Hackensack Meridian Health, Inc.
Annual return '25
+82.5%
SPY '25
+17.7%
Alpha
+64.8ptsvs SPY
Invested
$2.1B
Holdings
7
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
SPDR S&P 500 ETF TR
Q1 2026: Sold 8.6% (39.4k → 36.0k shares)
32.6%
02
$EFA
ISHARES TR
Q1 2026: Sold 24.9% (25.5k → 19.2k shares)
21.8%
03
$IEMG
ISHARES TR
Q1 2026: Sold 24.5% (6.1k → 4.6k shares)
13.9%
04
$IWF
ISHARES TR
Q1 2026: Sold 39.0% (3.7k → 2.2k shares)
13.2%
05
$GNR
SPDR INDEX SHS FDS
Held since at least Q1 2024
11.3%
06
$EFV
ISHARES TR
Q1 2026: Exited (was 11.3k shares)
6.0%
07
$ACWI
ISHARES TR
Held since at least Q1 2024
1.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:18 UTC.