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MEEDER ASSET MANAGEMENT INC

6125 MEMORIAL DRIVE, DUBLIN, OH 43017 • 6147667000

Q1 2026 · Filed 2026-05-07
Market Value
$1.7B
-5.9%
Holdings
1,017
+28
New Purchases
140
Added To
353
Closed
145
Reduced
292
Top 10 Concentration
39.2%
Turnover
28.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
JNK 2.84% 0.00% +2.84% $49M
AAPL 6.46% 5.18% +1.28% $113M
CVX 1.28% 0.01% +1.27% $22M
XOM 1.19% 0.09% +1.10% $21M
MA 2.95% 2.00% +0.95% $51M
JNJ 2.02% 1.32% +0.70% $35M
CAT 0.75% 0.05% +0.69% $13M
JKHY 1.05% 0.37% +0.68% $18M
ALL 0.66% 0.00% +0.66% $12M
MSI 0.65% 0.00% +0.65% $11M
AMP 0.66% 0.02% +0.64% $12M
ADI 0.54% 0.00% +0.54% $9M
CASY 0.52% 0.00% +0.52% $9M
ROK 0.53% 0.03% +0.50% $9M
AVGO 1.58% 1.12% +0.45% $27M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EMB 0.00% 2.63% -2.63% $0
BRK-B 2.58% 5.05% -2.47% $45M
IEF 1.08% 3.38% -2.31% $19M
MSFT 5.53% 7.36% -1.83% $96M
WTFC 0.11% 1.17% -1.06% $2M
STT 0.51% 1.34% -0.83% $9M
CAH 0.03% 0.86% -0.83% $555K
AMZN 0.46% 1.29% -0.83% $8M
BPOP 0.07% 0.82% -0.75% $1M
META 2.39% 3.13% -0.74% $42M
HCA 0.22% 0.94% -0.73% $4M
CBRE 0.00% 0.73% -0.73% $0
MPWR 0.01% 0.72% -0.71% $94K
WMT 0.06% 0.69% -0.63% $1M
BK 1.25% 1.80% -0.54% $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 55 $864M 49.6%
Large Cap 531 $690M 39.6%
Mid Cap 265 $168M 9.6%
Small Cap 140 $19M 1.1%
Micro Cap 26 $2M 0.1%

Portfolio Analytics

Avg Market Cap
$74.9B
Median Market Cap
$13.5B
Avg P/E
34.4
Median P/E
23.2
Avg Dividend Yield
0.02%
Avg Beta
1.09
# Stocks
993
# ETFs / Funds
24

Top Holdings (1,017 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 6.56% 655,596 $114M $174.40 -$8M -990 -0.1%
2 AAPL 6.46% 443,723 $113M $253.79 $17M +90,693 +25.7%
3 GOOG 5.58% 339,260 $97M $286.86 -$8M +4,641 +1.4%
4 MSFT 5.53% 260,250 $96M $370.17 -$40M -21,775 -7.7%
5 MA 2.95% 102,985 $51M $499.66 $14M +37,969 +58.4%
6 JNK 2.84% 516,867 $49M $95.72 +516,867 NEW
7 BRK-B 2.58% 93,994 $45M $479.20 -$49M -92,208 -49.5%
8 META 2.39% 72,800 $42M $572.13 -$16M -15,187 -17.3%
9 GD 2.31% 117,204 $40M $343.22 $678K -271 -0.2%
10 JNJ 2.02% 144,080 $35M $244.44 $11M +25,604 +21.6%
11 TLT 1.91% 384,326 $33M $86.69 -$11M -124,158 -24.4%
12 LLY 1.58% 29,919 $28M $919.77 -$3M +1,672 +5.9%
13 AVGO 1.58% 88,760 $27M $309.51 $7M +28,692 +47.8%
14 AMGN 1.32% 65,302 $23M $351.85 $1M -895 -1.4%
15 CVX 1.28% 107,675 $22M $206.90 $22M +106,895 +13704.5%
16 BK 1.25% 184,360 $22M $118.63 -$11M -102,685 -35.8%
17 XOM 1.19% 122,249 $21M $169.66 $19M +108,973 +820.8%
18 GILD 1.18% 147,283 $21M $139.37 $2M -3,657 -2.4%
19 IEF 1.08% 196,525 $19M $95.44 -$44M -455,682 -69.9%
20 JKHY 1.05% 115,842 $18M $158.04 $11M +78,298 +208.6%
21 TJX 1.04% 113,807 $18M $159.70 $5M +30,907 +37.3%
22 ABBV 0.99% 79,562 $17M $217.49 $1M +9,584 +13.7%
23 MU 0.92% 47,520 $16M $337.84 -$6M -28,700 -37.6%
24 SHY 0.88% 184,739 $15M $82.57 -$46K
25 TXN 0.87% 78,455 $15M $194.14 $2M +3,163 +4.2%
26 NOC 0.86% 21,944 $15M $682.24 $757K -2,984 -12.0%
27 SPG 0.84% 78,469 $15M $186.53 -$9M -49,179 -38.5%
28 GEV 0.80% 15,884 $14M $872.90 $5M +2,731 +20.8%
29 AMAT 0.79% 40,435 $14M $341.79 $4M +4,167 +11.5%
30 QCOM 0.75% 101,414 $13M $128.78 $3M +44,569 +78.4%
31 CAT 0.75% 18,365 $13M $708.46 $12M +16,608 +945.2%
32 LMT 0.71% 20,386 $12M $604.39 $1M -2,170 -9.6%
33 SUI 0.71% 97,715 $12M $125.96 $4M +30,473 +45.3%
34 FDX 0.70% 34,191 $12M $356.18 $4M +5,313 +18.4%
35 RL 0.69% 35,025 $12M $343.99 $5M +14,788 +73.1%
36 CSCO 0.69% 155,202 $12M $77.59 $2M +24,637 +18.9%
37 ALL 0.66% 55,890 $12M $207.34 $12M +55,822 +82091.2%
38 AMP 0.66% 25,894 $12M $444.40 $11M +25,254 +3945.9%
39 MSI 0.65% 25,959 $11M $433.97 +25,959 NEW
40 UAL 0.62% 117,912 $11M $92.07 -$2M +4,589 +4.0%
41 NEM 0.61% 98,663 $11M $108.25 $861K +325 +0.3%
42 TPR 0.61% 75,106 $11M $141.11 $3M +12,799 +20.5%
43 ICE 0.60% 66,395 $10M $157.28 $7M +47,310 +247.9%
44 MRK 0.58% 84,741 $10M $120.29 $2M +9,427 +12.5%
45 APH 0.57% 78,590 $10M $126.35 -$321K +2,739 +3.6%
46 BYD 0.55% 116,974 $10M $82.18 $6M +70,216 +150.2%
47 ADI 0.54% 29,688 $9M $318.14 $9M +29,360 +8951.2%
48 MORN 0.54% 55,614 $9M $169.05 -$3M -2,083 -3.6%
49 DAL 0.54% 140,482 $9M $66.48 -$493K -1,190 -0.8%
50 ROK 0.53% 25,620 $9M $358.88 $9M +24,330 +1886.0%
51 CASY 0.52% 12,426 $9M $727.86 $9M +12,420 +207000.0%
52 PLAB 0.51% 220,614 $9M $40.41 -$89K -60,763 -21.6%
53 STT 0.51% 69,868 $9M $126.56 -$16M -121,927 -63.6%
54 AMZN 0.46% 38,380 $8M $208.27 -$16M -64,796 -62.8%
55 LRCX 0.46% 37,383 $8M $213.66 $4M +12,574 +50.7%
56 EFX 0.45% 43,764 $8M $180.07 -$761K +3,937 +9.9%
57 SNX 0.44% 45,712 $8M $168.71 $7M +39,529 +639.3%
58 CUBI 0.43% 107,099 $7M $69.41 -$380K +234 +0.2%
59 LNG 0.41% 25,246 $7M $283.76 $7M +25,154 +27341.3%
60 MCK 0.40% 8,135 $7M $865.36 $7M +8,095 +20237.5%
61 SYF 0.39% 99,211 $7M $68.02 $5M +83,751 +541.7%
62 ALLY 0.38% 167,468 $7M $39.23 $1M +48,673 +41.0%
63 ORCL 0.36% 42,209 $6M $147.11 -$5M -14,929 -26.1%
64 EOG 0.35% 42,133 $6M $144.57 $5M +34,441 +447.8%
65 GLW 0.34% 43,852 $6M $135.97 $3M +5,502 +14.3%
66 FTI 0.33% 84,432 $6M $69.13 $2M +5,675 +7.2%
67 FANG 0.33% 29,296 $6M $197.79 $5M +22,862 +355.3%
68 ANTM 0.33% 19,555 $6M $292.75 -$1M -476 -2.4%
69 FIX 0.31% 3,935 $5M $1,378.99 $2M -5 -0.1%
70 ZTS 0.31% 45,286 $5M $118.21 $2M +18,519 +69.2%
71 ROST 0.29% 23,398 $5M $216.63 -$4M -26,438 -53.0%
72 UNH 0.28% 18,340 $5M $270.59 -$3M -5,071 -21.7%
73 HII 0.28% 13,009 $5M $379.90 $3M +6,579 +102.3%
74 OMC 0.28% 64,092 $5M $75.31 $2M +34,560 +117.0%
75 NTRA 0.27% 23,954 $5M $199.99 -$3M -7,961 -24.9%
76 TT 0.27% 11,360 $5M $416.74 $304K -22 -0.2%
77 CVS 0.27% 65,603 $5M $71.82 $243K +9,300 +16.5%
78 REGN 0.27% 6,094 $5M $772.64 $523K +671 +12.4%
79 ALLE 0.24% 28,692 $4M $145.29 -$410K -65 -0.2%
80 FCX 0.24% 70,828 $4M $58.78 $790K +4,410 +6.6%
81 WMB 0.24% 57,095 $4M $72.78 $4M +56,594 +11296.2%
82 SLB 0.24% 80,658 $4M $51.39 -$126K -30,626 -27.5%
83 MLI 0.24% 37,358 $4M $110.80 $935K +9,445 +33.8%
84 WDC 0.24% 15,231 $4M $270.49 $2M +1,022 +7.2%
85 PWR 0.23% 7,427 $4M $549.02 $4M +7,353 +9936.5%
86 NFLX 0.23% 42,154 $4M $96.15 $4M +41,250 +4563.1%
87 CMCSA 0.23% 137,452 $4M $28.71 $2M +61,216 +80.3%
88 AEP 0.23% 30,069 $4M $131.08 $1M +6,002 +24.9%
89 ORLY 0.22% 41,431 $4M $92.31 -$100K -1,594 -3.7%
90 HCA 0.22% 8,039 $4M $473.24 -$14M -29,446 -78.5%
91 CMI 0.22% 7,042 $4M $538.02 -$5M -9,232 -56.7%
92 JCI 0.20% 26,601 $3M $130.95 $289K -75 -0.3%
93 RS 0.19% 11,057 $3M $303.92 -$3M -10,722 -49.2%
94 CHTR 0.18% 14,537 $3M $215.88 $3M +14,489 +30185.4%
95 TRGP 0.17% 12,101 $3M $250.73 $3M +12,007 +12773.4%
96 UI 0.17% 3,710 $3M $790.29 $879K
97 JXN 0.17% 27,683 $3M $105.72 $2M +21,231 +329.1%
98 DG 0.16% 23,628 $3M $118.73 $3M +23,595 +71500.0%
99 TGT 0.15% 21,884 $3M $121.20 $3M +21,809 +29078.7%
100 HUT.TO 0.15% 55,909 $3M $46.91 $2M +51,221 +1092.6%

New Positions

SymbolValue% Port
JNK $49M 2.84%
MSI $11M 0.65%
IEX $3M 0.15%
VVX $2M 0.13%
CDW $2M 0.11%
SCSC $2M 0.11%
CIEN $1M 0.07%
FTDR $1M 0.07%
GGG $1M 0.06%
CALX $977K 0.06%
FLS $895K 0.05%
EWA $667K 0.04%
SNDK $626K 0.04%
DBX $626K 0.04%
YOU $491K 0.03%

Sold Out Positions

SymbolValue% Port
ARW —%
TMHC —%
UNFI —%
ARMK —%
DY —%
BFAM —%
ACHR —%
Q —%
EPC —%
BROS —%
ENVA —%
RBC —%
SBSI —%
FMC —%
WMS —%
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