Hackensack Meridian Health, Inc.

CIK 0001851813 · Q1 2026

13F Equity AUM

$1.1B

-3.4% QoQ

Positions

0 QoQ

AUM Rank

#2,679

Top 22%

Skill Alpha (FF)

-3.2%/yr^ns

No Clear Edge

Rank #6,456 · Top 79%

vs S&P -4.2%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 92.9%Top 10: 100.0%Top 20: 100.0%

SPY32.6%

EFA21.8%

IEMG13.9%

IWF13.2%

GNR11.3%

EFV6.0%

ACWI1.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services100.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 7Median: 13.21%Avg: 14.29%

0–0.5%

0(0.0%)

0.5–1%

0(0.0%)

1–3%

1(1.1%)

3–5%

0(0.0%)

5%+

6(98.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 7Unique: 0vs 20 funds

0.1%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 6 benchmark funds with highest portfolio overlap (Jaccard similarity)

0.2%

0.2%

0.1%

0.1%

BANK OF AMERICA CORP /DE/

0.1%

STATE STREET CORP

0.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

Loading overlap analysis...

Position Changes This Quarter

New0Increased0Decreased5Exited0

Decreased

IEMG13.9%

-70,000(-3%)

EFA21.8%

-58,000(-2%)

EFV6.0%

-42,000(-5%)

SPY32.6%

-26,500(-5%)

IWF13.2%

-8,600(-3%)

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...