Hackensack Meridian Health, Inc. — 13F Holdings & Portfolio
CIK 1851813 · latest 13F-HR filed 2026-08-05
Hackensack Meridian Health, Inc. manages $1.48B in 13F-reported U.S. long-equity assets across 7 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPY (35.67%), EFA (19.81%), IEMG (12.56%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 7, and trimmed 0.
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.
EDISON, NJ 08837
$1.48B
Long-equity book
7
Distinct positions
2026-06-30
Filed 2026-08-05
+0 / −0 / ↑7 / ↓0
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SPDR S&P 500 ETF TR$182.7M +52.9%
- ISHARES TR$97.4M +153.6%
- ISHARES TR$61.9M +26.7%
- ISHARES TR$38.5M +26.1%
- ISHARES TR$23.1M +16.5%
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 | $528.3M | 35.67% | 707,500 | SH |
| 2 | ISHARES TR | EFA | 464287465 | $293.4M | 19.81% | 2,823,932 | SH |
| 3 | ISHARES TR | IEMG | 46434G103 | $186.1M | 12.56% | 2,246,000 | SH |
| 4 | ISHARES TR | IWF | 464287614 | $163.1M | 11.01% | 1,313,600 | SH |
| 5 | ISHARES TR | EFV | 464288877 | $160.8M | 10.86% | 2,101,000 | SH |
| 6 | SPDR INDEX SHS FDS | GNR | 78463X541 | $126.2M | 8.52% | 1,875,000 | SH |
| 7 | ISHARES TR | ACWI | 464288257 | $23.2M | 1.57% | 148,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-05 | $1.48B | 7 | 0001851813-26-000005 |
| 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 |