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CIK: 0000310436
Total reported value
$29.6M
$29.6M
28 檔
28.6%
In Q2 2025, Meketa Investment Group Inc /adv's U.S. equity holdings reached a combined market value of $29.6M, distributed across 28 disclosed stock positions.
During Q2 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 | AMT | American Tower CORP | Stock-Real Estate | 5.42% | -0.27% | -22.06% | |
| 2 | UNP | Union Pacific CORP | Stock-Industrials | 5.16% | +0.04% | -3.25% | |
| 3 | CCI | Crown Castle Inc | Stock-Real Estate | 5.09% | -0.21% | -19.77% | |
| 4 | NEE | Nextera Energy Inc | Stock-Utilities | 4.98% | +0.46% | -11.50% | |
| 5 | CG | Carlyle Group Inc/the | Stock-Financials | 4.96% | -0.17% | -74.27% | |
| 6 | KKR | Kkr & Co Inc | Stock-Financials | 4.90% | +0.05% | -71.68% | |
| 7 | D | Dominion Energy Inc | Stock-Utilities | 4.77% | -0.06% | -11.49% | |
| 8 | BX | Blackstone Inc | Stock-Financials | 4.76% | -0.41% | -71.87% | |
| 9 | ARES | Ares Management CORP - A | Stock-Financials | 4.75% | +0.19% | -73.36% | |
| 10 | ATO | Atmos Energy CORP | Stock-Utilities | 4.66% | +0.05% | -15.36% | |
| 11 | APO | Apollo Global Management Inc | Stock-Financials | 4.60% | +0.57% | -72.90% | |
| 12 | SRE | Sempra | Stock-Utilities | 4.51% | +0.04% | -3.21% | |
| 13 | SBAC | Sba Communications CORP | Stock-Real Estate | 4.35% | +0.10% | -19.77% | |
| 14 | SO | Southern Co/the | Stock-Utilities | 4.18% | -0.20% | -14.22% | |
| 15 | AWK | American Water Works Co Inc | Stock-Utilities | 4.08% | -0.13% | -18.95% | |
| 16 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 3.45% | -0.23% | -77.09% | |
| 17 | CSX | Csx CORP | Stock-Industrials | 2.62% | +0.12% | -10.70% | |
| 18 | WMB | Williams Cos Inc | Stock-Energy | 2.43% | -0.05% | -17.10% | |
| 19 | TPG | Tpg Inc | Stock-Financials | 2.43% | +0.41% | -70.60% | |
| 20 | OWL | Blue Owl Capital Inc | Stock-Financials | 2.40% | -0.22% | -70.09% | |
| 21 | LNG | Cheniere Energy Inc | Stock-Energy | 2.30% | -0.30% | -18.50% | |
| 22 | STEP | Stepstone Group Inc-class A | Stock-Other | 2.27% | +0.04% | -74.77% | |
| 23 | HLNE | Hamilton Lane Inc-class A | Stock-Financials | 2.22% | +0.07% | -77.33% | |
| 24 | OKE | Oneok Inc | Stock-Energy | 2.07% | +0.07% | +5.98% | |
| 25 | KMI | Kinder Morgan, Inc. | Stock-Energy | 2.05% | — | -17.74% | |
| 26 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.92% | -0.02% | -12.42% | |
| 27 | BN | Brookfield CORP | Stock-Financials | 1.89% | +0.07% | -76.29% | |
| 28 | IGF | Ishares Global Infrastructur | ETF-Other | 0.77% | -0.03% | -20.99% |
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 28 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AMT, UNP, CCI) accounted for 28.6% of total reported equity market value during Q2 2025.
During Q2 2025, Meketa Investment Group Inc /adv's top holdings by market value included AMT (5.4%)、UNP (5.2%)、CCI (5.1%). The largest single position, AMT, represented 5.4% of total portfolio value.
In Q2 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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