Hackensack Meridian Health, Inc.

CIK 0001851813 · Q2 2026

13F Equity AUM

$1.5B

+39.8% QoQ

Positions

0 QoQ

AUM Rank

#2,765

Top 22%

Skill Alpha (FF)

-2.3%/yr^ns

No Clear Edge

Rank #6,183 · Top 74%

vs S&P -1.3%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 89.9%Top 10: 100.0%Top 20: 100.0%

SPY35.7%

EFA19.8%

IEMG12.6%

IWF11.0%

EFV10.9%

GNR8.5%

ACWI1.6%

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: 11.01%Avg: 14.29%

0–0.5%

0(0.0%)

0.5–1%

0(0.0%)

1–3%

1(1.6%)

3–5%

0(0.0%)

5%+

6(98.4%)

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

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Portfolio Overlap

Shared: 0Unique: 7vs 20 funds

0%Low

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

New0Increased7Decreased0Exited0

Increased

EFV10.9%

+1.2M(+146%)

IWF11.0%

+985K(+300%)

EFA19.8%

+441K(+19%)

GNR8.5%

+269K(+17%)

SPY35.7%

+176K(+33%)

IEMG12.6%

+131K(+6%)

ACWI1.6%

+63K(+74%)

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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