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Livermore
Livermore
ZHEN

Hackensack Meridian Health, Inc.

SEC CIK
0001851813
Latest filing
Aug 5, 2026

The latest 13F from Hackensack Meridian Health, Inc. covers Q2 2026 (filed Aug 5, 2026): 7 long positions worth $1.48B. The top 10 holdings make up 100.0% of the portfolio, and the largest is SPDR S&P 500 ETF Trust (SPY) at 35.7%. Livermore has 19 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
0
Added
6
Est. +$311.6M
Reduced
0
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. SPYSPDR S&P 500 ETF Trust
    35.7%$528.3MHistory
  2. iShares MSCI Eafe ETF464287465
    19.8%$293.4M
  3. iShares Core MSCI Emerging Markets ETF46434G103
    12.6%$186.1M
  4. iShares Russell 1000 Growth ETF464287614
    11.0%$163.1M
  5. iShares Tr464288877
    10.9%$160.8M

Share of portfolio

Top 5 holdings and the other 2 positions, by share of portfolio value

  1. SPY35.7%
  2. iShares MSCI Eafe ETF19.8%
  3. iShares Core MSCI Emerging Markets ETF12.6%
  4. iShares Russell 1000 Growth ETF11.0%
  5. iShares Tr10.9%
  6. Other 2 positions10.1%

Biggest buys

New and added positions, by estimated amount bought

  1. SPYSPDR S&P 500 ETF Trust
    +$131.4MAddedHistory
  2. iShares Tr464288877
    +$95.5MAdded
  3. iShares MSCI Eafe ETF464287465
    +$45.8MAdded
  4. SPDR Index Shs FDS78463X541
    +$18.1MAdded
  5. iShares Core MSCI Emerging Markets ETF46434G103
    +$10.9MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares Tr464288877
    +4.87 pp6.0% → 10.9%
  2. SPYSPDR S&P 500 ETF Trust
    +3.06 pp32.6% → 35.7%History
  3. iShares Tr464288257
    +0.46 pp1.1% → 1.6%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

None this quarter.

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

None this quarter.

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.48B
+$421.4M (+39.8%) vs. prior quarter
Positions
7
0 vs. prior quarter
Top 10 concentration
100.0%
Top 10 as share of value
Turnover
0.0%
Q2 2026, one quarter
Average holding period
12.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.48B (Q2 2026)

Q4 2021: $1.03BQ1 2022: $958.5MQ2 2022: $899.1MQ3 2022: $732.0MQ4 2022: $711.3MQ1 2023: $691.5MQ2 2023: $728.6MQ3 2023: $673.7MQ4 2023: $498.0MQ1 2024: $743.9MQ2 2024: $750.2MQ3 2024: $973.9MQ4 2024: $841.9MQ1 2025: $878.9MQ2 2025: $902.8MQ3 2025: $973.4MQ4 2025: $1.10BQ1 2026: $1.06BQ2 2026: $1.48B
Q4 2021Q2 2026
13F filings of Hackensack Meridian Health, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 5, 20267$1.48BSPYiShares MSCI Eafe ETFiShares Core MSCI Emerging Markets ETFvs. Q1 2026SEC
Q1 2026May 14, 20267$1.06BSPYiShares MSCI Eafe ETFiShares Core MSCI Emerging Markets ETFvs. Q4 2025SEC
Q4 2025Feb 10, 20267$1.10BSPYiShares MSCI Eafe ETFiShares Russell 1000 Growth ETFvs. Q3 2025SEC
Q3 2025Nov 13, 20256$973.4MSPYiShares MSCI Eafe ETFiShares Trvs. Q2 2025SEC
Q2 2025Aug 14, 20256$902.8MSPYiShares MSCI Eafe ETFiShares Trvs. Q1 2025SEC
Q1 2025May 12, 20256$878.9MSPYiShares MSCI Eafe ETFiShares Core MSCI Emerging Markets ETFvs. Q4 2024SEC
Q4 2024Feb 10, 20256$841.9MSPYiShares MSCI Eafe ETFiShares Trvs. Q3 2024SEC
Q3 2024Nov 12, 20246$973.9MSPYiShares TriShares MSCI Eafe ETFvs. Q2 2024SEC
Q2 2024Aug 15, 20246$750.2MSPYiShares TriShares Russell 1000 Value ETFvs. Q1 2024SEC
Q1 2024May 15, 20246$743.9MSPYiShares TriShares Russell 1000 Value ETFvs. Q4 2023SEC
Q4 2023Feb 8, 20244$498.0MSPYiShares Russell 1000 Value ETFSPDR Index Shs FDSvs. Q3 2023SEC
Q3 2023Nov 13, 20236$673.7MSPYiShares Russell 1000 Value ETFVanguard Morningstar Small-Cap Value ETFvs. Q2 2023SEC
Q2 2023Aug 14, 20236$728.6MSPYVanguard Morningstar Small-Cap Value ETFiShares Russell 1000 Value ETFvs. Q1 2023SEC
Q1 2023May 15, 20237$691.5MSPYVanguard Morningstar Small-Cap Value ETFSPDR Index Shs FDSvs. Q4 2022SEC
Q4 2022Feb 7, 20237$711.3MSPYVanguard Morningstar Small-Cap Value ETFSPDR Index Shs FDSvs. Q3 2022SEC
Q3 2022Nov 10, 202212$732.0MSPYVanguard Morningstar Small-Cap Value ETFiShares Trvs. Q2 2022SEC
Q2 2022Aug 15, 202213$899.1MSPYVanguard Morningstar Small-Cap Value ETFiShares Trvs. Q1 2022SEC
Q1 2022May 16, 20229$958.5MVanguard Morningstar Small-Cap Value ETFSPYiShares Trvs. Q4 2021SEC
Q4 2021Feb 11, 20227$1.03BVanguard Morningstar Small-Cap Value ETFSPYiShares MSCI Eafe ETF–SEC