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Holdings (Monthly) Guide ↗

Conservative Allocation Fund

· Meeder Funds
Monthly Holdings $172M AUM 31 positions Period Jun 2026 Filed Aug 5, 2026 EDGAR ↗ ← All Funds
All 96 New 46 Added 31 Reduced 75 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Meeder Government Money Market MDFXX Mar 2026 14,626,438 -13,117,003 $14.6M -47.3% 8.51%
2 iShares 20+ Year Treasury Bond 464287432 Mar 2026 68,189 -49,182 $5.9M -42.1% 3.43%
3 NVIDIA Corp 67066G104 Sep 2023 14,768 -222 $3.0M +13.0% 1.72% EC
4 Alphabet Inc 02079K107 Sep 2023 7,103 -430 $2.5M +16.1% 1.46% EC
5 Berkshire Hathaway Inc 084670702 Sep 2023 1,901 -595 $951K -20.5% 0.55% EC
6 Mastercard Inc 57636Q104 Mar 2026 1,683 -252 $864K -10.6% 0.50% EC
7 Micron Technology Inc 595112103 Sep 2023 684 -173 $790K +172.7% 0.46% EC
8 Eli Lilly & Co 532457108 Sep 2023 613 -29 $735K +24.5% 0.43% EC
9 Meta Platforms Inc 30303M102 Sep 2023 1,293 -111 $728K -9.3% 0.42% EC
10 Johnson & Johnson 478160104 Mar 2026 2,236 -763 $568K -22.5% 0.33% EC
11 Gilead Sciences Inc 375558103 Mar 2026 3,308 -714 $418K -25.4% 0.24% EC
12 Texas Instruments Inc 882508104 Sep 2023 1,302 -339 $388K +21.8% 0.23% EC
13 State Street Corp 857477103 Mar 2026 1,881 -98 $319K +27.4% 0.19% EC
14 Jack Henry & Associates Inc 426281101 Mar 2026 1,977 -836 $272K -38.7% 0.16% EC
15 Northrop Grumman Corp 666807102 Mar 2026 467 -181 $238K -46.2% 0.14% EC
16 QUALCOMM Inc 747525103 Sep 2023 1,248 -539 $231K +0.2% 0.13% EC
17 Ralph Lauren Corp 751212101 Mar 2026 402 -383 $161K -40.2% 0.09% EC
18 Rockwell Automation Inc 773903109 Mar 2026 276 -414 $137K -44.8% 0.08% EC
19 Oracle Corp 68389X105 Mar 2026 702 -223 $103K -24.4% 0.06% EC
20 CVS Health Corp 126650100 Sep 2023 964 -30 $100K +39.7% 0.06% EC
21 Elevance Health Inc 036752103 Sep 2023 252 -150 $97K -17.2% 0.06% EC
22 Mueller Industries Inc 624756102 Mar 2026 381 -200 $47K -27.2% 0.03% EC
23 Morningstar Inc 617700109 Mar 2026 210 -1,232 $33K -86.6% 0.02% EC
24 Boyd Gaming Corp 103304101 Mar 2026 259 -2,762 $23K -90.8% 0.01% EC
25 General Dynamics Corp 369550108 Mar 2026 59 -3,103 $21K -98.1% 0.01% EC
26 American Electric Power Co Inc 025537101 Mar 2026 138 -469 $19K -76.3% 0.01% EC
27 Corning Inc 219350105 Mar 2026 66 -875 $17K -86.8% 0.01% EC
28 Devon Energy Corp 25179M103 Sep 2023 169 -162 $7K -58.1% 0.00% EC
29 Amphenol Corp 032095101 Mar 2026 38 -1,952 $7K -97.3% 0.00% EC
30 Universal Health Services Inc 913903100 Mar 2026 44 -143 $7K -80.5% 0.00% EC
31 Chevron Corp 166764100 Sep 2023 24 -2,190 $4K -99.1% 0.00% EC