Filed: 8/14/2025ACC: 0001851813-25-000005
π What this filing means
HACKENSACK MERIDIAN HEALTH, INC. filed this quarterly 13FβHR report disclosing 6 equity positions with a total reported market value of $902.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$902.81M
Total AUM (reported)
7.16M
Total Shares
Allocation by class
TR UNIT$312.32M34.6%
MSCI EAFE ETF$218.19M24.2%
RUS 1000 GRW ETF$143.08M15.8%
CORE MSCI EMKT$131.17M14.5%
GLB NAT RESRCE$87.11M9.6%
MSCI ACWI ETF$10.93M1.2%
Portfolio Concentration
Top 3$673.60M74.6%
4β10$229.21M25.4%
Top 3 weight
74.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 7.16M
Sole
Full voting authority
7.16M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole6
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings6
Rows:
SPDR S&P 500 ETF TR
SOLEShares505.50K
TypeSH
Market value$312.32M
34.59%
Sole
505.50K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares2.44M
TypeSH
Market value$218.19M
24.17%
Sole
2.44M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares337K
TypeSH
Market value$143.08M
15.85%
Sole
337K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares2.19M
TypeSH
Market value$131.17M
14.53%
Sole
2.19M
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares1.61M
TypeSH
Market value$87.11M
9.65%
Sole
1.61M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares85K
TypeSH
Market value$10.93M
1.21%
Sole
85K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 505.50K | SH | $312.32M 34.59% | 505.50K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 2.44M | SH | $218.19M 24.17% | 2.44M | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 337K | SH | $143.08M 15.85% | 337K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EMKT | 2.19M | SH | $131.17M 14.53% | 2.19M | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | GLB NAT RESRCE | 1.61M | SH | $87.11M 9.65% | 1.61M | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI ETF | 85K | SH | $10.93M 1.21% | 85K | 0.00 | 0.00 |