | — | |
| 2 | APO | Apollo Global Management Inc | Stock-Financials | 6.93% | +0.57% | — | |
| 3 | BX | Blackstone Inc | Stock-Financials | 6.28% | -0.41% | — | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.17% | — | — | |
| 5 | KKR | Kkr & Co Inc | Stock-Financials | 5.95% | +0.05% | — | |
| 6 | ARES | Ares Management CORP - A | Stock-Financials | 5.78% | +0.19% | — | |
| 7 | CG | Carlyle Group Inc/the | Stock-Financials | 5.36% | -0.17% | — | |
| 8 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 5.31% | -0.23% | — | |
| 9 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 4.83% | — | — | |
| 10 | OWL | Blue Owl Capital Inc | Stock-Financials | 3.66% | -0.22% | — | |
| 11 | TPG | Tpg Inc | Stock-Financials | 3.22% | +0.41% | — | |
| 12 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 3.19% | — | — | |
| 13 | STEP | Stepstone Group Inc-class A | Stock-Other | 3.10% | +0.04% | — | |
| 14 | HLNE | Hamilton Lane Inc-class A | Stock-Financials | 2.97% | +0.07% | — | |
| 15 | BN | Brookfield CORP | Stock-Financials | 2.45% | +0.07% | — | |
| 16 | ATO | Atmos Energy CORP | Stock-Utilities | 2.22% | +0.05% | — | |
| 17 | SRE | Sempra | Stock-Utilities | 2.16% | +0.04% | — | |
| 18 | D | Dominion Energy Inc | Stock-Utilities | 2.05% | -0.06% | — | |
| 19 | UNP | Union Pacific CORP | Stock-Industrials | 2.02% | +0.04% | — | |
| 20 | NEE | Nextera Energy Inc | Stock-Utilities | 2.01% | +0.46% | — | |
| 21 | AMT | American Tower CORP | Stock-Real Estate | 1.94% | -0.27% | — | |
| 22 | CCI | Crown Castle Inc | Stock-Real Estate | 1.82% | -0.21% | — | |
| 23 | SBAC | Sba Communications CORP | Stock-Real Estate | 1.75% | +0.10% | — | |
| 24 | SO | Southern Co/the | Stock-Utilities | 1.72% | -0.20% | — | |
| 25 | AWK | American Water Works Co Inc | Stock-Utilities | 1.57% | -0.13% | — | |
| 26 | GNR | State Street Spdr S&p Global | ETF-Other | 1.45% | — | — | |
| 27 | WMB | Williams Cos Inc | Stock-Energy | 1.20% | -0.05% | — | |
| 28 | LNG | Cheniere Energy Inc | Stock-Energy | 1.11% | -0.30% | — | |
| 29 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.07% | — | — | |
| 30 | OKE | Oneok Inc | Stock-Energy | 1.00% | +0.07% | — | |
| 31 | CSX | Csx CORP | Stock-Industrials | 0.99% | +0.12% | — | |
| 32 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.81% | -0.02% | — | |
| 33 | IGF | Ishares Global Infrastructur | ETF-Other | 0.64% | -0.03% | — |
According to official SEC Form 13F filings, Meketa Investment Group Inc /adv reported a total U.S. public equity portfolio value of $29.6M across 33 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, APO, BX) accounted for 49.1% of total reported equity market value during Q4 2024.
During Q4 2024, Meketa Investment Group Inc /adv's top holdings by market value included SPY (7.3%)、APO (6.9%)、BX (6.3%). The largest single position, SPY, represented 7.3% of total portfolio value.
In Q4 2024, Meketa Investment Group Inc /adv made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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