Hackensack Meridian Health, Inc. — AI-Powered 13F Analysis

CIK: 0001851813

Quality / disciplined sizingConcentrated strategyLong-term holder

Total reported value

$1.1B

Reporting period: 2026-03-31 · Number of holdings: 7

Hackensack Meridian Health, Inc. disclosed 7 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.1B and a quarterly turnover rate of 7.3%.

Browse other institutions with $1B to $10B AUM Browse other institutions starting with "H"

Personality snowflake

Concentration: 82.97
Portfolio Stability: 7.31
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 14
Sizing Uniformity: 92.74

Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

Add GNR
0.0%　$20.1M
Trim SPY
-4.7%　-$34.9M
Trim IWF
-2.6%　-$19.5M
Add IEMG
-3.2%　$645.6K
Add EFA
-2.4%　-$2.9M
Add EFV
-4.7%　-$491.4K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	32.62%	-2.07%	-4.75%
2	EFA	Ishares Msci Eafe ETF	ETF-Other	21.84%	+0.47%	-2.38%
3	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	13.92%	+0.53%	-3.20%
4	IWF	Ishares Russell 1000 Growth	ETF-Other	13.21%	-1.33%	-2.55%
5	GNR	State Street Spdr S&p Global	ETF-Other	11.32%	+2.22%	—
6	EFV	Ishares Msci Eafe Value ETF	ETF-Other	5.98%	+0.15%	-4.69%
7	ACWI	Ishares Msci Acwi ETF	ETF-Other	1.11%	+0.01%	—

Portfolio Performance

Performance for Q3 2026

+2.3%

Performance Last 4 Quarters

+21.9%

Based on 67% of reported portfolio value with available pricing

Stdev: +13.3%
Beta: +0.97
Alpha: +0.3%
Max Drawdown: -6.2%
Annualized Perf: +22.5%
Batting Avg vs S&P: +46.9%
Sortino: +3.33
Stutzer: +0.47
Treynor: +0.22
Sterling: +1.43
Calmar: +3.62
Information Ratio: -0.14
Tracking Error: +3.1%
Stdev Down: +6.4%
Winning Months %: +68.8%
Losing Months %: +31.3%
Best 12 Months: +35.7%
Worst 12 Months: +16.7%
Efficiency Ratio: +0.65
Sharpe: +1.6
Stdev Sectors: —
Skewness: -0.09
Kurtosis: -0.26
Upside Potential: +4.91

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	7	$1.1B	7	1SPY 2EFA 3IEMG Top holdings2026-03-31 1.SPY 2.EFA 3.IEMG 4.IWF 5.GNR 6.EFV 7.ACWI
2025-12-31	7	$1.1B	42	1SPY 2EFA 3IWF Top holdings2025-12-31 1.SPY 2.EFA 3.IWF 4.IEMG 5.GNR 6.EFV 7.ACWI
2025-09-30	6	$973.4M	23	1SPY 2EFA3464278 Top holdings2025-09-30 1.SPY 2.EFA 3.464278 4.IEMG 5.GNR 6.ACWI
2025-06-30	6	$902.8M	0	1SPY 2EFA3464278 Top holdings2025-06-30 1.SPY 2.EFA 3.464278 4.IEMG 5.GNR 6.ACWI
2025-03-31	6	$878.9M	0	1SPY 2EFA 3IEMG Top holdings2025-03-31 1.SPY 2.EFA 3.IEMG 4.464278 5.GNR 6.ACWI
2024-12-31	6	$841.9M	0	1SPY 2EFA3464278 Top holdings2024-12-31 1.SPY 2.EFA 3.464278 4.ACWI 5.GNR 6.IEMG
2024-09-30	6	$973.9M	0	1SPY24642783EFA Top holdings2024-09-30 1.SPY 2.464278 3.EFA 4.ACWI 5.GNR 6.IEMG
2024-06-30	6	$750.2M	0	1SPY 2ACWI 3IWD Top holdings2024-06-30 1.SPY 2.ACWI 3.IWD 4.GNR 5.EFA 6.IEMG
2024-03-31	6	$743.9M	0	1SPY 2ACWI 3IWD Top holdings2024-03-31 1.SPY 2.ACWI 3.IWD 4.GNR 5.EFA 6.IEMG
2023-12-31	4	$498.0M	0	1SPY 2IWD 3GNR Top holdings2023-12-31 1.SPY 2.IWD 3.GNR 4.HEFA
2023-09-30	6	$673.7M	0	1SPY 2IWD 3VBR Top holdings2023-09-30 1.SPY 2.IWD 3.VBR 4.GNR 5.IEMG 6.HEFA
2023-06-30	6	$728.6M	0	1SPY 2VBR 3IWD Top holdings2023-06-30 1.SPY 2.VBR 3.IWD 4.GNR 5.IEMG 6.HEFA
2023-03-31	7	$691.5M	0	1SPY 2VBR 3GNR Top holdings2023-03-31 1.SPY 2.VBR 3.GNR 4.EEMV 5.IBB 6.EFA 7.HYG
2022-12-31	7	$711.3M	0	1SPY 2VBR 3GNR Top holdings2022-12-31 1.SPY 2.VBR 3.GNR 4.EEMV 5.EFA 6.IBB 7.HYG
2022-09-30	12	$732.0M	0	1SPY 2VBR 3ACWI Top holdings2022-09-30 1.SPY 2.VBR 3.ACWI 4.GNR 5.EFA 6.LQD 7.IBB 8.HYG 9.IVV 10.BLV
2022-06-30	13	$899.1M	0	1SPY 2VBR 3ACWI Top holdings2022-06-30 1.SPY 2.VBR 3.ACWI 4.EEM 5.GNR 6.EFA 7.HYG 8.LQD 9.IBB 10.BLV
2022-03-31	9	$958.5M	0	1VBR 2SPY 3EEM Top holdings2022-03-31 1.VBR 2.SPY 3.EEM 4.GNR 5.ACWI 6.EFA 7.HYG 8.IBB 9.LQD
2021-12-31	7	$1.0B	0	1VBR 2SPY 3EFA Top holdings2021-12-31 1.VBR 2.SPY 3.EFA 4.EEM 5.GNR 6.HYG 7.LQD

Holding changes this quarter

Hackensack Meridian Health, Inc.'s most significant position changes for 2026-03-31: Trim: Ss Spdr S&p 500 ETF Trust-us (SPY) — shares -4.75%; Trim: Ishares Russell 1000 Growth (IWF) — shares -2.55%; Trim: Ishares Core Msci Emerging (IEMG) — shares -3.20%; Trim: Ishares Msci Eafe ETF (EFA) — shares -2.38%; Trim: Ishares Msci Eafe Value ETF (EFV) — shares -4.69%.

Position changes disclosed by Hackensack Meridian Health, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	GNR	State Street Spdr S&p Global	+2.2%	—	Unchanged
2	IEMG	Ishares Core Msci Emerging	+0.5%	-3.20%	Trim
3	EFA	Ishares Msci Eafe ETF	+0.5%	-2.38%	Trim
4	EFV	Ishares Msci Eafe Value ETF	+0.2%	-4.69%	Trim
5	ACWI	Ishares Msci Acwi ETF	0%	—	Unchanged
6	IWF	Ishares Russell 1000 Growth	-1.3%	-2.55%	Trim
7	SPY	Ss Spdr S&p 500 ETF Trust-us	-2.1%	-4.75%	Trim

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-14	13F-HR	View on EDGAR
2025-12-31	2026-02-10	13F-HR	View on EDGAR
2025-09-30	2025-11-13	13F-HR	View on EDGAR
2025-06-30	2025-08-14	13F-HR	View on EDGAR
2025-03-31	2025-05-12	13F-HR	View on EDGAR
2024-12-31	2025-02-10	13F-HR	View on EDGAR
2024-09-30	2024-11-12	13F-HR	View on EDGAR
2024-06-30	2024-08-15	13F-HR	View on EDGAR
2024-03-31	2024-05-15	13F-HR	View on EDGAR
2023-12-31	2024-02-08	13F-HR	View on EDGAR
2023-09-30	2023-11-13	13F-HR	View on EDGAR
2023-06-30	2023-08-14	13F-HR	View on EDGAR
2023-03-31	2023-05-15	13F-HR	View on EDGAR
2022-12-31	2023-02-07	13F-HR	View on EDGAR
2022-09-30	2022-11-10	13F-HR	View on EDGAR
2022-06-30	2022-08-15	13F-HR	View on EDGAR
2022-03-31	2022-05-16	13F-HR	View on EDGAR
2021-12-31	2022-02-11	13F-HR	View on EDGAR

FAQ

What is Hackensack Meridian Health, Inc. and what type of investor is it?

Hackensack Meridian Health, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.1B, spread across 7 disclosed positions.

What are Hackensack Meridian Health, Inc.'s largest equity positions?

Based on the latest 13F filing, Hackensack Meridian Health, Inc.'s top holdings by market value are: 1. Ss Spdr S&p 500 ETF Trust-us (SPY) — $345.7M (32.6%) 2. Ishares Msci Eafe ETF (EFA) — $231.5M (21.8%) 3. Ishares Core Msci Emerging (IEMG) — $147.5M (13.9%) 4. Ishares Russell 1000 Growth (IWF) — $140.0M (13.2%) 5. State Street Spdr S&p Global (GNR) — $119.9M (11.3%)

What changes did Hackensack Meridian Health, Inc. make in its most recent portfolio filing?

In the latest quarter, Hackensack Meridian Health, Inc. took a more defensive posture — trimming 5 positions and completely exiting 0 holdings. The largest of these moves: Trim: Ss Spdr S&p 500 ETF Trust-us (SPY) — shares -4.75%; Trim: Ishares Russell 1000 Growth (IWF) — shares -2.55%; Trim: Ishares Core Msci Emerging (IEMG) — shares -3.20%; Trim: Ishares Msci Eafe ETF (EFA) — shares -2.38%; Trim: Ishares Msci Eafe Value ETF (EFV) — shares -4.69%

What sectors does Hackensack Meridian Health, Inc. focus on?

Sector breakdown data is not yet available for Hackensack Meridian Health, Inc.. Check back after the next 13F processing cycle.

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Portfolio Stability66.0

Sector conviction0.0

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KHP Capital, LLC

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Total reported value

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Minot Capital, LP

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View detail

Hackensack Meridian Health, Inc. — AI-Powered 13F Analysis

CIK: 0001851813

Quality / disciplined sizingConcentrated strategyLong-term holder

Total reported value

$1.1B

Reporting period: 2026-03-31 · Number of holdings: 7

Hackensack Meridian Health, Inc. disclosed 7 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.1B and a quarterly turnover rate of 7.3%.

Browse other institutions with $1B to $10B AUM Browse other institutions starting with "H"

Personality snowflake

Concentration: 82.97
Portfolio Stability: 7.31
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 14
Sizing Uniformity: 92.74

Recent moves

Add GNR
0.0%　$20.1M
Trim SPY
-4.7%　-$34.9M
Trim IWF
-2.6%　-$19.5M
Add IEMG
-3.2%　$645.6K
Add EFA
-2.4%　-$2.9M
Add EFV
-4.7%　-$491.4K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	32.62%	-2.07%	-4.75%
2	EFA	Ishares Msci Eafe ETF	ETF-Other	21.84%	+0.47%	-2.38%
3	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	13.92%	+0.53%	-3.20%
4	IWF	Ishares Russell 1000 Growth	ETF-Other	13.21%	-1.33%	-2.55%
5	GNR	State Street Spdr S&p Global	ETF-Other	11.32%	+2.22%	—
6	EFV	Ishares Msci Eafe Value ETF	ETF-Other	5.98%	+0.15%	-4.69%
7	ACWI	Ishares Msci Acwi ETF	ETF-Other	1.11%	+0.01%	—

Portfolio Performance

Performance for Q3 2026

+2.3%

Performance Last 4 Quarters

+21.9%

Based on 67% of reported portfolio value with available pricing

Stdev: +13.3%
Beta: +0.97
Alpha: +0.3%
Max Drawdown: -6.2%
Annualized Perf: +22.5%
Batting Avg vs S&P: +46.9%
Sortino: +3.33
Stutzer: +0.47
Treynor: +0.22
Sterling: +1.43
Calmar: +3.62
Information Ratio: -0.14
Tracking Error: +3.1%
Stdev Down: +6.4%
Winning Months %: +68.8%
Losing Months %: +31.3%
Best 12 Months: +35.7%
Worst 12 Months: +16.7%
Efficiency Ratio: +0.65
Sharpe: +1.6
Stdev Sectors: —
Skewness: -0.09
Kurtosis: -0.26
Upside Potential: +4.91

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	7	$1.1B	7	1SPY 2EFA 3IEMG Top holdings2026-03-31 1.SPY 2.EFA 3.IEMG 4.IWF 5.GNR 6.EFV 7.ACWI
2025-12-31	7	$1.1B	42	1SPY 2EFA 3IWF Top holdings2025-12-31 1.SPY 2.EFA 3.IWF 4.IEMG 5.GNR 6.EFV 7.ACWI
2025-09-30	6	$973.4M	23	1SPY 2EFA3464278 Top holdings2025-09-30 1.SPY 2.EFA 3.464278 4.IEMG 5.GNR 6.ACWI
2025-06-30	6	$902.8M	0	1SPY 2EFA3464278 Top holdings2025-06-30 1.SPY 2.EFA 3.464278 4.IEMG 5.GNR 6.ACWI
2025-03-31	6	$878.9M	0	1SPY 2EFA 3IEMG Top holdings2025-03-31 1.SPY 2.EFA 3.IEMG 4.464278 5.GNR 6.ACWI
2024-12-31	6	$841.9M	0	1SPY 2EFA3464278 Top holdings2024-12-31 1.SPY 2.EFA 3.464278 4.ACWI 5.GNR 6.IEMG
2024-09-30	6	$973.9M	0	1SPY24642783EFA Top holdings2024-09-30 1.SPY 2.464278 3.EFA 4.ACWI 5.GNR 6.IEMG
2024-06-30	6	$750.2M	0	1SPY 2ACWI 3IWD Top holdings2024-06-30 1.SPY 2.ACWI 3.IWD 4.GNR 5.EFA 6.IEMG
2024-03-31	6	$743.9M	0	1SPY 2ACWI 3IWD Top holdings2024-03-31 1.SPY 2.ACWI 3.IWD 4.GNR 5.EFA 6.IEMG
2023-12-31	4	$498.0M	0	1SPY 2IWD 3GNR Top holdings2023-12-31 1.SPY 2.IWD 3.GNR 4.HEFA
2023-09-30	6	$673.7M	0	1SPY 2IWD 3VBR Top holdings2023-09-30 1.SPY 2.IWD 3.VBR 4.GNR 5.IEMG 6.HEFA
2023-06-30	6	$728.6M	0	1SPY 2VBR 3IWD Top holdings2023-06-30 1.SPY 2.VBR 3.IWD 4.GNR 5.IEMG 6.HEFA
2023-03-31	7	$691.5M	0	1SPY 2VBR 3GNR Top holdings2023-03-31 1.SPY 2.VBR 3.GNR 4.EEMV 5.IBB 6.EFA 7.HYG
2022-12-31	7	$711.3M	0	1SPY 2VBR 3GNR Top holdings2022-12-31 1.SPY 2.VBR 3.GNR 4.EEMV 5.EFA 6.IBB 7.HYG
2022-09-30	12	$732.0M	0	1SPY 2VBR 3ACWI Top holdings2022-09-30 1.SPY 2.VBR 3.ACWI 4.GNR 5.EFA 6.LQD 7.IBB 8.HYG 9.IVV 10.BLV
2022-06-30	13	$899.1M	0	1SPY 2VBR 3ACWI Top holdings2022-06-30 1.SPY 2.VBR 3.ACWI 4.EEM 5.GNR 6.EFA 7.HYG 8.LQD 9.IBB 10.BLV
2022-03-31	9	$958.5M	0	1VBR 2SPY 3EEM Top holdings2022-03-31 1.VBR 2.SPY 3.EEM 4.GNR 5.ACWI 6.EFA 7.HYG 8.IBB 9.LQD
2021-12-31	7	$1.0B	0	1VBR 2SPY 3EFA Top holdings2021-12-31 1.VBR 2.SPY 3.EFA 4.EEM 5.GNR 6.HYG 7.LQD

Holding changes this quarter

Position changes disclosed by Hackensack Meridian Health, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	GNR	State Street Spdr S&p Global	+2.2%	—	Unchanged
2	IEMG	Ishares Core Msci Emerging	+0.5%	-3.20%	Trim
3	EFA	Ishares Msci Eafe ETF	+0.5%	-2.38%	Trim
4	EFV	Ishares Msci Eafe Value ETF	+0.2%	-4.69%	Trim
5	ACWI	Ishares Msci Acwi ETF	0%	—	Unchanged
6	IWF	Ishares Russell 1000 Growth	-1.3%	-2.55%	Trim
7	SPY	Ss Spdr S&p 500 ETF Trust-us	-2.1%	-4.75%	Trim

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-14	13F-HR	View on EDGAR
2025-12-31	2026-02-10	13F-HR	View on EDGAR
2025-09-30	2025-11-13	13F-HR	View on EDGAR
2025-06-30	2025-08-14	13F-HR	View on EDGAR
2025-03-31	2025-05-12	13F-HR	View on EDGAR
2024-12-31	2025-02-10	13F-HR	View on EDGAR
2024-09-30	2024-11-12	13F-HR	View on EDGAR
2024-06-30	2024-08-15	13F-HR	View on EDGAR
2024-03-31	2024-05-15	13F-HR	View on EDGAR
2023-12-31	2024-02-08	13F-HR	View on EDGAR
2023-09-30	2023-11-13	13F-HR	View on EDGAR
2023-06-30	2023-08-14	13F-HR	View on EDGAR
2023-03-31	2023-05-15	13F-HR	View on EDGAR
2022-12-31	2023-02-07	13F-HR	View on EDGAR
2022-09-30	2022-11-10	13F-HR	View on EDGAR
2022-06-30	2022-08-15	13F-HR	View on EDGAR
2022-03-31	2022-05-16	13F-HR	View on EDGAR
2021-12-31	2022-02-11	13F-HR	View on EDGAR