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Latest Meeder Advisory Services, Inc. Stock Portfolio

$2.39Billion– No. of Holdings #690

Meeder Advisory Services, Inc. Performance:
2026 Q1: -2.11%YTD: -2.11%2025: 15.05%
Performance for 2026 Q1 is -2.11%, and YTD is -2.11%, and 2025 is 15.05%.

About Meeder Advisory Services, Inc. and 13F Hedge Fund Stock Holdings

On 2026-05-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Meeder Advisory Services, Inc. reported an equity portfolio of $2.4 Billions as of 31 Mar, 2026.

The top stock holdings of Meeder Advisory Services, Inc. are BBAX, IBCE, NVDA. The fund has invested 8.9% of it's portfolio in J P MORGAN EXCHANGE TRADED F and 6% of portfolio in ISHARES TR.

The fund managers got completely rid off FRONTIER COMMUNICATIONS PARE (FYBR), SCHWAB STRATEGIC TR (FNDA) and EXACT SCIENCES CORP (EXAS) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), FLOWERS FOODS INC (FLO) and ORGANON & CO (OGN). Meeder Advisory Services, Inc. opened new stock positions in AIR LEASE CORP (AL), OVINTIV INC (OVV) and DYNATRACE INC (DT). The fund showed a lot of confidence in some stocks as they added substantially to GEN DIGITAL INC, HUBSPOT INC (HUBS) and STRATEGY INC (MSTR).
Meeder Advisory Services, Inc. Equity Portfolio Value
Last Reported on: 07 May, 2026

Meeder Advisory Services, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Meeder Advisory Services, Inc. made a return of -2.11% in the last quarter. In trailing 12 months, it's portfolio return was 14.67%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
air lease corp559,718
ovintiv inc444,498
dynatrace inc424,752
lyondellbasell industries nv373,073
siriusxm holdings inc347,677
formfactor inc335,779
nutanix inc319,854
New stocks bought by Meeder Advisory Services, Inc.

Additions

Ticker% Inc.
gen digital inc118
hubspot inc115
strategy inc80.77
keurig dr pepper inc78.99
ishares tr72.1
guidewire software inc68.71
vanguard index fds60.39
trimble inc57.97
Additions to existing portfolio by Meeder Advisory Services, Inc.

Reductions

Ticker% Reduced
ishares tr-97.11
kimberly-clark corp-41.38
rpm intl inc-36.3
j p morgan exchange traded f-34.89
german amern bancorp inc-32.23
spdr series trust-30.96
general mills inc-28.52
state str spdr s&p 500 etf t-23.24
Meeder Advisory Services, Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Meeder Advisory Services, Inc.

Sector Distribution

Meeder Advisory Services, Inc. has about 42.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Industrials
  • Communication Services
  • Healthcare
  • Consumer Cyclical
  • Consumer Defensive
  • Energy
  • Utilities
  • Basic Materials
Sector%
Others42.1
Technology19.6
Financial Services6.7
Industrials5.6
Communication Services5.6
Healthcare5.5
Consumer Cyclical5.5
Consumer Defensive3.2
Energy2.5
Utilities1.8
Basic Materials1.1

Market Cap. Distribution

Meeder Advisory Services, Inc. has about 56.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED42.1
MEGA-CAP34.3
LARGE-CAP22.5

Stocks belong to which Index?

About 53.7% of the stocks held by Meeder Advisory Services, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50053.7
Others45.6
Top 5 Winners (%)%
sandisk corp
167.6 %
LITE
lumentum hldgs inc
90.4 %
MRNA
moderna inc
65.6 %
DOW
dow hldgs inc
62.0 %
RIG
transocean ltd
59.8 %
Top 5 Winners ($)$
XOM
exxon mobil corp
5.8 M
EMGF
ishares inc
3.6 M
JNJ
johnson & johnson
2.3 M
CVX
chevron corporation
2.1 M
CAT
caterpillar inc
2.0 M
Top 5 Losers (%)%
MDB
mongodb inc
-41.4 %
reddit inc
-40.6 %
APP
applovin corp
-40.3 %
HOOD
robinhood mkts inc
-38.6 %
AFRM
affirm hldgs inc
-37.7 %
Top 5 Losers ($)$
MSFT
microsoft corp
-19.1 M
NVDA
nvidia corporation
-7.3 M
AAPL
apple inc
-6.8 M
AMZN
amazon com inc
-4.7 M
TSLA
tesla inc
-4.4 M

Meeder Advisory Services, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Meeder Advisory Services, Inc.

Meeder Advisory Services, Inc. has 690 stocks in it's portfolio. About 39.8% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Meeder Advisory Services, Inc. last quarter.

Last Reported on: 07 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions