Fund Universe

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☆Hackensack Meridian Health, Inc.

CIK 0001851813 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.946
AUM ($M)
1,481
Positions
7
Turnover
0.08
Top-10 wt
100%
Herfindahl
0.214
History (qtrs)
6
Excess Return
—

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Quarter
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Security type

Holdings · 7 positions · portfolio value $1,481M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SPY funds › SPDR S&P 500 ETF TR ADD — 35.7% +3.1% 528.3 707,500 +176,000 5 —
☆EFA funds › ISHARES TR ADD — 19.8% -2.0% 293.4 2,823,932 +441,000 5 —
☆IEMG funds › ISHARES TR ADD — 12.6% -1.4% 186.1 2,246,000 +131,000 5 —
☆IWF funds › ISHARES TR ADD — 11.0% -2.2% 163.1 1,313,600 +985,200 3 —
☆EFV funds › ISHARES TR ADD — 10.9% +4.9% 160.8 2,101,000 +1,248,000 3 —
☆GNR funds › SPDR INDEX SHS FDS ADD — 8.5% -2.8% 126.2 1,875,000 +269,000 5 —
☆ACWI funds › ISHARES TR ADD — 1.6% +0.5% 23.2 148,000 +63,000 5 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 1,481 7 0.08 100% 0.214 0.945 — in
2026Q1 1,060 7 0.03 100% 0.207 0.956 — in
2025Q4 1,097 7 0.20 100% 0.217 0.814 — in
2025Q3 973 6 0.01 100% 0.232 0.956 — in
2025Q2 903 6 0.08 100% 0.234 0.932 — entered
2025Q1 879 6 0.00 100% 0.205 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status