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Asset Manager ← All Institutions

MEEDER ASSET MANAGEMENT INC

6125 MEMORIAL DRIVE, DUBLIN, OH 43017 • 6147667000

Q2 2025 · Filed 2025-08-07
Market Value
$1.6B
+9.9%
Holdings
1,010
-43
New Purchases
131
Added To
357
Closed
176
Reduced
249
Top 10 Concentration
44.1%
Turnover
30.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IEF 4.05% 0.00% +4.05% $66M
NVDA 5.92% 4.43% +1.49% $96M
AME 0.87% 0.00% +0.87% $14M
GD 0.82% 0.00% +0.82% $13M
COF 0.90% 0.12% +0.79% $15M
MORN 0.79% 0.01% +0.79% $13M
MSFT 8.30% 7.53% +0.77% $135M
STE 0.66% 0.00% +0.66% $11M
PLTR 0.66% 0.01% +0.65% $11M
MPWR 0.66% 0.00% +0.65% $11M
NFLX 1.41% 0.77% +0.65% $23M
JNK 0.59% 0.00% +0.59% $10M
MU 0.61% 0.04% +0.57% $10M
LMT 0.55% 0.01% +0.54% $9M
NOC 0.58% 0.05% +0.53% $9M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TLT 0.00% 4.63% -4.63% $0
AAPL 2.65% 5.73% -3.08% $43M
BRK-B 6.34% 8.59% -2.25% $103M
DOV 0.00% 1.18% -1.18% $6K
MAS 0.03% 0.79% -0.76% $460K
BLL 0.00% 0.67% -0.67% $0
CSGP 0.08% 0.61% -0.53% $1M
TGT 0.06% 0.58% -0.52% $965K
XOM 0.30% 0.78% -0.49% $5M
JNJ 0.43% 0.87% -0.44% $7M
LYV 0.02% 0.42% -0.40% $398K
TMUS 0.00% 0.38% -0.38% $25K
VRT 0.00% 0.38% -0.38% $6K
D 0.00% 0.36% -0.36% $57
AXP 0.01% 0.36% -0.35% $116K

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Technology 31.2%
Financial Services 19.6%
Industrials 11.5%
Healthcare 10.8%
Communication Services 9.5%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 55 $858M 52.7%
Large Cap 509 $608M 37.4%
Mid Cap 262 $137M 8.4%
Small Cap 152 $22M 1.4%
Micro Cap 32 $2M 0.1%

Portfolio Analytics

Avg Market Cap
$75.1B
Median Market Cap
$12.7B
Avg P/E
33.0
Median P/E
23.3
Avg Dividend Yield
0.02%
Avg Beta
1.08
# Stocks
1,004
# ETFs / Funds
6

Top Holdings (1,010 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 8.30% 271,490 $135M $497.41 $24M -25,572 -8.6%
2 BRK-B 6.34% 212,293 $103M $485.77 -$24M -26,466 -11.1%
3 NVDA 5.92% 610,005 $96M $157.99 $31M +4,594 +0.8%
4 AMZN 5.14% 381,134 $84M $219.39 $11M +779 +0.2%
5 IEF 4.05% 687,194 $66M $95.77 +687,194 NEW
6 META 3.15% 69,483 $51M $738.09 $3M -13,739 -16.5%
7 COST 2.89% 47,524 $47M $989.94 $1M -994 -2.0%
8 GOOG 2.86% 262,206 $47M $177.39 $3M -13,917 -5.0%
9 EMB 2.83% 496,958 $46M $92.62 $1M +399 +0.1%
10 AAPL 2.65% 210,167 $43M $205.17 -$42M -171,331 -44.9%
11 MA 2.42% 70,133 $39M $561.94 $304K -1,213 -1.7%
12 WMT 1.84% 306,203 $30M $97.78 $3M +104 +0.0%
13 SPG 1.65% 167,416 $27M $160.76 -$864K +163 +0.1%
14 BK 1.60% 285,582 $26M $91.11 $2M +54 +0.0%
15 NFLX 1.41% 17,182 $23M $1,339.13 $12M +4,977 +40.8%
16 ORCL 1.26% 94,060 $21M $218.63 $9M +9,831 +11.7%
17 STT 1.25% 191,706 $20M $106.34 $3M -259 -0.1%
18 GILD 1.15% 168,074 $19M $110.87 -$193K +47 +0.0%
19 TXN 1.09% 85,548 $18M $207.62 $4M +9,247 +12.1%
20 ECL 1.04% 62,651 $17M $269.44 -$1M -9,827 -13.6%
21 LLY 1.02% 21,230 $17M $779.53 -$3M -2,004 -8.6%
22 EOG 0.93% 126,296 $15M $119.61 -$1M +423 +0.3%
23 ABBV 0.91% 79,531 $15M $185.62 $4M +28,584 +56.1%
24 COF 0.90% 69,064 $15M $212.76 $13M +59,457 +618.9%
25 AME 0.87% 78,580 $14M $180.96 $14M +78,497 +94574.7%
26 AVGO 0.87% 51,534 $14M $275.65 $3M -12,869 -20.0%
27 DIS 0.86% 113,451 $14M $124.01 $5M +24,259 +27.2%
28 PM 0.85% 75,965 $14M $182.13 $5M +17,311 +29.5%
29 GD 0.82% 45,816 $13M $291.66 $13M +45,711 +43534.3%
30 BLD 0.82% 41,185 $13M $323.74 $2M +5,615 +15.8%
31 MORN 0.79% 40,984 $13M $313.93 $13M +40,729 +15972.2%
32 YUM 0.79% 86,260 $13M $148.18 $2M +14,853 +20.8%
33 NFG 0.71% 137,294 $12M $84.71 $997K +3,015 +2.2%
34 AMGN 0.70% 40,926 $11M $279.21 $163K +4,771 +13.2%
35 BPOP 0.68% 100,772 $11M $110.21 $7M +52,658 +109.4%
36 STE 0.66% 44,790 $11M $240.22 +44,790 NEW
37 PLTR 0.66% 78,746 $11M $136.32 $11M +77,773 +7993.1%
38 MPWR 0.66% 14,576 $11M $731.38 $11M +14,507 +21024.6%
39 MU 0.61% 80,721 $10M $123.25 $9M +74,393 +1175.6%
40 SYF 0.59% 144,956 $10M $66.74 $6M +83,218 +134.8%
41 JNK 0.59% 99,238 $10M $97.27 +99,238 NEW
42 EHC 0.58% 76,913 $9M $122.63 $2M +35 +0.1%
43 NOC 0.58% 18,804 $9M $499.98 $9M +17,456 +1295.0%
44 UAL 0.55% 113,245 $9M $79.63 $1M +1,072 +1.0%
45 LMT 0.55% 19,333 $9M $463.14 $9M +18,927 +4661.8%
46 VZ 0.49% 184,442 $8M $43.27 -$414K -638 -0.3%
47 HUBB 0.48% 19,025 $8M $408.41 $8M +18,992 +57551.5%
48 ADBE 0.47% 19,650 $8M $386.88 $8M +19,431 +8872.6%
49 ETN 0.43% 19,821 $7M $356.99 $7M +19,403 +4641.9%
50 JNJ 0.43% 45,938 $7M $152.75 -$6M -32,019 -41.1%
51 EA 0.43% 43,935 $7M $159.70 $7M +41,066 +1431.4%
52 DAL 0.43% 140,717 $7M $49.18 $778K -154 -0.1%
53 CCK 0.41% 64,123 $7M $102.98 $7M +64,067 +114405.4%
54 BCC 0.41% 76,035 $7M $86.82 $2M +27,177 +55.6%
55 UNP 0.41% 28,690 $7M $230.08 $7M +28,482 +13693.3%
56 PLAB 0.40% 347,061 $7M $18.83 $5M +252,181 +265.8%
57 CAH 0.39% 37,740 $6M $168.00 $1M +1,597 +4.4%
58 CUBI 0.39% 106,865 $6M $58.74 +106,865 NEW
59 NEM 0.35% 96,743 $6M $58.26 $2M +15,601 +19.2%
60 SWKS 0.34% 75,034 $6M $74.52 +75,034 NEW
61 CSCO 0.34% 79,493 $6M $69.38 $5M +77,634 +4176.1%
62 PSA 0.33% 18,399 $5M $293.42 $5M +17,104 +1320.8%
63 MOH 0.33% 17,776 $5M $297.90 -$559K +1 +0.0%
64 TSLA 0.31% 15,829 $5M $317.66 $463K -1,785 -10.1%
65 TT 0.30% 11,317 $5M $437.41 $1M -51 -0.5%
66 IEFA 0.30% 58,023 $5M $83.48 $454K
67 XOM 0.30% 44,681 $5M $107.80 -$7M -52,751 -54.1%
68 NTRS 0.28% 35,663 $5M $126.79 $3M +18,061 +102.6%
69 CASH 0.26% 52,626 $4M $79.12 $3M +35,078 +199.9%
70 ALLE 0.25% 28,692 $4M $144.12 $392K
71 VRSN 0.25% 14,145 $4M $288.80 $4M +12,348 +687.1%
72 LOPE 0.25% 21,547 $4M $189.00 $1M +4,992 +30.1%
73 TPR 0.25% 45,691 $4M $87.81 $3M +37,086 +431.0%
74 FAF 0.24% 63,790 $4M $61.39 $676K +14,421 +29.2%
75 AIN 0.23% 53,561 $4M $70.13 $3M +38,194 +248.6%
76 MCK 0.23% 5,091 $4M $732.78 $4M +5,068 +22034.8%
77 IESC 0.22% 12,357 $4M $296.23 $3M +5,754 +87.1%
78 KR 0.22% 50,105 $4M $71.73 $203K +8 +0.0%
79 BKH 0.21% 61,189 $3M $56.10 -$671K -6,476 -9.6%
80 BWXT 0.21% 23,209 $3M $144.06 -$824K -19,040 -45.1%
81 KGS 0.20% 94,611 $3M $34.27 +94,611 NEW
82 RCL 0.20% 10,227 $3M $313.14 $1M +15 +0.1%
83 CMCSA 0.19% 88,245 $3M $35.69 -$129K -607 -0.7%
84 AXS 0.19% 29,701 $3M $103.82 $1M +10,132 +51.8%
85 REGN 0.18% 5,636 $3M $525.00 $3M +5,616 +28080.0%
86 MMS 0.18% 40,939 $3M $70.20 $85K +44 +0.1%
87 PRIM 0.18% 36,827 $3M $77.94 +36,827 NEW
88 JBL 0.18% 13,137 $3M $218.10 $2M +9,941 +311.1%
89 QCOM 0.18% 17,897 $3M $159.26 -$1M -8,017 -30.9%
90 DVN 0.17% 88,454 $3M $31.81 -$493K +46 +0.1%
91 JCI 0.17% 26,476 $3M $105.62 $662K -162 -0.6%
92 TRGP 0.17% 15,556 $3M $174.08 -$4M -19,003 -55.0%
93 AIG 0.16% 30,883 $3M $85.59 $3M +29,922 +3113.6%
94 EAT 0.16% 14,443 $3M $180.33 $2M +11,789 +444.2%
95 PLXS 0.16% 19,230 $3M $135.31 $2M +18,283 +1930.6%
96 FIX 0.15% 4,659 $2M $536.21 $2M +4,638 +22085.7%
97 CIVI 0.15% 89,677 $2M $27.52 $2M +87,548 +4112.2%
98 BFAM 0.15% 19,615 $2M $123.59 $1M +11,423 +139.4%
99 INTU 0.15% 3,065 $2M $787.63 $521K -19 -0.6%
100 ALLY 0.15% 60,930 $2M $38.95 -$871K -28,017 -31.5%

New Positions

SymbolValue% Port
IEF $66M 4.05%
STE $11M 0.66%
JNK $10M 0.59%
CUBI $6M 0.39%
SWKS $6M 0.34%
KGS $3M 0.20%
PRIM $3M 0.18%
WWD $1M 0.07%
MYRG $1M 0.07%
MLI $995K 0.06%
DRS $882K 0.05%
ATKR $862K 0.05%
RL $816K 0.05%
WBS $740K 0.05%
RUSHA $637K 0.04%

Sold Out Positions

SymbolValue% Port
CCS —%
ALB —%
ATR —%
ATEN —%
GNK —%
EMN —%
HPE —%
AA —%
OEC —%
SLVM —%
NXRT —%
RBC —%
SBSI —%
APD —%
AXTA —%
View SEC EDGAR Filings for MEEDER ASSET MANAGEMENT INC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms