Hackensack Meridian Health, Inc. — 13F Holdings & Portfolio
CIK 1851813 · latest 13F-HR filed 2026-05-14
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$1.06B
Long-equity book
7
Distinct positions
2026-03-31
Filed 2026-05-14
+0 / −0 / ↑1 / ↓2
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 78462F103 | $345.7M | 32.62% | 531,500 | SH |
| 2 | ISHARES TR | EFA | 464287465 | $231.5M | 21.84% | 2,382,932 | SH |
| 3 | ISHARES TR | IEMG | 46434G103 | $147.5M | 13.92% | 2,115,000 | SH |
| 4 | ISHARES TR | IWF | 464287614 | $140.0M | 13.21% | 328,400 | SH |
| 5 | SPDR INDEX SHS FDS | GNR | 78463X541 | $119.9M | 11.32% | 1,606,000 | SH |
| 6 | ISHARES TR | EFV | 464288877 | $63.4M | 5.98% | 853,000 | SH |
| 7 | ISHARES TR | ACWI | 464288257 | $11.8M | 1.11% | 85,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $1.06B | 7 | 0001851813-26-000004 |
| 2025-12-31 | 2026-02-10 | $1.10B | 7 | 0001851813-26-000003 |
| 2025-09-30 | 2025-11-13 | $973.4M | 6 | 0001851813-25-000008 |