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CIK: 0000310436
Total reported value
$29.6M
$29.6M
33 檔
87.8%
During the Q1 2025 filing period, Meketa Investment Group Inc /adv (CIK: 0000310436) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $29.6M across 33 reported positions.
During Q1 2025, 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 | APO | Apollo Global Management Inc | Stock-Financials | 7.28% | +0.57% | +110.85% | |
| 2 | CG | Carlyle Group Inc/the | Stock-Financials | 7.27% | -0.17% | +161.59% | |
| 3 | BX | Blackstone Inc | Stock-Financials | 7.02% | -0.41% | +129.55% | |
| 4 | ARES | Ares Management CORP - A | Stock-Financials | 6.71% | +0.19% | +133.06% | |
| 5 | KKR | Kkr & Co Inc | Stock-Financials | 6.69% | +0.05% | +139.33% | |
| 6 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 5.87% | -0.23% | +105.70% | |
| 7 | HLNE | Hamilton Lane Inc-class A | Stock-Financials | 4.56% | +0.07% | +154.16% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.16% | — | +95.91% | |
| 9 | STEP | Stepstone Group Inc-class A | Stock-Other | 3.76% | +0.04% | +123.73% | |
| 10 | OWL | Blue Owl Capital Inc | Stock-Financials | 3.73% | -0.22% | +96.81% | |
| 11 | TPG | Tpg Inc | Stock-Financials | 3.32% | +0.41% | +127.32% | |
| 12 | AMT | American Tower CORP | Stock-Real Estate | 3.05% | -0.27% | +120.36% | |
| 13 | BN | Brookfield CORP | Stock-Financials | 3.00% | +0.07% | +122.84% | |
| 14 | CCI | Crown Castle Inc | Stock-Real Estate | 2.86% | -0.21% | +127.50% | |
| 15 | NEE | Nextera Energy Inc | Stock-Utilities | 2.56% | +0.46% | +113.99% | |
| 16 | ATO | Atmos Energy CORP | Stock-Utilities | 2.46% | +0.05% | +65.69% | |
| 17 | UNP | Union Pacific CORP | Stock-Industrials | 2.44% | +0.04% | +93.50% | |
| 18 | D | Dominion Energy Inc | Stock-Utilities | 2.37% | -0.06% | +84.88% | |
| 19 | AWK | American Water Works Co Inc | Stock-Utilities | 2.37% | -0.13% | +112.47% | |
| 20 | SBAC | Sba Communications CORP | Stock-Real Estate | 2.26% | +0.10% | +98.31% | |
| 21 | SO | Southern Co/the | Stock-Utilities | 2.17% | -0.20% | +87.83% | |
| 22 | SRE | Sempra | Stock-Utilities | 1.95% | +0.04% | +84.60% | |
| 23 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 1.80% | — | +95.56% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.25% | — | -35.94% | |
| 25 | WMB | Williams Cos Inc | Stock-Energy | 1.24% | -0.05% | +55.68% | |
| 26 | LNG | Cheniere Energy Inc | Stock-Energy | 1.19% | -0.30% | +66.80% | |
| 27 | CSX | Csx CORP | Stock-Industrials | 1.18% | +0.12% | +116.00% | |
| 28 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.12% | — | -17.17% | |
| 29 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.07% | — | +60.08% | |
| 30 | OKE | Oneok Inc | Stock-Energy | 1.05% | +0.07% | +76.95% | |
| 31 | GNR | State Street Spdr S&p Global | ETF-Other | 0.93% | — | +94.91% | |
| 32 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.90% | -0.02% | +83.98% | |
| 33 | IGF | Ishares Global Infrastructur | ETF-Other | 0.40% | -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 Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including APO, CG, BX) accounted for 87.8% of total reported equity market value during Q1 2025.
During Q1 2025, Meketa Investment Group Inc /adv's top holdings by market value included APO (7.3%)、CG (7.3%)、BX (7.0%). The largest single position, APO, represented 7.3% of total portfolio value.
In Q1 2025, 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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