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Asset Manager ← All Institutions

MEEDER ASSET MANAGEMENT INC

6125 MEMORIAL DRIVE, DUBLIN, OH 43017 • 6147667000

Q4 2025 · Filed 2026-02-11
Market Value
$1.9B
+5.7%
Holdings
989
+29
New Purchases
198
Added To
305
Closed
112
Reduced
298
Top 10 Concentration
43.5%
Turnover
31.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IEF 3.38% 2.01% +1.37% $63M
JNJ 1.32% 0.09% +1.24% $25M
GOOG 5.67% 4.47% +1.19% $105M
WTFC 1.17% 0.00% +1.17% $22M
HCA 0.94% 0.02% +0.92% $18M
LLY 1.64% 0.75% +0.88% $30M
SHY 0.83% 0.00% +0.83% $15M
CBRE 0.73% 0.00% +0.72% $13M
GD 2.13% 1.45% +0.68% $40M
CAH 0.86% 0.21% +0.65% $16M
APH 0.55% 0.01% +0.55% $10M
WMT 0.69% 0.18% +0.51% $13M
EFX 0.47% 0.00% +0.46% $9M
CMI 0.45% 0.00% +0.45% $8M
ROST 0.48% 0.04% +0.44% $9M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
COST 0.19% 1.93% -1.75% $3M
UNP 0.37% 2.03% -1.66% $7M
AME 0.05% 1.39% -1.34% $965K
COF 0.14% 1.44% -1.29% $3M
MSFT 7.36% 8.44% -1.08% $136M
BRK-B 5.05% 6.07% -1.02% $94M
ETN 0.02% 1.01% -0.99% $408K
AVGO 1.12% 1.93% -0.81% $21M
HUBB 0.04% 0.84% -0.80% $736K
ROP 0.00% 0.75% -0.75% $0
DIS 0.05% 0.78% -0.73% $942K
YUM 0.00% 0.69% -0.68% $11K
AAPL 5.18% 5.85% -0.67% $96M
ORCL 0.60% 1.19% -0.59% $11M
QCOM 0.52% 1.10% -0.57% $10M

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 54 $904M 48.8%
Large Cap 538 $782M 42.2%
Mid Cap 243 $145M 7.8%
Small Cap 128 $18M 1.0%
Micro Cap 26 $4M 0.2%

Portfolio Analytics

Avg Market Cap
$76.7B
Median Market Cap
$13.8B
Avg P/E
33.6
Median P/E
22.9
Avg Dividend Yield
0.02%
Avg Beta
1.07
# Stocks
970
# ETFs / Funds
19

Top Holdings (989 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 7.36% 282,025 $136M $483.62 -$12M -3,647 -1.3%
2 NVDA 6.61% 656,586 $122M $186.50 $348K +2,144 +0.3%
3 GOOG 5.67% 334,619 $105M $313.80 $27M +12,616 +3.9%
4 AAPL 5.18% 353,030 $96M $271.86 -$6M -49,377 -12.3%
5 BRK-B 5.05% 186,202 $94M $502.65 -$13M -25,357 -12.0%
6 IEF 3.38% 652,207 $63M $96.16 $27M +286,706 +78.4%
7 META 3.13% 87,987 $58M $660.09 -$4M +4,078 +4.9%
8 EMB 2.63% 506,650 $49M $96.28 $1M +9,692 +1.9%
9 TLT 2.39% 508,484 $44M $87.16 -$1M
10 GD 2.13% 117,475 $40M $336.66 $14M +42,839 +57.4%
11 MA 2.00% 65,016 $37M $570.88 $3M +4,977 +8.3%
12 BK 1.80% 287,045 $33M $116.09 $2M -16 -0.0%
13 LLY 1.64% 28,247 $30M $1,074.68 $17M +10,919 +63.0%
14 STT 1.34% 191,795 $25M $129.01 $2M -6
15 JNJ 1.32% 118,476 $25M $206.95 $23M +110,160 +1324.7%
16 AMZN 1.29% 103,176 $24M $230.82 -$4M -25,165 -19.6%
17 SPG 1.28% 127,648 $24M $185.11 $2M +9,956 +8.5%
18 MU 1.17% 76,220 $22M $285.41 $8M -7,730 -9.2%
19 WTFC 1.17% 154,975 $22M $139.82 +154,975 NEW
20 AMGN 1.17% 66,197 $22M $327.31 $2M -2,313 -3.4%
21 AVGO 1.12% 60,068 $21M $346.10 -$13M -42,658 -41.5%
22 GILD 1.00% 150,940 $19M $122.74 $2M -5
23 HCA 0.94% 37,485 $18M $466.86 $17M +36,531 +3829.2%
24 ABBV 0.86% 69,978 $16M $228.49 $3M +15,487 +28.4%
25 CAH 0.86% 77,447 $16M $205.50 $12M +53,809 +227.6%
26 SHY 0.83% 184,739 $15M $82.82 +184,739 NEW
27 BPOP 0.82% 121,940 $15M $124.52 $2M +17,122 +16.3%
28 NOC 0.77% 24,928 $14M $570.21 -$334K +1,052 +4.4%
29 CBRE 0.73% 83,633 $13M $160.79 $13M +83,502 +63742.0%
30 MPWR 0.72% 14,681 $13M $906.36 -$119K +98 +0.7%
31 TXN 0.70% 75,292 $13M $173.49 -$8M -41,398 -35.5%
32 WMT 0.69% 114,842 $13M $111.41 $10M +83,722 +269.0%
33 TJX 0.69% 82,900 $13M $153.61 $5M +26,299 +46.5%
34 UAL 0.68% 113,323 $13M $111.82 $2M +119 +0.1%
35 MORN 0.68% 57,697 $13M $217.31 -$407K +1,901 +3.4%
36 ORCL 0.60% 57,138 $11M $194.91 -$10M -17,007 -22.9%
37 LMT 0.59% 22,556 $11M $483.67 -$4M -8,051 -26.3%
38 APH 0.55% 75,851 $10M $135.14 $10M +74,939 +8217.0%
39 CSCO 0.54% 130,565 $10M $77.03 $3M +26,335 +25.3%
40 DAL 0.53% 141,672 $10M $69.40 $2M +953 +0.7%
41 NEM 0.53% 98,338 $10M $99.85 $2M +1,595 +1.6%
42 QCOM 0.52% 56,845 $10M $171.05 -$10M -58,981 -50.9%
43 AMAT 0.50% 36,268 $9M $256.99 $4M +11,428 +46.0%
44 PLAB 0.49% 281,377 $9M $32.00 $1M -65,684 -18.9%
45 ROST 0.48% 49,836 $9M $180.14 $8M +45,103 +953.0%
46 EFX 0.47% 39,827 $9M $216.98 $9M +39,684 +27751.0%
47 GEV 0.46% 13,153 $9M $653.57 $7M +11,153 +557.6%
48 FDX 0.45% 28,878 $8M $288.86 $8M +27,299 +1728.9%
49 SUI 0.45% 67,242 $8M $123.91 -$2M -10,892 -13.9%
50 CMI 0.45% 16,274 $8M $510.45 $8M +16,253 +77395.2%
51 TXRH 0.44% 48,758 $8M $166.00 -$614K -3,651 -7.0%
52 TPR 0.43% 62,307 $8M $127.77 $3M +14,982 +31.7%
53 MRK 0.43% 75,314 $8M $105.26 $7M +67,829 +906.2%
54 CUBI 0.42% 106,865 $8M $73.12 $828K
55 UNH 0.42% 23,411 $8M $330.11 -$2M -5,918 -20.2%
56 NTRA 0.39% 31,915 $7M $229.09 $7M +31,879 +88552.8%
57 RL 0.39% 20,237 $7M $353.61 $6M +15,800 +356.1%
58 ANTM 0.38% 20,031 $7M $350.55 $2M +4,155 +26.2%
59 UNP 0.37% 29,949 $7M $231.32 -$29M -120,866 -80.1%
60 JLL 0.37% 20,422 $7M $336.47 $6M +16,936 +485.8%
61 JKHY 0.37% 37,544 $7M $182.48 +37,544 NEW
62 LEA 0.37% 59,288 $7M $114.60 $5M +38,912 +191.0%
63 MIDD 0.34% 42,328 $6M $148.67 $6M +41,686 +6493.1%
64 RS 0.34% 21,779 $6M $288.87 +21,779 NEW
65 NUE 0.34% 38,156 $6M $163.11 $2M +9,544 +33.4%
66 TSLA 0.33% 13,471 $6M $449.72 -$2M -5,003 -27.1%
67 MHK 0.31% 53,045 $6M $109.30 $5M +43,423 +451.3%
68 ALLY 0.29% 118,795 $5M $45.29 $3M +45,880 +62.9%
69 STLD 0.28% 30,873 $5M $169.45 $2M +9,618 +45.2%
70 ALLE 0.25% 28,757 $5M $159.22 -$510K +65 +0.2%
71 ABC 0.25% 13,552 $5M $337.75 $5M +13,513 +34648.7%
72 PRIM 0.25% 36,827 $5M $124.14 -$486K
73 KLAC 0.24% 3,721 $5M $1,215.08 $4M +3,629 +3944.6%
74 CVS 0.24% 56,303 $4M $79.36 $4M +53,735 +2092.5%
75 TT 0.24% 11,382 $4M $389.20 -$345K +66 +0.6%
76 SLB 0.23% 111,284 $4M $38.38 $4M +110,535 +14757.7%
77 LRCX 0.23% 24,809 $4M $171.18 $3M +17,758 +251.8%
78 REGN 0.23% 5,423 $4M $771.87 $2M +893 +19.7%
79 MCO 0.22% 7,810 $4M $510.85 $4M +7,508 +2486.1%
80 BYD 0.22% 46,758 $4M $85.24 +46,758 NEW
81 SKYW 0.21% 39,109 $4M $100.41 $3M +26,227 +203.6%
82 ORLY 0.21% 43,025 $4M $91.21 -$9M -77,006 -64.2%
83 UHS 0.20% 17,059 $4M $218.02 $2M +7,295 +74.7%
84 FIX 0.20% 3,940 $4M $933.29 $718K +354 +9.9%
85 URI 0.20% 4,513 $4M $809.32 $3M +3,613 +401.4%
86 S 0.19% 236,476 $4M $15.00 $3M +209,821 +787.2%
87 FTI 0.19% 78,757 $4M $44.56 $4M +78,555 +38888.6%
88 COST 0.19% 3,998 $3M $862.34 -$30M -32,572 -89.1%
89 FCX 0.18% 66,418 $3M $50.79 $953K +4,716 +7.6%
90 ZTS 0.18% 26,767 $3M $125.82 $3M +23,080 +626.0%
91 GLW 0.18% 38,350 $3M $87.56 $480K +3,269 +9.3%
92 MLI 0.17% 27,913 $3M $114.80 $3M +23,770 +573.7%
93 JCI 0.17% 26,676 $3M $119.75 $283K +200 +0.8%
94 CASH 0.17% 44,892 $3M $71.00 +44,892 NEW
95 DY 0.17% 9,271 $3M $337.90 $1M +2,348 +33.9%
96 ICE 0.17% 19,085 $3M $161.96 $3M +18,959 +15046.8%
97 EAT 0.17% 21,416 $3M $143.52 $213K -1,164 -5.2%
98 SEIC 0.16% 36,348 $3M $82.02 +36,348 NEW
99 AA 0.16% 55,886 $3M $53.14 $3M +52,732 +1671.9%
100 RGLD 0.16% 13,265 $3M $222.29 -$2M -11,610 -46.7%

New Positions

SymbolValue% Port
WTFC $22M 1.17%
SHY $15M 0.83%
JKHY $7M 0.37%
RS $6M 0.34%
BYD $4M 0.22%
CASH $3M 0.17%
SEIC $3M 0.16%
SWX $2M 0.13%
EWJ $2M 0.12%
CRUS $2M 0.10%
MTDR $2M 0.09%
JBHT $1M 0.07%
NVR $1M 0.07%
EWU $1M 0.07%
JBL $1M 0.06%

Sold Out Positions

SymbolValue% Port
AVB —%
EXR —%
LYV —%
ETD —%
CODI —%
BKH —%
HR —%
CTRE —%
CUBE —%
EGP —%
BRX —%
GDOT —%
DLR —%
ARE —%
KOP —%
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