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Asset Manager ← All Institutions

MEEDER ASSET MANAGEMENT INC

6125 MEMORIAL DRIVE, DUBLIN, OH 43017 • 6147667000

Q3 2025 · Filed 2025-10-24
Market Value
$1.8B
+7.7%
Holdings
960
-50
New Purchases
126
Added To
285
Closed
169
Reduced
270
Top 10 Concentration
44.6%
Turnover
30.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 5.85% 2.65% +3.20% $102M
TLT 2.59% 0.00% +2.59% $45M
UNP 2.03% 0.41% +1.63% $36M
GOOG 4.47% 2.86% +1.62% $78M
AVGO 1.93% 0.87% +1.06% $34M
NVDA 6.97% 5.92% +1.04% $122M
QCOM 1.10% 0.18% +0.92% $19M
ROP 0.75% 0.00% +0.75% $13M
GD 1.45% 0.82% +0.63% $25M
ORLY 0.74% 0.14% +0.60% $13M
SUI 0.58% 0.00% +0.57% $10M
ETN 1.01% 0.43% +0.57% $18M
UNH 0.58% 0.01% +0.57% $10M
COF 1.44% 0.90% +0.53% $25M
AME 1.39% 0.87% +0.51% $24M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AMZN 1.61% 5.14% -3.53% $28M
IEF 2.01% 4.05% -2.03% $35M
WMT 0.18% 1.84% -1.66% $3M
NFLX 0.14% 1.41% -1.28% $2M
ECL 0.00% 1.04% -1.04% $0
COST 1.93% 2.89% -0.96% $34M
EOG 0.05% 0.93% -0.88% $865K
PM 0.00% 0.85% -0.85% $36K
BLD 0.00% 0.82% -0.82% $11K
PLTR 0.01% 0.66% -0.65% $220K
STE 0.03% 0.66% -0.63% $612K
JNK 0.00% 0.59% -0.59% $0
MA 1.95% 2.42% -0.47% $34M
ADBE 0.06% 0.47% -0.41% $1M
SPG 1.26% 1.65% -0.39% $22M

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 53 $909M 51.8%
Large Cap 513 $709M 40.4%
Mid Cap 229 $119M 6.8%
Small Cap 138 $14M 0.8%
Micro Cap 27 $2M 0.1%

Portfolio Analytics

Avg Market Cap
$78.3B
Median Market Cap
$13.8B
Avg P/E
33.7
Median P/E
23.2
Avg Dividend Yield
0.02%
Avg Beta
1.08
# Stocks
954
# ETFs / Funds
6

Top Holdings (960 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 8.44% 285,672 $148M $517.95 $13M +14,182 +5.2%
2 NVDA 6.97% 654,442 $122M $186.58 $26M +44,437 +7.3%
3 BRK-B 6.07% 211,559 $106M $502.74 $3M -734 -0.3%
4 AAPL 5.85% 402,407 $102M $254.63 $59M +192,240 +91.5%
5 GOOG 4.47% 322,003 $78M $243.55 $32M +59,797 +22.8%
6 META 3.52% 83,909 $62M $734.38 $10M +14,426 +20.8%
7 EMB 2.70% 496,958 $47M $95.19 $1M
8 TLT 2.59% 508,484 $45M $89.37 +508,484 NEW
9 UNP 2.03% 150,815 $36M $236.37 $29M +122,125 +425.7%
10 IEF 2.01% 365,501 $35M $96.46 -$31M -321,693 -46.8%
11 MA 1.95% 60,039 $34M $568.81 -$5M -10,094 -14.4%
12 AVGO 1.93% 102,726 $34M $329.91 $20M +51,192 +99.3%
13 COST 1.93% 36,570 $34M $925.63 -$13M -10,954 -23.1%
14 BK 1.78% 287,061 $31M $108.96 $5M +1,479 +0.5%
15 AMZN 1.61% 128,341 $28M $219.57 -$55M -252,793 -66.3%
16 GD 1.45% 74,636 $25M $341.00 $12M +28,820 +62.9%
17 COF 1.44% 118,510 $25M $212.58 $10M +49,446 +71.6%
18 AME 1.39% 129,496 $24M $188.00 $10M +50,916 +64.8%
19 STT 1.27% 191,801 $22M $116.01 $2M +95 +0.1%
20 SPG 1.26% 117,692 $22M $187.67 -$5M -49,724 -29.7%
21 TXN 1.22% 116,690 $21M $183.73 $4M +31,142 +36.4%
22 ORCL 1.19% 74,145 $21M $281.24 $288K -19,915 -21.2%
23 AMGN 1.10% 68,510 $19M $282.20 $8M +27,584 +67.4%
24 QCOM 1.10% 115,826 $19M $166.36 $16M +97,929 +547.2%
25 ETN 1.01% 47,173 $18M $374.25 $11M +27,352 +138.0%
26 GILD 0.96% 150,945 $17M $111.00 -$2M -17,129 -10.2%
27 LMT 0.87% 30,607 $15M $499.21 $6M +11,274 +58.3%
28 HUBB 0.84% 34,368 $15M $430.31 $7M +15,343 +80.7%
29 NOC 0.83% 23,876 $15M $609.32 $5M +5,072 +27.0%
30 MU 0.80% 83,950 $14M $167.32 $4M +3,229 +4.0%
31 DIS 0.78% 119,144 $14M $114.50 -$427K +5,693 +5.0%
32 MPWR 0.77% 14,583 $13M $920.64 $3M +7 +0.1%
33 BPOP 0.76% 104,818 $13M $127.01 $2M +4,046 +4.0%
34 ROP 0.75% 26,533 $13M $498.69 $13M +26,452 +32656.8%
35 LLY 0.75% 17,328 $13M $763.00 -$3M -3,902 -18.4%
36 MORN 0.74% 55,796 $13M $232.01 $79K +14,812 +36.1%
37 ORLY 0.74% 120,031 $13M $107.81 $11M +95,446 +388.2%
38 ABBV 0.72% 54,491 $13M $231.54 -$2M -25,040 -31.5%
39 YUM 0.69% 79,004 $12M $152.00 -$773K -7,256 -8.4%
40 UAL 0.62% 113,204 $11M $96.50 $2M -41 -0.0%
41 UNH 0.58% 29,329 $10M $345.30 $10M +28,882 +6461.3%
42 SUI 0.58% 78,134 $10M $129.00 $10M +78,022 +69662.5%
43 TXRH 0.50% 52,409 $9M $166.15 $7M +41,019 +360.1%
44 NFG 0.49% 93,657 $9M $92.37 -$3M -43,637 -31.8%
45 TSLA 0.47% 18,474 $8M $444.72 $3M +2,645 +16.7%
46 TJX 0.47% 56,601 $8M $144.54 $6M +38,282 +209.0%
47 NEM 0.47% 96,743 $8M $84.31 $3M
48 DAL 0.46% 140,719 $8M $56.75 $1M +2
49 PLAB 0.45% 347,061 $8M $22.95 $1M
50 VZ 0.42% 166,487 $7M $43.95 -$664K -17,955 -9.7%
51 CSCO 0.41% 104,230 $7M $68.42 $2M +24,737 +31.1%
52 NTRS 0.40% 52,337 $7M $134.60 $3M +16,674 +46.8%
53 CUBI 0.40% 106,865 $7M $65.37 $709K
54 XEL 0.39% 85,676 $7M $80.65 +85,676 NEW
55 LOW 0.39% 27,310 $7M $251.31 $6M +25,339 +1285.6%
56 CCK 0.39% 70,029 $7M $96.59 $161K +5,906 +9.2%
57 SYF 0.35% 85,592 $6M $71.05 -$4M -59,364 -41.0%
58 XOM 0.34% 52,790 $6M $112.75 $1M +8,109 +18.1%
59 BCC 0.34% 76,752 $6M $77.32 -$667K +717 +0.9%
60 TPR 0.31% 47,325 $5M $113.22 $1M +1,634 +3.6%
61 ANTM 0.29% 15,876 $5M $323.12 $5M +15,825 +31029.4%
62 ALLE 0.29% 28,692 $5M $177.35 $953K
63 AMAT 0.29% 24,840 $5M $204.74 $3M +12,307 +98.2%
64 PRIM 0.29% 36,827 $5M $137.33 $2M
65 BKH 0.29% 81,954 $5M $61.59 $2M +20,765 +33.9%
66 RGLD 0.28% 24,875 $5M $200.58 +24,875 NEW
67 TT 0.27% 11,316 $5M $421.96 -$175K -1 -0.0%
68 AIG 0.26% 58,314 $5M $78.54 $2M +27,431 +88.8%
69 EA 0.25% 22,095 $4M $201.70 -$3M -21,840 -49.7%
70 ENSG 0.24% 24,830 $4M $172.77 +24,830 NEW
71 KR 0.23% 59,830 $4M $67.41 $439K +9,725 +19.4%
72 NUE 0.22% 28,612 $4M $135.43 $4M +26,764 +1448.3%
73 EHC 0.21% 29,301 $4M $127.02 -$6M -47,612 -61.9%
74 CAH 0.21% 23,638 $4M $156.96 -$3M -14,102 -37.4%
75 ROK 0.20% 10,138 $4M $349.53 $4M +10,123 +67486.7%
76 KGS 0.20% 94,611 $3M $36.97 $255K
77 PKG 0.19% 15,597 $3M $217.93 $3M +13,815 +775.2%
78 SWKS 0.19% 42,671 $3M $76.98 -$2M -32,363 -43.1%
79 MOH 0.18% 16,910 $3M $191.36 -$2M -866 -4.9%
80 WMT 0.18% 31,120 $3M $103.06 -$27M -275,083 -89.8%
81 ED 0.18% 30,917 $3M $100.52 +30,917 NEW
82 DVN 0.18% 88,476 $3M $35.06 $288K +22 +0.0%
83 STLD 0.17% 21,255 $3M $139.43 $3M +18,404 +645.5%
84 FIX 0.17% 3,586 $3M $825.18 $461K -1,073 -23.0%
85 JCI 0.17% 26,476 $3M $109.95 $115K
86 COKE 0.17% 24,841 $3M $117.16 +24,841 NEW
87 GLW 0.16% 35,081 $3M $82.03 $3M +28,313 +418.3%
88 EAT 0.16% 22,580 $3M $126.68 $256K +8,137 +56.3%
89 ALLY 0.16% 72,915 $3M $39.20 $485K +11,985 +19.7%
90 AIN 0.16% 53,561 $3M $53.30 -$901K
91 REGN 0.15% 4,530 $3M $562.27 -$412K -1,106 -19.6%
92 UI 0.14% 3,710 $2M $660.58 $847K -185 -4.8%
93 FCX 0.14% 61,702 $2M $39.22 $486K +17,078 +38.3%
94 NFLX 0.14% 2,013 $2M $1,198.92 -$21M -15,169 -88.3%
95 BFAM 0.13% 21,779 $2M $108.57 -$60K +2,164 +11.0%
96 FCFS 0.13% 14,779 $2M $158.42 $344K
97 BBY 0.13% 30,805 $2M $75.62 $333K +1,059 +3.6%
98 INTU 0.12% 3,110 $2M $682.91 -$290K +45 +1.5%
99 CIVI 0.12% 64,879 $2M $32.50 -$359K -24,798 -27.6%
100 LEA 0.12% 20,376 $2M $100.61 $2M +20,029 +5772.1%

New Positions

SymbolValue% Port
TLT $45M 2.59%
XEL $7M 0.39%
RGLD $5M 0.28%
ENSG $4M 0.24%
ED $3M 0.18%
COKE $3M 0.17%
DY $2M 0.12%
DBX $2M 0.09%
GNRC $962K 0.05%
CRS $792K 0.05%
ST $773K 0.04%
P $757K 0.04%
BOKF $710K 0.04%
YELP $620K 0.04%
NTAP $496K 0.03%

Sold Out Positions

SymbolValue% Port
EQBK —%
EXPD —%
IBP —%
ARW —%
HRTG —%
MTDR —%
YETI —%
CPS —%
CWEN —%
UCB —%
TSQ —%
AWR —%
BNL —%
MUSA —%
BJ —%
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