Meeder Advisory Services, Inc.

CIK 0001792167 · Q2 2026

13F Equity AUM

$2.7B

+14.3% QoQ

Positions

742

+52 QoQ

AUM Rank

#2,008

Top 16%

Skill Alpha (FF)

-0.7%/yr^ns

No Clear Edge

Rank #3,862 · Top 47%

vs S&P -3.9%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 27.2%Top 10: 38.6%Top 20: 52.0%

JMUB8.1%

IEFA5.9%

NVDA4.6%

IEMG4.5%

AAPL4.1%

MMIT2.7%

MSFT2.3%

VEA2.2%

FLMI2.2%

GOOGL2.0%

Others (732)61.4%

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

Sector Allocation

Financial Services44.9%

Technology23.8%

Industrials5.7%

Communication Services5.6%

Consumer Cyclical5.3%

Healthcare5.3%

Consumer Defensive2.5%

Energy2.0%

Other4.9%

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

Position Sizing

Positions: 742Median: 0.02%Avg: 0.13%

0–0.5%

707(37.7%)

0.5–1%

15(10.3%)

1–3%

15(24.8%)

3–5%

3(13.2%)

5%+

2(14.0%)

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

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Portfolio Overlap

Shared: 0Unique: 742vs 20 funds

0%Low

742

Fund positions

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.

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Position Changes This Quarter

New89Increased339Decreased298Exited37

New Positions

DFCF1.3%

+842K

PXF0.1%

+25K

VEU0.1%

+21K

HONEYWELL INTL INC0.1%

+8K

HONEYWELL AEROSPACE …0.1%

+8K

AVY0.0%

+3K

FEDEX FGHT HLDG CO I…0.0%

+3K

XYZ0.0%

+7K

NDSN0.0%

+1K

DUPONT DE NEMOURS IN…0.0%

+4K

Increased

JMUB8.1%

+127K(+3%)

MMIT2.7%

+106K(+4%)

IEFA5.9%

+70K(+4%)

KLAC0.5%

+38K(+892%)

VUG0.1%

+34K(+437%)

FMHI1.0%

+31K(+6%)

NVDA4.6%

+29K(+5%)

KVUE0.0%

+24K(+66%)

UITB1.4%

+22K(+3%)

ACHR0.0%

+22K(+143%)

Decreased

VCRB0.1%

-435,888(-96%)

SGOV1.1%

-81,798(-22%)

VEA2.2%

-40,860(-5%)

SPDW1.3%

-36,285(-5%)

W3U0.0%

-27,879(-58%)

SPEM0.9%

-27,640(-6%)

SCHA0.3%

-25,216(-10%)

IDV*0.5%

-22,087(-6%)

VWO0.6%

-14,352(-5%)

RF0.0%

-13,291(-42%)

Exited

HON

-16,112

DFAC

-17,047

BRK/A

-1

-8,619

-6,568

HOLX

-5,282

-8,969

ITT

-1,054

TGB

-47,226

FLO

-26,846

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

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Holdings

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